Every 8-K 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 8-K covers material events a company has to report between its quarterly 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.
Equitable Holdings reported second-quarter 2026 results with a GAAP net loss of $453 million, or $(1.68) per share, while generating Non-GAAP operating earnings of $488 million, or $1.70 per share (or $1.75 excluding notable items), which management states was up 24% from the prior-year quarter. Total assets under management and administration rose 10% year over year to a record $1.2 trillion, helped by net inflows of $1.7 billion in Retirement, $2.0 billion in Wealth Management and $0.8 billion in Asset Management.
Retirement operating earnings increased to $402 million on higher fee-based revenue, while Asset Management and Wealth Management earned $158 million and $63 million, respectively. The company returned $449 million to shareholders in the quarter, including dividends and share repurchases, and maintains a 2026 payout ratio target of 60–70%. Shareholders approved the planned merger with Corebridge Financial on July 30, 2026; subject to regulatory approvals, the company expects closing by year-end 2026 and describes the transaction as immediately accretive to earnings per share and cash generation, with 10%+ EPS accretion on a run-rate basis by year-end 2028.
Equitable Holdings, Inc. stockholders approved the proposed merger with Corebridge Financial, Inc. at a July 30, 2026 special meeting. Of 272,958,142 Equitable common shares outstanding as of the June 22, 2026 record date, 240,939,623 shares (about 88.27%) were represented in person or by proxy, constituting a quorum.
The Equitable Merger Agreement Proposal passed with 234,290,237 votes for, 6,368,053 against and 281,333 abstentions. A non-binding advisory proposal on potential executive compensation related to the transaction also passed, with 237,727,493 votes for and 2,770,679 against. An adjournment proposal was not needed.
In a joint announcement, Corebridge and Equitable reported that stockholders of both companies approved the merger, with preliminary support of 99.96% of Corebridge votes cast and 97.24% of Equitable votes cast in favor. The transaction remains subject to regulatory approvals and other customary closing conditions and is expected to close by year-end 2026.
Equitable Holdings, Inc. has scheduled its 2026 annual meeting of stockholders for September 23, 2026 at 12:00 p.m. Eastern Time. Stockholders of record at the close of business on August 7, 2026 will be entitled to vote at the meeting and any adjournments or postponements. The meeting location will be provided in the 2026 definitive proxy statement on Schedule 14A.
The company also updates deadlines for stockholder proposals and director nominations. Proposals seeking inclusion in the 2026 proxy statement under Rule 14a-8 must be received by the Secretary at the principal executive offices no later than August 7, 2026. Under the By-laws, other stockholder business and director nominations not included in the proxy statement must likewise be noticed in writing to the Secretary by the close of business on August 7, 2026, and must meet the detailed information requirements of Section 1.11 and applicable SEC rules; otherwise, the chair of the meeting may decline to introduce them.
Equitable Holdings reported sharply stronger first-quarter 2026 results and highlighted a planned all-stock merger with Corebridge Financial. Net income rose to $621 million, or $2.14 per share, up from $63 million a year earlier. Non-GAAP operating earnings were $472 million, or $1.62 per share, and $1.68 excluding $19 million of notable items, which management said was about a 25% year-over-year EPS increase. Total assets under management and administration reached $1.1 trillion, up 9%.
Retirement delivered $1.3 billion of net inflows and 10% growth in first-year premiums to $6.0 billion, while Wealth Management generated $2.0 billion of advisory net inflows and grew assets under administration to $131 billion. Asset Management produced operating earnings of $140 million with AUM of $838.6 billion, though segment net outflows were $7.1 billion, mainly in active equities.
The company returned $223 million to shareholders through dividends and buybacks and reaffirmed its 60–70% payout ratio target for 2026. Management reiterated 2026 goals of $1.8 billion in cash generation and over 15% growth in earnings per share. The announced Corebridge merger, targeted to close by year-end 2026 subject to approvals, is expected to be immediately accretive to EPS and cash generation and to deliver at least 10% run-rate EPS accretion by year-end 2028.
Equitable Holdings is considering repurchasing shares of its common stock before completing its pending merger with Corebridge Financial, which was announced on March 26, 2026. Any such buybacks would occur during the proxy process and remain fully at Equitable’s discretion.
The company would first need a waiver from Corebridge, because their merger agreement currently prohibits share repurchases while the deal is pending. Equitable emphasizes there is no assurance repurchases will occur, and if they do, the timing, amount, price and methods would be determined solely by the company.
The filing also includes extensive forward-looking statements language, highlighting risks that could affect both potential repurchases and completion or benefits of the proposed merger, including regulatory approvals, integration challenges, market conditions and other factors described in future SEC filings.
Equitable Holdings, Inc. entered into a Voting and Support Agreement with Nippon Life Insurance Company and Corebridge Financial, Inc. in connection with the previously announced merger agreement among Equitable, Corebridge and newly formed holding companies.
