Welcome to our dedicated page for Equitable Holdings news (Ticker: EQH), a resource for investors and traders seeking the latest updates and insights on Equitable Holdings stock.
Equitable Holdings, Inc. (NYSE: EQH) generates a steady flow of news as a financial services holding company with businesses in retirement, protection, asset management and wealth management. Its principal franchises—Equitable, AllianceBernstein and Equitable Advisors—regularly issue announcements that reflect strategic, financial and advisory developments across the group.
On this page, readers can follow EQH news related to quarterly and annual financial results, capital management actions and corporate transactions. The company frequently announces earnings dates, releases detailed quarterly results and discusses segment performance in Retirement, Asset Management and Wealth Management, along with capital deployment through dividends, share repurchases, debt management and reinsurance transactions.
Equitable Holdings also issues news about strategic initiatives and acquisitions, such as agreements for its affiliates to acquire advisory businesses that expand its Wealth Management footprint. Filings and press releases describe how these transactions are intended to support long-term growth and align with the company’s integrated business model.
Another source of EQH-related news is research and thought leadership produced by Equitable. Recent studies have examined Generation X investors’ retirement planning behaviors and small business owners’ use of financial professionals, highlighting demand for advice, protection and retirement strategies. These releases provide insight into how the company views client needs and advisory relationships.
AllianceBernstein, as a subsidiary of Equitable Holdings, contributes additional headlines through leadership appointments and updates on its investment management activities. Equitable Advisors features in stories about advisor growth, support platforms and the role of financial professionals in client planning.
Investors, clients and observers can use this news feed to monitor how Equitable Holdings manages its segments, pursues acquisitions, conducts research on client segments and communicates financial performance over time.
Equitable Holdings (NYSE:EQH) has launched a cash tender offer to purchase up to $500 million in aggregate principal amount of its outstanding debt securities. The tender offer targets three series of notes with different acceptance priority levels:
- 4.350% Senior Notes due 2028 (Priority 1, Series Cap: $350M)
- 7.000% Senior Debentures due 2028 (Priority 2, Series Cap: $50M)
- 5.000% Senior Notes due 2048 (Priority 3, No Series Cap)
The early tender deadline is set for September 8, 2025, with holders receiving an Early Tender Premium of $50 per $1,000 principal amount. The offer will expire on September 23, 2025. Goldman Sachs & Co. LLC and Wells Fargo Securities, LLC are serving as Dealer Managers for the tender offer.
Equitable Holdings (NYSE:EQH) reported Q2 2025 results with a net loss of $349 million ($(1.21) per share) and Non-GAAP operating earnings of $352 million ($1.10 per share). Excluding notable items, operating earnings were $447 million ($1.41 per share).
Key highlights include the completion of an Individual Life reinsurance transaction with RGA, generating over $2 billion in value and reducing mortality exposure by 75%. The company reported positive net flows of $1.9 billion in Retirement and $2.0 billion in Wealth Management, while experiencing $4.8 billion in active net outflows in Asset Management. Total Assets Under Management reached $1.1 trillion, an 8% year-over-year increase.
The company returned $318 million to shareholders in Q2 2025 and maintains a strong combined NAIC RBC ratio over 500% following the Life reinsurance transaction. Management expects $1.7 billion in insurance subsidiary dividends to Holdings in H2 2025.
Reinsurance Group of America (NYSE: RGA) has successfully completed a major reinsurance transaction with Equitable Holdings (NYSE: EQH). The deal involves RGA reinsuring $32 billion of diverse life insurance products from Equitable's portfolio.
The strategic transaction is expected to significantly contribute to RGA's adjusted operating EPS and was priced with attractive returns within the company's target range. The partnership expansion covers multiple areas including underwriting, product development, distribution, and investment management.
Equitable Holdings (NYSE: EQH) has successfully completed a significant reinsurance transaction with RGA Reinsurance Company. Under the agreement, RGA will reinsure 75% of Equitable's in-force individual life insurance portfolio on a pro-rata basis.
The strategic transaction generates over $2 billion in value for Equitable Holdings while reducing its exposure to future mortality volatility. This move aligns with the company's strategy to focus on its core businesses in retirement, asset management, and wealth management.
The company will announce its Q2 2025 financial results on August 5, 2025, followed by an investor call on August 6.
Equitable (NYSE: EQH) has launched a new Plan Build API capability integrated into its EB360® employee benefits platform, streamlining the benefits plan setup process for brokers and small to medium-sized businesses. The enhancement, developed in collaboration with Employee Navigator, enables automatic creation and configuration of employee benefits plans, significantly reducing manual data entry and implementation time.
The digital solution has shown impressive results since its Digital Onboarding launch in 2023, with over two-thirds of brokers choosing it as their preferred method, 89% reporting faster implementations, and 97% satisfaction with ease of doing business. Equitable's Employee Benefits business currently serves more than 12,000 small and medium-sized businesses and maintains one of the fastest-growing in-force books in the Group Benefits category.
Equitable Holdings (NYSE: EQH) has announced its latest dividend declarations for both common and preferred stockholders. The company will pay a quarterly cash dividend of $0.27 per share of common stock on August 12, 2025, to shareholders of record as of August 5, 2025.
Additionally, EQH declared dividends for two preferred stock series: Series A preferred stockholders will receive $328.125 per share ($0.328125 per depositary share), while Series C preferred stockholders will receive $268.750 per share ($0.26875 per depositary share). Both preferred stock dividends will be paid on September 15, 2025, to holders of record as of September 4, 2025.
Equitable (NYSE: EQH) released findings from its quarterly survey of 1,000 consumers, revealing significant concerns about financial preparedness among Americans. Only 42% of respondents feel prepared to handle current financial challenges, while over two-thirds worry about economic uncertainty affecting their financial goals.
The survey highlighted the crucial role of financial advisors, with 59% of those with professional guidance feeling prepared versus just 30% without. Approximately half of respondents plan to adjust their spending and investment strategies, with 54% of advised clients planning portfolio changes compared to 36% of those without advisors.
Additionally, 80% of respondents with financial advisors prioritize their advisor's guidance over other sources, while those without primarily rely on friends and family (57%). Nearly two-thirds of stock market investors are willing to sacrifice potential returns for protection against market losses.
[ "59% of those with financial advisors feel prepared to handle economic challenges", "80% of clients prioritize their financial advisor's guidance over other sources", "Survey shows strong demand for Equitable's advisory services", "Company demonstrates market leadership in understanding consumer financial concerns" ]Equitable Holdings (NYSE: EQH) has scheduled its second quarter 2025 financial results announcement. The company will release its Q2 2025 results after market close on Tuesday, August 5, 2025.
A conference call webcast to discuss the results will be held on Wednesday, August 6, 2025, at 9:00 a.m. ET. Investors can access the webcast and additional earnings materials through the company's investor relations website at ir.equitableholdings.com. Pre-registration is required for the conference call.
Equitable (NYSE: EQH) has appointed Greg Boosin as Chief Marketing Officer, reporting to President Nick Lane and joining the Operating Committee. Boosin brings over 25 years of marketing expertise, most recently serving as Executive Vice President of Global B2B & Product Marketing at Mastercard.
In his new role, Boosin will lead Equitable's marketing strategy for its Retirement and Wealth Management businesses, focusing on accelerating growth, deepening client engagement, and increasing brand awareness. He succeeds Connie Weaver, who is retiring after joining in 2020 to launch and build the company's brand.