Skip to content
Screener

Equitable Holdings EQH Wealth Management — Policyholders’ benefits and interest credited

Similar metrics at other companies

Wintrust Financial logo
WTFCWealth management — Benefits
$2.63M+6.0%
Morgan Stanley logo
MSWealth Management1 — Asset management
$5.26B+19.3%
Morgan Stanley logo
MSWealth Management1 — Compensation and benefits
$4.65B+12.1%
Oppenheimer Holdings logo
OPYWealth Management — Interest
$20.86M-2.9%
F.N.B. Corporation logo
FNBWealth Management — Salaries and employee benefits
$12M+9.1%
Renasant logo
RNSTWealth Management — Salaries and employee benefits
$4.99M+40.3%

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 eqh:SupplementaryInsuranceInformationPolicyholdersBenefitAndInterestCredited.

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 itemRetirementAsset ManagementWealth ManagementCorporate and OtherElim-inationsTotal
Policyholders’ account balances118,53714,896133,433
Future policy benefits and other policyholders’ liabilities5,31812,34217,660
Policy charges and premium revenue1,2171,9973,214
Net derivative gains (losses)(2,268)(29)22319(2,055)
Net investment income (loss)4,29420127851235,234
Policyholders’ benefits and interest credited2,8962,5155,411
Amortization of deferred policy acquisition costs591198789
All other operating expenses (1)7893,4931,6831,644(951)6,658

Item 8. Financial Statements and Supplementary Data

FAQ

What is Equitable Holdings's wealth management — policyholders’ benefits and interest credited?
Equitable Holdings (EQH) reported wealth management — policyholders’ benefits and interest credited of $0 in Q4 2025.
What does wealth management — policyholders’ benefits and interest credited mean?
This metric represents the aggregate financial obligations owed to policyholders within the wealth management segment, including both direct benefit payouts and interest accrued on account balances. It reflects the cost of servicing insurance-linked products and retirement accounts held by clients. Monitoring this helps assess the long-term liability profile and the interest-bearing nature of the segment's product suite.

Ask your AI about Equitable Holdings's wealth management — policyholders’ benefits and interest credited.

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

Connect your AI
Harbor at dusk
Claude