Equitable Holdings, INC

Market Movers (8-K)

NYSE
Stockholders of Equitable Holdings and Corebridge Financial have approved the merger between the two companies, paving the way for a combined entity expected to close by year-end 2026.
NYSE
Equitable Holdings, Inc. announced the date for its 2026 Annual Meeting of Stockholders and updated deadlines for proposal submissions.
NYSE
Equitable Holdings, Inc. files an 8-K to supplement merger proxy statements, addressing shareholder lawsuits and providing updated financial advisor analyses related to its proposed merger with Corebridge Financial.
Delay expected
NYSE
Equitable Holdings, Inc. has entered into a Voting and Support Agreement with Nippon Life Insurance Company regarding the previously announced merger with Corebridge Financial, Inc.
NYSE
Corebridge Financial and Equitable Holdings will combine in an all-stock merger valued at approximately $22 billion, creating a leading retirement, life, wealth, and asset management company.
Better than expected
Delay expected
NYSE
Equitable Holdings announced a full year net loss of $1.4 billion in 2025, alongside strong organic cash generation and significant progress on its capital-light strategy.
Worse than expected

Quarterly Earnings (10-Q)

NYSE
Equitable Holdings, Inc. announced its first quarter 2026 financial results, showcasing a significant increase in net income attributable to Holdings, driven by favorable expense management and reinsurance transactions, alongside progress on its proposed merger with Corebridge.
Better than expected
NYSE
Equitable Holdings, Inc. reported a significant net loss for Q3 and the first nine months of 2025, primarily driven by a large reinsurance transaction with RGA and the novation of legacy variable annuity policies, despite stable operating earnings.
Worse than expected
NYSE
Equitable Holdings, Inc. reported a net loss for the second quarter and first half of 2025, primarily driven by increased net derivative losses and the novation of legacy variable annuity policies, despite positive operating earnings.
Capital raise
Worse than expected
NYSE
Equitable Holdings' first quarter 2025 results reveal a complex financial landscape marked by a reinsurance transaction, share repurchase activities, and market-driven impacts on earnings.
Worse than expected
NYSE
Equitable Holdings experienced a decrease in net income attributable to Holdings in Q3 2024, despite an increase in Non-GAAP Operating Earnings, amid market fluctuations and strategic business changes.
Worse than expected
NYSE
Equitable Holdings' second quarter results show a decrease in net income attributable to Holdings, offset by an increase in Non-GAAP Operating Earnings.
Worse than expected

Annual Reports (10-K)

NYSE
Equitable Holdings, Inc. files an amended 10-K to incorporate Part III information, including details on its proposed all-stock merger with Corebridge Financial.
NYSE
Equitable Holdings posted a $1.4 billion net loss in 2025, a significant reversal from prior year profits, primarily driven by reinsurance transactions and legacy policy novation, despite positive Non-GAAP operating earnings.
Worse than expected
Capital raise
NYSE
Equitable Holdings' 2024 10-K filing reveals key financial metrics, strategic initiatives, and risk factors shaping the company's performance and future outlook.
Capital raise
NYSE
Equitable Holdings, Inc.'s 10-K filing details the company's registered securities, including common stock and preferred stock depositary shares, and outlines key corporate governance and anti-takeover provisions.

Insider Trading (Form 4)

NYSE
Equitable Holdings and Corebridge Financial announced that their respective stockholders have overwhelmingly approved the previously announced merger between the two companies.
NYSE
Equitable Holdings, Inc. provides supplemental disclosures regarding its merger with Corebridge Financial, Inc. in response to shareholder litigation.
Delay expected
NYSE
Mark Pearson, President and CEO and a Director of Equitable Holdings, Inc., sold 39,700 shares of common stock on July 20, 2026.
NYSE
Jeffrey J Hurd, Chief Operating Officer of Equitable Holdings, Inc., sold 14,358 shares of common stock on July 15, 2026.
NYSE
Equitable Holdings Chief Operating Officer Jeffrey J. Hurd reported transactions involving the acquisition and disposition of company stock, executed under a Rule 10b5-1 trading plan.
NYSE
Chief Legal Officer Kurt Meyers acquired 249.82 shares of Equitable Holdings common stock via dividend equivalents and stock plan participation.

