MDB Capital Holdings (MDBH) Long-Term Investments (2024 - 2026)
MDB Capital Holdings' (MDBH) quarterly Long-Term Investments came in at $33.1 million in Q2 2026, down 16.73% year-over-year from $39.8 million in Q2 2025, and down 11.76% quarter-over-quarter from $37.5 million in Q4 2025.
Analysis
MDB Capital Holdings (MDBH) Long-Term Investments (2024 - 2026) Analysis & Trends
MDB Capital Holdings has disclosed Long-Term Investments across 3 years of filings, most recently posting $33.1 million for Q2 2026.
- In Q2 2026, Long-Term Investments fell 16.73% year-over-year to $33.1 million; the TTM figure through Jun 2026 stood at $33.1 million (down 16.73% YoY), while the FY2025 annual figure was $37.5 million, down 10.11% from the prior year.
- Long-Term Investments came in at $33.1 million for Q2 2026 at MDB Capital Holdings, down from $37.5 million in the prior quarter.
- In the past five years, Long-Term Investments ranged from a high of $41.8 million in Q4 2024 to a low of $33.1 million in Q2 2026.
- Average Long-Term Investments over 3 years is $38.6 million, with a median of $39.3 million recorded in 2025.
- Year-over-year, Long-Term Investments declined 10.11% in 2025 and retreated 16.73% in 2026.
- Over 3 years, Long-Term Investments stood at $41.8 million in 2024, then slipped by 10.11% to $37.5 million in 2025, then retreated by 11.76% to $33.1 million in 2026.
- Per Business Quant data, the three most recent Long-Term Investments figures were $33.1 million in Q2 2026, $37.5 million in Q4 2025, and $38.7 million in Q3 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Evercore | 10.14 Bn | 8.05 Bn | 975.67 Mn | 16.37 Mn |
| 2 | Jefferies Financial | 9.74 Bn | -5.67 Bn | 3.09 Bn | 1.56 Bn |
| 3 | Houlihan Lokey | 9.07 Bn | 7.99 Bn | - | - |
| 4 | Cluster Group Holdings | 8.00 Bn | 8.00 Bn | - | - |
| 5 | PJT Partners | 5.75 Bn | 5.81 Bn | 481.98 Mn | 299.25 Mn |
| 6 | Moelis | 5.25 Bn | 5.17 Bn | - | 301.48 Mn |
| 7 | Piper Sandler Companies | 4.88 Bn | 4.77 Bn | - | 307.24 Mn |
| 8 | Lazard | 3.95 Bn | 2.96 Bn | - | 540.63 Mn |
| 9 | BRBI BR Partners | 3.50 Bn | 3.38 Bn | 16.77 Mn | 137.53 Mn |
| 10 | MDB Capital Holdings | 26.88 Mn | 16.85 Mn | - | 33.13 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 33.13 Mn |
| Dec 31, 2025 | 37.54 Mn |
| Sep 30, 2025 | 38.74 Mn |
| Jun 30, 2025 | 39.78 Mn |
| Mar 31, 2025 | 40.89 Mn |
| Dec 31, 2024 | 41.76 Mn |