◆ Market Data --:--
Commodities
Loading...
📈 Yields & Rates
Loading...
💱 FX Rates
Loading...
📈 Market Pulse
Loading...
🏛 Congress Trades
Loading...
👤 Insider Trades
Loading...

10-Q Filing

VICTORY CAPITAL HOLDINGS, INC. CIK: 1570827 Q1 2018
Filing Information
Form Type 10-Q
Accession Number 0001104659-18-032965
Period End Date 20180331
Filing Date 20180514
Fiscal Year 2018
Fiscal Period Q1
XBRL Instance vctr-20180331.xml
Balance Sheet 58 line items
Line Item Tag Value Unit Period
Common stock, par value CommonStockParOrStatedValuePerShare $0.01 USD Point-in-time
Cash and cash equivalents CashAndCashEquivalentsAtCarryingValue $12.30M USD Point-in-time
Cash and cash equivalents CashAndCashEquivalentsAtCarryingValue $16.44M USD Point-in-time
Cash and cash equivalents CashAndCashEquivalentsAtCarryingValue $12.92M USD Point-in-time
Cash and cash equivalents CashAndCashEquivalentsAtCarryingValue $12.09M USD Point-in-time
Common stock, shares authorized CommonStockSharesAuthorized 0.00 shares Point-in-time
Common stock, shares authorized CommonStockSharesAuthorized 78.84M shares Point-in-time
Receivables AccountsReceivableNet $55.92M USD Point-in-time
Common stock, shares issued CommonStockSharesIssued 57.18M shares Point-in-time
Common stock, shares issued CommonStockSharesIssued 0.00 shares Point-in-time
Receivables AccountsReceivableNet $54.76M USD Point-in-time
Common stock, shares outstanding CommonStockSharesOutstanding 0.00 shares Point-in-time
Common stock, shares outstanding CommonStockSharesOutstanding 55.12M shares Point-in-time
Prepaid expenses PrepaidExpenseCurrentAndNoncurrent $4.10M USD Point-in-time
Prepaid expenses PrepaidExpenseCurrentAndNoncurrent $5.44M USD Point-in-time
Investments Investments $11.34M USD Point-in-time
Investments Investments $12.24M USD Point-in-time
Treasury stock, shares TreasuryStockShares 2.06M shares Point-in-time
Treasury stock, shares TreasuryStockShares 2.06M shares Point-in-time
Property and equipment, net PropertyPlantAndEquipmentNet $8.78M USD Point-in-time
Property and equipment, net PropertyPlantAndEquipmentNet $8.84M USD Point-in-time
Goodwill Goodwill $284.11M USD Point-in-time
Goodwill Goodwill $284.11M USD Point-in-time
Other intangible assets, net IntangibleAssetsNetExcludingGoodwill $408.00M USD Point-in-time
Other intangible assets, net IntangibleAssetsNetExcludingGoodwill $402.32M USD Point-in-time
Other assets OtherAssets $6.05M USD Point-in-time
Other assets OtherAssets $6.53M USD Point-in-time
Total assets Assets $785.14M USD Point-in-time
Total assets Assets $792.62M USD Point-in-time
Accounts payable and accrued expenses AccountsPayableAndAccruedLiabilitiesExcludingEmployeeBenefits $22.00M USD Point-in-time
Accounts payable and accrued expenses AccountsPayableAndAccruedLiabilitiesExcludingEmployeeBenefits $25.40M USD Point-in-time
Accrued compensation and benefits AccruedEmployeeBenefitsCurrentAndNoncurrent $29.30M USD Point-in-time
Accrued compensation and benefits AccruedEmployeeBenefitsCurrentAndNoncurrent $21.03M USD Point-in-time
Consideration payable for acquisition of business BusinessCombinationConsiderationPayable $10.00M USD Point-in-time
Consideration payable for acquisition of business BusinessCombinationConsiderationPayable $9.86M USD Point-in-time
Deferred tax liability, net DeferredIncomeTaxLiabilitiesNet $5.58M USD Point-in-time
Deferred tax liability, net DeferredIncomeTaxLiabilitiesNet $4.07M USD Point-in-time
Other liabilities OtherLiabilities $12.99M USD Point-in-time
Other liabilities OtherLiabilities $13.88M USD Point-in-time
Long-term debt LongTermDebt $310.44M USD Point-in-time
Long-term debt LongTermDebt $483.23M USD Point-in-time
Total liabilities Liabilities $386.32M USD Point-in-time
Total liabilities Liabilities $561.44M USD Point-in-time
Common stock CommonStockValue $572.00K USD Point-in-time
