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. officer William James Eckert IV, Chief Accounting Officer, reported a sale of 947 shares of common stock on 2026-08-10. The shares were sold at $52.875 per share. Following this transaction, he directly held 8,419.4556 shares, and this total includes RSUs. The transaction is described as a sale in an open market or private transaction and the filing indicates it was not made under a Rule 10b5-1 trading plan.
Equitable Holdings, Inc. director Charles G.T. Stonehill reported selling 7,500 shares of common stock on August 6, 2026. The weighted average sale price was $51.5406 per share, with individual trade prices ranging from $51.50 to $51.62. Following this sale, he directly holds 34,357 shares of Equitable Holdings common stock.
Equitable Holdings, Inc. director L. Scott Bertram reported a sale of 1,466 shares of common stock on August 6, 2026 in an open-market or private transaction. The shares were sold at a weighted average price of $51.1507, within a range of $51.03 to $51.21, leaving him with 26,465 shares held directly after the transaction.
EQH insider J. Eckert IV has filed notice of a proposed sale of 947 shares of common stock through Morgan Stanley Smith Barney LLC, with an indicated value of $50,072.63. In the prior three months, the insider sold 6,200 shares for $259,346.00 and 7,300 shares for $310,140.50, following vesting of 947 restricted shares on February 28, 2026 for services rendered.
Equitable Holdings, Inc. outlines items for its September 23, 2026 virtual annual meeting, where stockholders will vote on electing nine directors, ratifying PricewaterhouseCoopers LLP as auditor for 2026, and approving an advisory say‑on‑pay resolution. The board highlights a unanimously approved all‑stock merger of equals with Corebridge Financial, already approved by both companies’ stockholders, which will combine their businesses under a new holding company named Equitable Holdings, Inc.
For 2025, the company reports net income of $1.4 billion, Non‑GAAP Operating Earnings of $1.7 billion, and record $1.1 trillion of AUM/A, along with $1.8 billion returned to stockholders via dividends and repurchases. A landmark individual life reinsurance deal with RGA freed $2 billion of capital and cut mortality exposure by 75%, supporting higher ownership in AllianceBernstein and additional buybacks. Governance features include an independent chair, majority‑independent board and committees, a 15% stockholder special meeting right, mandatory board retirement at 75, and an executive pay program heavily weighted to performance metrics such as Non‑GAAP Operating Earnings, cash flow, Value of New Business and TSR, which received 94.3% support in the prior say‑on‑pay vote.
An affiliate of the issuer of EQH common stock has filed to sell 7,500 shares through Morgan Stanley Smith Barney LLC Executive Financial Services on the NYSE, with an aggregate market value of $386,554.50 as of 08/06/2026.
The shares to be sold originated from restricted stock vesting under registered plans, with 4,845 shares vesting on 05/20/2020 and 2,655 shares vesting on 05/19/2022.
EQH received a notice from filer L SCOTT of an intended sale of 1,466 common shares through Morgan Stanley Smith Barney LLC Executive Financial Services on or after August 6, 2026. These shares came from restricted stock vesting under a registered plan on May 21, 2025 for services rendered.
During the prior three months, L SCOTT reported sales of 2,470 shares of EQH common stock for $101,477.97 on June 4, 2026 and 5,906 shares for $251,536.54 on May 8, 2026.
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.
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.