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Equitable Holdings EQH Legacy — Net investment income (loss)

Discontinued — last reported Q4 '24

Other segment segments

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

Similar metrics at other companies

Elevance Health logo
ELVReportable Segments — Net investment income
$765M+29.7%
Everest Group logo
EGOther — Net Investment Income
$22.5M-4.3%
Globe Life logo
GLOperating Segments — Net Investment Income
$218.08M+4.7%
Principal Financial Group logo
PFGSegment Benefits And Protection — Net Investment Income
$98.4M+3.1%
RenaissanceRe Holdings logo
RNROther — Net Investment Income
$79.87M-9.8%
The Hartford Financial Services Group logo
HIGEmployee Benefits — Net Investment Income
$131M+4.0%

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

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Operating cash flow$499.0M+216%

Valuation

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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 legacy — net investment income (loss)?
Equitable Holdings (EQH) reported legacy — net investment income (loss) of $14.5M in Q4 2024.
How has Equitable Holdings's legacy — net investment income (loss) changed year-over-year?
Equitable Holdings's legacy — net investment income (loss) decreased by 76.0% year-over-year, from $60.5M to $14.5M.
What is the long-term trend for Equitable Holdings's legacy — net investment income (loss)?
Over 3 years (2021 to 2024), Equitable Holdings's legacy — net investment income (loss) has grown at a -48.5% compound annual growth rate (CAGR), from $424M to $58M.
What does legacy — net investment income (loss) mean?
The profit earned from the company's investment portfolio.
How do you interpret legacy — net investment income (loss)?
Higher investment income improves the segment's overall margin and ability to cover policyholder obligations.
How does legacy — net investment income (loss) compare across companies?
Standard performance metric for the investment management component of insurance companies.