Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through four segments: Individual Retirement, Group Retirement, Investment Management and Research, and Protection Solutions. The Individual Retirement segment offers a suite of variable annuity products primarily to affluent and high net worth individuals. The Group Retirement segment provides tax-deferred investment and retirement services or products to plans sponsored by educational entities, municipalities, and not-for-profit entities, as well as small and medium-sized businesses. The Investment Management and Research segment offers diversified investment management, research, and related solutions to a range of clients through institutional, retail, and private wealth management channels; and distributes its institutional research products and solutions. The Protection Solutions segment provides a range of variable universal life, indexed universal life, and term life products to help affluent and high net worth individuals, as well as small and medium-sized business owners; and a suite of life, short- and long-term disability, dental, and vision insurance products to small and medium-size businesses. The company was formerly known as AXA Equitable Holdings, Inc. and changed its name to Equitable Holdings, Inc. in January 2020. Equitable Holdings, Inc. was founded in 1859 and is based in New York, New York.
IPO Year: 2018
Exchange: NYSE
Website: equitableholdings.com
| Date | Price Target | Rating | Analyst |
|---|---|---|---|
| 4/2/2025 | $77.00 | Neutral → Buy | UBS |
| 1/23/2025 | $70.00 | Outperform | BMO Capital Markets |
| 1/10/2025 | $47.00 → $58.00 | Hold → Buy | Deutsche Bank |
| 12/9/2024 | $54.00 → $58.00 | Mkt Perform → Outperform | Keefe Bruyette |
| 9/5/2024 | $59.00 | Overweight | Barclays |
| 6/18/2024 | $40.00 → $43.00 | Buy → Neutral | UBS |
| 1/3/2024 | $35.00 → $36.00 | Overweight → Neutral | JP Morgan |
| 12/11/2023 | $28.00 → $37.00 | Hold → Buy | Jefferies |
| 12/5/2023 | $34.00 | Outperform → Mkt Perform | Keefe Bruyette |
| 10/5/2023 | $31.00 | Hold | Deutsche Bank |
4 - Equitable Holdings, Inc. (0001333986) (Issuer)
4 - Equitable Holdings, Inc. (0001333986) (Issuer)
4 - Equitable Holdings, Inc. (0001333986) (Issuer)
4 - Equitable Holdings, Inc. (0001333986) (Issuer)
4 - Equitable Holdings, Inc. (0001333986) (Issuer)
4 - Equitable Holdings, Inc. (0001333986) (Issuer)
4 - Equitable Holdings, Inc. (0001333986) (Issuer)
4 - Equitable Holdings, Inc. (0001333986) (Issuer)
4 - Equitable Holdings, Inc. (0001333986) (Issuer)
4 - Equitable Holdings, Inc. (0001333986) (Issuer)
Seasoned leader with 25 years of marketing expertise to help accelerate company's growth strategy Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced the appointment of Greg Boosin as Chief Marketing Officer. He will report to Nick Lane, President of Equitable, and join the company's Operating Committee. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20250623067765/en/Greg Boosin, Chief Marketing Officer of Equitable "Greg is a dynamic and proven marketing leader in the financial services industry, with experience delivering measurable go-to-market
Equitable Holdings, Inc. (NYSE:EQH) today announced the appointment of Douglas Dachille as an independent member of its Board of Directors, effective immediately. Mr. Dachille has amassed a distinguished career across three decades with proven expertise in the most strategic matters facing the insurance, banking and asset management industries. This includes leading complex corporate transactions, understanding capital markets and designing innovative investment solutions to meet insurance liabilities. "On behalf of the Board of Directors, I am delighted to welcome Doug Dachille to Equitable Holdings," said Joan Lamm-Tennant, Chair of the Equitable Holdings Board of Directors. "His expe
Industry veteran, Jim Kais, named Head of Group Retirement; succeeds Jessica Baehr, who was appointed President of Equitable Investment Management Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE:EQH), today announced the appointment of Jim Kais as the Head of its Group Retirement business, effective April 1, 2024. Kais will report to Nick Lane, President of Equitable, and join the company's Operating Committee. Kais succeeds Jessica Baehr, who was recently named President of Equitable Investment Management.1 "With nearly three decades of experience, Jim is a proven and respected leader in the retirement industry with a stron
Equitable Holdings, Inc. (NYSE:EQH) announced today that S&P Dow Jones Indices will be adding the Company to the S&P MidCap 400 Index, effective with the start of trading on Monday, December 18, 2023. "After five years as an independent listed company, we are pleased to now be included in this prestigious index, which we believe will increase our visibility and exposure to a broader investor base," said Mark Pearson, President and Chief Executive Officer. "We see significant opportunity ahead for growth, underscored by favorable demographic trends, as we continue to meet our clients' needs for advice, retirement income and asset management." About S&P Dow Jones Indices S&P Dow Jones I
