PhenixFIN Corporation (PFX)

In May 2026, PhenixFIN announced its Second Quarter 2026 financial results, reporting $5.2 million in total investment income and $0.7 million in net investment income, with a NAV per share of $79.56. A special dividend of $0.07 per share was declared, and 66,396 shares were repurchased. In April 2026, the CEO, David A. Lorber, increased his stake in PhenixFIN to approximately 10.3%. In March 2026, PhenixFIN announced its Annual General Meeting. In February 2026, the company announced its First Quarter 2026 financial results, which included an EPS miss and a revenue decline. In December 2025, PhenixFIN announced its Fiscal Year and Fourth Quarter 2025 financial results.

There is no specific information available regarding demand seasonality for PhenixFIN Corp.'s products and services. Demand for its investment capital is likely influenced by economic conditions, credit market cycles, and the needs of its target companies.

PhenixFIN Corporation is an internally managed, non-diversified closed-end management investment company operating as a Business Development Company (BDC). Its primary objective is to generate income and capital appreciation through investments in debt and equity securities of small and middle-market companies. The company's portfolio includes various loans, notes, warrants, and equity interests, primarily in sectors like business services, real estate, automobile, oil and gas, aerospace and defense, healthcare, education, and finance. PhenixFIN operates within the Financial Services sector and the Asset Management industry.

PhenixFIN Corp. is headquartered in New York, and operates within the United States, focusing on investments in companies located in North America.

PhenixFIN Corp.'s reputation has been shaped by its financial performance and strategic investment activities. Announcements regarding dividends, share repurchases, and portfolio management aim to maintain investor confidence. Reports of NAV slips, losses, and an EPS miss could negatively impact market perception.

Institutional shareholders own 23.50% of PhenixFIN, insiders hold 509.15%, and retail investors hold 0.00%. Fortress Investment Group LLC is the largest shareholder, owning 401.79% of the company. Other major institutional holders include Raymond James Financial, Inc., Osaic Wealth, Inc., and Allworth Financial, L.P. CEO David A. Lorber holds approximately 10.3% of outstanding shares.