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Equitable Holdings EQH Wealth Management — Policyholders’ benefits

Other segment segments

Retirement
$70M—
Asset Management
$0—

Similar metrics at other companies

Northern Trust logo
NTRSWEALTH MANAGEMENT — Employee Benefits
$23.8M+4.8%
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WTFCWealth management — Benefits
$3.07M+3.0%
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RFWealth Management — Salaries and employee benefits
$76M+8.6%
Northern Trust logo
NTRSWealth Management Segment — Compensation and Benefits
$177.3M+3.3%
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CWealth — Compensation expense
$866M-1.6%
Prudential Financial logo
PRUCorporate and Other — Policyholders’ benefits
-$3M+62.5%

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:PolicyholderBenefitsAndClaimsIncurredNetAdjusted.

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 — policyholders’ benefits?
Equitable Holdings (EQH) reported wealth management — policyholders’ benefits of $0 in Q1 2026.
What does wealth management — policyholders’ benefits mean?
The total cost of benefits paid out to policyholders in the wealth management segment.
How do you interpret wealth management — policyholders’ benefits?
An increase may signal higher claims activity or a shift in product mix toward more benefit-intensive offerings, potentially impacting segment margins.
How does wealth management — policyholders’ benefits compare across companies?
Comparable to policy benefit expenses reported by diversified financial services and insurance companies.