Company research
Equitable Holdings, Inc.
CIK 1333986Updated Sep 26, 2026
Name history
AXA Equitable Holdings, Inc. · through Jan 10, 2020AXA AMERICA HOLDINGS, INC. · through Sep 1, 2017
EQH price & chart
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NYSE:EQH on TradingView ↗About the company
Equitable Holdings, Inc. (NYSE: EQH) is a leading financial services holding company comprised of complementary and well-established businesses, Equitable, AllianceBernstein and Equitable Advisors. Equitable Holdings has more than $1 trillion in assets under management and administration (as of 6/30/2025) and more than 5 million client relationships globally. Founded in 1859, Equitable provides retirement and protection strategies to individuals, families and small businesses. AllianceBernstein is a global investment management firm that offers diversified investment services to institutional investors, individuals and private wealth clients. Equitable Advisors, LLC (Equitable Financial Advisors in MI and TN) has 4,500 duly registered and licensed financial professionals that provide financial planning, wealth management, retirement planning, protection and risk management services to clients across the country.
In the news
Shareholder Alert: Ademi LLP investigates whether Equitable Holdings Inc. is obtaining a Fair Price for Public Shareholders ↗
Shareholder Alert: The Ademi Firm investigates whether Equitable Holdings Inc. is obtaining a Fair Price for Public Shareholders ↗
Recent filings
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · Submission of Matters to a Vote of Security Holders
Items 5.02, 5.07, 9.01
4 filing
144 filing
425 filing
144 filing
Show 5 more recent filings
Financials
FY 2025 · USDSource
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balance sheet · annual statements
| Line item | FY 2025 | FY 2024 | FY 2023 | FY 2022 |
|---|---|---|---|---|
| ASSETS | ||||
| AssetsUSD | 317,990,000,000Source | 295,866,000,000Source | 276,814,000,000Source | 253,468,000,000Source |
| Current assets: | ||||
| Cash and Cash Equivalents, at Carrying ValueUSD | 12,462,000,000Source | 6,964,000,000Source | 8,239,000,000Source | 4,281,000,000Source |
| Operating Lease, Right-of-Use AssetUSD | 631,000,000Source | 618,000,000Source | 516,000,000Source | 520,000,000Source |
| LIABILITIES AND EQUITY | ||||
| LiabilitiesUSD | 316,202,000,000Source | 292,298,000,000Source | 271,656,000,000Source | 249,615,000,000Source |
| Stockholders’ equity: | ||||
| Common Stock, Value, IssuedUSD | 5,000,000Source | 5,000,000Source | 5,000,000Source | 4,000,000Source |
| Additional Paid in CapitalUSD | 1,932,000,000Source | 2,336,000,000Source | 2,328,000,000Source | 2,299,000,000Source |
| Retained Earnings (Accumulated Deficit)USD | 8,366,000,000Source | 10,647,000,000Source | 10,243,000,000Source | 9,924,000,000Source |
| Accumulated Other Comprehensive Income (Loss), Net of TaxUSD | -6,280,000,000Source | -8,712,000,000Source | -7,777,000,000Source | -8,834,000,000Source |
| Stockholders' Equity Attributable to ParentUSD | -74,000,000Source | 1,585,000,000Source | 2,649,000,000Source | 1,658,000,000Source |
| Liabilities and EquityUSD | 317,990,000,000Source | 295,866,000,000Source | 276,814,000,000Source | 253,468,000,000Source |
| Stockholders' Equity Attributable to Noncontrolling InterestUSD | 1,540,000,000Source | 1,858,000,000Source | 1,739,000,000Source | 1,740,000,000Source |
