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PAX Stock Chart & Stats
$11.78
$0.26(2.41%)
At close: 4:00 PM EDT
$11.78
$0.26(2.41%)
Day’s Range― - ―
52-Week Range$9.89 - $17.80
Previous Close$11.06
Volume807.68K
Average Volume (3M)1.12M
Market Cap
$1.92B
Enterprise Value$2.14B
Total Cash (Recent Filing)$113.46M
Total Debt (Recent Filing)$445.21M
Price to Earnings (P/E)26.0
Beta1.08
Next Earnings
Nov 10, 2026EPS Estimate
0.29Next Dividend Ex-DateN/A
Dividend Yield5.34%
Share Statistics
EPS (TTM)0.45
Shares Outstanding71,004,840
10 Day Avg. Volume1,346,039
30 Day Avg. Volume1,121,524
Financial Highlights & Ratios
PEG Ratio1.98
Price to Book (P/B)4.10
Price to Sales (P/S)6.54
P/FCF Ratio9.72
Enterprise Value/Market Cap1.11
Enterprise Value/Revenue4.97
Enterprise Value/Gross Profit5.58
Enterprise Value/Ebitda11.98
Forecast
1Y Price Target
$11.00Price Target Upside-6.62% Downside
Rating ConsensusModerate Sell
Number of Analyst Covering2
EPS Forecast (FY)1.34
Revenue Forecast (FY)$430.31M
Bulls Say, Bears Say
Bulls Say
Fee-earning AUM GrowthRapid growth in fee-earning AUM expands Patria’s recurring management-fee base and improves revenue visibility. Pending AUM provides an additional pipeline for future fees, while scale across strategies can support continued fundraising and strengthen the platform’s competitive position.
Strong Recurring Fee EarningsStrong fee-related earnings growth and reaffirmed guidance indicate durable momentum in Patria’s core recurring revenue engine. This supports operating investment, dividends and other capital allocation while reducing reliance on volatile performance fees for near-term earnings capacity.
High Profitability And Cash GenerationPatria’s high margins and substantial free cash flow demonstrate an asset-light business model with meaningful cash generation. These economics provide resources to fund growth initiatives and shareholder distributions, while offering some resilience if fundraising or realizations become less favorable.
Bears Say
Higher Financial LeverageThe sharp increase in leverage reduces financial flexibility and makes Patria more sensitive to earnings volatility, interest costs and refinancing needs. Higher obligations may constrain future acquisitions, buybacks or distributions if operating performance weakens across the asset-management cycle.
Profitability DeteriorationFalling net income despite strong revenue growth shows that higher expenses and financing costs are absorbing more of Patria’s operating gains. If this pattern persists, it could weaken earnings conversion, reduce capital available for reinvestment and make results less predictable.
Private Equity MarkdownsUnderperformance and markdowns in legacy private equity vintages can suppress carried interest and reduce reported investment-related earnings. They also indicate that parts of the portfolio remain exposed to prolonged macro and sector pressures, creating a less dependable contribution beyond recurring fees.
Patria Investments News
PAX FAQ
What was Patria Investments’s price range in the past 12 months?
Patria Investments lowest stock price was $9.89 and its highest was $17.80 in the past 12 months.
What is Patria Investments’s market cap?
Patria Investments’s market cap is $1.92B.
When is Patria Investments’s upcoming earnings report date?
Patria Investments’s upcoming earnings report date is Nov 10, 2026 which is in 23 days.
How were Patria Investments’s earnings last quarter?
Patria Investments released its earnings results on Jul 31, 2026. The company reported $0.32 earnings per share for the quarter, beating the consensus estimate of $0.284 by $0.036.
Is Patria Investments overvalued?
According to Wall Street analysts Patria Investments’s price is currently Overvalued.
Does Patria Investments pay dividends?
Patria Investments pays a Quarterly dividend of $0.163 which represents an annual dividend yield of 5.34%. See more information on Patria Investments dividends here
What is Patria Investments’s EPS estimate?
Patria Investments’s EPS estimate is 0.29.
How many shares outstanding does Patria Investments have?
Patria Investments has 71,004,840 shares outstanding.
What happened to Patria Investments’s price movement after its last earnings report?
Patria Investments reported an EPS of $0.32 in its last earnings report, beating expectations of $0.284. Following the earnings report the stock price went down -1.368%.
Which hedge fund is a major shareholder of Patria Investments?
Currently, no hedge funds are holding shares in PAX
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Patria Investments Stock Smart Score
Underperform
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Moderate Sell
Average Price Target:
$11.00 (-6.62% Downside)
$11.00 (-6.62% Downside)
Blogger Sentiment
Bullish
PAX Sentiment 100%
Sector Average 64%
Sector Average 64%
Hedge Fund Trend
Decreased
By 20.9K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $165.8K over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Neutral
Last 7 Days ▼ 1.2%
Last 30 Days ▲ 1.1%
Last 30 Days ▲ 1.1%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-14.26%
12-Months-Change
Fundamentals
Return on Equity
12.08%
Trailing 12-Months
Asset Growth
38.77%
Trailing 12-Months
Learn more about TipRanks Smart Score
Company Description
Patria Investments
Patria Investments Limited operates as a private market investment firm. It specializes in investments in private equity, secondary direct and indirect and venture capital with focus in middle market, buyout and growth capital investments. It seeks to be sector agnostic with focus on agribusiness, power & energy, healthcare, logistics & transportations, food & beverage, agricultural products, packaged foods and meats, education services, outsourced business services, and digital & tech services. It prefers to invest globally with focus on Latin America, Europe, United States, North America and Brazil. It seeks to invest between $38.48 million and $72.14 million per transaction. The firm seeks a majority or minority stake in its portfolio companies. The company offers asset management services to investors focusing on private equity funds, infrastructure development funds, co-investments funds, constructivist equity funds, and real estate and credit funds. The firm seeks to co-invest with other investors. Patria Investments Limited was founded in 1994 and is headquartered in Grand Cayman, Cayman Islands with additional offices across South America, North America, Europe and Asia. Patria Investments Limited operates as a subsidiary of Patria Holdings Limited.
PAX Company Deck
PAX Earnings Call
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call highlighted robust fundraising, substantial AUM growth, strong fee and distributable earnings growth, and outperformance across key strategies (credit, infrastructure, GPMS), providing clear visibility into future fee growth. Offsetting this, legacy private equity vintages required markdowns, earnings margin was modestly compressed in 2026 due to lower-margin acquisitions and elevated near-term transaction/integration costs, and there were one-time equity impacts from put-option obligations. On balance, the positive commercial momentum and recurring fee growth materially outweigh the contained, largely explainable challenges.View all PAX earnings summariesPAX Stock 12 Month Forecast
Average Price Target
$11.00
▼(-6.62% Downside)
Technical Analysis
Ownership Overview
1.87% Insiders
25.33% Mutual Funds
0.26% Other Institutional Investors
64.17% Public Companies and
Individual Investors