Velocity Financial reported total assets of $7963.13M and total liabilities of $7237.97M for the quarter ended Jun 2026, up 23.0% year over year. This balance sheet covers 30 quarters of results from Mar 2019 through Jun 2026, standardized by Business Quant from the company’s SEC filings.
| Balance SheetBalance Sheet | Mar2019 | Jun2019 | Sep2019 | Dec2019 | Mar2020 | Jun2020 | Sep2020 | Dec2020 | Mar2021 | Jun2021 | Sep2021 | Dec2021 | Mar2022 | Jun2022 | Sep2022 | Dec2022 | Mar2023 | Jun2023 | Sep2023 | Dec2023 | Mar2024 | Jun2024 | Sep2024 | Dec2024 | Mar2025 | Jun2025 | Sep2025 | Dec2025 | Mar2026 | Jun2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Assets | ||||||||||||||||||||||||||||||
| Cash & Short-Term Funds | ||||||||||||||||||||||||||||||
| Cash & EquivalentsCash & Equiv. | 35.50M | 35.97M | 36.63M | 46.25M | 26.37M | 45.25M | 39.40M | 33.99M | 29.39M | 40.57M | 34.83M | 47.37M | 44.09M | 49.90M | 51.68M | 79.56M | 98.96M | 92.10M | 87.05M | 76.12M | ||||||||||
| Cash & Current Investments | 35.50M | 35.97M | 36.63M | 46.25M | 26.37M | 45.25M | 39.40M | 33.99M | 29.39M | 40.57M | 34.83M | 47.37M | 44.09M | 49.90M | 51.68M | 79.56M | 98.96M | 92.10M | 87.05M | 76.12M | ||||||||||
| Loans | ||||||||||||||||||||||||||||||
| Loans Held for Sale | 87.91M | 77.50M | 33.14M | 4,151.79M | 4,591.30M | 4,900.27M | 5,187.07M | 5,614.21M | 6,053.23M | 6,501.08M | 6,758.13M | 7,105.54M | 7,283.56M | |||||||||||||||||
| Loans - Gross | 394.70M | 292.40M | 2,828.12M | 2,526.32M | 2,420.12M | 2,322.01M | 2,226.72M | 2,127.17M | 2,028.26M | 1,951.03M | 1,823.04M | |||||||||||||||||||
| Loans - Net | 2,297.06M | 2,616.83M | 2,907.16M | 3,120.15M | 3,463.06M | 3,548.49M | 3,638.09M | 3,763.27M | 3,917.37M | 2,828.12M | 4,377.06M | 2,619.62M | ||||||||||||||||||
| Other Assets | ||||||||||||||||||||||||||||||
| Accrued Interest Receivable | 11.97M | 13.16M | 14.17M | 15.82M | 18.33M | 20.46M | 20.93M | 22.60M | 24.76M | 104.66M | 29.37M | 105.51M | 114.55M | 145.89M | 143.88M | 177.69M | 173.11M | 191.31M | 185.71M | 195.01M | ||||||||||
| Receivables | 57.93M | 76.14M | 82.81M | 77.01M | 68.95M | 66.72M | 66.32M | 65.20M | 140.28M | 93.84M | 175.05M | 164.72M | 187.36M | 124.85M | 240.03M | 284.46M | 263.52M | 152.80M | 284.71M | 304.36M | ||||||||||
| Property, Plant & Equipment (Net) | 3.35M | 3.83M | 3.69M | 3.63M | 3.50M | 3.36M | 3.21M | 3.02M | 2.86M | 2.79M | 2.01M | 1.91M | 1.69M | 1.65M | 1.59M | 1.54M | 1.48M | 1.42M | 1.32M | 1.29M | ||||||||||
| Goodwill | 6.78M | 6.78M | 6.78M | 6.78M | 6.78M | 6.78M | 6.78M | 6.78M | 6.78M | 6.78M | 6.78M | 6.78M | 6.78M | 6.78M | 6.78M | 6.78M | 6.78M | 6.78M | 6.78M | |||||||||||
