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Equitable Holdings EQH Gross Legacy — Separate Account, Liability, Surrender and Withdrawal

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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

See full
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:SeparateAccountLiabilitySurrenderAndWithdrawal.

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, surrender and withdrawal?
Equitable Holdings (EQH) reported gross legacy — separate account, liability, surrender and withdrawal of $814M in Q1 2026.
How has Equitable Holdings's gross legacy — separate account, liability, surrender and withdrawal changed year-over-year?
Equitable Holdings's gross legacy — separate account, liability, surrender and withdrawal decreased by 4.5% year-over-year, from $852M to $814M.
What is the long-term trend for Equitable Holdings's gross legacy — separate account, liability, surrender and withdrawal?
Over 3 years (2021 to 2025), Equitable Holdings's gross legacy — separate account, liability, surrender and withdrawal has grown at a -4.4% compound annual growth rate (CAGR), from $3.61B to $3.15B.
What does gross legacy — separate account, liability, surrender and withdrawal mean?
The total value of customer withdrawals and contract terminations from separate account products.
How do you interpret gross legacy — separate account, liability, surrender and withdrawal?
Higher levels of surrender activity may indicate competitive pressure or policyholder dissatisfaction, potentially leading to a reduction in assets under management.
How does gross legacy — separate account, liability, surrender and withdrawal compare across companies?
Similar to 'Surrender Rates' or 'Policyholder Withdrawals' reported by annuity and retirement service providers.