Patria Investments Limited · Financials · Asset Management
Scores & Status Key
AI Summary Scores: Intraday / Swing / Long scores are synthesized from multi-factor analysis for each timeframe. They summarize current conditions discussed in the report and do not constitute trading recommendations.
Intraday Trend Score: A 0–100 composite from the Trend Explorer™ analytics engine used for ranking and comparison. It describes current conditions and is not a forecast.
Trend Status: A rules-based label (Bullish / Mixed / Bearish) derived from signal confluence (trend structure, momentum, and positioning). It indicates alignment, not expected return.
Last
$13.13
−$0.37 (−2.77%) 4:00 PM ET
Prev closePrevC$13.50
OpenOpen$13.42
Day highHigh$13.42
Day lowLow$12.87
VolumeVol1,184,027
Avg volAvgVol1,158,554
On chart
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Intervals apply to 1D & 5D.
Intervals apply to 1D & 5D.
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Mkt cap
$2.09B
Sector
Financials
AI report sections
MIXED
PAX
Patria Investments Limited
PAX exhibits strong positive price momentum over 1–12 months and is trading near the top of its 52-week range, supported by multiple bullish technical signals. At the same time, overbought momentum readings and a high intraday short volume ratio point to elevated near-term positioning risk. The balance sheet shows positive equity and moderate leverage but current liabilities exceeding current assets, suggesting a need to monitor liquidity alongside ongoing expansion activity highlighted in recent news.
AI summarized at 10:39 AM ET, 2026-01-06
AI summary scores
INTRADAY:68SWING:74LONG:63
Volume vs average
Intraday (cumulative)
+19% (Above avg)
Vol/Avg: 1.19×
RSI
33.99(Weak)
Weak (30–40)
0255075100
MACD momentum
Intraday
+0.01 (Strong)
MACD: -0.01 Signal: -0.01
Short-Term
-0.01 (Weak)
MACD: -0.62 Signal: -0.62
Long-Term
-0.10 (Weak)
MACD: -0.76 Signal: -0.66
Intraday trend score
58.20
LOW32.90HIGH65.20
Latest news
PAX•12 articles•Positive: 11Neutral: 1Negative: 0
PositiveGlobeNewswire Inc.• Na
Patria Reports Fourth Quarter & Full Year 2025 Earnings Results
Patria Investments Limited reported record 2025 results with $7.7bn in organic fundraising, $40.8bn in FEAUM (up 24% YoY), and $202.5mn in Fee Related Earnings (up 19% YoY). The firm announced three strategic acquisitions: a 51% stake in Solis ($3.5bn FEAUM in Brazilian Private Credit), Brazilian REIT manager RBR ($1.3bn permanent capital), and pending acquisition of WP Global Partners ($1.8bn FEAUM in U.S. Lower-Middle-Market Private Equity).
Company reported record fundraising of $7.7bn for 2025, significant growth in FEAUM (24% YoY increase to $40.8bn), strong Fee Related Earnings growth (19% YoY), and announced three strategic acquisitions that expand capabilities and scale in key markets. Strong financial performance and positive momentum heading into 2026.
PositiveBenzinga• Globe Newswire
Patria Investments Announces Acquisition of WP Global Partners
Patria Investments (NASDAQ: PAX) announced an agreement to acquire WP Global Partners, a U.S.-based private equity solutions manager focused on the lower-middle-market. The all-cash acquisition will add approximately $1.8 billion in Fee-Earning AUM to Patria, bringing pro-forma GPMS FEAUM to over $13.3 billion. The transaction is expected to be accretive to both FRE and DE in the first year and strengthens Patria's North American presence and middle-market private equity capabilities.
PAXacquisitionprivate equitylower-middle-marketasset managementM&AAUM growthNorth America expansion
Sentiment note
The acquisition is strategically beneficial, expanding Patria's U.S. presence, broadening GP relationships, adding $1.8bn in FEAUM, and is expected to be accretive to earnings in the first year. The deal strengthens the company's middle-market private equity capabilities and supports its global diversification strategy.
PositiveGlobeNewswire Inc.• Na
Patria Investments Announces Acquisition of WP Global Partners
Patria Investments Limited announced an agreement to acquire WP Global Partners, a U.S.-based private equity solutions manager focused on the lower-middle-market. The all-cash transaction adds approximately $1.8 billion in Fee-Earning AUM to Patria's Global Private Markets Solutions, bringing pro-forma total FEAUM to over $13.3 billion. The acquisition is expected to be accretive to both FRE and DE in the first year and strengthens Patria's U.S. presence and middle-market private equity capabilities.
The acquisition strategically enhances Patria's scale in the U.S. market, expands its private equity capabilities, adds $1.8bn in FEAUM, and is expected to be accretive to earnings in the first year. The deal strengthens the company's diversification strategy and market position.
PositiveBenzinga• Globe Newswire
Patria Investments completes acquisition of 51% stake in Solis Investimentos
Patria Investments (NASDAQ: PAX) has completed its acquisition of a 51% stake in Solis Investimentos, a leading Brazilian CLO investment manager. The deal adds approximately $3.5 billion in Fee-Earning AUM to Patria, increasing its total Credit FEAUM by over 40% to more than $11.7 billion and solidifying its position as a leading Credit platform in Latin America. Solis will continue to be led by its founders with its 100+ person team remaining in place.
