Advisory M&A News – 8/19/2026
This article reports on several advisory M&A activities. O'Reilly LLC, with $250 million in client assets, joined Millenia Investments LLC, an Osaic affiliate. Wealth Enhancement Group acquired Weinand Financial Inc., adding over $644 million in client assets to its portfolio. Additionally, Equitable Advisors added two financial advisers, Amanda Leija and James Yancey, who collectively managed $110 million in client assets at their previous firm, Edward Jones.
Equitable Advisors welcomes two experienced advisors who managed $110 million in total client assets
Equitable Advisors has announced the addition of two experienced advisors, Amanda Leija and James “Matt” Yancey, who collectively managed $110 million in client assets at their previous firm, Edward Jones. Leija joins Freedom Financial Partners, bringing $45 million in assets, while Yancey joins Impact Wealth Management with $66 million in assets. Both advisors cited Equitable Advisors' collaborative culture, comprehensive resources, and client-focused approach as key reasons for their move.
Foster & Motley Inc. Takes Position in Equitable Holdings, Inc. $EQH
Foster & Motley Inc. has acquired a significant stake in Equitable Holdings, Inc. (NYSE:EQH) during the second quarter, purchasing 133,308 shares valued at approximately $5.85 million. This move is part of broader institutional investor activity, with hedge funds and other institutions collectively owning 92.70% of the company's stock. Equitable Holdings reported quarterly earnings per share of $1.70, exceeding estimates, and pays a quarterly dividend of $0.30 per share, while analysts maintain a "Moderate Buy" rating with an average target price of $61.17.
Equitable Holdings (NYSE: EQH) reports majority stake in AB lending fund
Equitable Holdings, Inc. (NYSE: EQH) and its subsidiary AXA Equitable Financial Services LLC have reported a beneficial ownership of 4,400,000 Class I Common Shares in AB Private Lending Fund. This stake represents 66.7% of the share class, based on 6,604,286 shares outstanding as of June 30, 2026. The shares were acquired solely for investment purposes on behalf of client discretionary investment advisory accounts.
Equitable Holdings (EQH) Is Up 8.1% After Q2 Loss And Aggressive Buybacks Has The Bull Case Changed?
Equitable Holdings (EQH) reported a Q2 2026 net loss of US$453 million and a revenue decline to US$1,658 million, yet the stock is up 8.1%. The company completed US$366 million in share repurchases, bringing total buybacks to US$2.81 billion under its February 2024 program. The investment narrative emphasizes long-term retirement demand and capital returns, with the Corebridge merger identified as the primary near-term catalyst.
Equitable Holdings (EQH) Stock Rally Ignores Widening GAAP Losses
Equitable Holdings' stock jumped 6% despite reporting widening GAAP losses in Q2 2026, driven by solid non-GAAP operating earnings and record assets under management. While the bullish case highlights strong operating metrics and capital plans, concerns remain about GAAP volatility, product mix risk, and complex merger execution. Investors are urged to scrutinize the gap between operating strength and headline losses to assess the company's true financial health.
Earnings call transcript: Equitable Holdings tops Q2 2026 EPS view
Equitable Holdings (EQH) reported Q2 2026 adjusted EPS of $1.75, exceeding analyst estimates of $1.67, while revenue of $1.66 billion fell significantly short of the $3.85 billion forecast. Despite the revenue miss, management highlighted strong growth in retirement, wealth management, and asset management, alongside significant progress on its merger with Corebridge. The company reaffirmed its full-year 2026 goals, including over 15% EPS growth and $1.8 billion in cash generation to the holding company.
Q2 2026 Equitable Holdings Inc Earnings Call Transcript
Equitable Holdings Inc. reported strong Q2 2026 results, with non-GAAP operating EPS increasing 24% year-over-year and record assets under management. The company is on track to exceed its full-year EPS growth guidance and expects to close its merger with Corebridge by year-end 2026, which is projected to be accretive to earnings and cash flow. Despite a net loss due to non-economic impacts from its hedge portfolio and weak alternative investment returns, the company demonstrated strong capital return and strategically divested its Employee Benefits business.