Additional paid-in capital AdditionalPaidInCapital $435.33M USD Point-in-time
Additional paid-in capital AdditionalPaidInCapital $591.04M USD Point-in-time
Treasury stock, at cost: 2018 and 2017-2,064,057 shares TreasuryStockValue $20.90M USD Point-in-time
Treasury stock, at cost: 2018 and 2017-2,064,057 shares TreasuryStockValue $20.90M USD Point-in-time
Accumulated other comprehensive income AccumulatedOtherComprehensiveIncomeLossNetOfTax $64.00K USD Point-in-time
Accumulated other comprehensive income AccumulatedOtherComprehensiveIncomeLossNetOfTax $98.00K USD Point-in-time
Retained deficit RetainedEarningsAccumulatedDeficit $-183.89M USD Point-in-time
Retained deficit RetainedEarningsAccumulatedDeficit $-172.11M USD Point-in-time
Total stockholders' equity StockholdersEquity $331.00M USD Point-in-time
Total stockholders' equity StockholdersEquity $231.18M USD Point-in-time
Total stockholders' equity StockholdersEquity $218.87M USD Point-in-time
Total stockholders' equity StockholdersEquity $398.83M USD Point-in-time
Total liabilities and stockholders' equity LiabilitiesAndStockholdersEquity $785.14M USD Point-in-time
Total liabilities and stockholders' equity LiabilitiesAndStockholdersEquity $792.62M USD Point-in-time
Income Statement 43 line items
Line Item Tag Value Unit Period
Investment management fees AssetManagementFees1 $89.13M USD 1 Quarter
Investment management fees AssetManagementFees1 $84.11M USD 1 Quarter
Fund administration and distribution fees FundAdministrationAndDistributionFees $15.83M USD 1 Quarter
Fund administration and distribution fees FundAdministrationAndDistributionFees $16.55M USD 1 Quarter
Total revenue Revenues $104.96M USD 1 Quarter
Total revenue Revenues $100.66M USD 1 Quarter
Personnel compensation and benefits SalariesWagesAndOfficersCompensation $36.80M USD 1 Quarter
Personnel compensation and benefits SalariesWagesAndOfficersCompensation $35.65M USD 1 Quarter
Distribution and other asset-based expenses NoninterestExpenseDistributionAndServicingFees $25.16M USD 1 Quarter
Distribution and other asset-based expenses NoninterestExpenseDistributionAndServicingFees $26.88M USD 1 Quarter
General and administrative GeneralAndAdministrativeExpense $9.06M USD 1 Quarter
General and administrative GeneralAndAdministrativeExpense $8.92M USD 1 Quarter
Depreciation and amortization DepreciationDepletionAndAmortization $6.41M USD 1 Quarter
Depreciation and amortization DepreciationDepletionAndAmortization $8.15M USD 1 Quarter
Acquisition-related costs BusinessCombinationAcquisitionRelatedCosts $363.00K USD 1 Quarter
Restructuring and integration costs RestructuringAndRelatedCostIncurredCost $1.13M USD 1 Quarter
Restructuring and integration costs RestructuringAndRelatedCostIncurredCost $264.00K USD 1 Quarter
Total operating expenses OperatingExpenses $77.70M USD 1 Quarter
Total operating expenses OperatingExpenses $81.10M USD 1 Quarter
Income from operations OperatingIncomeLoss $19.56M USD 1 Quarter
Income from operations OperatingIncomeLoss $27.27M USD 1 Quarter
Interest income and other income/(expense) InvestmentIncomeNet $345.00K USD 1 Quarter
Interest income and other income/(expense) InvestmentIncomeNet $-37.00K USD 1 Quarter
Interest expense and other financing costs FinancingInterestExpense $12.63M USD 1 Quarter
Interest expense and other financing costs FinancingInterestExpense $7.09M USD 1 Quarter
Loss on debt extinguishment GainsLossesOnExtinguishmentOfDebt $-6.06M USD 1 Quarter
Total other income (expense), net NonoperatingIncomeExpense $-13.19M USD 1 Quarter
Total other income (expense), net NonoperatingIncomeExpense $-12.28M USD 1 Quarter
Income before income taxes IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest $14.08M USD 1 Quarter
Income before income taxes IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest $7.28M USD 1 Quarter
