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Equitable Holdings EQH Group Retirement — Net investment income (loss)

Discontinued — last reported Q4 '24

Other segment segments

Retirement
$4.29B
Asset Management
$20M
Wealth Management
$12M-29.4%

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Other financials

Income statement

See full
Revenue$4.2B-7.6%
Net income$621.0M+886%
EPS (diluted)$2.14+1,238%

Balance sheet

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Cash & equivalents$9.9B+21.3%
Total debt$3.8B-11.4%
Total equity$273.0M-88.6%
Total assets$310.38B+8.0%

Cash flow

See full
Operating cash flow$499.0M+216%

Valuation

See full
Market cap$12.75B-34.9%
Enterprise value$6.68B-64.1%
P/S1.1×-0.2×

Profitability

See full
Net margin-5.9%

Returns & leverage

See full
Return on equity-42%
Debt / equity14.1×+12.3×

Where this comes from

Reported directly by Equitable Holdings in its filing.

Tagged under the XBRL concept eqh:SECSchedule1216InsuranceCompaniesSupplementaryInsuranceInformationNetInvestmentIncomeLoss.

The official record: Equitable Holdings’s 10-K, filed February 24, 2025, on SEC EDGAR. View the filing →

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Questions, answered.

What is Equitable Holdings's group retirement — net investment income (loss)?
Equitable Holdings (EQH) reported group retirement — net investment income (loss) of $141.75M in Q4 2024.
How has Equitable Holdings's group retirement — net investment income (loss) changed year-over-year?
Equitable Holdings's group retirement — net investment income (loss) increased by 13.9% year-over-year, from $124.5M to $141.75M.
What is the long-term trend for Equitable Holdings's group retirement — net investment income (loss)?
Over 3 years (2021 to 2024), Equitable Holdings's group retirement — net investment income (loss) has grown at a -8.9% compound annual growth rate (CAGR), from $751M to $567M.
What does group retirement — net investment income (loss) mean?
The net profit earned from the company's investment portfolio.
How do you interpret group retirement — net investment income (loss)?
Higher income indicates strong investment performance and a wider spread between assets and liabilities.
How does group retirement — net investment income (loss) compare across companies?
Standard 'Net Investment Income' metric for all insurance and financial services firms.