Phenixfin Corporation Overview
Industry: Asset Management
Sector: Financial Services
PhenixFIN Corporation is a business development company. The firm seeks to invest in privately negotiated debt and equity securities of small and middle market companies. It primarily invests in the following sectors: business services; buildings and real estate; automobile; oil and gas; aerospace and defense; home and office furnishings, housewares, and durable consumer products; healthcare, education and childcare; personal, food, and miscellaneous services; retail stores, diversified or conglomerate manufacturing; telecommunications; mining, steel, iron, and non-precious metals; leisure, amusement, motion pictures, and entertainment; chemicals, plastics, and rubber; finance; personal and nondurable consumer products (manufacturing only); beverage, food, and tobacco; containers, packaging, and glass; structure finance securities; machinery (non-agriculture, non-construction, non-electric); diversified or conglomerate service; restaurant and franchise; electronics; and cargo transport. The fund seeks to invest in companies located in North America. The fund targets private debt transactions in companies with enterprise values or asset values between $25 million and $250 million. The fund seeks to invest in companies with debt investment values between $10 million and $50 million. It exits its investments between three years and seven years; it holds most of its investments to maturity or repayment, but may realize or sell some investments earlier. The fund may take a board seat on its investee companies and can also offer managerial assistance to certain portfolio companies. It structures its investments as first lien senior secured loans, second lien senior secured loans, senior secured notes, senior subordinated notes, subordinate notes, unitranche loans, and seeks warrants or other equity participation. The fund may co-invest in privately negotiated transactions under certain conditions. PhenixFIN Corporation was founded in 2010 and is headquartered in New York, New York. PhenixFIN Corporation is a business development company. The firm seeks to invest in privately negotiated debt and equity securities of small and middle market companies. It primarily invests in the following sectors: business services; buildings and real estate; automobile; oil and gas; aerospace a Read MoreMavefund brings filings, fundamentals, valuation, price history and news for Phenixfin Corporation into one research view. The sections below show what strengthens or weakens the research case.
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Reported Results
What the company reported, with filing details kept small.
Quarterly result summary
Exhibit 99.1 PhenixFIN Corporation Announces Second Quarter 2026 Financial Results New York, NY, May 5, 2026 -- PhenixFIN Corporation (NASDAQ: PFX, PFXNZ) (the “Company”), a publicly traded business development company, today announced its financial results f...
What changed
- Review the SEC source filing for the full reported results and management commentary.
Source: SEC EDGAR company-filed earnings materials. Dates are shown only for verification; review the source filing before relying on extracted report details.
Other recent earnings materials
SEC filing
QUARTERLY REPORT
May 05, 2026
SEC filing
CURRENT REPORT
May 05, 2026
Earnings release
PRESS RELEASE DATED FEBRUARY 9, 2026
Feb 09, 2026
SEC filing
QUARTERLY REPORT
Feb 09, 2026
SEC filing
CURRENT REPORT
Feb 09, 2026
Earnings release
PRESS RELEASE DATED DECEMBER 12, 2025
Dec 12, 2025
SEC filing
ANNUAL REPORT
Dec 12, 2025
SEC filing
CURRENT REPORT
Dec 12, 2025
Earnings release
PRESS RELEASE DATED AUGUST 6, 2025
Aug 06, 2025
SEC filing
QUARTERLY REPORT
Aug 06, 2025
SEC filing
CURRENT REPORT
Aug 06, 2025
Prediction-grade evidence
Recent News
Company-relevant articles from sources that pass the Mave Signal relevance and reliability checks.
PhenixFIN (PFX) Soars 7.4%: Is Further Upside Left in the Stock?
Headline from Yahoo Finance: PhenixFIN (PFX) Soars 7.4%: Is Further Upside Left in the Stock?
Earnings Per Share
Score 0.00/5
Phenixfin Corporation earns a low score, as its Earnings Per Share (EPS) has not shown continuous growth over the last six years. Notable counterparts in the sector with high scores includes
Aflac Inc
Pathward Financial Inc
T. Rowe Price Group Inc
In
Asset Management industry
, T. Rowe Price Group Inc
, Victory Capital Holdings Inc
, Diamond Hill Investment Group Inc
are companies with high ratings.
Return on Equity
Score 2.53/5
Phenixfin Corporation stands out with a superior score in the Return on Equity (ROE) section, surpassing the sector median value and showcasing its strong performance in this metric. The top companies in the same sector include
Aflac Inc
Pathward Financial Inc
T. Rowe Price Group Inc
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Net Margin
Score 2.96/5
Phenixfin Corporation
commands a high score, propelled by its net margin consistently outpacing the sector median value and exhibiting continuous growth in recent six years; noteworthy counterparts in the sector, boasting similarly high scores, include
Aflac Inc
Pathward Financial Inc
T. Rowe Price Group Inc
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Leverage
Score 4.07/5
Phenixfin Corporation
attains a commendable score in the category due to its lower leverage ratio over the past six years in comparison to the sector median value. Additionally, other notable companies in the same sector, such as
Aflac Inc
Pathward Financial Inc
T. Rowe Price Group Inc
, also exhibit high scores.
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Financial Statements
Company-reported SEC EDGAR facts organized into the three core statements.
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Source: SEC EDGAR companyfacts. Values are standardized company filings for research support, not personalized financial advice.
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