PhenixFIN (PFXNZ) Invested Capital (2022 - 2026)
PhenixFIN's (PFXNZ) quarterly Invested Capital came in at $304.6 million in Q2 2026, up 0.98% year-over-year from $301.6 million in Q2 2025, and down 31.87% quarter-over-quarter from $447.1 million in Q1 2026.
Analysis
PhenixFIN (PFXNZ) Invested Capital (2022 - 2026) Analysis & Trends
PhenixFIN (PFXNZ) has reported Invested Capital for 5 consecutive years, with $304.6 million the latest figure, recorded in Q2 2026.
- On a quarterly basis, Invested Capital rose 0.98% year-over-year to $304.6 million in Q2 2026; TTM through Jun 2026 was $304.6 million, a 0.98% increase from a year earlier, with the FY2025 full-year figure at $456.8 million, up 5.8% from the prior year.
- Invested Capital was $304.6 million for Q2 2026 at PhenixFIN, down from $447.1 million in the prior quarter.
- Over five years, Invested Capital peaked at $456.8 million in Q3 2025 and troughed at $202.8 million in Q4 2022.
- A 5-year average of $346.5 million and a median of $317.3 million in 2023 frame the typical range for Invested Capital.
- Across the five-year window, Invested Capital surged 57.51% in 2023 and declined 22.21% in 2024, its largest moves.
- Over 5 years, Invested Capital stood at $202.8 million in 2022, then soared by 57.51% to $319.4 million in 2023, then surged by 39.73% to $446.3 million in 2024, then climbed by 0.59% to $448.9 million in 2025, then tumbled by 32.15% to $304.6 million in 2026.
- The last three Invested Capital figures came in at $304.6 million (Q2 2026), $447.1 million (Q1 2026), and $448.9 million (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Ares Capital | 14.12 Bn | 13.73 Bn | - | 29.66 Bn |
| 2 | Blackstone Secured Lending Fund | 5.69 Bn | 5.42 Bn | - | 13.47 Bn |
| 3 | Blue Owl Capital | 5.52 Bn | 5.28 Bn | - | 14.94 Bn |
| 4 | Main Street Capital | 5.26 Bn | 5.20 Bn | - | 5.70 Bn |
| 5 | Blue Owl Technology Finance | 5.05 Bn | 4.84 Bn | - | 14.70 Bn |
| 6 | Hercules Capital | 4.64 Bn | 4.59 Bn | - | 4.61 Bn |
| 7 | FS KKR Capital | 3.37 Bn | 3.27 Bn | - | 11.59 Bn |
| 8 | Golub Capital Bdc | 3.34 Bn | 3.30 Bn | - | 8.24 Bn |
| 9 | PennantPark Floating Rate Capital | 2.48 Bn | -129.09 Mn | - | 1.65 Bn |
| 10 | PhenixFIN | 46.31 Mn | -257.51 Mn | - | 304.57 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 304.57 Mn |
| Mar 31, 2026 | 447.07 Mn |
| Dec 31, 2025 | 448.91 Mn |
| Sep 30, 2025 | 456.80 Mn |
| Jun 30, 2025 | 301.61 Mn |
| Mar 31, 2025 | 433.86 Mn |
| Dec 31, 2024 | 446.26 Mn |
| Sep 30, 2024 | 431.76 Mn |
| Jun 30, 2024 | 239.50 Mn |
| Mar 31, 2024 | 323.11 Mn |
| Dec 31, 2023 | 319.37 Mn |
| Sep 30, 2023 | 315.21 Mn |
| Jun 30, 2023 | 307.87 Mn |
| Mar 31, 2023 | 288.90 Mn |
| Dec 31, 2022 | 202.76 Mn |
| Sep 30, 2022 | 276.77 Mn |