Equitable Holdings EQH
NYSE EQH
$48.90 +0.15 (+0.31%)
At close: Aug 21, 2026 · 4:00 PM EDT

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

Equitable Holdings (EQH) posted quarterly Return on Invested Capital of 2.14% for 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.

  • In Q1 2026, Return on Invested Capital changed N/A year-over-year to 2.14%; the TTM figure through Mar 2026 stood at 2.14% (changed N/A YoY), while the FY2023 annual figure was 0.51%, down 51.0% from the prior year.
  • Return on Invested Capital for Q1 2026 stood at 2.14%, down from 1.43% in the prior quarter.
  • The five-year high for Return on Invested Capital was 0.01% in Q3 2023, with the low 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%.
  • The sharpest annual moves came in 2022 and 2024: Return on Invested Capital rose 1 bps in 2022, then sank 144 bps in 2024.
  • Equitable Holdings' Return on Invested Capital stood at 0.0% in 2022, then tumbled by 12773 bps to 0.35% in 2023, then slumped by 310 bps to 1.43% in 2024, then sank by 50 bps to 2.14% in 2026.
  • Business Quant data shows EQH's Return on Invested Capital at 2.14% in Q1 2026, 1.43% in Q3 2024, and 0.48% in Q2 2024.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) ROIC (Qtr)
1 BlackRock 179.54 Bn 165.67 Bn - 0.00%
2 Blackstone 114.83 Bn 112.32 Bn - -
3 Kkr 97.26 Bn -179.81 Bn - 0.16%
4 Brookfield 93.07 Bn 45.66 Bn - -
5 Brookfield Asset Management 83.46 Bn 81.96 Bn - -
6 Apollo Global Management 78.41 Bn 53.04 Bn 10.54 Bn -
7 State Street 51.66 Bn 51.66 Bn - -
8 Ameriprise Financial 51.12 Bn 40.07 Bn 4.72 Bn -
9 Raymond James Financial 33.99 Bn 20.74 Bn - 0.01%
10 Equitable Holdings 13.61 Bn -5.33 Bn 1.22 Bn -0.79%

Historic Data

Download Data
DateValue
Jun 30, 2026 -0.79%
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%