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) 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.
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.
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
This page provides real-time market data for various indices, commodities, currencies, and rates & bonds. It features performance updates for major stock indices like S&P 500, Euro STOXX 50, FTSE 100, and Nikkei 225, along with price changes for gold, copper, Brent crude oil, and CBOT soybeans. Currency exchange rates for EUR/USD, GBP/USD, JPY/USD, and CNY/USD are also included, alongside yields for key government bonds.
Equitable Holdings CEO Mark Pearson sells $1.65m in company stock By Investing.com
Equitable Holdings CEO Mark Pearson sold 39,700 shares of company stock worth $1.65 million on April 20, 2026, as part of a pre-planned trading strategy. Concurrently, he acquired 27,200 shares through option exercises valued at $630,496. Following these transactions, Pearson directly holds over 789,000 shares of Equitable Holdings, with analysts noting the stock appears overvalued despite consistent dividend increases and a favorable outlook from recent merger agreements and analyst upgrades.
US054561AJ49 Latest News and Headlines
This article provides the latest news and headlines for Equitable Holdings, Inc. 4.35% 20-APR-2028 bond, identified by US054561AJ49, traded on the Stuttgart Stock Exchange. It indicates that the market is currently closed and briefly lists information providers for selected market and reference data.
EDGAR Filing Documents for 0001193125-26-169311
This article details an EDGAR filing (Form 485BPOS) for Equitable America Variable Account No.70A, submitted on April 22, 2026, and accepted on the same date at 11:48:09. The filing includes numerous exhibits such as data pages, forms of guaranteed annuity payments, endorsements, riders, and an opinion from counsel. The effectiveness date for these documents is May 1, 2026.
Mark Pearson Sells 39,700 Shares of Equitable (NYSE:EQH) Stock
Equitable Holdings CEO Mark Pearson sold 39,700 shares of EQH stock for approximately $1.65 million on April 20th under a pre-arranged trading plan, reducing his total stake to 789,183 shares. This sale is part of larger disposals in April, totaling 79,400 shares. The company recently announced a $1 billion share buyback program and paid a quarterly dividend of $0.27, while analysts maintain a "Moderate Buy" consensus despite recent price target reductions.
Equitable Holdings COO Hurd sells $582,697 in stock
Jeffrey J. Hurd, COO of Equitable Holdings, sold 14,358 shares for $582,697 and exercised options for 9,358 shares. The stock is currently trading at $41.73 and has seen a 12% gain recently, though InvestingPro analysis suggests it is overvalued. These transactions follow a recent earnings report meeting EPS expectations but missing revenue forecasts, alongside strategic merger activities with Nippon Life Insurance Company and Corebridge Financial.
Equitable Holdings price target raised to $63 from $62 at Evercore ISI
Evercore ISI has increased its price target for Equitable Holdings (EQH) to $63 from $62, while maintaining an Outperform rating on the shares. This adjustment comes as the firm revises its estimates in anticipation of upcoming earnings. The news was initially reported by TheFly.
Corebridge, Equitable Announce ‘Transformational’ Merger, ERIC Celebrates 50
Corebridge Financial and Equitable Holdings are merging in an all-stock deal valued at $22 billion, creating a diversified financial services company with $1.5 trillion in AUM/AUA. The ERISA Industry Committee (ERIC) is celebrating its 50th anniversary, highlighting its advocacy for health and retirement benefits. Additionally, the article covers Betterment at Work's enhanced 401(k) offerings, Transamerica's new Chief Investment Officer, Creative Planning's acquisition of London-based MASECO, and Public's launch of crypto trading within IRAs.
Equitable (NYSE: EQH) CEO granted 1,660 dividend-equivalent RSUs
Equitable Holdings, Inc. President and CEO Mark Pearson was granted 1,660 dividend-equivalent Restricted Stock Units (RSUs) on March 12, 2026. This award represents dividend equivalents accrued on previously granted RSUs and will vest, settle, and expire under the same terms as the original units. After this grant, Pearson directly holds a total of 814,183.2978 shares of Equitable Holdings common stock, including RSUs.
Equitable Holdings, Inc. $EQH Shares Sold by Dimensional Fund Advisors LP
Dimensional Fund Advisors LP reduced its stake in Equitable Holdings, Inc. ($EQH) by 9.2% in Q3 2025, selling 366,602 shares and now holding 3,634,554 shares valued at $184.6 million. Equitable has declared a quarterly dividend of $0.27 per share and authorized a $1.00 billion share buyback program. Analysts maintain a "Moderate Buy" consensus rating with a price target of $60.64, while insider selling has also been noted.
First Trust Advisors LP Sells 401,077 Shares of Equitable Holdings, Inc. $EQH
First Trust Advisors LP recently reduced its stake in Equitable Holdings, Inc. (EQH) by 14.4%, selling over 400,000 shares, though they still hold a substantial position. This comes as Equitable announced a $1 billion share buyback program and a quarterly dividend of $0.27, while insider activity showed multiple executives selling shares. Analysts' ratings for EQH are mixed, with a consensus of "Moderate Buy" and an average price target of $60.64.
