Equitable Holdings Return on Equity (ROE) Growth & History (EQH)
Equitable Holdings's return on equity was −185.11% for fiscal 2025.
View full Equitable Holdings company overviewEquitable Holdings annual return on equity history
| Fiscal year | Period ended | Return on equity | Change (percentage points) |
|---|---|---|---|
| 2025 | 2025-12-31 | −185.11% | −246.05 pp |
| 2024 | 2024-12-31 | 60.94% | −2.62 pp |
| 2023 | 2023-12-31 | 63.56% | +30.23 pp |
| 2022 | 2022-12-31 | 33.33% | +20.37 pp |
| 2021 | 2021-12-31 | 12.95% | +17.42 pp |
| 2020 | 2020-12-31 | −4.46% | +8.45 pp |
| 2019 | 2019-12-31 | −12.91% | −26.51 pp |
| 2018 | 2018-12-31 | 13.60% | +7.63 pp |
| 2017 | 2017-12-31 | 5.96% | — |
Equitable Holdings quarterly return on equity
| Fiscal quarter | Period ended | Return on equity | Change (percentage points) |
|---|---|---|---|
| Q1 2026 | 2026-03-31 | 624.12% | +620.94 pp |
| Q4 2025 | 2025-12-31 | 581.08% | +543.65 pp |
| Q3 2025 | 2025-09-30 | −201.85% | −196.35 pp |
| Q2 2025 | 2025-06-30 | −19.66% | −43.51 pp |
| Q1 2025 | 2025-03-31 | 3.18% | −0.80 pp |
| Q4 2024 | 2024-12-31 | 37.43% | +70.25 pp |
| Q3 2024 | 2024-09-30 | −5.50% | −45.85 pp |
| Q2 2024 | 2024-06-30 | 23.84% | +3.04 pp |
| Q1 2024 | 2024-03-31 | 3.98% | −2.89 pp |
| Q4 2023 | 2023-12-31 | −32.82% | −35.43 pp |
| Q3 2023 | 2023-09-30 | 40.35% | +27.06 pp |
| Q2 2023 | 2023-06-30 | 20.80% | +6.52 pp |
| Q1 2023 | 2023-03-31 | 6.87% | +1.42 pp |
| Q4 2022 | 2022-12-31 | 2.61% | −18.50 pp |
| Q3 2022 | 2022-09-30 | 13.28% | +7.54 pp |
| Q2 2022 | 2022-06-30 | 14.28% | +13.18 pp |
| Q1 2022 | 2022-03-31 | 5.44% | +16.77 pp |
| Q4 2021 | 2021-12-31 | 21.10% | +28.64 pp |
| Q3 2021 | 2021-09-30 | 5.74% | +10.22 pp |
| Q2 2021 | 2021-06-30 | 1.10% | +22.54 pp |
| Q1 2021 | 2021-03-31 | −11.33% | −43.56 pp |
| Q4 2020 | 2020-12-31 | −7.53% | −0.93 pp |
| Q3 2020 | 2020-09-30 | −4.48% | −1.97 pp |
| Q2 2020 | 2020-06-30 | −21.45% | −24.03 pp |
| Q1 2020 | 2020-03-31 | 32.23% | +38.19 pp |
| Q4 2019 | 2019-12-31 | −6.60% | −21.35 pp |
| Q3 2019 | 2019-09-30 | −2.51% | +1.34 pp |
| Q2 2019 | 2019-06-30 | 2.58% | +1.36 pp |
| Q1 2019 | 2019-03-31 | −5.96% | −7.55 pp |
| Q4 2018 | 2018-12-31 | 14.75% | — |
| Q3 2018 | 2018-09-30 | −3.85% | — |
| Q2 2018 | 2018-06-30 | 1.22% | — |
| Q1 2018 | 2018-03-31 | 1.59% | — |
Equitable Holdings return on equity trends
Over the last five fiscal years, Equitable Holdings's return on equity decreased from −4.46% to −185.11%, a change of −180.65 percentage points. The latest reported quarter, Q1 2026, shows 624.12%.
What return on equity (ROE) means
Return on equity (ROE) measures how much net income a company generates relative to shareholders’ equity. It can help evaluate how efficiently equity capital is used, but unusually high or negative values may reflect leverage, losses, or a small equity base.
How return on equity is calculated
TickerStat calculates ROE as SEC-reported net income divided by average stockholders’ equity at the beginning and end of the fiscal period. Periods with missing or non-positive average equity are omitted. Quarterly ROE uses quarterly net income and is not annualized. Fiscal periods can differ from calendar years, so exact period-end dates are included.
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