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Equitable Holdings EQH Retirement — Interest credited to policyholders’ account balances

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PRURetirement — Interest credited to policyholders’ account balances
$690M+34.8%
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PRUPGIM — Interest credited to policyholders’ account balances
$0
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PRUTotal — Interest credited to policyholders’ account balances
$1.94B+71.0%
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PRUAnnuities — Interest credited to policyholders’ account balances
$118M+462%
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PRUGroup Insurance — Interest credited to policyholders’ account balances
$32M0.0%
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PRUIndividual Life — Interest credited to policyholders’ account balances
$163M+14.0%

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 eqh:PolicyholderAccountBalanceInterestExpenseAdjusted.

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
Segment revenues$1,748$1,134$544$548$(247)$3,727
Benefits and other deductions
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

Item 1. Consolidated Financial Statements

FAQ

What is Equitable Holdings's retirement — interest credited to policyholders’ account balances?
Equitable Holdings (EQH) reported retirement — interest credited to policyholders’ account balances of $774M in Q2 2026.
How has Equitable Holdings's retirement — interest credited to policyholders’ account balances changed year-over-year?
Equitable Holdings's retirement — interest credited to policyholders’ account balances increased by 22.5% year-over-year, from $632M to $774M.
What does retirement — interest credited to policyholders’ account balances mean?
The interest expense credited to the account balances of policyholders for fixed-rate annuity and retirement products. This represents the cost of capital for the company's fixed-income retirement offerings.

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