New York, June 5, 2026, 04:15 EDT
- Vinci Compass ended the U.S. session Thursday at $9.86, gaining 13 cents from its last close.
- CFO Sergio Passos Ribeiro and Global IP&S chief Fernando Lovisotto filed SEC Form 4s for planned stock sales on June 3.
- The next cash event for the company is a $0.17 per share dividend, with a payout set for June 8.
Vinci Compass Investments Ltd. heads into U.S. trading Friday with the stock’s latest quote holding up, as new insider-sale filings come out and investors look to a dividend set for payment next week.
The Latin American asset manager, which trades on the Nasdaq, was last seen at $9.86, up $0.13 on the day, market data showed. Wall Street financials supported the wider market Thursday while the Nasdaq Composite edged down 0.09%.
Timing is in focus. Vinci Compass is set to pay its quarterly dividend in days, just as two insider-sale filings dropped this week. The stock trades in a thin pocket of U.S.-listed emerging-market financials where not many are watching.
CFO Sergio Passos Ribeiro sold 1,810 Class A shares at a weighted average price of $10.11, plus another 748 shares at $10.06, according to a Form 4 filed with the SEC. The trades were made through SPR Capital Ltd. and under a Rule 10b5-1 plan, the filing showed. Weighted average price is the trade average factoring in size.
SEC documents show Fernando Lovisotto, Vinci Compass’ head of Global IP&S, sold 5,034 Class A shares for $10.11 each on June 1 through Dolomita Capital Ltd. He also sold 2,077 shares at $10.06 on June 2. The filing refers to a Rule 10b5-1 trading plan set up on Dec. 15, 2025.
Insider sales in these filings weren’t big compared to the positions reported. In thinly traded names, though, moves like this usually get more scrutiny. Sometimes it’s just normal course. Sometimes it adds more noise when investors already have to weigh the dividend and recent earnings against the stock price.
Vinci Compass on May 11 declared its quarterly dividend at $0.17 per common share. Shareholders on record as of May 25 will get paid June 8. CEO Alessandro Horta said Vinci Compass is entering 2026 “from a position of strength” and posted “the highest quarterly FRE in our history.” FRE stands for fee-related earnings, Vinci’s measure of recurring profit from fees minus costs.
FRE climbed 47% from a year ago to 96.3 million reais in the first quarter. Adjusted distributable earnings, the company’s metric for money available to pay out, came in at 62.2 million reais, about flat. Management fees were up 25%, driven mainly by the Verde deal and new money raised in Credit and Global IP&S, the company said.
Patria Investments got some help from the peer tape, but action wasn’t spotless. The Nasdaq-listed Latin American alternative asset manager last changed hands at $11.505, up $0.345. XP Inc., which runs a financial platform targeting Brazil, ended at $15.64, gaining $0.035.
Vinci Compass is looking to move past its home market in Brazil. In April, the firm said it would merge its Argentine asset-management business with BACS Asset Management. The deal will put about $1.6 billion under management for the combined platform, or client assets overseen by the firm. Horta said Argentina is “one of the most compelling growth opportunities” for asset management in the region. PR Newswire
There’s a catch. Vinci’s recurring fees help, but that may not be enough if performance-linked profit remains soft, listed property funds take a hit from market marks, or if investors react worse to insiders selling than filings indicate. The company said its performance-related earnings dropped 6% in the first quarter. Investment earnings were down 13%, as lower mark-to-market values for listed REITs cut into unrealized investment income.
Shareholders face a governance decision soon as the annual general meeting is scheduled for July 1 in Rio de Janeiro. On the agenda: approval of the 2025 financial statements and a vote on naming Eugenio Garza y Garza as director.
