Equitable Holdings Inc (EQH) Return on Investment ROI from the second quarter of 2026 to second quarter of 2025 and for the year 2026, average high and low, overall ranking from Jun 30 2026 to Jun 30 2025 - CSIMarket
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Equitable Holdings Inc   (NYSE: EQH)
    Sector • Financial    Industry • Insurance Brokerage
   Industry • Insurance Brokerage
   Sector • Financial


Equitable Holdings Inc's ROI from its second quarter of 2026 to the second quarter of 2025 and 5 Year Period

Return on Investment, Quarterly Results, Trends, Rankings, Statistics

What is Equitable Holdings Inc's ROI in the second quarter of 2026?
Equitable Holdings Inc recorded a cumulative net loss of $-526 million during 12 months ending in the second quarter of 2026, resulting in a negative return on investment (ROI) of -0.18%.

Within the Financial sector 693 other companies had a higher return on investment. While return on investment, the total ranking has deteriorated compared to the first quarter of 2026 from 1638 to 2546.

Definition and Formula of Return on Investment


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Return On Investment (Jun 30 2026)
II. Quarter		 (Mar 31 2026)
I. Quarter		 (Dec 31 2025)
IV. Quarter		 (Sep 30 2025)
III. Quarter		 (Jun 30 2025)
II. Quarter
Y / Y Investment Change TTM 4.62 % 1.16 % -2.4 % -0.88 % 3.06 %
Y / Y Net Income Change TTM - - - - 12.21 %
Investment (TTM) in Millions 316,130 290,288 296,998 293,691 282,192
Return On Investment (TTM) -0.18 % -0.16 % -0.36 % -0.16 % 0.22 %
EQH's Overall Ranking # 2546 # 1638 # 2241 # 2336 # 2147
Seq. Investment Change TTM 2.92 % 2.02 % 0.1 % -0.46 % -0.48 %
Seq. Net Income Change TTM - - - - -57.22 %
Net Income (TTM) in Millions -526 -456 -1,037 -449 634

EQH Company Profile >> Back to EQH Roi Comparisons >> See Annual EQH Return On Investment



Return On Investment EQH's Ranking
Within: No.
Industry # 20
Sector # 694
Overall # 2546

Return On Investment Statistics
High Average Low
2.27 %
0.2 %
-3.25 %
(Mar 31 2020)   (Mar 31 2021)



  News about Equitable Holdings Inc Return on Investment ROI

Equitable Bolsters Leadership with New Appointments and Achievements in Stock Market Performance

March 27, 2024

Equitable Announces New Leadership Appointments
Equitable Holdings, Inc., the leading financial services organization, has recently made key leadership changes to its Group Retirement business. Jim Kais, an experienced professional with almost three decades in the industry, has been appointed as the new Head of Group Retirement, effective April 1, 2024. This strategic move aims to strengthen Equitable s position in the market and drive further growth in its retirement business segment.
Kais will be reporting to Nick Lane, President of Equitable, and will also join the company s Operating Committee. His impressive track record and deep understanding of the industry make him the ideal candidate to lead the Group Retirement division. This division plays a crucial role in helping individuals and organizations achieve their retirement goals through a range of investment and financial planning solutions.





Financial Statements
Equitable Holdings Inc's II. Quarter Investments $ 316,130 Millions EQH's Balance sheet
Equitable Holdings Inc's II. Quarter Income $ -353 Millions Quarterly EQH's Income Statement
EQH's Income by Division See EQH's Income by Division


EQH Annual Return On Investment (Dec 31 2025)
2025		 (Dec 31 2024)
2024		 (Dec 31 2023)
2023		 (Dec 31 2022)
2022		 (Dec 31 2021)
2021
Total Investments in Millions 317,990 295,866 276,814 253,468 249,281
Y / Y Investment Growth 7.48 % 6.88 % 9.21 % 1.68 % 8.73 %
Net Income in Millions -1,037 1,823 1,643 2,026 -24
Y / Y Net Income Growth - 10.96 % -18.9 % - -
Annual Return On Investment -0.33 % 0.62 % 0.59 % 0.8 % -0.01 %


Annual Roi Comment


Definition and Formula of Return on Investment

Other ROI Ratios
Insurance Brokerage Industry Roi Trends and Statistics
Financial Sector Return On Investment Statistics
Roi Trends for overall market
EQH's Roi Ratio versus Insurance Brokerage Industry, Financial Sector and total Market
Highest Ranking Return On Investment
Lowest Ranking Return On Investment
Subscribers only: Roi for EQH's Competitors
Subscribers only: Roi for Equitable Holdings Inc's Suppliers
Subscribers only: Return On Investment for EQH's Customers

Other Ratios
EQH's Roa EQH's Inventory Turnover Ratio EQH's Growth Rates EQH's Dividend Statistics
EQH's Profitability Ratios EQH's Asset Turnover Ratio EQH's Dividend Growth
EQH's Roe EQH's Valuation Ratios EQH's Financial Strength Ratios EQH's Dividend Payout Ratio



Companies with similar Return On Investment at Jun 30 2026, within Financial Sector ROI

Date modified: 2026-09-12T06:24:10+00:00



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