Equitable Holdings, Inc. (EQH)

Equitable Holdings and Corebridge Financial, Inc. announced a definitive agreement to combine in an all-stock merger. EQH's share price experienced a decline. Equitable Holdings announced an additional share repurchase authorization and declared common and preferred stock dividends. Equitable Holdings reported its Q4 2025 earnings. Analysts have issued various ratings, and there have been recent insider selling transactions. Multiple shareholder investigations have been initiated concerning the proposed merger with Corebridge Financial.

Equitable Holdings, Inc. stock exhibits some demand seasonality. November has been the strongest month for EQH, while March tends to be the weakest month. The overall annual average return for EQH is 15.29%.

Equitable Holdings, Inc. is a U.S.-based diversified financial services holding company operating in the Financials sector and the Asset Management and Insurance industries. The company provides long-term financial products and services to help individuals and institutions manage their retirement, investment, and protection needs. It operates through segments including Individual Retirement offering variable annuity products, Group Retirement providing tax-deferred investment and retirement services, Asset Management through AllianceBernstein Holding L.P., Protection Solutions encompassing life insurance and employee benefits, Wealth Management providing investment advisory accounts and financial planning, and Legacy consisting of capital-intensive fixed-rate guaranteed minimum withdrawal benefit business.

Equitable Holdings, Inc. is headquartered in New York, United States. Its primary insurance and retirement operations are concentrated within the United States, where it maintains a nationwide distribution footprint. Internationally, Equitable's presence is primarily driven by AllianceBernstein Holding L.P., which operates offices and investment teams across North America, Europe, Asia-Pacific, and Latin America.

Equitable Holdings' brand reputation has been influenced by its strategic activities and market presence. The company has engaged in research to understand and address the financial needs of different generations. However, the recently announced merger with Corebridge Financial has led to multiple shareholder investigations, potentially impacting public perception and introducing reputational risk.

Equitable Holdings, Inc. ownership is primarily institutional. Major institutional owners include Vanguard Group Inc, BlackRock, Inc., Canada Pension Plan Investment Board, Price T Rowe Associates Inc /md/, Capital International Investors, State Street Corp, Norges Bank, Wellington Management Group Llp, Geode Capital Management, Llc, and Thornburg Investment Management Inc. AXA is the largest individual Equitable Holdings shareholder. Insiders hold approximately 0.60% of the company's stock.