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Equitable Holdings EQH Momentum — Separate Account, Liability, Surrender and Withdrawal

Other product segments

EG
74,900,000,000%+25.7%
IE
18,700,000,000%+55.8%
EI
14,200,000,000%+32.7%
VUL
13,500,000,000%-15.6%

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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:SeparateAccountLiabilitySurrenderAndWithdrawal.

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, surrender and withdrawal?
Equitable Holdings (EQH) reported momentum — separate account, liability, surrender and withdrawal of 23,900,000,000% in Q2 2026.
How has Equitable Holdings's momentum — separate account, liability, surrender and withdrawal changed year-over-year?
Equitable Holdings's momentum — separate account, liability, surrender and withdrawal increased by 21.3% year-over-year, from 19,700,000,000% to 23,900,000,000%.
What is the long-term trend for Equitable Holdings's momentum — separate account, liability, surrender and withdrawal?
Over 4 years (2021 to 2025), Equitable Holdings's momentum — separate account, liability, surrender and withdrawal has grown at a 1.5% compound annual growth rate (CAGR), from 89,200,000,000% to 94,600,000,000%.
What does momentum — separate account, liability, surrender and withdrawal mean?
This tracks the outflows from separate account liabilities due to policyholder surrenders, partial withdrawals, or contract terminations. It measures the retention of assets and the stability of the customer base.

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