PhenixFIN (PFXNZ) Retained Earnings (2022 - 2026)
PhenixFIN (PFXNZ) reported Retained Earnings of -$547.5 million for Q1 2026, little changed year-over-year from -$549.1 million in Q1 2025, and little changed quarter-over-quarter from -$548.6 million in Q4 2025.
PhenixFIN (PFXNZ) Retained Earnings (2022 - 2026) Analysis & Trends
PhenixFIN (PFXNZ) has 5 years of Retained Earnings data on file, last reported at -$547.5 million in Q1 2026.
- Retained Earnings for Q1 2026 came in at -$547.5 million, changed 0.29% year-over-year; the trailing twelve-month figure through Mar 2026 was -$547.5 million (changed 0.29% YoY), and the FY2025 annual result was -$543.9 million, changed 0.14% from the prior year.
- Retained Earnings steadied at -$547.5 million in Q1 2026 per PFXNZ's latest filing, from -$548.6 million in the prior quarter.
- Over five years, Retained Earnings peaked at -$535.0 million in Q2 2023 and troughed at -$554.6 million in Q3 2022.
- A 5-year average of -$544.8 million and a median of -$544.6 million in 2024 frame the typical range for Retained Earnings.
- The sharpest annual moves came in 2023 and 2025: Retained Earnings increased 1.28% in 2023, then slipped 1.71% in 2025.
- A 5-year view of Retained Earnings shows it stood at -$550.6 million in 2022, then rose by 1.28% to -$543.6 million in 2023, then grew by 0.26% to -$542.1 million in 2024, then declined by 1.2% to -$548.6 million in 2025, then rose by 0.21% to -$547.5 million in 2026.
- Business Quant data shows PFXNZ's Retained Earnings at -$547.5 million in Q1 2026, -$548.6 million in Q4 2025, and -$543.9 million in Q3 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | 39.18 Bn |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | -15.77 Mn |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 14.08 Bn |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 5.16 Bn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | - |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 28.43 Bn |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 17.07 Bn |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 14.49 Bn |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | -1.66 Bn |
| 10 | PhenixFIN | - | - | - | -547.51 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | -547.51 Mn |
| Dec 31, 2025 | -548.64 Mn |
| Sep 30, 2025 | -543.87 Mn |
| Jun 30, 2025 | -547.42 Mn |
| Mar 31, 2025 | -545.92 Mn |
| Dec 31, 2024 | -542.14 Mn |
| Sep 30, 2024 | -544.60 Mn |
| Jun 30, 2024 | -538.24 Mn |
| Mar 31, 2024 | -538.20 Mn |
| Dec 31, 2023 | -543.57 Mn |
| Sep 30, 2023 | -548.11 Mn |
| Jun 30, 2023 | -534.98 Mn |
| Mar 31, 2023 | -543.90 Mn |
| Dec 31, 2022 | -550.61 Mn |
| Sep 30, 2022 | -554.56 Mn |