Equitable(EQH)
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Corebridge Financial and Equitable Holdings announce $22B all-stock merger
Proactiveinvestors NA· 2026-03-26 16:01
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
Shareholder Alert: The Ademi Firm investigates whether Equitable Holdings Inc. is obtaining a Fair Price for Public Shareholders
Prnewswire· 2026-03-26 15:18
<!doctype html> <!-- For structured data --> <!-- For language declaration --> Shareholder Alert: The Ademi Firm investigates whether Equitable Holdings Inc. is obtaining a Fair Price for Public Shareholders <!-- Additional Authorable Meta tags --> Accessibility StatementSkip NavigationMILWAUKEE, March 26, 2026 /PRNewswire/ -- Ademi LLP is investigating Equitable (NYSE: EQH) for possible breaches of fiduciary duty and other violations of law in its recently announced transaction with Corebridge.Click hereto ...
Equitable (NYSE:EQH) M&A announcement Transcript
2026-03-26 13:02
Equitable (NYSE:EQH) M&A announcement March 26, 2026 08:00 AM ET Company ParticipantsElias Habayeb - CFOJack Matten - VP Equity ResearchMarc Costantini - CEOMark Pearson - President and CEONathan Satterfield - Equity Research Senior AssociateOnur Erzan - PresidentPablo Singzon - Executive DirectorRobin Raju - CFORyan Krueger - Managing DirectorTom Gallagher - Senior Managing DirectorWes Carmichael - Executive DirectorConference Call ParticipantsAlex Scott - Equity Research AnalystJoel Hurwitz - Lead Analyst ...
Equitable (NYSE:EQH) Earnings Call Presentation
2026-03-26 12:00
Creating an Industry Leader March 26, 2026 Cautionary Statement Regarding Forward-Looking Information This investor presentation 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," " ...
Morgan Stanley Not Worried About Equitable Holdings (EQH) Exposure To Private Credit
Yahoo Finance· 2026-03-15 16:31
Core Viewpoint - Equitable Holdings Inc. (NYSE:EQH) is identified as one of the extreme value stocks to consider for investment, with analysts maintaining a generally positive outlook despite some recent adjustments to price targets [1][2]. Price Target Adjustments - J.P. Morgan analyst Jimmy Bhullar has maintained a Buy rating on EQH with a target price of $58 [1]. - Morgan Stanley analyst Bob Huang has lowered the price target from $59 to $54 while keeping an Overweight rating [2]. - Wells Fargo analyst Elyse Greenspan reduced the price target from $60 to $57, also maintaining an Overweight rating [3]. Company Overview - Equitable Holdings Inc. operates in various segments including individual retirement, group retirement, investment management and research, protection solutions, and wealth management [4]. - The company is based in New York and was founded in 1859 by Henry B. Hyde [4].
