Growth Metrics

MidCap Financial Investment (MFIC) Retained Earnings (2022 - 2026)

MidCap Financial Investment recorded quarterly Retained Earnings of -$1.4 billion in Q1 2026, down 4.09% quarter-over-quarter from -$1.3 billion in Q4 2025, and down 11.28% year-over-year from -$1.6 billion in Q1 2025.

MidCap Financial Investment's Retained Earnings history runs 5 years deep, the most recent figure standing at -$1.4 billion for Q1 2026.

  • In Q1 2026, Retained Earnings fell 11.28% year-over-year to -$1.4 billion; the TTM figure through Mar 2026 stood at -$1.4 billion (down 11.28% YoY), while the FY2025 annual figure was -$1.3 billion, down 7.35% from the prior year.
  • Retained Earnings came in at -$1.4 billion for Q1 2026 at MidCap Financial Investment, down from -$1.3 billion in the prior quarter.
  • In the past five years, Retained Earnings ranged from a high of -$1.1 billion in Q1 2022 to a low of -$1.4 billion in Q1 2026.
  • A 5-year average of -$1.2 billion and a median of -$1.1 billion in 2022 frame the typical range for Retained Earnings.
  • Across the five-year window, Retained Earnings gained 1.84% in 2023 and fell 16.01% in 2025, its largest moves.
  • MidCap Financial Investment's Retained Earnings stood at -$1.1 billion in 2022, then rose by 1.84% to -$1.1 billion in 2023, then slipped by 14.12% to -$1.3 billion in 2024, then retreated by 7.35% to -$1.3 billion in 2025, then slipped by 4.09% to -$1.4 billion in 2026.
  • According to Business Quant data, Retained Earnings over the past three periods registered -$1.4 billion, -$1.3 billion, and -$1.3 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Retained Earnings (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 39.18 Bn
2 Blackstone 92.68 Bn 91.63 Bn - -15.77 Mn
3 Kkr 84.94 Bn 132.45 Bn - 14.08 Bn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 180.00 Mn
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 5.16 Bn
6 State Street 44.42 Bn 18.75 Bn - -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 28.43 Bn
8 Northern Trust 31.21 Bn 31.21 Bn - 17.07 Bn
9 Ares Management 28.85 Bn 32.22 Bn - -1.66 Bn
10 MidCap Financial Investment - - - -1.40 Bn

Historic Data

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DateValue
Mar 31, 2026 -1.40 Bn
Dec 31, 2025 -1.35 Bn
Sep 30, 2025 -1.28 Bn
Jun 30, 2025 -1.28 Bn
Mar 31, 2025 -1.26 Bn
Dec 31, 2024 -1.25 Bn
Sep 30, 2024 -1.13 Bn
Jun 30, 2024 -1.10 Bn
Mar 31, 2024 -1.10 Bn
Dec 31, 2023 -1.10 Bn
Sep 30, 2023 -1.11 Bn
Jun 30, 2023 -1.11 Bn
Dec 31, 2022 -1.12 Bn
Mar 31, 2022 -1.07 Bn