The agreement generally requires Nippon Life to vote its Covered Stock of Corebridge in favor of the merger-related proposals and to refrain from transferring that stock before Corebridge stockholders approve the merger, subject to limited exceptions. Nippon Life must also use its reasonable best efforts to secure required regulatory and governmental approvals and keep Equitable and Corebridge informed of substantive communications with regulators.
At closing, HoldCo and Nippon Life are expected to enter a new stockholder’s agreement and a new registration rights agreement, each substantially similar to existing arrangements, which will then terminate. The Voting and Support Agreement will end upon closing of the merger, termination of the merger agreement, or certain other specified events.
Equitable Holdings announced an all-stock merger with Corebridge Financial to form a new parent company that will operate under the Equitable name. Each Equitable share will be exchanged for 1.55516 shares of the new company, while each Corebridge share will receive 1.0000 share.
The combined group is valued at about $22 billion and is expected to have over 12 million customers and $1.5 trillion in assets under management and administration. After closing, Corebridge shareholders will own approximately 51% of the new company and Equitable shareholders about 49%.
The companies target more than $500 million in annual pre-tax cost synergies and expect the deal to be immediately accretive to earnings per share and cash generation, with accretion rising to over 10% by the end of 2028. Closing is expected by year-end 2026, subject to shareholder and multiple regulatory approvals.
Equitable Holdings, Inc. furnished an update that it has released its financial results for the quarter and full year ended December 31, 2025. These results are described in a press release furnished as Exhibit 99.1 and a detailed Financial Supplement furnished as Exhibit 99.2.
The company also prepared an investor presentation for its earnings call covering the same period, which is accessible via its investor relations website at the stated time. All of these materials are furnished, not filed, so they are not subject to certain Exchange Act liability provisions and are only incorporated into other filings if specifically referenced.
Equitable Holdings (EQH) filed an 8-K stating it furnished a press release announcing financial results for the quarter ended September 30, 2025. The company also furnished a detailed Financial Supplement for the same period.
The investor presentation for the quarter will be accessible on EQH’s investor relations site at 4:15 p.m. ET on November 4, 2025. Per General Instruction B.2, the materials under Items 2.02 and 7.01 are furnished, not filed. Exhibits include 99.1 (press release) and 99.2 (financial supplement).
Equitable Holdings (EQH) announced changes to how it reports its business segments following the July 31, 2025 closing of its reinsurance Transaction with RGA Reinsurance Company. Beginning in the third quarter of 2025, the company will combine its Individual Retirement and Group Retirement segments into a single Retirement segment and move its legacy business and life insurance business (previously in Protection Solutions) into Corporate and Other.
Equitable furnished an updated Financial Supplement (Exhibit 99.1) for the period ended June 30, 2025 with recast historical segment results and GAAP reconciliations. The changes affect only segment presentation and have no impact on previously reported Consolidated Financial Statements. The company cautions that recast audited financial statements may differ, perhaps materially, from Exhibit 99.1. An investor presentation (Exhibit 99.2) outlining key impacts is also furnished and will be available on October 22, 2025. The materials are furnished under Regulation FD and are not deemed filed.
Equitable Holdings, Inc. reported new information related to a previously announced cash tender offer for certain of its existing debt securities. The company disclosed that it has released early results of the tender offer and separately set the pricing terms governing the transaction.
Both developments were communicated through press releases dated September 9, 2025, which are included as exhibits and incorporated by reference. Together, these updates give investors more detail on how the cash tender offer for the company’s outstanding debt is progressing and the terms under which the company plans to repurchase those securities.
Equitable Holdings, Inc. terminated several bilateral letter of credit facilities under its February 16, 2018 reimbursement agreements with multiple banking counterparties. On Aug 21, 2025, the company ended facilities with Barclays Bank PLC, Credit Agricole Corporate and Investment Bank, JPMorgan Chase Bank, N.A., Landesbank Hessen-Thüringen Girozentrale (New York Branch), and Natixis, New York Branch. On Aug 26, 2025, the company terminated the facility with Citibank Europe PLC. The filing lists these terminations as material definitive agreement changes and includes an exhibits reference for the 8-K.
Equitable Holdings, Inc. (NYSE: EQH) filed a Form 8-K dated August 5, 2025 to furnish—not file—its second-quarter 2025 earnings materials under Item 2.02 (Results of Operations) and Item 7.01 (Reg FD).
The filing attaches:
- Exhibit 99.1: a press release announcing financial results for the quarter ended June 30, 2025
- Exhibit 99.2: a detailed Financial Supplement for the same period
- Investor presentation: available on EQH’s IR site at 4:15 p.m. ET on August 5, 2025
No quantitative metrics, guidance, or strategic commentary are included in the 8-K; investors must consult the referenced exhibits for full financial details.