Equitable Holdings (EQH) Wealth Management — Future policy benefits and other policyholders’ liabilities

Screener

Other segment segments

Retirement

$5.32B—

Asset Management

$0—

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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:SupplementaryInsuranceInformationLiabilityForFuturePolicyBenefitsLossesClaimsAndLossExpenseReserves.

The source filing: Equitable Holdings’s 10-K, filed February 25, 2026.

Filed: Feb 25, 2026, 3:26 PM EST
Fiscal year: FY2025
Accession: 0001333986-26-000012

Line item	Retirement	Asset Management	Wealth Management	Corporate and Other	Elim-inations	Total
Deferred policy acquisition costs	$5,163	—	—	$2,360	—	$7,523
Policyholders’ account balances	118,537	—	—	14,896	—	133,433
Future policy benefits and other policyholders’ liabilities	5,318	—	—	12,342	—	17,660
Policy charges and premium revenue	1,217	—	—	1,997	—	3,214
Net derivative gains (losses)	(2,268)	(29)	—	223	19	(2,055)
Net investment income (loss)	4,294	20	12	785	123	5,234
Policyholders’ benefits and interest credited	2,896	—	—	2,515	—	5,411
Amortization of deferred policy acquisition costs	591	—	—	198	—	789

Item 8. Financial Statements and Supplementary Data

FAQ

What is Equitable Holdings's wealth management — future policy benefits and other policyholders’ liabilities?: Equitable Holdings (EQH) reported wealth management — future policy benefits and other policyholders’ liabilities of $0 in Q4 2025.
What does wealth management — future policy benefits and other policyholders’ liabilities mean?: This represents the estimated present value of future benefit payments that the company expects to make to policyholders. It is an actuarial calculation based on assumptions regarding mortality, morbidity, and investment returns. This metric is essential for assessing the long-term solvency and risk exposure of the segment's insurance and annuity products.