| Intangibles | 7.15M | 7.66M | 8.44M | 9.87M | 9.24M | 9.14M | 9.45M | 9.79M | 8.58M | 9.02M | 12.23M | 12.42M | 13.71M | 12.63M | 12.94M | 12.60M | 12.96M | 12.65M | 14.31M | |||||||||||
| Goodwill & Intangibles | 13.93M | 14.44M | 15.21M | 16.64M | 16.01M | 15.92M | 16.22M | 16.56M | 15.35M | 15.80M | 19.00M | 19.19M | 20.49M | 19.41M | 19.72M | 19.37M | 19.74M | 19.42M | 21.08M | |||||||||||
| Other Real Estate OwnedOREO | 17.91M | 17.56M | 16.18M | 19.22M | 13.19M | 13.33M | 21.78M | 20.39M | 29.30M | 44.27M | 46.28M | 50.76M | 62.36M | 68.00M | 83.44M | 93.39M | 113.70M | 118.29M | 131.85M | 142.09M | ||||||||||
| Prepaid Assets | 1.63M | 1.84M | 2.03M | 2.15M | 2.71M | |||||||||||||||||||||||||
| Long-Term Deferred Tax | 17.03M | 16.60M | 16.48M | 15.20M | 4.34M | 5.03M | 2.54M | 1.88M | 0.71M | 2.34M | 1.58M | 1.14M | 14.50M | 13.61M | 11.05M | 12.49M | 16.63M | 22.71M | 18.46M | 19.85M | ||||||||||
| Other Assets | 6.84M | 6.82M | 7.35M | 11.04M | 18.45M | 13.53M | 12.27M | 7.79M | 7.03M | 5.25M | 5.47M | 9.57M | 6.31M | 5.67M | 5.30M | 11.99M | 7.53M | 9.45M | 6.03M | 8.72M | ||||||||||
| Assets | 2,457.16M | 2,812.48M | 3,109.72M | 3,332.74M | 3,647.37M | 3,748.98M | 3,837.09M | 3,951.15M | 4,117.31M | 4,404.57M | 4,628.22M | 4,873.39M | 5,202.47M | 5,527.41M | 5,971.53M | 6,475.88M | 6,958.68M | 7,381.51M | 7,591.44M | 7,963.13M | ||||||||||
| Liabilities | ||||||||||||||||||||||||||||||
| Borrowings | ||||||||||||||||||||||||||||||
| Non-Current Debt | 2,736.29M | 3,004.35M | 3,173.47M | 3,296.23M | 3,403.75M | 984.61M | 983.62M | |||||||||||||||||||||||
| Mortgages | 258.49M | 301.07M | 424.69M | 208.39M | 340.05M | 330.81M | 298.31M | 235.75M | 215.18M | 334.76M | 360.22M | 237.44M | 434.03M | 348.08M | 570.03M | 331.06M | 332.39M | 308.51M | 98.01M | 311.68M | ||||||||||
| Other Liabilities | ||||||||||||||||||||||||||||||
| Accounts Payables | 79.36M | 92.20M | 92.77M | 78.38M | 75.15M | 91.53M | 84.98M | 95.34M | 97.87M | 121.97M | 123.99M | 138.03M | 140.53M | 147.81M | 153.48M | 164.94M | 170.58M | 168.31M | 173.08M | 186.02M | ||||||||||
| Other Accumulated Expenses | 0.60M | 0.60M | 0.60M | 0.60M | 0.60M | 0.60M | 0.60M | 0.60M | 0.60M | 0.60M | 0.60M | 0.60M | ||||||||||||||||||
| Other Liabilities | 0.80M | 3.67M | 0.37M | 1.49M | 56.06M | 1.00M | 0.56M | 0.07M | ||||||||||||||||||||||
| Total Liabilities | 2,214.97M | 2,467.99M | 2,761.79M | 2,973.23M | 3,276.63M | 3,368.48M | 3,445.85M | 3,545.90M | 3,697.29M | 3,967.70M | 4,171.77M | 4,398.65M | 4,714.79M | 5,007.19M | 5,405.31M | 5,874.83M | 6,321.23M | 6,705.83M | 6,895.04M | 7,237.97M | ||||||||||
| Shareholder's Equity | ||||||||||||||||||||||||||||||
| Common Stock | 0.21M | 0.32M | 0.33M | 0.33M | 0.33M | 0.33M | 0.33M | 0.33M | 0.33M | 0.33M | 0.33M | 0.34M | 0.34M | 0.34M | 0.36M | 0.39M | 0.40M | 0.40M | 0.40M | 0.41M | ||||||||||
