EQH – Dividend Returns, History & Calculator
Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through six segments: Individual Retirement, Group Retirement, Asset Management, Protection Solutions, W
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Price Data
Dividend Data
Growth Rates
Total Returns
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Financial Metrics
Calculate your EQH Dividend Returns
Quickly and easily calculate EQH dividend yield using our EQH calculator. Adjust the fields below to see how your EQH investments snowball over time.
Portfolio Growth Over Time
Data last updated: October 20, 2025 4:25 pm
Year-by-Year Portfolio Growth (Realistic DRIP Scenario)
| Year | Start Balance | Start Shares | Share Price | Dividend / Share | Dividend Yield | Yield on Cost | Annual Dividend | Total Dividends | End Shares | End Balance |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | $10,000 | 208 | $48.03 | $0.27 | 2.25% | 2.25% | $244 | $244 | 238 | $11,444 |
| 2 | $12,897 | 238 | $54.13 | $0.30 | 2.21% | 2.50% | $305 | $548 | 266 | $14,402 |
| 3 | $16,231 | 266 | $61.00 | $0.33 | 2.18% | 2.77% | $373 | $922 | 292 | $17,804 |
| 4 | $20,065 | 292 | $68.75 | $0.37 | 2.15% | 3.08% | $451 | $1,373 | 316 | $21,716 |
| 5 | $24,474 | 316 | $77.48 | $0.41 | 2.12% | 3.41% | $538 | $1,911 | 338 | $26,212 |
| 6 | $29,540 | 338 | $87.32 | $0.46 | 2.08% | 3.79% | $636 | $2,547 | 359 | $31,377 |
| 7 | $35,361 | 359 | $98.41 | $0.51 | 2.05% | 4.21% | $747 | $3,294 | 379 | $37,309 |
| 8 | $42,047 | 379 | $110.91 | $0.56 | 2.02% | 4.67% | $872 | $4,166 | 398 | $44,119 |
| 9 | $49,721 | 398 | $124.99 | $0.62 | 1.99% | 5.18% | $1,013 | $5,179 | 416 | $51,934 |
| 10 | $58,530 | 416 | $140.87 | $0.69 | 1.96% | 5.75% | $1,172 | $6,351 | 432 | $60,901 |
EQH Dividend History
| Ex-Date | Payment Date | Amount | TTM Yield | Forward Yield | Price on Ex-Date |
|---|---|---|---|---|---|
| 08/05/2025 | 08/05/2025 | $0.270 | 2.00% | 2.12% | $50.93 |
| 06/02/2025 | 06/02/2025 | $0.270 | 1.88% | 2.05% | $52.70 |
| 03/05/2025 | 03/05/2025 | $0.240 | 1.84% | 1.84% | $52.23 |
| 11/26/2024 | 11/26/2024 | $0.240 | 1.95% | 1.99% | $48.31 |
| 08/06/2024 | 08/06/2024 | $0.240 | 2.42% | 2.53% | $37.96 |
| 06/03/2024 | 06/03/2024 | $0.240 | 2.19% | 2.34% | $41.11 |
| 02/23/2024 | 02/23/2024 | $0.220 | 2.54% | 2.54% | $34.68 |
| 11/24/2023 | 11/24/2023 | $0.220 | 2.93% | 3.00% | $29.35 |
| 08/04/2023 | 08/04/2023 | $0.220 | 2.94% | 3.08% | $28.53 |
| 06/02/2023 | 06/02/2023 | $0.220 | 3.18% | 3.42% | $25.75 |
| 02/24/2023 | 02/24/2023 | $0.200 | 2.55% | 2.55% | $31.35 |
| 11/25/2022 | 11/25/2022 | $0.200 | 2.50% | 2.56% | $31.21 |
| 08/05/2022 | 08/05/2022 | $0.200 | 2.68% | 2.82% | $28.33 |
| 05/26/2022 | 05/26/2022 | $0.200 | 2.45% | 2.64% | $30.25 |
| 02/25/2022 | 02/25/2022 | $0.180 | 2.18% | 2.18% | $33.09 |
| 11/26/2021 | 11/26/2021 | $0.180 | 2.19% | 2.22% | $32.45 |
| 08/12/2021 | 08/12/2021 | $0.180 | 2.17% | 2.23% | $32.30 |
| 05/27/2021 | 05/27/2021 | $0.180 | 2.16% | 2.25% | $32.01 |
| 03/03/2021 | 03/03/2021 | $0.170 | 2.23% | 2.23% | $30.44 |
| 11/20/2020 | 11/20/2020 | $0.170 | 2.67% | 2.75% | $24.74 |
EQH 10-yr Total Return ($10,000 invested)
This analysis of EQH demonstrates the power of dividend reinvestment over a 10-year period with a $10,000 initial investment. The dividend reinvestment strategy delivered a 15.4% CAGR, representing strong long-term performance. Recent 5-year performance has been particularly strong at 21.9% annually, outpacing the 10-year average. The DRIP strategy provided 19% more total return compared to collecting dividends as cash, highlighting the compounding effect of reinvestment.
