Equitable Holdings (EQH) Return on Equity [ROE] (2017 - 2026)
Equitable Holdings (EQH) recorded Return on Equity [ROE] of -38.70% in Q2 2026, down 65.22 percentage points from 26.52% a year earlier and down 11.28 percentage points from the prior quarter.
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Analysis
Equitable Holdings (EQH) Return on Equity [ROE] (2017 - 2026) Analysis & Trends
For FY2025, Equitable Holdings reported Return on Equity [ROE] of -42.42%, down 88.48 percentage points from FY2024.
- Annual Return on Equity [ROE] has a five-year change of -40.26 percentage points (FY2020 to FY2025).
- Across earlier years, Return on Equity [ROE] came in at 46.06% in FY2024 (+3.00 pp), 43.06% in FY2023 (+11.50 pp), 31.56% in FY2022 (+16.65 pp) and 14.92% in FY2021 (+17.08 pp).
- Quarterly Return on Equity [ROE] has ranged from -67.56% in Q4 2025 to 80.63% in Q3 2022 over the past five years.
- On a year-over-year basis, Return on Equity [ROE] has declined for five consecutive quarters, with an average year-over-year change of -40.38 percentage points over the last eight quarters.
- Peak year-over-year performance for Return on Equity [ROE] in the last five years was a gain of 92.33 percentage points in Q3 2022, against a drop of 110.43 percentage points in Q4 2025 at the low end.
- Per Business Quant, the preceding three quarters came in at -27.42% (Q1 2026), -67.56% (Q4 2025) and -16.16% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,073.91 Bn | -343.57 Bn | 55.86 Bn | 11.64% |
| 2 | Chubb | 125.44 Bn | 77.50 Bn | 9.13 Bn | 14.32% |
| 3 | Progressive | 120.54 Bn | 96.37 Bn | 9.04 Bn | 35.24% |
| 4 | Marsh & Mclennan Companies | 81.59 Bn | 73.34 Bn | - | 26.91% |
| 5 | Travelers Companies | 74.40 Bn | 50.64 Bn | 6.23 Bn | 25.51% |
| 6 | Manulife Financial | 72.53 Bn | 73.74 Bn | - | 17.86% |
| 7 | Metlife | 60.06 Bn | -46.42 Bn | 7.82 Bn | 13.22% |
| 8 | Aon | 58.71 Bn | 51.95 Bn | - | 40.61% |
| 9 | Arthur J. Gallagher | 58.49 Bn | 52.93 Bn | - | 6.62% |
| 10 | Equitable Holdings | 13.99 Bn | -44.08 Bn | 1.22 Bn | -38.70% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -38.70% |
| Mar 31, 2026 | -27.42% |
| Dec 31, 2025 | -67.56% |
| Sep 30, 2025 | -16.16% |
| Jun 30, 2025 | 26.52% |
| Mar 31, 2025 | 45.91% |
| Dec 31, 2024 | 42.87% |
| Sep 30, 2024 | 4.82% |
| Jun 30, 2024 | 36.60% |
| Mar 31, 2024 | 38.52% |
| Dec 31, 2023 | 42.86% |
| Sep 30, 2023 | 55.20% |
| Jun 30, 2023 | 34.80% |
| Mar 31, 2023 | 47.34% |
| Dec 31, 2022 | 59.10% |
| Sep 30, 2022 | 80.63% |
| Jun 30, 2022 | 59.82% |
| Mar 31, 2022 | 38.99% |
| Dec 31, 2021 | 17.30% |
| Sep 30, 2021 | -11.69% |
API Access
Equitable Holdings Return on Equity [ROE] 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-equity-%5Broe%5D&ticker=EQH&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "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-equity-%5Broe%5D&ticker=EQH&period=max&api_key=YOUR_API_KEY");
const data = await res.json();