Equitable Holdings (EQH) Invested Capital (2017 - 2026)
Equitable Holdings (EQH) reported Invested Capital of $4.7 billion for Q2 2026, down 32.3% from $6.94 billion a year earlier and down 17.6% from the prior quarter.
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Analysis
Equitable Holdings (EQH) Invested Capital (2017 - 2026) Analysis & Trends
For FY2025, Equitable Holdings posted Invested Capital of $5.33 billion, down 26.6% from FY2024.
- Invested Capital has a five-year compound annual growth rate of -21.2% (FY2020 to FY2025).
- By year, Invested Capital came in at $7.26 billion in FY2024 (-14.1%), $8.45 billion in FY2023 (+16.6%), $7.25 billion in FY2022 (-54.3%) and $15.85 billion in FY2021 (-9.4%).
- The Q2 2026 figure ranks as the lowest quarterly Invested Capital in data going back to Q4 2019.
- Year over year, Invested Capital has now declined in each of the last five quarters, with an average decline of 13.7% over the last eight quarters.
- The high point for year-over-year Invested Capital in five years was Q3 2024 (growth of 24.7%); the low point was Q3 2022 (a decline of 57.6%).
- Per Business Quant data, the three quarters before Q2 2026 came in at $5.7 billion (Q1 2026), $5.33 billion (Q4 2025) and $5.44 billion (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,178.60 Bn | -238.88 Bn | 55.86 Bn | 878.78 Bn |
| 2 | Chubb | 140.37 Bn | 92.42 Bn | 9.13 Bn | 99.39 Bn |
| 3 | Progressive | 133.48 Bn | 109.32 Bn | 9.04 Bn | 42.72 Bn |
| 4 | Marsh & Mclennan Companies | 94.69 Bn | 87.08 Bn | - | 35.44 Bn |
| 5 | Travelers Companies | 84.57 Bn | 60.82 Bn | 6.23 Bn | 42.19 Bn |
| 6 | Manulife Financial | 77.66 Bn | -16.05 Bn | - | 84.85 Bn |
| 7 | Arthur J. Gallagher | 69.43 Bn | 63.86 Bn | - | 37.22 Bn |
| 8 | Metlife | 66.04 Bn | -40.44 Bn | 7.82 Bn | 33.63 Bn |
| 9 | Allstate | 65.83 Bn | 27.08 Bn | 8.73 Bn | 41.19 Bn |
| 10 | Equitable Holdings | 15.03 Bn | -43.04 Bn | 1.22 Bn | 4.70 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 4.70 Bn |
| Mar 31, 2026 | 5.70 Bn |
| Dec 31, 2025 | 5.33 Bn |
| Sep 30, 2025 | 5.44 Bn |
| Jun 30, 2025 | 6.94 Bn |
| Mar 31, 2025 | 8.54 Bn |
| Dec 31, 2024 | 7.26 Bn |
| Sep 30, 2024 | 8.79 Bn |
| Jun 30, 2024 | 7.17 Bn |
| Mar 31, 2024 | 7.54 Bn |
| Dec 31, 2023 | 8.45 Bn |
| Sep 30, 2023 | 7.05 Bn |
| Jun 30, 2023 | 9.08 Bn |
| Mar 31, 2023 | 10.06 Bn |
| Dec 31, 2022 | 7.25 Bn |
| Sep 30, 2022 | 8.98 Bn |
| Jun 30, 2022 | 11.20 Bn |
| Mar 31, 2022 | 13.50 Bn |
| Dec 31, 2021 | 15.85 Bn |
| Sep 30, 2021 | 17.01 Bn |
API Access
Equitable Holdings Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=EQH&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "EQH", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=EQH&period=max&api_key=YOUR_API_KEY");
const data = await res.json();