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Equitable Holdings EQH Gross Legacy — Policyholders’ account balance reconciliation

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$5.29B+4.5%
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$4.87B-2.1%
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$1.74B-10.0%
Momentum
$438M-12.0%

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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 us-gaap:PolicyholderFunds.

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 itemJune 30, 2026December 31, 2025
Corporate and Other
Universal Life4,8684,924
Variable Universal Life5,2885,165
GMxB Legacy216222
Other (1)12,89611,150
Balance (exclusive of Funding Agreements)126,355115,437
Funding Agreements20,09017,996
Balance, end of period$146,445$133,433

Item 1. Consolidated Financial Statements

FAQ

What is Equitable Holdings's gross legacy — policyholders’ account balance reconciliation?
Equitable Holdings (EQH) reported gross legacy — policyholders’ account balance reconciliation of $216M in Q2 2026.
How has Equitable Holdings's gross legacy — policyholders’ account balance reconciliation changed year-over-year?
Equitable Holdings's gross legacy — policyholders’ account balance reconciliation decreased by 14.6% year-over-year, from $253M to $216M.
What is the long-term trend for Equitable Holdings's gross legacy — policyholders’ account balance reconciliation?
Over 2 years (2023 to 2025), Equitable Holdings's gross legacy — policyholders’ account balance reconciliation has grown at a -29.9% compound annual growth rate (CAGR), from $1.97B to $967M.
What does gross legacy — policyholders’ account balance reconciliation mean?
A summary of the changes in the total account balances held on behalf of policyholders, including inflows from premiums and outflows from surrenders, withdrawals, and benefit payments. This reconciliation explains the movement in the company's primary liability to its customers. It is essential for understanding the cash flow dynamics of the legacy segment.

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