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Equitable Holdings EQH IE — Investment performance

Other product segments

EG
-98,200,000,000%+11.1%
VUL
-65,900,000,000%-4.1%
EI
-18,700,000,000%+9.7%
Momentum
-11,900,000,000%-17.8%

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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:SeparateAccountLiabilityIncreaseDecreaseFromInvestedPerformance.

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 IE — investment performance?
Equitable Holdings (EQH) reported IE — investment performance of -11,900,000,000% in Q1 2026.
How has Equitable Holdings's IE — investment performance changed year-over-year?
Equitable Holdings's IE — investment performance decreased by 25.3% year-over-year, from -9,500,000,000% to -11,900,000,000%.
What is the long-term trend for Equitable Holdings's IE — investment performance?
Over 2 years (2021 to 2025), Equitable Holdings's IE — investment performance has grown at a 20.2% compound annual growth rate (CAGR), from 40,700,000,000% to 58,800,000,000%.
What does IE — investment performance mean?
The profit or loss generated by the investment portfolios managed within this segment.
How do you interpret IE — investment performance?
Positive performance drives growth in assets under management and fee revenue, while negative performance can lead to asset outflows.
How does IE — investment performance compare across companies?
Comparable to investment income or portfolio return metrics reported by asset managers and insurance companies.