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Equitable Holdings EQH Long-term investments

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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:Investments.

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 itemJune 30, 2026December 31, 2025
Other equity investments (1)3,6353,779
Trading securities, at fair value1,7491,572
Other invested assets (1)10,61610,968
Total investments125,851121,004
Cash and cash equivalents (1)17,18312,462
Cash and securities segregated, at fair value229499
Broker-dealer related receivables2,2912,162
Deferred policy acquisition costs7,6387,523

Item 1. Consolidated Financial Statements

FAQ

What is Equitable Holdings's long-term investments?
Equitable Holdings (EQH) reported long-term investments of $125.85B in Q2 2026.
How has Equitable Holdings's long-term investments changed year-over-year?
Equitable Holdings's long-term investments increased by 3.3% year-over-year, from $121.8B to $125.85B.
What is the long-term trend for Equitable Holdings's long-term investments?
Over 5 years (2020 to 2025), Equitable Holdings's long-term investments has grown at a 2.1% compound annual growth rate (CAGR), from $109.09B to $121B.
What does long-term investments mean?
Equity investments, venture capital, strategic stakes, and other investments with holding periods expected to exceed one year.

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