Equitable Holdings (EQH-PA) Short-term Investments (2017 - 2026)

Equitable Holdings (EQH-PA) recorded quarterly Short-term Investments of $347.0 million in Q1 2026, up 21.33% quarter-over-quarter from $286.0 million in Q4 2025, and down 49.56% on a YoY basis from $688.0 million in Q1 2025.

Equitable Holdings (EQH-PA) Short-term Investments (2017 - 2026) Analysis & Trends

Equitable Holdings' Short-term Investments history runs 10 years deep, the most recent figure standing at $347.0 million for Q1 2026.

  • In Q1 2026, Short-term Investments fell 49.56% year-over-year to $347.0 million; the TTM figure through Mar 2026 stood at $347.0 million (down 49.56% YoY), while the FY2025 annual figure was $286.0 million, down 33.95% from the prior year.
  • Short-term Investments was $347.0 million for Q1 2026 at Equitable Holdings, up from $286.0 million in the prior quarter.
  • In the past five years, Short-term Investments ranged from a high of $1.6 billion in Q3 2025 to a low of $52.0 million in Q3 2022.
  • Historically, Short-term Investments has averaged $402.7 million across 5 years, with a median of $330.0 million in 2022.
  • The sharpest annual moves came in 2022 and 2024: Short-term Investments tumbled 93.12% in 2022, then surged 609.84% in 2024.
  • A 5-year view of Short-term Investments shows it stood at $55.0 million in 2022, then grew by 10.91% to $61.0 million in 2023, then soared by 609.84% to $433.0 million in 2024, then tumbled by 33.95% to $286.0 million in 2025, then gained by 21.33% to $347.0 million in 2026.
  • The last three Short-term Investments figures came in at $347.0 million (Q1 2026), $286.0 million (Q4 2025), and $1.6 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 BlackRock 160.20 Bn 150.57 Bn -
2 Blackstone 96.40 Bn 95.35 Bn -
3 Kkr 85.87 Bn 133.39 Bn -
4 Apollo Global Management 79.90 Bn 98.63 Bn 5.04 Bn
5 State Street 46.62 Bn 20.95 Bn -
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 Raymond James Financial 30.24 Bn 18.99 Bn -
10 Equitable Holdings - - 3.83 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 347.00 Mn
Dec 31, 2025 286.00 Mn
Sep 30, 2025 1.60 Bn
Jun 30, 2025 127.00 Mn
Mar 31, 2025 688.00 Mn
Dec 31, 2024 433.00 Mn
Sep 30, 2024 432.00 Mn
Jun 30, 2024 57.00 Mn
Mar 31, 2024 886.00 Mn
Dec 31, 2023 61.00 Mn
Sep 30, 2023 70.00 Mn
Jun 30, 2023 56.00 Mn
Mar 31, 2023 828.00 Mn
Dec 31, 2022 55.00 Mn
Sep 30, 2022 52.00 Mn
Jun 30, 2022 538.00 Mn
Mar 31, 2022 330.00 Mn
Dec 31, 2021 226.00 Mn
Sep 30, 2021 213.00 Mn
Jun 30, 2021 1.00 Bn