Patria Investments (PAX) Tax Rate (2020 - 2025)
Patria Investments' (PAX) quarterly Tax Rate came in at 2.49% in Q4 2025, down 9952.0% year-on-year from N/an in Q4 2024, and up 272.3% quarter-over-quarter from 1.45% in Q3 2025.
Patria Investments (PAX) Tax Rate (2020 - 2025) Analysis & Trends
Patria Investments' Tax Rate history runs 6 years deep, the most recent figure standing at 2.49% for Q4 2025.
- On a quarterly basis, Tax Rate fell 9952.0% year-over-year to 2.49% in Q4 2025; TTM through Dec 2025 was 4.74%, a 3464.0% increase from a year earlier, with the FY2025 full-year figure at 1.86%, down 1012.0% from the prior year.
- Tax Rate improved to 2.49% in Q4 2025 per PAX's latest filing, from 1.45% in the prior quarter.
- Across five years, Tax Rate topped out at 102.01% in Q4 2024 and bottomed at 81.51% in Q3 2024.
- The 5-year median for Tax Rate is 0.52% (2025), against an average of 5.39%.
- Biggest YoY gain for Tax Rate was 8006 bps in 2025; the steepest drop was 9952 bps in 2025.
- Year by year, Tax Rate stood at 3.86% in 2021, then soared by 405 bps to 11.79% in 2022, then jumped by 194 bps to 34.62% in 2023, then surged by 195 bps to 102.01% in 2024, then plunged by 98 bps to 2.49% in 2025.
- Per Business Quant, the three latest PAX Tax Rate figures stand at 2.49% (Q4 2025), 1.45% (Q3 2025), and 13.38% (Q1 2025).
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | -1.22% |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | 18.16% |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | 13.55% |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | 598.59% |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | 21.16% |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | 20.02% |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | 24.99% |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | 25.99% |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | 23.43% |
| 10 | Patria Investments | 1.72 Bn | 1.48 Bn | - | 2.49% |
Historic Data
Download Data| Date | Value |
|---|---|
| Dec 31, 2025 | 2.49% |
| Dec 31, 2025 | 2.49% |
| Dec 31, 2025 | 2.49% |
| Sep 30, 2025 | -1.45% |
| Sep 30, 2025 | -1.45% |
| Sep 30, 2025 | -1.45% |
| Mar 31, 2025 | 13.38% |
| Mar 31, 2025 | 13.38% |
| Mar 31, 2025 | 13.38% |
| Dec 31, 2024 | 102.01% |
| Dec 31, 2024 | 102.01% |
| Dec 31, 2024 | 102.01% |
| Sep 30, 2024 | -81.51% |
| Sep 30, 2024 | -81.51% |
| Sep 30, 2024 | -81.51% |
| Mar 31, 2024 | -21.02% |
| Mar 31, 2024 | -21.02% |
| Mar 31, 2024 | -21.02% |
| Dec 31, 2023 | 34.62% |
| Dec 31, 2023 | 34.62% |