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Equitable Holdings EQH Momentum — Policyholders’ account balance reconciliation

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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:PolicyholderFunds.

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 itemJune 30, 2026December 31, 2025
SCS$90,076$80,752
EQUI-VEST Individual1,7381,819
EQUI-VEST Group10,90510,968
Momentum438489
GMxB Core(70)(52)
Corporate and Other
Universal Life4,8684,924
Variable Universal Life5,2885,165

Item 1. Consolidated Financial Statements

FAQ

What is Equitable Holdings's momentum — policyholders’ account balance reconciliation?
Equitable Holdings (EQH) reported momentum — policyholders’ account balance reconciliation of $438M in Q2 2026.
How has Equitable Holdings's momentum — policyholders’ account balance reconciliation changed year-over-year?
Equitable Holdings's momentum — policyholders’ account balance reconciliation decreased by 12.0% year-over-year, from $498M to $438M.
What is the long-term trend for Equitable Holdings's momentum — policyholders’ account balance reconciliation?
Over 3 years (2022 to 2025), Equitable Holdings's momentum — policyholders’ account balance reconciliation has grown at a -11.3% compound annual growth rate (CAGR), from $2.87B to $2B.
What does momentum — policyholders’ account balance reconciliation mean?
This represents the net change in the total liability held for policyholder accounts, accounting for premiums, interest, withdrawals, and transfers. It provides a comprehensive view of the cash flow dynamics within the segment's insurance liabilities. This reconciliation is essential for understanding the net growth or contraction of the policyholder base.

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