PhenixFIN (PFX) Common Equity (2021 - 2026)
PhenixFIN (PFX) posted quarterly Common Equity of $153.8 million for Q1 2026, down 3.26% year-over-year from $159.0 million in Q1 2025, and down 1.29% quarter-over-quarter from $155.8 million in Q4 2025.
PhenixFIN (PFX) Common Equity (2021 - 2026) Analysis & Trends
PhenixFIN (PFX) has reported Common Equity for 6 consecutive years, with $153.8 million the latest figure, recorded in Q1 2026.
- In Q1 2026, Common Equity fell 3.26% year-over-year to $153.8 million; the TTM figure through Mar 2026 stood at $153.8 million (down 3.26% YoY), while the FY2025 annual figure was $160.8 million, changed 0.29% from the prior year.
- Common Equity fell to $153.8 million in Q1 2026 per PFX's latest filing, from $155.8 million in the prior quarter.
- Across five years, Common Equity topped out at $162.8 million in Q4 2024 and bottomed at $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.
- Annual changes were most pronounced in 2022 — Common Equity dropped 16.03% — and 2023, when it climbed 21.4%.
- PhenixFIN's Common Equity stood at $124.7 million in 2022, then advanced by 20.86% to $150.7 million in 2023, then grew by 8.01% to $162.8 million in 2024, then fell by 4.27% to $155.8 million in 2025, then retreated by 1.29% to $153.8 million in 2026.
- Business Quant data shows PFX's Common Equity at $153.8 million in Q1 2026, $155.8 million in Q4 2025, and $160.8 million in Q3 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Common Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 176.99 Bn | 163.12 Bn | - | 57.84 Bn |
| 2 | Blackstone | 113.16 Bn | 110.65 Bn | - | 21.06 Bn |
| 3 | Kkr | 96.05 Bn | -181.02 Bn | - | - |
| 4 | Brookfield | 92.54 Bn | 45.14 Bn | - | - |
| 5 | Brookfield Asset Management | 82.31 Bn | 80.81 Bn | - | 9.19 Bn |
| 6 | Apollo Global Management | 77.14 Bn | 51.77 Bn | 10.54 Bn | 41.48 Bn |
| 7 | State Street | 50.64 Bn | 50.64 Bn | - | - |
| 8 | Ameriprise Financial | 50.31 Bn | 39.27 Bn | 4.72 Bn | 6.37 Bn |
| 9 | Northern Trust | 33.61 Bn | 33.61 Bn | - | 13.40 Bn |
| 10 | PhenixFIN | 96.86 Mn | -206.95 Mn | - | 157.86 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 157.86 Mn |
| 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 |