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Equitable Holdings EQH Wealth Management — Policyholders’ benefits

Other segment segments

Retirement
$79M

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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 eqh:PolicyholderBenefitsAndClaimsIncurredNetAdjusted.

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
Segment revenues$1,748$1,134$544$548$(247)$3,727
Benefits and other deductions
Policyholders’ benefits79356435
Interest credited to policyholders’ account balances77454828
Commissions and distribution related payments17619435374(235)562
Amortization of deferred policy acquisition costs16450214
Compensation and benefits204638547615
Interest expense and financing fees758(4)61

Item 1. Consolidated Financial Statements

FAQ

What is Equitable Holdings's wealth management — policyholders’ benefits?
Equitable Holdings (EQH) reported wealth management — policyholders’ benefits of $0 in Q2 2026.
What does wealth management — policyholders’ benefits mean?
Reflects the total costs incurred for benefits paid to policyholders within the wealth management segment. This captures the direct financial obligations to clients associated with insurance or annuity products managed within this specific business unit.

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