PhenixFIN Corporation

NasdaqGM:PFX Stock Report

Market Cap: US$103.0m

PhenixFIN Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

NasdaqGM:PFX Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
18 Dec 24BuyUS$618,422David LorberIndividual12,871US$48.13
20 Jun 24BuyUS$44,228David LorberIndividual958US$46.39
14 Jun 24BuyUS$31,131David LorberIndividual692US$45.08
14 Jun 24BuyUS$45,120Ellida McMillanIndividual1,000US$45.12
12 Jun 24BuyUS$12,961David LorberIndividual289US$44.85
11 Mar 24BuyUS$10,127Ellida McMillanIndividual225US$45.01
01 Mar 24BuyUS$878,788David LorberIndividual19,494US$45.08
27 Feb 24BuyUS$99,537David LorberIndividual2,227US$44.97
26 Feb 24BuyUS$7,711David LorberIndividual175US$44.06

Insider Trading Volume

Insider Buying: PFX insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

What is the ownership structure of PFX?
Owner TypeNumber of SharesOwnership Percentage
Hedge Funds117,8855.84%
Individual Insiders398,14419.7%
Institutions407,94720.2%
General Public1,095,80254.3%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Top 25 shareholders own 45.75% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
13.1%
Howard Amster
263,536US$13.4m-2.56%no data
7.41%
Adalta Capital Management LLC
149,603US$7.6m-0.2%3.88%
6.4%
David Lorber
129,272US$6.6m0%no data
5.84%
22NW, LP
117,885US$6.0m0%4.01%
4.04%
FrontFour Capital Group LLC
81,662US$4.2m0%17.8%
3.21%
Morgan Stanley, Investment Banking and Brokerage Investments
64,792US$3.3m-2.3%no data
3.18%
American Money Management Corporation
64,327US$3.3m0%0.55%
0.78%
Legal & General Investment Management Limited
15,777US$804.6k-4.83%no data
0.76%
Raymond James Financial Services Advisors, Inc.
15,425US$786.7k85.5%no data
0.32%
RBC Private Counsel (USA) Inc.
6,400US$326.4k0%no data
0.12%
Lombard Odier Darier Hentsch & Cie Asset Management
2,500US$127.5k0%no data
0.12%
Ellida McMillan
2,336US$119.1k0%no data
0.11%
Securities America Advisors, Inc.
2,280US$116.3k0%no data
0.11%
Allworth Financial, L.P.
2,166US$110.5k0%no data
0.057%
The Retirement Group, LLC
1,154US$58.8k0%0.02%
0.05%
Lowell Robinson
1,000US$51.0k0%no data
0.05%
Arthur Ainsberg
1,000US$51.0k0%no data
0.05%
Karin Hirtler-Garvey
1,000US$51.0k0%no data
0.029%
Householder Group Estate and Retirement Specialist, LLC
583US$29.7k0%0.01%
0.014%
Tower Research Capital Europe Limited
292US$14.9k-27.2%no data
0.013%
Wells Fargo & Company, Securities and Brokerage Investments
261US$13.3k0%no data
0.011%
UBS Asset Management AG
218US$11.1k-89.7%no data
0.0099%
Legacy Wealth Management, LLC
200US$10.2k0%0.01%
0.0089%
Merrill Lynch & Co. Inc., Banking Investments
180US$9.2k0%no data
0.0062%
Archer Investment Corporation
126US$6.4k0%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/24 03:36
End of Day Share Price 2024/12/24 00:00
Earnings2024/09/30
Annual Earnings2024/09/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

PhenixFIN Corporation is covered by 19 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Mark DeVriesBarclays
Kannan VenkateshwarBarclays
Christopher TestaB. Riley Wealth