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| Date | Value |
|---|---|
| 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 |