Equitable Holdings (EQH) Short-term Investments (2017 - 2026)
Equitable Holdings' (EQH) quarterly Short-term Investments came in at $351.0 million in Q1 2026, down 54.53% year-on-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.
- On a quarterly basis, Short-term Investments fell 54.53% year-over-year to $351.0 million in Q1 2026; TTM through Mar 2026 was $351.0 million, a 54.53% decrease from a year earlier, with the FY2025 full-year figure at $499.0 million, down 54.18% from the prior year.
- Short-term Investments retreated to $351.0 million in Q1 2026 per EQH's latest filing, from $499.0 million in the prior quarter.
- Across five years, Short-term Investments topped out at $2.2 billion in Q3 2024 and bottomed 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.
- Across the five-year window, Short-term Investments surged 131.04% in 2024 and slumped 76.05% in 2025, its largest moves.
- Year by year, Short-term Investments stood at $1.5 billion in 2022, then slumped by 30.55% to $1.1 billion in 2023, then gained by 3.03% to $1.1 billion in 2024, then slumped by 54.18% to $499.0 million in 2025, then decreased by 29.66% to $351.0 million in 2026.
- Per Business Quant, the three latest EQH Short-term Investments figures stand at $351.0 million (Q1 2026), $499.0 million (Q4 2025), and $1.6 billion (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - |
| 10 | Equitable Holdings | 13.35 Bn | 4.68 Bn | 3.85 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |
| Jun 30, 2021 | 1.04 Bn |