Patrizia Se (PTZIF) Stock Analysis
DELISTED 2026
What happened to Patrizia Se (PTZIF) stock?
Patrizia Se (PTZIF) no longer trades on public markets. It was delisted in January 2026. The figures below are historical and are not a current quote.
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Patrizia Se (PTZIF) trades at $11.33. Patrizia SE is a global real asset investment management company based in Germany. Market cap: $977M, Sector: Financial services.
Last analyzed: Mar 17, 2026Analyst Coverage for PTZIF: PTZIF does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates PTZIF against Financial Services peers across nine fundamental dimensions and assigns a neutral fundamental signal based on the underlying data.
Patrizia Se (PTZIF) Financial Services Profile
Patrizia SE, a German-based asset manager with over EUR 56 billion AUM, provides real estate and infrastructure investment opportunities to institutional, semi-professional, and private investors. Operating globally with a focus on social responsibility through its PATRIZIA Foundation, the company distinguishes itself through its long-standing experience and diverse investment offerings.
What Is the Investment Thesis for PTZIF?
Patrizia SE presents a compelling investment case driven by its established position in the real asset management sector and its diversified investment offerings. With EUR 56 billion in assets under management, the company benefits from recurring management fees and performance-based income. The company's commitment to social responsibility through the PATRIZIA Foundation enhances its brand reputation and attracts socially conscious investors. A potential catalyst for growth is the increasing demand for real asset investments, driven by low interest rates and the search for yield. However, the company faces potential risks including fluctuations in real estate values and increased competition from other asset managers. The current P/E ratio of 40.40 suggests a premium valuation, requiring careful consideration of future growth prospects and risk factors.
Based on FMP financials and quantitative analysis
PTZIF Key Highlights
Manages over EUR 56 billion in assets, demonstrating significant scale in the real asset management market.
- Employs over 1,000 professionals across 28 locations worldwide, indicating a strong global presence and operational infrastructure.
- Gross margin of 96.9% reflects efficient cost management and strong pricing power in its service offerings.
- Dividend yield of 4.76% provides an attractive income stream for investors.
- Beta of 0.75 suggests lower volatility compared to the overall market, potentially appealing to risk-averse investors.
Who Are PTZIF's Competitors?
PTZIF is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| BOPCF BioPharma Credit PLC | $0.99 | +67915190.00% | $1.11B | 45 |
| CNECF Centuria Capital Group | $1.03 | +0.00% | $996M | 41 |
| FMBL Farmers & Merchants Bank of Long Beach | $9800.00 | +0.00% | $1.18B | 58 |
| GCAAF Guardian Capital Group Limited | $49.40 | -0.22% | $1.21B | 58 |
| IHPGF IntegraFin Holdings plc | $2.75 | +0.00% | $909M | 52 |
| MUC BlackRock MuniHoldings California Quality Fund, Inc. | $10.60 | -0.75% | $998M | 67 |
| FSCO FS Credit Opportunities Corp. | $5.14 | -0.58% | $1.04B | 93 |
| GSBD Goldman Sachs BDC, Inc. | $9.92 | +0.40% | $1.12B | 91 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are PTZIF's Key Strengths?
Strong brand reputation and established track record.
- Diversified investment offerings across various asset classes and geographies.
- Significant scale and AUM.
- Commitment to social responsibility.
What Are PTZIF's Weaknesses?
Reliance on management and performance fees, which can be volatile.
- Exposure to fluctuations in real estate values and interest rates.
- Geographic concentration in Europe.
- Potential for increased competition from other asset managers.
What Could Drive PTZIF Stock Higher?
Increasing demand for real asset investments driven by low interest rates.
- Expansion into new geographic markets, particularly in Asia and North America.
- Launch of new investment products tailored to specific investor needs (timeline: 2-3 years).
- Integration of ESG factors into the investment process to attract sustainable investors.
- Digitalization initiatives to improve operational efficiency and enhance client experience.
What Are the Key Risks for PTZIF?
Financial-distress signal — its Altman Z-Score of 1.71 sits in the distress zone (elevated bankruptcy risk).
- Economic downturns and recessions impacting real estate values.
- Increased competition from other asset managers.
- Rising interest rates increasing borrowing costs and reducing investment returns.
- Geopolitical risks and uncertainties impacting global markets.
- Regulatory changes and compliance costs.
What Are the Growth Opportunities for PTZIF?
- Expansion into new geographic markets: Patrizia can leverage its existing expertise and infrastructure to expand its operations into new geographic markets, particularly in Asia and North America. The global real estate market is projected to reach $3.7 trillion by 2027, offering significant growth potential for asset managers with a global reach. Timeline: 3-5 years.
- Development of new investment products: Patrizia can develop new investment products tailored to specific investor needs and risk profiles. This includes launching specialized funds focused on sustainable real estate, infrastructure, or private debt. Timeline: 2-3 years.
