PhenixFIN Corporation ( PFX ) NASDAQ Global Market

Cena: 48.5 ( 2.08% )

Aktualizacja 06-13 20:06
NASDAQ Global Market
Branża: Asset Management

Notowania:


Informacje o spółce:
Sektor: Usługi Finansowe
Branża: Asset Management
Zatrudnienie: 9
Giełda: NASDAQ Global Market
Ilość akcji w obrocie: 81%
Ilość akcji: 2 060 490
Debiut giełdowy: 2011-01-20
WWW: https://www.phenixfc.com/
CEO: Mr. David Aaron Lorber
Adres: 445 Park Avenue
Siedziba: 10022 New York
ISIN: US71742W1036
Opis firmy:

Phenixfin Corporation to firma zajmująca się rozwojem biznesu. Firma stara się inwestować w prywatnie negocjowane zadłużenie i kapitał własny małych i średnich firm rynkowych. Inwestuje przede wszystkim w następujące sektory: usługi biznesowe; budynki i nieruchomości; samochód; ropa i gaz; lotnisko i obrona; meble domowe i biurowe, artykuły domowe i trwałe produkty konsumenckie; opieka zdrowotna, edukacja i opieka nad dziećmi; usługi osobiste, jedzenie i różne; sklepy detaliczne, zróżnicowana lub konglomeratowa produkcja; Telekomunikacja; Metale wydobywcze, stalowe, żelazne i nieporadne; wolny czas, rozrywka, filmy i rozrywka; chemikalia, tworzywa sztuczne i guma; finanse; osobiste i nieobjęte produkty konsumenckie (tylko produkcja); napoje, jedzenie i tytoń; pojemniki, opakowanie i szkło; Struktura finansowa papierów wartościowych; maszyny (niehannotrictura, niekonstrukcja, nieelektryczna); zróżnicowana lub konglomeratowa usługa; restauracja i franczyza; elektronika; i transport towarowy. Fundusz ma na celu inwestowanie w firmy zlokalizowane w Ameryce Północnej. Fundusz jest ukierunkowany na prywatne transakcje zadłużenia w firmach o wartościach przedsiębiorstwa lub wartościach aktywów od 25 do 250 mln USD. Fundusz ma na celu inwestowanie w spółki o wartościach inwestycyjnych długów od 10 do 50 milionów USD. Wychodzi z inwestycji między trzema a siedmioma latami; Utrzymuje większość swoich inwestycji w dojrzałość lub spłatę, ale może wcześniej zrealizować lub sprzedawać niektóre inwestycje. Fundusz może zająć miejsce w spółkach inwestycyjnych, a także może oferować pomoc kierowniczą niektórym firmom portfeli. Stanowi swoje inwestycje jako First Lien Senior Secured Loans, Second Lien Senior Secured Loans, Senior Secured Notes, Senior podrzędne banknoty, notatki podporządkowane, pożyczki Unitranche i szukają nakazów lub innego udziału kapitałowego. Fundusz może współinwestować w transakcje negocjowane prywatnie w określonych warunkach. Phenixfin Corporation został założony w 2010 roku i ma siedzibę w Nowym Jorku w Nowym Jorku.

Wskaźniki finansowe
Kapitalizacja (USD) 97 959 330
Aktywa: 246 296 757
Cena: 48.5
Wskaźnik Altman Z-Score: -2.1
Słaby (wysokie ryzyko bankructwa)
Dywidenda: 1
P/E: 9.5
Ilość akcji w obrocie: 81%
Średni wolumen: 1 123
Ilość akcji 2 019 780
Wskaźniki finansowe
Przychody TTM 30 991 519
Zobowiązania: 92 093 354
Przedział 52 tyg.: 44.56 - 57.4
Piotroski F-Score: 6
Umiarkowany (średnia jakość finansowa)
EPS: 5.1
P/E branży: 11.5
Beta: 1.02
Raport okresowy: 2025-08-04
WWW: https://www.phenixfc.com/
Zarząd
Imie i Nazwisko Stanowisko Wynagrodzenie Rok urodzenia
Ms. Ellida McMillan CPA Chief Financial Officer 890 000 1968
Mr. David Aaron Lorber Chairman & Chief Executive Officer 1 925 000 1978
Mr. Chris Cannellos Controller 0 0
Gerald Cummins Chief Compliance Officer 0 0
Mr. Benjamin Tilewick Senior Investment Analyst 0 0
Mr. Ryan Phalen Managing Director 0 0
Mr. Joshua Coleman Vice President 0 0
Wiadomości dla PhenixFIN Corporation
Tytuł Treść Źródło Aktualizacja Link
PhenixFIN (PFX) Q2 Earnings and Revenues Lag Estimates 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. zacks.com 2025-05-06 23:55:27 Czytaj oryginał (ang.)
