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Equitable Holdings EQH Gross Legacy — Separate Account, Liability, Policy Charge

Other product segments

VUL
$144M-2.0%
Momentum
$6M0.0%
EG
$5M0.0%
EI
$1M0.0%
IE
$0

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Other financials

Income statement

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

Balance sheet

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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

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Operating cash flow$499.0M+216%

Valuation

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Market cap$12.75B-34.9%
Enterprise value$6.68B-64.1%
P/S1.1×-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:SeparateAccountLiabilityPolicyCharge.

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

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Questions, answered.

What is Equitable Holdings's gross legacy — separate account, liability, policy charge?
Equitable Holdings (EQH) reported gross legacy — separate account, liability, policy charge of $127M in Q1 2026.
How has Equitable Holdings's gross legacy — separate account, liability, policy charge changed year-over-year?
Equitable Holdings's gross legacy — separate account, liability, policy charge decreased by 8.6% year-over-year, from $139M to $127M.
What is the long-term trend for Equitable Holdings's gross legacy — separate account, liability, policy charge?
Over 3 years (2021 to 2025), Equitable Holdings's gross legacy — separate account, liability, policy charge has grown at a -10.5% compound annual growth rate (CAGR), from $705M to $506M.
What does gross legacy — separate account, liability, policy charge mean?
Fees collected from customer accounts held in separate investment portfolios.
How do you interpret gross legacy — separate account, liability, policy charge?
An increase suggests higher fee-generating assets or improved fee structures, while a decrease may signal lower assets under management or reduced fee rates.
How does gross legacy — separate account, liability, policy charge compare across companies?
Comparable to 'Fee Income' or 'Policy Charges' reported by life insurance companies with variable annuity businesses.