Equitable Holdings (EQH) Gross Legacy — Separate Accounts, Liability, Other Charges — Quarterly & Annual

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PFGPension — Separate Accounts Liability

4,332,380,000,000%+637,350,000,000pp

PFGPension — Separate Account Liability Policy Charge

520,000,000%+90,000,000pp

CRBGSeparate Account, Liability, Policy Charge

$471M+7.8%

LNCUL and Other — Separate Account, Liability, Policy Charge

25,200,000,000%+600,000,000pp

METPass Through Separate Accounts — Separate account assets

$128.7B+13.3%

CRBGCorporate & Other — Separate Account, Liability, Policy Charge

$296M+2.8%

Other financials

Income statement

Revenue$1.7B-29.8%

Net income-$453.0M-29.8%

EPS (diluted)-$1.68-38.8%

Balance sheet

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

Operating cash flow$643.0M+88.6%

Valuation

Market cap$14B-9.3%

Enterprise value$658.75M-86.3%

P/S1.3×+0.2×

Profitability

Net margin-5.9%—

Returns & leverage

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 eqh:SeparateAccountsLiabilityOtherCharges.

The source filing: Equitable Holdings’s 10-Q, filed May 7, 2026.

Filed: May 7, 2026, 4:23 PM EDT
Fiscal quarter: Q1 FY2026
Calendar quarter: Q1 2026
Accession: 0001333986-26-000025

Line item	Retirement / GMx B Core	Retirement / EQUI-VEST Individual	Retirement / Investment Edge	Retirement / EQUI-VEST Group	Retirement / Momentum	Corporate and Other / VUL	Corporate and Other / GMx B Legacy
Policy charges	(120)	(1)	—	(5)	(6)	(144)	(127)
Surrenders and withdrawals	(1,025)	(128)	(154)	(808)	(264)	(173)	(814)
Benefit payments	(72)	(17)	(13)	(16)	(3)	(36)	(164)
Investment performance (1)	(614)	(187)	(119)	(982)	(119)	(659)	(765)
Net transfers from (to) General Account	33	(11)	(337)	(74)	16	(85)	(1)
Other charges (2)	—	—	—	—	—	—	(106)
Balance, end of period	$29,457	$4,516	$5,186	$32,461	$4,945	$19,625	$26,275
Cash surrender value	$28,602	$4,488	$5,104	$32,153	$4,940	$19,105	$26,082

Item 1. Consolidated Financial Statements

FAQ

What is Equitable Holdings's gross legacy — separate accounts, liability, other charges?: Equitable Holdings (EQH) reported gross legacy — separate accounts, liability, other charges of $106M in Q1 2026.
How has Equitable Holdings's gross legacy — separate accounts, liability, other charges changed year-over-year?: Equitable Holdings's gross legacy — separate accounts, liability, other charges increased by 102.8% year-over-year, from -$3.82B to $106M.
What does gross legacy — separate accounts, liability, other charges mean?: Includes miscellaneous charges or adjustments applied to separate account liabilities that are not categorized as standard policy charges or withdrawals. This may include specific tax adjustments, regulatory fees, or unique product-specific assessments.

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