PFX — Phenixfin Corporation

✨ Hidden Gem

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About Phenixfin Corporation

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 miscellan… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$44.00
Market Cap$84.2M
Float1.4M
Shares Outstanding1.9M
P/E (Forward)18.32
Price/Sales (TTM)3.38
vs. Analyst Target-20.5% to analyst PT
Profit Margin-4.22%
Operating Margin (TTM)58.79%
Revenue (TTM)$24.9M
Earnings Growth (YoY)-32.60%
Dividend RateNone
Analyst Target Price$35.00 (1 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $21.5M -$65.8M -$121M -$65.8M
2021 $8.2M $1.3M $8.2M -$43.2M
2022 $6.3M -$6.1M $1.2M -$6.1M
2023 $35.0M $26.9M -$4.15B $5.57B
2024 $35.2M $18.6M $28.6M $17.7M
2025 $24.1M $4.2M $13.8M $3.9M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $3.4M -$1.5M
Sep 2025 $9.1M $4.1M
Dec 2025 $7.4M -$4.8M
Mar 2026 $4.1M $1.1M

Ownership & Float

Insider Ownership27.0%
Institutional Ownership20.6%
Short Float0.0%
% of All Funds Holding0.18%
Number of Funds Holding15

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$41.16Near-term / short-term trend
Weekly40-Week SMA$43.68Medium-term trend
Weekly80-Week SMA$46.82Cyclical trend (business cycle)
Weekly200-Week SMA$42.79Secular trend (multi-year)
Monthly10-Month SMA$44.17Near-term monthly trend
Monthly20-Month SMA$47.12Medium-term monthly trend
Monthly40-Month SMA$44.25Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$41.00 support 1.50x 0 months ago
$44.00 resistance 1.62x 1 months ago
$47.00 resistance 1.47x 6 months ago

Historical Earnings Reactions (62 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.20% 0.14% 51.61% 8.58% -4.87%
1 Day 0.26% 0.34% 54.84% 6.21% -7.76%
1 Week 0.83% 0.48% 51.61% 13.61% -14.09%
2 Weeks 0.56% -0.55% 46.77% 15.91% -14.91%
1 Month 0.01% 0.00% 49.18% 47.03% -58.48%

Next earnings: July 24, 2026 (56 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan1.5%46.7%15
Feb-0.2%50.0%16
Mar-4.5%50.0%16
Apr0.8%62.5%16
May-3.4%26.7%15
Jun1.2%60.0%15
Jul0.2%40.0%15
Aug1.5%60.0%15
Sep-0.3%46.7%15
Oct-1.8%33.3%15
Nov1.1%53.3%15
Dec-1.2%46.7%15

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday -0.27% 39.9% 722
Tuesday 0.01% 44.0% 794
Wednesday -0.04% 44.6% 790
Thursday 0.09% 42.3% 776
Friday 0.14% 47.7% 776

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 20.6%

Insider Transactions — Smart Summary

Total insider ownership: 27.0%

12-Month Insider Activity Summary

Total Filings18
Net Value+$1.9M
Net Shares Change59,669
% of Float4.3%
C-Suite Filings9
Clusters Detected0

Key Insiders

NameTitleNet ValueFilingsActivity
Lorber David A CHAIRMAN AND CEO +$1.9M 5 5 buy
Amster Howard +$489,440 1 1 buy
McMillan Ellida CHIEF FINANCIAL OFFICER +$37,824.595 4 4 buy

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-05-14 Lorber David A CHAIRMAN AND CEO +$1.7M Transaction at $39.95, now +10.1%
2026-03-05 Amster Howard +$489,440 Transaction at $42.56, now +3.4%
2025-12-29 McMillan Ellida CHIEF FINANCIAL OFFICER +$7,068.968 Transaction at $45.31, now -2.9%
2025-12-29 Lorber David A CHAIRMAN AND CEO +$77,843.992 Transaction at $45.66, now -3.6%
2025-12-19 McMillan Ellida CHIEF FINANCIAL OFFICER +$1,628 Transaction at $44.00, now +0.0%
2025-12-17 Lorber David A CHAIRMAN AND CEO +$51,191.018 Transaction at $44.67, now -1.5%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Phenixfin Corporation (PFX) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for PFX on Trend Edge →