Equitable Holdings, Inc. reports developments across retirement, asset management and wealth management businesses conducted through Equitable, AllianceBernstein and Equitable Advisors. Company news commonly covers operating results, segment performance, assets under management and administration, retirement and protection strategies, investment management services, and advisory relationships with individual, institutional and private wealth clients.
Recurring updates also include capital actions such as common and preferred stock dividends, share repurchase authorizations and debt transactions. Equitable also publishes research on financial planning, retirement readiness, wealth transfer and advisor-client needs, reflecting the company's focus on retirement planning, wealth management, protection and risk management services.
Octane executed a $1.4 billion forward-flow facility, its largest transaction of this type, with five institutional investment partners. The agreement provides for purchases of up to $1.4 billion backed by fixed-rate installment loans for powersports and outdoor power equipment originated by Roadrunner Financial.
New York Life Investment Management served as Loan Arranger and Lead Investor, alongside MetLife Investment Management, Equitable, Pacific Life and Victory Park Capital. The latter two are new forward-flow partners. Octane has sold or secured commitments to sell more than $6.3 billion of consumer loans, including approximately $3.4 billion in commitments in 2026. First-half 2026 originations grew 37% year-over-year.
Equitable Holdings (EQH) will release its third-quarter 2026 financial results after the market closes on November 2, 2026.
A conference call webcast to discuss the results is scheduled for November 3, 2026, at 8:00 a.m. ET. The webcast and additional earnings materials will be available at ir.equitableholdings.com.
AllianceBernstein (AB) has appointed President Onur Erzan chief executive officer, effective April 1, 2027, to succeed Seth Bernstein. Bernstein will retire as CEO on March 31, 2027, after nearly a decade in the role, and will remain on AB's board.
Erzan became president in January 2026 and oversees AB's private wealth management, private alternatives, asset management distribution, strategy and corporate development functions. He joined AB in 2021. AB's assets under management nearly doubled during Bernstein's tenure, reaching more than $919 billion as of August 31, 2026.
Equitable (EQH) announced enhancements to its Structured Capital Strategies variable annuity portfolio, adding what it describes as the first bitcoin-linked index investment option available within a registered index-linked annuity. The new SCS Premier option is tied to the performance of the iShares Bitcoin Trust ETF (IBIT), with a one-year segment offering 10%, 15%, 20% and 40% downside buffers and allocations generally limited to 25% of contract value.
Additional enhancements include diversified Optimal Mix segments that allocate more weight to the best-performing indices at segment maturity, Dual Direction Downside Advantage segments that can provide positive returns on certain market declines within the buffer, and new three-month standard segments to allow more frequent performance lock-ins and allocation decisions.
Corebridge Financial (NYSE: CRBG) and Equitable Holdings (NYSE: EQH) announced that Corebridge CEO Marc Costantini and Equitable CFO Robin M. Raju will join a fireside chat at the 2026 KBW Insurance Conference on September 9, 2026, at 11:30 a.m. ET, with a live webcast and replay available on both companies’ investor websites.
Equitable Holdings (NYSE: EQH) reported second quarter 2026 results featuring a shareholder-approved merger with Corebridge Financial on July 30, which the company expects to close by year-end 2026, subject to regulatory approvals. Total AUM/A rose 10% year-over-year to $1.2 trillion, driven by positive net flows and higher markets.
The company posted a Q2 2026 net loss attributable to Holdings of $453 million, or $(1.68) per share, versus a $349 million loss in 2025, while Non-GAAP operating earnings increased to $488 million, or $1.70 per share, and $501 million, or $1.75 per share, excluding notable items, up from $352 million and $1.10 per share. Equitable returned $449 million to shareholders in the quarter, including $83 million in dividends and $366 million of share repurchases, and reported a 70% payout ratio for the first half of 2026. Segment highlights included Retirement operating earnings of $402 million with $1.7 billion net inflows, Asset Management AUM of $905.5 billion with $0.8 billion net inflows, and Wealth Management AUA of $140.6 billion with $2.0 billion advisory net inflows.
Equitable Holdings (NYSE: EQH) and Corebridge Financial (NYSE: CRBG) announced that stockholders of both companies approved their previously announced merger at special meetings held on July 30, 2026. Based on preliminary counts, 99.96% of Corebridge and 97.24% of Equitable votes cast supported the merger, representing approximately 82.14% and 85.84% of outstanding shares, respectively.
Final results will be certified by independent inspectors of election and filed on Forms 8-K with the SEC. The merger, which leaders say will create a combined company serving more than 12 million customers, remains subject to regulatory approval and other customary closing conditions and is expected to close by year-end 2026. Corebridge reports more than $380 billion and Equitable $1.1 trillion in assets under management and administration as of March 31, 2026.
Equitable Holdings (NYSE: EQH) declared a quarterly cash dividend of $0.30 per common share, payable on August 10, 2026 to shareholders of record on August 3, 2026. The Board also approved quarterly dividends on its Series A and Series C preferred stock, paid via NYSE-listed depositary shares in September 2026.
Equitable Holdings (NYSE: EQH) plans to release its second quarter 2026 financial results after the market closes on Tuesday, August 4, 2026. A conference call webcast to discuss the results will be held on Wednesday, August 5, 2026 at 8:00 a.m. ET.
The webcast and related earnings materials will be available on the company’s investor relations website, with advance registration required for dial-in details and a unique conference code.
Equitable Holdings (NYSE: EQH) announced its Board increased the quarterly common stock dividend to $0.30 per share, payable June 8, 2026 to shareholders of record on June 1, 2026.
The Board also declared June 15, 2026 quarterly dividends on Series A and Series C preferred stock depositary shares.