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% quarter-over-quarter from $6.7 million in Q4 2025.
PhenixFIN (PFX) Interest & Investment Income (2021 - 2026) Analysis & Trends
PhenixFIN (PFX) has 6 years of Interest & Investment Income data on file, last reported at $5.2 million in Q1 2026.
- Interest & Investment Income for Q1 2026 came in at $5.2 million, down 13.63% year-over-year; the trailing twelve-month figure through Mar 2026 was $24.9 million (up 3.53% YoY), and the FY2025 annual result was $25.3 million, up 13.89% from the prior year.
- Interest & Investment Income retreated to $5.2 million in Q1 2026 per PFX's latest filing, from $6.7 million in the prior quarter.
- Over five years, Interest & Investment Income peaked at $9.3 million in Q3 2022 and troughed at $1.8 million in Q2 2022.
- A 5-year average of $5.2 million and a median of $5.7 million in 2023 frame the typical range for Interest & Investment Income.
- The sharpest annual moves came in 2022 and 2023: Interest & Investment Income jumped 569.09% in 2022, then slumped 39.08% in 2023.
- A 5-year view of Interest & Investment Income shows it stood at $4.7 million in 2022, then advanced by 21.65% to $5.7 million in 2023, then grew by 8.65% to $6.2 million in 2024, then rose by 7.14% to $6.7 million in 2025, then retreated by 21.95% to $5.2 million in 2026.
- Business Quant data shows PFX's Interest & Investment Income at $5.2 million in Q1 2026, $6.7 million in Q4 2025, and $6.9 million in Q3 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Int & Inv Inc (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | 90.00 Mn |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 107.94 Mn |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 268.02 Mn |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | - |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | - |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | - |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | - |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | - |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | - |
| 10 | PhenixFIN | 85.26 Mn | 82.18 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 |