Merck & Co. Equity Securities Without Readily Determinable Fair Value - Cumulative Upward Adjustments increased by 9.6% to $320.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 3.6%, from $309.00M to $320.00M. Over 5 years (FY 2020 to FY 2025), Equity Securities Without Readily Determinable Fair Value - Cumulative Upward Adjustments shows an upward trend with a 11.6% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
An increase indicates that the company's private investment portfolio is appreciating in value based on market signals.
This reflects the cumulative positive adjustments to the carrying value of equity investments that lack a readily determ...
Specific to companies with venture capital or strategic investment arms.
equity_securities_no_fv_upward_adj| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $244.00M | $229.00M | $234.00M | $248.00M | $254.00M | $255.00M | $289.00M | $287.00M | $287.00M | $296.00M | $299.00M | $297.00M | $355.00M | $302.00M | $309.00M | $309.00M | $307.00M | $293.00M | $292.00M | $320.00M |
| QoQ Change | — | -6.1% | +2.2% | +6.0% | +2.4% | +0.4% | +13.3% | -0.7% | +0.0% | +3.1% | +1.0% | -0.7% | +19.5% | -14.9% | +2.3% | +0.0% | -0.6% | -4.6% | -0.3% | +9.6% |
| YoY Change | — | — | — | — | +4.1% | +11.4% | +23.5% | +15.7% | +13.0% | +16.1% | +3.5% | +3.5% | +23.7% | +2.0% | +3.3% | +4.0% | -13.5% | -3.0% | -5.5% | +3.6% |