Equitable Holdings, Inc. (EQH) KPIs & Operating Metrics

Equitable Holdings, Inc. (EQH) key performance indicators and operating metrics (76 metrics) from SEC EDGAR filings, earnings calls, and investor decks. First-party data.

KPIs — source: SEC EDGAR, earnings calls, investor decks
MetricLatest ValuePeriod
Capital returned to shareholders449MFY2026-Q2
Share repurchases366MFY2026-Q2
Cash & liquid assets at Holdings800MFY2026-Q2
First year premiums6.2BFY2026-Q2
Total AUM/A905.5BFY2026-Q2
Book value per common share excluding AOCI16.89 USD_per_shareFY2026-Q2
Quarterly cash dividends83MFY2026-Q2
Assets under management and administration740BFY2026-Q1
Advisor productivity11.00 percentFY2026-Q1
Client relationships5MFY2026-Q1
Wealth Management advisory net inflows2BFY2026-Q1
Total AUA140.6BFY2026-Q2
Book value per common share excluding AOCI but with AB reflected at fair market value34.70 USD_per_shareFY2026-Q1
Book value per common share including accumulated other comprehensive income (“AOCI”)-6.79 USD_per_shareFY2026-Q2

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Data sourced from U.S. SEC EDGAR filings, earnings call transcripts, and investor decks. Not personalized investment advice.