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. 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.
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.
Equitable Holdings (NYSE: EQH) has announced its latest dividend declarations. The company will pay a quarterly cash dividend of $0.27 per share of common stock, payable on June 9, 2025, to shareholders of record as of June 2, 2025.
Additionally, the company declared dividends on three preferred stock series:
- Series A: Quarterly dividend of $328.125 per share ($0.328125 per depositary share)
- Series B: Semi-annual dividend of $618.750 per share ($24.75 per depositary share)
- Series C: Quarterly dividend of $268.750 per share ($0.26875 per depositary share)
All preferred stock dividends will be payable on June 16, 2025, to holders of record as of June 4, 2025.
Equitable Holdings reported Q1 2025 results with net income of $63 million ($0.16 per share) and non-GAAP operating earnings of $421 million ($1.30 per share). Key highlights include:
- Strong net flows across segments: $1.6 billion in Retirement, $2.0 billion in Wealth Management, and $2.4 billion in Asset Management
- Total Assets Under Management reached $1.0 trillion, up 3% year-over-year
- Returned $335 million to shareholders through dividends and share repurchases
- Robust balance sheet with 425% combined NAIC RBC ratio and $1.1 billion in liquidity
The company is on track to close its life reinsurance transaction with RGA mid-2025, which will free over $2 billion in capital. In April, Equitable increased its ownership in AllianceBernstein to 69% through a $760 million unit purchase. The company plans an additional $500 million share repurchase post-RGA transaction closure.
Octane, a fintech company specializing in recreational purchases financing, has secured its largest forward-flow facility to date, valued at $700 million. The deal involves three major insurance partners: New York Life ($350 million), MetLife Investment Management ($200 million), and Equitable (NYSE: EQH) ($150 million).
The agreement will fund fixed-rate installment powersports loans originated by Octane's in-house lender, Roadrunner Financial. This partnership follows Octane's strong performance in 2024, with a 36% year-over-year growth in originations. The company has sold or committed to forward flow agreements exceeding $2 billion since late 2023, including a previous $500 million facility with AB CarVal in 2024.
Equitable Holdings (NYSE: EQH) has announced the completion of its tender offer for Series B Depositary Shares. The company successfully purchased 279,002 shares (62.79% of outstanding) at $1,000 per share, representing a total cost of approximately $283 million, excluding fees and expenses.
The tender offer targeted all 444,333 outstanding depositary shares, each representing a 1/25th interest in the company's 4.950% Fixed Rate Reset Noncumulative Perpetual Preferred Stock, Series B. The purchase price includes accrued, unpaid, and undeclared dividends from December 15, 2024, to April 11, 2025.
Equitable Holdings manages $1 trillion in assets under management and administration as of December 31, 2024, serving over 5 million clients globally through its subsidiaries Equitable, AllianceBernstein, and Equitable Advisors.