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PAX Stock Chart & Stats
$10.80
$0.26(2.41%)
At close: 4:00 PM EDT
$10.80
$0.26(2.41%)
Day’s Range― - ―
52-Week Range$10.55 - $17.80
Previous Close$11.06
Volume807.68K
Average Volume (3M)811.63K
Market Cap
$1.75B
Enterprise Value$2.30K
Total Cash (Recent Filing)$86.90M
Total Debt (Recent Filing)$278.32M
Price to Earnings (P/E)23.2
Beta1.05
Next Earnings
Nov 10, 2026EPS Estimate
0.3Next Dividend Ex-DateN/A
Dividend Yield5.66%
Share Statistics
EPS (TTM)0.47
Shares Outstanding68,448,420
10 Day Avg. Volume820,757
30 Day Avg. Volume811,634
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 Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$15.00Price Target Upside38.89% Upside
Rating ConsensusHold
Number of Analyst Covering1
EPS Forecast (FY)1.34
Revenue Forecast (FY)$425.72M
Bulls Say, Bears Say
Bulls Say
Fundraising & AUM GrowthSustained fundraising and large sequential AUM gains expand the recurring management fee base and improve scale economics. A growing fee‑earning AUM supports predictable fee revenue, cross‑selling across strategies, and stronger fee-related earnings visibility over the next several quarters.
Durable Fee Base & Permanent CapitalHigh share of non‑redeemable and permanent capital reduces liquidity risk and cash flow volatility, anchoring management fees and giving predictable revenue. This structural asset mix supports long‑term planning, lowers redemption risk, and strengthens fee visibility across investment cycles.
Strong Cash GenerationConsistent cash conversion near reported earnings underpins earnings quality and funds distributions, buybacks, and M&A without heavy equity raises. Robust operating cashflow gives flexibility to fund growth, service debt, and support dividends over a multi‑quarter horizon.
Bears Say
Rising LeverageA meaningful increase in leverage reduces financial flexibility and raises interest‑rate and covenant sensitivity if earnings weaken. Higher debt and a more complex balance sheet constrain optionality for opportunistic investments or buybacks and heighten downside risk in a downturn.
Margin Compression & Slower GrowthDecelerating top‑line and materially lower net margins reduce operating leverage and distributable earnings potential. If the mix shift toward lower‑fee SMAs and integration/comp costs persist, margin recovery to prior levels may be gradual, pressuring medium‑term earnings resilience.
Delayed Performance Fee RealizationsSlower realization of carry reduces upside volatility but also defers high‑margin performance fee inflows, limiting near‑term FRE upside. Extended timing of PRE realization increases earnings uncertainty and reduces potential cash windfalls that historically boosted distributable earnings.
Patria Investments News
PAX FAQ
What was Patria Investments Ltd.’s price range in the past 12 months?
Patria Investments Ltd. lowest stock price was $10.55 and its highest was $17.80 in the past 12 months.
What is Patria Investments Ltd.’s market cap?
Patria Investments Ltd.’s market cap is $1.75B.
When is Patria Investments Ltd.’s upcoming earnings report date?
Patria Investments Ltd.’s upcoming earnings report date is Nov 10, 2026 which is in 100 days.
How were Patria Investments Ltd.’s earnings last quarter?
Patria Investments Ltd. released its earnings results on Jul 31, 2026. The company reported $0.286 earnings per share for the quarter, beating the consensus estimate of $0.284 by $0.002.
Is Patria Investments Ltd. overvalued?
According to Wall Street analysts Patria Investments Ltd.’s price is currently Undervalued.
Does Patria Investments Ltd. pay dividends?
Patria Investments Ltd. pays a Quarterly dividend of $0.163 which represents an annual dividend yield of 5.66%. See more information on Patria Investments Ltd. dividends here
What is Patria Investments Ltd.’s EPS estimate?
Patria Investments Ltd.’s EPS estimate is 0.3.
How many shares outstanding does Patria Investments Ltd. have?
Patria Investments Ltd. has 68,448,420 shares outstanding.
What happened to Patria Investments Ltd.’s price movement after its last earnings report?
Patria Investments Ltd. reported an EPS of $0.286 in its last earnings report, beating expectations of $0.284. Following the earnings report the stock price went down -1.367%.
Which hedge fund is a major shareholder of Patria Investments Ltd.?
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
Outperform
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Hold
Average Price Target:
$15.00 (38.89% Upside)
$15.00 (38.89% Upside)
Blogger Sentiment
Bullish
PAX Sentiment 86%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Increased
By 73.4K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Bought Shares
Worth $2.7M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Negative
Last 7 Days ▼ 1.2%
Last 30 Days ▲ 0.6%
Last 30 Days ▲ 0.6%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-16.39%
12-Months-Change
Fundamentals
Return on Equity
5.66%
Trailing 12-Months
Asset Growth
33.40%
Trailing 12-Months
Company Description
Patria Investments Ltd.
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 presented a largely constructive operational and financial picture: significant fundraising momentum, strong fee-earning AUM growth (31% YoY), solid fee revenue (+20% YoY) and FRE growth (+19% YoY), successful long-term debt issuance, and strong investment performance in core strategies. Offsetting these positives are timing delays in performance-related earnings (PRE) and carry realization, DPI and exit challenges in older buyout vintages (Fund IV and V), and near-term expense and mix-driven margin headwinds (1Q FRE margin of 54.6% vs long-term target 58%–60%). Management reiterated full-year FRE guidance and outlined a credible path to margin expansion and continued fundraising, but some upside from carry is now expected later than previously guided.View all PAX earnings summariesPAX Stock 12 Month Forecast
Average Price Target
$15.00
▲(38.89% Upside)
Technical Analysis
Artisan Partners
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Goldman Sachs BDC
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Bain Capital Specialty Finance
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GCM Grosvenor
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Vinci Partners Investments
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Ownership Overview
0.97% Insiders
26.27% Mutual Funds
2.52% Other Institutional Investors
62.56% Public Companies and
Individual Investors