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Stock impact report

Vinci Compass Investments Q4 Earnings Call Highlights [Yahoo! Finance]

Vinci Compass Investments Ltd. - Class A Common Shares (VINP) 
Company Research Source: Yahoo! Finance
1.23/sh) with ADE BRL 81.3 million (BRL 1.24/sh); full-year FRE was BRL 188.4 million (BRL 4.52/sh, 30.4% margin) and ADE BRL 292.4 million (BRL 4.58/sh), and the company declared a quarterly dividend of $0.17 per common share payable April 2. Verde acquisition and product synergies: The December close added about BRL 16 billion of AUM and Vinci Compass launched the co-managed Vinci Verde FE Infra product, which management says has seen strong intermediary demand and exemplifies the cross-country synergies expected to be meaningful in 2026 and beyond. Private-markets momentum and 2026 outlook: Liquidity events (Agibank IPO delivering a 3.8x gross multiple and 35% IRR for VCP3, plus a planned CBO reverse IPO) and a record BRL 45 million of investment-related earnings from unrealized gains signal improving fund liquidity; management says key funds are moving beyond the "J-curve," expects unrealized IRE to be a bigger net-profit contributor in 2026, and is targeting low double-digit Show less Read more
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