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Equitable Holdings EQH UL — Other (4)

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SPNTOther — Year 4
7.6%0.0pp
Lincoln National logo
LNCUL and Other — Gross deposits
41,600,000,000%+6,300,000,000pp
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LNCUL and Other — Interest credited
$357M+0.3%
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LNCUL and Other — Deferrals
$106M+12.8%
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LNCUL and Other — Cash surrender value
$32.39B-0.8%
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LNCUL and Other — Policyholder account balances
$35.72B-1.4%

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:PolicyholderAccountBalanceOther.

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 itemRetirement / GMx B CoreRetirement / SCS (1)Retirement / EQUI-VEST IndividualRetirement / EQUI-VEST GroupRetirement / MomentumCorporate and Other / Universal LifeCorporate and Other / Variable Universal LifeCorporate and Other / GMx B Legacy
Benefit payments(241)(23)(34)(1)(79)(20)(8)
Net transfers from (to) Separate Account(56)6,47310153(19)1765
Interest credited (2)26,0882617551061086
Other (4)1
Balance, end of period$(70)$90,076$1,738$10,905$438$4,868$5,288$216
Weighted-average crediting rate1.84%N/A2.99%2.66%2.30%3.85%3.67%2.78%
Net amount at risk (3)$2,799$3$94$6$30,087$116,980$13,628
Cash surrender value$160$85,864$1,733$10,857$438$3,266$3,247$401

Item 1. Consolidated Financial Statements

FAQ

What is Equitable Holdings's UL — other (4)?
Equitable Holdings (EQH) reported UL — other (4) of $0 in Q2 2026.
What does UL — other (4) mean?
Miscellaneous adjustments or flows affecting the Universal Life policyholder account balance that do not fall into standard categories like premiums, charges, or benefits. This captures residual activity necessary for a full reconciliation of the account.

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