Patria Investments Reports Q4 Non-GAAP EPS Beat Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5d ago
0mins
Should l Buy PAX?
Source: seekingalpha
- Earnings Beat: Patria Investments reported a Q4 non-GAAP EPS of $0.50, exceeding expectations by $0.05, indicating the company's resilience and profitability in the current economic landscape.
- Revenue Miss: While total fee revenue reached $101 million, an 8.4% year-over-year increase, it fell short of the expected $112 million, reflecting intensified market competition and fluctuations in client demand impacting revenue.
- Executive Appointment: The appointment of Nikitas Psyllakis as the new COO aims to enhance operational efficiency and market responsiveness, further driving the achievement of the company's strategic objectives.
- Acquisition Strategy: The announcement of acquiring WP Global Partners is expected to strengthen Patria's investment portfolio in emerging markets, enhancing its competitive position and laying the groundwork for future growth.
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Analyst Views on PAX
Wall Street analysts forecast PAX stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PAX is 17.00 USD with a low forecast of 17.00 USD and a high forecast of 17.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
1 Analyst Rating
0 Buy
1 Hold
0 Sell
Hold
Current: 13.750
Low
17.00
Averages
17.00
High
17.00
Current: 13.750
Low
17.00
Averages
17.00
High
17.00
About PAX
Patria Investments Limited is a Cayman Islands-based global alternative investment company. The Company’s product offering encompasses six product lines, such as private equity, infrastructure, credit, public equities, real estate, and global private markets solutions. It seeks to provide global and Latin American investors with investment products that allow for portfolio diversification and consistent returns. Patria Private Equity seeks to create consistent quartile returns. It makes private investments in public equities. Patria Infrastructure performs equity investments in a diversified portfolio of infrastructure-related assets in Brazil and selected other Latin American countries. It has investment in real assets. It offers its clients a range of different credit solutions, and in addition to capital, the Company offers management advice. Its investment portfolio consists of healthcare, education, food and beverages, diversified agribusiness, transportation, energy, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Patria Investments Under Investigation for Securities Fraud
- Investigation Launched: Pomerantz LLP is investigating claims on behalf of investors in Patria Investments Limited (NASDAQ:PAX) regarding potential securities fraud or other unlawful business practices, highlighting serious concerns about corporate governance.
- Performance Allegations: On January 26, 2026, Snowcap Research published a report alleging that Patria may be overstating performance and masking losses within its flagship private equity and infrastructure funds, raising further concerns about its financial transparency.
- Stock Price Decline: Following the report, Patria's stock price fell by $0.78, or 4.55%, closing at $16.37 per share, indicating a decline in investor confidence regarding the company's future performance.
- Legal Context: Pomerantz LLP, a prominent securities class action law firm with over 85 years of experience, focuses on fighting for the rights of victims of securities fraud and corporate misconduct, demonstrating a strong commitment to protecting investor interests.
See More
Patria Investments Achieves Record Performance in 2025
- Record Fundraising: Patria Investments achieved a record $7.7 billion in organic fundraising for 2025, exceeding its revised target of $6.6 billion by over $1 billion, indicating strong market appeal and investor confidence.
- Fee-Related Earnings Growth: The company reported fee-related earnings of $203 million in 2025, up 19% year-over-year, not only meeting its annual target of $200 million but also reflecting effective cost management and enhanced profitability.
- AUM Expansion: As of Q4 2025, Patria's fee-earning AUM rose 24% to $41 billion, with pro forma acquisitions expected to increase this to approximately $47.4 billion, significantly strengthening its competitive position in private credit and real estate markets.
- Dividend and Buyback Plans: The company announced a dividend of $0.15 per share for Q4 2025, set to increase to $0.65 per share in 2026, alongside an approved buyback of an additional 3 million shares, demonstrating confidence in future cash flows and commitment to shareholder returns.
See More
Patria Investments Reports Q4 Non-GAAP EPS Beat Expectations
- Earnings Beat: Patria Investments reported a Q4 non-GAAP EPS of $0.50, exceeding expectations by $0.05, indicating the company's resilience and profitability in the current economic landscape.
- Revenue Miss: While total fee revenue reached $101 million, an 8.4% year-over-year increase, it fell short of the expected $112 million, reflecting intensified market competition and fluctuations in client demand impacting revenue.