Proxy Statements (Def-14A)

NYSE
Equitable Holdings released a supplement to its definitive proxy statement to include previously omitted information about director attendance at board and committee meetings.
NYSE
Equitable Holdings, Inc. is holding its annual stockholder meeting on May 21, 2025, and stockholders are encouraged to vote on key proposals.
NYSE
Equitable Holdings' proxy statement outlines the agenda for the 2025 annual meeting, including director elections, executive compensation, and proposed amendments to corporate governance documents.
NYSE
Equitable Holdings, Inc. announces its 2024 Annual Meeting of Stockholders, detailing proposals for director elections, auditor ratification, and executive compensation approval.
NYSE
Equitable Holdings will hold its annual meeting virtually on May 22, 2024, to vote on director elections, auditor ratification, and executive compensation.

Institutional Holdings (13F)

NYSE
Equitable Holdings, Inc. discloses a $15.5 billion institutional investment portfolio as of March 31, 2026.
NYSE
Equitable Holdings, Inc. has filed its Form 13F-HR, revealing a diverse portfolio of 1,616 equity and ETF holdings valued at over $13.5 billion as of September 30, 2025.
NYSE
Equitable Holdings, Inc. has filed its Form 13F-HR, revealing its investment holdings totaling over $12.13 billion as of June 30, 2025.
NYSE
Equitable Holdings' latest 13F filing reveals its holdings as of March 31, 2025, with a total portfolio value of over $10.5 billion.
NYSE
Equitable Holdings, Inc.'s latest 13F filing reveals their investment portfolio as of December 31, 2024, totaling over $10.5 billion.
NYSE
Equitable Holdings, Inc. has reported managing over $10.3 billion in assets across 1,362 holdings as of September 30, 2024, according to its latest 13F filing.

Schedule 13D - Activist Investments

NYSE
Equitable Holdings, along with its subsidiaries Alpha Units Holdings and Alpha Units Holdings II, has solidified its controlling stake in AllianceBernstein L.P. by exchanging AB Holding Units for AB Units, resulting in a combined beneficial ownership of approximately 68.17%.
NYSE
Equitable Holdings, Inc. and its subsidiaries have completed a significant unit exchange with AllianceBernstein L.P., consolidating their beneficial ownership to approximately 68.17% of outstanding AB Units.
NYSE
Equitable Holdings, Inc. has successfully completed a tender offer, acquiring an additional 19.68 million AB Holding Units for approximately $757.8 million, increasing its economic interest in AllianceBernstein L.P. to 68.6%.
NYSE
Equitable Holdings, Inc. has commenced a tender offer to acquire up to 46 million AB Holding Units for $38.50 per unit, aiming to increase its economic interest in AllianceBernstein L.P. to approximately 77.5%.
Capital raise

Schedule 13G - Passive Investments

NYSE
Vanguard Portfolio Management has filed a Schedule 13G, reporting beneficial ownership of 4.94% of Equitable Holdings Inc. common stock as of June 30, 2026.
NYSE
Equitable Holdings, Inc. and its subsidiary have filed a Schedule 13G reporting beneficial ownership of 65.02% of AB Private Lending Fund's Class I Common Shares.
NYSE
Norges Bank has reported beneficial ownership of 18,595,728 shares, representing 6.6331% of Equitable Holdings, Inc. common stock as of March 31, 2026.
NYSE
Vanguard Capital Management has filed a Schedule 13G reporting a 5.42% beneficial ownership stake in Equitable Holdings Inc.
NYSE
Vanguard Portfolio Management has reported beneficial ownership of 5.24% of Equitable Holdings Inc.'s common stock as of March 31, 2026.
NYSE
The Vanguard Group has filed an amended Schedule 13G, reporting zero beneficial ownership in Equitable Holdings Inc. following an internal realignment.