Equitable Holdings (EQH) Hits Record $1.1T in Assets Following Strong 2025 Performance
Yahoo Finance· 2026-03-03 07:21
Core Insights - Equitable Holdings Inc. reported record assets under management and administration of $1.1 trillion, marking a 10% year-over-year increase [1] - The company generated $1.6 billion in organic cash for the year, with expectations to rise to approximately $1.8 billion in 2026 [1] - The Wealth Management segment achieved its $200 million annual earnings target two years ahead of schedule, with $8.4 billion in net inflows, reflecting a 13% organic growth rate [2] - The Retirement segment contributed $5.9 billion in net flows, indicating strong performance across key business areas [2] - A significant life reinsurance transaction with RGA created $2 billion in capital and reduced net mortality exposure by 75% [2] Financial Performance - Annual operating earnings growth was limited to 1% over 2024 due to elevated mortality claims [4] - AllianceBernstein experienced net outflows of $11.3 billion, partly attributed to low-fee outflows related to the RGA transaction [4] - The company aims to close the valuation gap between its integrated business model and its subsidiary, AllianceBernstein, while targeting continued double-digit growth in core retirement and wealth sectors [4] Company Overview - Equitable Holdings operates as a diversified financial services company with six segments: Individual Retirement, Group Retirement, Asset Management, Protection Solutions, Wealth Management, and Legacy [5]
10 Stocks With Explosive Growth Potential
Insider Monkey· 2026-03-03 01:52
Group 1: Market Outlook - The tech sector is experiencing a wholesale sell-off, leading to what is described as ridiculous valuations for some enterprise software stocks [1] - There is a caution regarding the AI build-up, emphasizing that the ability to build software does not guarantee a successful and scalable business [2] - A shift is observed in North American markets from tech-heavy dominance towards asset-heavy sectors, indicating a healthier market as capital moves from overvalued stocks to cheaper ones [3] Group 2: Company Highlights - Madrigal Pharmaceuticals Inc. reported full-year net sales of $958.4 million for 2025, with Q4 revenue reaching $321.1 million, more than tripling the previous year's quarterly results [8][9] - The company has evolved into a diversified biopharmaceutical leader with over 10 programs in its pipeline, including a successful launch of Rezdiffra, the first approved treatment for MASH [9][10] - Equitable Holdings Inc. reported record assets under management of $1.1 trillion for 2025, a 10% year-over-year increase, and generated $1.6 billion in organic cash, expected to rise to ~$1.8 billion in 2026 [12][13] - The Wealth Management segment of Equitable Holdings achieved its $200 million annual earnings target two years ahead of schedule, with $8.4 billion in net inflows representing a 13% organic growth rate [13][14]
Wells Fargo Trims Equitable Holdings (EQH) to $57
Yahoo Finance· 2026-03-02 14:47
Equitable Holdings Inc. (NYSE:EQH) is one of the 14 Most Undervalued NYSE Stocks to Buy According to Analysts. Wells Fargo, on February 25, trimmed its target price on Equitable Holdings by 5.0% to $57 (from $60) but retained its Overweight call on the stock. The firm is generally reducing its 2026 EPS forecasts across the board, as most companies reported in-line to below consensus earnings growth guidance for 2026, leading to the price target cut. As for Equitable Holdings, management released its gui ...
Equitable: Private Credit Fears Are Overdone (NYSE:EQH)
Seeking Alpha· 2026-02-26 10:15
Core Viewpoint - Equitable Holdings (EQH) has underperformed in the past year, with a loss of approximately 23% in stock value, driven by concerns over private credit losses, leading to a 52-week low for the stock [1] Company Performance - The stock has been negatively impacted by the growing panic surrounding private credit losses, which has contributed to its decline [1] Market Context - The current market environment reflects a broader concern regarding private credit, which is affecting investor sentiment and stock performance in the financial sector [1]
Equitable(EQH) - 2025 Q4 - Annual Report
2026-02-25 20:26
