VINP
Vinci Compass Investments Ltd.13.20
-0.04-0.3%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
FY Q3 '25
Q&A clarifies margins, pension unlock
Q&A largely reaffirmed prepared remarks on fundraising momentum and margin gains, but offered forward color. Management touted the historic first Brazilian pension commitment to SPS-4 as a breakthrough, expecting it to unlock more institutional allocations without sizing the pocket. FRE margins should hold above 30% in Q4 standalone, targeting mid-30s post-VEG in 2026. TPD alts face Q4 slowdown after big checks, but liquids started strong amid LatAm tailwinds like Chile pension hikes. Pensions cracked SPS. No walk-backs; tone stayed confident. Investors will watch pension follow-through and Q4 flows.
Key Stats
Market Cap
834.83MP/E (TTM)
32.20Basic EPS (TTM)
0.41Dividend Yield
0.28%APO
Apollo Global Management, Inc.
147.15+0.32
IVZ
Invesco Ltd
26.03-0.01
KKR
KKR & Co. Inc.
133.38-1.43
LAZ
Lazard, Inc.
50.70+0.03
PAX
Patria Investments Limited
15.50-0.25
PX
P10, Inc.
10.18+0.12
TPG
TPG Inc.
66.43-0.31
VCTR
Victory Capital Holdings, Inc.
64.21-0.08
VRTS
Virtus Investment Partners, Inc
166.59+0.69
XP
XP Inc.
16.56-1.03