Patria Investments (PAX) Stock Price, News & Analysis

Company Overview

Patria Investments Limited (NYSE: PAX) is a Brazil-based alternative asset management firm specializing in private equity, infrastructure, real estate and credit investments. Since its founding in 1988, the firm has focused on identifying and partnering with high-potential companies and projects across Latin America. Patria’s investment approach combines local market expertise with global best practices to structure and manage portfolios that aim to deliver long-term value to institutional and high-net-worth clients.

The company’s core business activities include private equity funds targeting mid-market and large-cap buyouts, infrastructure funds investing in essential assets such as energy and transportation, real estate strategies encompassing residential, commercial and logistics properties, and credit funds that provide financing solutions across the capital structure. Patria also offers co-investment opportunities and manages portfolios of listed equities with an emphasis on ESG integration and sector selectivity.

Headquartered in Rio de Janeiro, Patria operates regional offices throughout Latin America and maintains a presence in North America to support cross-border transactions and investor relations. Over the years, the firm has grown its platform to serve a diversified client base comprising pension funds, sovereign wealth funds, endowments, family offices and private individuals. Its geographic footprint and in-depth local networks enable Patria to source proprietary deals and provide hands-on operational support to portfolio companies.

Led by an experienced management team with deep industry and regional knowledge, Patria Investments leverages rigorous due diligence, active portfolio management and a disciplined exit strategy to pursue consistent returns. The company’s commitment to transparency, risk management and sustainability positions it as a prominent alternative asset manager serving the evolving needs of investors seeking exposure to Latin America’s growth opportunities.

Key Stats

• Today's Range: $11.01 to $11.24
• 50-Day Range: $10.93 to $13.35
• 52-Week Range: $10.72 to $17.80
• Volume: 540,034 shs
• Average Volume: 969,404 shs
• Market Capitalization: $733.08 million
• P/E Ratio: 22.04
• Dividend Yield: 5.90%
• Price Target: $17.00
• Consensus Rating: Hold

Patria Investments Stock Analysis - MarketRank™

Patria Investments scored higher than 98% of companies evaluated by MarketBeat, and ranked 41st out of 881 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: 3.6 / 5
• Analyst Rating: Hold

Consensus Rating

Patria Investments has received a consensus rating of Hold. The company's average rating score is 2.00, and is based on no strong buy ratings, 1 buy rating, 1 hold rating, and 1 sell rating.

Upside Potential

Patria Investments has a consensus price target of $17.00, representing about 54.3% upside from its current price of $11.02.

Amount of Analyst Coverage

Patria Investments has only been the subject of 3 research reports in the past 90 days.

Earnings and Valuation

• Score: 2.5 / 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 22.04, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 44.79.

Price to Earnings Ratio vs. Sector

The P/E ratio of Patria Investments is 22.04, which means that it is trading at a less expensive P/E ratio than the Finance sector average P/E ratio of about 23.96.

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 1.17. P/B Ratios below 3 indicates that a company is reasonably valued with respect to its assets and liabilities.

Short Interest

• Score: N/A
• Short Interest Level: N/A

Short Interest

There is no current short interest data available for PAX.

Dividend

• Score: 2.5 / 5
• Dividend Strength: Moderate

Dividend Leadership

Patria Investments is a leading dividend payer. It pays a dividend yield of 5.82%, 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 144.44%. 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 40.88% next year. This indicates that Patria Investments will be able to sustain or increase its dividend.

News and Social Media

• Score: 4.2 / 5
• News Sentiment: 1.72

News Sentiment

Patria Investments has a news sentiment score of 1.72. 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 higher news sentiment than the 0.65 average news sentiment score of Finance companies.

News Coverage This Week

MarketBeat has tracked 4 news articles for Patria Investments this week, compared to 2 articles on an average week.

Search Interest

Only 2 people have searched for PAX on MarketBeat in the last 30 days. This is a decrease of -33% compared to the previous 30 days.

MarketBeat Follows

1 people have added Patria Investments to their MarketBeat watchlist in the last 30 days.

Company Ownership

• Score: 4.3 / 5
• Insider Trading: Acquiring Shares

Net Insider Buying

Over the last three months, insiders have purchased a net $335,850.00 in company stock, which represents 0.0458% of the company's market cap.

Insider Buying vs. Insider Selling

In the past three months, Patria Investments insiders have bought more of their company's stock than they have sold. Specifically, they have bought $335,850.00 in company stock and sold $0.00 in 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.

Company Calendar

• Last Earnings: 11/05/2024
• Record date for 3/12 Dividend: 2/20/2026
• Ex-Dividend for 3/12 Dividend: 2/20/2026
• Dividend Payable: 3/12/2026
• Record date for 6/11 Dividend: 5/18/2026
• Ex-Dividend for 6/11 Dividend: 5/18/2026
• Today: 5/24/2026
• Dividend Payable: 6/11/2026
• Fiscal Year End: 12/31/2026

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: 1988

Price Target and Rating

• Average Price Target for Patria Investments: $17.00
• High Price Target: $18.00
• Low Price Target: $16.00
• Potential Upside/Downside: +54.3%
• Consensus Rating: Hold
• Rating Score (0-4): 2.00
• Research Coverage: 3 Analysts

Profitability

• EPS (Trailing Twelve Months): $0.45
• Trailing P/E Ratio: 22.04
• Forward P/E Ratio: 7.93
• 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: $381.73 million
• Price / Sales: 1.92
• Cash Flow: $3.49 per share
• Price / Cash Flow: 3.16
• Book Value: $9.43 per share
• Price / Book: 1.17

Miscellaneous

• Outstanding Shares: 66,523,000
• Free Float: 25,042,000
• Market Cap: $733.08 million
• Optionable: Optionable
• Beta: 0.77