NEW YORK, Dec. 1, 2023 /PRNewswire/ -- S&P Dow Jones Indices ("S&P DJI") will make the following changes to the S&P 500, S&P MidCap 400, and S&P SmallCap 600 indices effective prior to the open of trading on Monday, December 18, to coincide with the quarterly rebalance. The changes ensure each index is more representative of its market capitalization range. All companies being added to the S&P 500 are more representative of the large-cap market space, all companies being added to the S&P MidCap 400 are more representative of the mid-cap market space, and all companies being added to the S&P SmallCap 600 are more representative of the small-cap market space. The companies being removed from t
Leading research analyst joins from AllianceBernstein subsidiary Autonomous Research Equitable Holdings, Inc. (NYSE:EQH) today announced the appointment of Erik Bass as Head of Investor Relations, effective immediately. Bass will report to Robin M. Raju, Chief Financial Officer for Equitable Holdings, and serve on the company's Operating Committee. In this role, Bass will be responsible for communicating the company's strategy and financial performance as well as maintaining and expanding relationships with the investor and analyst communities. Bass joins the company after his seven-year tenure with AllianceBernstein's sell-side research subsidiary, Autonomous Research, where he served
Equitable Holdings ((EQH), a financial services holding company comprised of two complementary and well-established principal franchises, Equitable and AllianceBernstein, today announced the appointment of Arlene Isaacs-Lowe as an independent member of its Board of Directors, effective immediately. With a career spanning more than three decades, Ms. Isaacs-Lowe has amassed a global reputation for driving growth and profitability for major firms throughout the financial services sector and integrating environmental, social and governance strategies into company culture. "On behalf of the Board of Directors, I would like to extend Arlene a warm welcome to Equitable Holdings," said Joan Lamm
Equitable Holdings, Inc. ((EQH), a financial services holding company comprised of two complementary and well-established principal franchises, Equitable and AllianceBernstein, today announced the appointment of Craig MacKay as an independent member of its Board of Directors, effective immediately. Mr. MacKay is a leading investment banking executive with over 30 years of experience in private finance spanning business services, communications and media, energy, financial services, healthcare, heavy industry, retail, technology and transportation. "On behalf of the Board of Directors, I am pleased to welcome Craig MacKay to Equitable Holdings," said Joan Lamm-Tennant, Chair of the Equitab
Equitable Holdings Board Director since January 2020, Lamm-Tennant brings significant industry, corporate governance and risk management expertise Equitable Holdings, Inc. (NYSE:EQH), a leading financial services company comprised of principal franchises Equitable and AllianceBernstein, today announced the appointment of Joan Lamm-Tennant as independent Chair of the Equitable Holdings Board of Directors, effective immediately. In addition, Ms. Lamm-Tennant was elected to the AllianceBernstein Board of Directors and appointed as independent Chair, effective immediately. Ms. Lamm-Tennant has been a Director of the Equitable Holdings Board since January 2020, serving as a member of its Audit
NEW YORK--(BUSINESS WIRE)--Equitable Holdings, Inc. (NYSE:EQH), the financial services holding company comprised of Equitable and AllianceBernstein, today announced the appointment of Robin M. Raju to Chief Financial Officer, effective April 1, pending approval from the Equitable Holdings Board of Directors. Raju will report to Mark Pearson, President and Chief Executive Officer of Equitable Holdings, and continue to serve on the company’s Management Committee. “Robin has been at the core of our pivotal moments as an independent organization, helping to grow our business, manage our capital and enhance our risk framework. I have every confidence that, as CFO, Robin will continue to
UBS upgraded Equitable Holdings from Neutral to Buy and set a new price target of $77.00
BMO Capital Markets initiated coverage of Equitable Holdings with a rating of Outperform and set a new price target of $70.00
Deutsche Bank upgraded Equitable Holdings from Hold to Buy and set a new price target of $58.00 from $47.00 previously
