PAX

Patria Investments Limited ( PAX ) Q3 2026 Earnings Call November 3, 2026 9:00 AM EST Company Participants Andre Medina - Investor Relations Director Alexandre Teixeira de Assumpção Saigh - Co-Founder, CEO, Senior Managing Partner & Board Member Raphael Denadai - Partner & CFO Jose Augusto de Araujo Teixeira - Partner & Head Shareholder Relations Conference Call Participants Ricardo Buchpiguel - Banco BTG Pactual S.A., Research Division William Buonsanti Barranjard - Itaú Corretora de Valores S.A.

Patria Investments (PAX) came out with quarterly earnings of $0.3 per share, beating the Zacks Consensus Estimate of $0.28 per share. This compares to earnings of $0.3 per share a year ago.

GRAND CAYMAN, Cayman Islands, Nov. 03, 2026 (GLOBE NEWSWIRE) -- Patria Investments Limited (Nasdaq:PAX) reported today its unaudited results for the third quarter ended September 30, 2026. The full detailed presentation of Patria's third quarter 2026 results can be accessed on the Shareholders section of Patria's website at https://ir.patria.com/.

Patria Investments sold off sharply after Brazil's election, but most fee income is not tied to the real, and costs are largely in local currency. PAX's fee-earning AUM reached $48.9B, with 44% exposed to soft currencies; only real estate and certain carry are materially impacted by FX moves. At $9.77, PAX trades at 7x LTM distributable earnings, a historic low and a 39% discount to Vinci Compass, despite resilient forward distributable earnings and a 6.7% yield.

Patria Investments (PAX) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Patria Investments Limited (PAX) Shareholder/Analyst Call Prepared Remarks Transcript

Patria Investments has declined 24% year-to-date, creating a buy-the-dip opportunity amid a discounted valuation versus global peers. PAX trades at 7.8x to 8.45x 2026 fee-related earnings, less than half the multiples of KKR and APO, despite targeting 13% annual FRE growth through 2027. PAX's $48.9 billion FEAUM is set to drive FRE of $1.42 to $1.54 per share in 2026, supporting a dividend yield currently at 5.5%.

GRAND CAYMAN, Cayman Islands, Oct. 21, 2026 (GLOBE NEWSWIRE) -- Patria Investments Limited (Nasdaq:PAX) announced today that it will release financial results for the third quarter 2026 on Tuesday, November 3, 2026, and host a conference call via public webcast at 9:00 a.m. ET.

Patria Investments (PAX) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Investors interested in Financial - Investment Management stocks are likely familiar with Patria Investments (PAX) and KKR & Co. Inc. (KKR). But which of these two stocks presents investors with the better value opportunity right now?