PhenixFIN (PFX) Equity Ratio (2022 - 2026)

PhenixFIN has reported Equity Ratio over the past 4 years, most recently at 0.51 for Q4 2025.

  • Quarterly Equity Ratio fell 2.85% to 0.51 in Q4 2025 from the year-ago period, while the trailing twelve-month figure was 0.51 through Dec 2025, down 2.85% year-over-year, with the annual reading at 0.51 for FY2025, 4.19% down from the prior year.
  • Equity Ratio was 0.51 for Q4 2025 at PhenixFIN, roughly flat from 0.51 in the prior quarter.
  • Over five years, Equity Ratio peaked at 0.63 in Q4 2023 and troughed at 0.51 in Q4 2025.
  • The 4-year median for Equity Ratio is 0.58 (2022), against an average of 0.57.
  • Year-over-year, Equity Ratio grew 10.86% in 2023 and then decreased 18.43% in 2025.
  • A 4-year view of Equity Ratio shows it stood at 0.61 in 2022, then increased by 4.36% to 0.63 in 2023, then decreased by 17.64% to 0.52 in 2024, then fell by 2.85% to 0.51 in 2025.
  • Per Business Quant, the three most recent readings for PFX's Equity Ratio are 0.51 (Q4 2025), 0.51 (Q3 2025), and 0.51 (Q2 2025).