Patria Investments (PAX) Stock Price, News & Analysis

Company Overview

Patria Investments (NYSE: PAX) is a leading alternative asset manager specializing in investments across Latin America. Since its inception, the firm has built a comprehensive platform that spans private equity, infrastructure, real estate, credit, and public debt. Its diversified product suite caters to institutional investors, including pension funds, insurance companies, sovereign wealth funds, and family offices seeking exposure to one of the world’s most dynamic regions.

Founded in 1988 as the investment banking arm of a Brazilian financial group, Patria Investments evolved into an independent asset manager in the early 2000s. Over more than three decades, the firm has completed numerous landmark transactions, helping to shape infrastructure projects, commercial developments, and corporate growth stories across Latin America. This deep regional heritage underpins Patria’s ability to source opportunities and navigate complex regulatory environments.

Patria’s investment approach combines local market insight with global best practices. In private equity, it partners with management teams to drive operational improvements and sustainable growth. Its infrastructure arm has financed renewable energy, transportation, and social infrastructure projects, while its real estate division develops and acquires commercial, residential, and logistics assets. The credit platform offers specialized debt solutions, ranging from corporate loans to structured credit products.

Operating from offices in São Paulo, Mexico City, New York, and London, Patria leverages a broad network of industry relationships and on-the-ground research. The firm is led by a senior management team with deep investment expertise and a track record of delivering value across market cycles. With its roots firmly planted in Latin America and a strategic focus on innovation and sustainability, Patria Investments continues to expand its global footprint and deliver tailored solutions for its clients.

Key Stats

• Today's Range: $13.39 to $13.65
• 50-Day Range: $10.84 to $14.33
• 52-Week Range: $9.43 to $14.52
• Volume: 392,576 shs
• Average Volume: 611,563 shs
• Market Capitalization: $813.20 million
• P/E Ratio: 26.82
• Dividend Yield: 4.47%
• Price Target: $14.00
• Consensus Rating: Buy

Patria Investments Stock Analysis - MarketRank™

Patria Investments scored higher than 47% of companies evaluated by MarketBeat, and ranked 654th out of 935 stocks in the finance sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 1.5 / 5
• Analyst Rating: Buy

Consensus Rating

Patria Investments has received a consensus rating of Buy. The company's average rating score is 3.00, and is based on 1 buy rating, no hold ratings, and no sell ratings.

Amount of Analyst Coverage

Patria Investments has received no research coverage in the past 90 days.

Earnings and Valuation

• Score: 1.3 / 5
• Proj. Earnings Growth: 14.39%

Earnings Growth

Earnings for Patria Investments are expected to grow by 14.39% in the coming year, from $1.39 to $1.59 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of Patria Investments is 26.82, which means that it is trading at a more expensive P/E ratio than the market average P/E ratio of about 26.26.

Price to Earnings Ratio vs. Sector

The P/E ratio of Patria Investments is 26.82, which means that it is trading at a more expensive P/E ratio than the Finance sector average P/E ratio of about 19.29.

Price to Earnings Growth Ratio

Patria Investments has a PEG Ratio of 1.28. PEG Ratios above 1 indicate that a company could be overvalued.

Price to Book Value per Share Ratio

Patria Investments has a P/B Ratio of 1.42. P/B Ratios below 3 indicates that a company is reasonably valued with respect to its assets and liabilities.

Short Interest

• Score: 3.0 / 5
• Short Interest Level: Healthy

Percentage of Shares Shorted

3.78% of the float of Patria Investments has been sold short.

Short Interest Ratio / Days to Cover

Patria Investments has a short interest ratio ("days to cover") of 3.8, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Patria Investments has recently increased by 4.55%, indicating that investor sentiment is decreasing.

Dividend

• Score: 2.5 / 5
• Dividend Strength: Moderate

Dividend Leadership

Patria Investments is a leading dividend payer. It pays a dividend yield of 4.32%, putting its dividend yield in the top 25% of dividend-paying stocks.

Dividend Growth

Patria Investments does not have a long track record of dividend growth.

Dividend Coverage

The dividend payout ratio of Patria Investments is 122.45%. Payout ratios above 75% are not desirable because they may not be sustainable.

Dividend Sustainability

Based on earnings estimates, Patria Investments will have a dividend payout ratio of 37.74% next year. This indicates that Patria Investments will be able to sustain or increase its dividend.

Sustainability and ESG

• Score: N/A
• Environmental Score: N/A

Percentage of Shares Shorted

3.78% of the float of Patria Investments has been sold short.

Short Interest Ratio / Days to Cover

Patria Investments has a short interest ratio ("days to cover") of 3.8, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Patria Investments has recently increased by 4.55%, indicating that investor sentiment is decreasing.

