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PhenixFIN Corporation (PFX)

Financial Services | Asset Management | New York, United States | NasdaqGM
52.72 USD -0.04 (-0.080%) ⇩ (Aug. 28, 2026, 4 p.m. EDT)
After hours: 52.38 -0.34 (-0.340%) ⇩ (Aug. 28, 2026, 4:10 p.m. EDT)

Short-term:★★★⯪☆Long-term:★★⯪☆☆Dividends:★☆☆☆☆
Hot Take | Aug. 22, 2026, 4:31 a.m. EDT

The immediate outlook is driven by a sharp technical rebound; the stock surged nearly 18% in the last week to close above $51, reclaiming key moving averages and signaling strong short-term buying interest following a significant earnings beat. However, this momentum is occurring against a backdrop of severe long-term structural damage. Over the past nine years, the business has lost more than two-thirds of its value, with the price trajectory showing five consecutive years of decline prior to the recent recovery. While the latest year saw a modest gain, the cumulative loss remains a heavy anchor on the investment thesis. Furthermore, the dividend picture is alarming; the company paid a massive $1.43 per share in early 2025, followed by a drop to just $0.073 in May 2026, suggesting a potential suspension or drastic cut in payouts. This erratic distribution pattern, combined with the deep historical drawdown, makes the stock unsuitable for long-term capital preservation despite the recent price spike.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
AutoTheta ✓0.028272
AutoETS0.029827
MSTL0.030026
AutoARIMA0.031436

Forecast horizon: 45 days | Selected: AutoTheta

Forecast Reliability
Score 51%
H-stat 2.34
Ljung-Box p 0.000
Jarque-Bera p 0.025
Excess Kurtosis -0.03
Attribute Value
Sector Financial Services
Ex Dividend Date 2026-05-17
Last Dividend Date 2026-05-17
Debt to Equity Ratio 94.496
Revenue per Share 12.731
Market Cap 101,807,832
Trailing P/E 22.62
Forward P/E 20.92
Beta 0.27
Profit Margins 18.55%
Previous Name Medley Capital Corporation
Website https://www.phenixfc.com/

Dividend Data

Yield Summary
Last Yield 1yr Yield 3yr Avg 5yr Avg
0.18% 0.18% 1.99% 1.26%
Dividend History
Date Dividend Yield %
2026-05-18 0.073 0.180202
2025-02-14 1.430 2.903553
2024-05-23 1.310 2.897269
2022-07-01 0.121 0.331689
2019-02-21 1.000 1.623377
Additional Data
exDividendDate 2026-05-18
trailingAnnualDividendRate 0.0
trailingAnnualDividendYield 0.0
lastDividendValue 0.073
lastDividendDate 2026-05-18
dividendDate 2026-05-28