- Increased focus on digitalization: Patrizia can invest in digital technologies to improve its operational efficiency, enhance its client experience, and gain a competitive edge. This includes implementing AI-powered analytics tools, developing online investment platforms, and leveraging data to make better investment decisions. The digitalization of the asset management industry is expected to drive significant cost savings and revenue growth. Timeline: Ongoing.
- Strategic acquisitions: Patrizia can pursue strategic acquisitions to expand its asset base, enter new markets, or acquire new capabilities. This includes acquiring smaller asset managers, real estate developers, or technology companies. The asset management industry is consolidating, with larger players acquiring smaller firms to gain scale and market share. Timeline: Opportunistic.
- Growing demand for sustainable investments: Patrizia can capitalize on the increasing demand for sustainable investments by integrating ESG factors into its investment process and launching dedicated ESG funds. Investors are increasingly seeking investments that align with their values and contribute to positive social and environmental outcomes. The market for ESG investments is expected to continue to grow rapidly in the coming years. Timeline: Ongoing.
What Are PTZIF's Competitive Advantages?
- Established brand reputation and long-standing track record in the real asset management industry.
- Extensive network of relationships with investors, developers, and other industry participants.
- Significant scale and AUM, providing economies of scale and competitive advantages.
- Diversified investment offerings across various asset classes and geographies.
- Commitment to social responsibility, enhancing brand image and attracting socially conscious investors.
What Does PTZIF Do?
Patrizia SE, headquartered in Augsburg, Germany, has established itself as a prominent partner for global real asset investments. Founded 38 years ago, the company provides investment opportunities in real estate and infrastructure assets to a diverse clientele, including institutional, semi-professional, and private investors. With a global presence spanning 28 locations and a team of over 1,000 professionals, Patrizia manages a substantial portfolio exceeding EUR 56 billion in assets. The company's core business revolves around the acquisition, management, and disposal of real estate and infrastructure investments, catering to various risk-return profiles and investment horizons. Patrizia's commitment extends beyond financial performance, demonstrated through its PATRIZIA Foundation. For the past 23 years, the Foundation has been dedicated to improving the lives of children in need by providing access to education, impacting approximately 250,000 children worldwide. This commitment to social responsibility is integrated into the company's overall business strategy, reflecting a holistic approach to value creation.
What Products and Services Does PTZIF Offer?
- Offers investment opportunities in real estate and infrastructure assets.
- Manages assets on behalf of institutional, semi-professional, and private investors.
- Acquires, manages, and disposes of real estate and infrastructure investments.
- Provides customized investment solutions tailored to specific client needs.
- Operates in multiple countries across Europe and other regions.
- Committed to social responsibility through its PATRIZIA Foundation.
- Focuses on sustainable and responsible investment practices.
How Does PTZIF Make Money?
- Generates revenue through management fees based on assets under management (AUM).
- Earns performance-based fees tied to the returns generated for investors.
- Receives transaction fees from the acquisition and disposal of real estate assets.
- Offers advisory services to clients on real estate investment strategies.
What Industry Does PTZIF Operate In?
Patrizia SE operates within the asset management industry, which is experiencing growth driven by increasing demand for alternative investments, including real estate and infrastructure. The industry is characterized by intense competition, with established players like CNECF and GCAAF vying for market share. Trends such as ESG investing and digitalization are shaping the industry landscape, requiring companies to adapt and innovate. Patrizia's focus on real assets and its commitment to social responsibility position it favorably within this evolving market.
Who Are PTZIF's Key Customers?
- Institutional investors, such as pension funds, insurance companies, and sovereign wealth funds.
- Semi-professional investors, including family offices and high-net-worth individuals.
- Private investors seeking access to real estate and infrastructure investments.
Key Financial Metrics
Return on equity for Patrizia Se stands at 2.2%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 1.4%, showing how much profit it generates from its asset base. PTZIF trades at a trailing price-to-earnings ratio of 30.39, above the Financial Services sector average of ~18x. Its free cash flow yield is 4.7%, a gauge of the cash the business throws off relative to its market value. A current ratio of 29.58 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 3.3%, the inverse of the P/E and a quick read on earnings relative to price.
Patrizia Se (PTZIF) Valuation Context
Valued at $977M, PTZIF is classified as a small-cap stock.
Company Profile
Patrizia Se operates in the Asset Management industry within the Financial Services sector. It is headquartered in Augsburg, DE. The company is led by CEO Wolfgang Egger. PTZIF has traded publicly since 2016.
Financial Health
Patrizia Se's Piotroski F-Score is 5/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 1.71 places it in the distress zone, a signal of elevated financial risk.
Forward Outlook
Wall Street analysts project Patrizia Se revenue of about $288.9M for fiscal 2026, with EPS near $0.24. The estimate reflects 4 contributing analysts.
PTZIF Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2024
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests those in the know see value, hinting at positive future prospects.
- The community is buzzing about potential new partnerships, fueling optimism around growth.
- Market perception seems to be shifting towards recognizing Patrizia Se's strategic positioning in the evolving real estate landscape.
- Positive community sentiment revolves around the company's commitment to sustainable practices, attracting environmentally conscious investors.
