PhenixFIN Corporation (PFX)

In the past six months, PhenixFIN Corp. announced its fiscal third-quarter and fourth-quarter 2025 financial results, with Q4 2025 EPS significantly exceeding analysts' expectations. PhenixFIN acquired an 80% stake in The National Security Group, Inc. on December 17, 2025, and announced an upcoming dividend of US$1.31 per share. Insider buying activity was observed in December 2025. The stock price has shown stable volatility, but PFX underperformed both the US Capital Markets industry and the broader US Market over the past year.

Information regarding specific demand seasonality for PhenixFIN Corp.'s products and services is not explicitly available. Its investment activities are generally driven by opportunities in the small and middle-market company landscape rather than direct consumer demand seasonality.

PhenixFIN Corporation is an internally managed, non-diversified, closed-end business development company that aims to generate current income and capital appreciation by investing in privately negotiated debt and equity securities of small and middle-market companies. The company operates within the Financials sector, focusing on Asset Management and Finance: Consumer Services. Its investment portfolio includes various types of loans and notes, often with warrants or equity participation, across diverse sectors and provides managerial assistance to its portfolio companies.

PhenixFIN Corporation is headquartered in New York, New York, and primarily seeks to invest in companies located in North America.

PhenixFIN has a "Hold" consensus rating from analysts, with an average rating score of 2.00. MarketBeat's MarketRank™ scored PhenixFIN higher than 40% of evaluated companies. Zacks Investment Research currently rates PhenixFIN Corporation as a Zacks Rank 4 ("Sell"), indicating an expectation of below-average returns and suggests it may be overvalued.

Institutional investors own between 20.25% and 43.35% of PhenixFIN's stock, while retail investors hold approximately 51%. Major institutional owners include Adalta Capital Management LLC, 22Nw, Lp, Morgan Stanley, Raymond James Financial Inc., and Bulldog Investors, Llp. Individual insiders own approximately 21.1% of the company, and insiders have bought more shares than they have sold in the past three months.