Equitable Holdings (EQH-PC) Return on Invested Capital (2017 - 2026)

Equitable Holdings' Return on Invested Capital history runs 10 years deep, the most recent figure standing at 0.21% for Q1 2026.

• In Q1 2026, Return on Invested Capital fell 17.0% year-over-year to 0.21%; the TTM figure through Mar 2026 stood at 0.21% (down 17.0% YoY), while the FY2025 annual figure was 0.02%, up 1.0% from the prior year.
• Return on Invested Capital was 0.21% for Q1 2026 at Equitable Holdings, up from 1.38% in the prior quarter.
• In the past five years, Return on Invested Capital ranged from a high of 0.03% in Q3 2023 to a low of 1.38% in Q4 2025.
• Historically, Return on Invested Capital has averaged 0.11% across 5 years, with a median of 0.01% in 2024.
• The sharpest annual moves came in 2023 and 2025: Return on Invested Capital increased 4 bps in 2023, then slumped 135 bps in 2025.
• A 5-year view of Return on Invested Capital shows it stood at 0.0% in 2022, then slumped by 243 bps to 0.0% in 2023, then plunged by 550 bps to 0.03% in 2024, then tumbled by 4268 bps to 1.38% in 2025, then surged by 85 bps to 0.21% in 2026.
• The last three Return on Invested Capital figures came in at 0.21% (Q1 2026), 1.38% (Q4 2025), and 0.14% (Q3 2025), per Business Quant data.