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Equitable Holdings EQH IE — Cash surrender value

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Other financials

Income statement

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Revenue$1.7B-29.8%
Net income-$453.0M-29.8%
EPS (diluted)-$1.68-38.8%

Balance sheet

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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

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Operating cash flow$643.0M+88.6%

Valuation

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Market cap$14B-9.3%
Enterprise value$658.75M-86.3%
P/S1.3×+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:SeparateAccountLiabilityCashSurrenderValueAmount.

The source filing: Equitable Holdings’s 10-Q, filed August 6, 2026.

Filed
Aug 6, 2026, 2:06 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001333986-26-000040
Line itemRetirement / GMx B CoreRetirement / EQUI-VEST IndividualRetirement / Investment EdgeRetirement / EQUI-VEST GroupRetirement / MomentumCorporate and Other / VULCorporate and Other / GMx B Legacy
Policy charges(255)(2)(9)(13)(294)(245)
Surrenders and withdrawals(2,009)(270)(341)(1,557)(503)(308)(1,579)
Benefit payments(136)(32)(25)(40)(6)(122)(317)
Investment performance (1)2,0994373983,3364691,9062,318
Net transfers from (to) General Account56(10)(910)(153)19(176)(6)
Other charges (2)3(103)
Balance, end of period$31,314$5,004$5,655$36,618$5,436$22,066$28,369
Cash surrender value$30,479$4,975$5,575$36,293$5,430$21,494$28,179

Item 1. Consolidated Financial Statements

FAQ

What is Equitable Holdings's IE — cash surrender value?
Equitable Holdings (EQH) reported IE — cash surrender value of 557,500,000,000% in Q2 2026.
How has Equitable Holdings's IE — cash surrender value changed year-over-year?
Equitable Holdings's IE — cash surrender value increased by 11.9% year-over-year, from 498,300,000,000% to 557,500,000,000%.
What is the long-term trend for Equitable Holdings's IE — cash surrender value?
Over 3 years (2022 to 2025), Equitable Holdings's IE — cash surrender value has grown at a 10.4% compound annual growth rate (CAGR), from 1,485,800,000,000% to 2,001,300,000,000%.
What does IE — cash surrender value mean?
This metric measures the total amount payable to policyholders upon the voluntary termination of their annuity contracts before maturity. It reflects the liquidity risk and potential cash outflow pressure on the Investment Edge product segment. High values relative to total assets indicate a higher propensity for policyholders to exit their positions.

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