Patria Investments (PAX) Tax Rate (2020 - 2025)

Patria Investments (PAX) recorded quarterly Tax Rate of 21.48% in Q4 2025, down 1386.46% quarter-over-quarter from 1.45% in Q3 2025, and down 3845.0% on a YoY basis from 0.57% in Q4 2024.

Patria Investments (PAX) Tax Rate (2020 - 2025) Analysis & Trends

Patria Investments' Tax Rate history runs 6 years deep, the most recent figure standing at 21.48% for Q4 2025.

  • In Q4 2025, Tax Rate fell 3845.0% year-over-year to 21.48%; the TTM figure through Dec 2025 stood at 1.03% (up 340.0% YoY), while the FY2025 annual figure was 1.86%, down 1012.0% from the prior year.
  • Tax Rate was 21.48% for Q4 2025 at Patria Investments, down from 1.45% in the prior quarter.
  • In the past five years, Tax Rate ranged from a high of 100.63% in Q2 2024 to a low of 81.51% in Q3 2024.
  • Historically, Tax Rate has averaged 11.44% across 5 years, with a median of 8.81% in 2022.
  • Biggest YoY gain for Tax Rate was 9038 bps in 2024; the steepest drop was 10011 bps in 2024.
  • A 5-year view of Tax Rate shows it stood at 1.77% in 2021, then soared by 2567 bps to 47.17% in 2022, then retreated by 27 bps to 34.62% in 2023, then slumped by 51 bps to 16.96% in 2024, then tumbled by 227 bps to 21.48% in 2025.
  • The last three Tax Rate figures came in at 21.48% (Q4 2025), 1.45% (Q3 2025), and 37.8% (Q2 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 18.16
2 Blackstone 96.85 Bn 95.80 Bn - 13.55
3 Kkr 86.45 Bn 133.96 Bn - 40.05
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 598.59
5 State Street 46.95 Bn 21.27 Bn - 21.16
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 20.02
7 Northern Trust 31.92 Bn 31.92 Bn - 24.99
8 Raymond James Financial 30.62 Bn 19.37 Bn - -
9 Ares Management 29.04 Bn 32.41 Bn - 19.13
10 Patria Investments 181,920.00 -88.53 Mn - -21.48

Historic Data

Download Data
DateValue
Dec 31, 2025 -21.48%
Dec 31, 2025 -21.48%
Sep 30, 2025 -1.45%
Sep 30, 2025 -1.45%
Jun 30, 2025 37.80%
Jun 30, 2025 37.80%
Mar 31, 2025 13.38%
Mar 31, 2025 13.38%
Dec 31, 2024 16.96%
Dec 31, 2024 16.96%
Sep 30, 2024 -81.51%
Sep 30, 2024 -81.51%
Jun 30, 2024 100.63%
Jun 30, 2024 100.63%
Mar 31, 2024 17.07%
Mar 31, 2024 17.07%
Dec 31, 2023 34.62%
Dec 31, 2023 34.62%
Sep 30, 2023 18.60%
Sep 30, 2023 18.60%