Patria Investments Ltd (NASDAQ: PAX) is a Financial Services company in the Asset Management industry. QuoTrend tracks its price, financials, earnings, analyst ratings and insider trades.
| Index | - | P/E | 22.33 | EPS (ttm) | 0.45 | Insider Own | 5.16% | Shs Outstand | 161.37M | Perf Week | -6.51% |
| Market Cap | 1.62B | Forward P/E | 6.75 | EPS next Y | 1.49 | Insider Trans | 2.29% | Shs Float | 150.74M | Perf Month | -10.75% |
| Enterprise Value | 2.10B | PEG | 2.35 | EPS next Q | 0.31 | Inst Own | - | Short Float | 3.97% | Perf Quarter | -12.99% |
| Income | 71.00M | P/S | 3.74 | EPS this Y | 201.78% | Inst Trans | - | Short Ratio | 5.96 | Perf Half Y | -10.83% |
| Sales | 434.00M | P/B | 2.54 | EPS next Y | 9.57% | ROA | 3.84% | Short Interest | 5.98M | Perf YTD | -36.75% |
| Book/sh | 3.96 | P/C | 14.23 | EPS next 5Y | 9.50% | ROE | 12.05% | 52W High | 17.80 -43.54% | Perf Year | -31.91% |
| Cash/sh | 0.71 | P/FCF | 15.18 | EPS past 3/5Y | -5.01% 2.82% | ROIC | 6.61% | 52W Low | 9.97 0.80% | Perf 3Y | -30.55% |
| Dividend Est. | 0.65 (6.47%) | EV/EBITDA | 13.48 | Sales past 3/5Y | 14.03% 27.27% | Gross Margin | 88.89% | Volatility | 2.90% 2.72% | Perf 5Y | -42.51% |
| Dividend TTM | 0.63 (6.22%) | EV/Sales | 4.84 | EPS Y/Y TTM | -4.26% | Oper. Margin | 31.05% | ATR (14) | 0.32 | Perf 10Y | - |
| Dividend Ex-Date | Aug 10, 2026 | Quick Ratio | 1.83 | Sales Y/Y TTM | 16.04% | Profit Margin | 16.05% | RSI (14) | 26.46 | Recom | 2.40 |
| Dividend Gr. 3/5Y | -5.10% - | Current Ratio | 1.83 | EPS Q/Q | 33.33% | SMA20 | -9.14% | Beta | 0.78 | Target Price | 14.00 |
| Payout | 103.04% | Debt/Eq | 0.31 | Sales Q/Q | 39.76% | SMA50 | -9.53% | Rel Volume | 0.75 | Prev Close | 10.06 |
| Employees | 548 | LT Debt/Eq | 0.31 | Earnings | Nov 10 | SMA200 | -21.28% | Avg Volume | 1.07M | Price | 10.05 |
| IPO Date | Jan 22, 2021 | Option/Short | Yes / Yes | EPS/Sales Surpr. | 12.64% -15.92% | Net Debt/EBITDA | 3.44 | Volume | 809,158 | Change | -0.10% |
| Date | Action | Analyst | Rating | Target |
|---|---|---|---|---|
| Sep-09-26 | Reiterated | Wells Fargo | $10 | |
| Apr-24-26 | Reiterated | Goldman Sachs | Buy | $20 → $18 |
| Jan-28-26 | Reiterated | Goldman Sachs | Buy | $20 |
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.
