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Equitable Holdings Inc 10-Q Filings

EQH NYSE

Every 10-Q that Equitable Holdings Inc (EQH) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 10-Q covers the quarterly report filed between annual reports, so if you follow EQH and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full EQH filings page.

Rhea-AI Summary

Equitable Holdings reported Q2 2026 total revenues of $1.66 billion and a net loss attributable to Holdings of $453 million, with net loss available to common shareholders of $466 million, or $(1.68) per diluted share. For the first six months of 2026, net income attributable to Holdings was $168 million, with $141 million available to common shareholders, or $0.50 per diluted share.

Total assets were $334.66 billion at June 30, 2026, supported by $125.85 billion of investments and $143.01 billion of Separate Accounts assets. Policyholders’ account balances were $146.45 billion and the liability for market risk benefits was $8.82 billion. Net cash from operating activities was $1.14 billion, while investing used $5.12 billion and financing provided $8.70 billion.

The company outlined an all‑stock merger with Corebridge Financial through a new holding‑company structure, with stockholders of both firms approving required proposals on July 30, 2026; closing is expected by year‑end 2026, subject to regulatory approvals. It also described a 2025 reinsurance transaction with RGA that ceded 75% of certain individual life and Closed Block liabilities.

Rhea-AI Summary

Equitable Holdings, Inc. reported sharply higher profitability for the first quarter of 2026. Net income attributable to Holdings rose to $621 million, and diluted earnings per share increased to $2.14 from $0.16 a year earlier, even as total revenues eased to $4.23 billion from $4.58 billion.

Total assets were $310.4 billion and total equity was $1.86 billion as of March 31, 2026. Cash and cash equivalents stood at $9.9 billion. The company also highlights an agreement for an all‑stock merger with Corebridge Financial, expected to close by the end of 2026, subject to shareholder and regulatory approvals.

Rhea-AI Summary

Equitable Holdings reported a sharp swing to loss in its latest quarter. For the first nine months of 2025, net income was a loss of $1,348 million, compared with profit of $788 million a year earlier, and net loss attributable to Holdings was $1,595 million. The biggest driver was a large life reinsurance deal with RGA: the company ceded a 75% quota share of in-force individual life and Closed Block business, transferred $11.6 billion of assets and booked a $1.1 billion loss in investment gains (losses), net.

Equitable also recorded a $499 million loss from novating certain legacy variable annuity policies, reflecting reductions in market risk benefit assets and liabilities. Despite these hits, operating cash flow was positive at $868 million and cash and cash equivalents more than doubled to $13,604 million at September 30, 2025. Total equity fell to $1,604 million from $3,423 million, pressured by losses, preferred share redemptions and significant buybacks, partly offset by a $2,538 million improvement in other comprehensive income.

The company continued reshaping its asset management exposure, completing a tender offer for 19.7 million AB Holding units for $758 million, which helped lift its economic interest in AllianceBernstein from about 62% to about 69%.

Rhea-AI Summary

Equitable Holdings, Inc. reported consolidated assets of $303,088 million and total investments of $121,798 million at June 30, 2025, up from $295,727 million and $116,441 million at year-end 2024. Cash and cash equivalents increased materially to $14,957 million from $6,964 million, reflecting strong policyholder deposits and financing activity.

The quarter produced a net loss of $283 million and a loss attributable to Holdings of $349 million, driven principally by large net derivative losses of $1,374 million. Net investment income was $1,355 million for the quarter and $2,603 million for the six months. The company recorded a $499 million pre-tax loss and a $263 million pre-tax increase in AOCI related to the novation of certain legacy variable annuity policies in Q1 2025. Strategic actions included a $758 million purchase of 19.7 million AB Holding units, raising economic interest in AB to ~68.6%, and completion of the RGA reinsurance transaction (closed July 31, 2025).