PAX · Patria Investments Ltd
$11.10
+0.89 (+8.72%)
At close · Oct 5
Return incl. dividend (before tax)
Market Cap
$1.65B
Shares
161.39M
Volume · Oct 5
3.1M
Avg daily vol (3M)
1.06M
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$10.21
Open$10.24
Day$10.01–10.25
52W close$10.00–17.59
Avg vol 30d1.1M
Short int5.5M · 3.4% float · 4.7d
Short vol57%
Last earningsJul 31, 2026
DataJan 2021–Oct 2026
Up next
Next earnings call
Oct 31, 2026
Est · unconfirmed
· in 4 wks
call held Jul 31, 2026
Metrics snapshot
Useful current figures from the complete screener profile.
Revenue (TTM)
—
Trailing 12 months
Net income (TTM)
—
Trailing 12 months
Revenue growth YoY
+2.0%
Year over year
Operating margin
—
Trailing 12 months
P / E (TTM)
—
Trailing earnings
FCF yield
—
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
—
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
—
Year over year · more shares
Price change (1Y)
-28.1%
Trailing year
Short interest
3.4%
Latest settlement · 4.7 days to cover
Equibles Rating
blended score · not investment adviceOverall
Sell
SellHoldBuy
Technical
Sell
Momentum
Very Weak
Sentiment
Neutral
Fundamentals
Limited
Quant / Vol
High
Market backdrop
VIX 15.3 · calm
Equity put/call 0.58
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
−18%
below
Price vs 50-day avg
−7%
below
RSI (14)
41
neutral
MACD trend
Positive
52-week position
3%
near low
Volume (OBV)
Confirms
volume backs price
Momentum
relative strength
1-month return
−10%
trailing
6-month return
−18%
trailing
YTD return
−36%
this year
Relative strength
−30%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $11 › 200d $12 — 200d above 50d
Institutional flow
Accumulating
2 of 148 funds reported for Sep 30 · net +286 sh shares
Insider flow
Distributing
Net -$79.1K over 90 days · 100% sells
Short interest
Falling
3.42% of float · ▼ -7.8% MoM · 4.7 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Steady
148 holders — mid 3-yr range
Squeeze score
59
elevated · 0–100
Fundamentals
Not enough data for a confident read.
Quant / Vol
risk profile
Volatility
30%
annualized · 1-yr
Max drawdown
−43%
past year
ATR
2.8%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Latest guidance
· from the Earnings Call filed Jun 30, 2026
2027 and onwards
FRE margin
58% – 60%
2025 through 2027
Three-year fundraising
$21B
the third quarter and the fourth quarter of 2026
Transaction and restructuring costs
$7M – $8M
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Sell
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
−18%
Bearish
Price vs 50-day avg
−7%
Bearish
RSI (14)
41
Neutral
MACD trend
Positive
Bullish
52-week position
3%
Bearish
Volume (OBV)
Confirms
Neutral
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross)
No cross
50d $11 › 200d $12 — 200d above 50d
Institutional flow
Accumulating
2 of 148 funds reported for Sep 30 · net +286 sh shares
Insider flow
Distributing
Net -$79.1K over 90 days · 100% sells
Short interest
Falling
3.42% of float · ▼ -7.8% MoM · 4.7 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Steady
148 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $10
Now $10 · 3%
Range high $18
vs 200-day avg -18%
vs 50-day avg -7%
Illustrative technical + ownership context — a signal mix, not investment advice.
Versus peers
Asset Management — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
PAX
this stock
Patria Investments Ltd
|
$1.65B | -35.7% | — | — | 3.4% |
|
BLK
BlackRock, Inc.
|
$347.03B | -1.0% | +16.2% | 25.6 | 0.6% |
|
KKR
KKR & Co. Inc.
|
$86.77B | -29.2% | -11.0% | — | 1.5% |
|
BX
Blackstone Inc.
|
$85.57B | -27.5% | +9.2% | 25.6 | 2.6% |
|
BN
BROOKFIELD Corp /ON/
|
$81.46B | -19.5% | — | — | 0.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Smart Money
Filings
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| PAX | -0.3% | -9.7% | -18.1% | +0.6% | -35.8% |
| SPY | -0.2% | -0.5% | +12.2% | +0.9% | +12.9% |
| vs SPY | -0.1% | -9.3% | -30.3% | -0.3% | -48.6% |