PhenixFIN (PFX) Interest & Investment Income (2021 - 2026)
PhenixFIN (PFX) recorded Interest & Investment Income of $6.45 million in fiscal Q3 2026 (quarter ended Jun 30, 2026), up 4.8% from $6.16 million a year earlier and up 24.1% from the prior quarter.
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Analysis
PhenixFIN (PFX) Interest & Investment Income (2021 - 2026) Analysis & Trends
On a TTM basis, PhenixFIN's Interest & Investment Income came in at $25.18 million as of Jun 30, 2026, up 5.1% year-over-year; for FY2025 (ended Sep 30, 2025), it was $25.26 million, up 13.9% from FY2024.
- Annual Interest & Investment Income has increased for three straight fiscal years, though with a four-year compound annual growth rate of -6.0% (FY2021 to FY2025).
- Across earlier fiscal years, Interest & Investment Income came in at $22.18 million in FY2024 (+10.2%), $20.13 million in FY2023 (+29.5%), $15.54 million in FY2022 (-51.9%) and $32.31 million in FY2021.
- Quarterly Interest & Investment Income has ranged from $1.22 million in fiscal Q3 2023 to $15.49 million in fiscal Q4 2023 over the past five years.
- On a year-over-year basis, Interest & Investment Income rose in five of the last eight quarters, with an average decline of 0.7%.
- Peak year-over-year performance for Interest & Investment Income in the last five years was growth of 411.5% in fiscal Q3 2024, against a decline of 66.7% in fiscal Q3 2023 at the low end.
- Per Business Quant, the preceding three fiscal quarters came in at $5.2 million (Q2 2026), $6.66 million (Q1 2026) and $6.87 million (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Int & Inv Inc (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 43.94 Bn | 29.62 Bn | - | - |
| 2 | Orix | 41.70 Bn | 42.20 Bn | - | 1.78 Bn |
| 3 | Royalty Pharma | 32.87 Bn | 32.78 Bn | - | 5.13 Mn |
| 4 | Federal National Mortgage Association Fannie Mae | 25.52 Bn | 25.52 Bn | - | - |
| 5 | Affirm Holdings | 23.86 Bn | 17.55 Bn | - | - |
| 6 | Synchrony Financial | 23.33 Bn | -44.64 Bn | - | - |
| 7 | Royal Gold | 19.87 Bn | 19.09 Bn | 390.45 Mn | 3.55 Mn |
| 8 | Annaly Capital Management | 13.89 Bn | 4.98 Bn | - | - |
| 9 | Ares Capital | 13.54 Bn | 10.98 Bn | - | 367.00 Mn |
| 10 | PhenixFIN | 86.71 Mn | 70.76 Mn | - | 6.45 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 6.45 Mn |
| 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 | 15.49 Mn |
| Jun 30, 2023 | 1.22 Mn |
| Mar 31, 2023 | 4.91 Mn |
| Dec 31, 2022 | 4.70 Mn |
| Sep 30, 2022 | 5.10 Mn |
| Jun 30, 2022 | 3.66 Mn |
| Mar 31, 2022 | 3.66 Mn |
| Dec 31, 2021 | 3.13 Mn |
API Access
PhenixFIN Interest & Investment Income API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=interest-and-investment-income&ticker=PFX&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "interest-and-investment-income", "ticker": "PFX", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=interest-and-investment-income&ticker=PFX&period=max&api_key=YOUR_API_KEY");
const data = await res.json();