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Equitable Holdings EQH EI — Policyholder Account Balance, Surrender and Withdrawal

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$336M-3.7%
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$29M-6.5%
UL
$18M-14.3%
VUL
$1M0.0%

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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 us-gaap:PolicyholderAccountBalanceSurrenderAndWithdrawal.

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 EI — policyholder account balance, surrender and withdrawal?
Equitable Holdings (EQH) reported EI — policyholder account balance, surrender and withdrawal of $55M in Q1 2026.
How has Equitable Holdings's EI — policyholder account balance, surrender and withdrawal changed year-over-year?
Equitable Holdings's EI — policyholder account balance, surrender and withdrawal decreased by 15.4% year-over-year, from $65M to $55M.
What is the long-term trend for Equitable Holdings's EI — policyholder account balance, surrender and withdrawal?
Over 4 years (2021 to 2025), Equitable Holdings's EI — policyholder account balance, surrender and withdrawal has grown at a 6.6% compound annual growth rate (CAGR), from $209M to $270M.
What does EI — policyholder account balance, surrender and withdrawal mean?
The total amount of money customers have withdrawn or taken out of their accounts.
How do you interpret EI — policyholder account balance, surrender and withdrawal?
High levels of surrenders can signal customer dissatisfaction or a competitive environment where customers seek better returns elsewhere.
How does EI — policyholder account balance, surrender and withdrawal compare across companies?
Standard metric for measuring lapse and surrender risk in the annuity industry.