Earnings Flash (EQH) Equitable Holdings, Inc. Posts Q2 Adjusted EPS $1.70 per Share, Vs. FactSet Est of $1.65
Equitable Holdings, Inc. (EQH) reported strong financial results for the second quarter, with adjusted earnings per share reaching $1.70. This performance exceeded the FactSet estimate of $1.65 per share.
ETFs Investing in Equitable Holdings, Inc. Depositary Shs Repr 1/1000th 4.3 % Non-Cum Red Perp Pfd Rg Shs Series C Stocks
This article lists various Exchange Traded Funds (ETFs) that hold Equitable Holdings, Inc. Depositary Shares, Series C. It provides detailed financial information for each ETF, including market value, weight, issuer, management style, expense ratio, assets under management (AUM), price, change percentage, relative volume, and 3-year NAV total return. The ETFs listed focus on preferred and income securities, offering investors opportunities with potentially lower risk.
EQH4623286 Bond Coupon Profile — Rate & Payments
This article provides a coupon profile for the Equitable Holdings, Inc. bond EQH4623286, which has a 4.35% interest rate and matures on April 20, 2028. It details the bond's interest payment overview, with the next payment scheduled for October 20, 2026. The piece encourages users to unlock full data for comprehensive coupon information.
EQH6028740 Bond Profile — Key Metrics
This article provides a detailed profile of the EQH6028740 bond issued by Equitable Holdings, Inc. Key metrics such as a 6.70% coupon rate, a maturity date of March 28, 2055, and an outstanding amount of $500.00 million USD are highlighted. The article also provides an overview of Equitable Holdings, Inc.'s financial services segments and its history.
EQH5522698 Bond Risk Profile
This article provides a risk profile for the EQH5522698 bond issued by Equitable Holdings, Inc. The bond has a coupon of 5.594% and matures on January 11, 2033. It focuses on offering an overview of the bond's redemption, coupon, and key metrics for assessing credit risk, including issuer rating and inflation protection.
Equitable Holdings Investor Alert: Kahn Swick & Foti, LLC Investigates Merger of Equitable Holdings, Inc. - EQH
Kahn Swick & Foti, LLC (KSF) is investigating the proposed merger between Equitable Holdings, Inc. (NYSE: EQH) and Corebridge Financial, Inc. (NYSE: CRBG). Under the terms, Equitable shareholders would receive 1.55516 shares of the new parent company and own approximately 49% of the combined entity. KSF is assessing the fairness of the merger and its process to Equitable shareholders, inviting those with legal rights concerns to contact them.
EQH5522698 Bond Profile — Key Metrics
This article provides a detailed profile of the EQH5522698 bond issued by Equitable Holdings, Inc. It outlines key facts such as the issuer, issue and maturity dates, outstanding amount, face value, minimum denomination, and coupon rate. The profile also includes a description of Equitable Holdings, Inc.'s various financial services segments.
Equitable Holdings Schedules Announcement of Second Quarter 2026 Results
Equitable Holdings, Inc. will release its financial results for the second quarter of 2026 after the market closes on Tuesday, August 4, 2026. The company will host a conference call webcast on Wednesday, August 5, 2026, at 8:00 a.m. ET to discuss these results. Investors can register for the webcast and access additional earnings materials on the company's investor relations website.
Equitable Holdings (EQH) Reaffirms 2026 Targets After Softer Q1 Results Is Its Core Engine Proven?
Equitable Holdings (EQH) recently reported a softer Q1 with revenues missing analyst expectations, but management has reaffirmed its 2026 cash-generation and EPS growth guidance. This comes as the company faces pressure on asset-based and fee revenues, making the resilience of its core retirement and wealth franchises a key focus for investors. The article highlights the challenge of meeting long-term growth targets amid current pressures and a wide range of fair value estimates from analysts.