PhenixFIN Corporation Announces Fiscal Second Quarter 2025 Financial Results NAV per share of $78.72 taking into account special dividend of $1.43 per share paid February 19, 2025 NAV per share of $78.72 taking into account special dividend of $1.43 per share paid February 19, 2025 globenewswire.com 2025-05-06 21:45:00 Czytaj oryginał (ang.)
Take the Zacks Approach to Beat the Markets: PhenixFIN, Palomar, Monster Beverage in Focus Last week, our time-tested methodologies served investors well in navigating the market. Check out some of our achievements from the past three months. zacks.com 2025-04-07 13:36:05 Czytaj oryginał (ang.)
AM Best Removes From Under Review With Negative Implications and Affirms Credit Ratings of Select PhenixFIN Corporation's Insurance Subsidiaries; Maintains Under Review with Negative Implications Status for National Security Insurance Company OLDWICK, N.J.--(BUSINESS WIRE)-- #insurance--AM Best has removed from under review with negative implications and affirmed the Financial Strength Rating (FSR) of B (Fair) and the Long-Term Issuer Credit Rating (Long-Term ICR) of “bb” (Fair) of National Security Fire and Casualty Company (NSFC). AM Best also has removed from under review with negative implications and affirmed the FSR of B- (Fair) and the Long-Term ICR of “bb-” (Fair) of Omega One Insurance Company, Inc. (Omega). The outlook assigned to thes. businesswire.com 2025-03-14 16:28:00 Czytaj oryginał (ang.)
Yield Hunting Part 12: Close To 8% YTM With PhenixFIN And Its Baby Bond PFXNZ Our focus shifts to smaller BDC companies, specifically PhenixFIN Corporation, emphasizing its internally managed structure and diversified portfolio of senior secured loans and equity. PFXNZ bond offers a current yield of 5.68% and a yield to maturity of 7.96%, trading below par value, presenting an attractive investment opportunity. PFX boasts a decent credit rating with a final score of 8.5 (Baa2 equivalent), reflecting strong asset quality, profitability, and financial flexibility. seekingalpha.com 2025-02-24 09:07:47 Czytaj oryginał (ang.)
Can PhenixFIN (PFX) Run Higher on Rising Earnings Estimates? PhenixFIN (PFX) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions. zacks.com 2025-02-20 15:20:47 Czytaj oryginał (ang.)
PhenixFIN (PFX) Upgraded to Strong Buy: What Does It Mean for the Stock? PhenixFIN (PFX) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term. zacks.com 2025-02-13 15:06:19 Czytaj oryginał (ang.)
PhenixFIN (PFX) Q1 Earnings and Revenues Beat Estimates 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. zacks.com 2025-02-07 10:10:24 Czytaj oryginał (ang.)
PhenixFIN Corporation Announces Fiscal First Quarter 2025 Financial Results NAV per share $80.59 NEW YORK, Feb. 07, 2025 (GLOBE NEWSWIRE) -- PhenixFIN Corporation (NASDAQ: PFX, PFXNZ) (the "Company"), a publicly traded business development company, today announced its financial results for the fiscal first quarter for its year ending September 30, 2025. Highlights First quarter total investment income of $6.2 million; net investment income of $1.6 million Net asset value (NAV) of $162.8 million, or $80.59 per share as of December 31, 2024 Weighted average yield was 13.3% on debt and other income producing investments On October 1, 2024, the Company completed the merger and reorganization of The National Security Group, Inc. (“NSG”) an Alabama based insurance holding company On February 6, 2025, the Board declared a special dividend of $1.43 per share to be paid on February 18, 2025, to stockholders of record as of February 17, 2025. globenewswire.com 2025-02-07 08:00:00 Czytaj oryginał (ang.)
