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Equitable Holdings EQH Retirement — Policy charges and premium revenue

Other segment segments

Asset Management
$0
Wealth Management
$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 eqh:SupplementaryInsuranceInformationPolicyChargesAndPremiumRevenue.

The source filing: Equitable Holdings’s 10-K, filed February 25, 2026.

Filed
Feb 25, 2026, 3:26 PM EST
Fiscal year
FY2025
Accession
0001333986-26-000012
Line itemRetirementAsset ManagementWealth ManagementCorporate and OtherElim-inationsTotal
Deferred policy acquisition costs$5,163$2,360$7,523
Policyholders’ account balances118,53714,896133,433
Future policy benefits and other policyholders’ liabilities5,31812,34217,660
Policy charges and premium revenue1,2171,9973,214
Net derivative gains (losses)(2,268)(29)22319(2,055)
Net investment income (loss)4,29420127851235,234
Policyholders’ benefits and interest credited2,8962,5155,411
Amortization of deferred policy acquisition costs591198789

Item 8. Financial Statements and Supplementary Data

FAQ

What is Equitable Holdings's retirement — policy charges and premium revenue?
Equitable Holdings (EQH) reported retirement — policy charges and premium revenue of $304.25M in Q4 2025.
How has Equitable Holdings's retirement — policy charges and premium revenue changed year-over-year?
Equitable Holdings's retirement — policy charges and premium revenue increased by 3.1% year-over-year, from $295M to $304.25M.
What is the long-term trend for Equitable Holdings's retirement — policy charges and premium revenue?
Over 2 years (2023 to 2025), Equitable Holdings's retirement — policy charges and premium revenue has grown at a 7.2% compound annual growth rate (CAGR), from $1.06B to $1.22B.
What does retirement — policy charges and premium revenue mean?
The total revenue generated from fees charged to policyholders and premiums collected for retirement products. This represents the top-line income generated by the segment before investment income and expenses.

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