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

PhenixFIN (PFXNZ) Long-Term Investments (2021 - 2025)

PhenixFIN's (PFXNZ) quarterly Long-Term Investments came in at $294.4 million in Q2 2025, up 26.0% year-over-year from $233.7 million in Q2 2024, and up 2.65% quarter-over-quarter from $286.8 million in Q1 2025.

Analysis

PhenixFIN (PFXNZ) Long-Term Investments (2021 - 2025) Analysis & Trends

PhenixFIN (PFXNZ) has reported Long-Term Investments for 5 consecutive years, with $294.4 million the latest figure, recorded in Q2 2025.

  • On a quarterly basis, Long-Term Investments rose 26.0% year-over-year to $294.4 million in Q2 2025; TTM through Jun 2025 was $294.4 million, a 26.0% increase from a year earlier, with the FY2024 full-year figure at $227.9 million, down 13.7% from the prior year.
  • Long-Term Investments was $294.4 million for Q2 2025 at PhenixFIN, up from $286.8 million in the prior quarter.
  • Over five years, Long-Term Investments peaked at $300.1 million in Q4 2024 and troughed at $34.2 million in Q1 2022.
  • A 5-year average of $189.5 million and a median of $227.9 million in 2024 frame the typical range for Long-Term Investments.
  • The widest YoY moves for Long-Term Investments: up 485.33% in 2023, down 64.4% in 2023.
  • Over 5 years, Long-Term Investments stood at $37.4 million in 2021, then jumped by 389.89% to $183.3 million in 2022, then tumbled by 64.4% to $65.3 million in 2023, then soared by 359.9% to $300.1 million in 2024, then decreased by 1.88% to $294.4 million in 2025.
  • The last three Long-Term Investments figures came in at $294.4 million (Q2 2025), $286.8 million (Q1 2025), and $300.1 million (Q4 2024), per Business Quant data.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 Ares Capital 14.39 Bn 14.01 Bn - 29.35 Bn
2 Blackstone Secured Lending Fund 5.76 Bn 5.49 Bn - 13.36 Bn
3 Blue Owl Capital 5.62 Bn 5.38 Bn - 14.96 Bn
4 Main Street Capital 5.39 Bn 5.33 Bn - 5.75 Bn
5 Blue Owl Technology Finance 5.20 Bn 4.99 Bn - 14.68 Bn
6 Hercules Capital 4.68 Bn 4.64 Bn - 4.58 Bn
7 FS KKR Capital 3.48 Bn 3.37 Bn - 11.42 Bn
8 Golub Capital Bdc 3.38 Bn 3.34 Bn - 8.20 Bn
9 PennantPark Floating Rate Capital 2.47 Bn -134.94 Mn - 2.50 Bn
10 PhenixFIN 46.28 Mn -257.53 Mn - -
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2025 294.44 Mn
Mar 31, 2025 286.84 Mn
Dec 31, 2024 300.09 Mn
Sep 30, 2024 227.92 Mn
Jun 30, 2024 233.68 Mn
Mar 31, 2024 73.31 Mn
Dec 31, 2023 65.25 Mn
Sep 30, 2023 264.10 Mn
Mar 31, 2023 200.09 Mn
Dec 31, 2022 183.27 Mn
Sep 30, 2022 262.60 Mn
Mar 31, 2022 34.18 Mn
Dec 31, 2021 37.41 Mn