O Shaughnessy Asset Management LLC Purchases Shares of 1,828 PhenixFIN Co. (NYSE:PFX)

O Shaughnessy Asset Management LLC purchased a new stake in PhenixFIN Co. (NYSE:PFX) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 1,828 shares of the company’s stock, valued at approximately $74,000. O Shaughnessy Asset Management LLC owned about 0.07% of PhenixFIN as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also bought and sold shares of the company. UBS Group AG purchased a new stake in PhenixFIN in the first quarter valued at $50,000. Linscomb & Williams Inc. purchased a new stake in shares of PhenixFIN during the 1st quarter worth about $259,000. Millennium Management LLC purchased a new stake in shares of PhenixFIN during the 1st quarter worth about $442,000. Beach Point Capital Management LP purchased a new stake in shares of PhenixFIN during the 1st quarter worth about $658,000. Finally, Moab Capital Partners LLC purchased a new stake in shares of PhenixFIN during the 1st quarter worth about $827,000. 15.55% of the stock is currently owned by institutional investors.

Separately, Oppenheimer started coverage on shares of PhenixFIN in a research note on Friday, July 23rd. They set a “market perform” rating on the stock.

PFX opened at $42.90 on Friday. PhenixFIN Co. has a twelve month low of $17.04 and a twelve month high of $44.00. The company has a quick ratio of 28.17, a current ratio of 28.17 and a debt-to-equity ratio of 0.49. The company has a 50-day moving average price of $41.72 and a 200 day moving average price of $38.88. The company has a market cap of $114.07 million, a PE ratio of 11.98, a price-to-earnings-growth ratio of 3.28 and a beta of 1.79.

PhenixFIN (NYSE:PFX) last released its quarterly earnings results on Tuesday, August 10th. The company reported $2.60 earnings per share for the quarter, topping the consensus estimate of $0.03 by $2.57. PhenixFIN had a net margin of 29.64% and a return on equity of 11.01%. As a group, sell-side analysts expect that PhenixFIN Co. will post 6.49 earnings per share for the current year.

In related news, Chairman David A. Lorber purchased 2,100 shares of PhenixFIN stock in a transaction that occurred on Tuesday, August 31st. The stock was purchased at an average price of $41.74 per share, for a total transaction of $87,654.00. The acquisition was disclosed in a filing with the SEC, which can be accessed through this hyperlink. 11.70% of the stock is owned by corporate insiders.

PhenixFIN Profile

Medley Capital Corporation is a non-diversified closed-end management investment company. The Company’s investment objective is to generate current income and capital appreciation by lending directly to privately-held middle market companies, primarily through directly originated transactions to help these companies expand their business, refinance and make acquisitions.

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Institutional Ownership by Quarter for PhenixFIN (NYSE:PFX)

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