PhenixFIN Corporation (PFX) Stock Price & Analysis
PhenixFIN Corporation (PFX) closed at USD 44 on Thursday, October 15, 2026, down 1.42% on the day. The US market is currently closed; this is not a live price.
The prior close was USD 44.64; the Oct 15, 2026 session ranged USD 44–44.05 on volume of 1,410 shares. Market capitalization is $84.98M, with a 52-week range of USD 38.3–56.48 (NGM). Source: Nexqual, retrieved October 16, 2026 at 05:19 UTC.
Also available as compact Markdown for AI agents: nexqual.com/PFX.md
Key facts (PFX)
- Analysts: Hold (mean 3.00 on a 1–5 scale) (1 analysts).
- Total return with dividends: 1Y -3.1% vs S&P 500 +18.1%; 5Y +9.3% vs S&P 500 +85.1%.
Analysts (PFX)
Consensus Hold (mean 3.00 on a 1–5 scale), 1 analysts.
Total return (dividends reinvested) (PFX)
| 1Y (from 2025-10-16) | 5Y (from 2021-10-11) | |
|---|---|---|
| Total return | -3.1% | +9.3% |
| S&P 500 (SPY) | +18.1% | +85.1% |
| Per year | -3.1% | +1.8% |
| Volatility (annualized) | 40.5% | 22.7% |
| Max drawdown | -19.1% (Aug 2026→Oct 2026) | -29.3% (Mar 2025→Mar 2026) |
Key Statistics (as of October 16, 2026 at 05:19 UTC)
| Price | USD 44 |
|---|---|
| Change | ▼ 1.42% (down) |
| Previous Close | USD 44.64 |
| Open | USD 44.05 |
| Day Range | USD 44 – 44.05 |
| 52-Week Range | USD 38.3 – 56.48 |
| Volume | 1,410 shares |
| Market Cap | $84.98M |
| Exchange | NGM |
Technical Analysis (PFX)
Nexqual's technical model rates PFX "SELL" based on 1 bullish and 5 bearish signals across 127 daily candles, as of October 16, 2026 at 05:19 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 32.68 (neutral) |
| vs SMA50 | Below (USD 46.64) |
| MACD | -0.49 (negative) |
Analyst Ratings (PFX)
Wall Street analysts rate PFX "Hold" based on 1 analysts, per Nexqual as of October 16, 2026 at 05:19 UTC.
| Consensus Rating | Hold |
|---|---|
| Analyst Count | 1 |
| Buy / Hold / Sell | 0 / 1 / 0 |
Earnings (PFX)
| EPS Estimate | USD 0.6 |
|---|---|
| Revenue Estimate | $5.80M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 1.07 vs est 0.47 ▲ beat |
| 2026-03-31 | USD 0.38 vs est 0.45 ▼ miss |
| 2025-12-31 | USD 1.06 vs est 0.39 ▲ beat |
| 2025-09-30 | USD 0.69 vs est 0.24 ▲ beat |
Source: Nexqual, October 16, 2026 at 05:19 UTC.
Financials & Fundamentals (PFX)
| Total Revenue | $25.18M |
|---|---|
| Revenue Growth (latest quarter, YoY) | +4.80% |
| Gross Margin | +100.00% |
| Operating Margin | +68.13% |
| Profit Margin | +18.55% |
| ROE | +2.97% |
| Debt / Equity | 0.94 |
| Current Ratio | 1.37 |
| Total Cash | $2.18M |
| Total Debt | $149.17M |
Source: Nexqual, October 16, 2026 at 05:19 UTC.
Financial Health Score (PFX)
Nexqual rates PhenixFIN Corporation's overall financial health "Weak" across five dimensions, as of October 16, 2026 at 05:19 UTC.
| Growth | Solid — Revenue +14% YoY (annual) |
|---|---|
| Profitability | Weak — Small revenue base — building scale |
| Balance Sheet | Mixed — $2M cash vs $149M debt |
| Cash Flow | Weak — Operating cash flow -$3M (TTM) |
| Efficiency | Weak — ROE 3%, ROA 3.2% |
Ownership (PFX)
| Insider Ownership | +28.04% |
|---|---|
| Institutional Ownership | +17.13% |
| Shares Outstanding | 1.93M |
| Float | 1.39M |
| Short % of Float | +0.01% |
Source: Nexqual, October 16, 2026 at 05:19 UTC.
Leadership (PFX)
PhenixFIN Corporation is led by David Aaron Lorber (age 47), Chairman & CEO, per Nexqual as of October 16, 2026 at 05:19 UTC.
| Chairman & CEO | David Aaron Lorber (age 47) |
|---|---|
| Chief Financial Officer | Ellida McMillan (age 57) |
| Managing Director | Ryan Phalen |
| Managing Director | Matthew Philip Howlett |
Major Backers & Investors (PFX)
Notable institutional backers of PhenixFIN Corporation include Adalta Capital Management LLC, American Financial Group Inc., Morgan Stanley, according to Nexqual as of October 16, 2026 at 05:19 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Adalta Capital Management LLC | 9.14% |
| American Financial Group Inc. | 3.33% |
| Morgan Stanley | 2.82% |
| Bulldog Investors, LLP | 1% |
| High Income Securities Fund | 1% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Legal & General Group PLC | 0.78% |
Source: Nexqual, October 16, 2026 at 05:19 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| BXSL | Blackstone Secured Lending Fund | USD 24.19 | ▲ 1.81% |
| VCTR | Victory Capital Holdings, Inc. | USD 109.3 | ▼ 0.25% |
| PDI | PIMCO Dynamic Income Fund | USD 14.38 | ▲ 1.84% |
| AMG | Affiliated Managers Group, Inc. | USD 383.04 | ▲ 1.06% |
| SEIC | SEI Investments Company | USD 105.27 | ▼ 0.23% |
| IVZ | Invesco Ltd | USD 28.8 | ▼ 0.41% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 16, 2026 at 05:19 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt