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

PhenixFIN (PFX) Non Operating Investment Income (2021 - 2026)

PhenixFIN (PFX) posted quarterly Non Operating Investment Income of $385255.0 for Q1 2026, up 120.69% year-over-year from $174569.0 in Q1 2025, and up 105.59% quarter-over-quarter from -$6.9 million in Q4 2025.

PhenixFIN (PFX) Non Operating Investment Income (2021 - 2026) Analysis & Trends

PhenixFIN (PFX) has reported Non Operating Investment Income for 6 consecutive years, with $385255.0 the latest figure, recorded in Q1 2026.

  • In Q1 2026, Non Operating Investment Income rose 120.69% year-over-year to $385255.0; the TTM figure through Mar 2026 stood at -$6.5 million (down 223.63% YoY), while the FY2025 annual figure was -$984806.0, down 107.09% from the prior year.
  • Non Operating Investment Income improved to $385255.0 in Q1 2026 per PFX's latest filing, from -$6.9 million in the prior quarter.
  • Across five years, Non Operating Investment Income topped out at $5.7 million in Q1 2023 and bottomed at -$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.
  • Annual changes were most pronounced in 2023 — Non Operating Investment Income jumped 20906.37% — and 2025, when it sank 922.33%.
  • PhenixFIN's Non Operating Investment Income stood at $13448.0 in 2022, then surged 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 jumped by 105.59% to $385255.0 in 2026.
  • Business Quant data shows PFX's Non Operating Investment Income at $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 BlackRock 179.54 Bn 165.67 Bn - 283.00 Mn
2 Blackstone 114.83 Bn 112.32 Bn - 2.47 Bn
3 Kkr 97.26 Bn -179.81 Bn - 378.59 Mn
4 Brookfield 93.07 Bn 45.66 Bn - -
5 Brookfield Asset Management 83.46 Bn 81.96 Bn - -
6 Apollo Global Management 78.41 Bn 53.04 Bn 10.54 Bn 2.99 Bn
7 State Street 51.66 Bn 51.66 Bn - -
8 Ameriprise Financial 51.12 Bn 40.07 Bn 4.72 Bn -
9 Raymond James Financial 33.99 Bn 20.74 Bn - -
10 PhenixFIN 98.99 Mn -204.83 Mn - 2.15 Mn

Historic Data

Download Data
DateValue
Jun 30, 2026 2.15 Mn
Jun 30, 2026 2.15 Mn
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