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Equitable Holdings EQH Term — Deferred Policy Acquisition Costs Recovery of Acquisition Cost

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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:DeferredPolicyAcquisitionCostsRecoveryOfAcquisitionCost.

The source filing: Equitable Holdings’s 10-Q, filed May 7, 2026.

Filed
May 7, 2026, 4:23 PM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0001333986-26-000025
Line itemThree Months Ended March 31, 2026 / Retirement / GMx B CoreThree Months Ended March 31, 2026 / Retirement / EIThree Months Ended March 31, 2026 / Retirement / IEThree Months Ended March 31, 2026 / Retirement / SCSThree Months Ended March 31, 2026 / Retirement / EGThree Months Ended March 31, 2026 / Retirement / MomentumThree Months Ended March 31, 2026 / Corporate and Other / TermThree Months Ended March 31, 2026 / Corporate and Other / ULThree Months Ended March 31, 2026 / Corporate and Other / VULThree Months Ended March 31, 2026 / Corporate and Other / IULThree Months Ended March 31, 2026 / Corporate and Other / GMx B LegacyCorporate and Other / CB (1)Total
(in millions)
Balance, beginning of period$1,587$153$273$2,274$789$79$288$167$1,143$181$472$98$7,504
Capitalization38318183153223015300
Amortization(41)(3)(6)(95)(12)(4)(8)(3)(17)(3)(15)(2)(209)
Recovery of acquisition costs (2)(19)(9)(1)(3)(32)
Balance, end of period$1,584$153$285$2,343$792$78$273$165$1,153$179$462$96$7,563

Item 1. Consolidated Financial Statements

FAQ

What is Equitable Holdings's term — deferred policy acquisition costs recovery of acquisition cost?
Equitable Holdings (EQH) reported term — deferred policy acquisition costs recovery of acquisition cost of $9M in Q1 2026.
What does term — deferred policy acquisition costs recovery of acquisition cost mean?
This represents the reversal or recovery of previously capitalized acquisition costs, often triggered by policy terminations or adjustments in expected future cash flows. It serves as an adjustment to the carrying value of deferred assets when the underlying policy assumptions change.

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