Security National Financial (SNFCA) Invested Capital (2010 - 2026)
Security National Financial (SNFCA) recorded quarterly Invested Capital of $534.3 million in Q1 2026, up 5.02% quarter-over-quarter from $508.8 million in Q4 2025, and down 67.69% on a YoY basis from $1.7 billion in Q1 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 $534.3 million for Q1 2026.
- In Q1 2026, Invested Capital fell 67.69% year-over-year to $534.3 million; the TTM figure through Mar 2026 stood at $534.3 million (down 67.69% YoY), while the FY2025 annual figure was $508.8 million, up 4.12% from the prior year.
- Invested Capital was $534.3 million for Q1 2026 at Security National Financial, up from $508.8 million in the prior quarter.
- In the past five years, Invested Capital ranged from a high of $1.7 billion in Q3 2025 to a low of $402.1 million in Q2 2023.
- Historically, Invested Capital has averaged $736.3 million across 5 years, with a median of $480.8 million in 2022.
- The sharpest annual moves came in 2022 and 2024: Invested Capital slumped 74.18% in 2022, then surged 294.22% in 2024.
- A 5-year view of Invested Capital shows it stood at $454.5 million in 2022, then surged by 237.98% to $1.5 billion in 2023, then sank by 68.19% to $488.6 million in 2024, then rose by 4.12% to $508.8 million in 2025, then grew by 5.02% to $534.3 million in 2026.
- The last three Invested Capital figures came in at $534.3 million (Q1 2026), $508.8 million (Q4 2025), and $1.7 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Manulife Financial | 569.94 Bn | 569.94 Bn | - | 38.69 Bn |
| 2 | Aflac | 59.18 Bn | 53.52 Bn | 1.48 Bn | 37.87 Bn |
| 3 | Metlife | 55.03 Bn | 39.09 Bn | 256.00 Mn | 42.04 Bn |
| 4 | Unum | 14.28 Bn | 4.32 Bn | 1.40 Bn | 10.89 Bn |
| 5 | Globe Life | 12.35 Bn | 11.67 Bn | 1.45 Bn | 6.23 Bn |
| 6 | Primerica | 8.38 Bn | 8.38 Bn | 770.81 Mn | 2.52 Bn |
| 7 | Jackson Financial | 7.49 Bn | 1.65 Bn | - | 11.93 Bn |
| 8 | Lincoln National | 6.73 Bn | -8.95 Bn | 3.25 Bn | 16.18 Bn |
| 9 | CNO Financial | 4.53 Bn | 4.20 Bn | 754.30 Mn | 2.50 Bn |
| 10 | Security National Financial | 230.81 Mn | 62.35 Mn | 4.32 Mn | 534.28 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 534.28 Mn |
| Dec 31, 2025 | 508.76 Mn |
| Sep 30, 2025 | 1.69 Bn |
| Jun 30, 2025 | 477.69 Mn |
| Mar 31, 2025 | 1.65 Bn |
| Dec 31, 2024 | 488.64 Mn |
| Sep 30, 2024 | 1.60 Bn |
| Jun 30, 2024 | 429.31 Mn |
| Mar 31, 2024 | 424.44 Mn |
| Dec 31, 2023 | 1.54 Bn |
| Sep 30, 2023 | 406.32 Mn |
| Jun 30, 2023 | 402.06 Mn |
| Mar 31, 2023 | 435.43 Mn |
| Dec 31, 2022 | 454.50 Mn |
| Sep 30, 2022 | 470.34 Mn |
| Jun 30, 2022 | 480.83 Mn |
| Mar 31, 2022 | 525.93 Mn |
| Dec 31, 2021 | 551.05 Mn |
| Sep 30, 2021 | 1.82 Bn |
| Jun 30, 2021 | 517.82 Mn |