Skip to content
Screener

Equitable Holdings EQH Investment Advice — Revenues, Adjusted

Similar metrics at other companies

White Mountains Insurance Group logo
WTMHG Global — Revenues, Adjusted
$20.4M-15.7%
White Mountains Insurance Group logo
WTMWTM Partners — Revenues, Adjusted
$92.8M+117%
Horace Mann Educators logo
HMNLife & Retirement — Revenues, Adjusted
$143.2M+1.1%
Horace Mann Educators logo
HMNProperty & Casualty — Revenues, Adjusted
$217.8M+2.3%
Horace Mann Educators logo
HMNCorporate & Other — Revenues, Adjusted
$2.5M+327%
White Mountains Insurance Group logo
WTMAsset Management (Kudu) — Revenues, Adjusted
$68.9M+238%

Other financials

Income statement

See full
Revenue$1.7B-29.8%
Net income-$453.0M-29.8%
EPS (diluted)-$1.68-38.8%

Balance sheet

See full
Cash & equivalents$17.2B+14.9%
Total debt$3.8B-11.4%
Total equity-$785.0M-168%
Total assets$334.66B+10.4%

Cash flow

See full
Operating cash flow$643.0M+88.6%

Valuation

See full
Market cap$14B-9.3%
Enterprise value$658.75M-86.3%
P/S1.3×+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:RevenuesAdjusted.

The source filing: Equitable Holdings’s 10-Q, filed August 6, 2026.

Filed
Aug 6, 2026, 2:06 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001333986-26-000040

(2) Inter-segment investment management and other fees of $48 million and $95 million for the three and six months ended June 30, 2026, respectively,and $44 million and $86 million for the three and six months ended June 30, 2025, respectively, are included in segment revenues of the Asset Management segment.

Item 1. Consolidated Financial Statements

FAQ

What is Equitable Holdings's investment advice — revenues, adjusted?
Equitable Holdings (EQH) reported investment advice — revenues, adjusted of $48M in Q2 2026.
How has Equitable Holdings's investment advice — revenues, adjusted changed year-over-year?
Equitable Holdings's investment advice — revenues, adjusted increased by 9.1% year-over-year, from $44M to $48M.
What is the long-term trend for Equitable Holdings's investment advice — revenues, adjusted?
Over 3 years (2022 to 2025), Equitable Holdings's investment advice — revenues, adjusted has grown at a 9.7% compound annual growth rate (CAGR), from $134M to $177M.
What does investment advice — revenues, adjusted mean?
This metric represents the non-GAAP revenue generated from investment advisory and wealth management services provided to clients. It excludes specific non-recurring items or accounting adjustments to better reflect the underlying performance and recurring fee-based income of the advisory business. This figure is a key indicator of the firm's ability to scale its asset-gathering and client-service capabilities.

Ask your AI about Equitable Holdings's investment advice — revenues, adjusted.

Connect your AI assistant and compare it to peers, right in your chat.

Connect your AI
Harbor at dusk
Claude