Equitable Holdings, Inc.'s iShares Morningstar Growth ETF(ILCG) Holding History
Equitable Holdings, Inc. held 991,892 shares of iShares Morningstar Growth ETF (ILCG) as of March 31, 2026, valued at $103.20 million, which represents 0.66% of its stock portfolio. The company initiated its position in ILCG in Q4 2025 and has since made one purchase and one sale of the ETF. Based on current prices and historical transactions, Equitable Holdings has an estimated gain of $5.98 million, a 2.46% return on its ILCG holdings.
Equitable Holdings Insider Sold Shares Worth $259,346, According to a Recent SEC Filing
An insider at Equitable Holdings (EQH) recently sold shares worth $259,346, as detailed in a new SEC filing. This transaction follows a previous insider sale of $310,141 in May and precedes the company's dividend increase announcement. Despite insider selling, the company has also reaffirmed its earnings guidance for 2026 and reported strong Q1 adjusted earnings.
Press Release: Equitable Holdings Increases Common Stock Dividend and Declares Preferred Stock Dividends
Equitable Holdings has announced an increase in its quarterly common stock dividend by 11% to $0.20 per share, payable on May 21, 2026. The company also declared quarterly dividends for its Series A and Series C preferred stock. These actions reflect Equitable Holdings' commitment to returning value to shareholders.
Norges Bank reports 18.6M EQH shares, 6.63% stake (NYSE: EQH)
Norges Bank has reported beneficial ownership of 18,595,728 shares of Equitable Holdings, Inc. Common Stock, representing a 6.6331% stake. The filing, a Schedule 13G, indicates a passive investment intent, with most shares under sole voting and dispositive power, and a smaller portion under shared dispositive capacity. These shares are invested on behalf of the Government of Norway, and the filing was signed by a Regulatory Compliance Officer on May 11, 2026.
5 Must-Read Analyst Questions From Equitable Holdings’s Q1 Earnings Call
Equitable Holdings' Q1 2026 was marked by its proposed merger with CoreBridge and solid operational momentum, despite missing revenue expectations. The company saw organic growth in retirement sales and wealth management, with total sales up 10% year-over-year. Key analyst questions focused on the sustainability of spread stabilization, share buyback coordination during the merger, capital and tax synergy estimates, the use of flow reinsurance, and competitive advantages post-merger.
Swedbank AB Has $24.30 Million Position in Equitable Holdings, Inc. $EQH
Swedbank AB recently reduced its stake in Equitable Holdings, Inc. by 29.4%, selling over 212,000 shares to hold a position worth approximately $24.3 million. This comes amidst other institutional investors either adding to or reducing their positions, with insider sales also noted from CEO Mark Pearson and insider Nick Lane. Equitable Holdings reported stronger-than-expected quarterly earnings and revenue, and analysts maintain a "Moderate Buy" rating with an average price target of $58.09.
Form 144: Morgan Stanley Smith Barney LLC (EQH) lists 5,906 shares proposed for sale
Morgan Stanley Smith Barney LLC has filed a Form 144 notice indicating a proposed sale of 5,906 Common shares of Equitable Holdings, Inc. (EQH). These shares originate from restricted stock vesting under a registered plan, with a total aggregate market value of $251,536.54. The filing details multiple vesting dates for the shares between 2023 and 2025.
Equitable Holdings (EQH) Earnings Volatility And TTM Loss Challenge Bullish Narratives
Equitable Holdings (EQH) recently reported Q1 2026 results showing significant earnings volatility, with basic EPS swinging between a loss of US$4.47 and a profit of US$0.71, and a trailing 12-month net income moving from a US$1.2 billion profit to a US$1.4 billion loss. While some analysts point to demographic trends and future growth as potential upsides, critical investors are concerned about the durability of the business model and the current lack of dividend coverage. The stock currently trades below its DCF fair value and analyst consensus target, leading to a split in sentiment between valuing its potential growth and scrutinizing its current instability.
