Equus Total Return (EQS) Long-Term Investments (2021 - 2025)
Equus Total Return's (EQS) quarterly Long-Term Investments came in at $10.5 million in Q4 2025, down 61.82% YoY from $27.5 million in Q4 2024, and down 62.54% on a QoQ basis from $28.0 million in Q3 2025.
Equus Total Return (EQS) Long-Term Investments (2021 - 2025) Analysis & Trends
Equus Total Return (EQS) has 5 years of Long-Term Investments data on file, last reported at $10.5 million in 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 declined to $10.5 million in Q4 2025, from $28.0 million in the prior quarter.
- In the past five years, Long-Term Investments ranged from a high of $51.0 million in Q3 2023 to a low of $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 slumped 61.82%.
- Tracing EQS's Long-Term Investments over 5 years: stood at $13.0 million in 2021, then gained by 20.38% to $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 tumbled by 61.82% to $10.5 million in 2025.
- The last three Long-Term Investments figures came in at $10.5 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 | 179.54 Bn | 165.67 Bn | - | 15.14 Bn |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | 34.59 Bn |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - | 837.70 Mn |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - | 87.68 Bn |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - | 10.36 Bn |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn | 333.84 Bn |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - | 4.10 Bn |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn | 59.65 Bn |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - | 383.00 Mn |
| 10 | Equus Total Return | 14.94 Mn | 11.81 Mn | 279,000.00 | 17.28 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 |