Discontinued — last reported Q1 '18
Moody's Equity Securities Without Readily Determinable Fair Value - Cumulative Downward Adjustments decreased by 0.3% to $349.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 3.3%, from $338.00M to $349.00M. Over 5 years (FY 2020 to FY 2025), Equity Securities Without Readily Determinable Fair Value - Cumulative Downward Adjustments shows an upward trend with a 85.3% CAGR. This is a positive signal — lower values indicate better performance for this metric.
An increase indicates deteriorating performance or valuation write-downs in the private equity or venture portfolio.
The cumulative amount of downward fair value adjustments recognized for equity securities that lack a readily determinab...
Standard for firms with significant private equity or venture capital exposure.
equity_securities_no_fv_downward_adj| 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 | $318.00M | $318.00M | $320.00M | $321.00M | $325.00M | $325.00M | $325.00M | $325.00M | $327.00M | $327.00M | $327.00M | $327.00M | $328.00M | $338.00M | $342.00M | $350.00M | $350.00M | $349.00M |
| QoQ Change | — | +0.0% | +0.6% | +0.3% | +1.2% | +0.0% | +0.0% | +0.0% | +0.6% | +0.0% | +0.0% | +0.0% | +0.3% | +3.0% | +1.2% | +2.3% | +0.0% | -0.3% |
| YoY Change | — | — | — | — | +2.2% | +2.2% | +1.6% | +1.2% | +0.6% | +0.6% | +0.6% | +0.6% | +0.3% | +3.4% | +4.6% | +7.0% | +6.7% | +3.3% |