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
DateValue
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