Security National Financial (SNFCA) Cash & Current Investments (2010 - 2026)

Security National Financial's (SNFCA) quarterly Cash & Current Investments came in at $168.5 million in Q1 2026, up 25.63% year-on-year from $134.1 million in Q1 2025, and down 65.27% quarter-over-quarter from $485.0 million in Q4 2025.

Security National Financial (SNFCA) Cash & Current Investments (2010 - 2026) Analysis & Trends

Security National Financial's Cash & Current Investments history runs 17 years deep, the most recent figure standing at $168.5 million for Q1 2026.

  • On a quarterly basis, Cash & Current Investments rose 25.63% year-over-year to $168.5 million in Q1 2026; TTM through Mar 2026 was $168.5 million, a 25.63% increase from a year earlier, with the FY2025 full-year figure at $485.0 million, up 192.41% from the prior year.
  • Cash & Current Investments eased to $168.5 million in Q1 2026 per SNFCA's latest filing, from $485.0 million in the prior quarter.
  • Across five years, Cash & Current Investments topped out at $489.6 million in Q3 2025 and bottomed at $80.5 million in Q2 2025.
  • The 5-year median for Cash & Current Investments is $144.9 million (2024), against an average of $176.3 million.
  • Biggest YoY gain for Cash & Current Investments was 192.41% in 2025; the steepest drop was 44.46% in 2025.
  • Year by year, Cash & Current Investments stood at $134.9 million in 2022, then climbed by 13.82% to $153.6 million in 2023, then rose by 8.02% to $165.9 million in 2024, then surged by 192.41% to $485.0 million in 2025, then tumbled by 65.27% to $168.5 million in 2026.
  • Per Business Quant, the three latest SNFCA Cash & Current Investments figures stand at $168.5 million (Q1 2026), $485.0 million (Q4 2025), and $489.6 million (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Cash & Current Investments (Qtr)
1 Prudential 75.74 Bn 67.41 Bn - 8.33 Bn
2 Manulife Financial 73.69 Bn 73.69 Bn - -
3 Aflac 64.95 Bn 59.30 Bn 2.51 Bn 5.65 Bn
4 Metlife 62.10 Bn 45.95 Bn 256.00 Mn 16.15 Bn
5 Unum 14.20 Bn 4.24 Bn 1.40 Bn 2.06 Bn
6 Primerica 10.02 Bn 9.35 Bn 770.81 Mn 678.70 Mn
7 Jackson Financial 8.48 Bn 2.94 Bn - 5.54 Bn
8 Lincoln National 7.91 Bn -986.27 Mn 3.25 Bn 8.90 Bn
9 F&G Annuities & Life 3.93 Bn 1.61 Bn 1.15 Bn 2.32 Bn
10 Security National Financial 237.64 Mn 69.17 Mn 20.06 Mn 168.47 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 168.47 Mn
Dec 31, 2025 485.03 Mn
Sep 30, 2025 489.59 Mn
Jun 30, 2025 80.47 Mn
Mar 31, 2025 134.10 Mn
Dec 31, 2024 165.87 Mn
Sep 30, 2024 171.94 Mn
Jun 30, 2024 144.87 Mn
Mar 31, 2024 152.16 Mn
Dec 31, 2023 153.56 Mn
Sep 30, 2023 135.98 Mn
Jun 30, 2023 111.72 Mn
Mar 31, 2023 100.99 Mn
Dec 31, 2022 134.92 Mn
Sep 30, 2022 86.57 Mn
Jun 30, 2022 133.26 Mn
Mar 31, 2022 147.64 Mn
Dec 31, 2021 143.44 Mn
Sep 30, 2021 113.55 Mn
Jun 30, 2021 151.39 Mn