UBS Group AG Has $48.07 Million Position in Equitable Holdings, Inc. $EQH
UBS Group AG significantly increased its stake in Equitable Holdings, Inc. to 1,008,792 shares, valued at $48.07 million, making it a substantial institutional investor. Despite reporting strong Q1 EPS of $1.62 and revenues of $4.23 billion, Equitable faces financial challenges with a negative net margin and high debt-to-equity ratio. The company has initiated a $1.00 billion share buyback program and offers a quarterly dividend of $0.27, while insiders have recently sold shares totaling approximately $5.2 million.
Equitable Holdings, Inc. $EQH Holdings Trimmed by Principal Financial Group Inc.
Principal Financial Group Inc. significantly reduced its holdings in Equitable Holdings, Inc. by 3.4% in the fourth quarter, now owning 2,059,390 shares valued at approximately $98.13 million. Despite insider sales totaling over $5 million, Equitable reported strong Q1 earnings, beating revenue and EPS estimates, and authorized a $1.0 billion share buyback. Analysts currently rate EQH as a "Moderate Buy" with a target price of $57.82.
Equitable Holdings (NYSE:EQH) - Stock Analysis
This Simply Wall St report provides a comprehensive stock analysis of Equitable Holdings (NYSE:EQH), highlighting its current valuation, future growth prospects, past performance, and financial health. The company is trading below its estimated fair value, with strong forecasted earnings growth and significant analyst consensus for price appreciation, despite some insider selling activity. Key recent events include a Q1 2026 earnings beat, an all-stock merger announcement with Corebridge Financial, and ongoing efforts to expand retirement and wealth management solutions.
Equitable Holdings, Inc. (NYSE:EQH) Q1 2026 Earnings Call Transcript
Equitable Holdings, Inc. (NYSE:EQH) reported strong Q1 2026 earnings, with non-GAAP operating earnings up 25% year-over-year, driven by organic growth and improved mortality experience. The company highlighted the ongoing merger with Corebridge, emphasizing its potential to create a world-class financial services platform with significant scale, distribution strength, and enhanced profitability through synergies and a diversified business mix. Management also discussed capital deployment plans, including share buybacks, and provided insights into their credit portfolio resilience and asset management growth.
Equitable Holdings, Inc. $EQH Stock Position Lessened by New York State Teachers Retirement System
The New York State Teachers Retirement System reduced its stake in Equitable Holdings (NYSE:EQH) by 28.2% in Q4, selling over 52,000 shares. Despite this, other institutional investors increased their positions. Equitable Holdings reported mixed Q1 results with EPS slightly beating estimates but revenue declining year-over-year, and the company has authorized a $1.0 billion share buyback program.
Equitable Holdings (EQH) Q1 2026 Earnings Call Transcript
This article provides the transcript of Equitable Holdings (EQH) Q1 2026 Earnings Call. It indicates that the content is "Powered by Quartr" and lists company participants. The document primarily serves as a record of the financial discussion for the quarter.
All-stock merger: Equitable Holdings (NYSE: EQH) to combine with Corebridge
Equitable Holdings (NYSE: EQH) and Corebridge Financial have announced an all-stock merger expected to close by year-end 2026, targeting at least $500 million in expense synergies and projected to be immediately accretive with over 10% EPS accretion by 2028. The presentation highlighted strong Q1 2026 net inflows in Retirement and Wealth Management, despite outflows in Asset Management, and outlined pro-forma financial metrics such as increased AUM and AUA, over $30 billion in adjusted book value, and over $5 billion in adjusted operating earnings. A joint integration committee has been established to facilitate the merger, which aims to enhance distribution, product breadth, and scale for both companies.