BDC Weekly Review: Private Credit Will Be $40 Trillion In 5 Years, Says Apollo BDC Weekly Review: Private Credit Will Be $40 Trillion In 5 Years, Says Apollo seekingalpha.com 2024-12-28 23:50:00 Czytaj oryginał (ang.)
PhenixFIN (PFX) Lags Q4 Earnings and Revenue Estimates PhenixFIN (PFX) came out with quarterly earnings of $0.26 per share, missing the Zacks Consensus Estimate of $1.15 per share. This compares to earnings of $0.90 per share a year ago. zacks.com 2024-12-17 10:16:07 Czytaj oryginał (ang.)
Brightwood and PhenixFIN Provide Senior Secured Credit Facility and Preferred Equity Facility to Support the Refinancing of MB Precision Investment Holdings LLC NEW YORK--(BUSINESS WIRE)--Brightwood Capital Advisors, LLC (“Brightwood”), a private credit firm, and PhenixFIN Corporation (“PhenixFIN”), a publicly traded business development company (NASDAQ: PFX), today announced that they have partnered with Insight Equity (“Insight”) to provide a senior secured credit facility and preferred equity facility to support the refinancing of MB Precision Investment Holdings LLC (“Precision” or the “Company”) d/b/a Midstate Machine. Jim Ashton, former Chairman. businesswire.com 2024-11-06 11:00:00 Czytaj oryginał (ang.)
BDC Weekly Review: Private Lenders Want To Democratize Access We take a look at the action in business development companies through the first week of October and highlight some of the key themes we are watching. BDCs saw a modest 0.5% return this week, with MSDL and OBDE leading the way. Private lenders are exploring ETFs to tap retail demand. seekingalpha.com 2024-10-12 00:50:38 Czytaj oryginał (ang.)
What Makes PhenixFIN (PFX) a New Strong Buy Stock PhenixFIN (PFX) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term. zacks.com 2024-08-15 17:06:06 Czytaj oryginał (ang.)
PhenixFIN (PFX) Surpasses Q3 Earnings and Revenue Estimates PhenixFIN (PFX) came out with quarterly earnings of $0.98 per share, beating the Zacks Consensus Estimate of $0.65 per share. This compares to earnings of $0.58 per share a year ago. zacks.com 2024-08-07 00:25:37 Czytaj oryginał (ang.)
PhenixFIN Corporation Announces Fiscal Third Quarter 2024 Financial Results NAV Per Share Grew 14% In Last 12 Months (taking into account the distribution of the Special Dividend) Expanded Credit Facility To $87.5 Million globenewswire.com 2024-08-06 21:17:00 Czytaj oryginał (ang.)
PhenixFIN (PFX) Q2 Earnings and Revenues Lag Estimates PhenixFIN (PFX) came out with quarterly earnings of $0.28 per share, missing the Zacks Consensus Estimate of $0.79 per share. This compares to earnings of $0.85 per share a year ago. zacks.com 2024-05-10 14:56:29 Czytaj oryginał (ang.)
PhenixFIN Corporation Announces Fiscal Second Quarter 2024 Financial Results NAV Per Share Grew 22% In Last 12 Months Expanded Credit Facility To $62.5 Million NEW YORK, May 10, 2024 (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 of 2024. Highlights Second quarter total investment income of $4.7 million; net investment income of $0.6 million Net asset value (NAV) of $154.3 million, or $76.35 per share as of March 31, 2024 Weighted average yield was 13.6% on debt and other income producing investments Repurchased 40,000 shares during the second fiscal quarter On February 21, 2024, the Credit Facility was amended to increase the principal amount available to $62.5 million. globenewswire.com 2024-05-10 12:51:00 Czytaj oryginał (ang.)
