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
DateValue
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