Equitable Holdings, Inc. (EQH - Free Report) is expected to deliver a year-over-year increase in earnings on lower revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on August 4. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis company is expected to post quarterly earnings of $1.66 per share in its upcoming report, which represents a year-over-year change of +50.9%.
Revenues are expected to be $3.8 billion, down 0% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 2.24% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Equitable Holdings?For Equitable Holdings, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -1.22%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that Equitable Holdings will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Equitable Holdings would post earnings of $1.6 per share when it actually produced earnings of $1.62, delivering a surprise of +1.25%.
Over the last four quarters, the company has beaten consensus EPS estimates three times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Equitable Holdings doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Advent International L.P. decreased its holdings in shares of Equitable Holdings, Inc. (NYSE:EQH – Free Report) by 97.6% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,810 shares of the company’s stock after selling 521,700 shares during the period. Equitable accounts for about 0.0% of Advent International L.P.’s portfolio, making the stock its 28th biggest position. Advent International L.P.’s holdings in Equitable were worth $475,000 at the end of the most recent quarter.
Several other large investors have also added to or reduced their stakes in EQH. Johnson Financial Group Inc. acquired a new position in Equitable in the third quarter valued at approximately $26,000. Covestor Ltd grew its position in shares of Equitable by 124.7% during the 4th quarter. Covestor Ltd now owns 728 shares of the company’s stock worth $35,000 after buying an additional 404 shares during the period. Caitong International Asset Management Co. Ltd bought a new stake in shares of Equitable in the 3rd quarter valued at $38,000. Geneos Wealth Management Inc. increased its stake in shares of Equitable by 92.6% in the 1st quarter. Geneos Wealth Management Inc. now owns 882 shares of the company’s stock valued at $46,000 after acquiring an additional 424 shares in the last quarter. Finally, Root Financial Partners LLC lifted its position in shares of Equitable by 64.1% during the 1st quarter. Root Financial Partners LLC now owns 888 shares of the company’s stock valued at $33,000 after acquiring an additional 347 shares during the period. Institutional investors and hedge funds own 92.70% of the company’s stock.
Equitable Stock Up 1.2% Shares of NYSE EQH opened at $48.57 on Tuesday. The company has a debt-to-equity ratio of 8.75, a current ratio of 0.11 and a quick ratio of 0.11. The company has a 50-day moving average price of $44.61 and a 200-day moving average price of $42.92. The stock has a market capitalization of $13.26 billion, a P/E ratio of -17.10, a P/E/G ratio of 0.47 and a beta of 1.10. Equitable Holdings, Inc. has a 1 year low of $35.19 and a 1 year high of $55.24.
Equitable (NYSE:EQH – Get Free Report) last posted its earnings results on Monday, May 4th. The company reported $1.62 earnings per share for the quarter, topping analysts’ consensus estimates of $1.60 by $0.02. Equitable had a negative net margin of 7.26% and a positive return on equity of 232.29%. The company had revenue of $4.23 billion for the quarter, compared to analyst estimates of $3.95 billion. During the same quarter in the prior year, the business posted $1.35 EPS. The firm’s revenue was down 7.6% compared to the same quarter last year. On average, equities research analysts forecast that Equitable Holdings, Inc. will post 7.11 EPS for the current fiscal year.
Equitable Announces Dividend The business also recently disclosed a quarterly dividend, which will be paid on Monday, August 10th. Shareholders of record on Monday, August 3rd will be issued a dividend of $0.30 per share. This represents a $1.20 dividend on an annualized basis and a yield of 2.5%. The ex-dividend date of this dividend is Monday, August 3rd. Equitable’s payout ratio is currently -42.25%.
Analyst Upgrades and Downgrades A number of research firms have commented on EQH. Jefferies Financial Group raised their price target on shares of Equitable from $64.00 to $66.00 and gave the stock a “buy” rating in a report on Friday, July 10th. Barclays decreased their target price on Equitable from $51.00 to $50.00 and set an “overweight” rating for the company in a research report on Tuesday, July 7th. Wolfe Research lowered Equitable from an “outperform” rating to a “peer perform” rating in a report on Thursday, July 9th. Evercore set a $63.00 price objective on Equitable and gave the company an “outperform” rating in a research note on Thursday, April 9th. Finally, Weiss Ratings upgraded Equitable from a “sell (d+)” rating to a “hold (c-)” rating in a report on Tuesday, July 14th. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $60.08.
Get Our Latest Stock Analysis on EQH
Insider Transactions at Equitable In other news, Director Bertram L. Scott sold 2,470 shares of the stock in a transaction that occurred on Thursday, June 4th. The stock was sold at an average price of $41.08, for a total value of $101,467.60. Following the completion of the sale, the director directly owned 27,931 shares of the company’s stock, valued at $1,147,405.48. This represents a 8.12% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Mark Pearson sold 39,700 shares of the firm’s stock in a transaction that occurred on Thursday, June 18th. The shares were sold at an average price of $45.28, for a total value of $1,797,616.00. Following the completion of the transaction, the chief executive officer owned 765,903 shares in the company, valued at $34,680,087.84. This represents a 4.93% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 88,803 shares of company stock valued at $3,913,078. Corporate insiders own 1.10% of the company’s stock.
About Equitable (Free Report)
Equitable Holdings, Inc (NYSE: EQH) is a leading provider of life insurance, annuities and retirement plan services in the United States. Through its insurance subsidiary, AXA Equitable Life Insurance Company, the firm offers a broad range of permanent and term life insurance products designed to help individuals and families manage risk and build wealth. In addition, Equitable provides fixed, variable and indexed annuity solutions to support income planning in retirement, as well as a suite of group retirement and pension plan services for employers and plan sponsors.
The company also maintains an asset management arm that delivers investment strategies across equities, fixed income and alternative asset classes for both retail and institutional clients.
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NEW YORK--(BUSINESS WIRE)--Equitable Holdings, Inc. (NYSE: EQH), the leading financial services holding company of Equitable, AllianceBernstein and Equitable Advisors, announced today that it will release 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 the results.
The conference call webcast, along with additional earnings materials, will be accessible on the company’s investor relations website at ir.equitableholdings.com.
To register for the conference call, please use this link:
EQH Second Quarter 2026 Earnings Call
After registering, you will receive an email confirmation including dial in details and a unique conference call code for entry. Registration is open through the live call. To ensure you are connected for the full call we suggest registering a day in advance or at minimum 10 minutes before the start of the call.
About Equitable Holdings
Equitable Holdings, Inc. (NYSE: EQH) is a leading financial services holding company comprised of complementary and well-established businesses, Equitable, AllianceBernstein and Equitable Advisors. Equitable Holdings has $1.1 trillion in assets under management and administration (as of 3/31/2026) and more than 5 million client relationships globally. Founded in 1859, Equitable provides retirement and protection strategies to individuals, families and small businesses. AllianceBernstein is a global investment management firm that offers diversified investment services to institutional investors, individuals and private wealth clients. Equitable Advisors, LLC (Equitable Financial Advisors in MI and TN) has approximately 4,600 duly registered and licensed financial professionals that provide financial planning, wealth management, retirement planning, protection and risk management services to clients across the country.
NEW YORK--(BUSINESS WIRE)--Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced the introduction of the Equitable Retirement AccessSM ERISA 403(b) pooled employer plan (PEP), a new offering designed to help nonprofit organizations offer a scalable, cost‑efficient way to provide their employees with retirement plan benefits. “Nonprofit leaders pour everything into the people and communities they support, but most do.
Equitable Holdings, Inc. (NYSE:EQH – Get Free Report) CEO Mark Pearson sold 38,313 shares of the company’s stock in a transaction dated Wednesday, April 8th. The stock was sold at an average price of $40.05, for a total transaction of $1,534,435.65. Following the completion of the sale, the chief executive officer directly owned 801,683 shares in the company, valued at $32,107,404.15. This represents a 4.56% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Mark Pearson also recently made the following trade(s):
On Tuesday, January 20th, Mark Pearson sold 39,700 shares of Equitable stock. The stock was sold at an average price of $46.20, for a total transaction of $1,834,140.00. Equitable Stock Performance Shares of Equitable stock opened at $37.50 on Monday. The stock has a market cap of $10.51 billion, a price-to-earnings ratio of -7.78, a PEG ratio of 0.35 and a beta of 1.11. The firm’s 50-day moving average is $40.42 and its 200 day moving average is $45.02. Equitable Holdings, Inc. has a 1 year low of $35.19 and a 1 year high of $56.61. The company has a debt-to-equity ratio of 16.42, a current ratio of 0.13 and a quick ratio of 0.13.
Equitable Announces Dividend The business also recently announced a quarterly dividend, which was paid on Wednesday, March 11th. Shareholders of record on Wednesday, March 4th were paid a dividend of $0.27 per share. The ex-dividend date was Wednesday, March 4th. This represents a $1.08 annualized dividend and a yield of 2.9%. Equitable’s dividend payout ratio is currently -22.41%.
Equitable declared that its Board of Directors has authorized a stock buyback program on Wednesday, February 11th that allows the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization allows the company to buy up to 7.7% of its stock through open market purchases. Stock repurchase programs are often a sign that the company’s leadership believes its shares are undervalued.
Equitable News Roundup Here are the key news stories impacting Equitable this week:
Positive Sentiment: Board-approved $1.0 billion share buyback (up to ~7.7% of shares) provides balance‑sheet support and buyback-driven EPS/capital return optionality. MarketBeat EQH Company Page Positive Sentiment: Quarterly dividend of $0.27 (annualized $1.08, ~2.8% yield) remains in place, offering income support for shareholders. MarketBeat Dividend Report Positive Sentiment: Despite recent trims, the analyst consensus remains largely positive (many Buy/Outperform ratings and a consensus target near the mid‑$50s), implying continued upside from current levels. MarketBeat Analyst Coverage Neutral Sentiment: UBS cut its price target from $66 to $58 but kept a “buy” rating — the target still implies sizable upside vs. the current price. UBS PT Lowered to $58 (AmericanBankingNews) Neutral Sentiment: Wells Fargo trimmed its target to $56 and Keefe, Bruyette & Woods lowered theirs to $51, yet both maintain overweight/outperform stances — these trims reduce upside expectations slightly but are not full downgrades. Benzinga: Wells Fargo & KBW Coverage TickerReport: KBW PT Lowered Negative Sentiment: Insider selling: CEO/COO-level insiders (Nick Lane and Jeffrey Hurd) sold shares under pre-arranged 10b5‑1 plans (combined disclosed sales on/around April 8), which can sap near‑term sentiment despite being pre-planned. InsiderTrades: EQH Insider Sales Analyst Upgrades and Downgrades Several equities research analysts recently issued reports on the stock. Zacks Research lowered shares of Equitable from a “hold” rating to a “strong sell” rating in a report on Thursday, January 22nd. Mizuho set a $65.00 target price on shares of Equitable in a report on Wednesday, January 14th. Weiss Ratings lowered shares of Equitable from a “hold (c-)” rating to a “sell (d+)” rating in a report on Monday, March 2nd. The Goldman Sachs Group set a $60.00 target price on shares of Equitable in a report on Monday, January 5th. Finally, UBS Group reduced their target price on shares of Equitable from $66.00 to $58.00 and set a “buy” rating for the company in a report on Thursday. One research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and two have given a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $57.73.
View Our Latest Stock Report on Equitable
Institutional Investors Weigh In On Equitable A number of institutional investors have recently added to or reduced their stakes in the stock. Pacer Advisors Inc. grew its holdings in Equitable by 15.3% during the 4th quarter. Pacer Advisors Inc. now owns 46,021 shares of the company’s stock valued at $2,193,000 after buying an additional 6,123 shares in the last quarter. Smith Asset Management Co. LLC grew its holdings in Equitable by 14.0% during the 4th quarter. Smith Asset Management Co. LLC now owns 82,004 shares of the company’s stock valued at $3,907,000 after buying an additional 10,055 shares in the last quarter. Mercer Global Advisors Inc. ADV boosted its position in shares of Equitable by 4.9% during the 4th quarter. Mercer Global Advisors Inc. ADV now owns 111,134 shares of the company’s stock valued at $5,296,000 after acquiring an additional 5,166 shares during the last quarter. Vident Advisory LLC boosted its position in shares of Equitable by 16.0% during the 4th quarter. Vident Advisory LLC now owns 120,655 shares of the company’s stock valued at $5,749,000 after acquiring an additional 16,655 shares during the last quarter. Finally, XTX Topco Ltd boosted its position in shares of Equitable by 2.9% during the 4th quarter. XTX Topco Ltd now owns 22,247 shares of the company’s stock valued at $1,060,000 after acquiring an additional 631 shares during the last quarter. 92.70% of the stock is owned by hedge funds and other institutional investors.
About Equitable (Get Free Report)
Equitable Holdings, Inc (NYSE: EQH) is a leading provider of life insurance, annuities and retirement plan services in the United States. Through its insurance subsidiary, AXA Equitable Life Insurance Company, the firm offers a broad range of permanent and term life insurance products designed to help individuals and families manage risk and build wealth. In addition, Equitable provides fixed, variable and indexed annuity solutions to support income planning in retirement, as well as a suite of group retirement and pension plan services for employers and plan sponsors.
