Msc Income Fund (MSIF) Equity Average (2022 - 2026)

Msc Income Fund (MSIF) reported Equity Average of $729.1 million for Q1 2026, up 8.51% on a YoY basis from $671.9 million in Q1 2025, and down 1.01% quarter-over-quarter from $736.5 million in Q4 2025.

Msc Income Fund (MSIF) Equity Average (2022 - 2026) Analysis & Trends

Msc Income Fund has reported Equity Average for 5 years, with the latest figure at $729.1 million in Q1 2026.

  • For the quarter ending Q1 2026, Equity Average rose 8.51% year-over-year to $729.1 million; the trailing twelve-month figure through Mar 2026 stood at $729.1 million (up 8.51% YoY), and the FY2025 full-year result was $681.8 million, up 9.33% from the prior year.
  • Equity Average for Q1 2026 stood at $729.1 million, down from $736.5 million in the prior quarter.
  • The five-year high for Equity Average was $736.5 million in Q4 2025, with the low at $608.3 million in Q3 2022.
  • Historically, Equity Average has averaged $647.0 million across 5 years, with a median of $620.6 million in 2024.
  • Annual changes were most pronounced in 2023 — Equity Average fell 0.11% — and 2025, when it grew 18.47%.
  • Msc Income Fund's Equity Average stood at $609.7 million in 2022, then gained by 1.35% to $617.9 million in 2023, then advanced by 0.61% to $621.7 million in 2024, then rose by 18.47% to $736.5 million in 2025, then declined by 1.01% to $729.1 million in 2026.
  • The last three Equity Average figures came in at $729.1 million (Q1 2026), $736.5 million (Q4 2025), and $728.6 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Avg. (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 56.51 Bn
2 Blackstone 96.85 Bn 95.80 Bn - 14.44 Bn
3 Kkr 86.45 Bn 133.96 Bn - 54.71 Bn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 41.02 Bn
5 State Street 46.95 Bn 21.27 Bn - -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 6.38 Bn
7 Northern Trust 31.92 Bn 31.92 Bn - 12.97 Bn
8 Raymond James Financial 30.62 Bn 19.37 Bn - 6.29 Bn
9 Ares Management 29.04 Bn 32.41 Bn - 6.32 Bn
10 Msc Income Fund 544.64 Mn 537.43 Mn - 729.09 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 729.09 Mn
Dec 31, 2025 736.51 Mn
Sep 30, 2025 728.57 Mn
Jun 30, 2025 720.86 Mn
Mar 31, 2025 671.92 Mn
Dec 31, 2024 621.69 Mn
Sep 30, 2024 620.83 Mn
Jun 30, 2024 620.85 Mn
Mar 31, 2024 620.41 Mn
Dec 31, 2023 617.94 Mn
Sep 30, 2023 613.68 Mn
Jun 30, 2023 611.04 Mn
Mar 31, 2023 608.98 Mn
Dec 31, 2022 609.71 Mn
Sep 30, 2022 608.30 Mn
Jun 30, 2022 611.74 Mn