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| Date | Value |
|---|---|
| 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 |