Vinci Partners Investments Ltd (VINP)

Vinci Partners Investments (VINP) announced its Q3 2024 earnings, reporting an actual EPS of $0.19, which beat the consensus EPS of $0.17 by $0.02. However, the company missed revenue expectations, posting $20.67M against an expected $23.50M, marking a year-over-year revenue growth decline of 7.52%. The earnings call and slide deck for Q3 2024 are available, and the next earnings date is estimated for November 11, 2026.

Vinci Partners Investments Ltd reported strong Q2 2026 results with fee-related earnings of 88.7 million reais and adjusted distributable earnings of 63.3 million reais, declaring a 17-cent quarterly dividend. The company expanded its AUM through the acquisition of Navis Real Estate funds and the combination with Bucks Asset Management, enhancing its presence in Brazil and Argentina. Management expressed confidence in future growth through organic fundraising and strategic acquisitions, targeting a 38% FRE margin by 2028 despite market volatility and short-term impacts on financial income from capital calls.

Vinci Compass (VINP) reported a 19% year-over-year increase in assets under management and advisory, reaching R$361.2 billion as of June 30, 2026. This growth was fueled by significant capital formation and recent acquisitions. While Fee Related Earnings saw a substantial rise of 36% year-over-year, Adjusted Distributable Earnings declined by 16% due to lower realizations and a decrease in Investment Related Earnings compared to a strong prior-year period.

Vinci Compass Investments (NASDAQ:VINP) has hit a new 52-week low, trading at $9.21 after closing previously at $9.33. The stock has an average rating of "Moderate Buy" from analysts, with a consensus price target of $14.00, despite a recent downgrade from "buy" to "hold" by Weiss Ratings. The company recently announced a quarterly dividend of $0.17 per share and reported Q2 EPS of $0.19, missing analyst estimates.

Samlyn Capital, including Samlyn, LP, and Robert Pohly, has reported a 6.0% beneficial ownership stake in Vinci Compass Investments Ltd. (VINP), totaling 3,036,724 Class A common shares. The reporting persons hold shared voting and shared dispositive power over these shares, which are directly owned by advisory clients of Samlyn Capital, LLC, none of whom individually own more than 5%. This disclosure is made via a Schedule 13G filing, indicating a passive investment.