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

Equus Total Return posted quarterly Long-Term Investments of $17.3 million for Q4 2025, down 37.18% year-on-year from $27.5 million in Q4 2024, and down 38.36% on a QoQ basis from $28.0 million in Q3 2025.

Equus Total Return (EQS) has 4 years of Long-Term Investments data on file, last reported 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.
  • Across five years, Long-Term Investments topped out at $51.0 million in Q3 2023 and bottomed at $4.0 million in Q1 2025.
  • The 4-year median for Long-Term Investments is $27.5 million (2024), against an average of $26.7 million.
  • The widest annual swing landed in 2023, when Long-Term Investments jumped 161.04%; it then slumped 37.18% in 2025.
  • A 4-year view of Long-Term Investments shows it stood at $15.6 million in 2022, then surged by 161.04% to $40.9 million in 2023, then slumped by 32.69% to $27.5 million in 2024, then tumbled 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 158.51 Bn 148.89 Bn - 14.57 Bn
2 Blackstone 92.68 Bn 91.63 Bn - 32.75 Bn
3 Kkr 84.94 Bn 132.45 Bn - 77.47 Bn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 2.39 Bn
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 3.10 Bn
6 State Street 44.42 Bn 18.75 Bn - 586.00 Mn
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 2.51 Bn
8 Northern Trust 31.21 Bn 31.21 Bn - -
9 Ares Management 28.85 Bn 32.22 Bn - -1.48 Bn
10 Equus Total Return 20.28 Mn 9.68 Mn 244,000.00 17.28 Mn

Historic Data

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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