The company also maintains an asset management arm that delivers investment strategies across equities, fixed income and alternative asset classes for both retail and institutional clients.
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Massachusetts Financial Services Co. MA raised its position in Equitable Holdings, Inc. (NYSE:EQH – Free Report) by 4.2% during the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 4,822,908 shares of the company’s stock after buying an additional 193,640 shares during the period. Massachusetts Financial Services Co. MA owned about 1.68% of Equitable worth $229,812,000 as of its most recent filing with the SEC.
A number of other hedge funds have also recently bought and sold shares of the company. Capital International Investors grew its stake in shares of Equitable by 49.5% during the third quarter. Capital International Investors now owns 11,012,837 shares of the company’s stock worth $559,232,000 after purchasing an additional 3,645,301 shares during the period. Thornburg Investment Management Inc. grew its stake in shares of Equitable by 0.3% during the third quarter. Thornburg Investment Management Inc. now owns 4,867,643 shares of the company’s stock worth $247,179,000 after purchasing an additional 12,370 shares during the period. Pzena Investment Management LLC grew its stake in shares of Equitable by 1.3% during the third quarter. Pzena Investment Management LLC now owns 4,297,008 shares of the company’s stock worth $218,202,000 after purchasing an additional 55,798 shares during the period. Boston Partners grew its stake in shares of Equitable by 2.0% during the third quarter. Boston Partners now owns 3,637,414 shares of the company’s stock worth $184,704,000 after purchasing an additional 72,267 shares during the period. Finally, Diamond Hill Capital Management Inc. acquired a new stake in shares of Equitable during the third quarter worth $101,547,000. 92.70% of the stock is currently owned by institutional investors.
Key Stories Impacting Equitable Here are the key news stories impacting Equitable this week:
Positive Sentiment: Board-approved $1.0 billion share buyback (up to ~7.7% of shares) provides balance‑sheet support and buyback-driven EPS/capital return optionality. MarketBeat EQH Company Page Positive Sentiment: Quarterly dividend of $0.27 (annualized $1.08, ~2.8% yield) remains in place, offering income support for shareholders. MarketBeat Dividend Report Positive Sentiment: Despite recent trims, the analyst consensus remains largely positive (many Buy/Outperform ratings and a consensus target near the mid‑$50s), implying continued upside from current levels. MarketBeat Analyst Coverage Neutral Sentiment: UBS cut its price target from $66 to $58 but kept a “buy” rating — the target still implies sizable upside vs. the current price. UBS PT Lowered to $58 (AmericanBankingNews) Neutral Sentiment: Wells Fargo trimmed its target to $56 and Keefe, Bruyette & Woods lowered theirs to $51, yet both maintain overweight/outperform stances — these trims reduce upside expectations slightly but are not full downgrades. Benzinga: Wells Fargo & KBW Coverage TickerReport: KBW PT Lowered Negative Sentiment: Insider selling: CEO/COO-level insiders (Nick Lane and Jeffrey Hurd) sold shares under pre-arranged 10b5‑1 plans (combined disclosed sales on/around April 8), which can sap near‑term sentiment despite being pre-planned. InsiderTrades: EQH Insider Sales Insider Buying and Selling In related news, insider Nick Lane sold 10,000 shares of the firm’s stock in a transaction on Wednesday, April 8th. The stock was sold at an average price of $40.04, for a total transaction of $400,400.00. Following the sale, the insider owned 124,218 shares of the company’s stock, valued at approximately $4,973,688.72. This trade represents a 7.45% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mark Pearson sold 38,313 shares of the firm’s stock in a transaction on Wednesday, April 8th. The stock was sold at an average price of $40.05, for a total value of $1,534,435.65. Following the sale, the chief executive officer directly owned 801,683 shares in the company, valued at $32,107,404.15. The trade was a 4.56% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 139,161 shares of company stock valued at $6,096,913. 1.10% of the stock is owned by company insiders.
Wall Street Analysts Forecast Growth EQH has been the subject of a number of analyst reports. Wall Street Zen raised Equitable from a “sell” rating to a “hold” rating in a research note on Saturday, February 28th. Morgan Stanley decreased their price objective on Equitable from $59.00 to $54.00 and set an “overweight” rating for the company in a research note on Tuesday, March 3rd. UBS Group decreased their price objective on Equitable from $66.00 to $58.00 and set a “buy” rating for the company in a research note on Thursday. Zacks Research cut Equitable from a “hold” rating to a “strong sell” rating in a research note on Thursday, January 22nd. Finally, Weiss Ratings cut Equitable from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Monday, March 2nd. One equities research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, Equitable has an average rating of “Moderate Buy” and an average price target of $57.73.
Read Our Latest Stock Analysis on Equitable
Equitable Stock Performance Shares of Equitable stock opened at $37.50 on Monday. The company has a market capitalization of $10.51 billion, a PE ratio of -7.78, a PEG ratio of 0.35 and a beta of 1.11. Equitable Holdings, Inc. has a 12 month low of $35.19 and a 12 month high of $56.61. The company has a current ratio of 0.13, a quick ratio of 0.13 and a debt-to-equity ratio of 16.42. The stock’s fifty day simple moving average is $40.42 and its 200 day simple moving average is $45.02.
Equitable announced that its board has initiated a stock buyback plan on Wednesday, February 11th that permits the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization permits the company to reacquire up to 7.7% of its shares through open market purchases. Shares repurchase plans are often a sign that the company’s board of directors believes its stock is undervalued.
Equitable Announces Dividend The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, March 11th. Investors of record on Wednesday, March 4th were paid a dividend of $0.27 per share. This represents a $1.08 annualized dividend and a yield of 2.9%. The ex-dividend date of this dividend was Wednesday, March 4th. Equitable’s dividend payout ratio (DPR) is presently -22.41%.
Equitable Profile (Free Report)
Equitable Holdings, Inc (NYSE: EQH) is a leading provider of life insurance, annuities and retirement plan services in the United States. Through its insurance subsidiary, AXA Equitable Life Insurance Company, the firm offers a broad range of permanent and term life insurance products designed to help individuals and families manage risk and build wealth. In addition, Equitable provides fixed, variable and indexed annuity solutions to support income planning in retirement, as well as a suite of group retirement and pension plan services for employers and plan sponsors.
The company also maintains an asset management arm that delivers investment strategies across equities, fixed income and alternative asset classes for both retail and institutional clients.
Read More Five stocks we like better than Equitable
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Pre-Market Stock Futures: The futures are trading modestly higher after a wild Wednesday that saw the Nasdaq explode higher to close at an all-time high of 24,016, up a hefty 1.60%, while the S&P 500 closed up 0.80% at 7,022, also hitting a brand-new all-time closing high. The small-cap Russell 2000, the leading index this year, finished the day at 2,713, up 0.30%, while the Dow Jones Industrial Average was the only loser, closing at 48,463, down 0.15%. Analysts cited more solid news on the war and positive earnings results from the mega-cap money-center banks and brokerage firms.
Treasury Bonds: The sellers showed up on Wednesday as yields rose across the Treasury curve, and this was no surprise after the big rally in U.S. sovereign debt on Tuesday. With the prospect of interest rate cuts falling, Treasury Secretary Scott Bessent said that while he remains constructive on rate cuts in 2026, they may need to be moved out to later in the year. The 30-year-long bond closed Wednesday at 4.89%, while the benchmark 10-year note was last seen at 4.28%.
Oil and Gas: After some heavy selling across the energy complex on Tuesday, the major benchmarks finished modestly higher on Wednesday. Brent Crude closed at $94.94, up 0.16%, while West Texas Intermediate closed virtually unchanged at $91.29. Natural gas closed the session at $2.61, up 0.41%
Gold: After a big day on Tuesday for the precious metals, like oil and energy stocks, the sellers emerged on Wednesday, and prices for the top metals both closed lower. Gold was last seen at $4,790, down 1.03%, while the final trade for Silver was reported at $78.86, down 0.69%. The strength in the U.S. dollar was cited as a major reason for the decline, and profit-taking after the strong move over the last week was also a likely culprit.
Crypto: The cryptocurrency markets saw a slight correction yesterday following some big early-week gains, with Bitcoin holding above $74,000. Despite volatility driven by geopolitical tensions, Bitcoin, Ethereum, and some other altcoins remained relatively stable. Needless to say, crypto traders and strategists are monitoring the Middle East, where tensions are influencing price movements, though Bitcoin and Ethereum remain up significantly since the conflict began. At 8 AM EDT, Bitcoin is trading at $74,440, while Ethereum is quoted at $2,333.
24/7 Wall St. reviews dozens of analyst research reports daily to identify new investment ideas for both investors and traders. Some of these daily analyst calls cover stocks to buy. Other calls cover stocks to sell or avoid. Remember that no single analyst call should ever be used as a basis to buy or sell a stock.
Here are some of the top Wall Street analyst upgrades, downgrades, and initiations seen on Thursday, April 16, 2026.
Upgrades: Blackstone Mortgage Trust Inc. (NYSE: BXMT) | BXMT Price Prediction was upgraded to Overweight from Neutral at JPMorgan, with a $21 target price for the shares. Bread Financial Holdings Inc. (NYSE: BFH) was upgraded to Equal Weight from Underweight at Morgan Stanley, with a $91 target price. Equitable Holdings Inc. (NYSE: EQH) was upgraded to Strong Buy from Market Perform at Raymond James, which has a $58 target price for the stock. Grupo Aeroportuario del Centro Norte SAB De CV (NASDAQ: OMAB) was raised to Buy from Hold at HSBC, with a $134 target price for the company. Okta Inc. (NASDAQ: OKTA) was upgraded to Outperform from Market Perform at Raymond James, which has an $85 target price. Downgrades: Corning Inc. (NYSE: GLW) was downgraded to Neutral from Overweight at JPMorgan, which actually raised the target price for the fiber and display giant to $175 from $115. Federated Hermes Inc. (NYSE: FHI) was downgraded to Underweight from Neutral at JPMorgan, which nudged the price target to $56 from $55. GitLab Inc. (NASDAQ: GTLB) was cut to Neutral from Buy at UBS, which slashed the target price for the stock to $24 from $44. PayPal Holdings Inc. (NASDAQ: PYPL) was downgraded to Neutral from Outperform at Mizuho, which cut the target price for the stock to $50 from $60. Two Harbors Investment Corp. (NYSE: TWO) was downgraded to Underweight from Neutral at JPMorgan, which trimmed the target price for the stock to $11 from $12.50. Initiations: Autoliv Inc. (NYSE: ALV) was initiated with a Buy rating at Bank of America, with a $140 price target. CoreWeave (NASDAQ: CRWV) was started with an Outperform rating at Wolfe Research, which has a $150 target price objective. Dicks Sporting Goods Inc. (NYSE: DKS) was initiated with a Buy rating at BTIG, which has a $300 target price for the retail giant. Equifax Inc. (NYSE: EFX) was initiated with an Overweight rating at Mizuho, which has a $222 target price for the shares. Pfizer Inc. (NYSE: PFE) was initiated with an Outperform rating at CICC, which has a $33 target for the healthcare giant.
Benson Investment Management Company Inc. boosted its holdings in Equitable Holdings, Inc. (NYSE:EQH – Free Report) by 15.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 120,375 shares of the company’s stock after purchasing an additional 16,133 shares during the quarter. Benson Investment Management Company Inc.’s holdings in Equitable were worth $5,736,000 at the end of the most recent quarter.
Other hedge funds have also recently added to or reduced their stakes in the company. Johnson Financial Group Inc. acquired a new stake in Equitable in the third quarter worth approximately $26,000. Root Financial Partners LLC acquired a new stake in Equitable in the 3rd quarter valued at about $36,000. Hilltop National Bank acquired a new stake in shares of Equitable during the 3rd quarter valued at $37,000. Caitong International Asset Management Co. Ltd acquired a new stake in shares of Equitable during the 3rd quarter valued at $38,000. Finally, Geneos Wealth Management Inc. lifted its position in shares of Equitable by 92.6% during the 1st quarter. Geneos Wealth Management Inc. now owns 882 shares of the company’s stock valued at $46,000 after acquiring an additional 424 shares during the last quarter. Institutional investors and hedge funds own 92.70% of the company’s stock.
Analysts Set New Price Targets EQH has been the subject of a number of analyst reports. Zacks Research lowered shares of Equitable from a “hold” rating to a “strong sell” rating in a research note on Thursday, January 22nd. Weiss Ratings cut shares of Equitable from a “hold (c-)” rating to a “sell (d+)” rating in a report on Monday, March 2nd. Wells Fargo & Company reduced their target price on Equitable from $57.00 to $56.00 and set an “overweight” rating for the company in a report on Friday, April 10th. Wall Street Zen upgraded Equitable from a “sell” rating to a “hold” rating in a report on Saturday, February 28th. Finally, UBS Group reduced their price target on shares of Equitable from $66.00 to $58.00 and set a “buy” rating for the company in a research report on Thursday, April 9th. Two analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $56.91.
