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| Date | Value |
|---|---|
| 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% |