The acquisition significantly expands Patria's credit platform by over 40%, strengthening its position as a leading credit manager in Latin America. The deal adds substantial AUM and provides access to high-quality credit origination capabilities, representing strategic growth and market consolidation.
PositiveBenzinga• Globe Newswire
Patria Investments Announces Acquisition of RBR Gestão, adding US$ 1.5 bn in Listed Real Estate Investment Trusts ("REITs") in Brazil
Patria Investments is acquiring RBR Gestão, adding US$1.5 billion in listed Real Estate Investment Trusts (REITs) in Brazil, which will make them the leading REIT manager in the country and increase their Real Estate Fee Earning Assets under Management to US$8.5 billion.
PAXacquisitionREITsreal estateinvestmentBrazil
Sentiment note
The company is expanding its market position, increasing assets under management, and positioning itself as a leading REIT manager in Brazil through a strategic acquisition
PositiveBenzinga• Vandana Singh
UnitedHealth Unwinds Last South America Asset In $1 Billion Banmedica Sale
UnitedHealth Group has agreed to sell its remaining South American operation, Banmedica, to Brazilian private equity firm Patria Investments for $1 billion, continuing its strategy to streamline operations and exit Latin American markets.
UNHPAXBXdivestmenthealthcareSouth Americaprivate equityasset sale
Sentiment note
Acquiring Banmedica for $1 billion expands their healthcare portfolio and presents a potential growth opportunity in the South American market
PositiveBenzinga• Globe Newswire
Patria Investments announces acquisition of 51% stake in Solis Investimentos, a leading Asset Back Security-focused manager in Brazil
Patria Investments has agreed to acquire a 51% stake in Solis Investimentos, a Brazilian investment manager specializing in CLOs, which will increase Patria's Credit Fee-Earning AUM by over 40% to more than US$11.7 billion.
Expanding market position, increasing assets under management, and strategically entering a growing market segment with complementary capabilities
PositiveGlobeNewswire Inc.• Patria
Patria Reports Second Quarter 2025 Earnings Results
Patria reported strong Q2 2025 financial performance with $1.3 billion fundraising, $46 million Fee Related Earnings, and expects full-year fundraising to exceed initial $6 billion target despite global economic concerns.
Strong financial performance with 17% year-over-year FRE growth, increased fundraising expectations, organic growth exceeding 8%, and confident outlook despite potential economic headwinds
PositiveGlobeNewswire Inc.• N/A
Patria Reports First Quarter 2025 Earnings Results
Patria reported strong Q1 2025 results, with record fundraising of $3.2 billion, 21% year-over-year growth in Fee Related Earnings, and 46% year-over-year growth in FEAUM. Despite potential headwinds, the company is well-positioned to achieve its 2025 targets.
PAXPatriaQ1 2025 resultsfundraisingFee Related EarningsFEAUM
Sentiment note
The article highlights Patria's strong financial performance in Q1 2025, with record fundraising, growth in Fee Related Earnings and FEAUM, and confidence in achieving its 2025 targets despite potential headwinds.
NeutralBenzinga• Globe Newswire
Patria Announces Changed Record Date for Previously Announced Regular Quarterly Dividend
Patria Investments Limited (PAX) has amended the record date of its recently declared quarterly cash dividend from February 28, 2025 to February 25, 2025. The payment date will remain March 17, 2025.
PAXPatria Investmentsdividendrecord date
Sentiment note
The article announces a change in the record date for Patria's regular quarterly dividend, which is a neutral update for investors as it does not significantly impact the dividend itself.
PositiveGlobeNewswire Inc.• N/A
Patria Reports Fourth Quarter & Full Year 2024 Earnings Results
Patria reported strong financial results for Q4 and full year 2024, with Fee Related Earnings growth of 15% and Distributable Earnings of $189.2 million. The company is well-positioned to meet its 2025 targets of $6 billion in fundraising and $200-$225 million in Fee Related Earnings.
PAXPatriafinancial resultsFee Related EarningsDistributable Earningsfundraising targets
Sentiment note
The article highlights Patria's strong financial performance in 2024, with growth in key metrics like Fee Related Earnings and Distributable Earnings. The company also appears well-positioned to meet its ambitious targets for 2025, indicating a positive outlook for the business.
PositiveGlobeNewswire Inc.• N/A
Patria Reports Third Quarter 2024 Earnings Results
Patria reported strong Q3 2024 results, with Fee Earning AUM reaching $34 billion, a 58% year-over-year increase. The company generated $34.9 million in distributable earnings and remains confident in reaching its 2024 and 2025 financial targets.
The article highlights Patria's strong financial performance, including growth in Fee Earning AUM, distributable earnings, and confidence in meeting its financial targets. This suggests a positive outlook for the company.
News and sentiment labels describe article tone and are provided for research purposes only. They are not trading recommendations or forecasts.
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