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Equitable Holdings EQH Net Investment Income (Loss), Trading Securities, Net Realized And Unrealized Gain (Loss)

Net Investment Income (Loss), Trading Securities, Net Realized And Unrealized Gain (Loss) at other companies

IES
IES Holdings, Inc.IESC
$0+100%
MIT
TPG Mortgage Investment Trust MITT
$43.17M+7,568%
American International Group logo
American International GroupAIG
$0+100%
Hewlett Packard Enterprise logo
Hewlett Packard EnterpriseHPE
-$36.75M-1,031%
KKR & Co. logo
KKR & Co.KKR
-$316.38M-129%
KKR & Co. logo
KKR & Co.KKR
-$316.38M-129%

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:NetInvestmentIncomeLossTradingSecuritiesNetRealizedAndUnrealizedGainLoss.

The official record: Equitable Holdings’s 10-Q, filed May 7, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Equitable Holdings's net investment income (loss), trading securities, net realized and unrealized gain (loss)?
Equitable Holdings (EQH) reported net investment income (loss), trading securities, net realized and unrealized gain (loss) of -$31M in Q1 2026.
How has Equitable Holdings's net investment income (loss), trading securities, net realized and unrealized gain (loss) changed year-over-year?
Equitable Holdings's net investment income (loss), trading securities, net realized and unrealized gain (loss) decreased by 3000.0% year-over-year, from -$1M to -$31M.
What is the long-term trend for Equitable Holdings's net investment income (loss), trading securities, net realized and unrealized gain (loss)?
Over 2 years (2021 to 2025), Equitable Holdings's net investment income (loss), trading securities, net realized and unrealized gain (loss) has grown at a 91.2% compound annual growth rate (CAGR), from -$26M to $95M.
What does net investment income (loss), trading securities, net realized and unrealized gain (loss) mean?
The total net gain or loss from all trading securities, including both sold and held assets.
How do you interpret net investment income (loss), trading securities, net realized and unrealized gain (loss)?
An increase reflects strong performance in the trading book, while a decrease indicates market headwinds or poor trading decisions.
How does net investment income (loss), trading securities, net realized and unrealized gain (loss) compare across companies?
Standard metric for financial institutions that maintain active trading portfolios.