Skip to content
Screener

Equitable Holdings EQH Momentum — Policyholder Account Balance, Benefit Payment

Other product segments

UL
$36M-35.7%
VUL
$27M-15.6%
EG
$18M+28.6%
EI
$11M-38.9%

Similar metrics at other companies

Unum logo
UNMVoluntary Benefits — Policyholder Account Balance, Benefit Payment
$1.4M-6.7%
Globe Life logo
GLOther — Policyholder Account Balance, Benefit Payment
$0
Fidelity National Financial logo
FNFFABN — Policyholder Account Balance, Benefit Payment
$30M+150%
Fidelity National Financial logo
FNFFHLB — Policyholder Account Balance, Benefit Payment
$1.12B+11.9%
Prudential Financial logo
PRUAnnuities — Policyholder Account Balance, Benefit Payment
$31M+34.8%
Brighthouse Financial logo
BHFULSG — Policyholder Account Balance, Benefit Payment
$9M-74.3%

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

See full
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

See full
Operating cash flow$643.0M+88.6%

Valuation

See full
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:PolicyholderAccountBalanceBenefitPayment.

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
Premiums received454351629520271372
Policy charges6(52)(3)(314)(143)17
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

Item 1. Consolidated Financial Statements

FAQ

What is Equitable Holdings's momentum — policyholder account balance, benefit payment?
Equitable Holdings (EQH) reported momentum — policyholder account balance, benefit payment of $1M in Q2 2026.
What is the long-term trend for Equitable Holdings's momentum — policyholder account balance, benefit payment?
Over 2 years (2021 to 2025), Equitable Holdings's momentum — policyholder account balance, benefit payment has grown at a 22.5% compound annual growth rate (CAGR), from $2M to $3M.
What does momentum — policyholder account balance, benefit payment mean?
This represents the payments made to policyholders or beneficiaries upon the occurrence of a covered event, such as death or the maturity of an annuity contract. It reflects the core fulfillment of the insurance promise and the realization of actuarial liabilities. Consistent monitoring is necessary to ensure that benefit payments align with actuarial expectations and reserve levels.

Ask your AI about Equitable Holdings's momentum — policyholder account balance, benefit payment.

Connect your AI assistant and compare segments, right in your chat.

Connect your AI
Harbor at dusk
Claude