View Our Latest Report on Equitable
Equitable Trading Down 0.7% Shares of Equitable stock opened at $41.68 on Friday. The firm has a market capitalization of $11.69 billion, a PE ratio of -8.65, a price-to-earnings-growth ratio of 0.40 and a beta of 1.11. The company has a debt-to-equity ratio of 16.42, a current ratio of 0.13 and a quick ratio of 0.13. The company’s fifty day moving average price is $39.98 and its two-hundred day moving average price is $44.72. Equitable Holdings, Inc. has a 52-week low of $35.19 and a 52-week high of $56.61.
Equitable Announces Dividend The business also recently announced a quarterly dividend, which was paid on Wednesday, March 11th. Stockholders of record on Wednesday, March 4th were issued a $0.27 dividend. The ex-dividend date of this dividend was Wednesday, March 4th. This represents a $1.08 dividend on an annualized basis and a dividend yield of 2.6%. Equitable’s dividend payout ratio is presently -22.41%.
Equitable declared that its Board of Directors has initiated a stock repurchase plan on Wednesday, February 11th that allows the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization allows the company to buy up to 7.7% of its shares through open market purchases. Shares repurchase plans are often a sign that the company’s management believes its shares are undervalued.
Insider Transactions at Equitable In other news, CEO Mark Pearson sold 39,700 shares of the stock in a transaction that occurred on Tuesday, January 20th. The stock was sold at an average price of $46.20, for a total value of $1,834,140.00. Following the completion of the transaction, the chief executive officer directly owned 652,945 shares of the company’s stock, valued at approximately $30,166,059. This represents a 5.73% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, COO Jeffrey J. Hurd sold 14,358 shares of the company’s stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $40.58, for a total transaction of $582,647.64. Following the completion of the sale, the chief operating officer directly owned 84,403 shares in the company, valued at approximately $3,425,073.74. The trade was a 14.54% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 128,116 shares of company stock valued at $5,386,439. Corporate insiders own 1.10% of the company’s stock.
Key Stories Impacting Equitable Here are the key news stories impacting Equitable this week:
Positive Sentiment: Raymond James upgraded EQH from “market perform” to “strong-buy” with a $58 price target (implying ~39% upside from current levels), which is a clear bullish catalyst for investors. Raymond James Upgrade Positive Sentiment: Management and counterpart Corebridge have discussed potential share buybacks ahead of the pending Corebridge–Equitable transaction; buyback talk typically supports the share price by reducing float and signaling confidence in valuation. Buybacks & Merger Discussion Neutral Sentiment: Insider sales disclosed (all executed under pre-arranged Rule 10b5‑1 plans): COO Jeffrey Hurd sold 14,358 shares (~$40.58 avg), Nick Lane sold 10,000 shares (~$40.44 avg), and CEO Mark Pearson sold 1,387 shares (~$40.03 avg). Because these were planned 10b5‑1 trades the market impact is muted, but such filings can still raise short-term selling pressure. Filing links: Hurd SEC Filing Lane SEC Filing Pearson SEC Filing Negative Sentiment: Technical and fundamental headwinds: the 50‑day moving average (~$40.06) sits below the 200‑day (~$44.79) and key metrics show negative earnings (negative P/E) and high reported leverage; these factors can limit upside and contribute to continued selling pressure despite positive headlines. About Equitable (Free Report)
Equitable Holdings, Inc (NYSE: EQH) is a leading provider of life insurance, annuities and retirement plan services in the United States. Through its insurance subsidiary, AXA Equitable Life Insurance Company, the firm offers a broad range of permanent and term life insurance products designed to help individuals and families manage risk and build wealth. In addition, Equitable provides fixed, variable and indexed annuity solutions to support income planning in retirement, as well as a suite of group retirement and pension plan services for employers and plan sponsors.
The company also maintains an asset management arm that delivers investment strategies across equities, fixed income and alternative asset classes for both retail and institutional clients.
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Equitable Holdings, Inc. (NYSE:EQH – Get Free Report) COO Jeffrey Hurd sold 14,358 shares of the company’s stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $40.58, for a total transaction of $582,647.64. Following the completion of the sale, the chief operating officer directly owned 84,403 shares of the company’s stock, valued at $3,425,073.74. The trade was a 14.54% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Equitable Trading Down 0.7% Shares of EQH stock opened at $41.68 on Friday. Equitable Holdings, Inc. has a 52-week low of $35.19 and a 52-week high of $56.61. The company has a debt-to-equity ratio of 16.42, a quick ratio of 0.13 and a current ratio of 0.13. The company has a 50-day simple moving average of $39.98 and a two-hundred day simple moving average of $44.67. The company has a market capitalization of $11.69 billion, a price-to-earnings ratio of -8.65, a PEG ratio of 0.40 and a beta of 1.11.
Equitable announced that its Board of Directors has initiated a share buyback program on Wednesday, February 11th that permits the company to repurchase $1.00 billion in shares. This repurchase authorization permits the company to purchase up to 7.7% of its shares through open market purchases. Shares repurchase programs are often a sign that the company’s board believes its stock is undervalued.
Equitable Announces Dividend The company also recently disclosed a quarterly dividend, which was paid on Wednesday, March 11th. Shareholders of record on Wednesday, March 4th were given a $0.27 dividend. This represents a $1.08 dividend on an annualized basis and a yield of 2.6%. The ex-dividend date of this dividend was Wednesday, March 4th. Equitable’s dividend payout ratio is presently -22.41%.
Analyst Upgrades and Downgrades EQH has been the subject of a number of research reports. UBS Group reduced their target price on shares of Equitable from $66.00 to $58.00 and set a “buy” rating for the company in a research report on Thursday, April 9th. JPMorgan Chase & Co. reduced their target price on shares of Equitable from $60.00 to $58.00 and set an “overweight” rating for the company in a research report on Thursday, February 5th. Barclays reduced their target price on shares of Equitable from $57.00 to $49.00 and set an “overweight” rating for the company in a research report on Wednesday, April 8th. The Goldman Sachs Group set a $60.00 target price on shares of Equitable in a research report on Monday, January 5th. Finally, Mizuho reduced their target price on shares of Equitable from $65.00 to $58.00 and set an “outperform” rating for the company in a research report on Monday, April 13th. Two research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Equitable currently has an average rating of “Moderate Buy” and an average price target of $56.91.
Get Our Latest Report on EQH
Institutional Inflows and Outflows Several institutional investors and hedge funds have recently bought and sold shares of the business. Parkside Financial Bank & Trust boosted its holdings in Equitable by 9.1% in the 4th quarter. Parkside Financial Bank & Trust now owns 2,726 shares of the company’s stock worth $130,000 after buying an additional 227 shares during the period. Steward Partners Investment Advisory LLC boosted its holdings in Equitable by 9.1% in the 4th quarter. Steward Partners Investment Advisory LLC now owns 2,999 shares of the company’s stock worth $143,000 after buying an additional 249 shares during the period. Wilmington Savings Fund Society FSB boosted its holdings in Equitable by 11.7% in the 3rd quarter. Wilmington Savings Fund Society FSB now owns 2,634 shares of the company’s stock worth $134,000 after buying an additional 275 shares during the period. Farther Finance Advisors LLC boosted its holdings in Equitable by 12.4% in the 4th quarter. Farther Finance Advisors LLC now owns 2,882 shares of the company’s stock worth $137,000 after buying an additional 317 shares during the period. Finally, Clearstead Advisors LLC boosted its holdings in Equitable by 1.3% in the 4th quarter. Clearstead Advisors LLC now owns 25,926 shares of the company’s stock worth $1,235,000 after buying an additional 329 shares during the period. 92.70% of the stock is owned by institutional investors.
Key Equitable News Here are the key news stories impacting Equitable this week:
Positive Sentiment: Raymond James upgraded EQH from “market perform” to “strong-buy” with a $58 price target (implying ~39% upside from current levels), which is a clear bullish catalyst for investors. Raymond James Upgrade Positive Sentiment: Management and counterpart Corebridge have discussed potential share buybacks ahead of the pending Corebridge–Equitable transaction; buyback talk typically supports the share price by reducing float and signaling confidence in valuation. Buybacks & Merger Discussion Neutral Sentiment: Insider sales disclosed (all executed under pre-arranged Rule 10b5‑1 plans): COO Jeffrey Hurd sold 14,358 shares (~$40.58 avg), Nick Lane sold 10,000 shares (~$40.44 avg), and CEO Mark Pearson sold 1,387 shares (~$40.03 avg). Because these were planned 10b5‑1 trades the market impact is muted, but such filings can still raise short-term selling pressure. Filing links: Hurd SEC Filing Lane SEC Filing Pearson SEC Filing Negative Sentiment: Technical and fundamental headwinds: the 50‑day moving average (~$40.06) sits below the 200‑day (~$44.79) and key metrics show negative earnings (negative P/E) and high reported leverage; these factors can limit upside and contribute to continued selling pressure despite positive headlines. Equitable Company Profile (Get Free Report)
Equitable Holdings, Inc (NYSE: EQH) is a leading provider of life insurance, annuities and retirement plan services in the United States. Through its insurance subsidiary, AXA Equitable Life Insurance Company, the firm offers a broad range of permanent and term life insurance products designed to help individuals and families manage risk and build wealth. In addition, Equitable provides fixed, variable and indexed annuity solutions to support income planning in retirement, as well as a suite of group retirement and pension plan services for employers and plan sponsors.
The company also maintains an asset management arm that delivers investment strategies across equities, fixed income and alternative asset classes for both retail and institutional clients.
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Equitable Holdings, Inc. (NYSE:EQH – Get Free Report) insider Nick Lane sold 10,000 shares of the company’s stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $40.44, for a total transaction of $404,400.00. Following the sale, the insider directly owned 124,218 shares of the company’s stock, valued at $5,023,375.92. This represents a 7.45% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Nick Lane also recently made the following trade(s):
On Wednesday, April 8th, Nick Lane sold 10,000 shares of Equitable stock. The shares were sold at an average price of $40.04, for a total transaction of $400,400.00. Equitable Price Performance EQH stock opened at $41.68 on Friday. The company has a current ratio of 0.13, a quick ratio of 0.13 and a debt-to-equity ratio of 16.42. Equitable Holdings, Inc. has a one year low of $35.19 and a one year high of $56.61. The firm has a market capitalization of $11.69 billion, a PE ratio of -8.65, a P/E/G ratio of 0.40 and a beta of 1.11. The firm has a 50-day moving average of $39.98 and a two-hundred day moving average of $44.67.
Equitable announced that its board has approved a share repurchase plan on Wednesday, February 11th that permits the company to buyback $1.00 billion in shares. This buyback authorization permits the company to purchase up to 7.7% of its shares through open market purchases. Shares buyback plans are typically a sign that the company’s management believes its shares are undervalued.
Equitable Announces Dividend The company also recently disclosed a quarterly dividend, which was paid on Wednesday, March 11th. Shareholders of record on Wednesday, March 4th were paid a dividend of $0.27 per share. The ex-dividend date of this dividend was Wednesday, March 4th. This represents a $1.08 dividend on an annualized basis and a yield of 2.6%. Equitable’s dividend payout ratio is currently -22.41%.
Hedge Funds Weigh In On Equitable Hedge funds have recently added to or reduced their stakes in the company. Johnson Financial Group Inc. acquired a new position in Equitable in the third quarter worth approximately $26,000. Root Financial Partners LLC acquired a new position in Equitable during the third quarter valued at approximately $36,000. Hilltop National Bank acquired a new position in Equitable during the third quarter valued at approximately $37,000. Covestor Ltd grew its holdings in Equitable by 124.7% during the fourth quarter. Covestor Ltd now owns 728 shares of the company’s stock valued at $35,000 after purchasing an additional 404 shares during the last quarter. Finally, Caitong International Asset Management Co. Ltd acquired a new position in Equitable during the third quarter valued at approximately $38,000. Institutional investors and hedge funds own 92.70% of the company’s stock.
Key Headlines Impacting Equitable Here are the key news stories impacting Equitable this week:
Positive Sentiment: Raymond James upgraded EQH from “market perform” to “strong-buy” with a $58 price target (implying ~39% upside from current levels), which is a clear bullish catalyst for investors. Raymond James Upgrade Positive Sentiment: Management and counterpart Corebridge have discussed potential share buybacks ahead of the pending Corebridge–Equitable transaction; buyback talk typically supports the share price by reducing float and signaling confidence in valuation. Buybacks & Merger Discussion Neutral Sentiment: Insider sales disclosed (all executed under pre-arranged Rule 10b5‑1 plans): COO Jeffrey Hurd sold 14,358 shares (~$40.58 avg), Nick Lane sold 10,000 shares (~$40.44 avg), and CEO Mark Pearson sold 1,387 shares (~$40.03 avg). Because these were planned 10b5‑1 trades the market impact is muted, but such filings can still raise short-term selling pressure. Filing links: Hurd SEC Filing Lane SEC Filing Pearson SEC Filing Negative Sentiment: Technical and fundamental headwinds: the 50‑day moving average (~$40.06) sits below the 200‑day (~$44.79) and key metrics show negative earnings (negative P/E) and high reported leverage; these factors can limit upside and contribute to continued selling pressure despite positive headlines. Analysts Set New Price Targets A number of analysts have commented on the stock. Wall Street Zen raised shares of Equitable from a “sell” rating to a “hold” rating in a research note on Saturday, February 28th. JPMorgan Chase & Co. reduced their price target on shares of Equitable from $60.00 to $58.00 and set an “overweight” rating for the company in a research report on Thursday, February 5th. The Goldman Sachs Group set a $60.00 price target on shares of Equitable in a research report on Monday, January 5th. Weiss Ratings lowered shares of Equitable from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Monday, March 2nd. Finally, Morgan Stanley reduced their price target on shares of Equitable from $59.00 to $54.00 and set an “overweight” rating for the company in a research report on Tuesday, March 3rd. Two research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $56.91.
