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Equitable Holdings EQH Momentum — Policyholder Account Balance, Surrender and Withdrawal

Other product segments

EG
$336M-3.7%
EI
$55M-15.4%
UL
$18M-14.3%
VUL
$1M0.0%

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PRURetirement — Policyholder Account Balance, Surrender and Withdrawal
$2.38B+43.7%
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RGAInsurance, Other — Policyholder Account Balance, Surrender and Withdrawal
-$598M-21.8%

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:PolicyholderAccountBalanceSurrenderAndWithdrawal.

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 momentum — policyholder account balance, surrender and withdrawal?
Equitable Holdings (EQH) reported momentum — policyholder account balance, surrender and withdrawal of $29M in Q1 2026.
How has Equitable Holdings's momentum — policyholder account balance, surrender and withdrawal changed year-over-year?
Equitable Holdings's momentum — policyholder account balance, surrender and withdrawal decreased by 6.5% year-over-year, from $31M to $29M.
What is the long-term trend for Equitable Holdings's momentum — policyholder account balance, surrender and withdrawal?
Over 4 years (2021 to 2025), Equitable Holdings's momentum — policyholder account balance, surrender and withdrawal has grown at a -5.9% compound annual growth rate (CAGR), from $152M to $119M.
What does momentum — policyholder account balance, surrender and withdrawal mean?
The total amount of money withdrawn or surrendered by policyholders from their accounts.
How do you interpret momentum — policyholder account balance, surrender and withdrawal?
Lower surrender rates are generally better as they indicate higher customer retention and stable long-term liabilities.
How does momentum — policyholder account balance, surrender and withdrawal compare across companies?
Commonly monitored as a 'surrender rate' or 'lapse rate' across the insurance industry.