PhenixFIN Corporation Announces Fiscal First Quarter 2024 Financial Results NEW YORK, Feb. 08, 2024 (GLOBE NEWSWIRE) -- PhenixFIN Corporation (NASDAQ: PFX, PFXNZ) (the "Company"), a publicly traded business development company, today announced its financial results for the fiscal first quarter of 2024. Highlights First quarter total investment income of $5.7 million; net investment income of $1.7 million Net asset value (NAV) of $150.7 million, or $73.14 per share as of December 31, 2023 Weighted average yield was 13.0% on debt and other income producing investments Repurchased 13,223 shares as of December 31, 2023 David Lorber, Chief Executive Officer of the Company, stated: “We are pleased with our continued progress in growing our NAV per share as various investments over the past couple of years have generated favorable investment income and/or capital appreciation. globenewswire.com 2024-02-08 18:05:00 Czytaj oryginał (ang.)
Preferreds Weekly Review: Drop In Rates Drives New Issuance We take a look at the action in preferreds and baby bonds through the second week of January and highlight some of the key themes we are watching. All preferreds sectors were up for the week, buoyed by lower Treasury yields. Preferreds credit spreads have fully retraced the bank mini-crisis spread blow-up and have only been tighter in 2021. seekingalpha.com 2024-01-21 11:40:10 Czytaj oryginał (ang.)
Strength Seen in PhenixFIN (PFX): Can Its 5.1% Jump Turn into More Strength? PhenixFIN (PFX) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term. zacks.com 2023-12-27 08:46:04 Czytaj oryginał (ang.)
PhenixFIN (PFX) Q4 Earnings and Revenues Top Estimates PhenixFIN (PFX) came out with quarterly earnings of $0.90 per share, beating the Zacks Consensus Estimate of $0.78 per share. This compares to earnings of $0.82 per share a year ago. zacks.com 2023-12-22 20:48:22 Czytaj oryginał (ang.)
PhenixFIN Corporation Announces Fiscal Year and Fourth Quarter 2023 Financial Results For the Fiscal Year ended 2023, NAV per share grew 23% year over year and NII per share more than doubled For the Fiscal Year ended 2023, NAV per share grew 23% year over year and NII per share more than doubled globenewswire.com 2023-12-22 18:01:00 Czytaj oryginał (ang.)
PhenixFIN Corporation Announces Fiscal Third Quarter 2023 Financial Results NEW YORK, Aug. 10, 2023 (GLOBE NEWSWIRE) -- PhenixFIN Corporation (NASDAQ: PFX) (the "Company"), a publicly traded business development company, today announced its financial results for the fiscal third quarter of 2023. globenewswire.com 2023-08-11 00:31:00 Czytaj oryginał (ang.)
PhenixFIN (PFX) Loses -12.21% in 4 Weeks, Here's Why a Trend Reversal May be Around the Corner The heavy selling pressure might have exhausted for PhenixFIN (PFX) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal. zacks.com 2023-06-06 14:44:45 Czytaj oryginał (ang.)
One Single New Preferred Stock IPO This Month Tightening financial conditions have led to a significant decrease in preferred stock and ETD offering activity, with only one new preferred stock offered in May. Allstate issued non-cumulative perpetual preferred shares with a fixed 7.375% dividend rate, while Gladstone Investment Corporation offered $65 million worth of 8% senior notes due 2028. CDx3 preferred stocks ranked 10 out of 10 are selling at an average discount to par of about 7.4% and offer an average current yield of 6.37%. seekingalpha.com 2023-06-01 18:47:43 Czytaj oryginał (ang.)
PhenixFIN (PFX) Surpasses Q2 Earnings and Revenue Estimates PhenixFIN (PFX) came out with quarterly earnings of $0.85 per share, beating the Zacks Consensus Estimate of $0.78 per share. This compares to earnings of $0.48 per share a year ago. zacks.com 2023-05-12 00:30:06 Czytaj oryginał (ang.)
Here's Why PhenixFIN (PFX) is Poised for a Turnaround After Losing -10.29% in 4 Weeks The heavy selling pressure might have exhausted for PhenixFIN (PFX) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal. zacks.com 2023-01-02 13:17:16 Czytaj oryginał (ang.)
These Are 10 Asset Management Companies With Over 20% Insider Ownership When it comes to stock selection, one factor investors may want to consider is insider ownership. 247wallst.com 2022-09-28 23:55:56 Czytaj oryginał (ang.)