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Equitable Holdings EQH EI — Policyholders’ account balance reconciliation

Other product segments

EG
$10.91B-2.0%
VUL
$5.29B+4.5%
UL
$4.87B-2.1%
Momentum
$438M-12.0%

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$3.52B-14.0%
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$10.6B-7.0%

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

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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

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Operating cash flow$643.0M+88.6%

Valuation

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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:PolicyholderFunds.

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 itemJune 30, 2026December 31, 2025
Policyholders’ account balance reconciliation
Retirement
SCS$90,076$80,752
EQUI-VEST Individual1,7381,819
EQUI-VEST Group10,90510,968
Momentum438489
GMxB Core(70)(52)
Corporate and Other

Item 1. Consolidated Financial Statements

FAQ

What is Equitable Holdings's EI — policyholders’ account balance reconciliation?
Equitable Holdings (EQH) reported EI — policyholders’ account balance reconciliation of $1.74B in Q2 2026.
How has Equitable Holdings's EI — policyholders’ account balance reconciliation changed year-over-year?
Equitable Holdings's EI — policyholders’ account balance reconciliation decreased by 10.0% year-over-year, from $1.93B to $1.74B.
What is the long-term trend for Equitable Holdings's EI — policyholders’ account balance reconciliation?
Over 3 years (2022 to 2025), Equitable Holdings's EI — policyholders’ account balance reconciliation has grown at a -11.2% compound annual growth rate (CAGR), from $10.91B to $7.63B.
What does EI — policyholders’ account balance reconciliation mean?
A summary of the movements in the funds held on behalf of policyholders, accounting for deposits, withdrawals, interest credited, and fees. It tracks the net change in the liability owed to customers within the segment.

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