PhenixFIN (PFX) Interest & Investment Income (2021 - 2026)
PhenixFIN (PFX) reported Interest & Investment Income of $5.2 million for Q1 2026, down 13.63% year-over-year from $6.0 million in Q1 2025, and down 21.95% on a QoQ basis from $6.7 million in Q4 2025.
PhenixFIN (PFX) has 6 years of Interest & Investment Income data on file, last reported at $5.2 million in Q1 2026.
- Quarterly Interest & Investment Income fell 13.63% year-over-year to $5.2 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $24.9 million (up 3.53% YoY) and the FY2025 annual result came in at $25.3 million, up 13.89% from the prior year.
- Interest & Investment Income slipped to $5.2 million in Q1 2026 per PFX's latest filing, from $6.7 million in the prior quarter.
- Across five years, Interest & Investment Income topped out at $9.3 million in Q3 2022 and bottomed at $1.8 million in Q2 2022.
- The 5-year median for Interest & Investment Income is $5.7 million (2023), against an average of $5.2 million.
- The widest annual swing landed in 2022, when Interest & Investment Income surged 569.09%; it then plunged 39.08% in 2023.
- Tracing PFX's Interest & Investment Income over 5 years: stood at $4.7 million in 2022, then rose by 21.65% to $5.7 million in 2023, then advanced by 8.65% to $6.2 million in 2024, then grew by 7.14% to $6.7 million in 2025, then declined by 21.95% to $5.2 million in 2026.
- Per Business Quant, the three latest PFX Interest & Investment Income figures stand at $5.2 million (Q1 2026), $6.7 million (Q4 2025), and $6.9 million (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Int & Inv Inc (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 90.00 Mn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 107.94 Mn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 268.02 Mn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | - |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | - |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | - |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | - |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | - |
| 10 | PhenixFIN | 89.41 Mn | 86.34 Mn | - | 5.20 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 5.20 Mn |
| Dec 31, 2025 | 6.66 Mn |
| Sep 30, 2025 | 6.87 Mn |
| Jun 30, 2025 | 6.16 Mn |
| Mar 31, 2025 | 6.02 Mn |
| Dec 31, 2024 | 6.22 Mn |
| Sep 30, 2024 | 5.57 Mn |
| Jun 30, 2024 | 6.23 Mn |
| Mar 31, 2024 | 4.66 Mn |
| Dec 31, 2023 | 5.72 Mn |
| Sep 30, 2023 | 5.68 Mn |
| Jun 30, 2023 | 2.72 Mn |
| Mar 31, 2023 | 2.71 Mn |
| Dec 31, 2022 | 4.70 Mn |
| Sep 30, 2022 | 9.32 Mn |
| Jun 30, 2022 | 1.85 Mn |
| Mar 31, 2022 | 2.65 Mn |
| Dec 31, 2021 | 702,930.00 |