Vinci Compass Investor Deck Adds Segment Detail, 2028 Targets, and Dividend Confirmation
VINP is trading near its 52-week low of $9.19 (1.6% above the low).
Summary
Vinci Compass's August investor presentation adds segment-level detail, 2028 growth targets, and dividend confirmation to the Q2 earnings already reported on August 11.
Key Events · Earnings and Guidance · VINP
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Q2 FRE Up 36% YoY
Fee Related Earnings reached R$88.7 million in Q2 2026, up 36% year-over-year, with FRE margin at 33%. Management fees grew 29% to R$252.2 million, driven by Verde and BACS acquisitions plus organic growth in Credit and Global IP&S.
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2028 Targets Set
Company targets ~19% CAGR in Fee Related Revenues to ~R$1.6 billion and ~25% CAGR in FRE to ~R$600 million by 2028, with FRE margin expanding ~8 percentage points to 38%. Fundraising target of R$100 billion from 2H'25 through 2028.
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IRE Commitments at R$1.5B
Total IRE commitments of R$1.5 billion across private market funds, with R$963.8 million called (64.3%) and fair value of R$890.4 million. Expected realized IRE annual run rate of R$100 million+ between 2028-2031, or ~R$1.55 per share.
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Dividend Declared
Quarterly dividend of US$0.17 per common share declared, with record date August 25, 2026 and payable September 9, 2026. Adjusted DE per share was US$0.19 in Q2 2026.
Analysis · VINP · Finance
This investor presentation supplements the Q2 2026 earnings release from August 11 with granular segment-level financials, a full balance sheet, and forward targets through 2028. The company reiterated strong FRE growth of 36% year-over-year to R$88.7 million, driven by the Verde and BACS acquisitions and organic fundraising. New details include R$1.5 billion in IRE commitments with R$890.4 million fair value, net cash and investments of R$725.1 million, and a declared quarterly dividend of US$0.17 per share payable September 9. The presentation also lays out 2025-2028 targets of ~19% CAGR in Fee Related Revenues and ~25% CAGR in FRE, plus a R$100 billion fundraising goal. Trading near its 52-week low, the stock may respond to the confirmation of dividend sustainability and the embedded earnings potential from IRE commitments.
How filings like this one have moved
In the 30 days to Oct 23, 2026, 29.2% of the 1549 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.17%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, VINP was trading at $9.34 on NASDAQ in the Finance sector, with a market capitalization of approximately $611.9M. The 52-week trading range was $9.19 to $13.61. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.