- Executive Appointment: The appointment of Nikitas Psyllakis as the new COO aims to enhance operational efficiency and market responsiveness, further driving the achievement of the company's strategic objectives.
- Acquisition Strategy: The announcement of acquiring WP Global Partners is expected to strengthen Patria's investment portfolio in emerging markets, enhancing its competitive position and laying the groundwork for future growth.
See More
Patria Investments Adjusts Q4 2025 Earnings Release Date
- Earnings Release Date Change: Patria Investments has moved its Q4 and full-year 2025 earnings release from February 10, 2026, to February 3, 2026, aiming to provide financial information to investors earlier, thereby enhancing transparency and market confidence.
- Webcast Conference Call: The company will host a conference call via public webcast at 9:00 a.m. ET on the earnings release day, allowing investors to register through the provided link to stay updated on the latest company developments.
- Investor Relations Channels: Patria distributes its earnings releases via its website and email lists, enabling investors to sign up for press releases to stay informed about the company's operations and financial status, thereby enhancing engagement with stakeholders.
- Company Background: Patria is a global alternative asset management firm focused on the mid-market segment, managing over $51 billion in assets, and is committed to delivering sustainable investment returns in regions like Latin America and Europe, showcasing strong market competitiveness.
See More
Patria Investments Acquires WP Global Partners to Enhance Market Position
- Acquisition Overview: Patria Investments has agreed to acquire U.S.-based private equity solutions manager WP Global Partners in an all-cash deal, which will enhance Patria's scale in a strategic market, particularly strengthening its private equity capabilities in the lower-middle market.
- Financial Impact: The transaction involves a cash base price equivalent to 1.7% of fee-related AUM (FEAUM) and includes an all-cash earn-out subject to specific performance parameters to be paid in 2029, expected to positively impact fee-related earnings (FRE) and distributable earnings (DE) in the first year.
- AUM Growth: The addition of WP's approximately $1.8 billion in fee-related AUM will increase Patria's pro-forma total GPMS FEAUM to over $13.3 billion, significantly enhancing its competitive position and client reach in the market.
- Strategic Significance: This acquisition not only broadens Patria's relationships with GPs but also strengthens its client engagement capabilities in the U.S. market, further solidifying its leadership position in the lower-middle market.
See More
Patria Acquires WP Global Partners to Enhance U.S. Market Presence
- Acquisition Overview: Patria Investments has announced the acquisition of U.S.-based private equity solutions manager WP Global Partners, which will enhance its investment capabilities in North America and significantly strengthen its competitive position in the middle market.
- Asset Management Growth: Upon completion of the transaction, Patria's Global Private Markets Solutions (GMPS) Fee Earning Assets under Management (FEAUM) will exceed $13.3 billion, with nearly 40% of investments focused on U.S. assets, further solidifying its market position.
- Team Integration and Expansion: WP has 30 employees, including over 10 experienced investment professionals, and integrating its team will enhance Patria's investment and fundraising capabilities, driving its global diversification strategy forward.
- Financial Impact and Outlook: The transaction involves an all-cash base price equivalent to 1.7% of FEAUM, and it is expected to have a positive impact on Free Cash Flow and Adjusted Earnings in the first year, further propelling the company's growth.
See More
Patria Investments Under Investigation for Securities Fraud
- Investigation Launched: Pomerantz LLP is investigating claims on behalf of investors in Patria Investments Limited (NASDAQ:PAX) regarding potential securities fraud or other unlawful business practices, highlighting serious concerns about corporate governance.
- Performance Allegations: On January 26, 2026, Snowcap Research published a report alleging that Patria may be overstating performance and masking losses within its flagship private equity and infrastructure funds, raising further concerns about its financial transparency.
- Stock Price Decline: Following the report, Patria's stock price fell by $0.78, or 4.55%, closing at $16.37 per share, indicating a decline in investor confidence regarding the company's future performance.
- Legal Context: Pomerantz LLP, a prominent securities class action law firm with over 85 years of experience, focuses on fighting for the rights of victims of securities fraud and corporate misconduct, demonstrating a strong commitment to protecting investor interests.
See More
Patria Investments Achieves Record Performance in 2025
- Record Fundraising: Patria Investments achieved a record $7.7 billion in organic fundraising for 2025, exceeding its revised target of $6.6 billion by over $1 billion, indicating strong market appeal and investor confidence.
