Equitable Holdings (EQH) Short-term Investments (2017 - 2026)
Equitable Holdings (EQH) posted quarterly Short-term Investments of $351.0 million for Q1 2026, down 54.53% year-over-year from $772.0 million in Q1 2025, and down 29.66% quarter-over-quarter from $499.0 million in Q4 2025.
Equitable Holdings (EQH) Short-term Investments (2017 - 2026) Analysis & Trends
Equitable Holdings' Short-term Investments history runs 10 years deep, the most recent figure standing at $351.0 million for Q1 2026.
- In Q1 2026, Short-term Investments fell 54.53% year-over-year to $351.0 million; the TTM figure through Mar 2026 stood at $351.0 million (down 54.53% YoY), while the FY2025 annual figure was $499.0 million, down 54.18% from the prior year.
- Short-term Investments for Q1 2026 stood at $351.0 million, down from $499.0 million in the prior quarter.
- The five-year high for Short-term Investments was $2.2 billion in Q3 2024, with the low at $351.0 million in Q1 2026.
- The 5-year median for Short-term Investments is $1.1 billion (2024), against an average of $1.2 billion.
- The sharpest annual moves came in 2024 and 2025: Short-term Investments surged 131.04% in 2024, then sank 76.05% in 2025.
- Equitable Holdings' Short-term Investments stood at $1.5 billion in 2022, then tumbled by 30.55% to $1.1 billion in 2023, then rose by 3.03% to $1.1 billion in 2024, then tumbled by 54.18% to $499.0 million in 2025, then retreated by 29.66% to $351.0 million in 2026.
- Business Quant data shows EQH's Short-term Investments at $351.0 million in Q1 2026, $499.0 million in Q4 2025, and $1.6 billion in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - |
| 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 | - |
| 10 | Equitable Holdings | 13.61 Bn | -5.33 Bn | 1.22 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 1.75 Bn |
| Mar 31, 2026 | 351.00 Mn |
| Dec 31, 2025 | 499.00 Mn |
| Sep 30, 2025 | 1.60 Bn |
| Jun 30, 2025 | 483.00 Mn |
| Mar 31, 2025 | 772.00 Mn |
| Dec 31, 2024 | 1.09 Bn |
| Sep 30, 2024 | 2.22 Bn |
| Jun 30, 2024 | 2.02 Bn |
| Mar 31, 2024 | 1.34 Bn |
| Dec 31, 2023 | 1.06 Bn |
| Sep 30, 2023 | 1.01 Bn |
| Jun 30, 2023 | 873.00 Mn |
| Mar 31, 2023 | 828.00 Mn |
| Dec 31, 2022 | 1.52 Bn |
| Sep 30, 2022 | 1.34 Bn |
| Jun 30, 2022 | 1.75 Bn |
| Mar 31, 2022 | 1.69 Bn |
| Dec 31, 2021 | 1.50 Bn |
| Sep 30, 2021 | 909.00 Mn |