Income tax expense IncomeTaxExpenseBenefit $2.87M USD 1 Quarter
Income tax expense IncomeTaxExpenseBenefit $3.56M USD 1 Quarter
Net income NetIncomeLoss $10.52M USD 1 Quarter
Net income NetIncomeLoss $4.41M USD 1 Quarter
Earnings per share-basic EarningsPerShareBasic $0.17 USD 1 Quarter
Earnings per share-basic EarningsPerShareBasic $0.08 USD 1 Quarter
Earnings per share-diluted EarningsPerShareDiluted $0.08 USD 1 Quarter
Earnings per share-diluted EarningsPerShareDiluted $0.16 USD 1 Quarter
Weighted average shares outstanding-basic WeightedAverageNumberOfSharesOutstandingBasic 54.81M shares 1 Quarter
Weighted average shares outstanding-basic WeightedAverageNumberOfSharesOutstandingBasic 61.60M shares 1 Quarter
Weighted average shares outstanding-diluted WeightedAverageNumberOfDilutedSharesOutstanding 58.75M shares 1 Quarter
Weighted average shares outstanding-diluted WeightedAverageNumberOfDilutedSharesOutstanding 66.28M shares 1 Quarter
Dividends declared per share CommonStockDividendsPerShareDeclared $2.19 USD 1 Quarter
Cash Flow Statement 68 line items
Line Item Tag Value Unit Period
Net income ProfitLoss $10.52M USD 1 Quarter
Net income ProfitLoss $4.41M USD 1 Quarter
Provision for deferred income taxes DeferredIncomeTaxesAndTaxCredits $3.36M USD 1 Quarter
Provision for deferred income taxes DeferredIncomeTaxesAndTaxCredits $2.74M USD 1 Quarter
Depreciation and amortization DepreciationDepletionAndAmortization $6.41M USD 1 Quarter
Depreciation and amortization DepreciationDepletionAndAmortization $8.15M USD 1 Quarter
Deferred financing costs and derivative and accretion expense PaymentsOfDeferredFinancingCostsAndDerivativeAndAccretionExpense $-1.64M USD 1 Quarter
Deferred financing costs and derivative and accretion expense PaymentsOfDeferredFinancingCostsAndDerivativeAndAccretionExpense $-995.00K USD 1 Quarter
Stock-based and deferred compensation EmployeeBenefitsAndShareBasedCompensationNoncash $4.25M USD 1 Quarter
Stock-based and deferred compensation EmployeeBenefitsAndShareBasedCompensationNoncash $3.60M USD 1 Quarter
Unrealized depreciation (appreciation) on investments IncreaseDecreaseInTradingSecurities $179.00K USD 1 Quarter
Unrealized depreciation (appreciation) on investments IncreaseDecreaseInTradingSecurities $-124.00K USD 1 Quarter
Loss on equity method investment IncomeLossFromEquityMethodInvestments $-137.00K USD 1 Quarter
Loss on debt extinguishment GainsLossesOnExtinguishmentOfDebt $-6.06M USD 1 Quarter
Receivables IncreaseDecreaseInAccountsReceivableAndOtherOperatingAssets $-1.10M USD 1 Quarter
Receivables IncreaseDecreaseInAccountsReceivableAndOtherOperatingAssets $-8.55M USD 1 Quarter
Prepaid expenses IncreaseDecreaseInPrepaidExpense $1.54M USD 1 Quarter
Prepaid expenses IncreaseDecreaseInPrepaidExpense $1.90M USD 1 Quarter
Other assets IncreaseDecreaseInOtherNoncurrentAssets $-425.00K USD 1 Quarter
Other assets IncreaseDecreaseInOtherNoncurrentAssets $25.00K USD 1 Quarter
Accounts payable and accrued expenses IncreaseDecreaseInAccountsPayableAndAccruedExpensesExcludingEmployeeBenefits $2.17M USD 1 Quarter
Accounts payable and accrued expenses IncreaseDecreaseInAccountsPayableAndAccruedExpensesExcludingEmployeeBenefits $2.75M USD 1 Quarter
Accrued compensation and benefits IncreaseDecreaseInEmployeeRelatedLiabilities $-19.81M USD 1 Quarter
Accrued compensation and benefits IncreaseDecreaseInEmployeeRelatedLiabilities $-8.28M USD 1 Quarter
Other liabilities IncreaseDecreaseInOtherNoncurrentLiabilities $-271.00K USD 1 Quarter
Other liabilities IncreaseDecreaseInOtherNoncurrentLiabilities $138.00K USD 1 Quarter
Net cash provided by operating activities NetCashProvidedByUsedInOperatingActivities $9.67M USD 1 Quarter
Net cash provided by operating activities NetCashProvidedByUsedInOperatingActivities $25.87M USD 1 Quarter