| Additional Financial Items | ||||
| AOCI, Debt Securities, Available-for-sale, Adjustment, after TaxUSD | — | — | — | -8,142,000,000Source |
| Accumulated Other Comprehensive (Income) Loss, Defined Benefit Plan, after TaxUSD | — | — | — | 651,000,000Source |
| Long-term Debt, Excluding Current MaturitiesUSD | 3,835,000,000Source | 3,833,000,000Source | 3,820,000,000Source | 3,322,000,000Source |
| Redeemable Noncontrolling Interest, Equity, Carrying AmountUSD | 322,000,000Source | 125,000,000Source | 770,000,000Source | 455,000,000Source |
cash flow · annual statements
| Line item | FY 2025 | FY 2024 | FY 2023 | FY 2022 |
|---|---|---|---|---|
| Cash flows from operating activities: | ||||
| Net Income (Loss), Including Portion Attributable to Noncontrolling InterestUSD | -1,037,000,000Source | 1,823,000,000Source | 1,643,000,000Source | 2,026,000,000Source |
| Adjustments to reconcile net income to net cash provided by operating activities: | ||||
| Deferred Income Tax Expense (Benefit)USD | -1,048,000,000Source | 146,000,000Source | -934,000,000Source | 494,000,000Source |
| Net Cash Provided by (Used in) Operating ActivitiesUSD | 714,000,000Source | 2,006,000,000Source | -208,000,000Source | -851,000,000Source |
| Cash flows from investing activities: | ||||
| Payments to Acquire Businesses, Net of Cash AcquiredUSD | — | 0Source | 0Source | -40,000,000Source |
| Net Cash Provided by (Used in) Investing ActivitiesUSD | -10,968,000,000Source | -15,855,000,000Source | -4,851,000,000Source | -7,487,000,000Source |
| Payments for (Proceeds from) Other Investing ActivitiesUSD | 390,000,000Source | -143,000,000Source | 25,000,000Source | -80,000,000Source |
| Cash flows from financing activities: | ||||
| Payments for Repurchase of Common StockUSD | 1,450,000,000Source | 1,014,000,000Source | 919,000,000Source | 849,000,000Source |
| Net Cash Provided by (Used in) Financing ActivitiesUSD | 15,716,000,000Source | 12,441,000,000Source | 9,000,000,000Source | 7,646,000,000Source |
| Payments of Ordinary Dividends, Common StockUSD | 314,000,000Source | 302,000,000Source | 301,000,000Source | 294,000,000Source |
| Proceeds from (Payments for) Other Financing ActivitiesUSD | 5,000,000Source | -7,000,000Source | -10,000,000Source | 31,000,000Source |
| Cash, Cash Equivalents, Restricted Cash and Restricted Cash Equivalents, Period Increase (Decrease), Including Exchange Rate EffectUSD | 5,498,000,000Source | -1,428,000,000Source | 3,964,000,000Source | -748,000,000Source |
| Cash, Cash Equivalents, Restricted Cash and Restricted Cash EquivalentsUSD | 12,462,000,000Source | 6,964,000,000Source | 8,239,000,000Source | 4,281,000,000Source |
| Supplemental disclosure of cash flow information: | ||||
| Interest Paid, Excluding Capitalized Interest, Operating ActivitiesUSD | 293,000,000Source | 318,000,000Source | 344,000,000Source | 263,000,000Source |
| Income Taxes Paid, NetUSD | 576,000,000Source | -38,000,000Source | 266,000,000Source | 89,000,000Source |
| Effect of Exchange Rate on Cash, Cash Equivalents, Restricted Cash and Restricted Cash EquivalentsUSD | 36,000,000Source | -20,000,000Source | 23,000,000Source | -56,000,000Source |
| Additional Financial Items | ||||
| Share-based Payment Arrangement, ExpenseUSD | 262,000,000Source | 313,000,000Source | 294,000,000Source | 328,000,000Source |
| Capitalized Computer Software, AmortizationUSD | 35,000,000Source | 41,000,000Source | 53,000,000Source | 45,000,000Source |
