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Equitable Holdings EQH Group Retirement — Policy charges and premium revenue

Discontinued — last reported Q4 '24

Other segment segments

Retirement
$1.22B
Asset Management
$0
Wealth Management
$0

Similar metrics at other companies

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$2.71B+72.0%
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PRURetirement Strategies — Premiums, Policy Charges and Fee Income
$3.06B-49.7%
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PRUInstitutional Retirement Strategies — Premiums, Policy Charges and Fee Income
$2.75B-52.1%
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PRURetirement — Revenue
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CRBGGroup Retirement — Premiums and Policy Fees
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CRBGIndividual Retirement — Premiums and Policy Fees

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 eqh:SupplementaryInsuranceInformationPolicyChargesAndPremiumRevenue.

The official record: Equitable Holdings’s 10-K, filed February 24, 2025, on SEC EDGAR. View the filing →

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Questions, answered.

What is Equitable Holdings's group retirement — policy charges and premium revenue?
Equitable Holdings (EQH) reported group retirement — policy charges and premium revenue of $79.25M in Q4 2024.
How has Equitable Holdings's group retirement — policy charges and premium revenue changed year-over-year?
Equitable Holdings's group retirement — policy charges and premium revenue increased by 18.3% year-over-year, from $67M to $79.25M.
What is the long-term trend for Equitable Holdings's group retirement — policy charges and premium revenue?
Over 3 years (2021 to 2024), Equitable Holdings's group retirement — policy charges and premium revenue has grown at a -5.0% compound annual growth rate (CAGR), from $370M to $317M.
What does group retirement — policy charges and premium revenue mean?
The total revenue earned from fees and premiums in the retirement segment.
How do you interpret group retirement — policy charges and premium revenue?
Higher revenue indicates strong product demand and effective pricing strategies.
How does group retirement — policy charges and premium revenue compare across companies?
Standard 'Net Premium and Fee Income' metric across the insurance industry.