What is Medtronic's unrealized losses on investments (before tax)?

Medtronic (MDT) reported unrealized losses on investments (before tax) of $55.00M in Q4 2025.

How has Medtronic's unrealized losses on investments (before tax) changed year-over-year?

Medtronic's unrealized losses on investments (before tax) decreased by 59.0% year-over-year, from $134.00M to $55.00M.

What is the long-term trend for Medtronic's unrealized losses on investments (before tax)?

Over 4 years (2021 to 2025), Medtronic's unrealized losses on investments (before tax) has grown at a 24.2% compound annual growth rate (CAGR), from $42.00M to $100.00M.

What does unrealized losses on investments (before tax) mean?

The total amount of loss on investments that the firm still holds and has not yet sold.

Equity

Unrealized Losses on Investments (Before Tax)

Medtronic Unrealized Losses on Investments (Before Tax) decreased by 3.5% to $55.00M in Q4 2025 compared to the prior quarter. Year-over-year, this metric declined by 59.0%, from $134.00M to $55.00M. Over 4 years (FY 2021 to FY 2025), Unrealized Losses on Investments (Before Tax) shows an upward trend with a 24.2% CAGR. This is a positive signal — lower values indicate better performance for this metric.

Analysis

StatementBalance Sheet Statement

SectionEquity

CategoryRisk

SignalLower is better

VolatilityModerate

First reportedQ3 2018

Last reportedQ4 2025

How to read this metric

An increase suggests declining market value of the firm's investment holdings, which may negatively impact book value and regulatory capital.

Detailed definition

This metric tracks the total unrealized losses on investment securities, primarily available-for-sale assets, before acc...

Peer comparison

Standard disclosure for financial institutions to show the impact of market volatility on investment portfolios.

Metric ID: unrealized_losses_on_investments

Historical Data

19 periods

	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
Value	$35.00M	$49.00M	$79.00M	$245.00M	$269.00M	$460.00M	$338.00M	$305.00M	$326.00M	$347.00M	$228.00M	$252.00M	$174.00M	$138.00M	$134.00M	$100.00M	$84.00M	$57.00M	$55.00M
QoQ Change	—	+40.0%	+61.2%	+210.1%	+9.8%	+71.0%	-26.5%	-9.8%	+6.9%	+6.4%	-34.3%	+10.5%	-31.0%	-20.7%	-2.9%	-25.4%	-16.0%	-32.1%	-3.5%
YoY Change	—	—	—	—	+668.6%	+838.8%	+327.8%	+24.5%	+21.2%	-24.6%	-32.5%	-17.4%	-46.6%	-60.2%	-41.2%	-60.3%	-51.7%	-58.7%	-59.0%

Range$35.00M – $460.00M

CAGR+10.6%

Avg YoY Growth+95.2%

Median YoY Growth-32.5%

Current Streak7 quarters decline

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Frequently Asked Questions

What is Medtronic's unrealized losses on investments (before tax)?: Medtronic (MDT) reported unrealized losses on investments (before tax) of $55.00M in Q4 2025.
How has Medtronic's unrealized losses on investments (before tax) changed year-over-year?: Medtronic's unrealized losses on investments (before tax) decreased by 59.0% year-over-year, from $134.00M to $55.00M.
What is the long-term trend for Medtronic's unrealized losses on investments (before tax)?: Over 4 years (2021 to 2025), Medtronic's unrealized losses on investments (before tax) has grown at a 24.2% compound annual growth rate (CAGR), from $42.00M to $100.00M.
What does unrealized losses on investments (before tax) mean?: The total amount of loss on investments that the firm still holds and has not yet sold.