Skip to content
Screener

Equitable Holdings EQH Net investment income

Net investment income at other companies

Prudential Financial logo
Prudential FinancialPRU
$5.78B+10.7%
Voya Financial logo
Voya FinancialVOYA
$537M-8.0%
Brighthouse Financial logo
Brighthouse FinancialBHF
$1.24B-3.4%
Jackson Financial logo
Jackson FinancialJXN
$740M-2.0%
Corebridge Financial logo
Corebridge FinancialCRBG
$3.19B-4.4%
Principal Financial Group logo
Principal Financial GroupPFG
$1.3B+12.0%

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:NetInvestmentIncome.

The source filing: Equitable Holdings’s 10-Q, filed August 6, 2026.

Filed
Aug 6, 2026, 2:06 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001333986-26-000040
Line itemThree Months Ended June 30, 2026Three Months Ended June 30, 2025Six Months Ended June 30, 2026Six Months Ended June 30, 2025
Policy loans225246107
Trading securities69655773
Other investment income1140—17
Mortgage loans at fair value——(2)—
Fixed maturities, at fair value using the fair value option18—89
Gross investment income (loss)1,4411,3902,7672,679
Investment expenses(44)(35)(86)(76)
Net investment income (loss)$1,397$1,355$2,681$2,603

Item 1. Consolidated Financial Statements

FAQ

What is Equitable Holdings's net investment income?
Equitable Holdings (EQH) reported net investment income of $1.4B in Q2 2026.
How has Equitable Holdings's net investment income changed year-over-year?
Equitable Holdings's net investment income increased by 3.1% year-over-year, from $1.36B to $1.4B.
What is the long-term trend for Equitable Holdings's net investment income?
Over 4 years (2021 to 2025), Equitable Holdings's net investment income has grown at a 8.0% compound annual growth rate (CAGR), from $3.85B to $5.23B.
What does net investment income mean?
The net income generated from the company's investment portfolio after accounting for all investment-related expenses. This is a primary driver of profitability for insurance companies that hold significant reserves.

Ask your AI about Equitable Holdings's net investment income.

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

Connect your AI
Harbor at dusk
Claude