Vinci Partners Investments Ltd. (VINP)
NASDAQ:VINP
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Earnings Data
Report Date
Aug 06, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.23Last Year’s EPS
0.24Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a predominantly positive operational and strategic picture: record FRE, strong AUM growth, successful integration of Verde, a strategic Argentina combination (BACS), significant fundraising momentum across credit, real assets and UCITS, and rapid AI adoption driving productivity. Notable near-term challenges include a meaningful decline in advisory fees (-35% YoY), materially lower PRE (down ~50% YoY), reduced realized financial income (-35% YoY), some quarter-to-quarter distributable earnings volatility driven by IRE capital deployment and one-off accounting/tax effects, and near-term pressure in Corporate Advisory due to high rates and election uncertainty. On balance, the sizeable and sustainable growth indicators (FRE, AUM, management fees, strategic M&A and expected one-time indemnification) outweigh the transitory and seasonal headwinds, supporting an overall constructive outlook.Company Guidance
Record Fee-Related Earnings (FRE)
FRE reached BRL 96.3 million (management presented BRL 96m), a record quarter, up ~47% year-over-year (42% per share). FRE margin expanded to 35.4%, driven by Verde full-quarter consolidation, operating leverage and cost discipline.
Strong AUM Growth and Capital Formation
Assets under management ended the quarter at BRL 347 billion, representing +22% year-over-year excluding FX (USD $66 billion, +25% YoY). Over the last 12 months Vinci Compass generated BRL 52 billion of capital formation and appreciation, including BRL 7 billion in Q1.
Management Fees and Fee-Related Revenue Expansion
Management fees totaled BRL 245 million in Q1, up 25% YoY (full quarter contribution from Verde plus organic growth). Fee-related revenues were BRL 272 million, up 17% YoY and BRL 990 million over the last 12 months, up 44% YoY.
Strategic M&A and Integration Progress (Verde and BACS)
Full consolidation and integration of Verde delivered tangible benefits (first joint product VIVE FI-Infra gaining traction). Strategic combination with BACS Asset Management in Argentina announced; expected to roughly double Vinci's asset management business in Argentina to ~$1.6 billion and to be high-single-digit accretive locally (limited immediate company-wide DE impact).
Expected One-Time Indemnification Boost (~BRL 100 million)
Following the Galeão concession auction outcome, Vinci Compass expects to receive an approximate indemnification of BRL 100 million (net of taxes and expenses) to positively impact distributable earnings in Q3 or Q4 2026.
Fundraising Momentum and Product Wins
Credit AUM reached BRL 37 billion with BRL 2 billion in capital formation/appreciation in the quarter. Multiple funds on roadshow (COPCO, CHILPCO II, MAV IV), new fund launches (e.g., UCITS Brazil/LatAm initial inflows, VIOL first close, Lacan IV commitments from European institutions) and pipeline supporting further growth.
Technology and AI Adoption as Productivity Lever
AI adoption accelerated: >70% of employees use AI daily/weekly, 170+ custom AI agents created, 7 enterprise AI platforms deployed and a unified Datalab for firm-wide analytics—yielding significant development/productivity speedups and scalable institutional intelligence.
Capital Return to Shareholders
Declared quarterly dividend of $0.17 per common share payable June 8 (record date May 25), demonstrating continued shareholder distributions.
VINP Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
VINP Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 11, 2026 | $10.50 | $10.36 | -1.41% |
Mar 04, 2026 | $11.49 | $11.16 | -2.86% |
Nov 13, 2025 | $11.46 | $11.61 | +1.33% |
Aug 12, 2025 | $9.24 | $9.48 | +2.65% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Vinci Partners Investments Ltd. (VINP) report earnings?
Vinci Partners Investments Ltd. (VINP) is schdueled to report earning on Aug 06, 2026, After Close (Confirmed).
What is Vinci Partners Investments Ltd. (VINP) earnings time?
Vinci Partners Investments Ltd. (VINP) earnings time is at Aug 06, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is VINP EPS forecast?
VINP EPS forecast for the fiscal quarter 2026 (Q2) is 0.23.