News and Social Media

• Score: 1.8 / 5
• News Sentiment: 0.18

News Sentiment

Patria Investments has a news sentiment score of 0.18. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This is a lower news sentiment than the 0.94 average news sentiment score of Finance companies.

News Coverage This Week

MarketBeat has tracked 2 news articles for Patria Investments this week, compared to 2 articles on an average week.

Search Interest

Only 1 people have searched for PAX on MarketBeat in the last 30 days. This is a decrease of -67% compared to the previous 30 days.

MarketBeat Follows

4 people have added Patria Investments to their MarketBeat watchlist in the last 30 days. This is an increase of 300% compared to the previous 30 days.

Company Ownership

• Score: 3.3 / 5
• Insider Trading: N/A

Insider Buying vs. Insider Selling

In the past three months, Patria Investments insiders have not sold or bought any company stock.

Percentage Held by Insiders

58.10% of the stock of Patria Investments is held by insiders. A high percentage of insider ownership can be a sign of company health.

Percentage Held by Institutions

96.27% of the stock of Patria Investments is held by institutions. High institutional ownership can be a signal of strong market trust in this company.

PAX Stock Analysis - Frequently Asked Questions

How have PAX shares performed this year?

Patria Investments' stock was trading at $11.63 at the beginning of the year. Since then, PAX stock has increased by 15.3% and is now trading at $13.41.

How were Patria Investments' earnings last quarter?

Patria Investments Limited (NYSE:PAX) released its quarterly earnings data on Tuesday, November, 5th. The company reported $0.23 EPS for the quarter, missing the consensus estimate of $0.24 by $0.01. The company earned $78.10 million during the quarter, compared to analysts' expectations of $76.55 million. Patria Investments had a trailing twelve-month return on equity of 38.68% and a net margin of 19.91%.

When did Patria Investments IPO?

Patria Investments (PAX) raised $400 million in an initial public offering (IPO) on Friday, January 22nd 2021. The company issued 26,700,000 shares at a price of $14.00-$16.00 per share. J.P. Morgan, BofA Securities, Credit Suisse and Goldman Sachs served as the underwriters for the IPO and Bradesco BBI, BTG Pactual, Itaú BBA, Keefe, Bruyette & Woods (A Stifel Company), mSantander and ,XP Investments were co-managers.

Who are Patria Investments' major shareholders?

Patria Investments' top institutional investors include Farther Finance Advisors LLC (0.04%) and AdvisorNet Financial Inc (0.01%).

How do I buy shares of Patria Investments?

Shares of PAX stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

What other stocks do shareholders of Patria Investments own?

Based on aggregate information from My MarketBeat watchlists, some other companies that Patria Investments investors own include NVIDIA (NVDA), Broadcom (AVGO), Meta Platforms (META), Arista Networks (ANET), Adobe (ADBE), Jabil (JBL) and ServiceNow (NOW).

Company Calendar

• Last Earnings: 11/05/2024
• Record date for 6/12 Dividend: 5/14/2025
• Ex-Dividend for 6/12 Dividend: 5/14/2025
• Dividend Payable: 6/12/2025
• Today: 7/14/2025
• Fiscal Year End: 12/31/2025

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Finance
• Industry: Investment advice
• Sub-Industry: Trading
• Current Symbol: NYSE:PAX
• CIK: 1825570
• Web: www.patria.com
• Phone: 34-56-404-90
• Fax: N/A
• Employees: 390
• Year Founded: N/A

Price Target and Rating

• Average Price Target for Patria Investments: $14.00
• High Price Target: $14.00
• Low Price Target: $14.00
• Potential Upside/Downside: +4.4%
• Consensus Rating: Buy
• Rating Score (0-4): 3.00
• Research Coverage: 1 Analysts

Profitability

• EPS (Trailing Twelve Months): $0.49
• Trailing P/E Ratio: 26.83
• Forward P/E Ratio: 9.65
• P/E Growth: 1.28
• Net Income: $73.40 million
• Net Margins: 19.91%
• Pretax Margin: 25.58%
• Return on Equity: 38.68%
• Return on Assets: 15.84%

Debt

• Debt-to-Equity Ratio: 0.31
• Current Ratio: 0.91
• Quick Ratio: 0.91

Sales & Book Value

• Annual Sales: $390.10 million
• Price / Sales: 2.09
• Cash Flow: $4.25 per share
• Price / Cash Flow: 3.16
• Book Value: $9.43 per share
• Price / Book: 1.42

Miscellaneous

• Outstanding Shares: 60,641,000
• Free Float: 25,042,000
• Market Cap: $813.50 million
• Optionable: Optionable
• Beta: 0.69