Equitable Holdings (EQH-PA) Retained Earnings (2017 - 2026)

Equitable Holdings (EQH-PA) recorded quarterly Retained Earnings of -$6.3 billion in Q1 2026, little changed quarter-over-quarter from -$6.3 billion in Q4 2025, and down 160.3% on a YoY basis from $10.4 billion in Q1 2025.

Equitable Holdings (EQH-PA) Retained Earnings (2017 - 2026) Analysis & Trends

Equitable Holdings' Retained Earnings history runs 10 years deep, the most recent figure standing at -$6.3 billion for Q1 2026.

  • In Q1 2026, Retained Earnings fell 160.3% year-over-year to -$6.3 billion; the TTM figure through Mar 2026 stood at -$6.3 billion (down 160.3% YoY), while the FY2025 annual figure was -$6.3 billion, up 27.92% from the prior year.
  • Retained Earnings was -$6.3 billion for Q1 2026 at Equitable Holdings, roughly flat from -$6.3 billion in the prior quarter.
  • In the past five years, Retained Earnings ranged from a high of $10.4 billion in Q1 2025 to a low of -$9.8 billion in Q3 2023.
  • Historically, Retained Earnings has averaged -$2.2 billion across 5 years, with a median of -$6.3 billion in 2026.
  • Biggest YoY gain for Retained Earnings was 390.27% in 2022; the steepest drop was 188.92% in 2022.
  • A 5-year view of Retained Earnings shows it stood at $9.8 billion in 2022, then slumped by 179.36% to -$7.8 billion in 2023, then declined by 11.74% to -$8.7 billion in 2024, then grew by 27.92% to -$6.3 billion in 2025, then fell by 0.32% to -$6.3 billion in 2026.
  • The last three Retained Earnings figures came in at -$6.3 billion (Q1 2026), -$6.3 billion (Q4 2025), and -$6.2 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Retained Earnings (Qtr)
1 BlackRock 160.20 Bn 150.57 Bn - 39.18 Bn
2 Blackstone 96.40 Bn 95.35 Bn - -15.77 Mn
3 Kkr 85.87 Bn 133.39 Bn - 14.08 Bn
4 Apollo Global Management 79.90 Bn 98.63 Bn 5.04 Bn 5.16 Bn
5 State Street 46.62 Bn 20.95 Bn - -
6 Ameriprise Financial 42.78 Bn 42.65 Bn 4.57 Bn 28.43 Bn
7 Northern Trust 32.35 Bn 32.35 Bn - 17.07 Bn
8 Ares Management 30.25 Bn 33.62 Bn - -1.66 Bn
9 Raymond James Financial 30.24 Bn 18.99 Bn - 14.49 Bn
10 Equitable Holdings - - 3.83 Bn -6.30 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 -6.30 Bn
Dec 31, 2025 -6.28 Bn
Sep 30, 2025 -6.19 Bn
Jun 30, 2025 9.87 Bn
Mar 31, 2025 10.45 Bn
Dec 31, 2024 -8.71 Bn
Sep 30, 2024 -6.60 Bn
Jun 30, 2024 10.30 Bn
Mar 31, 2024 -8.19 Bn
Dec 31, 2023 -7.80 Bn
Sep 30, 2023 -9.80 Bn
Jun 30, 2023 -7.14 Bn
Mar 31, 2023 -6.52 Bn
Dec 31, 2022 9.83 Bn
Sep 30, 2022 -7.88 Bn
Jun 30, 2022 -5.55 Bn
Mar 31, 2022 9.31 Bn
Dec 31, 2021 2.00 Bn
Sep 30, 2021 8.86 Bn
Jun 30, 2021 8.74 Bn