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Equitable Holdings EQH Gross Legacy — Premiums and deposits

Other product segments

IE
$724M+48.4%
EG
$695M+9.1%
VUL
$335M+0.9%
Momentum
$149M-8.0%
EI
$21M-12.5%

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$337M+2.4%

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:SeparateAccountLiabilityPremiumAndDeposit.

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 / EQUI-VEST IndividualRetirement / Investment EdgeRetirement / EQUI-VEST GroupRetirement / MomentumCorporate and Other / VULCorporate and Other / GMx B Legacy
Balance, beginning of period$30,411$4,782$4,885$30,546$4,813$18,176$33,199
Premiums and deposits934499011,252330664118
Policy charges(252)(2)(8)(12)(292)(265)
Surrenders and withdrawals(1,861)(237)(242)(1,271)(433)(350)(1,499)
Benefit payments(145)(36)(17)(32)(5)(54)(364)
Investment performance (1)8642082471,464308941907
Net transfers from (to) General Account106(8)(702)(237)7(117)(5)
Other charges(3,816)

Item 1. Consolidated Financial Statements

FAQ

What is Equitable Holdings's gross legacy — premiums and deposits?
Equitable Holdings (EQH) reported gross legacy — premiums and deposits of $49M in Q2 2026.
How has Equitable Holdings's gross legacy — premiums and deposits changed year-over-year?
Equitable Holdings's gross legacy — premiums and deposits decreased by 22.2% year-over-year, from $63M to $49M.
What is the long-term trend for Equitable Holdings's gross legacy — premiums and deposits?
Over 4 years (2021 to 2025), Equitable Holdings's gross legacy — premiums and deposits has grown at a -1.8% compound annual growth rate (CAGR), from $225M to $209M.
What does gross legacy — premiums and deposits mean?
Represents the total inflows of capital from policyholders into the legacy segment products. This metric captures new business premiums and additional deposits made into existing retirement or insurance contracts within the legacy portfolio.

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