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Equitable Holdings EQH Gross Legacy — Cash surrender value

Other product segments

IE
557,500,000,000%+11.9%

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Other financials

Income statement

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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

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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:SeparateAccountLiabilityCashSurrenderValueAmount.

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 itemRetirement / GMx B CoreRetirement / EQUI-VEST IndividualRetirement / Investment EdgeRetirement / EQUI-VEST GroupRetirement / MomentumCorporate and Other / VULCorporate and Other / GMx B Legacy
Policy charges(255)(2)(9)(13)(294)(245)
Surrenders and withdrawals(2,009)(270)(341)(1,557)(503)(308)(1,579)
Benefit payments(136)(32)(25)(40)(6)(122)(317)
Investment performance (1)2,0994373983,3364691,9062,318
Net transfers from (to) General Account56(10)(910)(153)19(176)(6)
Other charges (2)3(103)
Balance, end of period$31,314$5,004$5,655$36,618$5,436$22,066$28,369
Cash surrender value$30,479$4,975$5,575$36,293$5,430$21,494$28,179

Item 1. Consolidated Financial Statements

FAQ

What is Equitable Holdings's gross legacy — cash surrender value?
Equitable Holdings (EQH) reported gross legacy — cash surrender value of 2,817,900,000,000% in Q2 2026.
How has Equitable Holdings's gross legacy — cash surrender value changed year-over-year?
Equitable Holdings's gross legacy — cash surrender value increased by 0.4% year-over-year, from 2,807,100,000,000% to 2,817,900,000,000%.
What is the long-term trend for Equitable Holdings's gross legacy — cash surrender value?
Over 3 years (2022 to 2025), Equitable Holdings's gross legacy — cash surrender value has grown at a -6.8% compound annual growth rate (CAGR), from 13,814,200,000,000% to 11,201,200,000,000%.
What does gross legacy — cash surrender value mean?
The amount a policyholder is entitled to receive upon the voluntary termination or surrender of their insurance contract before it matures. This value is typically calculated based on the account balance minus any applicable surrender charges.

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