Skip to content

Equitable Holdings EQH Gross Legacy — Changes in future economic assumptions

Similar metrics at other companies

Globe Life logo
GLFamily Heritage — Effect of changes in assumptions of future cash flows
$0
Globe Life logo
GLLife — Effect of changes in assumptions of future cash flows
$0
The Hartford Financial Services Group logo
HIGLong-Duration Insurance, Other — Liability for Future Policy Benefit, Expected Future Policy Benefit, Increase (Decrease) for Other Change
-$2M
Globe Life logo
GLFamily Heritage — Liability for Future Policy Benefit, Expected Net Premium, before Reinsurance, after Discount Rate Change
181,802,200,000%+4,067,100,000pp
Berkshire Hathaway logo
BRK.ALife And Health Insurance — Liability For Future Policy Benefit Expected Future Policy Benefit Current Period Increase Decrease From Cash Flow Assumption Change
-$153M-104%
Corebridge Financial logo
CRBGUniversal Life — Effect of changes in cash flow assumptions

Other financials

Income statement

See full
Revenue$4.2B-7.6%
Net income$621.0M+886%
EPS (diluted)$2.14+1,238%

Balance sheet

See full
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

See full
Operating cash flow$499.0M+216%

Valuation

See full
Market cap$12.75B-34.9%
Enterprise value$6.68B-64.1%
P/S1.1×-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 eqh:MarketRiskBenefitIncreaseDecreaseFromFutureEconomicAssumption.

The official record: Equitable Holdings’s 10-Q, filed May 7, 2026, on SEC EDGAR. View the filing →

Ask your AI about Equitable Holdings's gross legacy — changes in future economic assumptions.

Connect your AI assistant and compare it to peers, right in your chat.

Connect your AI
Harbor at dusk
Claude

Questions, answered.

What is Equitable Holdings's gross legacy — changes in future economic assumptions?
Equitable Holdings (EQH) reported gross legacy — changes in future economic assumptions of -$114M in Q1 2026.
How has Equitable Holdings's gross legacy — changes in future economic assumptions changed year-over-year?
Equitable Holdings's gross legacy — changes in future economic assumptions decreased by 119.5% year-over-year, from $585M to -$114M.
What is the long-term trend for Equitable Holdings's gross legacy — changes in future economic assumptions?
Over 2 years (2021 to 2024), Equitable Holdings's gross legacy — changes in future economic assumptions has grown at a 26.4% compound annual growth rate (CAGR), from -$1.35B to -$2.16B.
What does gross legacy — changes in future economic assumptions mean?
The change in liability value caused by updating long-term economic forecasts used in actuarial models.
How do you interpret gross legacy — changes in future economic assumptions?
Large changes indicate significant shifts in the economic outlook, which can lead to material impacts on the balance sheet.
How does gross legacy — changes in future economic assumptions compare across companies?
Standard actuarial adjustment metric for insurers with long-duration liabilities sensitive to economic cycles.