Why Equitable Holdings (EQH) Is Getting Attention Today
Equitable Holdings (EQH) is currently drawing attention due to leadership changes, specifically Seth Bernstein's retirement as Head of Asset Management from AllianceBernstein, impacting leadership continuity. Despite this, the company's shares have seen strong returns, and it is framed as 15.2% undervalued with a narrative fair value of $62.09, largely due to an anticipated merger with Corebridge. The success of this merger and the management of associated risks will be crucial for Equitable Holdings' future performance and valuation.
Can Fee-Based Businesses Lift Equitable Holdings' Earnings Mix?
Equitable Holdings, Inc. (EQH) is increasingly focusing on fee-based businesses like Wealth Management and Asset Management to diversify its earnings profile beyond traditional retirement and insurance operations. The company's Wealth Management segment saw significant growth in advisory net inflows and assets under administration in Q2 2026, leading to a rise in adjusted operating earnings. This shift towards recurring asset-based revenues, including through AllianceBernstein, is expected to create a more stable and diversified earnings base, moving away from sole reliance on insurance economics.
Equitable Highlights Growth, Corebridge Merger Plans at Annual Meeting
At its 2026 annual meeting, Equitable highlighted strong business momentum, strategic portfolio changes, and the planned merger of equals with Corebridge. President and CEO Mark Pearson discussed record assets under management, increased non-GAAP earnings per share, and the strategic rationale behind the Corebridge merger, which aims to create a more diversified and resilient financial institution. Shareholders approved all management proposals, including director elections, auditor ratification, and executive compensation.
Equitable Highlights Growth, Corebridge Merger Plans at Annual Meeting
Equitable (NYSE: EQH) reported significant growth and strategic advancements at its annual meeting, with assets under management reaching a record $1.2 trillion and non-GAAP EPS up 25% in the first half of 2026. The company highlighted key initiatives like reinsuring its life insurance block and increasing its AllianceBernstein stake, alongside the planned merger of equals with Corebridge. This merger aims to create a more diversified financial-services company focused on retirement, wealth management, asset management, and protection solutions, with Mark Pearson set to become executive chair and Marc Costantini as CEO.
Form 8K Axa Equitable Holdings Inc For: 25 September By Investing.com
This article reports on the filing of a Form 8K by Axa Equitable Holdings Inc. for September 25. The brief item, published by Investing.com, indicates the company's stock symbol is EQH.
Equitable Holdings Inc. Cuts Stock Position in JPMorgan Chase & Co. $JPM
Equitable Holdings Inc. significantly reduced its stake in JPMorgan Chase & Co. by 8.9% during the second quarter, selling 25,590 shares and bringing its total holdings to 263,530 shares valued at $86.26 million. This move comes as other institutional investors have both increased and decreased their positions in the financial services giant. JPMorgan Chase & Co. has also announced an increased quarterly dividend and received various analyst ratings.
Director plans sale of 2,780 Equitable (NYSE: EQH) shares
An Equitable Holdings, Inc. director, L. Scott, has filed a Rule 144 notice to sell up to 2,780 shares of EQH common stock, valued at $151,093.00. These shares were originally acquired as restricted stock compensation on May 20, 2020. The filing also notes a previous sale of 1,466 EQH shares by L. Scott on August 6, 2026.
Director Bertram Scott Sells 2,780 Shares of Equitable Holdings Inc (EQH)
Director Bertram Scott sold 2,780 shares of Equitable Holdings Inc (EQH) on September 21, 2026, bringing his total holdings to 23,685 shares. This transaction follows a broader pattern of insider selling at EQH over the past year, though the stock is considered "Fairly Valued" by GuruFocus's GF Value, and investment gurus have shown net accumulation. Investors should consider these mixed signals alongside their personal investment goals.
Equitable Holdings (NYSE: EQH) director unloads 2,780 shares with no trading plan disclosed
A director at Equitable Holdings (EQH), Bertram L. Scott, sold 2,780 shares of common stock on September 21, 2026, at a price of $54.35 per share. Following this transaction, Scott directly holds 23,685 shares. The sale was not conducted under a Rule 10b5-1 trading plan, indicating it was an open market or private transaction.
Equitable Holdings Director Arlene Isaacs-Lowe Sells 1,000 Shares at $52.825 Each
Equitable Holdings Director Arlene Isaacs-Lowe sold 1,000 shares of the company's common stock at $52.825 per share on September 4, 2026. This transaction was disclosed in a Form 4 filing. Following the sale, Isaacs-Lowe maintains direct beneficial ownership of 19,763 shares in Equitable Holdings.
