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

Other segment segments

Retirement
$1.16B
Asset Management
$629M-0.2%

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WTFCWealth management — Total non-interest expense
$35.62M+6.5%

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 eqh:BenefitsLossesAndExpensesAdjusted.

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 wealth management — benefits, losses and expenses, adjusted?
Equitable Holdings (EQH) reported wealth management — benefits, losses and expenses, adjusted of $441M in Q1 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 17.6% year-over-year, from $375M to $441M.
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 total adjusted operating costs for the wealth management segment.
How do you interpret wealth management — benefits, losses and expenses, adjusted?
A decrease relative to revenue indicates improved operating leverage and higher segment profitability.
How does wealth management — benefits, losses and expenses, adjusted compare across companies?
Comparable to total operating expense metrics for financial services segments.