Skip to content
Screener

Equitable Holdings EQH Investment Management — Goodwill

Similar metrics at other companies

Jones Lang LaSalle logo
JLLInvestment Management — Goodwill
$56.8M+0.7%
State Street logo
STTInvestment Management — Goodwill
$8.11B+2,925%
Voya Financial logo
VOYAInvestment Management Segment — Goodwill
$286M0.0%
BK
BKInvestment and Wealth Management — Goodwill
$7.88B+0.5%
Wells Fargo & Company logo
WFCWealth And Investment Management — Goodwill
$344M0.0%
Bank of America logo
BACGlobal Wealth And Investment Management — Goodwill
$9.68B0.0%

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 us-gaap:Goodwill.

The source filing: Equitable Holdings’s 10-K, filed February 25, 2026.

Filed
Feb 25, 2026, 3:26 PM EST
Fiscal year
FY2025
Accession
0001333986-26-000012

The carrying value of goodwill from the Company’s Asset Management reporting unit totaled $5.1 billion and $5.1 billion at December 31, 2025 and 2024, resulting from its investment in AB as well as direct strategic acquisitions of AB, including its purchases of Sanford C. Bernstein, Inc and CarVal.

Item 8. Financial Statements and Supplementary Data

FAQ

What is Equitable Holdings's investment management — goodwill?
Equitable Holdings (EQH) reported investment management — goodwill of $5.1B in Q4 2025.
What does investment management — goodwill mean?
This represents the excess of the purchase price over the fair value of identifiable net assets acquired in business combinations specifically attributed to the Investment Management segment. It reflects the premium paid for intangible synergies, brand reputation, and future growth potential within the asset management business. This asset is subject to periodic impairment testing to ensure its carrying value remains supported by the segment's expected future cash flows.

Ask your AI about Equitable Holdings's investment management — goodwill.

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

Connect your AI
Harbor at dusk
Claude