Financial Institutions (FISI) Invested Capital (2010 - 2026)

Financial Institutions (FISI) reported Invested Capital of $710.3 million for Q1 2026, down 0.64% year-over-year from $714.8 million in Q1 2025, and down 13.64% quarter-over-quarter from $822.5 million in Q4 2025.

Financial Institutions (FISI) Invested Capital (2010 - 2026) Analysis & Trends

Financial Institutions (FISI) has 17 years of Invested Capital data on file, last reported at $710.3 million in Q1 2026.

  • Invested Capital for Q1 2026 came in at $710.3 million, down 0.64% year-over-year; the trailing twelve-month figure through Mar 2026 was $710.3 million (down 0.64% YoY), and the FY2025 annual result was $822.5 million, up 18.55% from the prior year.
  • Invested Capital slipped to $710.3 million in Q1 2026 per FISI's latest filing, from $822.5 million in the prior quarter.
  • Over five years, Invested Capital peaked at $822.5 million in Q4 2025 and troughed at $468.2 million in Q3 2022.
  • A 5-year average of $609.5 million and a median of $579.3 million in 2023 frame the typical range for Invested Capital.
  • The sharpest annual moves came in 2022 and 2025: Invested Capital declined 17.55% in 2022, then advanced 25.34% in 2025.
  • A 5-year view of Invested Capital shows it stood at $479.8 million in 2022, then climbed by 20.74% to $579.3 million in 2023, then advanced by 19.76% to $693.8 million in 2024, then rose by 18.55% to $822.5 million in 2025, then declined by 13.64% to $710.3 million in 2026.
  • Business Quant data shows FISI's Invested Capital at $710.3 million in Q1 2026, $822.5 million in Q4 2025, and $736.7 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Bank Of Chile 97,765.53 Bn 97,765.53 Bn - 324,053.00
2 Bank Bradesco 6,846.93 Bn 6,830.99 Bn - 54.97 Bn
3 Lloyds Banking 384.13 Bn 384.40 Bn - 42.37 Bn
4 First Capital 215.78 Bn 215.63 Bn - 138.15 Mn
5 Itau Unibanco Holding 202.78 Bn 202.78 Bn - 449.64 Bn
6 Landmark Bancorp 180.37 Bn 180.34 Bn - 161.61 Mn
7 NatWest 168.65 Bn -51.67 Bn - 153.52 Bn
8 Shinhan Financial 136.54 Bn 104.11 Bn - 50.26 Bn
9 Mizuho Financial 112.02 Bn 112.56 Bn - 63.17 Bn
10 Financial Institutions 745.41 Mn 634.30 Mn - 710.29 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 710.29 Mn
Dec 31, 2025 822.51 Mn
Sep 30, 2025 736.72 Mn
Jun 30, 2025 716.63 Mn
Mar 31, 2025 714.85 Mn
Dec 31, 2024 693.83 Mn
Sep 30, 2024 625.11 Mn
Jun 30, 2024 592.35 Mn
Mar 31, 2024 570.34 Mn
Dec 31, 2023 579.33 Mn
Sep 30, 2023 533.17 Mn
Jun 30, 2023 550.25 Mn
Mar 31, 2023 547.12 Mn
Dec 31, 2022 479.83 Mn
Sep 30, 2022 468.19 Mn
Jun 30, 2022 499.87 Mn
Mar 31, 2022 520.84 Mn
Dec 31, 2021 579.05 Mn
Sep 30, 2021 567.85 Mn
Jun 30, 2021 560.88 Mn