Check Out Our Latest Stock Analysis on Equitable
Equitable Company Profile (Get Free Report)
Equitable Holdings, Inc (NYSE: EQH) is a leading provider of life insurance, annuities and retirement plan services in the United States. Through its insurance subsidiary, AXA Equitable Life Insurance Company, the firm offers a broad range of permanent and term life insurance products designed to help individuals and families manage risk and build wealth. In addition, Equitable provides fixed, variable and indexed annuity solutions to support income planning in retirement, as well as a suite of group retirement and pension plan services for employers and plan sponsors.
The company also maintains an asset management arm that delivers investment strategies across equities, fixed income and alternative asset classes for both retail and institutional clients.
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Funding will support robotics education and community engagement for underserved students statewide
INDIANAPOLIS--(BUSINESS WIRE)--TechPoint Youth today announced it has received a $200,000 grant from the Global Technology Industry Association (GTIA) to support the expansion of equitable robotics and STEM programming across Indiana. The funding will help TechPoint Youth reach an additional 10,000 Indiana students, particularly girls, students of color, and youth in under-resourced rural and urban communities, while strengthening educator training and local STEM infrastructure.
Indiana is home to a growing technology economy. Through TechPoint Youth's robotics initiative, STEM Mentor and Xplore programs, the organization has proven that access to hands-on technology education changes student trajectories.
Share Founded to equip and empower the next generation of STEM leaders, TechPoint Youth works to expand equitable access to high-impact robotics and technology education statewide. The funding from GTIA will strengthen those efforts by enabling the organization to deepen its reach into communities that have historically had the least access to quality STEM programming, closing gaps in opportunity and building a more inclusive pipeline of future tech leaders in Indiana.
"This investment from GTIA is a powerful affirmation of what we already know to be true, that every young person deserves the chance to discover their potential and find passion for a future career in STEM," said Jamie Inskeep, President and CEO of TechPoint Youth. "With this funding, we can go further and reach deeper into the communities that need us most. We're grateful to GTIA and its members for recognizing that expanding access to STEM isn't just beneficial for the students themselves, it's also fundamental for developing Indiana's future workforce."
TechPoint Youth is one of 45 nonprofit organizations worldwide to have received a GTIA grant as part of the association's $1.91 million in total charitable giving in 2025. GTIA's charitable investment reinforces the association's commitment to advancing access, equity, education, workforce development, and technology-driven innovation. GTIA has recently announced it is expanding its charitable giving to $5 million in 2026.
Through a significantly expanded philanthropic portfolio, GTIA directed funding and resources to organizations such as TechPoint Youth who are creating measurable social impact across education, healthcare, workforce readiness, and community development.
"Philanthropy has long been central to GTIA's mission," said Kelly Ricker, chief operating officer of GTIA. "In 2025, our members helped us take decisive steps to scale our impact – investing in organizations that use technology to expand opportunities, promote equity and create lasting change. Every advancement we make in our giving programs is driven by the commitment and shared purpose of our member community. Their leadership ensures that innovation truly benefits communities worldwide."
Indiana is home to a growing technology economy, and TechPoint Youth sits at the center of building the workforce that will power it. Through its robotics initiative, STEM Mentor and Xplore programs, and community partnerships, TechPoint Youth has spent years proving that access to hands-on technology K-12 education changes trajectories. This GTIA grant will allow the organization to scale, bringing students into the fold, training more educators, and ensuring that the communities with the most to gain from STEM aren't left behind.
About TechPoint Youth TechPoint Youth is Indiana's leading nonprofit dedicated to inspiring and empowering the next generation of STEM leaders by expanding equitable access to high-impact robotics and technology education statewide. For more information, visit techpointyouth.org.
About the Global Technology Industry Association The Global Technology Industry Association (GTIA) is the only vendor-neutral, 501(c)(6) nonprofit membership community connecting and representing the worldwide IT channel. For more information, visit gtia.org.
Mirae Asset Global Investments Co. Ltd. decreased its stake in Equitable Holdings, Inc. (NYSE:EQH – Free Report) by 92.7% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 3,908 shares of the company’s stock after selling 49,959 shares during the period. Mirae Asset Global Investments Co. Ltd.’s holdings in Equitable were worth $186,000 at the end of the most recent reporting period.
A number of other hedge funds have also recently modified their holdings of EQH. Capital International Investors lifted its position in Equitable by 49.5% in the third quarter. Capital International Investors now owns 11,012,837 shares of the company’s stock valued at $559,232,000 after acquiring an additional 3,645,301 shares during the last quarter. Thornburg Investment Management Inc. grew its holdings in shares of Equitable by 0.3% during the third quarter. Thornburg Investment Management Inc. now owns 4,867,643 shares of the company’s stock worth $247,179,000 after purchasing an additional 12,370 shares during the last quarter. Massachusetts Financial Services Co. MA grew its holdings in shares of Equitable by 4.2% during the fourth quarter. Massachusetts Financial Services Co. MA now owns 4,822,908 shares of the company’s stock worth $229,812,000 after purchasing an additional 193,640 shares during the last quarter. Pzena Investment Management LLC increased its position in shares of Equitable by 1.3% during the third quarter. Pzena Investment Management LLC now owns 4,297,008 shares of the company’s stock worth $218,202,000 after purchasing an additional 55,798 shares in the last quarter. Finally, Boston Partners lifted its holdings in shares of Equitable by 2.0% in the 3rd quarter. Boston Partners now owns 3,637,414 shares of the company’s stock valued at $184,704,000 after purchasing an additional 72,267 shares during the last quarter. 92.70% of the stock is owned by hedge funds and other institutional investors.
Insider Activity In other news, COO Jeffrey J. Hurd sold 14,358 shares of the business’s stock in a transaction that occurred on Wednesday, April 8th. The stock was sold at an average price of $40.04, for a total value of $574,894.32. Following the transaction, the chief operating officer owned 89,403 shares of the company’s stock, valued at approximately $3,579,696.12. The trade was a 13.84% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Nick Lane sold 10,000 shares of the stock in a transaction on Wednesday, April 15th. The stock was sold at an average price of $40.44, for a total value of $404,400.00. Following the sale, the insider directly owned 124,218 shares of the company’s stock, valued at approximately $5,023,375.92. This represents a 7.45% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 128,116 shares of company stock valued at $5,205,010. Company insiders own 1.10% of the company’s stock.
Equitable Stock Performance NYSE EQH opened at $41.17 on Monday. The firm has a market cap of $11.59 billion, a P/E ratio of -8.54, a P/E/G ratio of 0.39 and a beta of 1.11. Equitable Holdings, Inc. has a 52-week low of $35.19 and a 52-week high of $56.61. The business’s 50-day moving average price is $39.64 and its 200 day moving average price is $44.31. The company has a quick ratio of 0.13, a current ratio of 0.13 and a debt-to-equity ratio of 16.42.
Equitable announced that its Board of Directors has authorized a stock buyback plan on Wednesday, February 11th that permits the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization permits the company to buy up to 7.7% of its shares through open market purchases. Shares repurchase plans are typically an indication that the company’s leadership believes its shares are undervalued.
Equitable Announces Dividend The business also recently announced a quarterly dividend, which was paid on Wednesday, March 11th. Shareholders of record on Wednesday, March 4th were paid a $0.27 dividend. This represents a $1.08 annualized dividend and a dividend yield of 2.6%. The ex-dividend date was Wednesday, March 4th. Equitable’s dividend payout ratio (DPR) is -22.41%.
Analyst Upgrades and Downgrades A number of analysts recently issued reports on EQH shares. Keefe, Bruyette & Woods decreased their target price on Equitable from $53.00 to $51.00 and set an “outperform” rating for the company in a research report on Friday, April 10th. Morgan Stanley reduced their price objective on Equitable from $59.00 to $54.00 and set an “overweight” rating for the company in a research note on Tuesday, March 3rd. Barclays decreased their price objective on Equitable from $57.00 to $49.00 and set an “overweight” rating for the company in a report on Wednesday, April 8th. Wells Fargo & Company lowered their target price on shares of Equitable from $57.00 to $56.00 and set an “overweight” rating on the stock in a research report on Friday, April 10th. Finally, The Goldman Sachs Group set a $60.00 target price on shares of Equitable in a report on Monday, January 5th. Two research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $56.91.
Check Out Our Latest Research Report on EQH
Equitable Company Profile (Free Report)
Equitable Holdings, Inc (NYSE: EQH) is a leading provider of life insurance, annuities and retirement plan services in the United States. Through its insurance subsidiary, AXA Equitable Life Insurance Company, the firm offers a broad range of permanent and term life insurance products designed to help individuals and families manage risk and build wealth. In addition, Equitable provides fixed, variable and indexed annuity solutions to support income planning in retirement, as well as a suite of group retirement and pension plan services for employers and plan sponsors.
The company also maintains an asset management arm that delivers investment strategies across equities, fixed income and alternative asset classes for both retail and institutional clients.
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The market expects Equitable Holdings, Inc. (EQH - Free Report) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended March 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.
The earnings report, which is expected to be released on May 4, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis company is expected to post quarterly earnings of $1.63 per share in its upcoming report, which represents a year-over-year change of +20.7%.
Revenues are expected to be $4.01 billion, up 5.9% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 3.5% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Equitable Holdings?For Equitable Holdings, the Most Accurate Estimate is the same as the Zacks Consensus Estimate, suggesting that there are no recent analyst views which differ from what have been considered to derive the consensus estimate. This has resulted in an Earnings ESP of 0%.
On the other hand, the stock currently carries a Zacks Rank of #4.
So, this combination makes it difficult to conclusively predict that Equitable Holdings will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Equitable Holdings would post earnings of $1.75 per share when it actually produced earnings of $1.76, delivering a surprise of +0.57%.
Over the last four quarters, the company has beaten consensus EPS estimates two times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Equitable Holdings doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Expected Results of an Industry PlayerAmerican International Group (AIG - Free Report) , another stock in the Zacks Insurance - Multi line industry, is expected to report earnings per share of $1.9 for the quarter ended March 2026. This estimate points to a year-over-year change of +62.4%. Revenues for the quarter are expected to be $6.89 billion, up 4.1% from the year-ago quarter.
The consensus EPS estimate for American International Group has been revised 0.4% lower over the last 30 days to the current level. However, a higher Most Accurate Estimate has resulted in an Earnings ESP of +0.53%.
When combined with a Zacks Rank of #3 (Hold), this Earnings ESP indicates that American International Group will most likely beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
The market expects Assurant (AIZ - Free Report) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended March 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.
The earnings report, which is expected to be released on May 5, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis insurer is expected to post quarterly earnings of $5.40 per share in its upcoming report, which represents a year-over-year change of +59.3%.
Revenues are expected to be $3.3 billion, up 6.6% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 1.42% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Assurant?For Assurant, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +3.01%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination indicates that Assurant will most likely beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Assurant would post earnings of $5.55 per share when it actually produced earnings of $5.61, delivering a surprise of +1.08%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Assurant appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Expected Results of an Industry PlayerAnother stock from the Zacks Insurance - Multi line industry, Equitable Holdings, Inc. (EQH - Free Report) , is soon expected to post earnings of $1.63 per share for the quarter ended March 2026. This estimate indicates a year-over-year change of +20.7%. Revenues for the quarter are expected to be $4.01 billion, up 5.9% from the year-ago quarter.
The consensus EPS estimate for Equitable Holdings has been revised 3.7% lower over the last 30 days to the current level. However, a lower Most Accurate Estimate has resulted in an Earnings ESP of -1.21%.
This Earnings ESP, combined with its Zacks Rank #4 (Sell), makes it difficult to conclusively predict that Equitable Holdings will beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates two times.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
NEW YORK--(BUSINESS WIRE)--Equitable Holdings, Inc. (“Equitable Holdings”, “Holdings”, or the “Company”) (NYSE: EQH) today announced financial results for the first quarter ended March 31, 2026.
“We reported solid first quarter results with Non-GAAP operating earnings per share of $1.62, or $1.68 excluding notable items, up 25% from the prior year quarter. Within our businesses, we continued to see healthy organic growth momentum, highlighted by $1.3 billion of net inflows in Retirement and $2.0 billion of advisory net inflows in Wealth Management. Looking forward, we remain confident in achieving our 2026 guidance of $1.8 billion of cash generation and over 15% growth in earnings per share,” said Mark Pearson, President and Chief Executive Officer.
