---
schema_version: "secwatch.filing_event.v1"
accession: "0001213900-26-013686"
form_type: "8-K"
ticker: "PFX"
cik: "0001490349"
company_name: "PhenixFIN Corp"
filed_at: "2026-02-09T23:59:59+00:00"
generated_at: "2026-05-16T03:52:42.787365+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "high"
source: SEC EDGAR
---

# PhenixFIN Q1 total investment income $6.7M, net investment income $2.1M, NAV $77.92

## Summary
- Total investment income $6.7M; net investment income $2.1M; net realized gain $0.7M; net unrealized loss $7.2M.
- NAV $155.8M ($77.92/share) at Dec 31, 2025; weighted average yield 12.52% on income-producing investments.
- Portfolio fair value $295.6M across 33 companies; one non-accrual investment ($0 fair value).
- Cash $3.4M; $57.5M 5.25% notes due 2028; $90M outstanding under credit facility.
- CEO: equity mark-to-market declines reflect company-specific softness; expect U.S. fundamentals improvement in 2026.

## SEC filing metadata
- accession: 0001213900-26-013686
- form_type: 8-K
- ticker: PFX
- cik: 0001490349
- company_name: PhenixFIN Corp
- filed_at: 2026-02-09T23:59:59+00:00
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.55
- calibrated_materiality_score: 0.55
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1490349/000121390026013686/0001213900-26-013686-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1490349/000121390026013686/ea0275092-8k_phenixfin.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001213900-26-013686
- JSON: https://secwatch.observer/filing/0001213900-26-013686.json
- Plain text: https://secwatch.observer/filing/0001213900-26-013686.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.