PFX

NEW YORK (AP) — NEW YORK (AP) — PhenixFIN Corporation (PFX) on Tuesday reported net income of $1.1 million in its fiscal second quarter. The New York-based company said it had profit of 57 cents per share. Earnings, adjusted for investment gains, were 37 cents per share. The investment firm posted revenue of $5.2 million in the period. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on PFX at https://www.zacks.com/ap/PFX

PhenixFIN (PFX) came out with quarterly earnings of $0.37 per share, missing the Zacks Consensus Estimate of $0.45 per share. This compares to earnings of $0.48 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -17.78%. A quarter ago, it was expected that this investment firm would post earnings of $0.39 per share when it actually produced earnings of $1.07, delivering a surprise of +174.36%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. PhenixFIN, which belongs to the Zacks Financial - SBIC & Commercial Industry industry, posted revenues of $5.2 million for the quarter ended March 2026, missing the Zacks Consensus Estimate by 7.5%. This compares to year-ago revenues of $6.02 million. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. PhenixFIN shares have lost about 9.9% since the beginning of the year versus the S&P 500's gain of 5.2%. While PhenixFIN has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for PhenixFIN was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (St...

NEW YORK, May 05, 2026 (GLOBE NEWSWIRE) -- PhenixFIN Corporation (NASDAQ: PFX, PFXNZ) (the "Company"), a publicly traded business development company, today announced its financial results for the second fiscal quarter of 2026. Highlights Second quarter total investment income of $5.2 million; net investment income of $0.7 million Net asset value (NAV) of $153.8 million, or $79.56 per share as of March 31, 2026 Weighted average yield was 13.1% on debt and other income producing investments Effective May 5, 2026, the Board declared a special dividend of $0.07 per share to be paid on May 28, 2026, to stockholders of record as of May 18, 2026 David Lorber, Chief Executive Officer of the Company, stated: “While volatility and uncertainty are elevated in the markets, specifically in private credit, we continue to underwrite with a disciplined approach and engage in active portfolio management. Our overall portfolio was stable throughout the quarter. Our investment strategy is generally focused on asset-oriented industries. In addition, during the quarter we returned capital to our shareholders through our share buyback program, having repurchased 66,396 shares or 3.3% of our shares outstanding.” Selected Second Quarter 2026 Financial Results for the Quarter Ended March 31, 2026: Total investment income was $5.2 million of which $5.0 million was attributable to portfolio interest and dividend income and $0.2 million was attributable to fee and other income. Total net expenses were $4.5 million and total net investment income was $0.7 million. The Company recorded a net realized loss of $1.1 million and net unrealized gain of $1.7 million. Portfolio and Investment Activities for the Quarter Ended March 31, 2026: The fair value of the Company's investment portfolio totaled $295.8 million and consisted of 32 portfolio companies. The Company had 1 portfolio company investment on non-accrual status with a fair market value of $0.0 million. Liquidity and Capital Resources At March 31, 2026, the Company had $3.1 million in cash and cash equivalents, $57.5 million in aggregate principal amount of its 5.25% unsecured notes due 2028 and $90.0 million outstanding under the Credit Facility. ABOUT PHENIXFIN CORPORATION PhenixFIN Corporation is a non-diversified, internally managed closed-end management investment company incorporated in Delaware that has elected to be regulate...

NEW YORK, Feb. 09, 2026 (GLOBE NEWSWIRE) -- PhenixFIN Corporation (NASDAQ: PFX, PFXNZ) (the "Company"), a publicly traded business development company, today announced its financial results for the first fiscal quarter of 2026. Highlights First quarter total investment income of $6.7 million; net investment income of $2.1 million Net asset value (NAV) of $155.8 million, or $77.92 per share as of December 31, 2025 Weighted average yield was 12.52% on debt and other income producing investments David Lorber, Chief Executive Officer of the Company, stated: “During the quarter, we generated solid investment income, supported by a 12.52% weighted average yield on income producing investments. While mark-to-market declines in certain equity positions weighed on results, these reflected company-specific softness despite a generally favorable economic backdrop. With our portfolio focused on U.S. companies, and with policy makers signaling support for domestic growth and a more supportive rate environment, we expect U.S. fundamentals to improve throughout 2026.” Selected First Quarter 2026 Financial Results for the Quarter Ended December 31, 2025: Total investment income was $6.7 million of which $6.5 million was attributable to portfolio interest and dividend income and $0.2 million was attributable to fee and other income. Total net expenses were $4.5 million and total net investment income was $2.1 million. The Company recorded a net realized gain of $0.7 million and net unrealized loss of $7.2 million. Portfolio and Investment Activities for the Quarter Ended December 31, 2025: The fair value of the Company's investment portfolio totaled $295.6 million and consisted of 33 portfolio companies. The Company had 1 portfolio company investment on non-accrual status with a fair market value of $0.0 million. Liquidity and Capital Resources At December 31, 2025, the Company had $3.4 million in cash and cash equivalents, $57.5 million in aggregate principal amount of its 5.25% unsecured notes due 2028 and $90.0 million outstanding under the Credit Facility. ABOUT PHENIXFIN CORPORATION PhenixFIN Corporation is a non-diversified, internally managed closed-end management investment company incorporated in Delaware that has elected to be regulated as a business development company under the Investment Company Act of 1940, as amended. We completed our initial public offering a...

