Phenixfin Ownership

PFX Stock  USD 47.25  0.51  1.09%   
The market capitalization of Phenixfin is $95.43 Million. Phenixfin holds significant amount of outstanding shares owned by insiders and institutional investors . Please take into account that even companies with profitable outlook can generate negative future returns on their equity. If the true value of the company is less than the current market value, you may not be able generate positive returns on investment in the long run.
 
Shares in Circulation  
First Issued
2005-09-30
Previous Quarter
M
Current Value
M
Avarage Shares Outstanding
32.5 M
Quarterly Volatility
49.4 M
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
Some institutional investors establish a significant position in stocks such as Phenixfin in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Phenixfin, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
Dividends Paid is likely to rise to about 130.2 M in 2024, whereas Dividend Yield is likely to drop 0 in 2024. Common Stock Shares Outstanding is likely to drop to about 1.8 M in 2024. Net Loss is likely to drop to about (7.4 M) in 2024.
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
  
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Phenixfin. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in census.
For more information on how to buy Phenixfin Stock please use our How to Invest in Phenixfin guide.

Phenixfin Stock Ownership Analysis

About 20.0% of the company outstanding shares are owned by corporate insiders. The company has price-to-book ratio of 0.62. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Phenixfin recorded earning per share (EPS) of 9.64. The entity last dividend was issued on the 24th of May 2024. The firm had 1:20 split on the 27th of July 2020. The firm seeks to invest in privately negotiated debt and equity securities of small and middle market companies. PhenixFIN Corporation was founded in 2010 and is headquartered in New York, New York. Phenixfin Corp operates under Asset Management classification in the United States and is traded on NASDAQ Exchange. It employs 7 people. To find out more about Phenixfin contact David Lorber at 212-859-0390 or learn more at https://www.phenixfc.com/.
Besides selling stocks to institutional investors, Phenixfin also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Phenixfin's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Phenixfin's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

Phenixfin Quarterly Liabilities And Stockholders Equity

246.3 Million

Phenixfin Insider Trades History

About 20.0% of Phenixfin are currently held by insiders. Unlike Phenixfin's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Phenixfin's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Phenixfin's insider trades
 
Credit Downgrade
 
Yuan Drop
 
Covid

Phenixfin Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Phenixfin is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Phenixfin backward and forwards among themselves. Phenixfin's institutional investor refers to the entity that pools money to purchase Phenixfin's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Tower Research Capital Llc2024-06-30
401
Wells Fargo & Co2024-06-30
261
Archer Investment Corporation2024-09-30
126
Main Street Group Ltd2024-06-30
50.0
Manning & Napier Advisors, Llc2024-06-30
0.0
Advisor Group Holdings, Inc.2024-06-30
0.0
Northwestern Mutual Wealth Management Co2024-06-30
0.0
Adalta Capital Management Llc2024-09-30
149.6 K
Morgan Stanley - Brokerage Accounts2024-06-30
132.6 K
22nw, Lp2024-06-30
117.9 K
American Financial Group Inc2024-09-30
64.3 K
Note, although Phenixfin's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Phenixfin Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Phenixfin insiders, such as employees or executives, is commonly permitted as long as it does not rely on Phenixfin's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Phenixfin insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Phenixfin Outstanding Bonds

Phenixfin issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Phenixfin uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Phenixfin bonds can be classified according to their maturity, which is the date when Phenixfin has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Phenixfin Corporate Filings

F4
22nd of November 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
8K
6th of August 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
11th of July 2024
Other Reports
ViewVerify
F3
5th of March 2024
An amendment to the original Schedule 13D filing
ViewVerify

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Additional Tools for Phenixfin Stock Analysis

When running Phenixfin's price analysis, check to measure Phenixfin's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Phenixfin is operating at the current time. Most of Phenixfin's value examination focuses on studying past and present price action to predict the probability of Phenixfin's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Phenixfin's price. Additionally, you may evaluate how the addition of Phenixfin to your portfolios can decrease your overall portfolio volatility.