PhenixFIN (NYSE:PFX) Upgraded by Zacks Research to Hold Rating

Posted by George Bondi on Jul 15th, 2026

Zacks Research upgraded shares of PhenixFIN (NYSE:PFX – Free Report) from a strong sell rating to a hold rating in a research report report published on Monday morning,Zacks.com reports.

PhenixFIN Stock Performance

Shares of PhenixFIN stock opened at $42.94 on Monday. The firm has a fifty day moving average of $42.75 and a two-hundred day moving average of $42.53. The stock has a market capitalization of $82.99 million, a price-to-earnings ratio of 5.27 and a beta of 0.28. PhenixFIN has a 52 week low of $38.30 and a 52 week high of $53.00. The company has a debt-to-equity ratio of 0.87, a quick ratio of 1.21 and a current ratio of 1.21.

PhenixFIN Announces Dividend

The business also recently disclosed a special dividend, which was paid on Thursday, May 28th. Investors of record on Monday, May 18th were issued a $0.07 dividend. The ex-dividend date was Monday, May 18th. PhenixFIN’s dividend payout ratio is currently -92.31%.

Insiders Place Their Bets

In related news, CEO David A. Lorber bought 42,065 shares of the business’s stock in a transaction on Tuesday, May 12th. The shares were purchased at an average price of $39.95 per share, with a total value of $1,680,496.75. Following the completion of the purchase, the chief executive officer owned 245,198 shares of the company’s stock, valued at $9,795,660.10. This represents a 20.71% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available at this hyperlink. Insiders bought a total of 50,721 shares of company stock valued at $2,070,089 over the last quarter. Corporate insiders own 25.20% of the company’s stock.

Hedge Funds Weigh In On PhenixFIN

Institutional investors have recently modified their holdings of the stock. Adalta Capital Management LLC increased its stake in shares of PhenixFIN by 1.5% in the 4th quarter. Adalta Capital Management LLC now owns 175,569 shares of the company’s stock valued at $7,836,000 after acquiring an additional 2,630 shares during the last quarter. Raymond James Financial Inc. raised its position in shares of PhenixFIN by 3.0% in the 3rd quarter. Raymond James Financial Inc. now owns 20,369 shares of the company’s stock valued at $970,000 after acquiring an additional 590 shares during the period. Finally, Osaic Holdings Inc. boosted its stake in PhenixFIN by 55.4% during the 2nd quarter. Osaic Holdings Inc. now owns 847 shares of the company’s stock worth $43,000 after acquiring an additional 302 shares during the last quarter. 43.35% of the stock is currently owned by institutional investors and hedge funds.

About PhenixFIN

(Get Free Report)

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.

Receive News & Ratings for PhenixFIN Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for PhenixFIN and related companies with MarketBeat.com's FREE daily email newsletter.