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