Equitable Holdings, Inc.

EQH Financial Asset Management

Equitable Holdings, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $11.7 billion, down 6.12% from fiscal 2024.

Revenue
+167.7%
EPS
+197.8%
Free cash flow
+385.7%
Total debt
+15.1%

Quarter to September 2026, against a year earlier

52.60 0.31 −0.59%
Market cap
$14.2B
P/E
9.5×
Fwd P/E
15.9×
Dividend yield
2.15%
F-score
4/9
Altman Z
n/a
Beneish M
n/a
Dividend safety
n/a

Equitable Holdings, Inc. (EQH) Return on assets

Alert me on Return on assets

Equitable Holdings, Inc.'s return on assets over the twelve months to 30 September 2026 was 0.45%, up 0.9 percentage points from fiscal 2025 (−0.47%). Over the past ten years it has ranged from −0.75% (fiscal 2019) to 0.81% (fiscal 2018); the current reading is higher than 20% of that period. That is below the Asset Management industry median of 1.40% and below the Financial sector median of 1.15%.

Return on assets, annual

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Annual newest first

Period Return on assets Change (points)
FY2025 −0.47% (0.89)
FY2024 0.42% (0.03)
FY2023 0.45% (0.31)
FY2022 0.76% 0.17
FY2021 0.59% 0.86
FY2020 −0.27% 0.48
FY2019 −0.75% (1.56)
FY2018 0.81% 0.10
FY2017 0.71% 0.71
FY2016 0.00% —

Against its own ten years

Low −0.75% High 0.81%
Ten-year median 0.44%
Current reading's percentile 20

Return on assets against peers

Company Return on assets
SEIC SEI Investments Company compare 22.6%
ARCC Ares Capital Corporation compare 2.85%
BEN Franklin Resources Inc compare 2.21%
TPG TPG Inc. compare 1.94%
CG Carlyle Group Inc. compare 1.37%
OWL Blue Owl Capital Inc. compare 0.77%
CRBG Corebridge Financial, Inc. compare 0.54%
EQH Equitable Holdings, Inc. 0.45%
IVZ Invesco Ltd. compare −1.13%
Asset Management industry median 1.40%
Financial sector median 1.15%
Market median 0.00%

What Return on assets is

ROA tells an investor how much profit a company earns for shareholders from the assets it uses to run its business.

Annual: Net Income Allotted to Shareholders ÷ Average Assets; TTM: Net Income Allotted to Shareholders ÷ Average Assets (latest quarter)

The full definition of Return on assets →

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