Keefe Bruyette upgraded Equitable Holdings from Mkt Perform to Outperform and set a new price target of $58.00 from $54.00 previously
Barclays initiated coverage of Equitable Holdings with a rating of Overweight and set a new price target of $59.00
UBS downgraded Equitable Holdings from Buy to Neutral and set a new price target of $43.00 from $40.00 previously
JP Morgan downgraded Equitable Holdings from Overweight to Neutral and set a new price target of $36.00 from $35.00 previously
Jefferies upgraded Equitable Holdings from Hold to Buy and set a new price target of $37.00 from $28.00 previously
Keefe Bruyette downgraded Equitable Holdings from Outperform to Mkt Perform and set a new price target of $34.00
Deutsche Bank initiated coverage of Equitable Holdings with a rating of Hold and set a new price target of $31.00
Seasoned leader with 25 years of marketing expertise to help accelerate company's growth strategy Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced the appointment of Greg Boosin as Chief Marketing Officer. He will report to Nick Lane, President of Equitable, and join the company's Operating Committee. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20250623067765/en/Greg Boosin, Chief Marketing Officer of Equitable "Greg is a dynamic and proven marketing leader in the financial services industry, with experience delivering measurable go-to-market
Equitable Holdings, Inc. (the "Company") (NYSE:EQH), the leading financial services holding company of Equitable, AllianceBernstein and Equitable Advisors, announced today that Robin Raju, Chief Financial Officer of Equitable Holdings, will participate in a fireside chat at the 2025 Morgan Stanley US Financials Conference on Wednesday, June 11, 2025 at 11:25 a.m. ET. A live audio webcast will be accessible on the Equitable Holdings Investor Relations website at ir.equitableholdings.com. Please log on to the webcast at least 15 minutes prior to the event to download and install any necessary software. A replay will be made available on the Investor Relations website shortly following the c
Equitable Holdings, Inc. (NYSE:EQH), the leading financial services holding company of Equitable, AllianceBernstein and Equitable Advisors, announced today that its Board of Directors has declared a quarterly cash dividend of $0.27 per share of common stock. The dividend on the common stock will be payable June 9, 2025, to shareholders of record at the close of business on June 2, 2025. The Company's board also declared the following cash dividends: Quarterly dividend of $328.125 per share on Series A 5.25% Non-Cumulative Perpetual Preferred Stock, with a liquidation preference of $25,000 per share, which are represented by depositary shares (NYSE:EQH), each representing a 1/1,000th inte
Positive net flows of $1.6 billion in Retirement1, $2.0 billion in Wealth Management and $2.4 billion in Asset Management Net income of $63 million, or $0.16 per share Non-GAAP operating earnings2 of $421 million, or $1.30 per share; adjusting for notable items3, Non-GAAP operating earnings of $434 million, or $1.35 per share Returned $335 million to shareholders in the first quarter, and on April 1st acquired approximately $760 million of AllianceBernstein Holding units Robust balance sheet with c.425% combined NAIC RBC ratio and $1.1 billion of Holding Company liquidity Life reinsurance transaction with RGA on track to close mid-2025, freeing over $2 billion of capital and redu
Partnership with Leading Insurers Helps Turbocharge Company's Continued Growth NEW YORK, April 15, 2025 /PRNewswire/ -- Octane® (Octane Lending, Inc.®), the fintech revolutionizing the buying experience for major recreational purchases, announced today that it has executed an up to $700 million forward-flow facility. New York Life, the largest1 mutual life insurance company in the United States, was the Loan Arranger and lead investor along with MetLife Investment Management (MIM), the institutional asset management business of MetLife, Inc., and Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE:EQH). Truist Securities served as St
Equitable Holdings, Inc. ("Holdings") (NYSE:EQH) announced today the results of its tender offer for any and all of its 444,333 outstanding shares of depositary shares (the "Series B Depositary Shares") each representing a 1/25th interest in a share of its 4.950% Fixed Rate Reset Noncumulative Perpetual Preferred Stock, Series B (CUSIP No. 29452E AA9), par value $1.00 per share and liquidation preference $25,000 per share (equivalent to $1,000 per Series B Depositary Share) (the "Series B Preferred Stock"), which expired at 5:00 p.m., New York City time, on April 9, 2025. Based on the final count by D.F. King & Co., Inc, the tender agent for the tender offer, a total of 279,002 shares of H
