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Equitable Holdings EQH Gross Legacy — Policyholder Account Balance, Benefit Payment

Other product segments

UL
$36M-35.7%
VUL
$27M-15.6%
EG
$18M+28.6%
EI
$11M-38.9%
Momentum
$1M

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FNFFABN — Policyholder Account Balance, Benefit Payment
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FNFFHLB — Policyholder Account Balance, Benefit Payment
$1.12B+11.9%
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PRUAnnuities — Policyholder Account Balance, Benefit Payment
$31M+34.8%
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BHFULSG — Policyholder Account Balance, Benefit Payment
$9M-74.3%

Other financials

Income statement

See full
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:PolicyholderAccountBalanceBenefitPayment.

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 / SCS (1)Retirement / EQUI-VEST IndividualRetirement / EQUI-VEST GroupRetirement / MomentumCorporate and Other / Universal LifeCorporate and Other / Variable Universal LifeCorporate and Other / GMx B Legacy
Premiums received454351629520271372
Policy charges6(52)(3)(314)(143)17
Surrenders and withdrawals(15)(3,379)(110)(649)(56)(40)(35)(29)
Benefit payments(241)(23)(34)(1)(79)(20)(8)
Net transfers from (to) Separate Account(56)6,47310153(19)1765
Interest credited (2)26,0882617551061086
Other (4)1
Balance, end of period$(70)$90,076$1,738$10,905$438$4,868$5,288$216

Item 1. Consolidated Financial Statements

FAQ

What is Equitable Holdings's gross legacy — policyholder account balance, benefit payment?
Equitable Holdings (EQH) reported gross legacy — policyholder account balance, benefit payment of $4M in Q2 2026.
How has Equitable Holdings's gross legacy — policyholder account balance, benefit payment changed year-over-year?
Equitable Holdings's gross legacy — policyholder account balance, benefit payment decreased by 0.0% year-over-year, from $4M to $4M.
What does gross legacy — policyholder account balance, benefit payment mean?
Represents the cash outflows from policyholder account balances due to the fulfillment of contractual benefits, such as death benefits or maturity payments. This reflects the core obligation fulfillment of the legacy insurance business.

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