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Equitable Holdings EQH Net investment income (loss)

Net investment income (loss) at other companies

Globe Life logo
Globe LifeGL
$289.82M+3.3%
Everest Group logo
Everest GroupEG
$60M-29.8%
Everest Group logo
Everest GroupEG
$164.5M+8.8%
W.R. Berkley logo
W.R. BerkleyWRB
$143.95M+2.1%
RenaissanceRe Holdings logo
RenaissanceRe HoldingsRNR
$71.36M+31.7%
Erie Indemnity Company logo
Erie Indemnity CompanyERIE
$23.56M+18.1%

Segments

By segment

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

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 net investment income (loss)?
Equitable Holdings (EQH) reported net investment income (loss) of $1.31B in Q4 2025.
How has Equitable Holdings's net investment income (loss) changed year-over-year?
Equitable Holdings's net investment income (loss) increased by 7.2% year-over-year, from $1.22B to $1.31B.
What is the long-term trend for Equitable Holdings's net investment income (loss)?
Over 4 years (2021 to 2025), Equitable Holdings's net investment income (loss) has grown at a 8.0% compound annual growth rate (CAGR), from $3.85B to $5.23B.
What does net investment income (loss) mean?
The net profit generated from the company's investment portfolio.
How do you interpret net investment income (loss)?
Higher income suggests effective asset management and a favorable interest rate environment, whereas lower income may reflect poor asset performance or lower yields.
How does net investment income (loss) compare across companies?
Standard metric for all insurance companies, reflecting the yield on the general account investment portfolio.