Patria Investments Limited (PAX) Return on Investment ROI from the second quarter of 2026 to second quarter of 2025 and for the year 2026, average high and low, overall ranking from Jun 30 2026 to 0 - CSIMarket
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Patria Investments Limited  (NASDAQ: PAX)
    Sector • Financial    Industry • Investment Services
   Industry • Investment Services
   Sector • Financial


Patria Investments Limited's ROI from its second quarter of 2026 to the second quarter of 2025 and 5 Year Period

Return on Investment, Quarterly Results, Trends, Rankings, Statistics

What is Patria Investments Limited's ROI in the second quarter of 2026?
Patria Investments Limited achieved a return on average invested assets (ROI) of 3.96 % in its second quarter of 2026, which is below Patria Investments Limited's average return on investment, which stands at 14.39%.

ROI fell compared to the first quarter of 2026, despite the net income growth of 217.39% from the first quarter of 2026.

Within the Financial sector 116 other companies had a higher return on investment. While return on investment, the total ranking has deteriorated compared to the first quarter of 2026 from to 1158.

Definition and Formula of Return on Investment



Return On Investment (Jun 30 2026)
II. Quarter
(Mar 31 2026)
I. Quarter
(Dec 31 2025)
IV. Quarter
0
III. Quarter
0
II. Quarter
Y / Y Investment Change TTM 51.21 % 41.84 % 33.56 % 32.13 % 30.54 %
Y / Y Net Income Change TTM -36.96 % -25.88 % -31.96 % - -
Investment (TTM) in Millions 1,819 1,733 1,080 1,080 1,080
Return On Investment (TTM) 3.96 % 4.51 % 4.77 % 9.05 % 9.51 %
PAX's Overall Ranking # 1158 # # # # 608
Seq. Investment Change TTM 14.86 % 15.11 % 6.7 % 7.18 % 7.74 %
Seq. Net Income Change TTM 0.89 % 8.93 % -43.77 % 2 % 18.63 %
Net Income (TTM) in Millions 57 56 52 92 90




Return On Investment PAX's Ranking
Within: No.
Industry # 25
Sector # 117
Overall # 1158

Return On Investment Statistics
High Average Low
20.03 %
14.39 %
8.38 %
(Dec 31 2021)   (Dec 31 2025)



  News about Patria Investments Limited Return on Investment ROI

Patria Investments Solidifies Position as a Leading Real Estate Manager in Brazil and Latin America with Transfer of Credit Suisse's Brazilian Real Estate Business

May 28, 2024



Patria Investments Limited (Patria), a prominent global alternative asset manager and a key player in the Latin American market, has successfully fulfilled all requirements for the transfer of management of Credit Suisse s Real Estate funds (FIIs) in Brazil. With approval from the REIT shareholders in place, this strategic move positions Patria as one of the leading real estate managers in Brazil and Latin America. The transfer, expected to be completed by August 30th, will add approximately $2.4 billion of Fee Earning AUM to Patria s real estate business, boosting its total Fee Earning AUM to over $6 billion.
Rapid Growth in Patria s Real Estate Business:
Patria s real estate business has experienced significant growth since its initial public offering (IPO) in 2021. The acquisition of Credit Suisse s Real Estate funds marks a remarkable milestone, with the AUM increasing from less than $700 million at the time of the IPO to over $6 billion. This expansion further strengthens Patria s market position and substantiates its reputation as a trusted and capable real estate manager.






Financial Statements
Patria Investments Limited's II. Quarter Investments $ 1,819 Millions PAX's Balance sheet
Patria Investments Limited's II. Quarter Income $ 15 Millions Quarterly PAX's Income Statement
PAX's Income by Division See PAX's Income by Division


PAX Annual Return On Investment (Dec 31 2025)
2025
(Dec 31 2024)
2023
(Dec 31 2022)
2022
(Dec 31 2021)
2021
(Dec 31 2020)
2020
Total Investments in Millions 1,080 839 638 605 59
Y / Y Investment Growth 28.72 % 31.48 % 5.48 % 921.12 % -
Net Income in Millions 91 121 94 121 62
Y / Y Net Income Growth -25.05 % 28.38 % -22.35 % 95.98 % -
Annual Return On Investment 8.38 % 14.4 % 14.74 % 20.03 % 104.36 %


Annual Roi Comment
In the fiscal year 2025 ROI decreased relative to the previous year to 8.38 %, due to deterioration of net income.

Definition and Formula of Return on Investment

Other ROI Ratios
Investment Services Industry Roi Trends and Statistics
Financial Sector Return On Investment Statistics
Roi Trends for overall market
PAX's Roi Ratio versus Investment Services Industry, Financial Sector and total Market
Highest Ranking Return On Investment
Lowest Ranking Return On Investment
Subscribers only: Roi for PAX's Competitors
Subscribers only: Roi for Patria Investments Limited's Suppliers
Subscribers only: Return On Investment for PAX's Customers

Other Ratios
PAX's Roa PAX's Inventory Turnover Ratio PAX's Growth Rates PAX's Dividend Statistics
PAX's Profitability Ratios PAX's Asset Turnover Ratio PAX's Dividend Growth
PAX's Roe PAX's Valuation Ratios PAX's Financial Strength Ratios PAX's Dividend Payout Ratio



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Public Storage  10.56 %
Brookfield Oaktree Holdings Llc  10.48 %
Universal Insurance Holdings Inc   10.47 %
Cohen and Co Inc   10.29 %
Primerica Inc   10.23 %
Invesco Db Commodity Index Tracking Fund  10.17 %
Invesco Db Precious Metals Fund  9.89 %
Hippo Holdings Inc   9.84 %
Essent Group Ltd   9.69 %
Aflac Incorporated  9.64 %
Aon Plc  9.54 %
Houlihan Lokey Inc   9.53 %
Nmi Holdings Inc   9.51 %
American Integrity Insurance Group Inc   9.29 %
White Mountains Insurance Group ltd  9.26 %
Euronet Worldwide Inc   9.20 %
Uniti Group Inc   9.14 %
W R Berkley Corp  8.98 %
Cincinnati Financial Corporation  8.98 %
Kingstone Companies Inc   8.95 %
Robinhood Markets Inc   8.94 %
Travelers Companies inc   8.93 %
Amerisafe Inc   8.87 %
Omega Healthcare Investors Inc   8.79 %
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Renaissancere Holdings Ltd  8.70 %
Ategrity Specialty Insurance Company Holdings  8.70 %


Date modified: 2026-10-05T15:26:41+00:00



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