PhenixFIN (PFX) Non Operating Investment Income (2021 - 2026)
PhenixFIN's (PFX) quarterly Non Operating Investment Income came in at $385255.0 in Q1 2026, up 120.69% year-on-year from $174569.0 in Q1 2025, and up 105.59% on a QoQ basis from -$6.9 million in Q4 2025.
PhenixFIN (PFX) Non Operating Investment Income (2021 - 2026) Analysis & Trends
PhenixFIN (PFX) has 6 years of Non Operating Investment Income data on file, last reported at $385255.0 in Q1 2026.
- On a quarterly basis, Non Operating Investment Income rose 120.69% year-over-year to $385255.0 in Q1 2026; TTM through Mar 2026 was -$6.5 million, a 223.63% decrease from a year earlier, with the FY2025 full-year figure at -$984806.0, down 107.09% from the prior year.
- Non Operating Investment Income for Q1 2026 stood at $385255.0, up from -$6.9 million in the prior quarter.
- Over the last five years, Non Operating Investment Income for PFX reached as high as $5.7 million in Q1 2023 and fell as low as -$30.0 million in Q3 2022.
- Historically, Non Operating Investment Income has averaged -$1.4 million across 5 years, with a median of $628457.0 in 2024.
- Across the five-year window, Non Operating Investment Income surged 20906.37% in 2023 and tumbled 922.33% in 2025, its largest moves.
- Year by year, Non Operating Investment Income stood at $13448.0 in 2022, then jumped by 20906.37% to $2.8 million in 2023, then slumped by 70.31% to $838684.0 in 2024, then tumbled by 922.33% to -$6.9 million in 2025, then soared by 105.59% to $385255.0 in 2026.
- Per Business Quant data, the three most recent Non Operating Investment Income figures were $385255.0 in Q1 2026, -$6.9 million in Q4 2025, and $2.7 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Non Operating Investment Income (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,261.80 Bn | 1,217.21 Bn | 18.56 Bn | - |
| 2 | BlackRock | 165.12 Bn | 151.98 Bn | - | 72.00 Mn |
| 3 | Blackstone | 103.58 Bn | 101.13 Bn | - | 1.14 Bn |
| 4 | Brookfield Asset Management | 76.31 Bn | 75.26 Bn | - | - |
| 5 | Apollo Global Management | 73.95 Bn | 73.95 Bn | -409.00 Mn | 406.00 Mn |
| 6 | State Street | 51.18 Bn | 51.18 Bn | - | 1.00 Mn |
| 7 | Ameriprise Financial | 50.08 Bn | 40.82 Bn | 4.57 Bn | - |
| 8 | Raymond James Financial | 34.03 Bn | 19.06 Bn | - | - |
| 9 | Northern Trust | 33.84 Bn | 33.84 Bn | - | - |
| 10 | PhenixFIN | 85.82 Mn | -213.06 Mn | - | 385,255.00 |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 385,255.00 |
| Mar 31, 2026 | 385,255.00 |
| Dec 31, 2025 | -6.90 Mn |
| Dec 31, 2025 | -6.90 Mn |
| Sep 30, 2025 | 2.69 Mn |
| Sep 30, 2025 | 2.69 Mn |
| Jun 30, 2025 | -2.65 Mn |
| Jun 30, 2025 | -2.65 Mn |
| Mar 31, 2025 | -1.86 Mn |
| Mar 31, 2025 | -1.86 Mn |
| Dec 31, 2024 | 838,684.00 |
| Dec 31, 2024 | 838,684.00 |
| Sep 30, 2024 | 5.63 Mn |
| Sep 30, 2024 | 5.63 Mn |
| Jun 30, 2024 | 628,457.00 |
| Jun 30, 2024 | 628,457.00 |
| Mar 31, 2024 | 4.80 Mn |
| Mar 31, 2024 | 4.80 Mn |
| Dec 31, 2023 | 2.82 Mn |
| Dec 31, 2023 | 2.82 Mn |