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
DateValue
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