Siebert Financial (SIEB) Invested Capital (2009 - 2026)

Siebert Financial's (SIEB) quarterly Invested Capital came in at $89.1 million in Q1 2026, down 5.6% year-on-year from $94.4 million in Q1 2025, and down 1.15% quarter-over-quarter from $90.1 million in Q4 2025.

Siebert Financial (SIEB) Invested Capital (2009 - 2026) Analysis & Trends

Siebert Financial has disclosed Invested Capital across 18 years of filings, most recently posting $89.1 million for Q1 2026.

  • Invested Capital for Q1 2026 came in at $89.1 million, down 5.6% year-over-year; the trailing twelve-month figure through Mar 2026 was $89.1 million (down 5.6% YoY), and the FY2025 annual result was $90.1 million, up 5.3% from the prior year.
  • Invested Capital came in at $89.1 million for Q1 2026 at Siebert Financial, down from $90.1 million in the prior quarter.
  • In the past five years, Invested Capital ranged from a high of $94.4 million in Q1 2025 to a low of $54.3 million in Q4 2022.
  • The 5-year median for Invested Capital is $74.9 million (2024), against an average of $75.0 million.
  • Across the five-year window, Invested Capital surged 30.36% in 2023 and fell 5.6% in 2026, its largest moves.
  • Siebert Financial's Invested Capital stood at $54.3 million in 2022, then jumped by 30.36% to $70.8 million in 2023, then advanced by 20.9% to $85.6 million in 2024, then gained by 5.3% to $90.1 million in 2025, then fell by 1.15% to $89.1 million in 2026.
  • The last three Invested Capital figures came in at $89.1 million (Q1 2026), $90.1 million (Q4 2025), and $91.9 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 SOL Strategies 96,012.83 Bn 96,012.83 Bn - 1,166.73 Bn
2 Morgan Stanley 328.23 Bn 194.70 Bn - 486.95 Bn
3 Goldman Sachs 313.22 Bn -624.33 Bn - 122.78 Bn
4 Schwab Charles 154.90 Bn 109.92 Bn - 49.23 Bn
5 Robinhood Markets 75.17 Bn 70.53 Bn 960.00 Mn 9.69 Bn
6 Interactive Brokers 38.41 Bn 49.00 Bn - 5.59 Bn
7 LPL Financial Holdings 23.13 Bn 22.10 Bn - 12.87 Bn
8 Tradeweb Markets 21.12 Bn 19.87 Bn - 7.31 Bn
9 Circle Internet 19.75 Bn 18.24 Bn 35.01 Mn 3.43 Bn
10 Siebert Financial 75.49 Mn 37.69 Mn - 89.08 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 89.08 Mn
Dec 31, 2025 90.12 Mn
Sep 30, 2025 91.86 Mn
Jun 30, 2025 90.08 Mn
Mar 31, 2025 94.36 Mn
Dec 31, 2024 85.59 Mn
Sep 30, 2024 83.41 Mn
Jun 30, 2024 79.26 Mn
Mar 31, 2024 74.92 Mn
Dec 31, 2023 70.79 Mn
Sep 30, 2023 71.65 Mn
Jun 30, 2023 71.40 Mn
Mar 31, 2023 57.51 Mn
Dec 31, 2022 54.31 Mn
Sep 30, 2022 58.63 Mn
Jun 30, 2022 56.50 Mn
Mar 31, 2022 56.24 Mn
Dec 31, 2021 51.50 Mn
Sep 30, 2021 46.52 Mn
Jun 30, 2021 47.27 Mn