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Equitable Holdings Inc.
EQHUnited States
53 filed reports · 918 financial concepts · 2 earnings calls · 1 media appearances
Filed reports
53 reports · Mar 2018 to Jun 2026Each report counts once it has at least one extracted financial fact. Also extracted from these reports: 78 operating metrics, 32 guidance figures.
| Report type | Reports | Facts | Periods |
|---|---|---|---|
| Quarterly · 10-QSEC EDGAR | 26 | 12,534 | Mar 2018 to Jun 2026 |
| Current · 8-KSEC EDGAR | 18 | 43 | Jun 2019 to Jun 2026 |
| Annual · 10-KSEC EDGAR | 8 | 10,212 | Dec 2018 to Dec 2025 |
| Annual · 10-K/ASEC EDGAR | 1 | 5 | Dec 2025 |
Documents
| Period | Type | Period end | Published | Facts | Source |
|---|---|---|---|---|---|
| FY2026 Q2 | 10-Q | Jun 30, 2026 | Aug 6, 2026 | 1,129 | Open |
| FY2026 Q2 | 8-K | Jun 30, 2026 | Aug 4, 2026 | 3 | Open |
| FY2026 Q1 | 10-Q | Mar 31, 2026 | May 7, 2026 | 905 | Open |
| FY2026 Q1 | 8-K | Mar 31, 2026 | May 4, 2026 | 4 | Open |
| FY2025 | 10-K/A | Dec 31, 2025 | Apr 21, 2026 | 5 | Open |
| FY2025 | 10-K | Dec 31, 2025 | Feb 25, 2026 | 2,883 | Open |
| FY2025 Q4 | 8-K | Dec 31, 2025 | Feb 4, 2026 | 4 | Open |
| FY2025 Q3 | 10-Q | Sep 30, 2025 | Nov 7, 2025 | 817 | Open |
| FY2025 Q2 | 10-Q | Jun 30, 2025 | Aug 11, 2025 | 752 | Open |
| FY2025 Q2 | 8-K | Jun 30, 2025 | Aug 5, 2025 | 4 | Open |
| FY2025 Q1 | 10-Q | Mar 31, 2025 | May 1, 2025 | 827 | Open |
| FY2025 Q1 | 8-K | Mar 31, 2025 | Apr 29, 2025 | 1 | Open |
Financial data
918 concepts · 22,794 factsEach concept is one reported line item or metric. The count is how many values of it are held, across the periods shown.
Financial830 concepts · 15,973 facts · Mar 2016 to Aug 2026
- Balance, end of period56 · Dec 2019 to Jun 2026
- Deferred policy acquisition costs53 · Dec 2016 to Jun 2026
- GMxB Core51 · Dec 2022 to Jun 2026
- Cash and cash equivalents at carrying value49 · Dec 2016 to Jun 2026
- Stockholders equity including portion attributable to noncontrolling interest49 · Dec 2016 to Jun 2026
- Benefits losses and expenses48 · Dec 2016 to Jun 2026
- Cash and securities collateral for derivative contract48 · Dec 2017 to Jun 2026
- Change in collateralized pledged assets48 · Dec 2016 to Jun 2026
- Change in collateralized pledged liabilities48 · Dec 2016 to Jun 2026
- Change in unrealized gains (losses), net of reclassification adjustment48 · Dec 2016 to Jun 2026
- Comprehensive income net of tax48 · Dec 2016 to Jun 2026
- Comprehensive income net of tax attributable to noncontrolling interest48 · Dec 2016 to Jun 2026
- Comprehensive income net of tax including portion attributable to noncontrolling interest48 · Dec 2016 to Jun 2026
- Deferred policy acquisition cost amortization expense net investment gains losses48 · Dec 2016 to Jun 2026
- Derivative gain loss on derivative net48 · Dec 2016 to Jun 2026
- Gain loss on investments48 · Dec 2016 to Jun 2026
- Gross gains on sales48 · Dec 2016 to Jun 2026
- Gross losses on sales48 · Dec 2016 to Jun 2026
- Income tax expense benefit48 · Dec 2016 to Jun 2026
- Increase decrease in accrued income taxes payable48 · Dec 2016 to Jun 2026
- Increase decrease in broker dealer related receivables payables net48 · Dec 2016 to Jun 2026
- Increase decrease in deferred policy acquisition costs48 · Dec 2016 to Jun 2026
- Increase decrease in future policy benefit reserves48 · Dec 2016 to Jun 2026
- Insurance commissions48 · Dec 2016 to Jun 2026
Segment56 concepts · 5,965 facts · Dec 2016 to Jun 2026
- GMxB Core359 · Dec 2021 to Jun 2026
- Deferred policy acquisition cost amortization expense314 · Dec 2021 to Jun 2026
- Deferred policy acquisition costs additions314 · Dec 2021 to Jun 2026
