Equitable Holdings EQH
NYSE EQH
$53.97 -0.05 (-0.09%)
At close: Sep 18, 2026 · 4:00 PM EDT

Equitable Holdings (EQH) Invested Capital (2017 - 2026)

Equitable Holdings (EQH) posted Invested Capital of $4.7 billion for Q2 2026, down 17.55% on a QoQ basis from $5.7 billion in Q1 2026, and down 32.29% year-over-year from $6.9 billion in Q2 2025.

Analysis

Equitable Holdings (EQH) Invested Capital (2017 - 2026) Analysis & Trends

Equitable Holdings has reported Invested Capital for 10 years, with the latest figure at $4.7 billion in Q2 2026.

  • On a quarterly basis, Invested Capital fell 32.29% year-over-year to $4.7 billion in Q2 2026; TTM through Jun 2026 was $4.7 billion, a 32.29% decrease from a year earlier, with the FY2025 full-year figure at $5.4 billion, down 26.25% from the prior year.
  • Invested Capital was $4.7 billion for Q2 2026 at Equitable Holdings, down from $5.7 billion in the prior quarter.
  • The five-year high for Invested Capital was $10.8 billion in Q1 2023, with the low at $4.7 billion in Q2 2026.
  • Average Invested Capital over 5 years is $7.6 billion, with a median of $7.4 billion recorded in 2024.
  • The sharpest annual moves came in 2022 and 2024: Invested Capital tumbled 57.6% in 2022, then climbed 24.71% in 2024.
  • Over 5 years, Invested Capital stood at $8.0 billion in 2022, then grew by 8.68% to $8.7 billion in 2023, then fell by 16.63% to $7.3 billion in 2024, then decreased by 26.25% to $5.4 billion in 2025, then fell by 12.22% to $4.7 billion in 2026.
  • The last three Invested Capital figures came in at $4.7 billion (Q2 2026), $5.7 billion (Q1 2026), and $5.4 billion (Q4 2025), per Business Quant data.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Manulife Financial 75.56 Bn 76.77 Bn - 51.93 Bn
2 Metlife 61.89 Bn 34.88 Bn 7.82 Bn 33.81 Bn
3 Sun Life Financial 45.01 Bn 40.41 Bn - 27.72 Bn
4 Globe Life 16.00 Bn 15.24 Bn 801.48 Mn 9.38 Bn
5 Equitable Holdings 14.74 Bn -2.55 Bn 1.22 Bn 4.70 Bn
6 Brookfield Wealth Solutions 12.45 Bn 11.71 Mn 1.92 Bn 19.01 Bn
7 Corebridge Financial 9.60 Bn -296.03 Bn 2.79 Bn -
8 Jackson Financial 9.04 Bn 3.56 Bn - 13.33 Bn
9 Primerica 8.98 Bn 8.35 Bn 717.74 Mn 3.68 Bn
10 Lincoln National 8.08 Bn -3.60 Bn 2.62 Bn 18.61 Bn
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 4.70 Bn
Mar 31, 2026 5.70 Bn
Dec 31, 2025 5.35 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 8.70 Bn
Sep 30, 2023 7.05 Bn
Jun 30, 2023 9.08 Bn
Mar 31, 2023 10.81 Bn
Dec 31, 2022 8.01 Bn
Sep 30, 2022 6.09 Bn
Jun 30, 2022 8.31 Bn
Mar 31, 2022 10.66 Bn
Dec 31, 2021 15.94 Bn
Sep 30, 2021 14.36 Bn