Victory Capital第三季营收3.966亿美元增9.8%：长期资金净流入117亿美元创纪录，客户资产总额3555亿美元创新高
美国德克萨斯州圣安东尼奥市消息—资产管理公司 Victory Capital Holdings（纳斯达克：VCTR）11月4日公布截至2026年9月30日的第三季度业绩。按公司官方业绩稿正文，该季营收为3.966亿美元，同比增长9.8%，环比下降8.9%，公司称环比下降主要因第二季度结转了部分年度费用以及资产类别与客户结构变化；按美国通用会计准则，经营利润为1.377亿美元、经营利润率34.7%，净利润为9130万美元、稀释每股收益1.11美元，同比下降5.4%；调整后 EBITDA 为2.121亿美元、利润率53.5%，含税收优惠的调整后净利润为1.632亿美元、稀释每股1.98美元，同比增长15.5%（每股口径）。
资金流与资产方面，该季长期资金总流入305亿美元、净流入117亿美元，双双创公司纪录，年化有机增长率约14%；今年前九个月长期净流入累计154亿美元。截至9月30日，公司客户资产总额达3555亿美元创纪录，其中管理资产3519亿美元、其他资产36亿美元；管理资产较6月底增加94亿美元，主要来自117亿美元净流入、部分被22亿美元市场负向变动抵销。董事长兼首席执行官 David C. Brown 在业绩稿中表示，美国中介、美国机构与国际三个渠道均实现长期资金正净流入，固定收益、解决方案与全球股票等多个资产类别均有贡献。
资本与交易方面，公司该季向股东返还8100万美元，其中约3900万美元用于回购股票，其余为股息；董事会批准季度现金股息每股0.50美元，将于12月23日派付予12月10日在册股东；截至9月30日公司未偿债务约9.75亿美元。公司8月已宣布收购 First Eagle Investments 的最终协议，业绩稿称该交易预计在取得监管批准与客户同意等惯常条件后于2027年第一季度末前完成。
Victory Capital Third-Quarter Revenue Rises 9.8% to $396.6 Million as Record Long-Term Net Inflows of $11.7 Billion Lift Total Client Assets to a Record $355.5
SAN ANTONIO, Texas — Victory Capital Holdings, Inc. (Nasdaq: VCTR) reported on November 4 its financial results for the quarter ended September 30, 2026. According to the company's official earnings release, revenue was $396.6 million, up 9.8% year over year and down 8.9% from the second quarter, a sequential decline the company attributed primarily to the crystallization of certain annual fees received in the second quarter and changes in asset class and client mix. GAAP income from operations was $137.7 million, for an operating margin of 34.7%, and GAAP net income was $91.3 million, or $1.11 per diluted share, down 5.4% year over year. Adjusted EBITDA was $212.1 million, a margin of 53.5%, and adjusted net income with tax benefit was $163.2 million, or $1.98 per diluted share.
Long-term gross flows reached a record $30.5 billion and long-term net flows a record $11.7 billion, an annualized organic growth rate of approximately 14%, taking year-to-date long-term net flows to $15.4 billion. At September 30, 2026, total client assets were a record $355.5 billion, comprising assets under management of $351.9 billion and other assets of $3.6 billion; AUM rose $9.4 billion from June 30, driven by the $11.7 billion of net inflows, partially offset by negative market action of $2.2 billion. Chairman and Chief Executive Officer David C. Brown said in the release that the U.S. intermediary, U.S. institutional and international channels each generated positive long-term net flows, across asset classes including fixed income, solutions and global equity.
The company returned $81 million to shareholders in the quarter, including approximately $39 million of share repurchases, and its board approved a quarterly cash dividend of $0.50 per share, payable December 23, 2026 to shareholders of record on December 10, 2026. Total debt outstanding at September 30 was approximately $975 million. Victory Capital said its definitive agreement, announced in August, to acquire First Eagle Investments is expected to close by the end of the first quarter of 2027, subject to customary closing conditions including regulatory approvals and client consents.
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来源：Victory Capital（公司
发布：GSM·美国（发布链接）
图片来源：金融区楼宇（资料图）。（Wikimedia Commons）|Financial district towers (file photo). (Wikimedia Commons)
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