Mr. Pearson concluded, “I am incredibly excited about the announced merger with Corebridge, which will create a diversified financial services company with leading positions across retirement, life insurance, asset management, and wealth management and accelerate our growth strategy. The transaction will be immediately accretive to earnings per share and cash generation, and we project at least 10% accretion on a run-rate basis by year-end 2028. By leveraging the complementary strengths of Equitable and Corebridge, the combined company will have the scale, product breadth, and distribution platform to deliver superior value to both our customers and shareholders.”
Consolidated Results
First Quarter
(in millions, except per share amounts or unless otherwise noted)
2026
2025
Total Assets Under Management/Administration (“AUM/A”, in billions)
$
1,094
$
1,006
Net income (loss) attributable to Holdings
621
63
Net income (loss) attributable to Holdings per common share
2.14
0.16
Non-GAAP operating earnings
472
421
Non-GAAP operating earnings per common share (“EPS”)
1.62
1.30
As of March 31, 2026, total AUM/A was $1.1 trillion, a year-over-year increase of 9%, driven by positive net flows and higher markets over the prior twelve months.
Net income (loss) attributable to Holdings for the first quarter of 2026 was $621 million compared to $63 million in the first quarter of 2025.
Non-GAAP operating earnings in the first quarter of 2026 were $472 million compared to $421 million in the first quarter of 2025. Adjusting for notable items3 of $19 million, first quarter 2026 Non-GAAP operating earnings were $491 million or $1.68 per share.
As of March 31, 2026, book value per common share including accumulated other comprehensive income (“AOCI”) was $(2.83). Book value per common share excluding AOCI was $19.56. Both of these measures reflect the Company’s 68% ownership stake in AllianceBernstein (“AB”) at book value. Book value per common share excluding AOCI but with AB reflected at fair market value was $34.70.
Business Highlights
First quarter 2026 business segment highlights: Retirement reported net inflows of $1.3 billion and first year premiums of $6.0 billion were up 10% over the prior year. Asset Management (AllianceBernstein or “AB”)4 reported net outflows of $7.1 billion, primarily driven by active equities. The institutional pipeline increased to a record $27.5 billion as of quarter end. Wealth Management (“WM”) reported advisory net inflows of $2.0 billion, with total assets under administration reaching $131 billion. Capital management program: The Company returned $223 million to shareholders in the first quarter, including $76 million quarterly cash dividends and $147 million of share repurchases. The Company remains committed to its 60-70% payout ratio target for 2026. The Company reported cash and liquid assets of $1.2 billion at Holdings5 as of quarter end, which remains above the $500 million minimum target. The combined NAIC RBC ratio was approximately 475% at year end, above the Company’s target of 400%. Delivering shareholder value: The Company has completed the deployment of its $20 billion capital committed to AB. This supports growth in AB’s Private Markets business, which had $85 billion of assets under management as of quarter end. During the first quarter, the Company closed on the acquisition of Stifel Independent Advisors, adding over $9 billion of client assets. On March 26th, the Company announced an agreement to combine with Corebridge Financial in an all-stock merger, creating an industry-leading Retirement, Wealth and Asset Management company. The merger is expected to close by year-end 2026, subject to a shareholder vote and regulatory approvals. The transaction is expected to be immediately accretive to earnings per share and cash generation with 10%+ accretion on a run rate basis by year-end 2028. Business Segment Results
Retirement
(in millions, unless otherwise noted)
Q1 2026
Q1 2025
Total Assets (in billions)6
$
175.7
$
154.6
Segment net flows (in billions)
1.3
1.6
Operating earnings (loss)
396
380
Assets increased by 14%, driven by market performance and net inflows over the prior twelve months. First year premiums of $6.0 billion increased by 10% while net inflows of $1.3 billion were lower than the prior year quarter. Operating earnings of $396 million increased versus the prior year quarter, primarily due to higher fee-based revenue and a lower tax rate. Operating earnings adjusted for notable items7 increased from $385 million in the prior year quarter to $394 million. Notable items of $(2) million in the current period reflect lower net investment income from alternatives, offset by a favorable tax credit. Asset Management
(in millions, unless otherwise noted)
Q1 2026
Q1 2025
Total AUM (in billions)
$
838.6
$
784.5
Segment net flows (in billions)
(7.1
)
2.4
Operating earnings (loss)
140
126
AUM increased by 7% due to market performance over the prior twelve months. Net outflows were $7.1 billion in the quarter, including net outflows of $5.8 billion in Retail and $1.9 billion in Institutional, partially offset by net inflows of $0.6 billion in Private Wealth. Operating earnings increased from $126 million in the prior year quarter to $140 million, due to growth in base fees and a higher ownership percentage of AB. Wealth Management
(in millions, unless otherwise noted)
Q1 2026
Q1 2025
Total AUA (in billions)
$
131.0
$
102.1
Advisory net new assets (in billions)
2.0
2.0
Operating earnings (loss)
55
45
AUA increased by 28% over the last twelve months due to market performance, net inflows and acquired assets from the Stifel transaction. Advisory net inflows were $2.0 billion in the quarter, supported by an 11% year-over-year increase in advisor productivity. Operating earnings increased from $45 million in the prior year quarter to $55 million, primarily due to growth in client assets and advisory fees. Corporate and Other (“C&O”)
The operating loss of $119 million in the first quarter decreased from an operating loss of $130 million in the prior year quarter. After adjusting for notable items8, the operating loss was $98 million versus a loss of $122 million in the prior year quarter.
____________________________
1 This press release includes certain Non-GAAP financial measures. More information on these measures and reconciliations to the most comparable U.S. GAAP measures can be found in the “Use of Non-GAAP Financial Measures” section of this release.
2 Please refer to Exhibit 1 for a detailed reconciliation and definitions related to notable items.
3
Please refer to Exhibit 1 for detailed reconciliation and definitions related to notable items.
4
Refers to AllianceBernstein L.P. and AllianceBernstein Holding L.P., collectively.
5
Excludes c. $195 million of cash at Holdings which is available to AllianceBernstein through its credit facility with Equitable Holdings.
6
Retirement assets includes account value (net of embedded derivatives), spread lending balances and reserves (excluding MRBs)
7
Please refer to Exhibit 1 for a detailed reconciliation and definitions related to notable items.
8
Please refer to Exhibit 1 for a detailed reconciliation and definitions related to notable items.
Exhibit 1: Notable Items
Notable items represent the impact on results from our annual actuarial assumption review, approximate impacts attributable to significant variances from the Company’s expectations, and other items that the Company believes may not be indicative of future performance. The Company chooses to highlight the impact of these items and give Non-GAAP measures less notable items to provide a better understanding of our results of operations in a given period. Certain figures may not sum due to rounding.
Impact of notable items by segment and Corporate & Other:
Three Months Ended March 31,
(in millions)
2026
2025
Non-GAAP Operating Earnings
$
472
$
421
Post-tax adjustments related to notable items:
Retirement
(2
)
5
Asset Management
—
—
Wealth Management
—
—
Corporate & Other
21
8
Non-GAAP Operating Earnings, less Notable Items
$
491
$
434
Impact of notable items by item category:
Three Months Ended March 31,
(in millions)
2026
2025
Non-GAAP Operating Earnings
$
472
$
421
Post-tax adjustments related to notable Items:
Net investment income
32
13
Tax credit
(13
)
—
Non-GAAP Operating Earnings, less Notable Items
$
491
$
434
Earnings Conference Call
Equitable Holdings will host a conference call at 9 a.m. ET on May 5, 2026 to discuss its first quarter 2026 results. The conference call webcast, along with additional earnings materials, will be accessible on the company’s investor relations website at ir.equitableholdings.com. Please log on to the webcast at least 15 minutes prior to the call to download and install any necessary software.
To register for the conference call, please use the following link:
EQH First Quarter 2026 Earnings Call
After registering, you will receive an email confirmation including dial in details and a unique conference call code for entry. Registration is open through the live call. To ensure you are connected for the full call we suggest registering a day in advance or at minimum 10 minutes before the start of the call.
A webcast replay will be made available on the Equitable Holdings Investor Relations website at ir.equitableholdings.com.
About Equitable Holdings
Equitable Holdings, Inc. (NYSE: EQH) is a leading financial services holding company comprised of complementary and well-established businesses, Equitable, AllianceBernstein and Equitable Advisors. Equitable Holdings has $1.1 trillion in assets under management and administration (as of 3/31/2026) and more than 5 million client relationships globally. Founded in 1859, Equitable provides retirement and protection strategies to individuals, families and small businesses. AllianceBernstein is a global investment management firm that offers diversified investment services to institutional investors, individuals and private wealth clients. Equitable Advisors, LLC (Equitable Financial Advisors in MI and TN) has approximately 4,600 duly registered and licensed financial professionals that provide financial planning, wealth management, retirement planning, protection and risk management services to clients across the country.
Note Regarding Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as “expects,” “believes,” “anticipates,” “forecasts,” “intends,” “seeks,” “aims,” “plans,” “assumes,” “estimates,” “projects,” “should,” “would,” “could,” “may,” “will,” “shall” or variations of such words are generally part of forward-looking statements. Forward-looking statements are made based on management’s current expectations and beliefs concerning future developments and their potential effects upon Equitable Holdings, Inc. (“Holdings”) and its consolidated subsidiaries. These forward-looking statements include, but are not limited to, statements regarding projections, estimates, forecasts and other financial and performance metrics and projections of market expectations. “We,” “us” and “our” refer to Holdings and its consolidated subsidiaries, unless the context refers only to Holdings as a corporate entity. There can be no assurance that future developments affecting Holdings will be those anticipated by management. Forward-looking statements include, without limitation, all matters that are not historical facts.
These forward-looking statements are not a guarantee of future performance and involve risks and uncertainties, and there are certain important factors that could cause actual results to differ, possibly materially, from expectations or estimates reflected in such forward-looking statements, including, among others: (i) the ability to complete the Proposed Transaction on the timeframe or in the terms currently anticipated or at all, including due to a failure to obtain requisite stockholder, stock exchange, regulatory, governmental or other approvals; (ii) risks related to difficulties, inabilities or delays in integrating the parties’ businesses; (iii) the ability to realize the anticipated benefits of the Proposed Transaction, including estimated run-rate expense synergies and projected cost savings at the time, and to the extent anticipated, as well as expected, operating earnings and cash flow generation; (iv) the occurrence of any event, change or other circumstance that could give rise to the right of either or both parties to terminate the merger agreement; (v) the potential impact of the announcement or consummation of the Proposed Transaction on Equitable or Corebridge’s stock price and on their respective business, contractual and operational relationships (including with regulatory bodies, employees, suppliers, clients and competitors); (vi) risk related to business disruptions from the Proposed Transaction that may harm the business or current plans and operations of either or both parties, including diversion of management time from ongoing business operations; (vii) the risk that the Proposed Transaction and the announcement thereof could have an adverse effect on the operations; (viii) the risk that the Proposed Transaction and the announcement thereof could have an adverse effect on the ability of either or both parties to hire and retain key personnel; (ix) the parties’ ability to raise debt on favorable terms or at all; (x) the outcome of any legal proceedings that may be instituted against Equitable, Corebridge, their new parent company or their respective directors; (xi) restrictions on the conduct of Equitable and Corebridge’s respective businesses prior to the closing of the Proposed Transaction and on each of their ability to pursue alternatives to the Proposed Transaction; (xii) the possibility that the Proposed Transaction may be more expensive to complete than anticipated, including as a result of unexpected factors or events, or unforeseen or unknown liabilities; (xiii) the potential impact of a downgrade in Equitable or Corebridge’s Insurer Financial Strength ratings or credit ratings or of the new parent company of Equitable and Corebridge following completion of the Proposed Transaction; (xiv) conditions in the financial markets and economy, including the impact of geopolitical conflicts, changes in tariffs and trade barriers, the impact on the Company of a continued shutdown of the U.S. government, and related economic conditions, equity market declines and volatility, interest rate fluctuations, impacts on our goodwill and changes in liquidity and access to and cost of capital; (xv) operational factors, including reliance on the payment of dividends to Holdings by its subsidiaries, protection of confidential customer information or proprietary business information, operational failures by us or our service providers, potential strategic transactions, changes in accounting standards, and catastrophic events, such as the outbreak of pandemic diseases; (xvi) credit, counterparties and investments, including counterparty default on derivative contracts, failure of financial institutions, defaults by third parties and affiliates and economic downturns, defaults and other events adversely affecting our investments; (xvii) our reinsurance and hedging programs; (xviii) our products, structure and product distribution, including variable annuity guaranteed benefits features within certain of our products, variations in statutory capital requirements, financial strength and claims-paying ratings, state insurance laws limiting the ability of our insurance subsidiaries to pay dividends and key product distribution relationships; (xix) estimates, assumptions and valuations, including risk management policies and procedures, potential inadequacy of reserves and experience differing from pricing expectations, amortization of deferred acquisition costs and financial models; (xx) our Asset Management segment, including fluctuations in assets under management and the industry-wide shift from actively-managed investment services to passive services; (xxi) recruitment and retention of key employees and experienced and productive financial professionals; (xxii) subjectivity of the determination of the amount of allowances and impairments taken on our investments; (xxiii) legal and regulatory risks, including federal and state legislation affecting financial institutions, insurance regulation and tax reform; (xxiv) risks related to our common stock and (xxv) general risks, including strong industry competition, information systems failing or being compromised and protecting our intellectual property.