Munich Reinsurance Co Stock Corp in Munich Makes New Investment in Equitable Holdings, Inc. $EQH
Munich Reinsurance Co Stock Corp has made a new investment in Equitable Holdings, Inc. (NYSE:EQH), acquiring 126,645 shares valued at approximately $6.43 million during the third quarter. This comes as Equitable's board authorized a $1.00 billion share buyback, suggesting management believes the stock is undervalued. Despite this, corporate insiders have sold a significant number of shares recently, approximately 1.1% ownership.
55,394 Shares in Equitable Holdings, Inc. $EQH Purchased by Dynamic Technology Lab Private Ltd
Dynamic Technology Lab Private Ltd acquired a new stake of 55,394 shares, valued at approximately $2.81 million, in Equitable Holdings, Inc. (EQH) during the third quarter, making it their 19th largest position. Equitable's board authorized a $1 billion share buyback plan and declared a quarterly dividend of $0.27 per share, while institutional ownership stands at 92.7%. Analyst consensus rates EQH as a "Moderate Buy" with an average target price of $60.64, despite recent insider share sales.
American Century Companies Inc. Raises Stake in Equitable Holdings, Inc. $EQH
American Century Companies Inc. significantly increased its stake in Equitable Holdings, Inc. by 22.0% in the third quarter, now owning 704,600 shares valued at approximately $35.78 million. While institutional ownership remains high at 92.70%, several insiders, including the CEO and COO, have recently sold shares. Equitable's board has approved a $1.00 billion share buyback program and declared a quarterly dividend of $0.27 per share.
Is Equitable Holdings (EQH) Looking Mispriced After Recent Share Price Pullback?
Equitable Holdings (EQH) has experienced a share price pullback, declining 18.3% over the last year, leading to questions about its current valuation. According to a Discounted Cash Flow (DCF) analysis, the stock appears undervalued, trading at a 60.5% discount to its intrinsic value of $100.75 per share. Additionally, its Price-to-Sales (P/S) ratio of 0.96x is below both the industry average and Simply Wall St's proprietary Fair Ratio of 1.87x, further suggesting it may be mispriced.
Assessing Equitable Holdings (EQH) Valuation After Prolonged Weak Share Price Performance
Equitable Holdings (EQH) has experienced weak share price performance recently, despite positive long-term returns. Simply Wall St's analysis suggests EQH is 36.1% undervalued with a fair value of $61.50, driven by anticipated product innovation, strategic partnerships, and digital expansion leading to increased earnings and margins. However, potential risks like lower return products and regulatory scrutiny exist, prompting investors to consider both the bullish fair value case and recent negative returns.
Equitable Holdings Hits New 52-Week Low at $39.36
Equitable Holdings, Inc. has reached a new 52-week low at $39.36, experiencing a 1.03% decline in stock price over the past year, significantly underperforming the S&P 500. The company, with a market capitalization of approximately USD 17,986 million, faces challenges including consecutive quarters of negative results and weak long-term fundamental strength despite a high dividend yield. Its stock return of 3.86% over the last year is considerably lower than the broader market's gains, reflecting heightened risk and divergence from historical valuations.
AM Best Affirms Credit Ratings of Equitable Holdings, Inc. and Its Subsidiaries
AM Best has affirmed the Financial Strength Rating of A (Excellent) and Long-Term Issuer Credit Ratings of "a+" (Excellent) for Equitable Financial Life Insurance Company of America (EFLICOA) and Equitable Financial Life Insurance Company (EFLIC), collectively known as Equitable Life Group. Additionally, AM Best affirmed the Long-Term ICR of "bbb+" (Good) for Equitable Holdings, Inc. and assigned a stable outlook to all ratings. The ratings reflect Equitable Life Group's strong balance sheet, operating performance, favorable business profile, and robust enterprise risk management, despite some earnings volatility due to business repositioning.
AM Best Affirms Credit Ratings of Equitable Holdings, Inc. and Its Subsidiaries
AM Best has affirmed the Financial Strength Rating of A (Excellent) and Long-Term Issuer Credit Ratings of "a+" (Excellent) for Equitable Financial Life Insurance Company of America and Equitable Financial Life Insurance Company, together known as Equitable Life Group. Additionally, AM Best affirmed the Long-Term ICR of "bbb+" (Good) for Equitable Holdings, Inc. and assigned a stable outlook to all ratings. The ratings reflect Equitable Life Group's strong balance sheet, operating performance, business profile, and risk management, despite some earnings volatility from strategic repositioning and a stake in AllianceBernstein.
AustralianSuper Pty Ltd Lowers Holdings in Equitable Holdings, Inc. $EQH
AustralianSuper Pty Ltd decreased its stake in Equitable Holdings, Inc. ($EQH) by 19.6% in the third quarter, selling 173,585 shares and owning 709,960 shares valued at over $36 million. Despite this, several other institutional investors increased their positions in Equitable during the same period. The article also notes recent insider selling, analyst price targets for EQH, and the company's announcement of a stock buyback program and a quarterly dividend.
