Income Opportunity Realty Investors (IOR) Retained Earnings (2010 - 2026)
Income Opportunity Realty Investors' (IOR) quarterly Retained Earnings came in at $66.7 million in Q1 2026, up 6.4% YoY from $62.7 million in Q1 2025, and up 1.54% on a QoQ basis from $65.7 million in Q4 2025.
Income Opportunity Realty Investors (IOR) Retained Earnings (2010 - 2026) Analysis & Trends
Income Opportunity Realty Investors (IOR) has 17 years of Retained Earnings data on file, last reported at $66.7 million in Q1 2026.
- Quarterly Retained Earnings rose 6.4% year-over-year to $66.7 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $66.7 million (up 6.4% YoY) and the FY2025 annual result came in at $65.7 million, up 6.47% from the prior year.
- Retained Earnings climbed to $66.7 million in Q1 2026, from $65.7 million in the prior quarter.
- In the past five years, Retained Earnings ranged from a high of $66.7 million in Q1 2026 to a low of $46.7 million in Q1 2022.
- A 5-year average of $57.2 million and a median of $58.2 million in 2024 frame the typical range for Retained Earnings.
- Annual changes were most pronounced in 2023 — Retained Earnings climbed 13.99% — and 2026, when it climbed 6.4%.
- Tracing IOR's Retained Earnings over 5 years: stood at $50.0 million in 2022, then rose by 13.99% to $57.0 million in 2023, then advanced by 8.16% to $61.7 million in 2024, then increased by 6.47% to $65.7 million in 2025, then advanced by 1.54% to $66.7 million in 2026.
- The last three Retained Earnings figures came in at $66.7 million (Q1 2026), $65.7 million (Q4 2025), and $64.7 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 39.72 Bn | 36.62 Bn | - | 22.89 Bn |
| 2 | Federal National Mortgage Association Fannie Mae | 36.73 Bn | 36.73 Bn | - | -16.56 Bn |
| 3 | Federal Home Loan Mortgage | 18.30 Bn | 13.98 Bn | - | -5.14 Bn |
| 4 | PennyMac Financial Services | 3.90 Bn | 3.15 Bn | 480.08 Mn | 4.28 Bn |
| 5 | CNFinance Holdings | 1.54 Bn | 1.46 Bn | - | 376.64 Mn |
| 6 | Walker & Dunlop | 1.33 Bn | 1.17 Bn | - | 1.24 Bn |
| 7 | Velocity Financial | 711.66 Mn | -6.74 Bn | - | 390.98 Mn |
| 8 | UWM Holdings | 484.35 Mn | -14.06 Mn | - | 118.65 Mn |
| 9 | Onity | 302.41 Mn | 106.11 Mn | - | 544.90 Mn |
| 10 | Income Opportunity Realty Investors | 81.40 Mn | 81.40 Mn | - | 67.38 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 67.38 Mn |
| Mar 31, 2026 | 66.68 Mn |
| Dec 31, 2025 | 65.67 Mn |
| Sep 30, 2025 | 64.69 Mn |
| Jun 30, 2025 | 63.66 Mn |
| Mar 31, 2025 | 62.67 Mn |
| Dec 31, 2024 | 61.68 Mn |
| Sep 30, 2024 | 60.57 Mn |
| Jun 30, 2024 | 59.37 Mn |
| Mar 31, 2024 | 58.21 Mn |
| Dec 31, 2023 | 57.03 Mn |
| Sep 30, 2023 | 54.55 Mn |
| Jun 30, 2023 | 52.91 Mn |
| Mar 31, 2023 | 51.08 Mn |
| Dec 31, 2022 | 50.03 Mn |
| Sep 30, 2022 | 48.76 Mn |
| Jun 30, 2022 | 47.57 Mn |
| Mar 31, 2022 | 46.72 Mn |
| Dec 31, 2021 | 46.10 Mn |
| Sep 30, 2021 | 45.38 Mn |