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Equitable Holdings EQH Gross Legacy — Cash surrender value

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$32.15B+11.5%
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$19.11B+11.7%
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$4.94B+6.7%
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$4.49B+1.7%
UL
$3.28B-2.0%

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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:CashSurrenderValueDuePolicyholdersAmount.

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 — cash surrender value?
Equitable Holdings (EQH) reported gross legacy — cash surrender value of $411M in Q1 2026.
How has Equitable Holdings's gross legacy — cash surrender value changed year-over-year?
Equitable Holdings's gross legacy — cash surrender value decreased by 11.2% year-over-year, from $463M to $411M.
What is the long-term trend for Equitable Holdings's gross legacy — cash surrender value?
Over 2 years (2023 to 2025), Equitable Holdings's gross legacy — cash surrender value has grown at a -19.8% compound annual growth rate (CAGR), from $2.77B to $1.78B.
What does gross legacy — cash surrender value mean?
The total cash value payable if all policies were surrendered today.
How do you interpret gross legacy — cash surrender value?
A high value relative to total assets indicates potential liquidity risk if mass surrenders occur.
How does gross legacy — cash surrender value compare across companies?
Standard 'Cash Surrender Value' or 'Net Surrender Value' reported by life insurers.