First Merchants Corporation Depository Shares (FRMEP) — Strategic Asset Allocation Index

Latest as of March 2026: 123.8%

First Merchants Corporation Depository Shares (FRMEP) has a Strategic Asset Allocation Index of 123.8% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $3.31 Billion) total $3.31 Billion, measured against net assets of $2.67 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See First Merchants Corporation Depository S balance sheet quality to measure how much of total assets are equity-financed.

SAAI

123.8%
Strategic Assets / Net Assets

Strategic Assets

$3.31 Billion
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$2.67 Billion
USD

First Merchants Corporation Depository Shares Strategic Asset Allocation Index (2018–2025)

This chart shows how First Merchants Corporation Depository Shares's Strategic Asset Allocation Index has evolved across 8 annual periods from 2018 to 2025. As of March 2026, the index stands at 123.8%, representing strategic assets of $3.31 Billion against net assets of $2.67 Billion USD. For live market cap and overall valuation, see market cap of First Merchants Corporation Depository S.

Annual Strategic Asset Allocation Index for First Merchants Corporation Depository Shares (2018–2025)

The table below presents the year-by-year Strategic Asset Allocation Index for First Merchants Corporation Depository Shares from 2018 to 2025, covering 8 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. See shareholders equity of First Merchants Corporation Depository S for net asset value and shareholders' equity analysis.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2025 137.0% $3.38 Billion $- $3.38 Billion $2.47 Billion ▼ -13.2 pp
2024 150.1% $3.46 Billion $- $3.46 Billion $2.30 Billion ▼ -19.4 pp
2023 169.6% $3.81 Billion $- $3.81 Billion $2.25 Billion ▼ -46.9 pp
2022 216.5% $4.40 Billion $140.74 Million $4.26 Billion $2.03 Billion ▼ -26.6 pp
2021 243.0% $4.65 Billion $123.47 Million $4.52 Billion $1.91 Billion ▲ +68.3 pp
2020 174.7% $3.28 Billion $129.31 Million $3.15 Billion $1.88 Billion ▲ +21.9 pp
2019 152.8% $2.73 Billion $133.80 Million $2.60 Billion $1.79 Billion ▲ +30.2 pp
2018 122.6% $1.73 Billion $93.42 Million $1.63 Billion $1.41 Billion
pp = percentage points