Equitable Holdings EQH Term — Weighted Average Interest Rate

Other product segments

Similar metrics at other companies

PRUTerm Life — Weighted-average interest rate (at current discount rate)

5.5%+0.1pp

PRULong- Term Care — Weighted-average interest rate (at current discount rate)

5.9%0.0pp

METVariable Life — Weighted-average interest accretion rate

1.5%0.0pp

PRURetirement — Weighted-average interest rate (at current discount rate)

5.5%+0.1pp

PRUInternational Businesses — Weighted-average interest rate (at current discount rate)

4.9%+0.9pp

METUniversal and Variable Universal Life — Weighted-average interest accretion rate

7%0.0pp

FAQ

What is Equitable Holdings's term — weighted average interest rate?

Equitable Holdings (EQH) reported term — weighted average interest rate of 5.5% in Q2 2026.

How has Equitable Holdings's term — weighted average interest rate changed year-over-year?

Equitable Holdings's term — weighted average interest rate decreased by 1.8% year-over-year, from 5.6% to 5.5%.

What is the long-term trend for Equitable Holdings's term — weighted average interest rate?

Over 2 years (2023 to 2025), Equitable Holdings's term — weighted average interest rate has grown at a 0.0% compound annual growth rate (CAGR), from 22.4% to 22.4%.

What does term — weighted average interest rate mean?

This metric represents the blended interest rate applied to the valuation of future policy benefit liabilities within the Term segment. It is derived from the expected returns on the assets backing these liabilities or the discount rates used to present-value future obligations. It provides insight into the sensitivity of the segment's balance sheet to interest rate fluctuations.