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
Download Data
Historic Data
| Date | Value |
|---|---|
| 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 |