Skip to content
Screener

Equitable Holdings EQH Wealth Management — Expense related to distribution fees

Similar metrics at other companies

Monster Beverage logo
MNSTAlcohol Brands — Expense Related To Distribution Or Servicing And Underwriting Fees
$2.27M-24.3%
Monster Beverage logo
MNSTStrategic Brands — Expense Related To Distribution Or Servicing And Underwriting Fees
$2.67M+140%
Navient logo
NAVIBusiness Processing — Expense Related To Distribution Or Servicing And Underwriting Fees
$0
Navient logo
NAVIConsumer Lending — Expense Related To Distribution Or Servicing And Underwriting Fees
$14M-6.7%
Progressive logo
PGRUnderwriting operations — Expense Related to Distribution or Servicing and Underwriting Fees
$4.59B+9.8%
Monster Beverage logo
MNSTAll Other Segments — Expense Related To Distribution Or Servicing And Underwriting Fees
$10K

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 us-gaap:ExpenseRelatedToDistributionOrServicingAndUnderwritingFees.

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

(3) Inter-segment distribution fees of $235 million and $473 million for the three and six months ended June 30, 2026, respectively,and $222 million and $440 million for the three and six months ended June 30, 2025, respectively, are included in segment revenues of the Wealth Management segment.

Item 1. Consolidated Financial Statements

FAQ

What is Equitable Holdings's wealth management — expense related to distribution fees?
Equitable Holdings (EQH) reported wealth management — expense related to distribution fees of $235M in Q2 2026.
How has Equitable Holdings's wealth management — expense related to distribution fees changed year-over-year?
Equitable Holdings's wealth management — expense related to distribution fees increased by 5.9% year-over-year, from $222M to $235M.
What is the long-term trend for Equitable Holdings's wealth management — expense related to distribution fees?
Over 4 years (2021 to 2025), Equitable Holdings's wealth management — expense related to distribution fees has grown at a 5.2% compound annual growth rate (CAGR), from $748M to $915M.
What does wealth management — expense related to distribution fees mean?
These are the costs incurred by the Wealth Management segment to compensate third-party distributors, advisors, or internal sales channels for selling investment products. This metric reflects the variable cost structure associated with acquiring and maintaining client assets under management. It is a key indicator of the segment's distribution efficiency and competitive positioning in the advisory market.

Ask your AI about Equitable Holdings's wealth management — expense related to distribution fees.

Connect your AI assistant and compare it to peers, right in your chat.

Connect your AI
Harbor at dusk
Claude