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.
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.
Vanguard Portfolio Management LLC, on behalf of itself and certain affiliates, reports beneficial ownership of 13,495,380 shares of Equitable Holdings Inc common stock. This position represents 4.94% of the class as of June 30, 2026.
Vanguard Portfolio Management has sole voting power over 51,389 shares and sole dispositive power over 13,495,380 shares, with no shared voting or dispositive power. The holdings include securities held by Vanguard funds and other client accounts over which Vanguard entities exercise voting and/or dispositive power. Vanguard states it is reporting ownership of 5 percent or less of the class and that no other single person has an interest in more than 5% of the securities reported.
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.