PhenixFIN PFXNZ
NASDAQ PFXNZ
$23.96 -0.05 (-0.21%)
As of: Sep 9, 2026 · 10:53 AM EDT

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

Historic Data

Download Data
DateValue
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