Purchases of property and equipment PaymentsToAcquirePropertyPlantAndEquipment $666.00K USD 1 Quarter
Purchases of property and equipment PaymentsToAcquirePropertyPlantAndEquipment $703.00K USD 1 Quarter
Purchases of investments PaymentsToAcquireInvestments $1.83M USD 1 Quarter
Purchases of investments PaymentsToAcquireInvestments $1.46M USD 1 Quarter
Sales of investments ProceedsFromSaleMaturityAndCollectionsOfInvestments $937.00K USD 1 Quarter
Sales of investments ProceedsFromSaleMaturityAndCollectionsOfInvestments $448.00K USD 1 Quarter
Equity method investment PaymentsToAcquireEquityMethodInvestments $1.00M USD 1 Quarter
Net cash used in investing activities NetCashProvidedByUsedInInvestingActivities $-2.72M USD 1 Quarter
Net cash used in investing activities NetCashProvidedByUsedInInvestingActivities $-1.56M USD 1 Quarter
Payment of Class A common stock deferred offering costs PaymentsOfStockIssuanceCosts $438.00K USD 1 Quarter
Payment of Class A common stock deferred offering costs PaymentsOfStockIssuanceCosts $300.00K USD Annual
Payment of Class A common stock deferred offering costs PaymentsOfStockIssuanceCosts $3.90M USD 1 Quarter
Proceeds from long-term senior debt ProceedsFromIssuanceOfSeniorLongTermDebt $359.10M USD 1 Quarter
Proceeds from long-term senior debt ProceedsFromIssuanceOfSeniorLongTermDebt $125.00M USD 1 Quarter
Repayment of draw on line of credit RepaymentsOfLongTermLinesOfCredit $3.50M USD 1 Quarter
Payment of debt financing fees PaymentsOfFinancingCosts $2.09M USD 1 Quarter
Payment of debt financing fees PaymentsOfFinancingCosts $1.73M USD 1 Quarter
Repayment of long-term senior debt RepaymentsOfSeniorDebt $7.94M USD 1 Quarter
Repayment of long-term senior debt RepaymentsOfSeniorDebt $536.75M USD 1 Quarter
Repayment of promissory note RepaymentsOfNotesPayable $144.00K USD 1 Quarter
Repayment of promissory note RepaymentsOfNotesPayable $144.00K USD 1 Quarter
Payment of dividends PaymentsOfDividends $53.00K USD 1 Quarter
Payment of dividends PaymentsOfDividends $119.87M USD 1 Quarter
Payment of consideration for acquisition PaymentsOfMergerRelatedCostsFinancingActivities $5.07M USD 1 Quarter
Net cash provided by financing activities NetCashProvidedByUsedInFinancingActivities $-23.82M USD 1 Quarter
Net cash provided by financing activities NetCashProvidedByUsedInFinancingActivities $-12.47M USD 1 Quarter
Effect of changes of foreign exchange rate on cash and cash equivalents EffectOfExchangeRateOnCashAndCashEquivalents $39.00K USD 1 Quarter
Net decrease in cash and cash equivalents CashAndCashEquivalentsPeriodIncreaseDecrease $-625.00K USD 1 Quarter
Net decrease in cash and cash equivalents CashAndCashEquivalentsPeriodIncreaseDecrease $-4.36M USD 1 Quarter
Cash and cash equivalents, beginning of period CashAndCashEquivalentsAtCarryingValue $12.30M USD Point-in-time
Cash and cash equivalents, beginning of period CashAndCashEquivalentsAtCarryingValue $16.44M USD Point-in-time
Cash and cash equivalents, beginning of period CashAndCashEquivalentsAtCarryingValue $12.92M USD Point-in-time
Cash and cash equivalents, beginning of period CashAndCashEquivalentsAtCarryingValue $12.09M USD Point-in-time
Cash and cash equivalents, end of period CashAndCashEquivalentsAtCarryingValue $12.30M USD Point-in-time
Cash and cash equivalents, end of period CashAndCashEquivalentsAtCarryingValue $16.44M USD Point-in-time
Cash and cash equivalents, end of period CashAndCashEquivalentsAtCarryingValue $12.92M USD Point-in-time
Cash and cash equivalents, end of period CashAndCashEquivalentsAtCarryingValue $12.09M USD Point-in-time
Cash paid for interest InterestPaid $6.16M USD 1 Quarter
Cash paid for interest InterestPaid $10.99M USD 1 Quarter
Class A common stock offering costs reclassed from prepaid expenses and accounts payable and accrued expenses to additional paid in capital ReclassificationOfCommonStockOfferingCosts $4.12M USD 1 Quarter
