PhenixFIN PFX
NASDAQ PFX
$51.22 +1.10 (+2.19%)
As of: Aug 21, 2026 · 3:40 PM EDT

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

PhenixFIN (PFX) posted quarterly 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 reported Liabilities and Shareholders Equity for 5 consecutive years, with $305.6 million the latest figure, recorded in Q1 2026.

  • In Q1 2026, Liabilities and Shareholders Equity rose 1.62% year-over-year to $305.6 million; the TTM figure through Mar 2026 stood at $1.2 billion (up 6.46% YoY), while the FY2025 annual figure was $316.9 million, up 4.68% from the prior year.
  • Liabilities and Shareholders Equity fell to $305.6 million in Q1 2026 per PFX's latest filing, from $307.4 million in the prior quarter.
  • Across five years, Liabilities and Shareholders Equity topped out at $316.9 million in Q3 2025 and bottomed at $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.
  • Annual changes were most pronounced in 2024 — Liabilities and Shareholders Equity surged 31.15% — and 2025, when it decreased 1.46%.
  • PhenixFIN's Liabilities and Shareholders Equity stood at $205.4 million in 2022, then rose by 15.81% to $237.8 million in 2023, then jumped by 31.15% to $311.9 million in 2024, then fell by 1.46% to $307.4 million in 2025, then declined 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 179.54 Bn 165.67 Bn - 175.88 Bn
2 Blackstone 114.83 Bn 112.32 Bn - 49.89 Bn
3 Kkr 97.26 Bn -179.81 Bn - -
4 Brookfield 93.07 Bn 45.66 Bn - 525.52 Bn
5 Brookfield Asset Management 83.46 Bn 81.96 Bn - 20.08 Bn
6 Apollo Global Management 78.41 Bn 53.04 Bn 10.54 Bn 494.05 Bn
7 State Street 51.66 Bn 51.66 Bn - 418.38 Bn
8 Ameriprise Financial 51.12 Bn 40.07 Bn 4.72 Bn 197.87 Bn
9 Raymond James Financial 33.99 Bn 20.74 Bn - 94.24 Bn
10 PhenixFIN 98.99 Mn -204.83 Mn - 309.89 Mn

Historic Data

Download Data
DateValue
Jun 30, 2026 309.89 Mn
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