PhenixFIN (PFX) came out with quarterly earnings of $1.07 per share, beating the Zacks Consensus Estimate of $0.39 per share. This compares to earnings of $0.8 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +174.36%. A quarter ago, it was expected that this investment firm would post earnings of $0.24 per share when it actually produced earnings of $0.69, delivering a surprise of +187.5%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. PhenixFIN, which belongs to the Zacks Financial - SBIC & Commercial Industry industry, posted revenues of $6.66 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 13.85%. This compares to year-ago revenues of $6.22 million. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. PhenixFIN shares have lost about 2.7% since the beginning of the year versus the S&P 500's gain of 1.3%. While PhenixFIN has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for PhenixFIN was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #5 (Strong Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zack...

NEW YORK (AP) — NEW YORK (AP) — PhenixFIN Corporation (PFX) on Monday reported a loss of $4.8 million in its fiscal first quarter. On a per-share basis, the New York-based company said it had a loss of $2.38. Earnings, adjusted for investment costs, came to $1.07 per share. The investment firm posted revenue of $6.7 million in the period. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on PFX at https://www.zacks.com/ap/PFX

PhenixFIN (PFX) came out with quarterly earnings of $0.69 per share, beating the Zacks Consensus Estimate of $0.24 per share. This compares to earnings of $0.26 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +187.50%. A quarter ago, it was expected that this investment firm would post earnings of $0.54 per share when it actually produced earnings of $0.58, delivering a surprise of +7.41%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. PhenixFIN, which belongs to the Zacks Financial - SBIC & Commercial Industry industry, posted revenues of $6.87 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 18.04%. This compares to year-ago revenues of $5.57 million. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. PhenixFIN shares have lost about 18.1% since the beginning of the year versus the S&P 500's gain of 17.3%. While PhenixFIN has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for PhenixFIN was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks...

NEW YORK, Dec. 12, 2025 (GLOBE NEWSWIRE) -- PhenixFIN Corporation (NASDAQ: PFX, PFXNZ) (the "Company"), a publicly traded business development company, today announced its financial results for the fiscal year and the fourth fiscal quarter of 2025. Highlights Fourth quarter total investment income of $6.9 million; net investment income of $1.4 million Net asset value (NAV) of $160.8 million, or $80.24 per share as of September 30, 2025, vs. $79.37 per share as of September 30, 2024 Weighted average yield was 12.8% on debt and other income producing investments as of the fiscal year end David Lorber, Chief Executive Officer of the Company, stated: “Throughout fiscal year 2025, we remained focused on executing our strategy to grow NAV per share and enhance shareholder value. We continued our share repurchase program throughout the year, and in February we paid a special dividend of $1.43 per share. As always, we actively monitor our portfolio and assess potential impacts from economic and market developments. During the quarter, upon First Brands Group’s delayed refinancing of the First Lien Term Loan, we quickly sold our entire position at nearly par (95.5), a demonstration of our nimbleness in seeking to protect capital when our investment outlook changes. We look forward to delivering continued value for shareholders in 2026 and beyond.” Selected Fourth Quarter 2025 Financial Results for the Quarter Ended September 30, 2025: Total investment income was $6.9 million of which $6.7 million was attributable to portfolio interest and dividend income and $0.2 million was attributable to fee and other income. Total net expenses were $5.5 million and total net investment income was $1.4 million. The Company recorded a net realized loss of $0.04 million and net unrealized gain of $2.2 million. Portfolio and Investment Activities for the Quarter Ended September 30, 2025: The fair value of the Company's investment portfolio totaled $302.3 million and consisted of 36 portfolio companies. The Company had 1 portfolio company investment on non-accrual status with a fair market value of $0.0 million. Liquidity and Capital Resources At September 30, 2025, the Company had $7.3 million in cash and cash equivalents, $59.2 million in aggregate principal amount of its 5.25% unsecured notes due 2028 and $90.0 million outstanding under the Credit Facility. ABOUT PHENIXFIN CORPORAT...

