Equitable Holdings (EQH) Hits Record $1.1T in Assets Following Strong 2025 Performance

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]