| DebtSecuritiesAvailableForSaleExcludingAccruedInterestAllowanceForCreditLossNotPreviouslyRecordedUSD | 6,000,000Source | 5,000,000Source | 15,000,000Source | 0Source |
| Deferred Policy Acquisition Costs, Amortization ExpenseUSD | — | — | — | 542,000,000Source |
| Derivative, Gain (Loss) on Derivative, NetUSD | -2,055,000,000Source | -2,551,000,000Source | -2,397,000,000Source | 1,696,000,000Source |
| Equity Securities, FV-NI, Gain (Loss)USD | 11,000,000Source | 21,000,000Source | 27,000,000Source | -150,000,000Source |
| Gain (Loss) on InvestmentsUSD | -1,271,000,000Source | -51,000,000Source | -493,000,000Source | -631,000,000Source |
| Gain (Loss) on Disposition of BusinessUSD | 0Source | 135,000,000Source | 1,000,000Source | -7,000,000Source |
| Goodwill, Impairment LossUSD | 0Source | 0Source | 0Source | 0Source |
| Income Tax Expense (Benefit)USD | -156,000,000Source | 288,000,000Source | -905,000,000Source | 499,000,000Source |
| Market Risk Benefit, Change in Fair Value, Gain (Loss)USD | 417,000,000Source | 1,971,000,000Source | 1,807,000,000Source | — |
| Net Income (Loss) Attributable to ParentUSD | -1,380,000,000Source | 1,307,000,000Source | 1,302,000,000Source | 1,785,000,000Source |
| Net Income (Loss) Attributable to Noncontrolling InterestUSD | 343,000,000Source | 516,000,000Source | 341,000,000Source | 241,000,000Source |
| Net Income (Loss) Available to Common Stockholders, BasicUSD | -1,441,000,000Source | 1,227,000,000Source | 1,222,000,000Source | 1,705,000,000Source |
| Proceeds from Issuance of Long-term DebtUSD | 495,000,000Source | 0Source | 497,000,000Source | — |
income statement · annual statements
| Line item | FY 2025 | FY 2024 | FY 2023 | FY 2022 |
|---|---|---|---|---|
| Total RevenueUSD | 11,665,000,000Source | 12,437,000,000Source | 10,528,000,000Source | 14,017,000,000Source |
| Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling InterestUSD | -1,193,000,000Source | 2,111,000,000Source | 738,000,000Source | 2,525,000,000Source |
| Income Tax Expense (Benefit)USD | -156,000,000Source | 288,000,000Source | -905,000,000Source | 499,000,000Source |
| Net Income (Loss) Attributable to Noncontrolling InterestUSD | 343,000,000Source | 516,000,000Source | 341,000,000Source | 241,000,000Source |
| Net Income (Loss) Attributable to ParentUSD | -1,380,000,000Source | 1,307,000,000Source | 1,302,000,000Source | 1,785,000,000Source |
| Earnings Per Share, BasicUSD per share | -4.83Source | 3.82Source | 3.49Source | 4.52Source |
| Earnings Per Share, DilutedUSD per share | -4.83Source | 3.78Source | 3.48Source | 4.49Source |
| Weighted Average Number of Shares Outstanding, Basicshares | 298,100,000Source | 321,200,000Source | 350,100,000Source | 377,600,000Source |
| Weighted Average Number of Shares Outstanding, Dilutedshares | 298,100,000Source | 324,800,000Source | 351,600,000Source | 379,900,000Source |
| Additional Financial Items | ||||
| Benefits, Losses and ExpensesUSD | 12,858,000,000Source | 10,326,000,000Source | 9,790,000,000Source | 11,492,000,000Source |
| Capitalized Computer Software, AmortizationUSD | 35,000,000Source | 41,000,000Source | 53,000,000Source | 45,000,000Source |
| Common Stock, Dividends, Per Share, DeclaredUSD per share | 1.05Source | 0.94Source | 0.86Source | 0.78Source |
| Current Income Tax Expense (Benefit)USD | 892,000,000Source | 142,000,000Source | 29,000,000Source | 5,000,000Source |
