Equitable Holdings (EQH-PA) Return on Equity (2017 - 2026)

Equitable Holdings (EQH-PA) recorded quarterly Return on Equity of 0.05% in Q1 2026, up 83.65% quarter-over-quarter from 0.28% in Q4 2025, and down 5.0% on a YoY basis from 0.05% in Q1 2025.

Equitable Holdings (EQH-PA) Return on Equity (2017 - 2026) Analysis & Trends

Equitable Holdings' Return on Equity history runs 10 years deep, the most recent figure standing at 0.05% for Q1 2026.

  • In Q1 2026, Return on Equity fell 5.0% year-over-year to 0.05%; the TTM figure through Mar 2026 stood at 0.05% (down 5.0% YoY), while the FY2025 annual figure was 0.01%, down 1.0% from the prior year.
  • Return on Equity was 0.05% for Q1 2026 at Equitable Holdings, up from 0.28% in the prior quarter.
  • In the past five years, Return on Equity ranged from a high of 0.01% in Q3 2022 to a low of 0.28% in Q4 2025.
  • Historically, Return on Equity has averaged 0.02% across 5 years, with a median of 0.0% in 2024.
  • The sharpest annual moves came in 2022 and 2025: Return on Equity gained 1 bps in 2022, then fell 28 bps in 2025.
  • A 5-year view of Return on Equity shows it stood at 0.01% in 2022, then retreated by 6 bps to 0.01% in 2023, then slipped by 23 bps to 0.0% in 2024, then plunged by 6638 bps to 0.28% in 2025, then soared by 84 bps to 0.05% in 2026.
  • The last three Return on Equity figures came in at 0.05% (Q1 2026), 0.28% (Q4 2025), and 0.0% (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) ROE (Qtr)
1 BlackRock 160.20 Bn 150.57 Bn - 0.00%
2 Blackstone 96.40 Bn 95.35 Bn - 0.00%
3 Kkr 85.87 Bn 133.39 Bn - 0.00%
4 Apollo Global Management 79.90 Bn 98.63 Bn 5.04 Bn 0.00%
5 State Street 46.62 Bn 20.95 Bn - -
6 Ameriprise Financial 42.78 Bn 42.65 Bn 4.57 Bn 0.01%
7 Northern Trust 32.35 Bn 32.35 Bn - 0.00%
8 Ares Management 30.25 Bn 33.62 Bn - 0.00%
9 Raymond James Financial 30.24 Bn 18.99 Bn - -
10 Equitable Holdings - - 3.83 Bn -0.05%

Historic Data

Download Data
DateValue
Mar 31, 2026 -0.05%
Dec 31, 2025 -0.28%
Sep 30, 2025 0.00%
Jun 30, 2025 0.00%
Mar 31, 2025 0.00%
Dec 31, 2024 0.00%
Sep 30, 2024 0.00%
Jun 30, 2024 0.00%
Mar 31, 2024 0.00%
Dec 31, 2023 0.01%
Sep 30, 2023 0.01%
Jun 30, 2023 0.00%
Mar 31, 2023 0.00%
Dec 31, 2022 0.01%
Sep 30, 2022 0.01%
Jun 30, 2022 0.01%
Mar 31, 2022 0.00%
Dec 31, 2021 0.00%
Sep 30, 2021 0.00%
Jun 30, 2021 0.00%