- Transfer to from policyholder account balance to from separate account228 · Dec 2021 to Jun 2026
- Interest credited to policyholders account balances224 · Dec 2021 to Jun 2026
- Policyholder account balance benefit payment224 · Dec 2021 to Jun 2026
- Policyholder account balance policy charge224 · Dec 2021 to Jun 2026
- Policyholder account balance premium received224 · Dec 2021 to Jun 2026
- Policyholder account balance surrender and withdrawal224 · Dec 2021 to Jun 2026
- Revenue213 · Dec 2016 to Sep 2024
- Separate account liability benefit payment184 · Dec 2021 to Jun 2026
- Separate account liability increase decrease from invested performance184 · Dec 2021 to Jun 2026
- Separate account liability policy charge184 · Dec 2021 to Jun 2026
- Separate account liability premium and deposit184 · Dec 2021 to Jun 2026
- Separate account liability surrender and withdrawal184 · Dec 2021 to Jun 2026
- Non-GAAP operating earnings136 · Dec 2018 to Sep 2024
- Liability for future policy benefit expected future policy benefit interest expense123 · Dec 2021 to Jun 2026
- Liability for future policy benefits payment for benefits123 · Dec 2021 to Jun 2026
- Market risk benefit attributed fee collected118 · Dec 2021 to Jun 2026
- Market risk benefit benefit payment118 · Dec 2021 to Jun 2026
- Market risk benefit increase decrease from actual policyholder behavior different from expected118 · Dec 2021 to Jun 2026
- Market risk benefit increase decrease from equity market change118 · Dec 2021 to Jun 2026
- Market risk benefit interest expense118 · Dec 2021 to Jun 2026
- Market risk benefit issuance118 · Dec 2021 to Jun 2026
Product25 concepts · 736 facts · Dec 2016 to Dec 2025
- Revenue113 · Dec 2016 to Jun 2019
- Liability for future policy benefit gross premium income103 · Dec 2021 to Dec 2025
- Liability for future policy benefit interest expense103 · Dec 2021 to Dec 2025
- UL63 · Dec 2021 to Dec 2025
- Deferred policy acquisition cost amortization expense62 · Dec 2021 to Dec 2024
- Deferred policy acquisition costs additions48 · Mar 2022 to Jun 2023
- Deferred sales inducements additions32 · Dec 2021 to Sep 2025
- Deferred sales inducements amortization expense32 · Dec 2021 to Sep 2025
- Assumed premiums earned22 · Dec 2016 to Dec 2025
- Ceded premiums earned22 · Dec 2016 to Dec 2025
- Direct premiums earned22 · Dec 2016 to Dec 2025
- Premiums earned net22 · Dec 2016 to Dec 2025
- Premiums percentage assumed to net22 · Dec 2016 to Dec 2025
- Revenue (excluding assessed tax)21 · Jun 2019 to Sep 2024
- Deferred sales inducement cost amortization expense excluding accrued interest7 · Mar 2022 to Jun 2023
- Reinsurance retention policy amount retained6 · Dec 2018 to Dec 2020
- Loss on novation5 · Mar 2025 to Dec 2025
- MRB5 · Dec 2022 to Dec 2025
- Novation5 · Mar 2025 to Dec 2025
- Other comprehensive income loss before tax portion attributable to parent5 · Mar 2025 to Dec 2025
- Revenue not from contract with customer4 · Jun 2018 to Jun 2019
- Increase decrease in insurance liabilities3 · Mar 2025 to Sep 2025
- Increase decrease in reinsurance recoverable3 · Mar 2025 to Sep 2025
- Liability for future policy benefit remeasurement gain loss3 · Mar 2025 to Sep 2025
KPI2 concepts · 85 facts · Mar 2018 to Jun 2026
- Assets Under Management53 · Mar 2018 to Jun 2026
- Net Flows32 · Dec 2019 to Jun 2026
Guidance4 concepts · 34 facts · Apr 2020 to Aug 2026
- Free Cash Flow Guidance20 · May 2022 to Aug 2026
- EPS (Diluted) Growth Guidance10 · Aug 2023 to May 2026
- Net Income Guidance2 · Apr 2020
- Operating Income Guidance2 · Apr 2020
Geography1 concepts · 1 facts · Dec 2022
- New York City1 · Dec 2022
Segments
6,702 factsFigures broken down by business line, region, product or another axis the company reports on.
