Horizon Technology Finance (HTFC) Equity Ratio (2021 - 2026)

Horizon Technology Finance (HTFC) reported Equity Ratio of 0.42 for Q1 2026, up 9.02% year-over-year from 0.39 in Q1 2025, and up 7.4% on a QoQ basis from 0.39 in Q4 2025.

Horizon Technology Finance (HTFC) has 6 years of Equity Ratio data on file, last reported at 0.42 in Q1 2026.

  • Quarterly Equity Ratio rose 9.02% year-over-year to 0.42 in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 0.42 (up 9.02% YoY) and the FY2025 annual result came in at 0.39, down 4.01% from the prior year.
  • Equity Ratio rose to 0.42 in Q1 2026 per HTFC's latest filing, from 0.39 in the prior quarter.
  • Across five years, Equity Ratio topped out at 0.45 in Q3 2022 and bottomed at 0.39 in Q1 2025.
  • The 5-year median for Equity Ratio is 0.42 (2022), against an average of 0.42.
  • The widest annual swing landed in 2022, when Equity Ratio decreased 13.0%; it then increased 9.02% in 2026.
  • Tracing HTFC's Equity Ratio over 5 years: stood at 0.42 in 2022, then fell by 2.77% to 0.4 in 2023, then rose by 1.31% to 0.41 in 2024, then declined by 4.01% to 0.39 in 2025, then rose by 7.4% to 0.42 in 2026.
  • Per Business Quant, the three latest HTFC Equity Ratio figures stand at 0.42 (Q1 2026), 0.39 (Q4 2025), and 0.42 (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Ratio (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 0.33
2 Blackstone 92.68 Bn 91.63 Bn - 0.17
3 Kkr 84.94 Bn 132.45 Bn - 0.07
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 0.48
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 0.08
6 State Street 44.42 Bn 18.75 Bn - -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 0.03
8 Northern Trust 31.21 Bn 31.21 Bn - 0.07
9 Ares Management 28.85 Bn 32.22 Bn - 0.29
10 Horizon Technology Finance - - - 0.42

Historic Data

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DateValue
Mar 31, 2026 0.42
Dec 31, 2025 0.39
Sep 30, 2025 0.42
Jun 30, 2025 0.39
Mar 31, 2025 0.39
Dec 31, 2024 0.41
Sep 30, 2024 0.43
Jun 30, 2024 0.42
Mar 31, 2024 0.41
Dec 31, 2023 0.40
Sep 30, 2023 0.43
Jun 30, 2023 0.45
Mar 31, 2023 0.41
Dec 31, 2022 0.42
Sep 30, 2022 0.45
Dec 31, 2021 0.48