PhenixFIN (PFX) Invested Capital (2021 - 2026)

PhenixFIN has reported Invested Capital over the past 5 years, most recently at $155.8 million for Q4 2025.

  • Quarterly Invested Capital fell 4.27% to $155.8 million in Q4 2025 from the year-ago period, while the trailing twelve-month figure was $155.8 million through Dec 2025, down 4.27% year-over-year, with the annual reading at $160.8 million for FY2025, 0.29% changed from the prior year.
  • Invested Capital was $155.8 million for Q4 2025 at PhenixFIN, down from $160.8 million in the prior quarter.
  • Over five years, Invested Capital peaked at $162.8 million in Q4 2024 and troughed at $120.8 million in Q3 2022.
  • The 5-year median for Invested Capital is $149.6 million (2021), against an average of $146.6 million.
  • Year-over-year, Invested Capital dropped 16.03% in 2022 and then rose 21.4% in 2023.
  • A 5-year view of Invested Capital shows it stood at $148.5 million in 2021, then dropped by 16.03% to $124.7 million in 2022, then grew by 20.86% to $150.7 million in 2023, then rose by 8.01% to $162.8 million in 2024, then decreased by 4.27% to $155.8 million in 2025.
  • Per Business Quant, the three most recent readings for PFX's Invested Capital are $155.8 million (Q4 2025), $160.8 million (Q3 2025), and $156.7 million (Q2 2025).