PhenixFIN (PFX) Interest & Investment Income (2021 - 2026)
PhenixFIN (PFX) posted quarterly 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 reported Interest & Investment Income for 6 consecutive years, with $5.2 million the latest figure, recorded in Q1 2026.
- In Q1 2026, Interest & Investment Income fell 13.63% year-over-year to $5.2 million; the TTM figure through Mar 2026 stood at $24.9 million (up 3.53% YoY), while the FY2025 annual figure was $25.3 million, up 13.89% from the prior year.
- Interest & Investment Income declined 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 $12.2 million in Q3 2023 and bottomed at $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.
- Annual changes were most pronounced in 2023 — Interest & Investment Income sank 80.68% — and 2024, when it soared 809.29%.
- PhenixFIN's Interest & Investment Income stood at $4.7 million in 2022, then climbed by 21.65% to $5.7 million in 2023, then increased by 8.65% to $6.2 million in 2024, then gained by 7.14% to $6.7 million in 2025, then decreased 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 | 179.54 Bn | 165.67 Bn | - | 109.00 Mn |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | 134.22 Mn |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - | 732.79 Mn |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - | - |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - | - |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn | - |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - | - |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn | - |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - | - |
| 10 | PhenixFIN | 98.99 Mn | -204.83 Mn | - | 6.45 Mn |
Historic Data
Download 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 | 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 |