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Equitable Holdings EQH Interest credited to policyholders’ account balances

Interest credited to policyholders’ account balances at other companies

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Segments

By segment

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Retirement$774M

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:PolicyholderAccountBalanceInterestExpenseAdjusted.

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 interest credited to policyholders’ account balances?
Equitable Holdings (EQH) reported interest credited to policyholders’ account balances of $828M in Q2 2026.
How has Equitable Holdings's interest credited to policyholders’ account balances changed year-over-year?
Equitable Holdings's interest credited to policyholders’ account balances increased by 2.9% year-over-year, from $805M to $828M.
What is the long-term trend for Equitable Holdings's interest credited to policyholders’ account balances?
Over 3 years (2022 to 2025), Equitable Holdings's interest credited to policyholders’ account balances has grown at a 28.7% compound annual growth rate (CAGR), from $1.41B to $3.01B.
What does interest credited to policyholders’ account balances mean?
Represents the interest credited to policyholders on their account balances, such as those in variable or fixed annuities. It reflects the cost of capital for the company's deposit-like insurance products.

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