Forward-looking statements, including any financial guidance, should be read in conjunction with the other cautionary statements, risks, uncertainties and other factors identified in Holdings’ filings with the Securities and Exchange Commission. Further, any forward-looking statement speaks only as of the date on which it is made, and we undertake no obligation to update or revise any forward-looking statement to reflect events or circumstances after the date on which the statement is made or to reflect the occurrence of unanticipated events, except as otherwise may be required by law.
Forward-looking Non-GAAP Metrics
The Company has presented forward-looking statements regarding Non-GAAP operating earnings, and Non-GAAP operating earnings per share. These non-GAAP financial measures are derived by excluding certain amounts, expenses or income, from the corresponding financial measures determined in accordance with GAAP. The determination of the amounts that are excluded from these non-GAAP financial measures is a matter of management judgment and depends upon, among other factors, the nature of the underlying expense or income amounts recognized in a given period. We are unable to present a quantitative reconciliation of forward-looking adjusted operating earnings per share and payout ratio targeted to non-GAAP operating earnings to their most directly comparable forward-looking GAAP financial measures because such information is not available, and management cannot reliably predict all of the necessary components of such GAAP measures without unreasonable effort or expense. In addition, we believe such reconciliations would imply a degree of precision that would be confusing or misleading to investors. The unavailable information could have a significant impact on the Company’s future financial results. These non-GAAP financial measures are preliminary estimates and are subject to risks and uncertainties, including, among others changes in connection with quarter-end and year-end adjustments. Any variations between the Company’s actual results and preliminary financial data set forth above may be material.
Use of Non-GAAP Financial Measures
In addition to our results presented in accordance with U.S. GAAP, we report Non-GAAP Operating Earnings, and Non-GAAP operating common EPS, each of which is a measure that is not determined in accordance with U.S. GAAP. Management principally uses these Non-GAAP financial measures in evaluating performance because they present a clearer picture of our operating performance and they allow management to allocate resources. Similarly, management believes that the use of these Non-GAAP financial measures, together with relevant U.S. GAAP measures, provide investors with a better understanding of our results of operations and the underlying profitability drivers and trends of our business. These Non-GAAP financial measures are intended to remove from our results of operations the impact of market changes (where there is a mismatch in the valuation of assets and liabilities) as well as certain other expenses which are not part of our underlying profitability drivers or likely to re-occur in the foreseeable future, as such items fluctuate from period-to-period in a manner inconsistent with these drivers. These measures should be considered supplementary to our results that are presented in accordance with U.S. GAAP and should not be viewed as a substitute for the U.S. GAAP measures. Other companies may use similarly titled Non-GAAP financial measures that are calculated differently from the way we calculate such measures. Consequently, our Non-GAAP financial measures may not be comparable to similar measures used by other companies.
We also discuss certain operating measures, including AUM, AUA, AV, policy reserves and certain other operating measures, which management believes provide useful information about our businesses and the operational factors underlying our financial performance.
Non-GAAP Operating Earnings
Non-GAAP Operating Earnings is an after-tax Non-GAAP financial measure used to evaluate our financial performance on a consolidated basis that is determined by making certain adjustments to our consolidated after-tax net income attributable to Holdings. The most significant of such adjustments relates to our derivative positions, which protect economic value and statutory capital, and the variable annuity product MRBs. This is a large source of volatility in net income.
Non-GAAP Operating Earnings equals our consolidated after-tax net income attributable to Holdings adjusted to eliminate the impact of the following items:
Items related to variable annuity product features, which include: (i) changes in the fair value of MRB and purchased MRB, including the related attributed fees and claims, offset by derivatives and other securities used to hedge the MRB which result in residual net income volatility as the change in fair value of certain securities is reflected in OCI and due to our statutory capital hedge program; and (ii) market adjustments to deposit asset or liability accounts arising from reinsurance agreements which do not expose the reinsurer to a reasonable possibility of a significant loss from insurance risk; Investment (gains) losses, which includes credit loss impairments of securities/investments, sales or disposals of securities/investments, realized capital gains/losses and valuation allowances; Net actuarial (gains) losses, which includes actuarial gains and losses as a result of differences between actual and expected experience on pension plan assets or projected benefit obligation during a given period related to pension, other postretirement benefit obligations, and the one-time impact of the settlement of the defined benefit obligation; Other adjustments, which primarily include restructuring costs related to severance and separation, lease write-offs related to non-recurring restructuring activities, net derivative gains (losses) on certain Non-GMxB derivatives, net investment income from certain items including consolidated VIE investments, seed capital mark-to-market adjustments, unrealized gain/losses and realized capital gains/losses from sales or disposals of select securities, certain legal accruals; a bespoke deal to repurchase UL policies from one entity that had invested in numerous policies purchased in the life settlement market, which disposed of the risk of additional COI litigation by that entity related to those UL policies, impact of the annual actuarial assumption updates attributable to LFPB when the majority of the impact relates to the non-core business; and Income tax expense (benefit) related to the above items and non-recurring tax items, which includes the effect of uncertain tax positions for a given audit period and changes to the deferred tax valuation allowance. In the third quarter of 2025, the Company updated its net investment income (“NII”) segment reporting to better align with our GAAP segments, as well as the reporting of our spread lending programs' income and expenses. Previously, direct and allocated segment NII were recorded based on assets tied to statutory asset tagging and net statutory liabilities for allocation. To better align with our GAAP segments, the Company changed the recording methodology for direct NII. It is now based on the book yields of assets tied to specific segments, considering general account values plus reserves, net of embedded derivatives. Indirect NII, which was previously allocated based on net statutory liabilities, is now allocated based on general account values and reserves, net of embedded derivatives. Additionally, revenues and expenses from our spread lending programs are now primarily recorded within the Retirement segment. Previously, spread lending revenues and expenses were recorded in Corporate and Other, with the excess of revenues over expenses allocated to the insurance segments based on net statutory liabilities. Prior periods have been revised to reflect these changes.
Because Non-GAAP Operating Earnings excludes the foregoing items that can be distortive or unpredictable, management believes that this measure enhances the understanding of the Company’s underlying drivers of profitability and trends in our business, thereby allowing management to make decisions that will positively impact our business.
We use the prevailing corporate federal income tax rate of 21% while taking into account any non-recurring differences for events recognized differently in our financial statements and federal income tax returns as well as partnership income taxed at lower rates when reconciling Net income (loss) attributable to Holdings to Non-GAAP Operating Earnings.
The table below presents a reconciliation of Net income (loss) attributable to Holdings to Non-GAAP Operating Earnings for the three months ended March 31, 2026 and 2025:
Three Months Ended March 31,
(in millions)
2026
2025
Net income (loss) attributable to Holdings
$
621
$
63
Adjustments related to:
Variable annuity product features (1)
(386
)
211
Investment (gains) losses
29
14
Net actuarial (gains) losses related to pension and other postretirement benefit obligations
14
11
Other adjustments (2)
148
205
Income tax expense (benefit) related to above adjustments
41
(92
)
Non-recurring tax items
5
9
Non-GAAP Operating Earnings
$
472
$
421
Non-GAAP Operating EPS
Non-GAAP Operating Earnings per common share is calculated by dividing Non-GAAP Operating Earnings less preferred stock dividends by diluted common shares outstanding. The table below presents a reconciliation of GAAP EPS to Non-GAAP Operating EPS for the three months ended March 31, 2026 and 2025.
Three Months Ended March 31,
(per share amounts)
2026
2025
Net income (loss) attributable to Holdings
$
2.19
$
0.20
Less: Preferred stock dividend
0.05
0.04
Net Income (loss) available to common shareholders
2.14
0.16
Adjustments related to:
Variable annuity product features (1)
(1.36
)
0.68
Investment (gains) losses
0.10
0.04
Net actuarial (gains) losses related to pension and other postretirement benefit obligations
0.05
0.04
Other adjustments (2)
0.53
0.64
Income tax expense (benefit) related to above adjustments
0.14
(0.29
)
Non-recurring tax items
0.02
0.03
Non-GAAP Operating Earnings
$
1.62
$
1.30
Book Value per common share, excluding AOCI
We use the term “book value” to refer to total equity attributable to Holdings’ common shareholders. Book Value per common share, excluding AOCI, is our total equity attributable to Holdings, excluding AOCI and preferred stock, divided by ending common shares outstanding.
March 31,
2026
December 31,
2025
Book value per common share
$
(2.83
)
$
(4.03
)
Per share impact of AOCI
22.39
22.17
Book Value per common share, excluding AOCI
$
19.56
$
18.14
Other Operating Measures
We also use certain operating measures which management believes provide useful information about our businesses and the operational factors underlying our financial performance.
Account Value (“AV”)
Account value generally equals the aggregate policy account value of our retirement products.
Assets Under Management (“AUM”)
AUM means investment assets that are managed by one of our subsidiaries and includes: (i) assets managed by AB, (ii) the assets in our general account investment portfolio and (iii) the separate account assets of our Retirement and Life businesses. Total AUM reflects exclusions between segments to avoid double counting.
Assets Under Management (“AUA”)
AUA means advisory and brokerage investment assets included in the Company’s Wealth Management segment.
Segment net flows
Net change in segment customer account balances in a period including, but not limited to, gross premiums, surrenders, withdrawals and benefits. It excludes investment performance, interest credited to customer accounts and policy charges.
Consolidated Statements of Income (Loss) (Unaudited)
Three Months Ended March 31,
2026
2025
(in millions)
REVENUES
Policy charges and fee income
$
429
$
636
Premiums
240
304
Net derivative gains (losses)
580
799
Net investment income (loss)
1,284
1,248
Investment gains (losses), net:
Credit and intent to sell losses on available-for-sale debt securities and loans
7
—
Other investment gains (losses), net
(36
)
(14
)
Total investment gains (losses), net
(29
)
(14
)
Investment management and service fees
1,327
1,285
Other income
399
318
Total revenues
4,230
4,576
BENEFITS AND OTHER DEDUCTIONS
Policyholders’ benefits
385
759
Remeasurement of liability for future policy benefits
9
(2
)
Change in market risk benefits and purchased market risk benefits
325
672
Interest credited to policyholders’ account balances
770
678
Compensation and benefits
625
601
Commissions and distribution-related payments
556
501
Interest expense
62
55
Amortization of deferred policy acquisition costs
209
188
Other operating costs and expenses
402
950
Total benefits and other deductions
3,343
4,402
Income (loss) from continuing operations, before income taxes
887
174
Income tax (expense) benefit
(156
)
(24
)
Net income (loss)
731
150
Less: Net income (loss) attributable to the noncontrolling interest
110
87
Net income (loss) attributable to Holdings
621
63
Less: Preferred stock dividends
14
14
Net income (loss) available to Holdings’ common shareholders
$
607
$
49
Earnings Per Common Share
Three Months Ended March 31,
2026
2025
(in millions)
Earnings per common share
Basic
$
2.16
$
0.16
Diluted
$
2.14
$
0.16
Weighted average shares
Weighted average common stock outstanding for basic earnings per common share
281.3
307.8
Weighted average common stock outstanding for diluted earnings per common share
283.8
311.9
Results of Operations by Segment
Three Months Ended March 31,
2026
2025
(in millions)
Operating earnings (loss) by segment:
Retirement
$
396
$
380
Asset Management
140
126
Wealth Management
55
45
Corporate and Other
(119
)
(130
)
Non-GAAP Operating Earnings
$
472
$
421
Select Balance Sheet Statistics
March 31,
2026
December 31,
2025
(in millions)
ASSETS
Total investments and cash and cash equivalents
$
131,583
$
133,466
Separate Accounts assets
130,470
136,544
Total assets
$
310,382
$
317,990
LIABILITIES
Long-term debt
$
3,837
$
3,835
Future policy benefits and other policyholders' liabilities
17,441
17,660
Policyholders’ account balances
132,662
133,433
Total liabilities
$
308,132
$
316,202
EQUITY
Preferred stock
$
1,068
$
1,068
Accumulated other comprehensive income (loss)
(6,300
)
(6,280
)
Total equity attributable to Holdings
273
(74
)
Total equity attributable to Holdings' common shareholders (ex. AOCI)
5,505
5,138
Assets Under Management (Unaudited)
March 31,
2026
December 31,
2025
(in billions)
Assets Under Management
AB AUM
$
838.6
$
866.9
Exclusion for General Account and other Affiliated Accounts
(88.8
)
(87.3
)
Exclusion for Separate Accounts
(48.8
)
(51.0
)
AB third party
$
701.0
$
728.6
Total Company AUM
AB third party
$
701.0
$
728.6
General Account and other Affiliated Accounts (1) (3) (4) (5)
131.6
133.5
Separate Accounts (2) (3) (4) (5)
130.5
136.5
Total AUM
$
963.1
$
998.6
_______________ (1)
“General Account and other Affiliated Accounts” refers to assets held in the general accounts of our insurance companies and other assets on which we bear the investment risk.