- Fee-Related Earnings Growth: The company reported fee-related earnings of $203 million in 2025, up 19% year-over-year, not only meeting its annual target of $200 million but also reflecting effective cost management and enhanced profitability.
- AUM Expansion: As of Q4 2025, Patria's fee-earning AUM rose 24% to $41 billion, with pro forma acquisitions expected to increase this to approximately $47.4 billion, significantly strengthening its competitive position in private credit and real estate markets.
- Dividend and Buyback Plans: The company announced a dividend of $0.15 per share for Q4 2025, set to increase to $0.65 per share in 2026, alongside an approved buyback of an additional 3 million shares, demonstrating confidence in future cash flows and commitment to shareholder returns.
See More
Patria Investments Reports Q4 Non-GAAP EPS Beat Expectations
- Earnings Beat: Patria Investments reported a Q4 non-GAAP EPS of $0.50, exceeding expectations by $0.05, indicating the company's resilience and profitability in the current economic landscape.
- Revenue Miss: While total fee revenue reached $101 million, an 8.4% year-over-year increase, it fell short of the expected $112 million, reflecting intensified market competition and fluctuations in client demand impacting revenue.
- Executive Appointment: The appointment of Nikitas Psyllakis as the new COO aims to enhance operational efficiency and market responsiveness, further driving the achievement of the company's strategic objectives.
- Acquisition Strategy: The announcement of acquiring WP Global Partners is expected to strengthen Patria's investment portfolio in emerging markets, enhancing its competitive position and laying the groundwork for future growth.
See More
Patria Investments Adjusts Q4 2025 Earnings Release Date
- Earnings Release Date Change: Patria Investments has moved its Q4 and full-year 2025 earnings release from February 10, 2026, to February 3, 2026, aiming to provide financial information to investors earlier, thereby enhancing transparency and market confidence.
- Webcast Conference Call: The company will host a conference call via public webcast at 9:00 a.m. ET on the earnings release day, allowing investors to register through the provided link to stay updated on the latest company developments.
- Investor Relations Channels: Patria distributes its earnings releases via its website and email lists, enabling investors to sign up for press releases to stay informed about the company's operations and financial status, thereby enhancing engagement with stakeholders.
- Company Background: Patria is a global alternative asset management firm focused on the mid-market segment, managing over $51 billion in assets, and is committed to delivering sustainable investment returns in regions like Latin America and Europe, showcasing strong market competitiveness.
See More
Patria Investments Acquires WP Global Partners to Enhance Market Position
- Acquisition Overview: Patria Investments has agreed to acquire U.S.-based private equity solutions manager WP Global Partners in an all-cash deal, which will enhance Patria's scale in a strategic market, particularly strengthening its private equity capabilities in the lower-middle market.
- Financial Impact: The transaction involves a cash base price equivalent to 1.7% of fee-related AUM (FEAUM) and includes an all-cash earn-out subject to specific performance parameters to be paid in 2029, expected to positively impact fee-related earnings (FRE) and distributable earnings (DE) in the first year.
- AUM Growth: The addition of WP's approximately $1.8 billion in fee-related AUM will increase Patria's pro-forma total GPMS FEAUM to over $13.3 billion, significantly enhancing its competitive position and client reach in the market.
- Strategic Significance: This acquisition not only broadens Patria's relationships with GPs but also strengthens its client engagement capabilities in the U.S. market, further solidifying its leadership position in the lower-middle market.
See More
Patria Acquires WP Global Partners to Enhance U.S. Market Presence
- Acquisition Overview: Patria Investments has announced the acquisition of U.S.-based private equity solutions manager WP Global Partners, which will enhance its investment capabilities in North America and significantly strengthen its competitive position in the middle market.
- Asset Management Growth: Upon completion of the transaction, Patria's Global Private Markets Solutions (GMPS) Fee Earning Assets under Management (FEAUM) will exceed $13.3 billion, with nearly 40% of investments focused on U.S. assets, further solidifying its market position.
- Team Integration and Expansion: WP has 30 employees, including over 10 experienced investment professionals, and integrating its team will enhance Patria's investment and fundraising capabilities, driving its global diversification strategy forward.
- Financial Impact and Outlook: The transaction involves an all-cash base price equivalent to 1.7% of FEAUM, and it is expected to have a positive impact on Free Cash Flow and Adjusted Earnings in the first year, further propelling the company's growth.
See More
