Skip to content
Screener

Equitable Holdings EQH Wealth Management — Benefits, Losses And Expenses, Adjusted

Other segment segments

Retirement
$1.21B

Similar metrics at other companies

Ameriprise Financial logo
AMPAdvice & Wealth Management — Adjusted Cost And Expenses
$2.22B+11.8%
Regions Financial logo
RFWealth Management — Other expenses (benefits)
$48M-5.9%
Wintrust Financial logo
WTFCWealth management — Benefits
$2.63M+6.0%
Midland States Bancorp logo
MSBIWealth Management — Noninterest Expense, Other, Adjusted
$1.82M+5.8%
Ameriprise Financial logo
AMPAdvice & Wealth Management — Benefits, claims, losses and settlement expenses
$0
Lazard logo
LAZAsset Management — Adjusted Compensation and Benefits Expense
$185.29M+32.7%

Other financials

Income statement

See full
Revenue$1.7B-29.8%
Net income-$453.0M-29.8%
EPS (diluted)-$1.68-38.8%

Balance sheet

See full
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

See full
Operating cash flow$643.0M+88.6%

Valuation

See full
Market cap$14B-9.3%
Enterprise value$658.75M-86.3%
P/S1.3×+0.2×

Profitability

See full
Net margin-5.9%

Returns & leverage

See full
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:BenefitsLossesAndExpensesAdjusted.

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 itemRetirementAsset ManagementWealth ManagementCorporate & OtherEliminationsTotal
Amortization of deferred policy acquisition costs16450214
Compensation and benefits204638547615
Interest expense and financing fees758(4)61
Significant segment expenses1,213664438639(239)2,715
Other segment items (1)831862761(8)349
Income taxes(50)(36)(16)18(84)
Less: Operating (earnings) loss attributable to the noncontrolling interest90191
Operating earnings (loss)$402$158$63$(135)$488

Item 1. Consolidated Financial Statements

FAQ

What is Equitable Holdings's wealth management — benefits, losses and expenses, adjusted?
Equitable Holdings (EQH) reported wealth management — benefits, losses and expenses, adjusted of $438M in Q2 2026.
How has Equitable Holdings's wealth management — benefits, losses and expenses, adjusted changed year-over-year?
Equitable Holdings's wealth management — benefits, losses and expenses, adjusted increased by 15.9% year-over-year, from $378M to $438M.
What is the long-term trend for Equitable Holdings's wealth management — benefits, losses and expenses, adjusted?
Over 3 years (2022 to 2025), Equitable Holdings's wealth management — benefits, losses and expenses, adjusted has grown at a 8.5% compound annual growth rate (CAGR), from $1.25B to $1.6B.
What does wealth management — benefits, losses and expenses, adjusted mean?
The aggregate of all adjusted operating costs, including benefits, commissions, and administrative expenses, incurred by the wealth management segment. This provides a comprehensive view of the total cost structure required to operate the business.

Ask your AI about Equitable Holdings's wealth management — benefits, losses and expenses, adjusted.

Connect your AI assistant and compare segments, right in your chat.

Connect your AI
Harbor at dusk
Claude