PhenixFIN (PFX) Common Equity (2021 - 2026)

PhenixFIN's (PFX) quarterly Common Equity came in at $153.8 million in Q1 2026, down 3.26% year-on-year from $159.0 million in Q1 2025, and down 1.29% on a QoQ basis from $155.8 million in Q4 2025.

PhenixFIN (PFX) Common Equity (2021 - 2026) Analysis & Trends

PhenixFIN (PFX) has 6 years of Common Equity data on file, last reported at $153.8 million in Q1 2026.

  • On a quarterly basis, Common Equity fell 3.26% year-over-year to $153.8 million in Q1 2026; TTM through Mar 2026 was $153.8 million, a 3.26% decrease from a year earlier, with the FY2025 full-year figure at $160.8 million, changed 0.29% from the prior year.
  • Common Equity for Q1 2026 stood at $153.8 million, down from $155.8 million in the prior quarter.
  • Over the last five years, Common Equity for PFX reached as high as $162.8 million in Q4 2024 and fell as low as $120.8 million in Q3 2022.
  • Historically, Common Equity has averaged $147.0 million across 5 years, with a median of $153.8 million in 2026.
  • Across the five-year window, Common Equity decreased 16.03% in 2022 and gained 21.4% in 2023, its largest moves.
  • Year by year, Common Equity stood at $124.7 million in 2022, then grew by 20.86% to $150.7 million in 2023, then rose by 8.01% to $162.8 million in 2024, then decreased by 4.27% to $155.8 million in 2025, then slipped by 1.29% to $153.8 million in 2026.
  • Per Business Quant data, the three most recent Common Equity figures were $153.8 million in Q1 2026, $155.8 million in Q4 2025, and $160.8 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Common Equity (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn 170.22 Bn
2 BlackRock 161.01 Bn 148.08 Bn - 56.69 Bn
3 Blackstone 97.77 Bn 96.72 Bn - 8.37 Bn
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn 19.95 Bn
5 State Street 51.30 Bn 51.30 Bn - -
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn 6.21 Bn
7 Northern Trust 32.93 Bn 32.93 Bn - 12.99 Bn
8 Raymond James Financial 32.59 Bn 17.67 Bn - 12.57 Bn
9 Price T Rowe 24.70 Bn 21.13 Bn - 10.94 Bn
10 PhenixFIN 85.65 Mn -213.24 Mn - 153.81 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 153.81 Mn
Dec 31, 2025 155.82 Mn
Sep 30, 2025 160.77 Mn
Jun 30, 2025 156.69 Mn
Mar 31, 2025 158.99 Mn
Dec 31, 2024 162.77 Mn
Sep 30, 2024 160.31 Mn
Jun 30, 2024 154.20 Mn
Mar 31, 2024 154.27 Mn
Dec 31, 2023 150.70 Mn
Sep 30, 2023 146.71 Mn
Jun 30, 2023 139.95 Mn
Mar 31, 2023 131.15 Mn
Dec 31, 2022 124.69 Mn
Sep 30, 2022 120.85 Mn
Jun 30, 2022 129.08 Mn
Mar 31, 2022 138.96 Mn
Dec 31, 2021 148.50 Mn