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| 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 |