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

52.75 0.16 −0.30%
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 equity

Alert me on Return on equity

Equitable Holdings, Inc.'s return on equity over the twelve months to 30 September 2026 was −406.7%, down 282.2 percentage points from fiscal 2025 (−124.6%). Over the past ten years it has ranged from −124.6% (fiscal 2025) to 54.6% (fiscal 2023) — the current reading is the lowest in ten years. That is below the Asset Management industry median of 4.57% and below the Financial sector median of 9.01%.

Return on equity, annual

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Annual newest first

Period Return on equity Change (points)
FY2025 −124.6% (175.16)
FY2024 50.6% (4.01)
FY2023 54.6% 23.00
FY2022 31.6% 19.40
FY2021 12.2% 16.87
FY2020 −4.65% 7.23
FY2019 −11.9% (23.49)
FY2018 11.6% 11.61
FY2017 0.00% 0.00
FY2016 0.00% —

Against its own ten years

Low −124.6% High 54.6%
Ten-year median 5.81%
Current reading's percentile 10

Return on equity against peers

Company Return on equity
SEIC SEI Investments Company compare 28.7%
CRBG Corebridge Financial, Inc. compare 20.6%
TPG TPG Inc. compare 6.94%
ARCC Ares Capital Corporation compare 6.19%
BEN Franklin Resources Inc compare 5.84%
CG Carlyle Group Inc. compare 5.22%
OWL Blue Owl Capital Inc. compare 1.63%
IVZ Invesco Ltd. compare −2.81%
EQH Equitable Holdings, Inc. −406.7%
Asset Management industry median 4.57%
Financial sector median 9.01%
Market median 0.51%

What Return on equity is

ROE shows how much profit a company earns for its shareholders on the equity they have in the business.

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

The full definition of Return on equity →

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