Equitable Holdings (NYSE: EQH) restates 10%+ synergies; buybacks resume
Equitable Holdings (NYSE: EQH) executives discussed their Q1 2026 results and the proposed merger with Corebridge, reiterating that the deal is expected to be day-one accretive with over 10% run-rate synergies, including at least $500 million in expense savings. Management noted stabilized Retirement spreads, a 14% increase in RILA sales year-over-year, and plans to resume share buybacks in May-June, coordinating with Corebridge. The company also highlighted significant post-merger asset and liability pools, with $70-80 billion in originated liabilities and $100 billion in assets potentially moving to AllianceBernstein.
Equitable Holdings 2025 Performance and 2026 Outlook: Strategic Business Reshaping - News and Statistics
Equitable Holdings reported its 2025 financial results, highlighting a strategic reshaping of its business model to focus on U.S. retirement, asset management, and wealth management, while reducing exposure to legacy insurance risks. The company achieved $5.64 non-GAAP operating earnings per share, or $6.21 adjusted, and generated $1.6 billion in organic cash, with projections to increase to $1.8 billion in 2026. Assets under management reached a record $1.1 trillion, and $1.8 billion was returned to shareholders, demonstrating strong momentum and a clear path toward its 2027 financial targets.
Earnings call transcript: Equitable Holdings beats Q1 2026 forecasts, stock surges
Equitable Holdings reported strong Q1 2026 earnings, with adjusted EPS of $1.68 against a forecast of $1.62 and revenue of $4.23 billion, surpassing expectations of $3.96 billion. This performance led to a 5.91% stock price increase. The company anticipates exceeding its 2026 EPS growth target and expects significant benefits from its merger with Corebridge, including enhanced product diversification, increased assets under management, and substantial synergy realization.
Equitable Holdings Releases Q1 2026 Financial Results
Equitable Holdings, Inc. (EQH) reported Q1 2026 Non-GAAP operating earnings of $1.62 per share, slightly missing the $1.63 estimate by 0.6%. The company's revenue for the quarter was $4.23 billion, a 7.6% decrease from Q1 2025. Total Assets Under Management/Administration reached $1,094 million, with the retirement segment contributing $396.0 million in operating earnings.
Equitable Holdings (EQH) Q1 earnings: How key metrics compare to Wall Street estimates
This article provides an analysis of Equitable Holdings' (EQH) Q1 earnings, comparing key financial metrics to Wall Street's estimates. It likely details revenue, earnings per share, and other relevant financial performance indicators for the quarter.
Equitable Holdings Q1 2026 Earnings Preview: Revenue Growth Expected
Equitable Holdings (EQH) is set to release its Q1 2026 earnings report, with market analysts projecting a 2.9% year-over-year revenue increase, a deceleration from the prior year's 4% growth. This follows a previous quarter where the company missed revenue and EPS estimates, reporting $3.74 billion in revenue, down 5.2%. Investor sentiment in the life insurance sector is positive, with Equitable Holdings' stock gaining 9.7% recently, surpassing the sector average.
Equitable Holdings beats estimates as earnings jump 25%
Equitable Holdings, Inc. reported strong first-quarter results, surpassing analyst expectations with adjusted earnings per share of $1.68 and revenue of $4.23 billion. This performance, which included a 25% increase in adjusted operating earnings year-over-year, led to a 2% rise in the company's stock. The company also returned $223 million to shareholders through dividends and share repurchases.
Equitable Holdings (NYSE:EQH) Matches Q1 Earnings Estimates, Shares Rise on Strong Capital Outlook
Equitable Holdings (NYSE:EQH) reported Q1 2026 earnings per share that met analyst expectations, leading to a rise in share price despite revenue falling slightly short of estimates. The company showed strong performance in its Retirement and Wealth Management segments, and investors reacted positively to the core business strength and the anticipated accretive Corebridge Financial merger. Equitable also reaffirmed its 2026 guidance for cash generation and EPS growth.
Equitable Holdings (NYSE:EQH) Posts Better-Than-Expected Sales In Q1 CY2026
Equitable Holdings (NYSE:EQH) reported strong Q1 CY2026 results, with revenue reaching $4.23 billion, surpassing analyst estimates by 8.6%, and non-GAAP EPS of $1.62, slightly beating expectations. The financial services company saw an 11.8% year-on-year revenue increase and significant growth in book value per share. CEO Mark Pearson highlighted healthy organic growth and reaffirmed the company's 2026 guidance for cash generation and EPS growth.
