PhenixFIN
PFX
Market cap $102M

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About: PhenixFIN Corp is a non-diversified closed end management investment company operating in United States. Its investment objective is to generate current income and capital appreciation by lending directly to privately held middle market companies to expand their business, refinance and make acquisitions. It mainly invests in senior secured first lien term loans, senior secured second lien term loans, unitranche, senior secured first lien notes, subordinated notes and warrants and minority equity securities. It may also invest in securities of foreign companies. Portfolio of the company mainly consists of securities across all sectors. Revenue generated by the company comprises of interest income, dividend and other income earned through investments made.

Employees: 6

Financials Asset Management

0

Funds holding %

of 7,310 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

4% more capital invested

Capital invested by funds: $24M [Q4 2024] → $24.9M (+$948K) [Q1 2025]

0% more funds holding in top 10

Funds holding in top 10: 2 [Q4 2024] → 2 (+0) [Q1 2025]

0.34% less ownership

Funds ownership: 23.68% [Q4 2024] → 23.34% (-0.34%) [Q1 2025]

20% less funds holding

Funds holding: 20 [Q4 2024] → 16 (-4) [Q1 2025]

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

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Research analyst outlook

We haven’t received any recent analyst ratings for PFX.

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Financial journalist opinion

PhenixFIN: Trading At A Discount To Book With Hidden Tax Assets

PhenixFIN's internalized management and aggressive buybacks have driven strong NAV growth, and significant insider alignment sets a solid foundation for value creation. The ECC Capital transaction unlocks a hidden asset: a massive deferred tax asset at ECRO, potentially offering substantial upside not reflected in current book value. PFX's concentrated portfolio, equity-heavy approach, and limited liquidity pose risks, but also differentiate it from traditional BDCs and create tracking opportunities.

PhenixFIN: Trading At A Discount To Book With Hidden Tax Assets

Yield Hunting Part 24: PhenixFIN And Its Baby Bond PFXNZ

Business development companies (BDCs) remain attractive for short-term, high-yield investments despite challenging market conditions. Established BDCs have demonstrated resilience, maintaining value while delivering appealing risk-reward profiles. Market volatility has impacted many BDCs, but top players continue to offer strong income opportunities.

Yield Hunting Part 24: PhenixFIN And Its Baby Bond PFXNZ

Zacks Investment Research

PhenixFIN (PFX) Q2 Earnings and Revenues Lag Estimates

PhenixFIN (PFX) came out with quarterly earnings of $0.48 per share, missing the Zacks Consensus Estimate of $0.82 per share. This compares to earnings of $0.28 per share a year ago.

PhenixFIN (PFX) Q2 Earnings and Revenues Lag Estimates

PhenixFIN Corporation Announces Fiscal Second Quarter 2025 Financial Results

NAV per share of $78.72 taking into account special dividend of $1.43 per share paid February 19, 2025 NAV per share of $78.72 taking into account special dividend of $1.43 per share paid February 19, 2025

PhenixFIN Corporation Announces Fiscal Second Quarter 2025 Financial Results

Zacks Investment Research

Take the Zacks Approach to Beat the Markets: PhenixFIN, Palomar, Monster Beverage in Focus

Last week, our time-tested methodologies served investors well in navigating the market. Check out some of our achievements from the past three months.

Take the Zacks Approach to Beat the Markets: PhenixFIN, Palomar, Monster Beverage in Focus

AM Best Removes From Under Review With Negative Implications and Affirms Credit Ratings of Select PhenixFIN Corporation's Insurance Subsidiaries; Maintains Under Review with Negative Implications Status for National Security Insurance Company

OLDWICK, N.J.--(BUSINESS WIRE)-- #insurance--AM Best has removed from under review with negative implications and affirmed the Financial Strength Rating (FSR) of B (Fair) and the Long-Term Issuer Credit Rating (Long-Term ICR) of “bb” (Fair) of National Security Fire and Casualty Company (NSFC). AM Best also has removed from under review with negative implications and affirmed the FSR of B- (Fair) and the Long-Term ICR of “bb-” (Fair) of Omega One Insurance Company, Inc. (Omega). The outlook assigned to thes.

AM Best Removes From Under Review With Negative Implications and Affirms Credit Ratings of Select PhenixFIN Corporation's Insurance Subsidiaries; Maintains Under Review with Negative Implications Status for National Security Insurance Company

Yield Hunting Part 12: Close To 8% YTM With PhenixFIN And Its Baby Bond PFXNZ

Our focus shifts to smaller BDC companies, specifically PhenixFIN Corporation, emphasizing its internally managed structure and diversified portfolio of senior secured loans and equity. PFXNZ bond offers a current yield of 5.68% and a yield to maturity of 7.96%, trading below par value, presenting an attractive investment opportunity. PFX boasts a decent credit rating with a final score of 8.5 (Baa2 equivalent), reflecting strong asset quality, profitability, and financial flexibility.

Yield Hunting Part 12: Close To 8% YTM With PhenixFIN And Its Baby Bond PFXNZ

Zacks Investment Research

Can PhenixFIN (PFX) Run Higher on Rising Earnings Estimates?

PhenixFIN (PFX) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Can PhenixFIN (PFX) Run Higher on Rising Earnings Estimates?

Zacks Investment Research

PhenixFIN (PFX) Upgraded to Strong Buy: What Does It Mean for the Stock?

PhenixFIN (PFX) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

PhenixFIN (PFX) Upgraded to Strong Buy: What Does It Mean for the Stock?

Zacks Investment Research

PhenixFIN (PFX) Q1 Earnings and Revenues Beat Estimates

PhenixFIN (PFX) came out with quarterly earnings of $0.80 per share, beating the Zacks Consensus Estimate of $0.51 per share. This compares to earnings of $0.83 per share a year ago.

PhenixFIN (PFX) Q1 Earnings and Revenues Beat Estimates

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