Phenixfin CORP

Market Movers (8-K)

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NASDAQ
PhenixFIN Corporation announced its second fiscal quarter 2026 financial results, reporting $5.2 million in total investment income and a net asset value of $153.8 million.
NASDAQ
PhenixFIN Corporation's stockholders approved the election of two directors, ratification of KPMG LLP as auditor, and executive compensation at its Annual Meeting.
NASDAQ
PhenixFIN Corporation reported increased first-quarter investment income but saw its Net Asset Value decline due to mark-to-market losses on certain equity positions.
Worse than expected
NASDAQ
PhenixFIN Corporation announced its fiscal year and fourth quarter 2025 financial results, showing an increase in Net Asset Value per share despite a significant net realized loss for the year.
Delay expected
Worse than expected
NASDAQ
PhenixFIN Corporation announced its fiscal third quarter 2025 financial results, reporting a net realized loss and a decline in net investment income and NAV per share, despite a strong origination quarter.
Worse than expected
NASDAQ
PhenixFIN Corporation reports its fiscal second quarter 2025 financial results, highlighting a net asset value (NAV) of $78.72 per share and a successful credit facility extension and upsize.

Quarterly Earnings (10-Q)

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NASDAQ
PhenixFIN Corporation's Q1 2026 report shows a decrease in total assets and net assets, with a net increase in net assets from operations.
Capital raise
NASDAQ
PhenixFIN Corporation reports a net decrease in net assets for Q1 2026, driven by significant unrealized investment losses despite increased investment income.
Worse than expected
NASDAQ
PhenixFIN Corporation reports increased investment income and portfolio value for Q3 2025, but net assets from operations and EPS significantly declined due to realized losses and higher financing costs.
Capital raise
Worse than expected
NASDAQ
PhenixFIN Corporation reports a decrease in net asset value for the quarter ended March 31, 2025, driven by net unrealized losses on investments and a special dividend declaration.
Worse than expected
NASDAQ
PhenixFIN Corporation announces its financial results for the quarter ended December 31, 2024, highlighting a net asset value of $80.59 per share.
Worse than expected
NASDAQ
PhenixFIN Corporation's second quarter results show a net increase in net assets, driven by realized gains, but offset by unrealized losses.
Worse than expected

Annual Reports (10-K)

NASDAQ
PhenixFIN Corporation reported a significant increase in its investment portfolio to $302.3 million for fiscal year 2025, driven by new investments and unrealized appreciation, alongside increased leverage and special dividends.
Capital raise
Worse than expected
NASDAQ
PhenixFIN Corporation's annual report for fiscal year 2024 highlights a shift towards internal management, a diverse investment portfolio, and the strategic acquisition of an insurance holding company.
Worse than expected
NASDAQ
PhenixFIN Corporation filed an amendment to its annual report to include previously omitted information regarding directors, executive compensation, and related matters.

Insider Trading (Form 4)

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NASDAQ
David A. Lorber, Chairman and CEO of PhenixFIN Corp, has acquired a significant number of company shares through multiple transactions.
NASDAQ
PhenixFIN Corp Chairman and CEO David A. Lorber acquired 42,065 shares of common stock at a weighted average price of $39.95.
NASDAQ
PhenixFIN Corp Director and 10% owner Howard Amster purchased 11,500 shares of common stock for $42.56 per share, signaling increased insider confidence.
Better than expected
NASDAQ
PhenixFIN Corp's Chairman and CEO, David A. Lorber, reported multiple open market purchases of common stock totaling 1,705 shares in late December 2025.
Better than expected
NASDAQ
PhenixFIN Corp's Chief Financial Officer, Ellida McMillan, increased her direct ownership of common stock through two open market purchases in late December 2025.
NASDAQ
PhenixFIN Corp's Chief Financial Officer, Ellida McMillan, has reported a planned acquisition of 37 shares of common stock at $44 per share on December 17, 2025, under a Rule 10b5-1 plan.

Proxy Statements (Def-14A)

NASDAQ
PhenixFIN Corporation announces its 2026 Annual Meeting of Stockholders to address director elections, auditor ratification, and an advisory vote on executive compensation.
Worse than expected
NASDAQ
PhenixFIN Corporation will hold its 2025 Annual Meeting of Stockholders virtually on March 12, 2025, to elect a director, ratify the appointment of KPMG LLP as the independent accounting firm, and conduct an advisory vote on executive compensation.

Schedule 13D - Activist Investments

NASDAQ
David A. Lorber has increased his beneficial ownership in PhenixFIN Corp to 12.9% following an open market purchase of 42,065 shares.
NASDAQ
David A. Lorber now beneficially owns 10.3% of PhenixFIN Corp. common stock following an in-kind distribution from FrontFour Master Fund, Ltd.
NASDAQ
David Lorber and FrontFour Capital Group LLC have increased their beneficial ownership in PhenixFIN Corp, now holding an aggregate of 11.3% of the common stock.

Schedule 13G - Passive Investments

NASDAQ
Investment firm 22NW Fund, LP has reported a 2.2% beneficial ownership stake in PhenixFIN Corp as of March 31, 2026.
NASDAQ
PhenixFIN Corp has reported a beneficial ownership of 5.03% of Altisource Portfolio Solutions S.A.'s common stock, as disclosed in a recent Schedule 13G filing.