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Equitable Holdings EQH Gross Legacy — Weighted-average crediting rate

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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:PolicyholderAccountBalanceWeightedAverageCreditingRate.

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 — weighted-average crediting rate?
Equitable Holdings (EQH) reported gross legacy — weighted-average crediting rate of 2.8% in Q1 2026.
How has Equitable Holdings's gross legacy — weighted-average crediting rate changed year-over-year?
Equitable Holdings's gross legacy — weighted-average crediting rate decreased by 0.0% year-over-year, from 2.8% to 2.8%.
What is the long-term trend for Equitable Holdings's gross legacy — weighted-average crediting rate?
Over 2 years (2023 to 2025), Equitable Holdings's gross legacy — weighted-average crediting rate has grown at a 5.9% compound annual growth rate (CAGR), from 9.9% to 11.1%.
What does gross legacy — weighted-average crediting rate mean?
The average interest rate paid on legacy policyholder accounts.
How do you interpret gross legacy — weighted-average crediting rate?
Higher rates increase the cost of funds but may be necessary to retain assets in a competitive market.
How does gross legacy — weighted-average crediting rate compare across companies?
Commonly disclosed as 'Weighted Average Crediting Rate' for fixed annuity portfolios.