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Equitable Holdings EQH Term — Effect of changes in discount rate assumptions

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UNMVoluntary Benefits — Effect of change in discount rate assumptions
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Other financials

Income statement

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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

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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

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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 us-gaap:AociLiabilityForFuturePolicyBenefitExpectedNetPremiumBeforeTax.

The official record: Equitable Holdings’s 10-Q, filed May 7, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

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 -$16M in Q1 2026.
How has Equitable Holdings's term — effect of changes in discount rate assumptions changed year-over-year?
Equitable Holdings's term — effect of changes in discount rate assumptions decreased by 128.6% year-over-year, from -$7M to -$16M.
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?
The change in the value of future insurance liabilities caused by adjusting the interest rate used for discounting.
How do you interpret term — effect of changes in discount rate assumptions?
A large negative impact indicates that rising discount rates have reduced the present value of liabilities, which is generally favorable for capital adequacy.
How does term — effect of changes in discount rate assumptions compare across companies?
Similar to 'Discount Rate Sensitivity' or 'Assumption Change Impact' reported under LDTI accounting standards.