Total Return with and without DRIP (EQH)
Over the selected period, investing $10,000 in EQH would grow to $33,144 with DRIP (231.4%), and $29,945 without DRIP (199.5%).
EQH Dividend Reinvestment Snowball
Investing $10,000 + $100/mo in EQH with historic price growth (12.70%) and dividend growth (11.01%) produces dramatically different outcomes depending on whether you reinvest dividends.
After 20 Years
Your Investment: $34,000
Portfolio: $285,776
Annual Dividend: $4,747
Yield on Cost: 13.96%
Total Dividends: $31,614
Portfolio: $234,727
Total Dividends: $25,357
After 30 Years
Your Investment: $46,000
Portfolio: $1,117,784
Annual Dividend: $15,959
Yield on Cost: 34.69%
Total Dividends: $119,570
Portfolio: $800,165
Total Dividends: $84,878
Milestones on the way
By year 13, the compounding really starts to show. Your total dividends collected reach $10,724 against a total investment of $25,600. At this point, your portfolio is throwing off $1,935 per year in dividends alone.
By year 17, the annual dividend climbs to around your initial contribution. For a starting investment of $10,000, the yearly dividend now sits at approximately $3,256, a powerful “income on autopilot” milestone.
After two decades, cumulative dividends total $31,614 versus $34,000 invested, nearly a 93% recovery of capital purely from income. Yield on cost reaches 13.96%.
At year 25, the income engine takes over. The portfolio’s annual dividend of $8,761 is greater than total contributions to date ($40,000), and cumulative dividends exceed $62,678.
By year 30, the DRIP snowball is in full force. Yearly income reaches $15,959, cumulative dividends total $119,570, and the DRIP portfolio value stands at $1,117,784, compared with $800,165 if dividends weren’t reinvested.
How we estimate these numbers
We use the latest calculator inputs for EQH, price $48.03, dividend per period $0.27 (4x/year), along with historic growth assumptions: price growth 12.70% and dividend growth 11.01% annually.
We simulate month by month for 30 years. Every month, a $100 contribution is added and converted to shares at that month’s price. Dividends are paid roughly evenly across the year based on the dividend frequency; in the DRIP path, each payout immediately buys additional shares at the then-current price. In the No-DRIP path, dividends accrue as cash. Prices grow using a monthly rate derived from the annual price growth. Dividends per share increase once per year at the annual dividend growth rate.
This model isn’t investment advice; it’s a simple, transparent framework that illustrates how reinvesting dividends can accelerate both income and total return over time.
Projected Future Returns & Dividends for EQH
Based on past 10-year performance, here are EQH growth metrics:
Dividend History: Payments & Yield
Shows quarterly dividend payments with trailing yield and a 5-year rolling average overlay. Use the range pills to switch the visible period.
Dividend Growth
Lifetime quarterly dividend amounts, with range controls for 1Y/2Y/5Y/10Y. Useful to visualize the cadence and pace of dividend increases over time.
Dividend Payments & Yield
Quarterly dividends with TTM yield and a 5‑year rolling average overlay. Helps compare current yield versus recent history across different ranges.
EQH Dividend History
| Ex-Date | Payment Date | Amount | TTM Yield | Forward Yield | Price on Ex-Date |
|---|---|---|---|---|---|
| 08/05/2025 | 08/05/2025 | $0.270 | 2.00% | 2.12% | $50.93 |
| 06/02/2025 | 06/02/2025 | $0.270 | 1.88% | 2.05% | $52.70 |
| 03/05/2025 | 03/05/2025 | $0.240 | 1.84% | 1.84% | $52.23 |
| 11/26/2024 | 11/26/2024 | $0.240 | 1.95% | 1.99% | $48.31 |
| 08/06/2024 | 08/06/2024 | $0.240 | 2.42% | 2.53% | $37.96 |
| 06/03/2024 | 06/03/2024 | $0.240 | 2.19% | 2.34% | $41.11 |
| 02/23/2024 | 02/23/2024 | $0.220 | 2.54% | 2.54% | $34.68 |
| 11/24/2023 | 11/24/2023 | $0.220 | 2.93% | 3.00% | $29.35 |
| 08/04/2023 | 08/04/2023 | $0.220 | 2.94% | 3.08% | $28.53 |
| 06/02/2023 | 06/02/2023 | $0.220 | 3.18% | 3.42% | $25.75 |
| 02/24/2023 | 02/24/2023 | $0.200 | 2.55% | 2.55% | $31.35 |
| 11/25/2022 | 11/25/2022 | $0.200 | 2.50% | 2.56% | $31.21 |
| 08/05/2022 | 08/05/2022 | $0.200 | 2.68% | 2.82% | $28.33 |
| 05/26/2022 | 05/26/2022 | $0.200 | 2.45% | 2.64% | $30.25 |
