Group 1 - PhenixFIN (NASDAQ: PFX) is a Business Development Company (BDC) that was formerly known as Medley Capital Corporation and has undergone a transformation under new management [1] - The management structure of PhenixFIN was internalized at the beginning of 2021, leading to significant changes in operations [1]

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. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -41.46%. A quarter ago, it was expected that this investment firm would post earnings of $0.51 per share when it actually produced earnings of $0.80, delivering a surprise of 56.86%.Over the last four quarters, the compan ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 445 Park Avenue, 10th Floor, New York, NY 10022 (Address of Principal Executive Offices) (Zip Code) (212) 859-0390 (Registrant's Telephone Number, Including Area Code) For the Quarterly Period Ended March 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to ...

New York, NY, May 5, 2025 -- PhenixFIN Corporation (NASDAQ: PFX, PFXNZ) (the "Company"), a publicly traded business development company, today announced its financial results for the fiscal second quarter for its year ending September 30, 2025. Highlights: "In light of the broader market volatility we are pleased with another solid quarter," stated David Lorber, Chief Executive Officer. "Also, on April 17 we closed on an extension and successful upsize of our credit facility to April 17, 2030 and $100 milli ...

NAV per share of $78.72 taking into account special dividend of $1.43 per share paid February 19, 2025NEW YORK, May 06, 2025 (GLOBE NEWSWIRE) -- PhenixFIN Corporation (NASDAQ: PFX, PFXNZ) (the “Company”), a publicly traded business development company, today announced its financial results for the fiscal second quarter for its year ending September 30, 2025. Highlights: Second quarter total investment income of $6.0 million; net investment income of $1.0 millionNet asset value (NAV) of $159 million, or $78. ...

Three major U.S. indexes the Nasdaq Composite, the S&P 500 and the Dow Jones Industrial Average closed deeply in red by 9.89%, 9.58% and 8.78% respectively, last week. The stocks have taken a beating after the implementation of President Donald Trump’s reciprocal tariff policies with major trading partners on April 2, 2025. Uncertainty over the impact of such policies on the U.S. economy has stoked fear of a near-term recession among market participants.Analysts are expecting a slowdown in economic growth a ...

Core Viewpoint - PhenixFIN (PFX) is positioned as a strong investment opportunity due to its improving earnings outlook and analysts' increasing earnings estimates [1][2]. Earnings Estimates - Analysts are optimistic about PhenixFIN's earnings prospects, leading to higher estimates that are expected to positively impact the stock price [2]. - The consensus earnings estimate for the current quarter is $0.82 per share, reflecting a significant increase of +192.86% year-over-year, with a 28.13% rise in estimates over the last 30 days [4]. - For the full year, the expected earnings are $3.71 per share, indicating a year-over-year change of +59.91%, with a 47.81% increase in consensus estimates over the past month [5]. Zacks Rank - PhenixFIN currently holds a Zacks Rank 1 (Strong Buy), which is based on favorable estimate revisions and has historically shown strong performance, with Zacks 1 stocks averaging a +25% annual return since 2008 [3][6]. - The Zacks Rank system is designed to help investors leverage earnings estimate revisions for better investment decisions [6]. Stock Performance - PhenixFIN shares have increased by 7.8% over the past four weeks, indicating investor confidence in the company's earnings growth potential [7].

Core Viewpoint - PhenixFIN (PFX) has received a Zacks Rank 1 (Strong Buy) upgrade due to an upward trend in earnings estimates, indicating a positive earnings outlook that may lead to increased stock price [1][3]. Earnings Estimates and Stock Price Movement - The Zacks rating system is based on changes in a company's earnings picture, which is a significant factor influencing stock price movements [2][4]. - An increase in earnings estimates typically correlates with higher stock prices, as institutional investors adjust their valuations based on these estimates [4]. Recent Performance and Projections - PhenixFIN is projected to earn $3.71 per share for the fiscal year ending September 2025, reflecting a year-over-year increase of 59.9% [8]. - Over the past three months, the Zacks Consensus Estimate for PhenixFIN has risen by 5.1%, indicating a positive trend in earnings expectations [8]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [7]. - PhenixFIN's upgrade to Zacks Rank 1 places it in the top 5% of Zacks-covered stocks, suggesting strong potential for market-beating returns in the near term [10].

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. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 56.86%. A quarter ago, it was expected that this investment firm would post earnings of $1.15 per share when it actually produced earnings of $0.26, delivering a surprise of -77.39%.Over the last four quarters, the compan ...

or UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended December 31, 2024 | Delaware | 27-4576073 | | --- | --- | | (State or Other Jurisdiction of | (I.R.S. Employer | | Incorporation or Organization) | Identification No.) | 445 Park Avenue, 10th Floor, New York, NY 10022 (Address of Principal Executive Offices) (Zip Code) (212) 859-0390 (Registrant's Telephone ...