Company Analysis

Equitable Holdings, Inc. (EQH)

NYSE: EQH · Insurance Agents, Brokers & Service · New York, NY · filing with the SEC since 2005
Grade4.5
◀ Past 6.0● Present 4.7▶ Future 3.0
The companyfiscal 2025, as filed
Revenue$11.66B-6.1%
Net income-$1.38B-207.8%
Earnings per share$-4.83-230.9%
Operating cash flow$714M-64.4%
Cash$12.46B+78.9%
Debt$3.86B+0.7%
Shareholders’ equity$1.47B-57.2%
Shares, diluted298.1M-8.2%
Return on equity-94.1%
The recordfrom its filings
Filings in 2026143
Newest filingNov 5 · 10-Q
Annual reportFeb 25, 2026
Quarterly reportNov 5, 2026
Next report due10-K by Mar 1
Insider sales, 12 months$30.8M
Insider buys, 12 months$0.00
Patents grantedn/a
Filer categoryLarge accelerated filer
Trailing twelve months to Sep 2026Revenue $13.05BNet income $1.50BCash from operations $2.62Bthe four newest filed quarters added
Left: the newest annual report, with the change on the year before. Right: counted from the company's own filings with the SEC.
Revenue and net income by fiscal yearRevenueNet income
16171819202122232425
As filed, in USD. Nothing here is a forecast.

The company now

Equitable Holdings reported a second quarter 2026 net loss of $453 million on 4 August, while non-GAAP operating earnings, the company's own adjusted measure, were $488 million 4.

The larger story is a pending all-stock merger with Corebridge Financial, agreed on 26 March 2026 1. Stockholders of both companies approved it on 30 July, and the company expects it to close by year-end 2026 3.

Under the agreement, current Equitable stockholders would own about 49 percent of the combined company, which would be headquartered in Houston, Texas 1. Corebridge's chief executive would run it, with Mark Pearson as Executive Chair 1.

Regulators still have to approve it, including insurance regulators in Arizona, Colorado, Missouri, New York and Texas 1. Meanwhile assets under management and administration reached a record $1.2 trillion in the second quarter, the company said 4.

As of Oct 28, 2026. Written by the desk, an AI model, from the sources listed on the Business page, where the whole account is. Nothing here is advice.

Newer filings are on file since this was written; an update is queued.

News

Nov 5, 2026 · SEC EDGAR · Form 10-Q
Quarterly report
Open the filing on sec.gov
Nov 2, 2026 · SEC EDGAR · Form 8-K
Results released
Open the filing on sec.gov
Oct 9, 2026 · SEC EDGAR · Form SCHEDULE 13G
Large holder notice
Open the filing on sec.gov
Sep 25, 2026 · SEC EDGAR · Form 8-K
Current report
Open the filing on sec.gov
Sep 21, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Sep 18, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Sep 11, 2026 · SEC EDGAR · Form SCHEDULE 13G
Large holder notice
Open the filing on sec.gov
Sep 10, 2026 · SEC EDGAR · Form 425
Merger communication
Open the filing on sec.gov
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SI Assistanton EQH · research, not advice