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Equitable Holdings EQH Gross Legacy — Other (4)

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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 eqh:PolicyholderAccountBalanceOther.

The source filing: Equitable Holdings’s 10-Q, filed May 7, 2026.

Filed
May 7, 2026, 4:23 PM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0001333986-26-000025
Line itemRetirement / GMx B CoreRetirement / SCS (1)Retirement / EQUI-VEST IndividualRetirement / EQUI-VEST GroupRetirement / MomentumCorporate and Other / Universal LifeCorporate and Other / Variable Universal LifeCorporate and Other / GMx B Legacy
Benefit payments(113)(12)(16)(43)(27)(4)
Net transfers from (to) separate account(33)3,0431174(16)851
Interest credited (2)2(1,890)1349353393
Other (4)1
Balance, end of period$(64)$80,254$1,785$10,882$457$4,894$5,214$222
Weighted-average crediting rate1.88%N/A3.00%2.66%2.29%3.84%3.68%2.78%
Net amount at risk (3)$3,096$52$101$17$30,593$118,130$15,393
Cash surrender value$174$76,608$1,779$10,841$457$3,283$3,203$411

Item 1. Consolidated Financial Statements

FAQ

What is Equitable Holdings's gross legacy — other (4)?
Equitable Holdings (EQH) reported gross legacy — other (4) of $1M in Q1 2026.
How has Equitable Holdings's gross legacy — other (4) changed year-over-year?
Equitable Holdings's gross legacy — other (4) decreased by 97.0% year-over-year, from $33M to $1M.
What does gross legacy — other (4) mean?
Captures miscellaneous adjustments, reclassifications, or non-recurring items impacting the legacy segment's policyholder account balances. This category is used for items that do not fit into standard categories like premiums, benefits, or interest.

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