Equitable Holdings Inc Stock Price, News & Analysis

Equitable Holdings (NYSE: EQH) reported third quarter 2025 results on November 4, 2025, with total AUM/A of $1.1 trillion (up 7% YoY) driven by positive net flows and markets. The company posted a net loss of $1.3 billion (or $(4.47) per share) primarily due to a one‑time life reinsurance transaction, while Non‑GAAP operating earnings were $455 million ($510 million excluding notable items, or $1.67 per share).

Business highlights: Retirement net inflows $1.1B, Wealth advisory net inflows $2.2B, and Asset Management net inflows $1.7B excluding the reinsurance impact. Capital deployment totaled $1.5B including $676M share repurchases and $500M debt repayment. The company announced the acquisition of Stifel Independent Advisors (~$9B AUM).

Equitable (affiliate of EQH) announced an agreement to acquire Stifel Independent Advisors (NYSE: SF), a broker-dealer and registered investment adviser with more than 110 independent advisors and approximately $9 billion in client assets. The transaction is expected to close in Q1 2026, subject to regulatory approvals and customary closing conditions.

The advisors are expected to join Equitable Advisors, which comprises about 4,500 financial professionals and more than $110 billion in assets under administration; Equitable cited a 12% trailing twelve-month organic growth rate for its Wealth Management segment.

Equitable (NYSE: EQH) and SCORE released a study on October 21, 2025, surveying 700+ small business owners about advisory relationships and planning.

Key findings: 83% value working with a financial professional; those with advisors expect to retire 7 years earlier (age 63 vs 70); millennials are 2x more likely to seek advice; early‑stage firms (2–5 years) are 50% more likely to engage advisors; advisor clients are 3x more likely to hire and 5x more likely to fast‑track retention strategies.

Equitable Holdings (NYSE: EQH) on October 9, 2025 appointed Nick Chan as Head of M&A. Chan will report to CFO Robin M. Raju and join Equitable’s Operating Committee.

In the role he will lead a disciplined M&A strategy targeting accretive opportunities and will also lead Equitable’s Business CFO function. Chan joined Equitable in 2021 and previously served as Corporate CFO and Head of Strategic Transactions.

He led Equitable’s Individual Life reinsurance transaction with RGA, described as the largest of its kind and credited with unlocking more than $2 billion of value for Equitable Holdings. Chan holds MS and BS degrees in aeronautics and astronautics from MIT and is a CFA charterholder.

Equitable (NYSE: EQH) released a national survey (Oct 9, 2025) showing workers worry about surprise medical costs and misunderstand voluntary benefits. Key findings: 80% of Americans fear an unexpected medical bill could derail financial goals; 48% would set up a payment plan, 31% would use savings, and 28% would use credit cards. Younger workers rely more on social media and AI for benefits guidance (Gen Z/millennials 89% anxious; 37% Gen Z use social platforms; 30% millennials use AI). Employers face low advisor use (20%) and low voluntary-benefit participation.

Equitable Holdings (NYSE: EQH) announced that Kurt Meyers has been named Chief Legal Officer and Corporate Secretary, joining the management committee and reporting to CEO Mark Pearson, effective Oct 7, 2025. Meyers, a six-year company veteran, will lead legal, compliance, regulatory and governmental affairs after serving as Head of Life Insurance and Deputy General Counsel.

Vincent Xuan was named Head of Life Insurance; he previously served as Chief Actuary and CEO of Equitable Financial Bermuda Re.

Equitable Holdings (NYSE: EQH) will release its third quarter 2025 financial results after market close on Tuesday, November 4, 2025. The company will host a conference call and webcast to discuss results on Wednesday, November 5, 2025 at 9:00 a.m. ET. The webcast and earnings materials will be available on the company’s investor relations website at ir.equitableholdings.com. Investors can register for the call to receive dial-in details and a unique entry code; registration remains open through the live call. The company recommends registering at least one day in advance or a minimum of 10 minutes before the call to ensure full connection.

Equitable (NYSE: EQH) has launched Structured Capital Strategies® Premier (SCS Premier), expanding its registered index-linked annuities portfolio. The new solution offers enhanced market upside potential while maintaining downside protection, featuring 120 investment options tied to indices like the S&P 500.

Key innovations include the Best Entry feature allowing investment value resets, and the Dual Step Tier feature that converts losses within the buffer to predetermined positive returns. The product introduces flexible weekly reallocation options and a -40% downside protection buffer. Notable death benefit options include a 5% interest roll-up or highest anniversary value feature, enhancing legacy-building capabilities.

Equitable Holdings (NYSE: EQH) has announced the complete redemption of its Series B Depositary Shares, scheduled for September 30, 2025. Each depositary share represents a 1/25th interest in the company's 4.950% Fixed Rate Reset Noncumulative Perpetual Preferred Stock, Series B.

The redemption will be executed at $1,000 per Series B Depositary Share, plus any declared and unpaid dividends from June 15, 2025, to September 30, 2025. The redemption will be processed through The Depository Trust Company (DTC), with Computershare Trust Company, N.A. serving as the redemption agent.