Earnings Flash (EQH) Equitable Holdings, Inc. Reports Q1 Revenue $4.23B, Vs. FactSet Est of $3.95B
Equitable Holdings, Inc. (EQH) announced its Q1 revenue reached $4.23 billion, surpassing FactSet's estimate of $3.95 billion. This indicates stronger financial performance than anticipated for the quarter.
Earnings Flash (EQH) Equitable Holdings, Inc. Reports Q1 Revenue $4.23B, vs. FactSet Est of $3.95B
Equitable Holdings, Inc. (EQH) announced its Q1 revenue reached $4.23 billion, surpassing FactSet's estimated $3.95 billion. The financial services organization is engaged in various segments including Individual Retirement, Group Retirement, Investment Management and Research, Protection Solutions, Wealth Management, and Legacy. Analysts currently have a "BUY" consensus on EQH with an average target price of $57.38.
Equitable Holdings Reports First Quarter 2026 Results
Equitable Holdings (NYSE: EQH) announced strong first-quarter 2026 results, reporting net income of $621 million and non-GAAP operating earnings of $472 million, or $1.62 per share. The company saw significant net inflows in Retirement ($1.3 billion) and Wealth Management ($2.0 billion) and returned $223 million to shareholders. A key highlight was the announced all-stock merger with Corebridge Financial, expected to accelerate growth and create a leading diversified financial institution.
PFA Pension Forsikringsaktieselskab Buys New Position in Equitable Holdings, Inc. $EQH
PFA Pension Forsikringsaktieselskab has acquired a new stake of 1,023,485 shares in Equitable Holdings, Inc. (NYSE:EQH), valued at approximately $49.21 million. This new position represents about 0.36% of Equitable's ownership. The article also notes insider stock sales totaling over $5 million and Equitable's approval of a $1 billion share repurchase program alongside a quarterly dividend.
M&T Bank Corp Sells 30,837 Shares of Equitable Holdings, Inc. $EQH
M&T Bank Corp significantly reduced its stake in Equitable Holdings, Inc. (NYSE:EQH) during the fourth quarter, selling 30,837 shares and leaving it with 10,219 shares valued at $487,000. Equitable's board has authorized a $1.00 billion share buyback program and recently paid a quarterly dividend of $0.27 per share. Despite high institutional ownership at 92.70%, insiders have sold a net of 128,116 shares totaling approximately $5.2 million over the past three months.
Equitable Holdings Q1 2026 earnings preview
This article provides an earnings preview for Equitable Holdings (EQH) for the first quarter of 2026. Investors and analysts will be looking for key financial metrics such as revenue, EPS, and forward-looking guidance. The preview hints at the anticipation surrounding the financial performance of the company.
Caisse Des Depots ET Consignations Buys 62,040 Shares of Equitable Holdings, Inc. $EQH
Caisse Des Depots ET Consignations significantly increased its stake in Equitable Holdings, Inc. (NYSE:EQH) during the fourth quarter, purchasing an additional 62,040 shares. This transaction brings their total holdings to 134,238 shares, valued at $6.396 million. Other institutional investors also adjusted their positions in Equitable, while company insiders like COO Jeffrey J. Hurd and CEO Mark Pearson sold shares.
Equitable Holdings, Inc. (EQH) earnings expected to grow: What to know ahead of next week's release
This article discusses the anticipation surrounding Equitable Holdings, Inc. (EQH) Q1 2024 earnings report, highlighting analyst expectations for year-over-year growth in both earnings and revenues. It advises investors on key metrics to monitor, such as the Zacks Consensus Estimates for EPS and revenue, alongside potential stock price movements. The piece also points out the company's past earnings surprises and Zacks Rank.
EQH.N - | Stock Price & Latest News
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