PhenixFIN (PFXNZ) Common Equity (2021 - 2026)
PhenixFIN's (PFXNZ) quarterly Common Equity came in at $157.9 million in Q2 2026, up 0.75% year-over-year from $156.7 million in Q2 2025, and up 2.63% quarter-over-quarter from $153.8 million in Q1 2026.
Analysis
PhenixFIN (PFXNZ) Common Equity (2021 - 2026) Analysis & Trends
PhenixFIN (PFXNZ) has reported Common Equity for 6 consecutive years, with $157.9 million the latest figure, recorded in Q2 2026.
- On a quarterly basis, Common Equity rose 0.75% year-over-year to $157.9 million in Q2 2026; TTM through Jun 2026 was $157.9 million, a 0.75% increase from a year earlier, with the FY2025 full-year figure at $160.8 million, changed 0.29% from the prior year.
- Common Equity was $157.9 million for Q2 2026 at PhenixFIN, up from $153.8 million in the prior quarter.
- Over five years, Common Equity peaked at $162.8 million in Q4 2024 and troughed at $120.8 million in Q3 2022.
- A 5-year average of $147.6 million and a median of $154.0 million in 2024 frame the typical range for Common Equity.
- Across the five-year window, Common Equity slipped 16.03% in 2022 and advanced 21.4% in 2023, its largest moves.
- Over 5 years, Common Equity stood at $124.7 million in 2022, then rose by 20.86% to $150.7 million in 2023, then advanced by 8.01% to $162.8 million in 2024, then dropped by 4.27% to $155.8 million in 2025, then increased by 1.31% to $157.9 million in 2026.
- The last three Common Equity figures came in at $157.9 million (Q2 2026), $153.8 million (Q1 2026), and $155.8 million (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Common Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | Ares Capital | 14.39 Bn | 14.01 Bn | - | 13.89 Bn |
| 2 | Blackstone Secured Lending Fund | 5.76 Bn | 5.49 Bn | - | 5.94 Bn |
| 3 | Blue Owl Capital | 5.62 Bn | 5.38 Bn | - | 7.03 Bn |
| 4 | Main Street Capital | 5.39 Bn | 5.33 Bn | - | 3.17 Bn |
| 5 | Blue Owl Technology Finance | 5.20 Bn | 4.99 Bn | - | 7.54 Bn |
| 6 | Hercules Capital | 4.68 Bn | 4.64 Bn | - | 2.27 Bn |
| 7 | FS KKR Capital | 3.48 Bn | 3.37 Bn | - | 5.12 Bn |
| 8 | Golub Capital Bdc | 3.38 Bn | 3.34 Bn | - | 3.70 Bn |
| 9 | PennantPark Floating Rate Capital | 2.47 Bn | -134.94 Mn | - | 1.02 Bn |
| 10 | PhenixFIN | 46.28 Mn | -257.53 Mn | - | 157.86 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 157.86 Mn |
| Mar 31, 2026 | 153.81 Mn |
| Dec 31, 2025 | 155.82 Mn |
| Sep 30, 2025 | 160.77 Mn |
| Jun 30, 2025 | 156.69 Mn |
| Mar 31, 2025 | 158.99 Mn |
| Dec 31, 2024 | 162.77 Mn |
| Sep 30, 2024 | 160.31 Mn |
| Jun 30, 2024 | 154.20 Mn |
| Mar 31, 2024 | 154.27 Mn |
| Dec 31, 2023 | 150.70 Mn |
| Sep 30, 2023 | 146.71 Mn |
| Jun 30, 2023 | 139.95 Mn |
| Mar 31, 2023 | 131.15 Mn |
| Dec 31, 2022 | 124.69 Mn |
| Sep 30, 2022 | 120.85 Mn |
| Jun 30, 2022 | 129.08 Mn |
| Mar 31, 2022 | 138.96 Mn |
| Dec 31, 2021 | 148.50 Mn |