PhenixFIN (PFX) Liabilities and Shareholders Equity (2022 - 2026)

PhenixFIN's (PFX) quarterly Liabilities and Shareholders Equity came in at $305.6 million in Q1 2026, up 1.62% year-on-year from $300.7 million in Q1 2025, and down 0.59% on a QoQ basis 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.

  • On a quarterly basis, Liabilities and Shareholders Equity rose 1.62% year-over-year to $305.6 million in Q1 2026; TTM through Mar 2026 was $1.2 billion, a 6.46% increase from a year earlier, with the FY2025 full-year figure at $316.9 million, up 4.68% from the prior year.
  • Liabilities and Shareholders Equity for Q1 2026 stood at $305.6 million, down from $307.4 million in the prior quarter.
  • Over the last five years, Liabilities and Shareholders Equity for PFX reached as high as $316.9 million in Q3 2025 and fell as low as $205.4 million in Q4 2022.
  • Historically, Liabilities and Shareholders Equity has averaged $266.3 million across 5 years, with a median of $247.7 million in 2024.
  • Across the five-year window, Liabilities and Shareholders Equity soared 31.15% in 2024 and fell 1.46% in 2025, its largest moves.
  • Year by year, Liabilities and Shareholders Equity stood at $205.4 million in 2022, then advanced by 15.81% to $237.8 million in 2023, then soared by 31.15% to $311.9 million in 2024, then decreased by 1.46% to $307.4 million in 2025, then retreated by 0.59% to $305.6 million in 2026.
  • Per Business Quant data, the three most recent Liabilities and Shareholders Equity figures were $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 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn -
2 BlackRock 161.01 Bn 148.08 Bn - 170.24 Bn
3 Blackstone 97.77 Bn 96.72 Bn - 48.33 Bn
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn 467.53 Bn
5 State Street 51.30 Bn 51.30 Bn - 392.17 Bn
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn 184.45 Bn
7 Northern Trust 32.93 Bn 32.93 Bn - 174.57 Bn
8 Raymond James Financial 32.59 Bn 17.67 Bn - 91.94 Bn
9 Price T Rowe 24.70 Bn 21.13 Bn - 14.39 Bn
10 PhenixFIN 85.65 Mn -213.24 Mn - 305.57 Mn

Historic Data

Download Data
DateValue
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