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Equitable Holdings EQH Retirement — Net investment income (loss)

Other segment segments

Asset Management
$20M
Wealth Management
$12M-29.4%

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Other financials

Income statement

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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

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Net margin-5.9%

Returns & leverage

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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 25, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Equitable Holdings's retirement — net investment income (loss)?
Equitable Holdings (EQH) reported retirement — net investment income (loss) of $1.07B in Q4 2025.
How has Equitable Holdings's retirement — net investment income (loss) changed year-over-year?
Equitable Holdings's retirement — net investment income (loss) increased by 16.7% year-over-year, from $920M to $1.07B.
What is the long-term trend for Equitable Holdings's retirement — net investment income (loss)?
Over 2 years (2023 to 2025), Equitable Holdings's retirement — net investment income (loss) has grown at a 20.0% compound annual growth rate (CAGR), from $2.98B to $4.29B.
What does retirement — net investment income (loss) mean?
The net profit earned from investing the assets held for retirement policyholders.
How do you interpret retirement — net investment income (loss)?
Higher income indicates better portfolio performance or a favorable interest rate environment for reinvestment.
How does retirement — net investment income (loss) compare across companies?
Standard metric for any financial institution managing a large investment portfolio.