Equus Total Return (EQS) Long-Term Investments (2021 - 2025)
Equus Total Return (EQS) posted Long-Term Investments of $10.5 million for Q4 2025, down 62.54% on a QoQ basis from $28.0 million in Q3 2025, and down 61.82% year-over-year from $27.5 million in Q4 2024.
Equus Total Return (EQS) Long-Term Investments (2021 - 2025) Analysis & Trends
Equus Total Return's Long-Term Investments history runs 5 years deep, the most recent figure standing at $10.5 million for Q4 2025.
- Quarterly Long-Term Investments fell 61.82% year-over-year to $10.5 million in Q4 2025, while the trailing twelve-month figure through Dec 2025 was $10.5 million (down 61.82% YoY) and the FY2025 annual result came in at $10.5 million, down 61.82% from the prior year.
- Long-Term Investments was $10.5 million for Q4 2025 at Equus Total Return, down from $28.0 million in the prior quarter.
- Across five years, Long-Term Investments topped out at $51.0 million in Q3 2023 and bottomed at $8.5 million in Q1 2021.
- A 5-year average of $27.4 million and a median of $28.0 million in 2025 frame the typical range for Long-Term Investments.
- Annual changes were most pronounced in 2023 — Long-Term Investments jumped 229.27% — and 2025, when it sank 61.82%.
- Equus Total Return's Long-Term Investments stood at $13.0 million in 2021, then climbed by 20.38% to $15.6 million in 2022, then soared by 161.04% to $40.9 million in 2023, then sank by 32.69% to $27.5 million in 2024, then sank by 61.82% to $10.5 million in 2025.
- Business Quant data shows EQS's Long-Term Investments at $10.5 million in Q4 2025, $28.0 million in Q3 2025, and $33.5 million in Q2 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | 82.87 Bn |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | 14.57 Bn |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | 32.75 Bn |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | 2.28 Bn |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | 3.88 Bn |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | 58.97 Bn |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | - |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | 399.00 Mn |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | 3.17 Bn |
| 10 | Equus Total Return | 15.21 Mn | 12.08 Mn | 279,000.00 | 10.50 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Dec 31, 2025 | 10.50 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 |
| Mar 31, 2024 | 41.75 Mn |
| Dec 31, 2023 | 40.85 Mn |
| Sep 30, 2023 | 51.04 Mn |
| Dec 31, 2022 | 15.65 Mn |
| Sep 30, 2022 | 15.50 Mn |
| Dec 31, 2021 | 13.00 Mn |
| Mar 31, 2021 | 8.50 Mn |