| 02/25/2022 | 02/25/2022 | $0.180 | 2.18% | 2.18% | $33.09 |
| 11/26/2021 | 11/26/2021 | $0.180 | 2.19% | 2.22% | $32.45 |
| 08/12/2021 | 08/12/2021 | $0.180 | 2.17% | 2.23% | $32.30 |
| 05/27/2021 | 05/27/2021 | $0.180 | 2.16% | 2.25% | $32.01 |
| 03/03/2021 | 03/03/2021 | $0.170 | 2.23% | 2.23% | $30.44 |
| 11/20/2020 | 11/20/2020 | $0.170 | 2.67% | 2.75% | $24.74 |
| 08/10/2020 | 08/10/2020 | $0.170 | 2.96% | 3.15% | $21.59 |
| 05/29/2020 | 05/29/2020 | $0.170 | 3.24% | 3.56% | $19.11 |
| 03/06/2020 | 03/06/2020 | $0.150 | 3.20% | 3.20% | $18.76 |
| 11/15/2019 | 11/15/2019 | $0.150 | 2.45% | 2.53% | $23.70 |
| 08/21/2019 | 08/21/2019 | $0.150 | 2.75% | 2.94% | $20.39 |
| 05/31/2019 | 05/31/2019 | $0.150 | 2.63% | 2.92% | $20.55 |
| 03/04/2019 | 03/04/2019 | $0.130 | 1.91% | 2.54% | $20.44 |
| 11/23/2018 | 11/23/2018 | $0.130 | 1.33% | 2.65% | $19.59 |
| 08/22/2018 | 08/22/2018 | $0.130 | 0.57% | 2.30% | $22.64 |
Dividend Payout Ratio
Tracks the percentage of earnings paid out as dividends each quarter. Lower and stable ratios often indicate safer, more sustainable payouts.
Dividend to Free Cash Flow Ratio
Shows dividends as a percentage of free cash flow. Consistently high values may signal limited reinvestment capacity or potential dividend risk.
Share Price
Historical closing price with range controls. Table view includes quarter‑over‑quarter and year‑over‑year changes for additional context.
Price to Earnings
EQH trades at a 258.7x price-to-earnings ratio. This elevated valuation suggests investors expect strong future growth.
Price to Sales
EQH trades at a 6.3x price-to-sales ratio, providing insight into market valuation relative to revenue generation.
Revenue
EQH generated $2.4B in revenue. Revenue has declined by 35% over the period.
Net Income
EQH reported $-0.4B in net income.
Revenue vs Net Income
EQH generated $2.4B in revenue with net income of $-0.4B, representing a -15.5% net profit margin.
Gross Profit
EQH achieved $1.9B in gross profit, showing revenue after direct production costs.
Operating Income
EQH generated $0.8B in operating income, representing profit from core business operations.
EBITDA
EQH generated $1.0B in EBITDA, measuring operational profitability before interest, taxes, depreciation, and amortization.
Operating Cash Flow
EQH generated $-0.4B in operating cash flow, demonstrating the company’s ability to convert earnings into cash.
Free Cash Flow
EQH generated $-0.5B in free cash flow.
Free Cash Flow / Share
EQH generates $-1.69 in free cash flow per share.
Earnings Per Share (EPS)
EQH reported $-1.23 in earnings per share.
Return on Equity (ROE)
EQH delivered a -13.0% return on equity, indicating how effectively the company generates returns for shareholders.
Return on Assets (ROA)
EQH achieved a -7.8% return on assets, measuring how efficiently the company uses its assets to generate profit.
Net Profit Margin
EQH maintains a -15.5% net profit margin, showing the percentage of revenue retained as profit after all expenses.
Gross Profit Margin
EQH operates with a 79.3% gross profit margin, reflecting pricing power and cost efficiency in core operations.
Cash & Debt
EQH holds $0.4B in cash against $0.1B in debt, resulting in a net cash position of $0.2B.
Shares Outstanding
EQH has 0.3B shares outstanding.
Stock-Based Comp
EQH reported $0.1B in stock-based compensation. Over the period, stock-based compensation has decreased by 35%.
FCF vs Stock Based Comp
EQH generated $-0.5B in free cash flow while spending $0.1B on stock-based compensation, representing -12% of FCF.
FCF vs FCF / Share
EQH reported $-0.5B in free cash flow, translating to $-1.69 per share.
Revenue: Actual + Estimates
This chart tracks EQH revenue: actual + estimates metrics over time, providing insights into the company’s financial performance and trends.
EPS: Actual + Estimates
This chart tracks EQH eps: actual + estimates metrics over time, providing insights into the company’s financial performance and trends.
Net Income: Actual + Estimates
This chart tracks EQH net income: actual + estimates metrics over time, providing insights into the company’s financial performance and trends.
EBITDA: Actual + Estimates
This chart tracks EQH ebitda: actual + estimates metrics over time, providing insights into the company’s financial performance and trends.
