Equitable Holdings, Inc. (EQH)

Equitable Holdings' stock has been impacted by several events in the past six months. The company held earnings calls for Q1, Q2 and Q3 2025, declared common and preferred stock dividends in May, July, and November 2025, and closed a reinsurance transaction with RGA in July 2025. Equitable Holdings announced and completed cash tender offers for certain of its debt securities and units of AllianceBernstein Holding in April and September 2025. Nick Chan was appointed Head of M&A, and Kurt Meyers was appointed Chief Legal Officer and Corporate Secretary in October 2025. The Third Quarter 2025 results included a significant net loss of $1.3 billion, primarily attributed to a one-time hit from the life reinsurance transaction. Analysts have given EQH a "Moderate Buy" consensus rating with an average price target of $64.18.

Equitable Holdings' products and services, particularly within its Retirement and Wealth Management segments, experience some seasonality in revenues and expenses. The banking and financial services industry often exhibits seasonal trends. Demand for loans typically sees an increase in spring and summer, peaking around August or September, and then declines to lows in December, January, and February.

Equitable Holdings, Inc. (EQH) is a financial services company based in New York, providing retirement and protection solutions through its subsidiary, Equitable Financial Life Insurance Company. The company operates within the Financials sector, offering variable annuities, investment advice, financial planning, employee benefits, and life insurance products. It also includes AllianceBernstein, a global investment management firm.

Equitable Holdings, Inc. primarily serves clients across the United States and is headquartered in New York. Through its subsidiary AllianceBernstein, the company also maintains a global distribution footprint for its asset management services.

Equitable Holdings maintains a reputation as a leading financial services company in the U.S. The company is recognized for its competitive products, premier distribution platform, and investment expertise, positioning it as a leading provider of retirement, wealth, and asset management solutions. Analysts generally hold a positive view, with a consensus rating of "Moderate Buy" for the stock. Recent news sentiment has been generally positive or neutral. While the company reported a significant net loss in Q3 2025, this was largely attributed to a one-time life reinsurance transaction, and the underlying business momentum was described as strong.

Equitable Holdings is predominantly owned by institutional shareholders, who hold approximately 92.70% to 95.04% of the company's stock. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., Canada Pension Plan Investment Board, Price T Rowe Associates Inc /Md/, Wellington Management Group Llp, and State Street Corp. Insiders own about 1.10% to 16.02% of the stock, with AXA being the largest individual shareholder, owning 44.16 million shares representing 15.41% of the company. Retail investors hold approximately 0.00% to 17.40% of the shares.