Equus Total Return (EQS) Long-Term Investments (2021 - 2025)
Equus Total Return's Long-Term Investments came in at $17.28 million for Q4 2025, down 37.2% from $27.5 million a year earlier and down 38.4% from the prior quarter.
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Analysis
Equus Total Return (EQS) Long-Term Investments (2021 - 2025) Analysis & Trends
Going back to Q1 2021, Equus Total Return's Long-Term Investments data covers 20 quarters.
- Long-Term Investments carries a five-year compound annual growth rate of 19.8% (FY2020 to FY2025).
- Going back by year, Long-Term Investments was $27.5 million in FY2024 (-32.7%), $40.85 million in FY2023 (+161.0%), $15.65 million in FY2022 (+20.4%) and $13 million in FY2021 (+85.7%).
- The Q4 2025 figure represents the lowest quarterly Long-Term Investments since Q1 2023.
- Year-over-year, Long-Term Investments has declined for six consecutive quarters, with growth averaging 12.1% over the last eight quarters.
- The fastest year-over-year change in Long-Term Investments over five years came in Q3 2023 (growth of 229.3%), and the weakest in Q4 2025 (a decline of 37.2%).
- Business Quant data shows EQS's Long-Term Investments at $28.03 million (Q3 2025), $33.48 million (Q2 2025) and $32.96 million (Q1 2025) in the three quarters before Q4 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 43.26 Bn | 28.94 Bn | - | - |
| 2 | Orix | 42.40 Bn | 42.90 Bn | - | 9.39 Bn |
| 3 | Royalty Pharma | 33.56 Bn | 33.47 Bn | - | 372.10 Mn |
| 4 | Federal National Mortgage Association Fannie Mae | 24.47 Bn | 24.47 Bn | - | - |
| 5 | Affirm Holdings | 23.34 Bn | 17.03 Bn | - | 972.64 Mn |
| 6 | Synchrony Financial | 23.06 Bn | -44.91 Bn | - | - |
| 7 | Royal Gold | 19.98 Bn | 19.21 Bn | 390.45 Mn | 228.28 Mn |
| 8 | Annaly Capital Management | 14.18 Bn | 5.27 Bn | - | - |
| 9 | Ares Capital | 13.71 Bn | 11.15 Bn | - | 29.35 Bn |
| 10 | Equus Total Return | 12.99 Mn | 1.16 Mn | - | 17.28 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Dec 31, 2025 | 17.28 Mn |
| Sep 30, 2025 | 28.03 Mn |
| Jun 30, 2025 | 33.48 Mn |
| Mar 31, 2025 | 32.96 Mn |
| Dec 31, 2024 | 27.50 Mn |
| Sep 30, 2024 | 37.50 Mn |
| Jun 30, 2024 | 46.50 Mn |
| Mar 31, 2024 | 41.75 Mn |
| Dec 31, 2023 | 40.85 Mn |
| Sep 30, 2023 | 51.04 Mn |
| Jun 30, 2023 | 23.20 Mn |
| Mar 31, 2023 | 15.65 Mn |
| Dec 31, 2022 | 15.65 Mn |
| Sep 30, 2022 | 15.50 Mn |
| Jun 30, 2022 | 15.50 Mn |
| Mar 31, 2022 | 15.00 Mn |
| Dec 31, 2021 | 13.00 Mn |
| Sep 30, 2021 | 12.00 Mn |
| Jun 30, 2021 | 10.25 Mn |
| Mar 31, 2021 | 8.50 Mn |
API Access
Equus Total Return Long-Term Investments API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=long-term-investments&ticker=EQS&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "long-term-investments", "ticker": "EQS", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=long-term-investments&ticker=EQS&period=max&api_key=YOUR_API_KEY");
const data = await res.json();