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Equitable Holdings EQH Momentum — Interest credited to policyholders’ account balances

Other product segments

EG
$126M+12.5%
VUL
$69M-14.8%
UL
$53M-1.9%
EI
$13M-13.3%

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PRUAnnuities — Interest credited to policyholders’ account balances
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PRUPGIM — Interest credited to policyholders’ account balances
$0
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PRURetirement — Interest credited to policyholders’ account balances
$690M+34.8%
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PRUTotal — Interest credited to policyholders’ account balances
$1.94B+71.0%
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PRULife/Disability — Interest credited to policyholders’ account balances
$32M0.0%
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PRUGuaranteed Universal Life — Interest credited to policyholders’ account balances
$96M+4.3%

Other financials

Income statement

See full
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

See full
Net margin-5.9%

Returns & leverage

See full
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:InterestCreditedToPolicyholdersAccountBalances.

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 / SCS (1)Retirement / EQUI-VEST IndividualRetirement / EQUI-VEST GroupRetirement / MomentumCorporate and Other / Universal LifeCorporate and Other / Variable Universal LifeCorporate and Other / GMx B Legacy
Surrenders and withdrawals(15)(3,379)(110)(649)(56)(40)(35)(29)
Benefit payments(241)(23)(34)(1)(79)(20)(8)
Net transfers from (to) Separate Account(56)6,47310153(19)1765
Interest credited (2)26,0882617551061086
Other (4)1
Balance, end of period$(70)$90,076$1,738$10,905$438$4,868$5,288$216
Weighted-average crediting rate1.84%N/A2.99%2.66%2.30%3.85%3.67%2.78%
Net amount at risk (3)$2,799$3$94$6$30,087$116,980$13,628

Item 1. Consolidated Financial Statements

FAQ

What is Equitable Holdings's momentum — interest credited to policyholders’ account balances?
Equitable Holdings (EQH) reported momentum — interest credited to policyholders’ account balances of $2M in Q2 2026.
How has Equitable Holdings's momentum — interest credited to policyholders’ account balances changed year-over-year?
Equitable Holdings's momentum — interest credited to policyholders’ account balances decreased by 33.3% year-over-year, from $3M to $2M.
What is the long-term trend for Equitable Holdings's momentum — interest credited to policyholders’ account balances?
Over 4 years (2021 to 2025), Equitable Holdings's momentum — interest credited to policyholders’ account balances has grown at a -5.4% compound annual growth rate (CAGR), from $15M to $12M.
What does momentum — interest credited to policyholders’ account balances mean?
This represents the interest expense accrued on policyholder account balances within the Momentum segment. It reflects the cost of capital paid to policyholders based on the contractual crediting rates applied to their account values.

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