PhenixFIN (PFX) Retained Earnings (2022 - 2026)

PhenixFIN's (PFX) quarterly Retained Earnings came in at -$547.5 million in Q1 2026, little changed year-on-year from -$549.1 million in Q1 2025, and little changed on a QoQ basis from -$548.6 million in Q4 2025.

PhenixFIN (PFX) Retained Earnings (2022 - 2026) Analysis & Trends

PhenixFIN (PFX) has 5 years of Retained Earnings data on file, last reported at -$547.5 million in Q1 2026.

  • On a quarterly basis, Retained Earnings changed 0.29% year-over-year to -$547.5 million in Q1 2026; TTM through Mar 2026 was -$547.5 million, a 0.29% change from a year earlier, with the FY2025 full-year figure at -$543.9 million, changed 0.14% from the prior year.
  • Retained Earnings for Q1 2026 stood at -$547.5 million, roughly flat from -$548.6 million in the prior quarter.
  • Over the last five years, Retained Earnings for PFX reached as high as -$535.0 million in Q2 2023 and fell as low as -$554.6 million in Q3 2022.
  • Historically, Retained Earnings has averaged -$544.8 million across 5 years, with a median of -$544.6 million in 2024.
  • Across the five-year window, Retained Earnings climbed 1.28% in 2023 and retreated 1.71% in 2025, its largest moves.
  • Year by year, Retained Earnings stood at -$550.6 million in 2022, then climbed by 1.28% to -$543.6 million in 2023, then gained by 0.26% to -$542.1 million in 2024, then decreased by 1.2% to -$548.6 million in 2025, then climbed by 0.21% to -$547.5 million in 2026.
  • Per Business Quant data, the three most recent Retained Earnings figures were -$547.5 million in Q1 2026, -$548.6 million in Q4 2025, and -$543.9 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Retained Earnings (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn -
2 BlackRock 161.01 Bn 148.08 Bn - -678.00 Mn
3 Blackstone 97.77 Bn 96.72 Bn - -323.73 Mn
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn -3.14 Bn
5 State Street 51.30 Bn 51.30 Bn - -
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn -1.21 Bn
7 Northern Trust 32.93 Bn 32.93 Bn - -636.60 Mn
8 Raymond James Financial 32.59 Bn 17.67 Bn - -368.00 Mn
9 Price T Rowe 24.70 Bn 21.13 Bn - -51.60 Mn
10 PhenixFIN 85.65 Mn -213.24 Mn - -547.51 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 -547.51 Mn
Dec 31, 2025 -548.64 Mn
Sep 30, 2025 -543.87 Mn
Jun 30, 2025 -547.42 Mn
Mar 31, 2025 -545.92 Mn
Dec 31, 2024 -542.14 Mn
Sep 30, 2024 -544.60 Mn
Jun 30, 2024 -538.24 Mn
Mar 31, 2024 -538.20 Mn
Dec 31, 2023 -543.57 Mn
Sep 30, 2023 -548.11 Mn
Jun 30, 2023 -534.98 Mn
Mar 31, 2023 -543.90 Mn
Dec 31, 2022 -550.61 Mn
Sep 30, 2022 -554.56 Mn