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Equitable Holdings EQH Gross Legacy — Attributed fees accrued

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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:MarketRiskBenefitAttributedFeeCollected.

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 gross legacy — attributed fees accrued?
Equitable Holdings (EQH) reported gross legacy — attributed fees accrued of $149M in Q1 2026.
How has Equitable Holdings's gross legacy — attributed fees accrued changed year-over-year?
Equitable Holdings's gross legacy — attributed fees accrued decreased by 9.7% year-over-year, from $165M to $149M.
What is the long-term trend for Equitable Holdings's gross legacy — attributed fees accrued?
Over 4 years (2021 to 2025), Equitable Holdings's gross legacy — attributed fees accrued has grown at a -8.3% compound annual growth rate (CAGR), from $918M to $648M.
What does gross legacy — attributed fees accrued mean?
The fees collected from policyholders that are specifically allocated to cover the cost of market risk guarantees.
How do you interpret gross legacy — attributed fees accrued?
Higher accrued fees indicate strong revenue generation from the legacy block, helping to offset the cost of the guarantees.
How does gross legacy — attributed fees accrued compare across companies?
Common fee-based revenue metric for insurance companies with variable annuity products.