Equitable Holdings, Inc. (NYSE:EQH), the leading financial services holding company of Equitable, AllianceBernstein and Equitable Advisors, today announced the final results of its cash tender offer to purchase up to 46,000,000 units ("Units") representing assignments of beneficial ownership of limited partnership interests in AllianceBernstein Holding L.P. (NYSE:AB) ("AB Holding"), at a price of $38.50 per Unit, net to the seller in cash, for an aggregate purchase price of up to approximately $1.8 billion, less any applicable tax withholding (the "Offer"), which expired at 5:00 p.m., New York City time, on April 1, 2025 (the "Expiration Time"). Based on the final count by the depositary a
Equitable Holdings, Inc. (NYSE:EQH), the leading financial services holding company of Equitable, AllianceBernstein and Equitable Advisors, today announced the preliminary results of its previously announced cash tender offer to purchase up to 46,000,000 units ("Units") representing assignments of beneficial ownership of limited partnership interests in AllianceBernstein Holding L.P. (NYSE:AB) ("AB Holding"), at a price of $38.50 per Unit, net to the seller in cash, for an aggregate purchase price of up to approximately $1.8 billion, less any applicable tax withholding (the "Offer"), which expired at 5:00 p.m., New York City time, on April 1, 2025 (the "Expiration Time"). Based on a prelim
Equitable Holdings, Inc. (NYSE:EQH), the leading financial services holding company of Equitable, AllianceBernstein and Equitable Advisors, announced today that it will release financial results for the first quarter of 2025 after the market closes on Tuesday, April 29, 2025. The company will host a conference call webcast on Wednesday, April 30, 2025 at 9:00 a.m. ET to discuss the results. The conference call webcast, along with additional earnings materials, will be accessible on the company's investor relations website at ir.equitableholdings.com. To register for the conference call, please use this link: EQH First Quarter 2025 Earnings Call After registering, you will receive an emai
Equitable Holdings, Inc. (NYSE:EQH), the leading financial services holding company of Equitable, AllianceBernstein and Equitable Advisors, today announced the extension of its previously announced cash tender offer to purchase up to 46,000,000 units ("Units") representing assignments of beneficial ownership of limited partnership interests in AllianceBernstein Holding L.P. (NYSE:AB) ("AB Holding"), at a price of $38.50 per Unit, net to the seller in cash, for an aggregate purchase price of up to approximately $1.8 billion, less any applicable tax withholding (the "Offer"). The expiration time of the Offer has been extended from 5:00 p.m., New York City time, on March 24, 2025 to 5:00 p.m.,
Equitable Holdings, Inc. (NYSE:EQH), the leading financial services holding company of Equitable, AllianceBernstein and Equitable Advisors, announced today that its Board of Directors has declared a quarterly cash dividend of $0.27 per share of common stock. The dividend on the common stock will be payable June 9, 2025, to shareholders of record at the close of business on June 2, 2025. The Company's board also declared the following cash dividends: Quarterly dividend of $328.125 per share on Series A 5.25% Non-Cumulative Perpetual Preferred Stock, with a liquidation preference of $25,000 per share, which are represented by depositary shares (NYSE:EQH), each representing a 1/1,000th inte
Positive net flows of $1.6 billion in Retirement1, $2.0 billion in Wealth Management and $2.4 billion in Asset Management Net income of $63 million, or $0.16 per share Non-GAAP operating earnings2 of $421 million, or $1.30 per share; adjusting for notable items3, Non-GAAP operating earnings of $434 million, or $1.35 per share Returned $335 million to shareholders in the first quarter, and on April 1st acquired approximately $760 million of AllianceBernstein Holding units Robust balance sheet with c.425% combined NAIC RBC ratio and $1.1 billion of Holding Company liquidity Life reinsurance transaction with RGA on track to close mid-2025, freeing over $2 billion of capital and redu
Equitable Holdings, Inc. ("Holdings") (NYSE:EQH) announced today the results of its tender offer for any and all of its 444,333 outstanding shares of depositary shares (the "Series B Depositary Shares") each representing a 1/25th interest in a share of its 4.950% Fixed Rate Reset Noncumulative Perpetual Preferred Stock, Series B (CUSIP No. 29452E AA9), par value $1.00 per share and liquidation preference $25,000 per share (equivalent to $1,000 per Series B Depositary Share) (the "Series B Preferred Stock"), which expired at 5:00 p.m., New York City time, on April 9, 2025. Based on the final count by D.F. King & Co., Inc, the tender agent for the tender offer, a total of 279,002 shares of H