Insider Selling: Equitable (NYSE:EQH) Director Sells $52,830.00 in Stock
Equitable (NYSE:EQH) Director Arlene Isaacs-Lowe sold 1,000 shares of the company's stock for $52.83 each, totaling $52,830. This transaction reduced her ownership by 4.82% to 19,763 shares. Despite a 1.3% dip in stock price to $52.85, the company reported strong quarterly EPS of $1.70, beating estimates, though revenue declined by 29.8% year-over-year.
Equitable expands SCS Premier with industry’s first bitcoin-linked RILA investment option
Equitable has enhanced its Structured Capital Strategies® (SCS) variable annuity portfolio by introducing the industry's first bitcoin-linked index investment option within a registered index-linked annuity (RILA). This new SCS Premier option is tied to the performance of the iShares Bitcoin Trust ETF and offers various buffer levels for downside protection, addressing investor interest in cryptocurrency while mitigating volatility. The expansion also includes diversified index strategies, shorter segment durations, and options to capture positive returns during market declines, providing greater flexibility and choice for clients.
Equitable Holdings Inc. Makes New Investment in Procter & Gamble Company (The) $PG
Equitable Holdings Inc. recently acquired 86,072 shares of Procter & Gamble (NYSE:PG) valued at approximately $12.6 million during the second quarter. This move is part of broader institutional investor activity, with various hedge funds adjusting their stakes in P&G. The consumer goods giant reported strong quarterly earnings, exceeding EPS estimates, and announced a quarterly dividend, while analysts maintain a "Moderate Buy" consensus rating for the stock.
Equitable Holdings Inc. Sells 8,134 Shares of Target Corporation $TGT
Equitable Holdings Inc. significantly reduced its stake in Target Corporation by selling 8,134 shares, retaining 15,723 shares valued at approximately $2.05 million. This divestment occurred amidst strong quarterly results from Target, which reported higher-than-expected EPS and revenue, and an increase in its quarterly dividend. Analysts maintain a mixed but generally positive outlook, with a consensus "Hold" rating and an average price target of $159.52.
Equitable Holdings Inc. Makes New $1.14 Million Investment in Ormat Technologies, Inc. $ORA
Equitable Holdings Inc. has made a new $1.14 million investment in Ormat Technologies, Inc. (NYSE:ORA) by acquiring 10,436 shares in the second quarter. Institutional investors now own 95.49% of ORA's outstanding shares, reflecting strong institutional interest. The company has a "Moderate Buy" consensus rating from analysts with an average price target of $130.83 and recently exceeded earnings expectations, reporting $0.50 EPS against a $0.26 consensus.
Equitable Holdings Inc. Makes New $4.92 Million Investment in Northrop Grumman Corporation $NOC
Equitable Holdings Inc. has made a new $4.92 million investment in Northrop Grumman Corporation, purchasing 9,669 shares during the second quarter. The aerospace company reported strong quarterly earnings, surpassing analyst estimates, and reaffirmed its fiscal year 2026 EPS guidance. Analysts maintain a "Moderate Buy" rating for Northrop Grumman, with an average price target of $661.30.
226,030 Shares in Equitable Holdings, Inc. $EQH Purchased by Philadelphia Financial Management of San Francisco LLC
Philadelphia Financial Management of San Francisco LLC recently acquired 226,030 shares of Equitable Holdings, Inc. (NYSE:EQH) for approximately $9.9 million, making it their 13th largest position. Equitable reported strong quarterly EPS of $1.70, exceeding estimates, despite a 29.8% year-over-year revenue decline. The company maintains a quarterly dividend of $0.30 per share and has a consensus "Moderate Buy" rating from analysts with an average price target of $61.75.
Kintayl Capital LP Buys New Shares in Equitable Holdings, Inc. $EQH
Kintayl Capital LP has purchased 134,260 shares of Equitable Holdings, Inc. (EQH) valued at approximately $5.9 million, making it their 13th largest holding. Other institutional investors have also made significant purchases, bringing total institutional ownership to 92.7%. Wall Street analysts maintain a "Moderate Buy" rating with an average price target of $61.75, while the company reported strong Q2 EPS, beating estimates, and maintains a quarterly dividend.
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.
