Quantisnow Logo
Dashboard

Amendment: SEC Form SC 13G/A filed by Equitable Holdings Inc.

$EQH
Specialty Insurers
Finance
Get the next $EQH alert in real time by email
SC 13G/A 1 eqh13gasep24.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 6) EQUITABLE HOLDINGS INC (Name of Issuer) COMMON STOCK (Title of Class of Securities) 29452E101 (CUSIP NUMBER) September 30, 2024 (Date of Event which Requires Filing of Statement) Check the appropriate box to designate the Rule pursuant to which this Schedule is filed: [x] Rule 13d - 1(b) Rule 13d - 1(c) Rule 13d - 1(d) 1. Name of Reporting Person T. ROWE PRICE ASSOCIATES, INC. 52-0556948 2. Check the Appropriate Box if a Member of a Group NOT APPLICABLE 3. SEC Use Only 4. Citizenship or Place of Organization Maryland Number of Shares Beneficially Owned by Each Reporting Person With 5. Sole Voting Power* 19,381,175 6. Shared Voting Power* 0 7. Sole Dispositive Power* 20,810,719 8. Shared Dispositive Power 0 9. Aggregate Amount Beneficially Owned by Each Reporting Person 20,810,769 10. Check Box if the Aggregate Amount in Row (9) Excludes Certain Shares NOT APPLICABLE 11. Percent of Class Represented by Amount in Row 9 6.6% 12. Type of Reporting Person IA *Any shares reported in Items 5 and 6 are also reported in Item 7. Item 1(a) Name of Issuer: EQUITABLE HOLDINGS INC Item 1(b) Address of Issuer's Principal Executive Offices: 1345 AVENUE OF THE AMERICAS, NEW YORK, NEW YORK 10105 Item 2(a) Name of Person(s) Filing: (1) T. ROWE PRICE ASSOCIATES, INC. (Price Associates) Item 2(b) Address of Principal Business Office: 100 E. Pratt Street, Baltimore, MD 21202 Item 2(c) Citizenship or Place of Organization: (1) Maryland Item 2(d) Title of Class of Securities: COMMON STOCK Item 2(e) Cusip Number: 29452E101 Item 3: The person filing this Schedule 13G is an: X Investment Adviser registered under Section 203 of the Investment Advisers Act of 1940 Item 4: Reference is made to Items 5-11 on the preceding pages of this Schedule 13G. Item 5: Ownership of Five Percent or Less of a Class Not Applicable Item 6: Ownership of More than Five Percent on Behalf of Another Person (1) Price Associates does not serve as custodian of the assets of any of its clients; accordingly, in each instance only the client or the client's custodian or trustee bank has the right to receive dividends paid with respect to, and proceeds from the sale of, such securities. The ultimate power to direct the receipt of dividends paid with respect to, and the proceeds from the sale of, such securities, is vested in the individual and institutional clients which Price Associates serves as investment adviser. Any and all discretionary authority which has been delegated to Price Associates may be revoked in whole or in part at any time. Except as may be indicated if this is a joint filing with one of the registered investment companies sponsored by Price Associates which it also serves as investment adviser ("T. Rowe Price Funds"), not more than 5% of the class of such securities is owned by any one client subject to the investment advice of Price Associates. Item 7: Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on By the Parent Holding Company. Not Applicable Item 8: Identification and Classification of Members of the Group Not Applicable Item 9: Notice of Dissolution of Group Not Applicable Item 10: Certification By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect. T. Rowe Price Associates, Inc. hereby declares and affirms that the filing of Schedule 13G shall not be construed as an admission that Price Associates is the beneficial owner of the securities referred to, which beneficial ownership is expressly denied. Signature. After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct. T. ROWE PRICE ASSOCIATES, INC. Date: November 14, 2024 Signature: /s/ Ellen York Name & Title: Ellen York, Vice President 09/30/2024
Get the next $EQH alert in real time by email

Chat with this insight

Save time and jump to the most important pieces.

Recent Analyst Ratings for
$EQH

DatePrice TargetRatingAnalyst
1/23/2025$70.00Outperform
BMO Capital Markets
1/10/2025$47.00 → $58.00Hold → Buy
Deutsche Bank
12/9/2024$54.00 → $58.00Mkt Perform → Outperform
Keefe Bruyette
9/5/2024$59.00Overweight
Barclays
6/18/2024$40.00 → $43.00Buy → Neutral
UBS
1/3/2024$35.00 → $36.00Overweight → Neutral
JP Morgan
12/11/2023$28.00 → $37.00Hold → Buy
Jefferies
12/5/2023$34.00Outperform → Mkt Perform
Keefe Bruyette
More analyst ratings

$EQH
 Press Releases

Fastest customizable press release news feed in the world

See more

  • Equitable Holdings Announces Extension of Cash Tender Offer for Up to 46,000,000 Units of AllianceBernstein Holding

    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.,

    $AB
    $EQH
    Investment Managers
    Finance
    Specialty Insurers

  • Equitable Holdings, Inc. Announces Tender Offer for Any and All of Its Series B Depositary Shares

    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

    $EQH
    Specialty Insurers
    Finance

  • Equitable Survey Finds 80% of Americans Concerned About Affordability, Regardless of Income Level

    Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced new findings from its quarterly survey of 1,000 consumers to help uncover the latest financial trends that are top of mind for Americans. The survey revealed that 80% of Americans — regardless of their income level — are worried about the affordability of everyday living costs. As a result, nearly half of survey respondents intend to change their financial habits in 2025 to help reduce their financial stress, feel more in control of their finances and improve their overall financial security. Among those aiming to change their financial habits, a majority

    $EQH
    Specialty Insurers
    Finance

$EQH
 Analyst Ratings

Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

See more

$EQH
 Insider Purchases

Insider purchases reveal critical bullish sentiment about the company from key stakeholders. See them live in this feed.

See more

$EQH
 Insider Trading

Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

See more

$EQH
 SEC Filings

See more

$EQH
 Leadership Updates

Live Leadership Updates

See more

  • Equitable Holdings Appoints Douglas Dachille to the Board of Directors

    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

    $EQH
    Specialty Insurers
    Finance

  • Equitable Announces New Leadership Appointments

    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

    $EQH
    Specialty Insurers
    Finance

  • Equitable Holdings to Join the S&P MidCap 400 Index

    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

    $EQH
    Specialty Insurers
    Finance

$EQH
 Financials

Live finance-specific insights

See more

  • Equitable Holdings, Inc. Announces Tender Offer for Any and All of Its Series B Depositary Shares

    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

    $EQH
    Specialty Insurers
    Finance

  • Equitable Holdings Reinsures 75% of its Individual Life Block with RGA, Enhancing Focus on Growth in Retirement, Asset Management, and Wealth Management

    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

    $EQH
    Specialty Insurers
    Finance

  • RGA Announces Reinsurance Transaction with Equitable Holdings

    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

    $EQH
    $RGA
    Specialty Insurers
    Finance
    Life Insurance

$EQH
 Large Ownership Changes

This live feed shows all institutional transactions in real time.

See more