Growth Metrics

Equitable Holdings (EQH) Retained Earnings (2017 - 2026)

Equitable Holdings' quarterly Retained Earnings came in at -$6.3 billion in Q1 2026, down 160.3% year-on-year from $10.4 billion in Q1 2025, and little changed quarter-over-quarter from -$6.3 billion in Q4 2025.

Equitable Holdings has reported Retained Earnings for 10 years, with the latest figure at -$6.3 billion in Q1 2026.

  • For the quarter ending Q1 2026, Retained Earnings fell 160.3% year-over-year to -$6.3 billion; the trailing twelve-month figure through Mar 2026 stood at -$6.3 billion (down 160.3% YoY), and the FY2025 full-year result was -$6.3 billion, up 27.92% from the prior year.
  • Retained Earnings for Q1 2026 stood at -$6.3 billion, roughly flat from -$6.3 billion in the prior quarter.
  • The five-year high for Retained Earnings was $10.4 billion in Q1 2025, with the low at -$9.8 billion in Q3 2023.
  • Average Retained Earnings over 5 years is -$2.2 billion, with a median of -$6.3 billion recorded in 2026.
  • Peak annual rise in Retained Earnings reached 390.27% in 2022, while the deepest fall reached 188.92% in 2022.
  • Tracing EQH's Retained Earnings over 5 years: stood at $9.8 billion in 2022, then sank by 179.36% to -$7.8 billion in 2023, then fell by 11.74% to -$8.7 billion in 2024, then increased by 27.92% to -$6.3 billion in 2025, then retreated by 0.32% to -$6.3 billion in 2026.
  • The last three Retained Earnings figures came in at -$6.3 billion (Q1 2026), -$6.3 billion (Q4 2025), and -$6.2 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Retained Earnings (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 39.18 Bn
2 Blackstone 92.68 Bn 91.63 Bn - -15.77 Mn
3 Kkr 84.94 Bn 132.45 Bn - 14.08 Bn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 180.00 Mn
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 5.16 Bn
6 State Street 44.42 Bn 18.75 Bn - -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 28.43 Bn
8 Northern Trust 31.21 Bn 31.21 Bn - 17.07 Bn
9 Ares Management 28.85 Bn 32.22 Bn - -1.66 Bn
10 Equitable Holdings 11.43 Bn 1.57 Bn 3.83 Bn -6.30 Bn

Historic Data

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DateValue
Mar 31, 2026 -6.30 Bn
Dec 31, 2025 -6.28 Bn
Sep 30, 2025 -6.19 Bn
Jun 30, 2025 9.87 Bn
Mar 31, 2025 10.45 Bn
Dec 31, 2024 -8.71 Bn
Sep 30, 2024 -6.60 Bn
Jun 30, 2024 10.30 Bn
Mar 31, 2024 -8.19 Bn
Dec 31, 2023 -7.80 Bn
Sep 30, 2023 -9.80 Bn
Jun 30, 2023 -7.14 Bn
Mar 31, 2023 -6.52 Bn
Dec 31, 2022 9.83 Bn
Sep 30, 2022 -7.88 Bn
Jun 30, 2022 -5.55 Bn
Mar 31, 2022 9.31 Bn
Dec 31, 2021 2.00 Bn
Sep 30, 2021 8.86 Bn
Jun 30, 2021 8.74 Bn
Mar 31, 2021 8.76 Bn
Dec 31, 2020 3.86 Bn
Sep 30, 2020 4.19 Bn
Jun 30, 2020 12.90 Bn
Mar 31, 2020 17.01 Bn
Dec 31, 2019 844.00 Mn
Sep 30, 2019 12.84 Bn
Jun 30, 2019 876.00 Mn
Mar 31, 2019 13.00 Bn
Dec 31, 2018 -1.41 Bn
Sep 30, 2018 -1.60 Bn
Jun 30, 2018 12.60 Bn
Mar 31, 2018 12.44 Bn
Dec 31, 2017 -108.00 Mn
Sep 30, 2017 11.74 Bn
Jun 30, 2017 -333.00 Mn
Mar 31, 2017 11.11 Bn