PhenixFIN (PFX) Notes Payables (2022 - 2026)

PhenixFIN (PFX) reported Notes Payables of $146.6 million for Q1 2026, up 6.69% year-over-year from $137.4 million in Q1 2025, and little changed on a QoQ basis from $146.5 million in Q4 2025.

PhenixFIN (PFX) has 5 years of Notes Payables data on file, last reported at $146.6 million in Q1 2026.

  • Quarterly Notes Payables rose 6.69% year-over-year to $146.6 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $146.6 million (up 6.69% YoY) and the FY2025 annual result came in at $148.0 million, up 9.05% from the prior year.
  • Notes Payables steadied at $146.6 million in Q1 2026 per PFX's latest filing, from $146.5 million in the prior quarter.
  • Across five years, Notes Payables topped out at $148.0 million in Q3 2025 and bottomed at $78.0 million in Q3 2022.
  • The 5-year median for Notes Payables is $85.3 million (2024), against an average of $110.5 million.
  • The widest annual swing landed in 2024, when Notes Payables rose 1.59%; it then surged 69.9% in 2025.
  • Tracing PFX's Notes Payables over 5 years: stood at $78.1 million in 2022, then increased by 8.03% to $84.3 million in 2023, then jumped by 68.07% to $141.7 million in 2024, then rose by 3.39% to $146.5 million in 2025, then rose by 0.06% to $146.6 million in 2026.
  • Per Business Quant, the three latest PFX Notes Payables figures stand at $146.6 million (Q1 2026), $146.5 million (Q4 2025), and $148.0 million (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn -
2 Blackstone 92.68 Bn 91.63 Bn -
3 Kkr 84.94 Bn 132.45 Bn -
4 Brookfield Asset Management 77.34 Bn 77.68 Bn -
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn
6 State Street 44.42 Bn 18.75 Bn -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn
8 Northern Trust 31.21 Bn 31.21 Bn -
9 Ares Management 28.85 Bn 32.22 Bn -
10 PhenixFIN 89.41 Mn 86.34 Mn -

Historic Data

Download Data 🔒
DateValue
Mar 31, 2026 146.63 Mn
Dec 31, 2025 146.54 Mn
Sep 30, 2025 148.01 Mn
Jun 30, 2025 144.92 Mn
Mar 31, 2025 137.43 Mn
Dec 31, 2024 141.74 Mn
Sep 30, 2024 135.72 Mn
Jun 30, 2024 85.29 Mn
Mar 31, 2024 84.42 Mn
Dec 31, 2023 84.34 Mn
Sep 30, 2023 84.25 Mn
Jun 30, 2023 83.96 Mn
Mar 31, 2023 78.88 Mn
Dec 31, 2022 78.07 Mn
Sep 30, 2022 77.96 Mn