| Additional Paid-In CapitalAPIC | 205.92M | 296.36M | 297.03M | 297.84M | 298.77M | 300.31M | 301.31M | 303.21M | 304.91M | 306.74M | 308.26M | 311.32M | 313.09M | 322.95M | 353.45M | 368.53M | 379.40M | 382.56M | 385.25M | 390.98M | ||||||||||
| Retained Earnings | 36.07M | 44.42M | 47.54M | 58.19M | 68.17M | 76.63M | 87.28M | 99.47M | 111.55M | 128.91M | 146.16M | 160.94M | 176.74M | 197.33M | 216.21M | 242.21M | 267.58M | 302.38M | 324.74M | 349.91M | ||||||||||
| Accumulated Other Comprehensive IncomeAOCI | 0.91M | -1.21M | 0.79M | 1.60M | -2.66M | -0.81M | -1.80M | -3.21M | -2.92M | -2.60M | -2.31M | -2.27M | ||||||||||||||||||
| Treasury Stock | 0.46M | 0.46M | 0.46M | 0.46M | 1.29M | 1.29M | 1.29M | 1.32M | 2.60M | 2.87M | 2.87M | 2.87M | 5.03M | 10.02M | 10.20M | 10.20M | 14.74M | 17.48M | ||||||||||||
| Common Equity | 242.19M | 344.49M | 347.93M | 359.51M | 370.73M | 380.50M | 391.24M | 405.24M | 420.02M | 436.87M | 456.45M | 474.75M | 487.69M | 520.22M | 566.22M | 601.05M | 637.46M | 675.69M | 696.40M | 725.16M | ||||||||||
| Minority Interest | 90.00M | 3.38M | 3.49M | 3.62M | 3.92M | 3.69M | 3.62M | 3.54M | 3.62M | 3.43M | 3.51M | 3.42M | 3.05M | 3.27M | 3.03M | 3.16M | 3.20M | 3.15M | 3.06M | 3.63M | ||||||||||
| Liabilities and Shareholders Equity | 2,457.16M | 2,812.48M | 3,109.72M | 3,332.74M | 3,647.37M | 3,748.98M | 3,837.09M | 3,951.15M | 4,117.31M | 4,404.57M | 4,628.22M | 4,873.39M | 5,202.47M | 5,527.41M | 5,971.53M | 6,475.88M | 6,958.68M | 7,381.51M | 7,591.44M | 7,963.13M | ||||||||||
| Additional items | ||||||||||||||||||||||||||||||
| Total Debt | 258.49M | 301.07M | 424.69M | 208.39M | 340.05M | 3,067.10M | 298.31M | 3,240.10M | 3,388.65M | 3,630.98M | 3,763.97M | 237.44M | 434.03M | 348.08M | 570.03M | 331.06M | 332.39M | 308.51M | 1,082.62M | 1,295.30M | ||||||||||
| Treasury Shares | 0.03M | 0.03M | 0.03M | -0.03M | 0.12M | 0.12M | 0.12M | -0.12M | -0.20M | -0.22M | -0.22M | 0.22M | 0.33M | 0.60M | 0.61M | 0.61M | 0.84M | 0.99M |
Pull Velocity Financial's standardized financial statements into your own models, spreadsheets and apps with the Business Quant Financial Statements API. The request below follows the statement, frequency and period selected above. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/statements?ticker=VEL&statement=BS&frequency=Quarter&period=all&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/statements"
params = {"ticker": "VEL", "statement": "BS", "frequency": "Quarter", "period": "all", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/statements?ticker=VEL&statement=BS&frequency=Quarter&period=all&api_key=YOUR_API_KEY");
const data = await res.json();