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Growth Metrics

Pennantpark Investment (PNNT) Equity Ratio (2021 - 2026)

Pennantpark Investment recorded quarterly Equity Ratio of 0.35 in Q1 2026, down 1.23% quarter-over-quarter from 0.35 in Q4 2025, and down 10.03% year-over-year from 0.39 in Q1 2025.

Pennantpark Investment's Equity Ratio history runs 6 years deep, the most recent figure standing at 0.35 for Q1 2026.

  • In Q1 2026, Equity Ratio fell 10.03% year-over-year to 0.35; the TTM figure through Mar 2026 stood at 0.35 (down 10.03% YoY), while the FY2025 annual figure was 0.34, down 3.31% from the prior year.
  • Equity Ratio came in at 0.35 for Q1 2026 at Pennantpark Investment, down from 0.35 in the prior quarter.
  • In the past five years, Equity Ratio ranged from a high of 0.44 in Q3 2022 to a low of 0.34 in Q3 2025.
  • A 5-year average of 0.39 and a median of 0.39 in 2025 frame the typical range for Equity Ratio.
  • Across the five-year window, Equity Ratio declined 18.08% in 2024 and gained 4.07% in 2025, its largest moves.
  • Pennantpark Investment's Equity Ratio stood at 0.41 in 2022, then decreased by 3.2% to 0.39 in 2023, then declined by 11.12% to 0.35 in 2024, then grew by 0.98% to 0.35 in 2025, then declined by 1.23% to 0.35 in 2026.
  • According to Business Quant data, Equity Ratio over the past three periods registered 0.35, 0.35, and 0.34 for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Ratio (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 0.33
2 Blackstone 92.68 Bn 91.63 Bn - 0.17
3 Kkr 84.94 Bn 132.45 Bn - 0.07
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 0.48
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 0.08
6 State Street 44.42 Bn 18.75 Bn - -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 0.03
8 Northern Trust 31.21 Bn 31.21 Bn - 0.07
9 Ares Management 28.85 Bn 32.22 Bn - 0.29
10 Pennantpark Investment - - - 0.35

Historic Data

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DateValue
Mar 31, 2026 0.35
Dec 31, 2025 0.35
Sep 30, 2025 0.34
Jun 30, 2025 0.38
Mar 31, 2025 0.39
Dec 31, 2024 0.35
Sep 30, 2024 0.36
Jun 30, 2024 0.37
Mar 31, 2024 0.39
Dec 31, 2023 0.39
Sep 30, 2023 0.43
Jun 30, 2023 0.43
Mar 31, 2023 0.41
Dec 31, 2022 0.41
Sep 30, 2022 0.44
Sep 30, 2021 0.51