Statement business segments19 members · 5,965 facts
- Individual Retirement1,114 · Dec 2016 to Jun 2025
- Corporate And Other982 · Dec 2016 to Jun 2026
- Retirement973 · Dec 2023 to Jun 2026
- Legacy852 · Dec 2021 to Jun 2025
- Protection Solutions798 · Dec 2016 to Jun 2025
- Group Retirement652 · Dec 2016 to Jun 2025
- Asset Management223 · Dec 2016 to Jun 2026
- Wealth Management135 · Dec 2021 to Jun 2026
- Insurance113 · Dec 2016 to Jun 2024
- Corporate44 · Dec 2021 to Jun 2026
- Investment management and research30 · Mar 2017 to Sep 2024
- Asset management10 · Dec 2023 to Jun 2026
- Wealth management8 · Dec 2024 to Jun 2026
- Retirement7 · Dec 2024 to Jun 2026
- Group retirement5 · Dec 2023 to Jun 2025
- Individual retirement5 · Dec 2023 to Jun 2025
- Legacy5 · Dec 2023 to Jun 2025
- Protection solutions5 · Dec 2023 to Jun 2025
- Investment management4 · Dec 2022 to Dec 2025
Product or servicesrt:ProductOrServiceAxis35 members · 704 facts
- Life Insurance And Annuities60 · Dec 2016 to Dec 2025
- Accident And Health Insurance50 · Dec 2016 to Dec 2025
- Term50 · Dec 2021 to Dec 2025
- G Mx B Legacy44 · Dec 2021 to Sep 2025
- Group Pension42 · Dec 2021 to Dec 2025
- Health42 · Dec 2021 to Dec 2025
- Payout36 · Mar 2022 to Dec 2025
- G Mx B Core35 · Dec 2021 to Sep 2025
- Indexed Universal Life29 · Dec 2021 to Dec 2025
- Universal Life29 · Dec 2021 to Dec 2025
- Variable Universal Life29 · Dec 2021 to Dec 2025
- Novation27 · Mar 2025 to Dec 2025
- Payout Legacy22 · Dec 2021 to Jun 2024
- Payout Non Legacy22 · Dec 2021 to Jun 2024
- Investment Advisory Management And Administrative Service14 · Dec 2016 to Jun 2019
- Product And Service Other14 · Dec 2021 to Dec 2024
- Service Other14 · Dec 2016 to Jun 2019
- Base Fees12 · Dec 2016 to Jun 2019
- Distribution Service12 · Dec 2016 to Jun 2019
- Other Revenues12 · Dec 2016 to Jun 2019
- Performance Based Fees12 · Dec 2016 to Jun 2019
- Shareholder Service12 · Dec 2016 to Jun 2019
- Investment Advice9 · Dec 2016 to Dec 2018
- Closed Block8 · Mar 2022 to Jun 2023
- EQUIVEST Group8 · Mar 2022 to Jun 2023
- EQUIVEST Individual8 · Mar 2022 to Jun 2023
- Guaranteed Benefits8 · Mar 2022 to Jun 2023
- Investment Edge8 · Mar 2022 to Jun 2023
- Momentum8 · Mar 2022 to Jun 2023
- Structured Capital Strategies8 · Mar 2022 to Jun 2023
- Market Risk Benefits5 · Dec 2022 to Dec 2025
- Investment advice5 · Dec 2019 to Dec 2023
- Research Fees4 · Mar 2018 to Jun 2019
- Variable Universal Term Life Insurance Second To Die Life3 · Dec 2018 to Dec 2020
- Variable Universal Term Life Insurance Single Life3 · Dec 2018 to Dec 2020
Product or serviceus-gaap:ProductOrServiceAxis9 members · 32 facts
- Investment advice16 · Jun 2019 to Sep 2024
- Base Fees2 · Mar 2017 to Mar 2018
- Distribution Service2 · Mar 2017 to Mar 2018
- Investment Advice2 · Mar 2017 to Mar 2018
- Investment Advisory Management And Administrative Service2 · Mar 2017 to Mar 2018
- Other Revenues2 · Mar 2017 to Mar 2018
- Performance Based Fees2 · Mar 2017 to Mar 2018
- Service Other2 · Mar 2017 to Mar 2018
- Shareholder Service2 · Mar 2017 to Mar 2018
Statement geographical1 member · 1 facts
- New York City NY1 · Dec 2022
Text from filings
Management commentary and risk factors, extracted from SEC filings only.
- Earnings-release commentary140 claims from 8 reports · Sep 2024 to Jun 2026
- Management discussion (MD&A) commentary231 claims from 9 reports · Sep 2024 to Jun 2026
- Risk-factor changes7 claims from 1 reports · Dec 2025
- Risk factors98 risks from 2 annual reports · 2024 to 2025
Earnings calls
2 calls · May 2026 to Aug 2026Transcripts with management claims and analyst questions, one per fiscal period.
- FY2026 Q2Aug 4, 2026
- FY2026 Q1May 4, 2026
Executive media
1 appearancesPodcasts, interviews and conference appearances by the company's executives, with their claims.
- TV interviews1 · Jan 2020
Reports are counted as filed reports with at least one served fact. Counts are read from the database (last read Oct 16, 2026) and refreshed every few hours.