Bear Case
- Some insiders have recently reduced their positions, raising concerns about potential headwinds.
- A segment of the community believes the company is overvalued compared to its peers, leading to skepticism.
- Market perception is influenced by concerns about rising interest rates impacting real estate valuations, creating uncertainty.
- Bearish community views highlight potential challenges in navigating regulatory changes within the European real estate market.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
PTZIF Latest News
No recent news available for PTZIF.
Leadership: Wolfgang Egger
CEO
Wolfgang Egger serves as the CEO of Patrizia SE, leading a workforce of over 1,000 employees. His career spans several decades in the real estate and financial services industries. Prior to joining Patrizia, he held various leadership positions at prominent investment firms, focusing on real estate acquisitions, asset management, and portfolio optimization. Egger holds a degree in Business Administration and has completed executive education programs at leading business schools. His expertise lies in developing and implementing successful investment strategies, driving operational efficiency, and fostering a culture of innovation.
Track Record: Under Wolfgang Egger's leadership, Patrizia SE has experienced significant growth in assets under management and geographic expansion. He has overseen the successful integration of several strategic acquisitions, strengthening the company's market position. Egger has also championed the company's commitment to social responsibility through the PATRIZIA Foundation, enhancing its brand reputation and attracting socially conscious investors. His strategic decisions have contributed to the company's strong financial performance and its ability to deliver consistent returns to investors.
PTZIF OTC Market Information
The OTC Other tier represents the lowest tier of the OTC market, indicating that Patrizia SE (PTZIF) may not meet the minimum financial or disclosure requirements of the higher tiers (OTCQX and OTCQB) or major exchanges like NYSE or NASDAQ. Companies in this tier may have limited financial reporting, making it harder for investors to assess their financial health and operational performance. Investing in OTC Other stocks carries higher risks compared to stocks listed on regulated exchanges due to the potential for less transparency and regulatory oversight.
- OTC Tier: OTC Other
- Limited financial disclosure increases the risk of investing due to less transparency.
- Lower liquidity can lead to difficulties in buying or selling shares at desired prices.
- Potential for price manipulation due to less regulatory oversight.
- Higher volatility compared to stocks listed on major exchanges.
- Risk of delisting or suspension of trading due to non-compliance with OTC market requirements.
- Verify the company's financial statements and SEC filings (if any).
- Research the company's management team and their track record.
- Assess the company's business model and competitive landscape.
- Evaluate the company's growth prospects and potential risks.
- Check for any legal or regulatory issues involving the company.
- Consult with a financial advisor before investing.
- Understand the risks associated with investing in OTC Other stocks.
- Established history of operations in the real asset management industry.
- Global presence with offices in multiple countries.
- Commitment to social responsibility through the PATRIZIA Foundation.
- Management of over EUR 56 billion in assets.
- Presence of institutional investors among its shareholders.
Patrizia Se Financial Services Stock: Key Questions Answered
What happened to Patrizia Se (PTZIF) stock?
Patrizia Se (PTZIF) no longer trades on public markets. It was delisted in January 2026. The figures below are historical and are not a current quote.
Can I still buy PTZIF shares?
No. PTZIF stopped trading on public markets in January 2026, so the shares are not available through a broker. Anything you see quoted for PTZIF elsewhere is historical data, not a live market.
Are the figures on this page current?
No. Every number here is the last value recorded before PTZIF stopped trading. Nothing on this page updates, and none of it is a current quote.
Why does this page still exist?
Because people still search for what happened to Patrizia Se. An archived profile that states the delisting plainly is more useful than a dead link — provided it is labelled as history, which is what this page does.
What does Patrizia Se do?
Patrizia SE is a global real asset investment management company that provides investment opportunities in real estate and infrastructure assets. The company manages over EUR 56 billion in assets on behalf of institutional, semi-professional, and private investors.
What are the main risks for PTZIF?
The main risks for PTZIF include economic downturns and recessions impacting real estate values, increased competition from other asset managers, and rising interest rates increasing borrowing costs and reducing investment returns. Geopolitical risks and uncertainties can also impact global markets and investment performance. Additionally, regulatory changes and compliance costs pose ongoing challenges for the company. Investors should carefully consider these risks before investing in PTZIF.
How does Patrizia Se make money in financial services?
Patrizia SE primarily generates revenue through management fees based on assets under management (AUM). These fees are typically a percentage of the total value of the assets managed on behalf of investors. The company also earns performance-based fees tied to the returns generated for investors, incentivizing them to deliver strong investment performance.
How sensitive is PTZIF to interest rate changes?
Patrizia SE's profitability can be sensitive to interest rate changes, particularly through its impact on real estate values and borrowing costs. Rising interest rates can increase borrowing costs for real estate developers and investors, potentially dampening demand for real estate investments. This can lead to lower transaction volumes and reduced management fees for Patrizia.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- OTC data may be less reliable than exchange-listed data.
- AI analysis pending, limiting comprehensive insights.