Equitable Holdings (EQH) Retained Earnings (2017 - 2026)
Equitable Holdings (EQH) posted Retained Earnings of $8.2 billion for Q2 2026, down 6.25% on a QoQ basis from $8.8 billion in Q1 2026, and down 16.65% year-over-year from $9.9 billion in Q2 2025.
Analysis
Equitable Holdings (EQH) Retained Earnings (2017 - 2026) Analysis & Trends
Equitable Holdings has reported Retained Earnings for 10 years, with the latest figure at $8.2 billion in Q2 2026.
- On a quarterly basis, Retained Earnings fell 16.65% year-over-year to $8.2 billion in Q2 2026; TTM through Jun 2026 was $8.2 billion, a 16.65% decrease from a year earlier, with the FY2025 full-year figure at $8.4 billion, down 21.28% from the prior year.
- Retained Earnings was $8.2 billion for Q2 2026 at Equitable Holdings, down from $8.8 billion in the prior quarter.
- The five-year high for Retained Earnings was $11.2 billion in Q3 2023, with the low at $8.2 billion in Q2 2026.
- Average Retained Earnings over 5 years is $9.8 billion, with a median of $10.0 billion recorded in 2024.
- The sharpest annual moves came in 2022 and 2025: Retained Earnings advanced 22.65% in 2022, then dropped 21.28% in 2025.
- Over 5 years, Retained Earnings stood at $9.8 billion in 2022, then climbed by 4.33% to $10.2 billion in 2023, then grew by 3.68% to $10.6 billion in 2024, then decreased by 21.28% to $8.4 billion in 2025, then slipped by 1.66% to $8.2 billion in 2026.
- The last three Retained Earnings figures came in at $8.2 billion (Q2 2026), $8.8 billion (Q1 2026), and $8.4 billion (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | Metlife | 62.16 Bn | 34.84 Bn | 7.82 Bn | 45.38 Bn |
| 2 | Manulife Financial | 24.69 Bn | 25.90 Bn | - | 135.91 Mn |
| 3 | Equitable Holdings | 14.62 Bn | -4.31 Bn | 1.22 Bn | 8.23 Bn |
| 4 | Jackson Financial | 9.71 Bn | 3.72 Bn | - | 7.55 Bn |
| 5 | Corebridge Financial | 9.48 Bn | -296.14 Bn | 2.79 Bn | - |
| 6 | Primerica | 9.02 Bn | 8.38 Bn | 717.74 Mn | 2.47 Bn |
| 7 | Sun Life Financial | 8.56 Bn | 3.96 Bn | - | 10.87 Bn |
| 8 | Brookfield Wealth Solutions | 8.52 Bn | -4.26 Bn | 1.92 Bn | 2.35 Bn |
| 9 | Lincoln National | 8.41 Bn | -3.27 Bn | 2.62 Bn | 9.32 Bn |
| 10 | Prudential Financial | 5.23 Bn | -26.69 Bn | 7.91 Bn | 35.42 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 8.23 Bn |
| Mar 31, 2026 | 8.78 Bn |
| Dec 31, 2025 | 8.37 Bn |
| Sep 30, 2025 | 8.36 Bn |
| Jun 30, 2025 | 9.87 Bn |
| Mar 31, 2025 | 10.45 Bn |
| Dec 31, 2024 | 10.63 Bn |
| Sep 30, 2024 | 9.96 Bn |
| Jun 30, 2024 | 10.30 Bn |
| Mar 31, 2024 | 10.10 Bn |
| Dec 31, 2023 | 10.25 Bn |
| Sep 30, 2023 | 11.16 Bn |
| Jun 30, 2023 | 10.33 Bn |
| Mar 31, 2023 | 9.81 Bn |
| Dec 31, 2022 | 9.83 Bn |
| Sep 30, 2022 | 10.84 Bn |
| Jun 30, 2022 | 10.72 Bn |
| Mar 31, 2022 | 9.31 Bn |
| Dec 31, 2021 | 8.88 Bn |
| Sep 30, 2021 | 8.86 Bn |