Siebert Financial (SIEB) Invested Capital (2010 - 2026)

Siebert Financial (SIEB) posted Invested Capital of $89.1 million for Q1 2026, down 1.15% sequentially from $90.1 million in Q4 2025, and down 5.6% YoY from $94.4 million in Q1 2025.

Siebert Financial (SIEB) Invested Capital (2010 - 2026) Analysis & Trends

Siebert Financial (SIEB) has 17 years of Invested Capital data on file, last reported at $89.1 million in Q1 2026.

  • Quarterly Invested Capital fell 5.6% year-over-year to $89.1 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $89.1 million (down 5.6% YoY) and the FY2025 annual result came in at $90.1 million, up 5.3% from the prior year.
  • Invested Capital declined to $89.1 million in Q1 2026 per SIEB's latest filing, from $90.1 million in the prior quarter.
  • The five-year high for Invested Capital was $94.4 million in Q1 2025, with the low at $54.3 million in Q4 2022.
  • Average Invested Capital over 5 years is $75.0 million, with a median of $74.9 million recorded in 2024.
  • Year-over-year, Invested Capital soared 30.36% in 2023 and dropped 5.6% in 2026.
  • Siebert Financial's Invested Capital stood at $54.3 million in 2022, then jumped by 30.36% to $70.8 million in 2023, then increased by 20.9% to $85.6 million in 2024, then grew by 5.3% to $90.1 million in 2025, then slipped by 1.15% to $89.1 million in 2026.
  • Business Quant data shows SIEB's Invested Capital at $89.1 million in Q1 2026, $90.1 million in Q4 2025, and $91.9 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Morgan Stanley 330.70 Bn 197.17 Bn - 486.95 Bn
2 Goldman Sachs 309.79 Bn -627.76 Bn - 122.78 Bn
3 Schwab Charles 167.21 Bn 122.24 Bn - 49.23 Bn
4 Futu Holdings 111.36 Bn 109.19 Bn 733.58 Mn 6.75 Bn
5 Robinhood Markets 97.69 Bn 93.05 Bn 960.00 Mn 9.69 Bn
6 LPL Financial Holdings 23.49 Bn 22.47 Bn - 12.87 Bn
7 Tradeweb Markets 21.59 Bn 20.34 Bn - 7.31 Bn
8 Circle Internet 15.14 Bn 13.62 Bn 35.01 Mn 3.43 Bn
9 Iren 14.46 Bn 12.24 Bn 144.76 Mn 2.94 Bn
10 Siebert Financial 714,000.02 -37.09 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