Equitable Holdings (EQH-PA) Non Operating Investment Income (2017 - 2019)

Equitable Holdings (EQH-PA) recorded quarterly Non Operating Investment Income of $30.0 million in Q4 2019, down 84.92% quarter-over-quarter from $199.0 million in Q3 2019, and up 122.9% on a YoY basis from $13.5 million in Q4 2018.

Equitable Holdings (EQH-PA) Non Operating Investment Income (2017 - 2019) Analysis & Trends

Equitable Holdings' Non Operating Investment Income history runs 3 years deep, the most recent figure standing at $30.0 million for Q4 2019.

  • In Q4 2019, Non Operating Investment Income rose 122.9% year-over-year to $30.0 million; the TTM figure through Dec 2019 stood at $206.0 million (up 339.53% YoY), while the FY2019 annual figure was $206.0 million, up 339.53% from the prior year.
  • Non Operating Investment Income was $30.0 million for Q4 2019 at Equitable Holdings, down from $199.0 million in the prior quarter.
  • In the past five years, Non Operating Investment Income ranged from a high of $199.0 million in Q3 2019 to a low of -$159.0 million in Q4 2017.
  • Historically, Non Operating Investment Income has averaged -$5.9 million across 3 years, with a median of -$12.0 million in 2017.
  • The sharpest annual moves came in 2018 and 2019: Non Operating Investment Income sank 650.0% in 2018, then surged 668.57% in 2019.
  • A 3-year view of Non Operating Investment Income shows it stood at -$159.0 million in 2017, then gained by 17.61% to -$131.0 million in 2018, then surged by 122.9% to $30.0 million in 2019.
  • The last three Non Operating Investment Income figures came in at $30.0 million (Q4 2019), $199.0 million (Q3 2019), and -$12.0 million (Q2 2019), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Non Operating Investment Income (Qtr)
1 BlackRock 160.20 Bn 150.57 Bn - 72.00 Mn
2 Blackstone 96.40 Bn 95.35 Bn - 1.14 Bn
3 Kkr 85.87 Bn 133.39 Bn - -652.70 Mn
4 Apollo Global Management 79.90 Bn 98.63 Bn 5.04 Bn -15.00 Mn
5 State Street 46.62 Bn 20.95 Bn - 1.00 Mn
6 Ameriprise Financial 42.78 Bn 42.65 Bn 4.57 Bn -
7 Northern Trust 32.35 Bn 32.35 Bn - -
8 Ares Management 30.25 Bn 33.62 Bn - -9.78 Mn
9 Raymond James Financial 30.24 Bn 18.99 Bn - -
10 Equitable Holdings - - 3.83 Bn -

Historic Data

Download Data
DateValue
Dec 31, 2019 30.00 Mn
Dec 31, 2019 30.00 Mn
Sep 30, 2019 199.00 Mn
Sep 30, 2019 199.00 Mn
Jun 30, 2019 -12.00 Mn
Jun 30, 2019 -12.00 Mn
Mar 31, 2019 -11.00 Mn
Mar 31, 2019 -11.00 Mn
Dec 31, 2018 -131.00 Mn
Dec 31, 2018 -131.00 Mn
Sep 30, 2018 -35.00 Mn
Sep 30, 2018 -35.00 Mn
Jun 30, 2018 -22.00 Mn
Jun 30, 2018 -22.00 Mn
Mar 31, 2018 102.00 Mn
Mar 31, 2018 102.00 Mn
Dec 31, 2017 -159.00 Mn
Dec 31, 2017 -159.00 Mn
Sep 30, 2017 -12.00 Mn
Sep 30, 2017 -12.00 Mn