Security National Financial (SNFCA) Invested Capital (2010 - 2026)

Security National Financial's (SNFCA) quarterly Invested Capital came in at $108.8 million in Q1 2026, down 11.45% year-on-year from $122.8 million in Q1 2025, and up 10.54% quarter-over-quarter from $98.4 million in Q4 2025.

Security National Financial (SNFCA) Invested Capital (2010 - 2026) Analysis & Trends

Security National Financial's Invested Capital history runs 17 years deep, the most recent figure standing at $108.8 million for Q1 2026.

  • On a quarterly basis, Invested Capital fell 11.45% year-over-year to $108.8 million in Q1 2026; TTM through Mar 2026 was $453.2 million, a 2.97% increase from a year earlier, with the FY2025 full-year figure at $98.4 million, down 7.82% from the prior year.
  • Invested Capital climbed to $108.8 million in Q1 2026 per SNFCA's latest filing, from $98.4 million in the prior quarter.
  • Across five years, Invested Capital topped out at $233.6 million in Q1 2022 and bottomed at $98.4 million in Q4 2025.
  • The 5-year median for Invested Capital is $108.8 million (2026), against an average of $132.4 million.
  • Across the five-year window, Invested Capital sank 48.44% in 2023 and advanced 18.73% in 2025, its largest moves.
  • Year by year, Invested Capital stood at $161.7 million in 2022, then plunged by 34.73% to $105.6 million in 2023, then gained by 1.12% to $106.7 million in 2024, then retreated by 7.82% to $98.4 million in 2025, then advanced by 10.54% to $108.8 million in 2026.
  • Per Business Quant, the three latest SNFCA Invested Capital figures stand at $108.8 million (Q1 2026), $98.4 million (Q4 2025), and $123.1 million (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Prudential 75.05 Bn 67.97 Bn - 11.74 Bn
2 Aflac 63.80 Bn 58.14 Bn 2.51 Bn 7.91 Bn
3 Metlife 60.34 Bn 44.39 Bn 256.00 Mn 14.45 Bn
4 Manulife Financial 52.65 Bn 53.78 Bn - -
5 Unum 14.19 Bn 4.23 Bn 1.40 Bn -
6 Primerica 9.76 Bn 9.08 Bn 770.81 Mn -
7 Jackson Financial 8.17 Bn 3.03 Bn - 54.00 Mn
8 Lincoln National 7.81 Bn -1.09 Bn 3.25 Bn 400.00 Mn
9 F&G Annuities & Life 3.87 Bn 1.67 Bn 1.15 Bn -
10 Security National Financial 231.56 Mn 63.09 Mn 20.06 Mn 108.76 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 108.76 Mn
Dec 31, 2025 98.39 Mn
Sep 30, 2025 123.10 Mn
Jun 30, 2025 122.93 Mn
Mar 31, 2025 122.82 Mn
Dec 31, 2024 106.74 Mn
Sep 30, 2024 106.99 Mn
Jun 30, 2024 103.54 Mn
Mar 31, 2024 104.34 Mn
Dec 31, 2023 105.56 Mn
Sep 30, 2023 108.43 Mn
Jun 30, 2023 103.30 Mn
Mar 31, 2023 138.39 Mn
Dec 31, 2022 161.71 Mn
Sep 30, 2022 201.48 Mn
Jun 30, 2022 200.34 Mn
Mar 31, 2022 233.63 Mn
Dec 31, 2021 251.29 Mn
Sep 30, 2021 263.19 Mn
Jun 30, 2021 231.97 Mn