Horizon Technology Finance (HTFC) Invested Capital (2021 - 2026)
Horizon Technology Finance (HTFC) reported Invested Capital of $781.0 million for Q1 2026, up 1.07% year-over-year from $772.7 million in Q1 2025, and down 1.33% quarter-over-quarter from $791.5 million in Q4 2025.
Horizon Technology Finance (HTFC) Invested Capital (2021 - 2026) Analysis & Trends
Horizon Technology Finance (HTFC) has 6 years of Invested Capital data on file, last reported at $781.0 million in Q1 2026.
- Invested Capital for Q1 2026 came in at $781.0 million, up 1.07% year-over-year; the trailing twelve-month figure through Mar 2026 was $781.0 million (up 1.07% YoY), and the FY2025 annual result was $791.5 million, down 1.56% from the prior year.
- Invested Capital declined to $781.0 million in Q1 2026 per HTFC's latest filing, from $791.5 million in the prior quarter.
- Over five years, Invested Capital peaked at $804.1 million in Q4 2024 and troughed at $280.0 million in Q1 2022.
- A 5-year average of $707.3 million and a median of $772.7 million in 2025 frame the typical range for Invested Capital.
- The sharpest annual moves came in 2022 and 2025: Invested Capital soared 180.61% in 2022, then slipped 8.11% in 2025.
- A 5-year view of Invested Capital shows it stood at $752.5 million in 2022, then climbed by 4.48% to $786.2 million in 2023, then rose by 2.27% to $804.1 million in 2024, then fell by 1.56% to $791.5 million in 2025, then slipped by 1.33% to $781.0 million in 2026.
- Business Quant data shows HTFC's Invested Capital at $781.0 million in Q1 2026, $791.5 million in Q4 2025, and $739.7 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | 69.22 Bn |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 8.37 Bn |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 30.50 Bn |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 53.75 Bn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | - |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 8.75 Bn |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 12.99 Bn |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 12.57 Bn |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 12.75 Bn |
| 10 | Horizon Technology Finance | - | - | - | 781.03 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 781.03 Mn |
| Dec 31, 2025 | 791.53 Mn |
| Sep 30, 2025 | 739.73 Mn |
| Jun 30, 2025 | 708.93 Mn |
| Mar 31, 2025 | 772.74 Mn |
| Dec 31, 2024 | 804.09 Mn |
| Sep 30, 2024 | 776.50 Mn |
| Jun 30, 2024 | 771.52 Mn |
| Mar 31, 2024 | 784.61 Mn |
| Dec 31, 2023 | 786.22 Mn |
| Sep 30, 2023 | 782.08 Mn |
| Jun 30, 2023 | 773.44 Mn |
| Mar 31, 2023 | 761.33 Mn |
| Dec 31, 2022 | 752.53 Mn |
| Sep 30, 2022 | 666.70 Mn |
| Jun 30, 2022 | 290.61 Mn |
| Mar 31, 2022 | 279.99 Mn |
| Dec 31, 2021 | 502.95 Mn |
| Sep 30, 2021 | 237.59 Mn |