PhenixFIN Corporation (PFX)

Over the past six months, PhenixFIN's stock has been influenced by financial results and corporate actions. The First Quarter 2026 Financial Results announcement on February 9, 2026, led to a +1.81% stock price movement. The Fiscal Year and Fourth Quarter 2025 Financial Results announcement on December 12, 2025, resulted in a +4.82% stock price increase. On April 2, 2026, a Schedule 13D/A filing indicated that David A. Lorber increased his direct stake, while FrontFour Master Fund, Ltd. exited its position. On March 20, 2026, PhenixFIN holders backed directors, auditor, and pay. On March 5, 2026, insider Howard Amster added 11,500 shares. Over the last 12 months, the stock price has decreased by 22.34%, with a year-to-date return of -7.83%, but increased by 1.65% in the past month.

The provided information does not contain specific details regarding the demand seasonality for PhenixFIN Corp.'s products and services. The demand for capital from middle-market companies may be influenced by broader economic conditions, interest rate environments, and the overall M&A and growth capital markets, rather than traditional seasonal patterns.

PhenixFIN Corporation is an internally managed, non-diversified, closed-end management investment company operating as a BDC. Founded in 2010 and headquartered in New York, it focuses on income and capital appreciation through investments in small and middle-market companies. The company invests in various securities, including loans, notes, warrants, and equity, targeting companies with enterprise values between $25 million and $250 million. PhenixFIN operates within the Diversified Financials sector and the Asset Management and Custody Banks industry, with a diversified portfolio across sectors like business services, real estate, and healthcare.

PhenixFIN Corporation primarily focuses its investments on companies located in North America, specifically within the United States.

Information specifically detailing PhenixFIN Corp.'s brand reputation in the past year is not explicitly available. However, the company's regular announcements of financial results, SEC filings, and strategic investment activities contribute to its public perception and transparency. The company also emphasizes its commitment to rigorous due diligence and active portfolio management.

PhenixFIN Corp. is owned by a mix of institutional shareholders, insiders, and retail investors. Approximately 23.50% of the stock is held by institutional investors, including Adalta Capital Management LLC and Bulldog Investors LLP. Insiders hold approximately 509.15% of the company's stock, with Fortress Investment Group LLC being the largest individual shareholder. David A. Lorber, CEO, beneficially owns about 10.3% of the outstanding shares. Retail investors hold 0.00% of the company's stock.