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| Date | Value |
|---|---|
| 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 |