Equitable Holdings (EQH) Return on Assets [ROA] (2017 - 2026)
Equitable Holdings' Return on Assets [ROA] came in at -0.16% for Q2 2026, down 0.47 percentage points from 0.31% a year earlier and down 0.02 percentage points from the prior quarter.
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Analysis
Equitable Holdings (EQH) Return on Assets [ROA] (2017 - 2026) Analysis & Trends
For FY2025, Equitable Holdings' Return on Assets [ROA] was -0.34%, down 0.97 percentage points from FY2024.
- Return on Assets [ROA] carries a five-year change of -0.21 percentage points (FY2020 to FY2025).
- Going back by year, Return on Assets [ROA] was 0.63% in FY2024 (+0.01 pp), 0.61% in FY2023 (-0.26 pp), 0.87% in FY2022 (+0.11 pp) and 0.76% in FY2021 (+0.90 pp).
- The five-year range for quarterly Return on Assets [ROA] is -0.54% (Q3 2021) to 1.94% (Q3 2022).
- Year-over-year, Return on Assets [ROA] has declined for five consecutive quarters, with an average year-over-year change of -0.41 percentage points over the last eight quarters.
- The fastest year-over-year change in Return on Assets [ROA] over five years came in Q1 2022 (a gain of 4.06 percentage points), and the weakest in Q2 2023 (a drop of 1.16 percentage points).
- Business Quant data shows EQH's Return on Assets [ROA] at -0.15% (Q1 2026), -0.33% (Q4 2025) and -0.11% (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,079.16 Bn | -338.32 Bn | 55.86 Bn | 6.84% |
| 2 | Chubb | 127.75 Bn | 79.80 Bn | 9.13 Bn | 4.13% |
| 3 | Progressive | 122.68 Bn | 98.52 Bn | 9.04 Bn | 9.46% |
| 4 | Marsh & Mclennan Companies | 82.15 Bn | 73.89 Bn | - | 6.88% |
| 5 | Travelers Companies | 75.41 Bn | 51.66 Bn | 6.23 Bn | 5.81% |
| 6 | Manulife Financial | 72.51 Bn | 73.72 Bn | - | 0.91% |
| 7 | Metlife | 60.18 Bn | -46.30 Bn | 7.82 Bn | 0.49% |
| 8 | Arthur J. Gallagher | 59.45 Bn | 53.89 Bn | - | 1.97% |
| 9 | Aon | 58.55 Bn | 51.79 Bn | - | 7.61% |
| 10 | Equitable Holdings | 14.19 Bn | -43.88 Bn | 1.22 Bn | -0.16% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -0.16% |
| Mar 31, 2026 | -0.15% |
| Dec 31, 2025 | -0.33% |
| Sep 30, 2025 | -0.11% |
| Jun 30, 2025 | 0.31% |
| Mar 31, 2025 | 0.60% |
| Dec 31, 2024 | 0.60% |
| Sep 30, 2024 | 0.07% |
| Jun 30, 2024 | 0.45% |
| Mar 31, 2024 | 0.55% |
| Dec 31, 2023 | 0.61% |
| Sep 30, 2023 | 0.89% |
| Jun 30, 2023 | 0.71% |
| Mar 31, 2023 | 0.80% |
| Dec 31, 2022 | 0.96% |
| Sep 30, 2022 | 1.94% |
| Jun 30, 2022 | 1.87% |
| Mar 31, 2022 | 1.46% |
| Dec 31, 2021 | 0.75% |
| Sep 30, 2021 | -0.54% |
API Access
Equitable Holdings Return on Assets [ROA] 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=return-on-assets-%5Broa%5D&ticker=EQH&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "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=return-on-assets-%5Broa%5D&ticker=EQH&period=max&api_key=YOUR_API_KEY");
const data = await res.json();