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| Line Item (USD, M) | TTM — | FY 2025 12/31/2025 | FY 2024 12/31/2024 | FY 2023 12/31/2023 | FY 2022 12/31/2022 | FY 2021 12/31/2021 | FY 2020 12/31/2020 | FY 2019 12/31/2019 | FY 2018 12/31/2018 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | 434 | 384 | 374 | — | — | — | — | — | — | |
| Cost of Goods Sold Incl. D&A | 48 | 15 | 50 | — | — | — | — | — | — | |
| Gross Profit | 387 | 369 | 324 | — | — | — | — | — | — | |
| Selling, General and Administrative Excl. Other | 37 | 44 | 121 | — | — | — | — | — | — | |
| Research and Development | 0 | 0 | 0 | — | — | — | — | — | — | |
| Other Operating Expense | 215 | 194 | 37 | — | — | — | — | — | — | |
| Operating Income | 135 | 131 | 166 | — | — | — | — | — | — | |
| Interest Expense | 34 | 0 | 11 | — | — | — | — | — | — | |
| Unusual Expense | — | — | — | — | — | — | — | — | — | |
| Non-Operating Income (Expense) | -12 | -39 | -69 | — | — | — | — | — | — | |
| Net Income Before Taxes | 89 | 92 | 86 | — | — | — | — | — | — | |
| Income Taxes | 10 | 2 | 10 | — | — | — | — | — | — | |
| Consolidated Net Income | 71 | 86 | 72 | — | — | — | — | — | — | |
| Net Income From Continuing Operations | 80 | 91 | 76 | — | — | — | — | — | — | |
| Net Income | 71 | 86 | 72 | — | — | — | — | — | — | |
| EPS (Recurring) | 0.45 | 0.54 | 0.47 | — | — | — | — | — | — | |
| EPS (Basic, Before Extraordinaries) | 0.45 | 0.54 | 0.47 | — | — | — | — | — | — | |
| EPS (Diluted) | 0.45 | 0.54 | 0.47 | — | — | — | — | — | — | |
| EBITDA | 156 | 131 | 133 | — | — | — | — | — | — | |
| Other After Tax Adjustments | — | — | — | — | — | — | — | — | — | |
| Stock Option Compensation Expense | — | — | — | — | — | — | — | — | — | |
| Price To Earnings Ratio | 22.33 | 29.43 | 24.74 | — | — | — | — | — | — | |
| Price To Sales Ratio | 3.71 | 6.54 | 4.79 | — | — | — | — | — | — | |
| Gross Margin | 89.17 | 96.09 | 86.63 | — | — | — | — | — | — | |
| Operating Margin | 31.11 | 34.11 | 44.39 | — | — | — | — | — | — | |
| Net Margin | 16.36 | 22.40 | 19.25 | — | — | — | — | — | — | |
| Shares Outstanding | 160 | 158 | 154 | — | — | — | — | — | — | |
| Market Capitalization | 1,608 | 2,511 | 1,791 | — | — | — | — | — | — | |
| Operating Lease Expense | — | — | — | — | — | — | — | — | — |
| Insider | Relationship | Date | Transaction | Cost | #Shares | Value ($) | #Shares Total | SEC Form 4 |
|---|---|---|---|---|---|---|---|---|
| D'Ippolito Marco Nicola | CEO of Global Private Markets | Aug 06 '26 | Sale | 11.29 | 7,004 | 79,075 | 443,178 | Aug 24 |
| D'Ippolito Marco Nicola | CEO of Global Private Markets | Apr 14 '26 | Sale | 11.56 | 7,500 | 86,700 | 443,178 | Aug 24 |
| Neto Olimpio Matarazzo | Director | Jun 05 '26 | Buy | 11.46 | 50,000 | 573,000 | 235,000 | Jun 05 |
| Neto Olimpio Matarazzo | Director | Jun 03 '26 | Buy | 11.13 | 50,000 | 556,250 | 185,000 | Jun 05 |
| Neto Olimpio Matarazzo | Director | May 29 '26 | Buy | 11.46 | 15,000 | 171,900 | 105,000 | Jun 01 |
| Neto Olimpio Matarazzo | Director | May 28 '26 | Buy | 11.50 | 15,000 | 172,500 | 90,000 | Jun 01 |
| Neto Olimpio Matarazzo | Director | May 27 '26 | Buy | 11.48 | 15,000 | 172,200 | 75,000 | May 28 |
| Neto Olimpio Matarazzo | Director | May 26 '26 | Buy | 11.31 | 15,000 | 169,650 | 60,000 | May 28 |
| Neto Olimpio Matarazzo | Director | May 21 '26 | Buy | 11.14 | 15,000 | 167,100 | 45,000 | May 22 |
| Neto Olimpio Matarazzo | Director | May 20 '26 | Buy | 10.99 | 15,000 | 164,850 | 30,000 | May 22 |
| Neto Olimpio Matarazzo | Director | May 15 '26 | Buy | 11.40 | 15,000 | 171,000 | 15,000 | May 22 |
| LANDMAN WILLIAM | Director | Nov 20 '07 | Buy | 7.50 | 420,000 | 3,150,000 | 420,000 | Nov 16 |
| Malibu Partner LLC | 10% Owner | Nov 06 '09 | Buy | 0.00 | 1,367,990 | 0 | 6,458,249 | Nov 12 |
| Malibu Partner LLC | 10% Owner | Oct 30 '09 | Buy | 0.00 | 1,386,338 | 0 | 5,090,259 | Nov 12 |
| Gressel Daniel L | Director | Dec 03 '07 | Buy | 7.50 | 200,000 | 1,500,000 | 200,000 | Feb 14 |