Equitable Holdings Inc Stock Price, News & Analysis

Equitable Holdings (NYSE: EQH) will release its full year and fourth quarter 2025 financial results after market close on Wednesday, February 4, 2026.

The company will host a conference call and webcast to discuss results on Thursday, February 5, 2026 at 10:00 a.m. ET. The webcast and earnings materials will be available on the investor relations website at ir.equitableholdings.com. Registration is required for dial‑in details and a unique conference code; registrants receive email confirmation. Registration remains open through the live call, and early registration (a day before or at least 10 minutes prior) is recommended to ensure full connection.

AllianceBernstein (NYSE: AB) announced that Onur Erzan was appointed President effective January 5, 2026.

Erzan will partner with CEO Seth Bernstein to oversee AB's business transformation, lead strategy and corporate development, and continue to run Private Wealth Management, Global Asset Management Distribution and Global Private Alternatives—roles he assumed in Fall 2025. He will serve as Chair of the AB Operating Committee and remains a member of the Equitable Holdings Management Committee. Erzan joined AB in January 2021 after 20 years at McKinsey and played a key role expanding AB's distribution, ETFs, insurance asset-management vertical, and retirement income solutions.

Equitable Holdings (NYSE: EQH) announced quarterly cash dividends on common and two series of depositary preferred shares.

The Board declared a $0.27 per share common dividend payable Dec 1, 2025 to shareholders of record at close of business on Nov 24, 2025. It also declared dividends on depositary preferred shares: Series A holders will receive $0.328125 per depositary share (reflecting a 5.25% per‑share preference on a $25,000 liquidation preference) and Series C holders will receive $0.26875 per depositary share (reflecting a 4.30% per‑share preference on a $25,000 liquidation preference); both preferred dividends are payable Dec 15, 2025 to holders of record on Dec 4, 2025.

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.