SWK Holdings (SWKH) Invested Capital (2010 - 2025)

SWK Holdings (SWKH) reported Invested Capital of $268.1 million for Q4 2025, down 16.66% year-over-year from $321.7 million in Q4 2024, and down 6.65% quarter-over-quarter from $287.2 million in Q3 2025.

SWK Holdings (SWKH) Invested Capital (2010 - 2025) Analysis & Trends

SWK Holdings (SWKH) has 14 years of Invested Capital data on file, last reported at $268.1 million in Q4 2025.

  • Invested Capital for Q4 2025 came in at $268.1 million, down 16.66% year-over-year; the trailing twelve-month figure through Dec 2025 was $268.1 million (down 16.66% YoY), and the FY2025 annual result was $268.1 million, down 16.66% from the prior year.
  • Invested Capital retreated to $268.1 million in Q4 2025 per SWKH's latest filing, from $287.2 million in the prior quarter.
  • Over five years, Invested Capital peaked at $325.6 million in Q1 2025 and troughed at $255.2 million in Q1 2021.
  • A 5-year average of $282.2 million and a median of $279.7 million in 2024 frame the typical range for Invested Capital.
  • On a YoY basis, Invested Capital climbed as much as 16.34% in 2025 and fell as far as 16.66% in 2025.
  • A 5-year view of Invested Capital shows it stood at $267.2 million in 2021, then climbed by 5.66% to $282.4 million in 2022, then fell by 0.73% to $280.3 million in 2023, then advanced by 14.75% to $321.7 million in 2024, then decreased by 16.66% to $268.1 million in 2025.
  • Business Quant data shows SWKH's Invested Capital at $268.1 million in Q4 2025, $287.2 million in Q3 2025, and $279.4 million in Q2 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 69.22 Bn
2 Blackstone 96.85 Bn 95.80 Bn - 8.37 Bn
3 Kkr 86.45 Bn 133.96 Bn - 30.50 Bn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 53.75 Bn
5 State Street 46.95 Bn 21.27 Bn - -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 8.75 Bn
7 Northern Trust 31.92 Bn 31.92 Bn - 12.99 Bn
8 Raymond James Financial 30.62 Bn 19.37 Bn - 12.57 Bn
9 Ares Management 29.04 Bn 32.41 Bn - 12.75 Bn
10 SWK Holdings 193.38 Mn 150.61 Mn - 268.07 Mn

Historic Data

Download Data
DateValue
Dec 31, 2025 268.07 Mn
Sep 30, 2025 287.18 Mn
Jun 30, 2025 279.44 Mn
Mar 31, 2025 325.64 Mn
Dec 31, 2024 321.66 Mn
Sep 30, 2024 316.40 Mn
Jun 30, 2024 282.83 Mn
Mar 31, 2024 279.90 Mn
Dec 31, 2023 280.32 Mn
Sep 30, 2023 299.57 Mn
Jun 30, 2023 273.88 Mn
Mar 31, 2023 284.87 Mn
Dec 31, 2022 282.37 Mn
Sep 30, 2022 277.45 Mn
Jun 30, 2022 271.53 Mn
Mar 31, 2022 270.80 Mn
Dec 31, 2021 267.24 Mn
Sep 30, 2021 260.68 Mn
Jun 30, 2021 258.24 Mn
Mar 31, 2021 255.24 Mn