PhenixFIN (PFX) Liabilities and Shareholders Equity (2022 - 2026)
PhenixFIN (PFX) reported Liabilities and Shareholders Equity of $305.6 million for Q1 2026, up 1.62% year-over-year from $300.7 million in Q1 2025, and down 0.59% quarter-over-quarter from $307.4 million in Q4 2025.
PhenixFIN (PFX) Liabilities and Shareholders Equity (2022 - 2026) Analysis & Trends
PhenixFIN (PFX) has 5 years of Liabilities and Shareholders Equity data on file, last reported at $305.6 million in Q1 2026.
- Liabilities and Shareholders Equity for Q1 2026 came in at $305.6 million, up 1.62% year-over-year; the trailing twelve-month figure through Mar 2026 was $1.2 billion (up 6.46% YoY), and the FY2025 annual result was $316.9 million, up 4.68% from the prior year.
- Liabilities and Shareholders Equity slipped to $305.6 million in Q1 2026 per PFX's latest filing, from $307.4 million in the prior quarter.
- Over five years, Liabilities and Shareholders Equity peaked at $316.9 million in Q3 2025 and troughed at $205.4 million in Q4 2022.
- A 5-year average of $266.3 million and a median of $247.7 million in 2024 frame the typical range for Liabilities and Shareholders Equity.
- The sharpest annual moves came in 2024 and 2025: Liabilities and Shareholders Equity surged 31.15% in 2024, then decreased 1.46% in 2025.
- A 5-year view of Liabilities and Shareholders Equity shows it stood at $205.4 million in 2022, then increased by 15.81% to $237.8 million in 2023, then soared by 31.15% to $311.9 million in 2024, then declined by 1.46% to $307.4 million in 2025, then dropped by 0.59% to $305.6 million in 2026.
- Business Quant data shows PFX's Liabilities and Shareholders Equity at $305.6 million in Q1 2026, $307.4 million in Q4 2025, and $316.9 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Liabilities and Shareholders Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 160.20 Bn | 150.57 Bn | - | 170.24 Bn |
| 2 | Blackstone | 96.40 Bn | 95.35 Bn | - | 48.33 Bn |
| 3 | Kkr | 85.87 Bn | 133.39 Bn | - | 412.08 Bn |
| 4 | Apollo Global Management | 79.90 Bn | 98.63 Bn | 5.04 Bn | 467.53 Bn |
| 5 | State Street | 46.62 Bn | 20.95 Bn | - | 392.17 Bn |
| 6 | Ameriprise Financial | 42.78 Bn | 42.65 Bn | 4.57 Bn | 184.45 Bn |
| 7 | Northern Trust | 32.35 Bn | 32.35 Bn | - | 174.57 Bn |
| 8 | Ares Management | 30.25 Bn | 33.62 Bn | - | 28.39 Bn |
| 9 | Raymond James Financial | 30.24 Bn | 18.99 Bn | - | 91.94 Bn |
| 10 | PhenixFIN | 85.26 Mn | 82.18 Mn | - | 305.57 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 305.57 Mn |
| Dec 31, 2025 | 307.38 Mn |
| Sep 30, 2025 | 316.91 Mn |
| Jun 30, 2025 | 306.81 Mn |
| Mar 31, 2025 | 300.71 Mn |
| Dec 31, 2024 | 311.93 Mn |
| Sep 30, 2024 | 302.75 Mn |
| Jun 30, 2024 | 246.30 Mn |
| Mar 31, 2024 | 247.69 Mn |
| Dec 31, 2023 | 237.84 Mn |
| Sep 30, 2023 | 239.69 Mn |
| Jun 30, 2023 | 232.44 Mn |
| Mar 31, 2023 | 213.93 Mn |
| Dec 31, 2022 | 205.38 Mn |
| Sep 30, 2022 | 218.87 Mn |