Welcome to our dedicated page for Equitable Holdings SEC filings (Ticker: EQH), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Equitable Holdings, Inc. filings document formal disclosures for a financial services holding company with retirement, asset management and wealth management operations. Recent Form 8-K reports cover operating and financial results, earnings materials, Regulation FD presentations, capital-structure matters, debt tender offer disclosures and registered securities that include common stock and depositary shares representing preferred stock.
The company's regulatory record also includes material-event disclosures on definitive agreements, shareholder voting communications, governance matters, risk factors and segment reporting. Filings tied to a completed reinsurance transaction document changes to reportable segments, including the Retirement segment and the treatment of legacy and life insurance business within Corporate and Other.
Equitable Holdings, Inc. (EQH) outlines the strategic and financial case for its pending merger with Corebridge Financial. Management expects the combined insurer to have a market cap of more than $30 billion, over $25 billion of statutory capital and to serve more than 10 million clients, positioning it as the number one U.S. insurer by U.S.-based earnings and cash flow.
The companies target about $5 billion of annual operating earnings, approximately $4 billion of cash flows and a 15% return on equity after integration. EPS accretion is guided at 10%+ for Equitable shareholders, with 6%–8% from an expected $500 million of run‑rate expense synergies in headcount, vendor consolidation, IT and real estate, and 2%–4% from capital and cash tax synergies over two years by using Corebridge’s non‑life DTAs and internal capital optimization.
Revenue synergies are not in the accretion guidance but management plans to direct $90–$100 billion of Corebridge general and separate account assets to AllianceBernstein over time and highlights an annual origination engine of more than $60 billion of spread business. They also discuss stable annuity spreads, targeted 4%–5% third‑quarter alternative investment returns at Equitable and a similar "north of 5%" expectation at Corebridge, and continued growth in wealth management and institutional markets, all while acknowledging regulatory approvals and integration execution as key conditions and risks.
Equitable Holdings, Inc. (EQH) reported that Nick Lane, President of Equitable Financial, sold common stock on September 4, 2026. He sold 14,923 shares at a weighted average price of $53.2412 per share in multiple trades and now holds 110,006.8758 shares directly, including Restricted Stock Units.
Equitable Holdings, Inc. (EQH) is the issuer for a planned sale of common stock under Rule 144 by director Arlene Isaacs-Lowe. The notice covers the potential sale of 1,000 shares of EQH common stock, with an aggregate market value of $52,825, through Morgan Stanley Smith Barney LLC on or after September 4, 2026, on the NYSE. The filing notes that the 1,000 shares to be sold were acquired on May 22, 2024 as restricted stock vesting under a registered plan in consideration for services rendered.
Equitable Holdings, Inc. (EQH) director Arlene Isaacs-Lowe reported selling 1,000 shares of common stock on September 4, 2026, in a sale characterized as an open market or private transaction at $52.825 per share. Following this transaction, she directly holds 19,763 common shares.
Equitable Holdings, Inc. (EQH) received a notice that officer Nick Lane intends to sell 14,923 shares of common stock under Rule 144 through Morgan Stanley Smith Barney LLC. The shares have an aggregate market value of $794,518.43, and common shares outstanding are listed as 273,035,157.
The shares to be sold consist of restricted stock acquired from the issuer on February 28, 2025 in two grants of 11,264 and 3,659 shares. The planned sale date cited in the notice is September 4, 2026, on the NYSE.
Equitable Holdings, Inc. (EQH) reported that Chief Operating Officer Jeffrey J. Hurd exercised employee stock options for 9,359 shares of common stock at an exercise price of $21.34 per share, fully exhausting this option grant. On the same date, he sold 14,359 common shares in multiple open-market transactions at weighted average prices generally between $51.02 and $53.10. All reported option exercises and sales were effected under a Rule 10b5-1 trading plan adopted on May 1, 2025, and the options were originally granted under the company’s 2018 Omnibus Incentive Plan.
EQH insider Jeffrey Hurd filed a notice to sell EQH common stock, including shares from an Exercise of Stock Options dated 08/17/2026 for 9,359 shares and from Restricted Stock Units dated 02/28/2025 for 5,000 shares. The filing also lists recent sales of EQH common stock under a Rule 10b5-1 trading plan on 06/15/2026 and 07/15/2026.
Equitable Holdings, Inc. filed a Form 13F holdings report as an institutional investment manager. The report covers 1,835 reportable positions with an aggregate reported value of $16,749,362,699. The filing consolidates information for 3 other included managers affiliated with Equitable.
Equitable Holdings, Inc. (symbol EQH), together with its indirect wholly owned subsidiary AXA Equitable Financial Services LLC, reports beneficial ownership of Class I Common Shares of Beneficial Interest of AB Private Lending Fund on a Schedule 13G/A. They report 4,400,000 Class I shares held for client discretionary investment advisory accounts, representing 66.7% of that share class. This percentage is based on 6,604,286 Class I shares outstanding as of June 30, 2026. Equitable Holdings reports sole voting and dispositive power over these shares, while AXA Equitable Financial Services LLC reports shared voting and dispositive power over the same amount. The filing states the shares were acquired solely for investment purposes.
Canada Pension Plan Investment Board reports beneficial ownership of common stock of Equitable Holdings, Inc. on an amended Schedule 13G. The position consists of 9,106,103 shares of common stock, representing 3.3% of the outstanding class.
The investor has sole voting power and sole dispositive power over all 9,106,103 shares, with no shared voting or dispositive power reported. The percentage ownership is based on 273,035,157 shares outstanding as of August 4, 2026, as disclosed by Equitable Holdings. The reporting person is a pension investment manager subject to the Canada Pension Plan Investment Board Act and certifies that its Canadian regulatory regime is substantially comparable to that of functionally equivalent U.S. institutions.