Victory Capital Holdings Q1 2025 10-Q Filed

Ticker: VCTR · Form: 10-Q · Filed: May 9, 2025 · CIK: 1570827

Victory Capital Holdings, Inc. 10-Q Filing Summary
FieldDetail
CompanyVictory Capital Holdings, Inc. (VCTR)
Form Type10-Q
Filed DateMay 9, 2025
Risk Levelmedium
Sentimentneutral

Sentiment: neutral

Topics: 10-Q, financials, debt, acquisition

TL;DR

**Victory Capital Q1 2025 10-Q: Revenue streams detailed, WestEnd acquisition ongoing, 6.64% loan in focus.**

AI Summary

Victory Capital Holdings, Inc. filed its 10-Q for the period ending March 31, 2025. The filing details financial performance, including revenues from mutual funds and separate accounts, and mentions the "WestEnd Acquisition" and a "Term Loan Due December Twenty Twenty Eight" with a 6.64% interest rate. The company's business address is 4900 Tiedemann Road, 4th Floor, Brooklyn, OH 44144.

Why It Matters

This filing provides investors with an update on Victory Capital's financial health and operational activities for the first quarter of 2025, impacting investment decisions.

Risk Assessment

Risk Level: medium — The filing includes details on debt and contingent liabilities, which can introduce financial risk.

Key Numbers

  • 6.64% — Interest Rate (On Term Loan Due December Twenty Twenty Eight)

Key Players & Entities

  • Victory Capital Holdings, Inc. (company) — Filer
  • 20250331 (date) — Reporting Period End Date
  • 4900 TIEDEMANN ROAD (address) — Business Address
  • BROOKLYN (city) — Business Address City
  • OH (state) — Business Address State
  • 44144 (zip_code) — Business Address Zip
  • WestEnd Acquisition (event) — Acquisition Mentioned
  • Term Loan Due December Twenty Twenty Eight (debt) — Specific Debt Instrument
  • 6.64% (interest_rate) — Interest Rate on Term Loan

FAQ

What were the primary revenue drivers for Victory Capital in Q1 2025?

The filing indicates revenues from 'PerformanceBasedInvestmentFee' for 'SeparateAccountsAndOtherVehicles' and 'FundDistributionFee' for 'MutualFunds' during the period January 1, 2024, to March 31, 2024, and similar periods in 2025.

What is the status of the WestEnd Acquisition?

The 'WestEndAcquisition' is mentioned in the context of the period January 1, 2024, to March 31, 2024, and the filing includes 'ContingentConsiderationLiability' related to 'WestEnd' as of March 31, 2025.

What is the maturity and interest rate of the mentioned term loan?

The filing references a 'TermLoanDueDecemberTwentyTwentyEight' with an 'InterestRateSixPointSixFourPercent'.

What types of assets are included in 'FairValueMeasurementsRecurring'?

The filing indicates that 'FairValueInputsLevel1Member' is used for 'FairValueMeasurementsRecurring' as of March 31, 2025.

What is the company's fiscal year end?

Victory Capital Holdings, Inc.'s fiscal year ends on December 31.

Filing Details

This Form 10-Q (Form 10-Q) was filed with the SEC on May 9, 2025 regarding Victory Capital Holdings, Inc. (VCTR).

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