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Equitable Holdings EQH Momentum — Separate Account, Liability, Policy Charge

Other product segments

VUL
15,000,000,000%+3.4%
EG
400,000,000%+33.3%
EI
100,000,000%0.0%
IE
0%

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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:SeparateAccountLiabilityPolicyCharge.

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 / EQUI-VEST IndividualRetirement / Investment EdgeRetirement / EQUI-VEST GroupRetirement / MomentumCorporate and Other / VULCorporate and Other / GMx B Legacy
Balance, beginning of period$30,720$4,836$5,312$33,714$5,174$20,383$28,209
Premiums and deposits839451,2211,32729667492
Policy charges(255)(2)(9)(13)(294)(245)
Surrenders and withdrawals(2,009)(270)(341)(1,557)(503)(308)(1,579)
Benefit payments(136)(32)(25)(40)(6)(122)(317)
Investment performance (1)2,0994373983,3364691,9062,318
Net transfers from (to) General Account56(10)(910)(153)19(176)(6)
Other charges (2)3(103)

Item 1. Consolidated Financial Statements

FAQ

What is Equitable Holdings's momentum — separate account, liability, policy charge?
Equitable Holdings (EQH) reported momentum — separate account, liability, policy charge of 700,000,000% in Q2 2026.
How has Equitable Holdings's momentum — separate account, liability, policy charge changed year-over-year?
Equitable Holdings's momentum — separate account, liability, policy charge increased by 16.7% year-over-year, from 600,000,000% to 700,000,000%.
What is the long-term trend for Equitable Holdings's momentum — separate account, liability, policy charge?
Over 4 years (2021 to 2025), Equitable Holdings's momentum — separate account, liability, policy charge has grown at a 3.2% compound annual growth rate (CAGR), from 2,200,000,000% to 2,500,000,000%.
What does momentum — separate account, liability, policy charge mean?
This represents the fees and charges deducted from separate account policyholder balances to cover administrative costs and insurance risk. It is a key source of fee-based revenue for the segment.

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