Retirement Segment Performance - Retirement segment's total first year premium (FYP) and deposits reached $22,361 million in 2025, up from $20,922 million in 2024, and $15,806 million in 2023, representing a growth of 6.4% year-over-year[30]. - Registered Indexed Linked Annuities (RILAs) contributed $15,366 million to FYP in 2025, an increase of 7.8% from $14,254 million in 2024 and a significant rise from $11,334 million in 2023[30]. - Total net flows for the Retirement segment were $24,855 million in 2025, compared to $23,293 million in 2024 and $18,139 million in 2023, indicating a growth of 6.7% year-over-year[32]. - The Retirement segment's average value (AV) by market as of December 31, 2025, was $174,885 million, up from $151,198 million in 2024[35]. - Equitable Advisors accounted for 38% of individual annuity FYP in 2025, while Third-Party Distribution represented 62%[36]. - The Retirement segment includes a spread lending program that generates spread-based income through Funding Agreement Backed Notes (FABN) and collateralized borrowings[35]. - The company offers a suite of tools and services for retirement plan participants, enhancing client engagement and education[28]. Asset Management Overview - Asset Management business reported approximately $866.9 billion in assets under management (AUM) as of December 31, 2025, with institutional clients representing 41% of AUM[48]. - Total Assets Under Management (AUM) reached $866.9 billion in 2025, up from $792.2 billion in 2024, representing a year-over-year increase of 9.4%[65]. - Institutional AUM grew to $354.2 billion in 2025, compared to $321.4 billion in 2024, marking a 10.4% increase[65]. - Retail AUM increased to $356.4 billion in 2025, up from $334.3 billion in 2024, reflecting a growth of 6.3%[65]. - Private Wealth Management AUM rose to $156.3 billion in 2025, compared to $136.5 billion in 2024, indicating a growth of 14.5%[65]. - Actively Managed Equity AUM was $278.0 billion in 2025, up from $263.4 billion in 2024, showing a 5.2% increase[66]. - Total Fixed Income AUM reached $295.8 billion in 2025, compared to $281.1 billion in 2024, representing a growth of 5.5%[66]. - Average AUM by distribution channel for Institutions was $337.6 billion in 2025, up from $322.9 billion in 2024, a growth of 4.5%[70]. - The average AUM for Retail was $343.5 billion in 2025, compared to $315.3 billion in 2024, reflecting an increase of 8.9%[70]. Financial Performance - Total revenues for the year ended December 31, 2025, reached $4,593 million, a slight increase from $4,559 million in 2024 and $4,261 million in 2023[75]. - The net revenues after interest expense for 2025 were $4,530 million, compared to $4,474 million in 2024 and $4,153 million in 2023[75]. - Distribution revenues for 2025 were $818 million, an increase from $727 million in 2024 and $586 million in 2023[75]. - Investment losses for 2025 were reported at $(31) million, compared to $(13) million in 2024 and $14 million in 2023[75]. Employee and Organizational Insights - The company has approximately 8,000 full-time employees, with 4,500 employed by AB as of December 31, 2025[201]. - 89% of employees reported feeling confident in balancing work and personal lives, indicating a strong sense of psychological safety within the organization[215]. - Equitable's NWOW methodology has transformed the organization, enhancing agility and responsiveness to market conditions since its full implementation in 2024[208]. - The company focuses on four wellness pillars: physical, emotional, financial, and social, to enhance employee well-being and organizational performance[210]. Regulatory and Compliance Environment - Equitable Financial is subject to New York's insurance laws, which limit sales commissions and certain marketing expenses[116]. - The NAIC's Risk Management and Own Risk and Solvency Assessment Model Act requires insurers to maintain a risk management framework and conduct internal risk assessments[129]. - New York's Regulation 213 requires insurers to carry statutory reserves for variable annuity obligations that exceed NAIC standards, potentially affecting dividend distribution capacity[137]. - The NAIC's macro-prudential initiative includes an annual liquidity stress-testing framework for large U.S. life insurers[132]. - The Dodd-Frank Act established the FIO within the U.S. Treasury Department to monitor the insurance industry and recommend designations of insurers as non-bank financial companies[160]. - The SEC adopted rules requiring the recovery of erroneously awarded compensation as mandated by the Dodd-Frank Act in October 2022[162]. - The NAIC adopted a disclosure standard for insurers to report climate-related risks, applicable to those with over $100 million in direct premium[178]. - The NYDFS issued guidance in November 2021 requiring insurers to integrate climate risk into governance and risk management processes[175]. Market and Economic Factors - Equity market declines and volatility can negatively impact the business, potentially decreasing AUM, AV of annuity and variable life contracts, and AUA, which would reduce revenue from fees[223]. - The variable annuity business is particularly sensitive to equity markets, with sustained weakness potentially decreasing revenues and earnings[223]. - Interest rate fluctuations can adversely affect investment returns and results of operations for retirement and investment products[224].