What does retirement — policyholders’ account balances mean?

The total amount of money the company owes to retirement policyholders.

How do you interpret retirement — policyholders’ account balances?

An increase reflects growth in the retirement business and higher customer deposits, but also increases the company's long-term financial obligations.

How does retirement — policyholders’ account balances compare across companies?

Standard liability metric for annuity and retirement plan providers.

Equitable Holdings EQH Retirement — Policyholders’ account balances

Other segment segments

Asset Management

$0—

Wealth Management

$0—

Similar metrics at other companies

PRURetirement — Policyholder Account Balance, Benefit Payment

$219M+12.9%

PRURetirement — Separate account liabilities

$11.68B-5.4%

PRURetirement — Policyholders’ account balances

$19.79B+35.7%

CRBGIndividual Retirement — Liability

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CRBGGroup Retirement — Policyholder Account Balance, Benefit Payment

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CRBGGroup Retirement — Policyholder account balance

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Other financials

Income statement

See full

Revenue$4.2B-7.6%

Net income$621.0M+886%

EPS (diluted)$2.14+1,238%

Balance sheet

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Cash & equivalents$9.9B+21.3%

Total debt$3.8B-11.4%

Total equity$273.0M-88.6%

Total assets$310.38B+8.0%

Cash flow

See full

Operating cash flow$499.0M+216%

Valuation

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Market cap$12.75B-34.9%

Enterprise value$6.68B-64.1%

P/S1.1×-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:PolicyholderContractDeposits.

The official record: Equitable Holdings’s 10-K, filed February 25, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Equitable Holdings's retirement — policyholders’ account balances?: Equitable Holdings (EQH) reported retirement — policyholders’ account balances of $118.54B in Q4 2025.
What does retirement — policyholders’ account balances mean?: The total amount of money the company owes to retirement policyholders.
How do you interpret retirement — policyholders’ account balances?: An increase reflects growth in the retirement business and higher customer deposits, but also increases the company's long-term financial obligations.
How does retirement — policyholders’ account balances compare across companies?: Standard liability metric for annuity and retirement plan providers.