Info Dump

Attribute Value
52 Week Change 0.08779383
Address1 445 Park Avenue
Address2 10th Floor
All Time High 325.0
All Time Low 7.0
Ask 42.44
Ask Size 1
Average Daily Volume10 Day 7,360
Average Daily Volume3 Month 9,196
Average Volume 9,196
Average Volume10Days 7,360
Beta 0.266
Bid 43.5
Bid Size 1
Book Value 81.69
City New York
Compensation As Of Epoch Date 1,767,139,200
Country United States
Crypto Tradeable 0
Currency USD
Current Price 52.7154
Current Ratio 1.366
Custom Price Alert Confidence HIGH
Date Short Interest 1,786,665,600
Day High 52.755
Day Low 52.624
Debt To Equity 94.496
Display Name PhenixFIN
Dividend Date 1,779,926,400
Earnings Timestamp End 1,765,915,200
Earnings Timestamp Start 1,765,915,200
Ebitda Margins 0.0
Enterprise To Revenue 9.881
Enterprise Value 248,803,136
Eps Current Year 3.12
Eps Forward 2.52
Eps Trailing Twelve Months 2.33
Esg Populated 0
Ex Dividend Date 1,779,062,400
Exchange NGM
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 44.98838
Fifty Day Average Change 7.7270203
Fifty Day Average Change Percent 0.17175591
Fifty Two Week Change Percent 8.779383
Fifty Two Week High 56.477
Fifty Two Week High Change -3.7616005
Fifty Two Week High Change Percent -0.066604115
Fifty Two Week Low 38.3
Fifty Two Week Low Change 14.415401
Fifty Two Week Low Change Percent 0.37638125
Fifty Two Week Range 38.3 - 56.477
Financial Currency USD
First Trade Date Milliseconds 1,295,533,800,000
Five Year Avg Dividend Yield 13.61
Float Shares 1,389,647
Forward Eps 2.52
Forward P E 20.91881
Free Cashflow 3,376,795
Full Exchange Name NasdaqGM
Full Time Employees 11
Fullday Change -0.042099
Fullday Change Percent -0.0797972
Fullday Price 52.375
Gmt Off Set Milliseconds -14,400,000
Gross Margins 1.0
Gross Profits 25,179,408
Has Pre Post Market Data 1
Held Percent Insiders 0.28045
Held Percent Institutions 0.17167999
Implied Shares Outstanding 1,931,273
Industry Asset Management
Industry Disp Asset Management
Industry Key asset-management
Is Earnings Date Estimate 1
Language en-US
Last Dividend Date 1,779,062,400
Last Dividend Value 0.073
Last Fiscal Year End 1,759,190,400
Last Split Date 1,595,808,000
Last Split Factor 1:20
Long Business Summary PhenixFIN Corporation is a business development company. The firm seeks to invest in privately negotiated debt and equity securities of small and middle market companies. It primarily invests in the following sectors: business services; buildings and real estate; automobile; oil and gas; aerospace and defense; home and office furnishings, housewares, and durable consumer products; healthcare, education and childcare; personal, food, and miscellaneous services; retail stores, diversified or conglomerate manufacturing; telecommunications; mining, steel, iron, and non-precious metals; leisure, amusement, motion pictures, and entertainment; chemicals, plastics, and rubber; finance; personal and nondurable consumer products (manufacturing only); beverage, food, and tobacco; containers, packaging, and glass; structure finance securities; machinery (non-agriculture, non-construction, non-electric); diversified or conglomerate service; restaurant and franchise; electronics; and cargo transport. The firm seeks to invest in companies located in North America. The firm targets private debt transactions in companies with enterprise values or asset values between $25 million and $250 million. The firm seeks to invest in companies with debt investment values between $10 million and $50 million. It exits its investments between three years and seven years; it holds most of its investments to maturity or repayment, but may realize or sell some investments earlier. The firm may take a board seat on its investee companies and can also offer managerial assistance to certain portfolio companies. It structures its investments as first lien senior secured loans, second lien senior secured loans, senior secured notes, senior subordinated notes, subordinate notes, unitranche loans, and seeks warrants or other equity participation. The firm may co-invest in privately negotiated transactions under certain conditions. PhenixFIN Corporation was founded in 2010 and is headquartered in New York, New York.
Long Name PhenixFIN Corporation
Market us_market
Market Cap 101,807,832
Market State CLOSED
Max Age 86,400
Message Board Id finmb_813608
Most Recent Quarter 1,782,777,600
Name Change Date 2,026-08-29
Net Income To Common 4,671,484
Next Fiscal Year End 1,790,726,400
Non Diluted Market Cap 101,889,135
Open 52.624
Operating Cashflow -2,993,867
Operating Margins 0.6813
Payout Ratio 0.0
Peg Ratio 8.4
Phone 212-859-0390
Post Market Change -0.3404007
Post Market Change Percent -0.64573294
Post Market Price 52.375
Post Market Time 1,787,947,805
Prev Name Medley Capital Corporation
Previous Close 52.7575
Price Eps Current Year 16.895962
Price Hint 2
Price To Book 0.6453103
Price To Sales Trailing12 Months 4.0432973
Profit Margins 0.18552999
Quick Ratio 1.249
Quote Source Name Nasdaq Real Time Price
Quote Type EQUITY
Recommendation Key none
Region US
Regular Market Change -0.042099
Regular Market Change Percent -0.079797186
Regular Market Day High 52.755
Regular Market Day Low 52.624
Regular Market Day Range 52.624 - 52.755
Regular Market Open 52.624
Regular Market Previous Close 52.7575
Regular Market Price 52.7154
Regular Market Time 1,787,947,200
Regular Market Volume 2,982
Return On Assets 0.03222
Return On Equity 0.0297
Revenue Growth 0.048
Revenue Per Share 12.731
Sand P52 Week Change 0.20504117
Sector Financial Services
Sector Disp Financial Services
Sector Key financial-services
Shares Outstanding 1,931,273
Shares Percent Shares Out 0.001
Shares Short 1,978
Shares Short Previous Month Date 1,784,073,600
Shares Short Prior Month 1,257
Short Name PhenixFIN Corporation
Short Percent Of Float 0.0014
Short Ratio 0.1
Source Interval 15
State NY
Symbol PFX
Total Cash 2,178,083
Total Cash Per Share 1.128
Total Debt 149,173,392
Total Revenue 25,179,408
Tradeable 0
Trailing Annual Dividend Rate 0.0
Trailing Annual Dividend Yield 0.0
Trailing Eps 2.33
Trailing P E 22.624636
Trailing Peg Ratio None
Triggerable 1
Two Hundred Day Average 43.224094
Two Hundred Day Average Change 9.491306
Two Hundred Day Average Change Percent 0.21958369
Type Disp Equity
Volume 2,982
Website https://www.phenixfc.com/
Zip 10,022