(2)
“Separate Accounts” refers to the separate account investment assets of our insurance subsidiaries excluding any assets on which we bear the investment risk.
(3)
As of March 31, 2026 and December 31, 2025, Separate Accounts AUM is inclusive of $7.6 billion and $8.2 billion & General Account AUM is inclusive of $27 million and $28 million, respectively, ceded to Venerable.
(4)
As of March 31, 2026 and December 31, 2025, Separate Accounts AUM is inclusive of $6.8 billion and $7.2 billion & General Account AUM is inclusive of $2.9 billion and $3.0 billion, respectively, ceded to Global Atlantic.
(5)
Includes Advisory, Brokerage and Direct assets included in our Wealth Management segment.
As of March 31, 2026 and December 31, 2025, Separate Accounts AUM is inclusive of $14.5 billion and $15.1 billion & General Account AUM is inclusive of $9.3 billion and $9.3 billion, respectively, ceded to RGA. More News From Equitable Holdings, Inc.
Equitable Holdings, Inc. (EQH - Free Report) came out with quarterly earnings of $1.62 per share, beating the Zacks Consensus Estimate of $1.6 per share. This compares to earnings of $1.35 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +1.27%. A quarter ago, it was expected that this company would post earnings of $1.75 per share when it actually produced earnings of $1.76, delivering a surprise of +0.57%.
Over the last four quarters, the company has surpassed consensus EPS estimates two times.
Equitable Holdings, which belongs to the Zacks Insurance - Multi line industry, posted revenues of $3.61 billion for the quarter ended March 2026, missing the Zacks Consensus Estimate by 7.31%. This compares to year-ago revenues of $3.78 billion. The company has not been able to beat consensus revenue estimates over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Equitable Holdings shares have lost about 11.5% since the beginning of the year versus the S&P 500's gain of 5.6%.
What's Next for Equitable Holdings?While Equitable Holdings has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Equitable Holdings was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.77 on $3.95 billion in revenues for the coming quarter and $7.22 on $15.98 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Insurance - Multi line is currently in the top 35% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Kemper (KMPR - Free Report) , another stock in the same industry, has yet to report results for the quarter ended March 2026. The results are expected to be released on May 6.
This insurance holding company is expected to post quarterly earnings of $0.81 per share in its upcoming report, which represents a year-over-year change of -50.9%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Kemper's revenues are expected to be $1.21 billion, up 1.9% from the year-ago quarter.
Equitable Holdings, Inc. (EQH - Free Report) reported $3.61 billion in revenue for the quarter ended March 2026, representing a year-over-year decline of 4.5%. EPS of $1.62 for the same period compares to $1.35 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $3.9 billion, representing a surprise of -7.31%. The company delivered an EPS surprise of +1.27%, with the consensus EPS estimate being $1.60.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Equitable Holdings performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Retirement - Net flows: $1.29 billion compared to the $1.57 billion average estimate based on two analysts.Retirement - Total asset value end of period: $175.68 billion compared to the $176.53 billion average estimate based on two analysts.Wealth Management - Advisory net new assets: $2.02 billion versus $2.27 billion estimated by two analysts on average.Wealth Management - Total Wealth Management ending assets: $131.04 billion versus the two-analyst average estimate of $122.29 billion.Revenue- Policy charges, fee income and premiums: $669 million compared to the $674.25 million average estimate based on three analysts.Revenue- Investment management, service fees and other income: $1.68 billion compared to the $1.78 billion average estimate based on two analysts.Segment revenues- Corporate and Other: $525 million versus the two-analyst average estimate of $590.49 million. The reported number represents a year-over-year change of +157.4%.Revenue- Retirement- Policy charges, fee income and premiums: $307 million versus $324.87 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +37.1% change.Revenue- Retirement- Net investment income (loss): $1.19 billion versus the two-analyst average estimate of $1.19 billion. The reported number represents a year-over-year change of +72.2%.Revenue- Retirement- Net derivative gains (losses): $-6 million versus the two-analyst average estimate of $-3.5 million. The reported number represents a year-over-year change of +20%.Revenue- Retirement- Investment management, service fees and other income: $185 million versus the two-analyst average estimate of $186.25 million. The reported number represents a year-over-year change of +117.7%.Revenue- Wealth Management- Net investment income (loss): $3 million compared to the $3.5 million average estimate based on two analysts. The reported number represents a change of 0% year over year.View all Key Company Metrics for Equitable Holdings here>>>
Shares of Equitable Holdings have returned +11.6% over the past month versus the Zacks S&P 500 composite's +10% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
On May 11, 2026, Equitable Holdings Inc (EQH) shares fell 3.8% today, currently priced at $40.99. The stock has traded within a 52-week range of $35.20 to $56.6
HOUSTON & NEW YORK--(BUSINESS WIRE)--Corebridge Financial (NYSE: CRBG) (“Corebridge”) and Equitable Holdings, Inc. (NYSE: EQH) (“Equitable Holdings”) today announced the leadership team for the future combined company, effective upon completion of the previously announced merger.
“Together, the complementary offerings and capabilities of Corebridge and Equitable will enhance customer outcomes and drive long-term shareholder value. This will require a leadership team that is uniquely positioned to deliver on behalf of our stakeholders and lead the new company forward,” said Marc Costantini, President and Chief Executive Officer of Corebridge, who will serve as Chief Executive Officer of the combined company. “The exceptional talent and leadership we intend to bring together will enable us to move with speed, clarity and confidence once the transaction is complete.”
“When two organizations come together, our focus must go beyond combining capabilities to include the culture that will give those capabilities meaning and purpose,” said Mark Pearson, President and Chief Executive Officer of Equitable Holdings, who will serve as Executive Chair of the combined company. “Our leadership team understands this responsibility and is committed to creating a new culture that draws on the strengths of both organizations and keeps clients at the heart of every decision.”
Today, the company announced the following leaders will report to Chief Executive Officer Marc Costantini upon close:
As previously announced, Robin M. Raju will serve as Chief Financial Officer of the combined company, with responsibility for financial reporting, asset-liability management, strategic financial planning, M&A and investor relations, in addition to key capital management initiatives that drive growth and shareholder value. He will also oversee investment management for the combined company’s separate account funds. Mr. Raju is currently Chief Financial Officer for Equitable Holdings and has been with the company for more than two decades. Jeffrey J. Hurd will serve as Chief Operating Officer and Chief Human Resources Officer, overseeing client and advisor support and service operations, human resources, marketing, communications and corporate services for the combined company. He will also lead the joint Integration Office, ensuring a structured and consistent approach for integrating the two organizations post-close. Mr. Hurd currently serves as Chief Operating Officer for Equitable Holdings, a role he has held for nearly a decade, following a 20-year career with AIG. Polly Klane will serve as General Counsel and Chief Legal Officer, overseeing all legal, compliance, board governance, regulatory and governmental affairs for the combined company. Ms. Klane is currently General Counsel and Chief Legal Officer for Corebridge and previously served as General Counsel and Chief Legal Officer for Citizens Financial Group. Seth Bernstein will continue to serve as Chief Executive Officer of AllianceBernstein, the combined company’s global asset management business serving institutional, high-net-worth and retail investors. Onur Erzan, who was recently appointed President of AllianceBernstein and leads the firm’s Private Wealth Management, Global Asset Management Distribution and Global Private Alternatives businesses, will also join the combined company’s leadership team. John Byrne will lead Individual Distribution, overseeing the combined company’s wholesale distribution network for its annuity and life insurance products. This will include more than 900 relationships with banks, broker-dealers and independent marketing organizations. Mr. Byrne is currently President of Financial Distributors for Corebridge and has been with the company for more than two decades. David Karr will lead the combined company’s Wealth Management business, which will include Equitable Advisors and Corebridge financial professionals. Mr. Karr has been with the company for three decades and currently serves as Chair of Equitable Advisors, overseeing the growth strategy for Equitable Holdings’ fastest-growing business. Lisa Longino will serve as Chief Investment Officer, responsible for leading the investment strategy for the combined company’s c.$366 billion General Account. Ms. Longino currently serves as Chief Investment Officer for Corebridge, a role she has held since 2023. Prior to this, she was Head of Global Investment Strategy for Prudential Financial, after spending two decades at MetLife. Jonathan Novak will lead Institutional Markets for the combined company, which will serve public and corporate pension plans, endowments and foundations, insurers and other large financial institutions. Mr. Novak currently leads Institutional Markets, enterprise in-force management and reinsurance for Corebridge. He has been with the company for nearly 15 years. Bryan Pinsky will lead the Individual Retirement and Life Insurance businesses, which will include the combined company’s leading annuity and life insurance portfolios. Mr. Pinsky currently serves as Corebridge’s President of Individual Retirement and Life Insurance. He has been with the company for more than a decade, previously serving as President of Individual Retirement. Steve Scanlon will lead Group Retirement, overseeing the combined company’s workplace retirement offerings, which will include leading positions in the 403(b) and 457 markets, and its Employee Benefits business. Mr. Scanlon currently leads Equitable’s Individual Retirement business, previously led its Group Retirement business and has been with the company for more than 15 years, including a decade at AllianceBernstein. David Ditillo will serve as Chief Information Technology Officer, leading the combined company’s aspiration to enhance the customer experience through technology and digital solutions. Mr. Ditillo currently serves as Chief Information Officer for Corebridge, a role he has held since 2020, and also oversees resiliency and physical security for the company. Prior to this, he spent two decades at MetLife. Julia Zhang will serve as Chief Risk Officer, responsible for the combined company’s Enterprise Risk Management function to protect the new company’s balance sheet, while supporting growth. She will also have administrative oversight of the Audit function. Ms. Zhang is currently Chief Risk Officer for Equitable Holdings and has been with the company for nearly two decades, previously serving as Head of Treasury and Derivatives. On March 26, 2026, Corebridge Financial and Equitable Holdings announced the intention to combine in an all-stock merger to create a leading retirement, life, wealth and asset management company with more than 12 million customers and $1.5 trillion in assets under management and administration. The transaction is expected to close by year-end 2026, subject to shareholder and regulatory approvals and the satisfaction of other customary closing conditions.
About Corebridge Financial
Corebridge Financial, Inc. (NYSE: CRBG) makes it possible for more people to take action in their financial lives. With more than $380 billion in assets under management and administration as of March 31, 2026, Corebridge Financial is one of the largest providers of retirement solutions and insurance products in the United States. We proudly partner with financial professionals and institutions to help individuals plan, save for and achieve secure financial futures. For more information, visit corebridgefinancial.com and follow us on LinkedIn, YouTube and Instagram. These references with additional information about Corebridge have been provided as a convenience, and the information contained on such websites is not incorporated by reference into this press release.
About Equitable Holdings
Equitable Holdings, Inc. (NYSE: EQH) is a leading financial services holding company comprised of complementary and well-established businesses, Equitable, AllianceBernstein and Equitable Advisors. Equitable Holdings has $1.1 trillion in assets under management and administration (as of 3/31/2026) and more than 5 million client relationships globally. Founded in 1859, Equitable provides retirement and protection strategies to individuals, families and small businesses. AllianceBernstein is a global investment management firm that offers diversified investment services to institutional investors, individuals and private wealth clients. Equitable Advisors, LLC (Equitable Financial Advisors in MI and TN) has approximately 4,600 duly registered and licensed financial professionals that provide financial planning, wealth management, retirement planning, protection and risk management services to clients across the country.
Cautionary Statement Regarding Forward-Looking Information
This press release includes statements, which, to the extent they are not statements of historical or present fact, constitute “forward-looking statements” within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. Forward-looking statements, and any related oral statements, can be identified by the use of terms such as “believes,” “expects,” “may,” “will,” “shall,” “should,” “would,” “could,” “seeks,” “aims,” “projects,” “forecasts,” “intends,” “targets,” “plans,” “estimates,” “anticipates,” “goals,” “guidance,” “formidable,” “preliminary,” “objective,” “continue,” “drive,” “improve,” “superior,” “robust,” “positioned,” “resilient,” “vision,” “potential,” “immediate,” and similar expressions or the negative of those expressions or verbs. We caution you that forward-looking statements are not guarantees of future performance or outcomes. Forward-looking statements are not historical facts but instead represent only our beliefs regarding future events, which may by their nature be inherently uncertain, and some of which may be outside our control. These statements include, but are not limited to, statements about the potential repurchases of shares of common stock, the expected timing and completion of the proposed transaction between Corebridge Financial, Inc. (“Corebridge”) and Equitable Holdings, Inc. (“Equitable Holdings”) (the “Proposed Transaction”), the anticipated benefits of the Proposed Transaction, including estimated synergies and projected cost savings, and plans and expectations for Corebridge, Equitable Holdings or their new parent company after completion of the Proposed Transaction.
