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 | 338.83 Bn | 205.30 Bn | - | 1,628.24 Bn |
| 2 | Goldman Sachs | 316.34 Bn | -660.01 Bn | - | 2,093.95 Bn |
| 3 | Schwab Charles | 220.55 Bn | 135.80 Bn | - | 492.16 Bn |
| 4 | Futu Holdings | 121.48 Bn | 105.59 Bn | 733.58 Mn | 30.33 Bn |
| 5 | Robinhood Markets | 84.07 Bn | 66.74 Bn | 1.20 Bn | 51.01 Bn |
| 6 | Iren | 68.17 Bn | 65.95 Bn | 104.86 Mn | 7.15 Bn |
| 7 | ATIF Holdings | 45.42 Bn | 45.42 Bn | - | 25.42 Mn |
| 8 | Interactive Brokers | 39.54 Bn | -3.28 Bn | - | 210.99 Bn |
| 9 | LPL Financial Holdings | 28.27 Bn | 25.57 Bn | - | 19.31 Bn |
| 10 | Heritage Global | 38.49 Mn | 26.93 Mn | 9.35 Mn | 86.71 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |
| Jun 30, 2021 | 40.89 Mn |