PhenixFIN (PFX) Interest income - Investments (2021 - 2026)

PhenixFIN (PFX) reported Interest income - Investments of $853004.0 for Q1 2026, up 1761.97% year-over-year from $45812.0 in Q1 2025, and up 1440.66% quarter-over-quarter from $55366.0 in Q4 2025.

PhenixFIN (PFX) Interest income - Investments (2021 - 2026) Analysis & Trends

PhenixFIN (PFX) has 6 years of Interest income - Investments data on file, last reported at $853004.0 in Q1 2026.

  • Interest income - Investments for Q1 2026 came in at $853004.0, up 1761.97% year-over-year; the trailing twelve-month figure through Mar 2026 was $1.8 million (down 73.39% YoY), and the FY2025 annual result was $194954.0, down 97.16% from the prior year.
  • Interest income - Investments grew to $853004.0 in Q1 2026 per PFX's latest filing, from $55366.0 in the prior quarter.
  • Over five years, Interest income - Investments peaked at $6.5 million in Q3 2023 and troughed at $6031.0 in Q1 2022.
  • A 5-year average of $1.1 million and a median of $125471.0 in 2023 frame the typical range for Interest income - Investments.
  • The sharpest annual moves came in 2023 and 2025: Interest income - Investments surged 5266.94% in 2023, then plunged 99.04% in 2025.
  • A 5-year view of Interest income - Investments shows it stood at $92226.0 in 2022, then soared by 2083.47% to $2.0 million in 2023, then plunged by 88.73% to $227032.0 in 2024, then plunged by 75.61% to $55366.0 in 2025, then soared by 1440.66% to $853004.0 in 2026.
  • Business Quant data shows PFX's Interest income - Investments at $853004.0 in Q1 2026, $55366.0 in Q4 2025, and $62397.0 in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn -
2 Blackstone 96.85 Bn 95.80 Bn -
3 Kkr 86.45 Bn 133.96 Bn -
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 -

Historic Data

Download Data
DateValue
Mar 31, 2026 853,004.00
Dec 31, 2025 55,366.00
Sep 30, 2025 62,397.00
Jun 30, 2025 864,378.00
Mar 31, 2025 45,812.00
Dec 31, 2024 227,032.00
Sep 30, 2024 6.48 Mn
Jun 30, 2024 147,127.00
Mar 31, 2024 1.65 Mn
Dec 31, 2023 2.01 Mn
Sep 30, 2023 6.54 Mn
Jun 30, 2023 95,356.00
Mar 31, 2023 125,471.00
Dec 31, 2022 92,226.00
Sep 30, 2022 121,917.00
Jun 30, 2022 9,255.00
Mar 31, 2022 6,031.00
Dec 31, 2021 2,739.00