Such forward-looking statements are subject to known and unknown risks, uncertainties, assumptions and other factors that may cause the actual results, level of activity, performance or achievements to be materially different from those expressed or implied by such forward-looking statements. Key factors include, among others, the ability to repurchase shares (if Corebridge and / or Equitable Holdings decide to do so) within the expected timing or at all; the ability to complete the Proposed Transaction on the timeframe or on the terms currently anticipated or at all, including due to a failure to obtain requisite stockholder, stock exchange, regulatory, governmental or other approvals; risks related to difficulties, inabilities or delays in integrating the parties’ businesses; the ability to realize the anticipated benefits of the Proposed Transaction, including estimated run-rate expense synergies and projected cost savings at the times, and to the extent, anticipated, as well as expected operating earnings and cashflow generation; the occurrence of any event, change or other circumstance that could give rise to the right of either or both parties to terminate the merger agreement; the potential impact of the announcement or consummation of the Proposed Transaction on Corebridge or Equitable Holdings’ stock price and on their respective business, contractual and operational relationships (including with regulatory bodies, employees, suppliers, clients and competitors); risks related to business disruptions from the Proposed Transaction that may harm the business or current plans and operations of either or both parties, including diversion of management time from ongoing business operations; the risk that the Proposed Transaction and its announcement could have an adverse effect on the ability of either or both parties to hire and retain key personnel; the parties’ ability to raise debt on favorable terms or at all; the outcome of any legal proceedings that may be instituted against Corebridge, Equitable Holdings, their new parent company or their respective directors; restrictions on the conduct of Corebridge and Equitable Holdings’ respective businesses prior to the closing of the Proposed Transaction and on each of their ability to pursue alternatives to the Proposed Transaction; the possibility that the Proposed Transaction may be more expensive to complete than anticipated, including as a result of unexpected factors or events, or unforeseen or unknown liabilities; the deterioration of economic conditions; geopolitical tensions; the potential impact of a downgrade in Corebridge or Equitable Holdings’ Insurer Financial Strength ratings or credit ratings or of the new parent company of Corebridge and Equitable Holdings following completion of the Proposed Transaction; other factors that may affect future results of Corebridge and Equitable Holdings; and management’s response to any of the aforementioned factors.
The foregoing list of factors is not exhaustive. You should carefully consider these factors and the other risks and uncertainties described in the “Risk Factors” section of the new parent company’s Registration Statement on Form S-4 and other documents filed or furnished by Corebridge and Equitable Holdings from time to time with the U.S. Securities and Exchange Commission (the “SEC”), including their Annual Reports on Form 10-K for the year ended December 31, 2025. These filings identify and address other important risks and uncertainties that could cause actual events and results to differ materially from those contained in the forward-looking statements. If any of these risks materialize or our assumptions prove incorrect, actual events and results could differ materially from those contained in the forward-looking statements. There may be additional risks that neither Corebridge nor Equitable Holdings presently know or that Corebridge and Equitable Holdings currently believe are immaterial that could also cause actual events and results to differ materially from those contained in the forward-looking statements. In addition, forward-looking statements reflect Corebridge and Equitable Holdings’ expectations, plans or forecasts of future events and views as of the date of this press release. Corebridge and Equitable Holdings anticipate that subsequent events and developments will cause Corebridge and Equitable Holdings’ assessments to change. While Corebridge and Equitable Holdings may elect to update these forward-looking statements at some point in the future, Corebridge and Equitable Holdings specifically disclaim any obligation to do so, unless required by applicable law. Neither Corebridge nor Equitable Holdings gives any assurance that Corebridge, Equitable Holdings or their new parent company will achieve the results or other matters set forth in the forward-looking statements.
No Offer or Solicitation
This press release is not intended to and shall not constitute an offer to sell or the solicitation of an offer to sell or the solicitation of an offer to buy any securities, or a solicitation of any vote or approval, nor shall there be any sale of securities in any jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such jurisdiction. No offer of securities shall be made except by means of a prospectus meeting the requirements of Section 10 of the Securities Act of 1933, as amended (the “Securities Act”), or in a transaction exempt from the registration requirements of the Securities Act.
Important Information and Where to Find It
This press release relates to the Proposed Transaction, which is the subject of a Registration Statement on Form S-4 filed by the new parent company with the SEC. The Registration Statement includes a joint proxy statement of Corebridge and Equitable Holdings that also constitutes a prospectus of the new parent company. After the Registration Statement has been declared effective, the definitive joint proxy statement/prospectus will be mailed to the stockholders of each of Corebridge and Equitable Holdings. This press release is not a substitute for the Registration Statement that the new parent company has filed with the SEC or any other documents that may be sent to Corebridge’s stockholders or Equitable Holdings’ stockholders in connection with the Proposed Transaction.
INVESTORS AND SECURITY HOLDERS ARE URGED TO READ THE REGISTRATION STATEMENT ON FORM S-4 AND THE JOINT PROXY STATEMENT/PROSPECTUS , AS WELL AS ANY OTHER RELEVANT DOCUMENTS FILED WITH, OR FURNISHED TO, THE SEC IN CONNECTION WITH THE PROPOSED TRANSACTION OR INCORPORATED BY REFERENCE INTO THE JOINT PROXY STATEMENT/PROSPECTUS, BECAUSE THEY CONTAIN OR WILL CONTAIN IMPORTANT INFORMATION REGARDING COREBRIDGE, EQUITABLE HOLDINGS, THEIR NEW PARENT COMPANY, THE PROPOSED TRANSACTION AND RELATED MATTERS.
Investors and security holders may obtain free copies of these documents and other documents filed with the SEC by Corebridge or Equitable Holdings through the website maintained by the SEC at http://www.sec.gov, or from Corebridge at its website, https://www.corebridgefinancial.com, or from Equitable Holdings at its website, https://equitableholdings.com (information included on or accessible through either of Corebridge or Equitable Holdings’ website is not incorporated by reference into this press release).
Participants in the Solicitation
Corebridge and Equitable Holdings and their respective directors and executive officers may be deemed to be participants in the solicitation of proxies from Corebridge’s stockholders or Equitable Holdings’ stockholders in connection with the Proposed Transaction under the rules of the SEC. Information about the directors and executive officers of Corebridge, including a description of their direct or indirect interests, by security holdings or otherwise, is set forth in Corebridge’s definitive proxy statement for its 2025 Annual Meeting of Stockholders, which was filed with the SEC on April 16, 2025, including under the headings “Compensation Discussion and Analysis,” “Compensation Tables” and “Security Ownership of 5% Beneficial Owners, Directors and Executive Officers.” To the extent holdings of Corebridge’s common stock by the directors and executive officers of Corebridge have changed or do change from the amounts of Corebridge’s common stock held by such persons as reflected therein, such changes have been or will be reflected on Initial Statements of Beneficial Ownership of Securities on Form 3 (“Form 3”), Statements of Changes in Beneficial Ownership on Form 4 (“Form 4”) or Annual Statements of Changes in Beneficial Ownership of Securities on Form 5 (“Form 5”), in each case filed with the SEC. Information about the directors and executive officers of Equitable Holdings, including a description of their direct or indirect interests, by security holdings or otherwise, is set forth in Equitable Holdings’ definitive proxy statement for its 2025 Annual Meeting of Stockholders, which was filed with the SEC on April 4, 2025, including under the headings “Executive Compensation” and “Certain Relationships and Related Person Transactions.” To the extent holdings of Equitable Holdings’ common stock by the directors and executive officers of Equitable Holdings have changed or do change from the amounts of Equitable Holdings’ common stock held by such persons as reflected therein, such changes have been or will be reflected on Forms 3, Forms 4 or Forms 5, in each case filed with the SEC. Other information regarding persons who may, under the rules of the SEC, be deemed participants in the proxy solicitation of Corebridge or Equitable Holdings’ stockholders in connection with the Proposed Transaction and a description of their direct and indirect interests, by security holdings or otherwise, is included in the Registration Statement. You may obtain free copies of these documents at the SEC’s website at www.sec.gov. Copies of documents filed with the SEC by Corebridge or Equitable Holdings will also be available free of charge from Corebridge or Equitable Holdings using the contact information above.
More News From Equitable Holdings, Inc. and Corebridge Financial, Inc.
NEW YORK--(BUSINESS WIRE)--Equitable Holdings, Inc. (NYSE: EQH), the leading financial services holding company of Equitable, AllianceBernstein and Equitable Advisors, announced today that its Board of Directors has declared a quarterly cash dividend of $0.30 per share of common stock. The dividend on the common stock will be payable June 8, 2026, to shareholders of record at the close of business on June 1, 2026.
The Company’s board also declared the following cash dividends:
Quarterly dividend of $328.125 per share on Series A 5.25% Non-Cumulative Perpetual Preferred Stock, with a liquidation preference of $25,000 per share, which are represented by depositary shares (NYSE: EQH PR A), each representing a 1/1,000th interest in a share of preferred stock, holders of which will receive $0.328125 per depositary share. The dividend will be payable on June 15, 2026, to holders of record as of June 4, 2026. Quarterly dividend of $268.750 per share on Series C 4.30% Non-Cumulative Perpetual Preferred Stock, with a liquidation preference of $25,000 per share, which are represented by depositary shares (NYSE: EQH PR C), each representing a 1/1,000th interest in a share of preferred stock, holders of which will receive $0.26875 per depositary share. The dividend will be payable on June 15, 2026, to holders of record as of June 4, 2026. About Equitable Holdings
Equitable Holdings, Inc. (NYSE: EQH) is a leading financial services holding company comprised of complementary and well-established businesses, Equitable, AllianceBernstein and Equitable Advisors. Equitable Holdings has $1.1 trillion in assets under management and administration (as of 3/31/2026) and more than 5 million client relationships globally. Founded in 1859, Equitable provides retirement and protection strategies to individuals, families and small businesses. AllianceBernstein is a global investment management firm that offers diversified investment services to institutional investors, individuals and private wealth clients. Equitable Advisors, LLC (Equitable Financial Advisors in MI and TN) has approximately 4,600 duly registered and licensed financial professionals that provide financial planning, wealth management, retirement planning, protection and risk management services to clients across the country.
Reference to the 1859 founding applies specifically and exclusively to Equitable Financial Life Insurance Company (NY, NY).
Key Takeaways Equitable Holdings raised its quarterly dividend 11.1% to 30 cents per share, payable June 8.EQH posted $499M in Q1 operating cash flow, up sharply from $158M a year earlier.Equitable plans to merge with Corebridge in a deal creating $1.5T in assets under management. Equitable Holdings, Inc. (EQH - Free Report) recently approved an 11.1% increase in its quarterly dividend, raising the payout to 30 cents per share from 27 cents earlier. The dividend will be paid on June 8, 2026, to shareholders on record as of June 1. At the new annualized rate of $1.20 per share, the stock offers a dividend yield of 2.83%, calculated based on the closing price on May 20, which is comfortably above the industry average of 2.51%.
The company also declared preferred stock dividends, including $328.13 per share on its Series A 5.25% Non-Cumulative Perpetual Preferred Stock and $268.75 per share on its Series C 4.30% Non-Cumulative Perpetual Preferred Stock.
Equitable Holdings’ balance sheet continues to support its shareholder-friendly approach. The company ended the first quarter of 2026 with nearly $131.6 billion in investments and cash, while long-term debt remained relatively modest at $3.8 billion. Operating cash flow came in at $499 million during the quarter, sharply higher than the $158 million reported a year earlier.
Shareholder returns remained a priority in the March quarter. Equitable Holdings paid $76 million in cash dividends and bought back $147 million worth of shares. Management continues to target a 60-70% payout ratio of non-GAAP operating earnings in 2026.
Beyond capital returns, EQH is preparing for a transformative combination with Corebridge Financial, Inc. (CRBG - Free Report) . The all-stock merger, announced in March, is expected to create a company with nearly $1.5 trillion in assets under management. The combined entity will retain the Equitable name, trade under the EQH ticker on the NYSE, and be headquartered in Houston.
EQH’s Price PerformanceShares of Equitable Holdings have declined 11% in the year-to-date period, underperforming the industry’s 3.7% fall.
Image Source: Zacks Investment Research
Zacks Rank & Key PicksEquitable Holdings currently has a Zacks Rank #5 (Strong Sell).
Investors interested in the broader Finance space can look at some better-ranked stocks like Slide Insurance Holdings, Inc. (SLDE - Free Report) and CNO Financial Group, Inc. (CNO - Free Report) , each carrying a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for Slide Insurance’s 2026 earnings indicates 4.5% year-over-year growth. It has witnessed two upward estimate revisions in the past month against no downward movement. It beat earnings estimates in each of the past four quarters, with an average surprise of 41.8%. Furthermore, the consensus estimate for Slide Insurance’s 2026 revenues implies 25.9% year-over-year growth.
The consensus mark for CNO Financial’s 2026 full-year earnings indicates 6.9% year-over-year growth. It beat earnings estimates in each of the past four quarters, with an average surprise of 16.9%. Also, the consensus mark for CNO Financial’s 2026 revenues is pegged at $3.99 billion.
