Equitable Holdings (EQH) Return on Invested Capital (2018 - 2026)

Equitable Holdings' (EQH) quarterly Return on Invested Capital came in at 2.14% in Q1 2026, down 49.73% quarter-over-quarter from 1.43% in Q3 2024.

Equitable Holdings (EQH) Return on Invested Capital (2018 - 2026) Analysis & Trends

Equitable Holdings' Return on Invested Capital history runs 8 years deep, the most recent figure standing at 2.14% for Q1 2026.

  • On a quarterly basis, Return on Invested Capital changed N/A year-over-year to 2.14% in Q1 2026; TTM through Mar 2026 was 2.14%, a N/A change from a year earlier, with the FY2023 full-year figure at 0.51%, down 51.0% from the prior year.
  • Return on Invested Capital slipped to 2.14% in Q1 2026 per EQH's latest filing, from 1.43% in the prior quarter.
  • Across five years, Return on Invested Capital topped out at 0.01% in Q3 2023 and bottomed at 2.14% in Q1 2026.
  • The 4-year median for Return on Invested Capital is 0.0% (2022), against an average of 0.39%.
  • Across the five-year window, Return on Invested Capital climbed 1 bps in 2022 and slumped 144 bps in 2024, its largest moves.
  • Year by year, Return on Invested Capital stood at 0.0% in 2022, then slumped by 12773 bps to 0.35% in 2023, then sank by 310 bps to 1.43% in 2024, then plunged by 50 bps to 2.14% in 2026.
  • Per Business Quant, the three latest EQH Return on Invested Capital figures stand at 2.14% (Q1 2026), 1.43% (Q3 2024), and 0.48% (Q2 2024).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) ROIC (Qtr)
1 Brookfield 1,264.05 Bn 1,219.46 Bn 18.56 Bn 0.00%
2 BlackRock 164.27 Bn 151.12 Bn - 0.00%
3 Blackstone 104.64 Bn 102.19 Bn - -
4 Brookfield Asset Management 76.15 Bn 75.10 Bn - -
5 Apollo Global Management 74.22 Bn 74.22 Bn -409.00 Mn -
6 State Street 51.20 Bn 51.20 Bn - -
7 Ameriprise Financial 50.41 Bn 41.14 Bn 4.57 Bn -
8 Raymond James Financial 33.88 Bn 18.92 Bn - 0.01%
9 Northern Trust 33.60 Bn 33.60 Bn - -
10 Equitable Holdings 13.67 Bn 3.41 Bn 3.85 Bn -2.14%

Historic Data

Download Data
DateValue
Mar 31, 2026 -2.14%
Sep 30, 2024 -1.43%
Jun 30, 2024 -0.48%
Mar 31, 2024 -0.29%
Dec 31, 2023 -0.35%
Sep 30, 2023 0.01%
Jun 30, 2023 0.00%
Mar 31, 2023 0.00%
Dec 31, 2022 0.00%
Sep 30, 2022 0.00%
Jun 30, 2022 0.00%
Mar 31, 2022 0.00%
Dec 31, 2021 0.00%
Sep 30, 2021 -0.01%
Jun 30, 2021 -0.01%
Mar 31, 2021 -0.01%
Dec 31, 2020 -0.01%
Sep 30, 2020 -0.01%
Jun 30, 2020 -0.01%
Mar 31, 2020 -0.01%