Heritage Global (HGBL) Assets Average (2011 - 2026)
Heritage Global's (HGBL) quarterly Assets Average came in at $86.7 million in Q1 2026, up 65.87% YoY from $52.3 million in Q1 2025, and down 0.87% on a QoQ basis from $87.5 million in Q4 2025.
Heritage Global (HGBL) Assets Average (2011 - 2026) Analysis & Trends
Heritage Global (HGBL) has 16 years of Assets Average data on file, last reported at $86.7 million in Q1 2026.
- Quarterly Assets Average rose 65.87% year-over-year to $86.7 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $86.7 million (up 65.87% YoY) and the FY2025 annual result came in at $84.9 million, up 3.2% from the prior year.
- Assets Average slipped to $86.7 million in Q1 2026, from $87.5 million in the prior quarter.
- In the past five years, Assets Average ranged from a high of $87.5 million in Q4 2025 to a low of $16.1 million in Q2 2024.
- A 5-year average of $61.8 million and a median of $57.2 million in 2024 frame the typical range for Assets Average.
- Annual changes were most pronounced in 2024 — Assets Average tumbled 79.33% — and 2025, when it jumped 245.31%.
- Tracing HGBL's Assets Average over 5 years: stood at $61.3 million in 2022, then jumped by 36.74% to $83.8 million in 2023, then plunged by 31.76% to $57.2 million in 2024, then soared by 52.96% to $87.5 million in 2025, then dropped by 0.87% to $86.7 million in 2026.
- The last three Assets Average figures came in at $86.7 million (Q1 2026), $87.5 million (Q4 2025), and $87.1 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 333.21 Bn | 173.07 Bn | - | 1,628.24 Bn |
| 2 | Goldman Sachs | 311.14 Bn | -665.21 Bn | - | 2,093.95 Bn |
| 3 | Schwab Charles | 196.95 Bn | 123.36 Bn | - | 505.29 Bn |
| 4 | Robinhood Markets | 93.19 Bn | 75.81 Bn | 1.20 Bn | 51.01 Bn |
| 5 | Interactive Brokers | 41.71 Bn | -22.59 Bn | - | 233.03 Bn |
| 6 | LPL Financial Holdings | 29.06 Bn | 26.36 Bn | - | 19.31 Bn |
| 7 | Tradeweb Markets | 23.03 Bn | 20.97 Bn | - | 8.27 Bn |
| 8 | Circle Internet | 21.70 Bn | 19.97 Bn | 288.85 Mn | 78.85 Bn |
| 9 | Futu Holdings | 16.14 Bn | 214.18 Mn | 733.58 Mn | 30.33 Bn |
| 10 | Heritage Global | 39.30 Mn | 26.12 Mn | 9.46 Mn | 77.68 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 77.68 Mn |
| Mar 31, 2026 | 86.71 Mn |
| Dec 31, 2025 | 87.47 Mn |
| Sep 30, 2025 | 87.10 Mn |
| Jun 30, 2025 | 55.47 Mn |
| Mar 31, 2025 | 52.28 Mn |
| Dec 31, 2024 | 57.19 Mn |
| Sep 30, 2024 | 30.25 Mn |
| Jun 30, 2024 | 16.06 Mn |
| Mar 31, 2024 | 43.93 Mn |
| Dec 31, 2023 | 83.80 Mn |
| Sep 30, 2023 | 82.16 Mn |
| Jun 30, 2023 | 77.72 Mn |
| Mar 31, 2023 | 71.55 Mn |
| Dec 31, 2022 | 61.29 Mn |
| Sep 30, 2022 | 54.25 Mn |
| Jun 30, 2022 | 52.79 Mn |
| Mar 31, 2022 | 51.29 Mn |
| Dec 31, 2021 | 47.91 Mn |
| Sep 30, 2021 | 44.07 Mn |