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Equitable Holdings EQH Term — Effect of changes in discount rate assumptions
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Where this comes from
Reported directly by Equitable Holdings in its filing.
Tagged under the XBRL concept us-gaap:AociLiabilityForFuturePolicyBenefitExpectedNetPremiumBeforeTax.
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 item | Six Months Ended June 30, 2026 / Retirement / Payout | Six Months Ended June 30, 2026 / Corporate & Other / Term | Six Months Ended June 30, 2026 / Corporate & Other / Group Pension | Six Months Ended June 30, 2026 / Corporate & Other / Health | Six Months Ended June 30, 2025 / Retirement / Payout | Six Months Ended June 30, 2025 / Corporate & Other / Term | Six Months Ended June 30, 2025 / Corporate & Other / Group Pension | Six Months Ended June 30, 2025 / Corporate & Other / Health |
|---|---|---|---|---|---|---|---|---|
| Interest accrual | — | 43 | — | — | — | 47 | — | (1) |
| Net premiums collected | — | (81) | — | 2 | — | (90) | — | 3 |
| Ending Balance at original discount rate | — | 1,725 | — | (23) | — | 1,882 | — | (26) |
| Effect of changes in discount rate assumptions | — | (15) | — | 1 | — | — | — | 1 |
| Balance, end of period | — | $1,710 | — | $(22) | — | $1,882 | — | $(25) |
| Present Value of Expected Future Policy Benefits | ||||||||
| Balance, beginning of period | $5,243 | $3,058 | $432 | $1,293 | $5,050 | $3,216 | $460 | $1,337 |
| Beginning balance of original discount rate | 5,402 | 2,991 | 472 | 1,458 | 5,390 | 3,215 | 514 | 1,555 |
Item 1. Consolidated Financial Statements
FAQ
- What is Equitable Holdings's term — effect of changes in discount rate assumptions?
- Equitable Holdings (EQH) reported term — effect of changes in discount rate assumptions of -$15M in Q2 2026.
- What is the long-term trend for Equitable Holdings's term — effect of changes in discount rate assumptions?
- Over 3 years (2022 to 2025), Equitable Holdings's term — effect of changes in discount rate assumptions has grown at a -41.6% compound annual growth rate (CAGR), from -$186M to $37M.
- What does term — effect of changes in discount rate assumptions mean?
- Quantifies the impact on the liability for future policy benefits resulting from changes in the discount rate used to calculate the present value of those obligations. This metric highlights the sensitivity of the segment's balance sheet to interest rate fluctuations.
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