Monitor for the definitive proxy statement and shareholder vote date. The acquisition is transformative for Victory Capital, adding $222B in AUM and diversifying capabilities. No new financial data or deal terms were disclosed in this filing.
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Executive Summary
Victory Capital Holdings filed a DEFA14A (definitive additional proxy soliciting materials) on August 26, 2026, in connection with its proposed acquisition of First Eagle Investments. The filing includes a corporate fact sheet detailing First Eagle's business, including $222 billion in AUM and expected 2026 revenue of $1.5 billion. The filing is a routine solicitation update ahead of a shareholder vote on the share issuance needed to complete the transaction, and does not contain new financial results or material changes to the deal terms.
Key Financial Metrics
Key Facts
- Victory Capital filed DEFA14A on 2026-08-26 in connection with the proposed acquisition of First Eagle Investments.
- First Eagle has $222 billion in AUM as of July 31, 2026, and expected 2026 revenue of $1.5 billion.
- The filing is soliciting shareholder approval for the share issuance related to the acquisition.
- First Eagle is privately owned by Genstar Capital and its employees.
- First Eagle acquired Diamond Hill Investment Group in April 2026.
Financial Impact
First Eagle's expected 2026 revenue is $1.5 billion; AUM is $222 billion as of July 31, 2026.
Risk Factors
- Shareholder approval of the share issuance is required and not yet assured.
- Integration risks associated with acquiring a large, privately-held asset manager.
- Potential dilution from the share issuance for the acquisition.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| DEFA14A Filing (Primary) | 0001104659-26-101586 |
| Document: 0001104659-26-101586-index-headers.html | 0001104659-26-101586 |
| Document: 0001104659-26-101586-index.html | 0001104659-26-101586 |
| Document: 0001104659-26-101586.txt | 0001104659-26-101586 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 16, 2026 10d ago | DEFM14A | $108.60 | awaiting T+60 | — | $108.91 (+0.29%) |
Oct 13, 2026 13d ago | 8-K | $109.58 | awaiting T+60 | — | $108.91 (−0.61%) |
Aug 31, 2026 8w ago | DEFA14A | $113.08 | awaiting T+60 | — | $108.91 (−3.69%) |
Aug 26, 2026 8w ago | DEFA14A | $121.13 | awaiting T+60 | — | $108.91 (−10.09%) |
Aug 26, 2026 8w ago | DEFA14A | $121.13 | awaiting T+60 | — | $108.91 (−10.09%) |
Aug 12, 2026 10w ago | 8-K | $116.23 | awaiting T+60 | — | $108.91 (−6.30%) |
Jul 23, 2026 13w ago | 8-K | $97.20 $107.71 | ▲ +10.81% | ▲ +7.52% | $108.91 (+12.05%) |
Jul 13, 2026 15w ago | 8-K | $91.98 $113.85 | ▲ +23.78% | ▲ +19.78% | $108.91 (+18.41%) |
Jun 11, 2026 19w ago | Institutional Cluster | $86.42 $113.73 | ▲ +31.60% | ▲ +27.21% | $108.91 (+26.02%) |
Jun 9, 2026 19w ago | 8-K | $89.12 $111.37 | ▲ +24.97% | ▲ +21.15% | $108.91 (+22.21%) |
US Market Status
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