Revenue: US$6.16m (down 1.3% from 3Q 2024). Net loss: US$1.50m (down by 157% from US$2.61m profit in 3Q 2024). US$0.74 loss per share (down from US$1.29 profit in 3Q 2024). We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. All figures shown in the chart above are for the trailing 12 month (TTM) period Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) missed analyst estimates. Looking ahead, revenue is forecast to stay flat during the next 2 years compared to a 6.1% growth forecast for the Capital Markets industry in the US. Performance of the American Capital Markets industry. The company's shares are down 1.9% from a week ago. Before you take the next step you should know about the 6 warning signs for PhenixFIN (3 are significant!) that we have uncovered. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

NEW YORK (AP) — NEW YORK (AP) — PhenixFIN Corporation (PFX) on Wednesday reported a loss of $1.5 million in its fiscal third quarter. The New York-based company said it had a loss of 74 cents per share. Earnings, adjusted for investment costs, came to 58 cents per share. The investment firm posted revenue of $6.2 million in the period. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on PFX at https://www.zacks.com/ap/PFX

PhenixFIN (PFX) came out with quarterly earnings of $0.58 per share, beating the Zacks Consensus Estimate of $0.54 per share. This compares to earnings of $0.98 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +7.41%. A quarter ago, it was expected that this investment firm would post earnings of $0.82 per share when it actually produced earnings of $0.48, delivering a surprise of -41.46%. Over the last four quarters, the company has surpassed consensus EPS estimates two times. PhenixFIN, which belongs to the Zacks Financial - SBIC & Commercial Industry industry, posted revenues of $6.16 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.28%. This compares to year-ago revenues of $6.24 million. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. PhenixFIN shares have lost about 0.6% since the beginning of the year versus the S&P 500's gain of 7.1%. While PhenixFIN has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for PhenixFIN was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Stro...

NEW YORK, Aug. 06, 2025 (GLOBE NEWSWIRE) -- PhenixFIN Corporation (NASDAQ: PFX, PFXNZ) (the “Company”), a publicly traded business development company, today announced its financial results for the fiscal third quarter for its year ending September 30, 2025. Highlights: Third quarter total investment income of $6.2 million; net investment income of $1.2 million Net asset value (NAV) of $157 million, or $78.20 per share as of June 30, 2025 On April 17, 2025, amended the credit facility to $100mm with a $50mm accordion, reduction in pricing to SOFR+2.50% and extended maturity to April 17, 2030 Weighted average yield was 12.66% on debt and other income producing investments “We continue to see solid performance from the portfolio despite a more volatile macro environment.” commented David Lorber, Chief Executive Officer, “We had a strong origination quarter as we continue to source attractive investment opportunities, we also had multiple portfolio companies repay and monetized one of our last remaining legacy investments.” Selected Third Quarter 2025 Financial Results for the Quarter Ended June 30, 2025: Total investment income was $6.2 million of which $5.5 million was attributable to portfolio interest and dividend income, and $0.7 million was attributable to fee and other income. Total net expenses were $5.0 million and total net investment income was $1.2 million. The Company recorded a net realized loss of $12.0 million and a net unrealized gain of $9.3 million. Portfolio and Investment Activities for the Quarter Ended June 30, 2025: The fair value of the Company's investment portfolio totaled $294.4 million and consisted of 34 portfolio companies. Liquidity and Capital Resources: As of June 30, 2025, the Company had $7.3 million in cash and cash equivalents, $59.2 million in aggregate principal amount of its 5.25% unsecured notes due 2028 and $87.0 million outstanding under the Credit Facility. ABOUT PHENIXFIN CORPORATION PhenixFIN Corporation is a non-diversified, internally managed closed-end management investment company incorporated in Delaware that has elected to be regulated as a business development company under the Investment Company Act of 1940, as amended. We completed our initial public offering and commenced operations on January 20, 2011. The Company has elected, and intends to qualify annually, to be treated, for U.S. federal income tax pu...