Equitable Holdings, Inc. (NYSE:EQH), the leading financial services holding company of Equitable, AllianceBernstein and Equitable Advisors, announced today that it will release financial results for the first quarter of 2025 after the market closes on Tuesday, April 29, 2025. The company will host a conference call webcast on Wednesday, April 30, 2025 at 9:00 a.m. ET to discuss the results. The conference call webcast, along with additional earnings materials, will be accessible on the company's investor relations website at ir.equitableholdings.com. To register for the conference call, please use this link: EQH First Quarter 2025 Earnings Call After registering, you will receive an emai
Holders whose Series B Depositary Shares are accepted for purchase will receive $1,000 per share, plus an amount equal to accrued, unpaid and undeclared dividends. Equitable Holdings, Inc. ("Holdings") (NYSE:EQH) announced today a tender offer for any and all of its 444,333 outstanding shares of depositary shares (the "Series B Depositary Shares") each representing a 1/25th interest in a share of its 4.950% Fixed Rate Reset Noncumulative Perpetual Preferred Stock, Series B (CUSIP No. 29452E AA9), par value $1.00 per share and liquidation preference $25,000 per share (equivalent to $1,000 per Series B Depositary Share) (the "Series B Preferred Stock"). The tender offer is being made solel
Transaction will free over $2 billion of deployable capital Capital will be redeployed for incremental share repurchases and to increase Equitable Holdings' ownership stake in AllianceBernstein ("AB") Increases the percentage of earnings and cash flow from asset and wealth management businesses Equitable Holdings, Inc. (NYSE:EQH), the leading financial services holding company of Equitable, AllianceBernstein and Equitable Advisors, announced today that certain of its insurance company subsidiaries1 have entered into an agreement with RGA Reinsurance Company ("RGA") to reinsure 75% of the Company's in-force individual life insurance block (the "Block") on a pro-rata basis. The transact
Reinsurance Group of America, Incorporated (NYSE:RGA), a leading global life and health reinsurer, today announced it has entered into an agreement with Equitable Holdings, Inc. (NYSE:EQH, "Equitable")) to reinsure a diversified block of life insurance products and expand their strategic partnership. RGA to reinsure $32 billion of a diversified mix of life insurance products RGA expects to deploy $1.5 billion of capital at closing into this reinsurance transaction Priced with attractive returns within RGA's target range Expected to meaningfully contribute to adjusted operating EPS Broadens RGA's relationship with Equitable across underwriting, product development, distributio
Equitable Holdings, Inc. (NYSE:EQH), the leading financial services holding company of Equitable, AllianceBernstein and Equitable Advisors, announced today that its Board of Directors has declared a quarterly cash dividend of $0.24 per share of common stock. The dividend on the common stock will be payable March 12, 2025, to shareholders of record at the close of business on March 5, 2025. The Company's board also declared the following cash dividends: Quarterly dividend of $328.125 per share on Series A 5.25% Non-Cumulative Perpetual Preferred Stock, with a liquidation preference of $25,000 per share, which are represented by depositary shares (NYSE:EQH), each representing a 1/1,000th
Robust growth momentum with record full year net inflows of $7.1 billion in Retirement1, $4.0 billion in Wealth Management and active net inflows of $4.3 billion in Asset Management Full year Net income of $1.3 billion, or $3.78 per share; fourth quarter Net income of $899 million, or $2.76 per share Non-GAAP operating earnings2 of $2.0 billion, or $5.93 per share for the full year and $522 million, or $1.57 per share, for the fourth quarter 2024. Adjusting for notable items3, Non-GAAP operating earnings of $2.1 billion, or $6.18 per share, for the full year and $549 million, or $1.65 per share, for the fourth quarter 2024 Cash generation of $1.5 billion in 2024, expected to incre
Equitable Holdings, Inc. (NYSE:EQH), the leading financial services holding company of Equitable, AllianceBernstein and Equitable Advisors, announced today that it will release financial results for the full year and fourth quarter of 2024 after the market closes on Wednesday, February 5, 2025. The company will host a conference call webcast on Thursday, February 6, 2025 at 10:00 a.m. ET to discuss the results. The conference call webcast, along with additional earnings materials, will be accessible on the company's investor relations website at ir.equitableholdings.com. To register for the conference call, please use this link: EQH Full Year and Fourth Quarter 2024 Earnings Call Afte
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