PhenixFIN (PFX) Long-Term Investments (2021 - 2025)
PhenixFIN's Long-Term Investments was $294.44 million in fiscal Q3 2025 (quarter ended Jun 30, 2025), up 26.0% from $233.68 million a year earlier and up 2.6% from the prior quarter.
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Analysis
PhenixFIN (PFX) Long-Term Investments (2021 - 2025) Analysis & Trends
At the end of FY2024 (ended Sep 30, 2024), Long-Term Investments at PhenixFIN came in at $227.92 million, down 13.7% from FY2023.
- Long-Term Investments shows a three-year compound annual growth rate of 3.3% (FY2021 to FY2024).
- In earlier fiscal years, Long-Term Investments was $264.1 million in FY2023 (+0.6%), $262.6 million in FY2022 (+26.9%) and $206.9 million in FY2021.
- Quarterly Long-Term Investments has moved between $34.18 million (fiscal Q2 2022) and $300.09 million (fiscal Q1 2025) over five years.
- Compared with a year earlier, Long-Term Investments has increased for three straight quarters, with growth averaging 46.4% over the last seven quarters.
- The best year-over-year quarter for Long-Term Investments over five years was fiscal Q2 2023 (growth of 485.3%); the worst was fiscal Q2 2024 (a decline of 56.2%).
- Per Business Quant data, PFX's Long-Term Investments in the three fiscal quarters before Q3 2025 was $286.84 million (Q2 2025), $300.09 million (Q1 2025) and $227.92 million (Q4 2024).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 43.26 Bn | 28.94 Bn | - | - |
| 2 | Orix | 42.40 Bn | 42.90 Bn | - | 9.39 Bn |
| 3 | Royalty Pharma | 33.56 Bn | 33.47 Bn | - | 372.10 Mn |
| 4 | Federal National Mortgage Association Fannie Mae | 24.47 Bn | 24.47 Bn | - | - |
| 5 | Affirm Holdings | 23.34 Bn | 17.03 Bn | - | 972.64 Mn |
| 6 | Synchrony Financial | 23.06 Bn | -44.91 Bn | - | - |
| 7 | Royal Gold | 19.98 Bn | 19.21 Bn | 390.45 Mn | 228.28 Mn |
| 8 | Annaly Capital Management | 14.18 Bn | 5.27 Bn | - | - |
| 9 | Ares Capital | 13.71 Bn | 11.15 Bn | - | 29.35 Bn |
| 10 | PhenixFIN | 88.16 Mn | 72.21 Mn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2025 | 294.44 Mn |
| Mar 31, 2025 | 286.84 Mn |
| Dec 31, 2024 | 300.09 Mn |
| Sep 30, 2024 | 227.92 Mn |
| Jun 30, 2024 | 233.68 Mn |
| Mar 31, 2024 | 87.64 Mn |
| Dec 31, 2023 | 106.12 Mn |
| Sep 30, 2023 | 264.10 Mn |
| Mar 31, 2023 | 200.09 Mn |
| Dec 31, 2022 | 183.27 Mn |
| Sep 30, 2022 | 262.60 Mn |
| Mar 31, 2022 | 34.18 Mn |
| Dec 31, 2021 | 54.98 Mn |
API Access
PhenixFIN Long-Term Investments API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=long-term-investments&ticker=PFX&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "long-term-investments", "ticker": "PFX", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=long-term-investments&ticker=PFX&period=max&api_key=YOUR_API_KEY");
const data = await res.json();