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Equitable Holdings EQH Retirement — Amortization of deferred policy acquisition costs

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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:DeferredPolicyAcquisitionCostAmortizationExpenseNetInvestmentGainsLosses.

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 itemRetirementAsset ManagementWealth ManagementCorporate & OtherEliminationsTotal
Policyholders’ benefits79356435
Interest credited to policyholders’ account balances77454828
Commissions and distribution related payments17619435374(235)562
Amortization of deferred policy acquisition costs16450214
Compensation and benefits204638547615
Interest expense and financing fees758(4)61
Significant segment expenses1,213664438639(239)2,715
Other segment items (1)831862761(8)349

Item 1. Consolidated Financial Statements

FAQ

What is Equitable Holdings's retirement — amortization of deferred policy acquisition costs?
Equitable Holdings (EQH) reported retirement — amortization of deferred policy acquisition costs of $164M in Q2 2026.
How has Equitable Holdings's retirement — amortization of deferred policy acquisition costs changed year-over-year?
Equitable Holdings's retirement — amortization of deferred policy acquisition costs increased by 14.7% year-over-year, from $143M to $164M.
What does retirement — amortization of deferred policy acquisition costs mean?
The systematic recognition of capitalized costs associated with acquiring new retirement business over the expected life of the policies. This reflects the matching of acquisition expenses with the revenue generated by those policies.

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