Equus Total Return (EQS) Long-Term Investments (2022 - 2025)

Equus Total Return (EQS) reported Long-Term Investments of $17.3 million for Q4 2025, down 37.18% on a YoY basis from $27.5 million in Q4 2024, and down 38.36% quarter-over-quarter from $28.0 million in Q3 2025.

Equus Total Return (EQS) Long-Term Investments (2022 - 2025) Analysis & Trends

Equus Total Return has reported Long-Term Investments for 4 years, with the latest figure at $17.3 million in Q4 2025.

  • For the quarter ending Q4 2025, Long-Term Investments fell 37.18% year-over-year to $17.3 million; the trailing twelve-month figure through Dec 2025 stood at $17.3 million (down 37.18% YoY), and the FY2025 full-year result was $17.3 million, down 37.18% from the prior year.
  • Long-Term Investments for Q4 2025 stood at $17.3 million, down from $28.0 million in the prior quarter.
  • The five-year high for Long-Term Investments was $51.0 million in Q3 2023, with the low at $4.0 million in Q1 2025.
  • Historically, Long-Term Investments has averaged $26.7 million across 4 years, with a median of $27.5 million in 2024.
  • Annual changes were most pronounced in 2023 — Long-Term Investments jumped 161.04% — and 2025, when it plunged 37.18%.
  • Equus Total Return's Long-Term Investments stood at $15.6 million in 2022, then jumped by 161.04% to $40.9 million in 2023, then tumbled by 32.69% to $27.5 million in 2024, then plunged by 37.18% to $17.3 million in 2025.
  • The last three Long-Term Investments figures came in at $17.3 million (Q4 2025), $28.0 million (Q3 2025), and $33.5 million (Q2 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 14.57 Bn
2 Blackstone 96.85 Bn 95.80 Bn - 32.75 Bn
3 Kkr 86.45 Bn 133.96 Bn - 77.47 Bn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 3.10 Bn
5 State Street 46.95 Bn 21.27 Bn - 586.00 Mn
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 2.51 Bn
7 Northern Trust 31.92 Bn 31.92 Bn - -
8 Raymond James Financial 30.62 Bn 19.37 Bn - 399.00 Mn
9 Ares Management 29.04 Bn 32.41 Bn - -1.48 Bn
10 Equus Total Return 16.72 Mn 6.12 Mn 244,000.00 17.28 Mn

Historic Data

Download Data
DateValue
Dec 31, 2025 17.28 Mn
Sep 30, 2025 28.03 Mn
Jun 30, 2025 33.48 Mn
Mar 31, 2025 3.96 Mn
Dec 31, 2024 27.50 Mn
Sep 30, 2024 37.50 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