Income StatementIntermediate📖 8 min read

Gain on Sale of Security

The Profit Realized from Disposing of Investment Securities

Nature
Non-operating, generally non-recurring gain
Calculation
Sale Proceeds − Carrying Value of Security
Common Securities
Stocks, bonds, mutual funds, derivatives
Classification
Other non-operating income or special items

Gain on Sale of Security occurs when a company sells an investment security—such as stocks, bonds, or other marketable debt/equity instruments—for a price higher than its carrying (book) value on the balance sheet. This gain is recognized in the period of sale and is classified as a non-operating item because it stems from investment management decisions rather than core business operations. While it boosts reported earnings and often generates cash, it is typically non-recurring and excluded from normalized or core earnings metrics used for valuation and performance assessment.

Table of Contents

What is Gain on Sale of Security?

A gain on sale of security is realized when an investment security is sold for more than its adjusted carrying value. The carrying value reflects the original cost adjusted for amortization (for debt securities), impairments, or other accounting adjustments.

Under US GAAP (ASC 320 for debt/equity securities) and IFRS (IFRS 9), gains are recognized upon sale or transfer. Classification depends on the portfolio: trading securities mark-to-market through earnings regularly, while available-for-sale (AFS) or held-to-maturity (HTM) recognize gains only on sale.

This gain is distinct from recurring interest income or dividend income and from equity method earnings (ongoing share of investee profits).

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Common for companies with treasury operations, insurance firms, or cash-rich entities managing investment portfolios.

How Gain on Sale of Security is Calculated

The basic formula is:

Core Formula
GainonSale=SaleProceeds(netoftransactioncosts)AdjustedCarryingValueGain on Sale = Sale Proceeds (net of transaction costs) − Adjusted Carrying Value

Carrying Value Adjustments

  • Debt securities: Cost ± amortization of premium/discount ± impairments
  • Equity securities (pre-ASU 2016-01): Cost basis or lower of cost or market
  • Post-ASU 2016-01 equity: Fair value through earnings (unrealized gains already in income)
  • Include accrued interest if sold between coupon dates

Tip: For trading securities, most 'gains' are unrealized mark-to-market adjustments, not sale-specific.

Examples of Gain on Sale of Security

Scenarios illustrate recognition and impact.

Example 1: Equity Security Sale

Company holds 100,000 shares bought at $20 ($2M cost). Sold at $35/share = $3.5M proceeds. No prior impairments. Gain on Sale = $3.5M − $2M = +$1.5M (pre-tax non-operating gain).

Example 2: Bond Sale (Premium)

Corporate bond bought at $1.05M (face $1M, premium $50K amortized to $30K remaining). Carrying value: $1.03M. Sold for $1.1M. Gain on Sale = $1.1M − $1.03M = +$70K.

Example 3: Loss Scenario

Stock portfolio carrying $5M sold for $4.2M. Loss = $4.2M − $5M = −$800K (reported similarly as charge).

Large gains often from portfolio rebalancing or opportunistic sales in bull markets.

Presentation in the Income Statement

Gains are typically reported as:

Common Locations

  • Other Non-Operating Income/Expenses
  • Gain/Loss on Investments or Investment Income
  • Special Income Charges (if material and unusual)

Pre-tax; tax expense calculated separately. Contributes to Total Unusual Items in normalized reconciliations.

Importance in Financial Analysis

Analysts treat security sale gains carefully because: - Non-recurring—exclude from normalized EBITDA/EPS - Cash generative—improves liquidity - Can mask operating weakness if relied upon repeatedly - Reflect investment acumen or market timing

Cash-rich firms (e.g., Berkshire Hathaway, tech giants) may generate meaningful gains from active portfolio management.

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Warning: Frequent gains may indicate a 'trading' mindset rather than long-term holding—assess alongside unrealized portfolio values.

In valuation, remove from historical earnings to focus on sustainable operational cash flows.

Key Takeaways

1

Gain on Sale of Security is the profit from selling investments above carrying value.

2

Recognized pre-tax in non-operating income upon disposal.

3

Typically non-recurring and excluded from core/normalized earnings.

4

Generates cash but does not reflect ongoing business performance.

5

Monitor size and frequency to distinguish strategic gains from potential earnings supplementation.

Related Terms

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