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Equitable Holdings EQH VUL — Policyholder Account Balance, Policy Charge

Other product segments

UL
$153M-6.7%
EG
$2M0.0%
EI
$0
Momentum
$0

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PRUAnnuities — Policyholder Account Balance, Policy Charge
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BHFULSG — Policyholder Account Balance, Policy Charge
$238M-2.1%

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 us-gaap:PolicyholderAccountBalancePolicyCharge.

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
Balance, beginning of period$(52)$80,752$1,819$10,968$489$4,924$5,165$222
Premiums received454351629520271372
Policy charges6(52)(3)(314)(143)17
Surrenders and withdrawals(15)(3,379)(110)(649)(56)(40)(35)(29)
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

Item 1. Consolidated Financial Statements

FAQ

What is Equitable Holdings's VUL — policyholder account balance, policy charge?
Equitable Holdings (EQH) reported VUL — policyholder account balance, policy charge of $74M in Q2 2026.
How has Equitable Holdings's VUL — policyholder account balance, policy charge changed year-over-year?
Equitable Holdings's VUL — policyholder account balance, policy charge increased by 5.7% year-over-year, from $70M to $74M.
What is the long-term trend for Equitable Holdings's VUL — policyholder account balance, policy charge?
Over 4 years (2021 to 2025), Equitable Holdings's VUL — policyholder account balance, policy charge has grown at a 3.5% compound annual growth rate (CAGR), from $244M to $280M.
What does VUL — policyholder account balance, policy charge mean?
This represents the fees and charges deducted from policyholder account balances to cover administrative costs, mortality risks, and other expenses. It is a key source of fee-based revenue for the insurance segment.

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