Company / Capital Returned to Shareholders
Equitable Holdings Capital Returned to Shareholders History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Capital Returned to Shareholders
$1.8B
FY2025
5-year range
$1.1B / $1.9B
FY2021-FY2025
Trend
+34.0%
vs FY2024
Sector context
#49 of 362
Financials
What the data says
Equitable Holdings's capital returned to shareholders of $1.8B is higher than 86% of companies in the Financials sector (FY2025). Capital Returned to Shareholders has increased for 3 consecutive years, from $1.1B in FY2022 to $1.8B in FY2025.
Based on SEC 10-K filings.
$1.8B in FY2025 with a 5-year CAGR of +19.4%. Top quartile in the Financials sector.
Improved from $1.2B to $1.8B over the past 2 years.
Financials sector context is included.
Capital Returned to Shareholders over time
Growth rates
- 3-Year CAGR
- +15.6%
- 5-Year CAGR
- +19.4%
- 10-Year CAGR
- -
Sector benchmark
+56.5% above sector average
Key checks
Key Insights
- Equitable Holdings's capital returned to shareholders has grown for 3 consecutive years.
- 5-year CAGR of +19.4%, indicating consistent growth.
- In FY2025, capital returned to shareholders increased 34.0% year-over-year.
- Ranks #49 out of 362 companies in the Financials sector.
Company context
Key Data Points
- Altman Z-Score 0.06 (distress zone, below 1.8 threshold)
- Negative profit margin: -5.6%
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Capital Returned to ShareholdersValue | YoY GrowthYoY |
|---|---|---|
| FY2025 | $1.8B | +34.0% |
| FY2024 | $1.3B | +7.9% |
| FY2023 | $1.2B | +6.7% |
| FY2022 | $1.1B | -40.9% |
| FY2021 | $1.9B | +165.9% |
| FY2020 | $727.0M | -55.5% |
| FY2019 | $1.6B | +103.1% |
| FY2018 | $805.0M | - |
| FY2017 | $0 | - |
| FY2016 | $0 | - |
As of FY2025 · SEC 10-K · Updated Feb 28, 2026