Non-Current Assets

Equity Securities Without Readily Determinable Fair Value - Cumulative Downward Adjustments

International Business Machines Equity Securities Without Readily Determinable Fair Value - Cumulative Downward Adjustments increased by 41.7% to $221.00M in Q4 2025 compared to the prior quarter. Over 3 years (FY 2022 to FY 2025), Equity Securities Without Readily Determinable Fair Value - Cumulative Downward Adjustments shows an upward trend with a 51.9% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.

Analysis

StatementBalance Sheet Statement
SectionNon-Current Assets
CategoryRisk
SignalLower is better
VolatilityModerate
First reportedQ4 2022
Last reportedQ4 2025Feb 24, 2026

How to read this metric

An increase suggests declining value or impairment in the bank's private equity or strategic investment portfolio.

Detailed definition

This metric represents the cumulative impairment losses recognized on equity investments that lack a readily determinabl...

Peer comparison

Commonly reported by large financial institutions with significant venture capital or strategic investment arms.

Metric ID: equity_securities_no_fv_downward_adj

Historical Data

4 periods
 Q4 '22Q4 '23Q4 '24Q4 '25
Value$63.00M$131.00M$156.00M$221.00M
QoQ Change+107.9%+19.1%+41.7%
YoY Change+107.9%+19.1%+41.7%
Range$63.00M$221.00M
Avg YoY Growth+56.2%
Median YoY Growth+41.7%
Current Streak3+ quarters growth

Equity Securities Without Readily Determinable Fair Value - Cumulative Downward Adjustments at Other Companies

Frequently Asked Questions

What is International Business Machines's equity securities without readily determinable fair value - cumulative downward adjustments?
International Business Machines (IBM) reported equity securities without readily determinable fair value - cumulative downward adjustments of $221.00M in Q4 2025.
What is the long-term trend for International Business Machines's equity securities without readily determinable fair value - cumulative downward adjustments?
Over 3 years (2022 to 2025), International Business Machines's equity securities without readily determinable fair value - cumulative downward adjustments has grown at a 51.9% compound annual growth rate (CAGR), from $63.00M to $221.00M.
What does equity securities without readily determinable fair value - cumulative downward adjustments mean?
The total amount of value lost on private or hard-to-value equity investments due to downward price adjustments.