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

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

What is Equitable Holdings Inc's ROI in the third quarter of 2026?
Equitable Holdings Inc achieved a return on average invested assets (ROI) of 0.59 % in its third quarter of 2026, this is above EQH's average return on investment of 0.18%.
Equitable Holdings Inc s investments during the 12 months ending in the third quarter of 2026 are valued at $308 billion

ROI has improved compared to -0.18% in the second quarter of 2026, due to net income growth.

Within the Financial sector 376 other companies had a higher return on investment. While Return on investment, overall ranking has progressed in the Sep 30 2026 quarter, so far to 2553, from total ROI ranking in the second quarter of 2026 at 2963.

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Return On Investment	(Sep 30 2026) III. Quarter	(Jun 30 2026) II. Quarter	(Mar 31 2026) I. Quarter	(Dec 31 2025) IV. Quarter	(Sep 30 2025) III. Quarter
Y / Y Investment Change TTM	8.5 %	4.62 %	1.16 %	-2.4 %	-0.88 %
Y / Y Net Income Change TTM	-	-	-	-	-
Investment (TTM) in Millions	332,386	316,130	290,288	296,998	293,691
Return On Investment (TTM)	0.59 %	-0.18 %	-0.16 %	-0.36 %	-0.16 %
EQH's Overall Ranking	# 2553	# 2963	# 2584	# 2501	# 2420
Seq. Investment Change TTM	3.23 %	2.92 %	2.02 %	0.1 %	-0.46 %
Seq. Net Income Change TTM	-	-	-	-	-
Net Income (TTM) in Millions	1,810	-526	-456	-1,037	-449

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

Return On Investment EQH's Ranking
Within:	No.
Industry	# 10
Sector	# 377
Overall	# 2553

Return On Investment Statistics
High	Average	Low
2.22 %	0.18 %	-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 III. Quarter Investments	$ 332,386 Millions	EQH's Balance sheet
Equitable Holdings Inc's III. Quarter Income	$ 1,121 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 Sep 30 2026, within Financial Sector	ROI
Horizon Bancorp Inc	1.61 %
Lakeland Financial Corporation	1.60 %
Truist Financial Corporation	1.59 %
Capital one financial corp	1.59 %
Jefferies Financial Group Inc	1.55 %
Stock Yards Bancorp Inc	1.54 %
Umb Financial Corp	1.53 %
Wsfs Financial Corporation	1.51 %
Saul Centers Inc	1.51 %
First Capital inc	1.49 %
NORTHPOINTE BANCSHARES INC	1.49 %
Cullen	1.49 %
S and t Bancorp Inc	1.46 %
Mercantile Bank Corporation	1.44 %
Glacier Bancorp Inc	1.44 %
Atlantic Union Bankshares Corporation	1.43 %
The Bank Of New York Mellon Corporation	1.43 %
Capital City Bank Group Inc	1.42 %
Hbt Financial Inc	1.41 %
Univest Financial Corporation	1.41 %
First Commonwealth Financial Corp	1.41 %
Trico Bancshares	1.41 %
Fb Financial Corporation	1.40 %
Northern Trust Corporation	1.39 %
Camden National Corp	1.39 %
First Financial Bancorp	1.38 %
M and t Bank Corporation	1.38 %
Sierra Bancorp	1.37 %
Hawthorn Bancshares Inc	1.37 %
Ameris Bancorp	1.37 %

Date modified: 2026-11-06T12:57:14+00:00

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