Stockholders Equity 27 line items
Line Item Tag Value Unit Period
Balance at beginning of period StockholdersEquity $331.00M USD Point-in-time
Balance at beginning of period StockholdersEquity $231.18M USD Point-in-time
Balance at beginning of period StockholdersEquity $218.87M USD Point-in-time
Balance at beginning of period StockholdersEquity $398.83M USD Point-in-time
Balance at beginning of period (in shares) CommonStockSharesOutstanding 0.00 shares Point-in-time
Balance at beginning of period (in shares) CommonStockSharesOutstanding 55.12M shares Point-in-time
Issuance of common stock StockIssuedDuringPeriodValueNewIssues $156.55M USD 1 Quarter
Issuance of common stock StockIssuedDuringPeriodValueNewIssues $782.00K USD 1 Quarter
Class A common stock offering costs AdjustmentsToAdditionalPaidInCapitalStockIssuedIssuanceCosts $4.56M USD 1 Quarter
Exercise of options StockIssuedDuringPeriodValueStockOptionsExercised $12.00K USD 1 Quarter
Fractional shares retired FractionalSharesRetired $2.00K USD 1 Quarter
Cumulative effect adjustment for adoption of ASU 2016-09 CumulativeEffectOfNewAccountingPrincipleInPeriodOfAdoption $1.82M USD Point-in-time
Other comprehensive loss OtherComprehensiveIncomeLossNetOfTaxPortionAttributableToParent $34.00K USD 1 Quarter
Other comprehensive loss OtherComprehensiveIncomeLossNetOfTaxPortionAttributableToParent $155.00K USD 1 Quarter
Stock-based compensation AdjustmentsToAdditionalPaidInCapitalSharebasedCompensationRequisiteServicePeriodRecognitionValue $2.39M USD 1 Quarter
Stock-based compensation AdjustmentsToAdditionalPaidInCapitalSharebasedCompensationRequisiteServicePeriodRecognitionValue $3.32M USD 1 Quarter
Dividend Dividends $53.00K USD 1 Quarter
Dividend Dividends $119.87M USD 1 Quarter
Other StockholdersEquityOther $10.00K USD 1 Quarter
Net income NetIncomeLoss $10.52M USD 1 Quarter
Net income NetIncomeLoss $4.41M USD 1 Quarter
Balance at end of period StockholdersEquity $331.00M USD Point-in-time
Balance at end of period StockholdersEquity $231.18M USD Point-in-time
Balance at end of period StockholdersEquity $218.87M USD Point-in-time
Balance at end of period StockholdersEquity $398.83M USD Point-in-time
Balance at end of period (in shares) CommonStockSharesOutstanding 0.00 shares Point-in-time
Balance at end of period (in shares) CommonStockSharesOutstanding 55.12M shares Point-in-time
Comprehensive Income 11 line items
Line Item Tag Value Unit Period
Net income NetIncomeLoss $10.52M USD 1 Quarter
Net income NetIncomeLoss $4.41M USD 1 Quarter
Net unrealized income on available-for-sale securities OtherComprehensiveIncomeLossAvailableForSaleSecuritiesAdjustmentNetOfTax $5.00K USD 1 Quarter
Net unrealized income on available-for-sale securities OtherComprehensiveIncomeLossAvailableForSaleSecuritiesAdjustmentNetOfTax $30.00K USD 1 Quarter
Net unrealized income on cash flow hedges OtherComprehensiveIncomeUnrealizedGainLossOnDerivativesArisingDuringPeriodNetOfTax $92.00K USD 1 Quarter
Net unrealized gain on foreign currency translation OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax $33.00K USD 1 Quarter
Net unrealized gain on foreign currency translation OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax $29.00K USD 1 Quarter
Total other comprehensive income, net of tax OtherComprehensiveIncomeLossNetOfTaxPortionAttributableToParent $34.00K USD 1 Quarter
Total other comprehensive income, net of tax OtherComprehensiveIncomeLossNetOfTaxPortionAttributableToParent $155.00K USD 1 Quarter
Comprehensive income ComprehensiveIncomeNetOfTax $10.56M USD 1 Quarter
Comprehensive income ComprehensiveIncomeNetOfTax $4.57M USD 1 Quarter

Data is extracted from SEC EDGAR XBRL filings. Values shown are as reported in the filing.

NEWS
Loading news...
TRENDING
Loading...