PhenixFIN (PFXNZ) Common Equity (2021 - 2026)

PhenixFIN (PFXNZ) reported Common Equity of $153.8 million for Q1 2026, down 3.26% year-over-year from $159.0 million in Q1 2025, and down 1.29% quarter-over-quarter from $155.8 million in Q4 2025.

PhenixFIN (PFXNZ) Common Equity (2021 - 2026) Analysis & Trends

PhenixFIN (PFXNZ) has 6 years of Common Equity data on file, last reported at $153.8 million in Q1 2026.

  • Common Equity for Q1 2026 came in at $153.8 million, down 3.26% year-over-year; the trailing twelve-month figure through Mar 2026 was $153.8 million (down 3.26% YoY), and the FY2025 annual result was $160.8 million, changed 0.29% from the prior year.
  • Common Equity slipped to $153.8 million in Q1 2026 per PFXNZ's latest filing, from $155.8 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 $147.0 million and a median of $153.8 million in 2026 frame the typical range for Common Equity.
  • The sharpest annual moves came in 2022 and 2023: Common Equity dropped 16.03% in 2022, then climbed 21.4% in 2023.
  • A 5-year view of Common Equity shows it stood at $124.7 million in 2022, then gained by 20.86% to $150.7 million in 2023, then climbed by 8.01% to $162.8 million in 2024, then declined by 4.27% to $155.8 million in 2025, then fell by 1.29% to $153.8 million in 2026.
  • Business Quant data shows PFXNZ's Common Equity at $153.8 million in Q1 2026, $155.8 million in Q4 2025, and $160.8 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Common Equity (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 56.69 Bn
2 Blackstone 96.85 Bn 95.80 Bn - 8.37 Bn
3 Kkr 86.45 Bn 133.96 Bn - 30.50 Bn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 39.53 Bn
5 State Street 46.95 Bn 21.27 Bn - -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 6.21 Bn
7 Northern Trust 31.92 Bn 31.92 Bn - 12.99 Bn
8 Raymond James Financial 30.62 Bn 19.37 Bn - 12.57 Bn
9 Ares Management 29.04 Bn 32.41 Bn - 8.36 Bn
10 PhenixFIN - - - 153.81 Mn

Historic Data

Download Data
DateValue
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
Sep 30, 2021 143.69 Mn