PFX
PhenixFIN Corp
$44.21
-2.85%
$85.4M
No data for this timeframe.
Vol
Market Cap$85.4M
Cap SizeMicro Cap
Inst. Holders3 funds
Inst. Value$2.5M
Inst. Activity0 buys / 1 sells
Insider Activity5B / 0S
Insider Net $$2.3M
SEC Reports1
Recent Activity
Jun 3, 2026
Insider
Lorber David A bought 800 shares
CHAIRMAN AND CEO @ $44.40 ($35.5K)
Jun 2, 2026
Insider
Lorber David A bought 2,473 shares
CHAIRMAN AND CEO @ $44.95 ($111.2K)
Jun 1, 2026
Insider
Lorber David A bought 1 shares
CHAIRMAN AND CEO @ $41.20 ($41.20)
May 13, 2026
earnings_calendar
PFX Q2 2026 Earnings Scheduled — 2026-05-13
May 5, 2026
SEC
PhenixFIN reported Q2 2026 EPS of $0.57, beating consensus of $0.45 by 26.7%, but total investment income of $5.2M misse
PRESS-RELEASE — Impact 5/10
Inst.
BANK OF AMERICA CORP — TRIM
108 shares ($5.1K)
Inst.
BANK OF AMERICA CORP — TRIM
208 shares ($10.5K)
Analyst Ratings
0Strong Buy
0Buy
3Hold
4Sell
1Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jul 23, 2021 | Oppenheimer | INITIATE | Perform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.47 ▼ -2.1% | $0.47 — $0.47 | -18% YoY | 1 |
| Next Q | $0.47 ▼ -7.8% | $0.47 — $0.47 | -32% YoY | 1 |
| Current FY | $2.38 ▼ -4.8% | $2.38 — $2.38 | -7% YoY | 1 |
| Next FY | $1.97 ▼ -7.1% | $1.97 — $1.97 | -17% YoY | 1 |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| MORGAN STANLEY | $2.4M | — |
| WELLS FARGO & COMPANY/MN | $11.1K | TRIM |
| BANK OF AMERICA CORP | $4.8K | TRIM |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 3, 2026 | Lorber David | BUY | $35.5K |
| Jun 2, 2026 | Lorber David | BUY | $111.2K |
| Jun 1, 2026 | Lorber David | BUY | $41.20 |
| May 12, 2026 | Lorber David | BUY | $1.7M |
| Mar 3, 2026 | Amster Howard | BUY | $489.4K |
3 institutional holders with $2.5M total value (55,764 shares) as of 2025-Q4. Top holders: MORGAN, WELLS, BANK.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 55,406 | $2.4M | 99.4% | — |
| 2 | WELLS FARGO & COMPANY/MN | 250 | $11.1K | 0.4% | TRIM -31.5% |
| 3 | BANK OF AMERICA CORP /DE/ | 108 | $4.8K | 0.2% | TRIM -48.1% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | TRIM | 208 | 108 | -48.1% | $5.1K | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | TRIM | 308 | 208 | -32.5% | $10.5K | 2025-Q2 |
| UBS Group AG | DOUBLED | 518 | 2,121 | +309.5% | $112.4K | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | TRIM | 381 | 261 | -31.5% | $14.1K | 2025-Q1 |
| UBS Group AG | DOUBLED | 218 | 518 | +137.6% | $26.2K | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 261 | 381 | +46.0% | $19.3K | 2024-Q4 |
2 unique insiders with 5 transactions. Net insider value: $2.3M ($2.3M bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 3, 2026 | Lorber David A | CHAIRMAN AND CEO | BUY | 800 | $44.40 | $35.5K |
| Jun 2, 2026 | Lorber David A | CHAIRMAN AND CEO | BUY | 2,473 | $44.95 | $111.2K |
| Jun 1, 2026 | Lorber David A | CHAIRMAN AND CEO | BUY | 1 | $41.20 | $41.20 |
| May 12, 2026 | Lorber David A | CHAIRMAN AND CEO | BUY | 42,065 | $39.95 | $1.7M |
| Mar 3, 2026 | Amster Howard | Director | BUY | 11,500 | $42.56 | $489.4K |
1 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 1 mixed, 0 neutral. Avg impact: 5.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Historical analyst distribution (last covering-analyst action Jul 2021): 0% buy across 8 analysts — 0 strong buy, 0 buy, 3 hold, 4 sell, 1 strong sell. No current recommendation available.
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.47 | $0.47 | $0.47 | -18.1% | -2.1% | 0↑ 1↓ | $0.0B | -8.5% | 1 |
| Next Q 2026-09-30 |
$0.47 | $0.47 | $0.47 | -32.0% | -7.8% | 0↑ 1↓ | $0.0B | -18.0% | 1 |
| Current FY 2026-09-30 |
$2.38 | $2.38 | $2.38 | -6.7% | -4.8% | 0↑ 1↓ | $0.0B | -8.5% | 1 |
| Next FY 2027-09-30 |
$1.97 | $1.97 | $1.97 | -17.2% | -7.1% | 0↑ 1↓ | $0.0B | -2.6% | 1 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.470 | |
| 7d ago | $0.480 | -0.010 |
| 30d ago | $0.480 | -0.010 |
| 60d ago | $0.480 | -0.010 |
| 90d ago | $0.480 | -0.010 |
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jul 23, 2021 | Oppenheimer | INITIATE | — | Perform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 0 | 0 | 3 | 4 | 1 | 0% | |
| May 1, 2026 | 0 | 0 | 3 | 4 | 1 | 0% | |
| Apr 1, 2026 | 0 | 0 | 3 | 4 | 1 | 0% | |
| Mar 1, 2026 | 0 | 0 | 3 | 4 | 1 | 0% | |
| Feb 1, 2026 | 0 | 0 | 3 | 4 | 1 | 0% | |
| Jan 1, 2026 | 0 | 0 | 3 | 4 | 1 | 0% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 13, 2026
earnings_calendar
PFX Q2 2026 Earnings Scheduled — 2026-05-13
May 5, 2026
earnings
PhenixFIN Corporation Announces Second Quarter 2026 Financial Results
<p align="justify">NEW YORK, May 05, 2026 (GLOBE NEWSWIRE) -- PhenixFIN Corporation (NASDAQ: PFX, PFXNZ) (the "Company"), a publicly traded business
May 4, 2026
earnings_calendar
PFX Q2 2026 Earnings Scheduled — 2026-05-04