PFX PhenixFIN Corporation

MIXED Impact: 5/10 PRESS-RELEASE
Horizon days Filed May 5, 2026 Processed 1mo ago Wire GlobeNewswire
Press release: earnings
Latest settled — T+20d ⚠ clustered
PFX ▲ +11.75% at T+20d
NEUTRAL call ✓ call won +11.75% · α vs SPY +8.97% · entry $40.72 → $45.50
Next anchor: T+60d in 7w
Last close $44.21 (close Jun 8) · +8.57% from $40.72 entry
Entry anchored
May 5, 2026
via day open
T+1d
0.00%
call 0.00% · α +0.33%
$40.72
settled 5w ago
T+5d
-0.34%
call -0.34% · α -1.47%
$40.58
settled 29d ago
T+20d
+11.75%
call +11.75% · α +8.97%
$45.50
settled 7d ago
T+60d
call — · α —
in 7w

Price Chart

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Executive Summary

PhenixFIN reported Q2 2026 EPS of $0.57, beating consensus of $0.45 by 26.7%, but total investment income of $5.2M missed the $5.6M estimate and fell 13.6% YoY. The mixed results include a special $0.07 dividend and continued share buybacks, while net investment income decreased and realized losses persisted.

Actionable Insight

Monitor the company's ability to sustain investment income; the special dividend of $0.07/share is small. With declining revenue but EPS improvement from realized/unrealized gains, focus on portfolio quality.

Key Facts

  • EPS of $0.57 vs consensus $0.45 (beat 26.7%)
  • Total investment income $5.2M vs consensus $5.6M (miss 7.1%)
  • Revenue declined 13.6% YoY from $6.0M
  • Net investment income $0.7M vs $1.0M YoY
  • Net asset value per share $79.56
  • Special dividend of $0.07 per share declared
  • Share buyback of 66,396 shares during quarter

Financial Impact

EPS beat of $0.12 per share, but revenue miss of $0.4M

epsrevenue

Risk Factors

  • Declining investment income
  • Concentration in private credit
  • Elevated volatility in private markets

Market Snapshot

Exchange
Nasdaq
Analyst Consensus
0% bullish (8 analysts)

Documents Analyzed

This report is based on 1 press release from GlobeNewswire.

DocumentAccession Number
PRESS-RELEASE Data (Synthetic)press-3288337

US Market Status

Market Closed — Opens Thu (10h 58m)

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