PhenixFIN (PFXNZ) Liabilities and Shareholders Equity (2022 - 2026)
PhenixFIN (PFXNZ) reported Liabilities and Shareholders Equity of $305.6 million for Q1 2026, up 1.62% year-over-year from $300.7 million in Q1 2025, and down 0.59% on a QoQ basis from $307.4 million in Q4 2025.
PhenixFIN (PFXNZ) has 5 years of Liabilities and Shareholders Equity data on file, last reported at $305.6 million in Q1 2026.
- Quarterly Liabilities and Shareholders Equity rose 1.62% year-over-year to $305.6 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $1.2 billion (up 6.46% YoY) and the FY2025 annual result came in at $316.9 million, up 4.68% from the prior year.
- Liabilities and Shareholders Equity eased to $305.6 million in Q1 2026 per PFXNZ's latest filing, from $307.4 million in the prior quarter.
- Across five years, Liabilities and Shareholders Equity topped out at $316.9 million in Q3 2025 and bottomed at $205.4 million in Q4 2022.
- The 5-year median for Liabilities and Shareholders Equity is $247.7 million (2024), against an average of $266.3 million.
- The widest annual swing landed in 2024, when Liabilities and Shareholders Equity soared 31.15%; it then fell 1.46% in 2025.
- Tracing PFXNZ's Liabilities and Shareholders Equity over 5 years: stood at $205.4 million in 2022, then climbed by 15.81% to $237.8 million in 2023, then jumped by 31.15% to $311.9 million in 2024, then slipped by 1.46% to $307.4 million in 2025, then decreased by 0.59% to $305.6 million in 2026.
- Per Business Quant, the three latest PFXNZ Liabilities and Shareholders Equity figures stand at $305.6 million (Q1 2026), $307.4 million (Q4 2025), and $316.9 million (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Liabilities and Shareholders Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 170.24 Bn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 48.33 Bn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 412.08 Bn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 17.94 Bn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 467.53 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | 392.17 Bn |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 184.45 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 174.57 Bn |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 28.39 Bn |
| 10 | PhenixFIN | - | - | - | 305.57 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 305.57 Mn |
| Dec 31, 2025 | 307.38 Mn |
| Sep 30, 2025 | 316.91 Mn |
| Jun 30, 2025 | 306.81 Mn |
| Mar 31, 2025 | 300.71 Mn |
| Dec 31, 2024 | 311.93 Mn |
| Sep 30, 2024 | 302.75 Mn |
| Jun 30, 2024 | 246.30 Mn |
| Mar 31, 2024 | 247.69 Mn |
| Dec 31, 2023 | 237.84 Mn |
| Sep 30, 2023 | 239.69 Mn |
| Jun 30, 2023 | 232.44 Mn |
| Mar 31, 2023 | 213.93 Mn |
| Dec 31, 2022 | 205.38 Mn |
| Sep 30, 2022 | 218.87 Mn |