PhenixFIN (PFX) Non Operating Investment Income (2021 - 2026)
PhenixFIN (PFX) reported Non Operating Investment Income of $2.15 million for fiscal Q3 2026 (quarter ended Jun 30, 2026), down 76.8% from $9.28 million a year earlier but up 28.7% from the prior quarter.
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Analysis
PhenixFIN (PFX) Non Operating Investment Income (2021 - 2026) Analysis & Trends
Over the twelve months ended Jun 30, 2026, PhenixFIN's Non Operating Investment Income came in at -$1.09 million; for FY2025 (ended Sep 30, 2025), it was $10.73 million, down 22.7% from FY2024.
- By fiscal year, Non Operating Investment Income came in at $13.89 million in FY2024 (-56.5%), $31.94 million in FY2023, -$14.46 million in FY2022 and -$42.49 million in FY2021.
- Five-year quarterly Non Operating Investment Income spans a low of -$9.25 million in fiscal Q3 2022 and a high of $15.22 million in fiscal Q1 2022.
- The high point for year-over-year Non Operating Investment Income in five years was fiscal Q2 2023 (growth of 320.1%); the low point was fiscal Q1 2023 (a decline of 85.0%).
- Per Business Quant data, the three fiscal quarters before Q3 2026 came in at $1.67 million (Q2 2026), -$7.15 million (Q1 2026) and $2.25 million (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Non-Op. Investment Inc. (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 43.94 Bn | 29.62 Bn | - | - |
| 2 | Orix | 41.70 Bn | 42.20 Bn | - | - |
| 3 | Royalty Pharma | 32.87 Bn | 32.78 Bn | - | - |
| 4 | Federal National Mortgage Association Fannie Mae | 25.52 Bn | 25.52 Bn | - | 53.00 Mn |
| 5 | Affirm Holdings | 23.86 Bn | 17.55 Bn | - | - |
| 6 | Synchrony Financial | 23.33 Bn | -44.64 Bn | - | - |
| 7 | Royal Gold | 19.87 Bn | 19.09 Bn | 390.45 Mn | 458,000.00 |
| 8 | Annaly Capital Management | 13.89 Bn | 4.98 Bn | - | -318.50 Mn |
| 9 | Ares Capital | 13.54 Bn | 10.98 Bn | - | -5.00 Mn |
| 10 | PhenixFIN | 86.71 Mn | 70.76 Mn | - | 2.15 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 2.15 Mn |
| Mar 31, 2026 | 1.67 Mn |
| Dec 31, 2025 | -7.15 Mn |
| Sep 30, 2025 | 2.25 Mn |
| Jun 30, 2025 | 9.28 Mn |
| Mar 31, 2025 | -1.86 Mn |
| Dec 31, 2024 | 838,684.00 |
| Sep 30, 2024 | 5.63 Mn |
| Jun 30, 2024 | -8.07 Mn |
| Mar 31, 2024 | 6.59 Mn |
| Dec 31, 2023 | 2.82 Mn |
| Sep 30, 2023 | 14.86 Mn |
| Jun 30, 2023 | 9.04 Mn |
| Mar 31, 2023 | 5.75 Mn |
| Dec 31, 2022 | 2.29 Mn |
| Sep 30, 2022 | 3.74 Mn |
| Jun 30, 2022 | -9.25 Mn |
| Mar 31, 2022 | 1.37 Mn |
| Dec 31, 2021 | 15.22 Mn |
API Access
PhenixFIN Non Operating Investment Income 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=non-operating-investment-income&ticker=PFX&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "non-operating-investment-income", "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=non-operating-investment-income&ticker=PFX&period=max&api_key=YOUR_API_KEY");
const data = await res.json();