PhenixFIN (PFX) Interest & Investment Income (2021 - 2026)
PhenixFIN's (PFX) quarterly Interest & Investment Income came in at $5.2 million in Q1 2026, down 13.63% year-on-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) 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.
- On a quarterly basis, Interest & Investment Income fell 13.63% year-over-year to $5.2 million in Q1 2026; TTM through Mar 2026 was $24.9 million, a 3.53% increase from a year earlier, with the FY2025 full-year figure at $25.3 million, up 13.89% from the prior year.
- Interest & Investment Income for Q1 2026 stood at $5.2 million, down from $6.7 million in the prior quarter.
- Over the last five years, Interest & Investment Income for PFX reached as high as $12.2 million in Q3 2023 and fell as low as $512361.0 in Q1 2023.
- Historically, Interest & Investment Income has averaged $5.7 million across 5 years, with a median of $5.7 million in 2023.
- Across the five-year window, Interest & Investment Income tumbled 80.68% in 2023 and jumped 809.29% in 2024, its largest moves.
- Year by year, Interest & Investment Income stood at $4.7 million in 2022, then increased by 21.65% to $5.7 million in 2023, then gained by 8.65% to $6.2 million in 2024, then climbed by 7.14% to $6.7 million in 2025, then dropped by 21.95% to $5.2 million in 2026.
- Per Business Quant data, the three most recent Interest & Investment Income figures were $5.2 million in Q1 2026, $6.7 million in Q4 2025, and $6.9 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Int & Inv Inc (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,261.80 Bn | 1,217.21 Bn | 18.56 Bn | - |
| 2 | BlackRock | 165.12 Bn | 151.98 Bn | - | 90.00 Mn |
| 3 | Blackstone | 103.58 Bn | 101.13 Bn | - | 107.94 Mn |
| 4 | Brookfield Asset Management | 76.31 Bn | 75.26 Bn | - | - |
| 5 | Apollo Global Management | 73.95 Bn | 73.95 Bn | -409.00 Mn | - |
| 6 | State Street | 51.18 Bn | 51.18 Bn | - | - |
| 7 | Ameriprise Financial | 50.08 Bn | 40.82 Bn | 4.57 Bn | - |
| 8 | Raymond James Financial | 34.03 Bn | 19.06 Bn | - | - |
| 9 | Northern Trust | 33.84 Bn | 33.84 Bn | - | - |
| 10 | PhenixFIN | 85.82 Mn | -213.06 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 | 12.19 Mn |
| Jun 30, 2023 | 4.84 Mn |
| Mar 31, 2023 | 512,361.00 |
| Dec 31, 2022 | 4.70 Mn |
| Sep 30, 2022 | 9.32 Mn |
| Jun 30, 2022 | 3.66 Mn |
| Mar 31, 2022 | 2.65 Mn |
| Dec 31, 2021 | 3.13 Mn |