| DebtSecuritiesAvailableForSaleExcludingAccruedInterestAllowanceForCreditLossNotPreviouslyRecordedUSD | 6,000,000Source | 5,000,000Source | 15,000,000Source | 0Source |
| DebtSecuritiesAvailableForSaleExcludingAccruedInterestAllowanceForCreditLossPeriodIncreaseDecreaseUSD | 27,000,000Source | 7,000,000Source | 70,000,000Source | 247,000,000Source |
| Deferred Policy Acquisition Costs, Amortization ExpenseUSD | — | — | — | 542,000,000Source |
| Gain (Loss) on InvestmentsUSD | -1,271,000,000Source | -51,000,000Source | -493,000,000Source | -631,000,000Source |
| Goodwill, Impairment LossUSD | 0Source | 0Source | 0Source | 0Source |
| Income (Loss) from Continuing Operations before Income Taxes, DomesticUSD | — | 1,900,000,000Source | 600,000,000Source | 2,400,000,000Source |
| Interest ExpenseUSD | — | — | 228,000,000Source | 201,000,000Source |
| InterestExpenseOperatingUSD | 224,000,000Source | 226,000,000Source | — | — |
| Labor and Related ExpenseUSD | 2,434,000,000Source | 2,441,000,000Source | 2,328,000,000Source | 2,199,000,000Source |
| Market Risk Benefit, Change in Fair Value, Gain (Loss)USD | 417,000,000Source | 1,971,000,000Source | 1,807,000,000Source | — |
| Net Income (Loss) Available to Common Stockholders, BasicUSD | -1,441,000,000Source | 1,227,000,000Source | 1,222,000,000Source | 1,705,000,000Source |
| Net Investment IncomeUSD | 5,234,000,000Source | 4,896,000,000Source | 4,320,000,000Source | 3,315,000,000Source |
| Other Cost and Expense, OperatingUSD | 2,286,000,000Source | 1,822,000,000Source | 1,898,000,000Source | 2,189,000,000Source |
| Other IncomeUSD | 1,348,000,000Source | 1,305,000,000Source | 1,014,000,000Source | 825,000,000Source |
| Preferred Stock Dividends and Other AdjustmentsUSD | 61,000,000Source | 80,000,000Source | 80,000,000Source | 80,000,000Source |
Filing attachments
d89677dex991.htm · 8-K · 2025-09-09
EX-99.1 2 d89677dex991.htm EX-99.1 EX-99.1 Exhibit 99.1 Equitable Holdings Announces Early Results of Cash Tender Offer of its Debt Securities New York, NY, September 9, 2025 - Equitable Holdings, Inc. (the “Company”) (NYSE: EQH), the leading financial services holding company of Equitable, AllianceBernstein and Equitable Advisors, today announced the early results of its previously announced cash tender offer (the “Tender Offer”) to purchase the outstanding debt securities listed in the …
Read attachment ↗d89677dex992.htm · 8-K · 2025-09-09
EX-99.2 3 d89677dex992.htm EX-99.2 EX-99.2 Exhibit 99.2 Equitable Holdings Announces Pricing Terms of Cash Tender Offer for Certain of its Debt Securities New York, NY, September 9, 2025 - Equitable Holdings, Inc. (the “Company”) (NYSE: EQH), the leading financial services holding company of Equitable, AllianceBernstein and Equitable Advisors, today announced the pricing terms for its previously announced cash tender offer (the “Tender Offer”) to purchase its outstanding 4.350% Senior Not…
Read attachment ↗d50717dex991.htm · 8-K · 2025-07-31
EX-99.1 2 d50717dex991.htm EX-99.1 EX-99.1 Exhibit 99.1 Equitable Holdings Closes Reinsurance Transaction with RGA New York, NY, July 31, 2025 - Equitable Holdings, Inc. (the “Company”) (NYSE: EQH), the leading financial services holding company of Equitable, AllianceBernstein and Equitable Advisors, announced today that certain of its insurance subsidiaries1 have successfully closed the transaction with RGA Reinsurance Company (“RGA”) to reinsure 75% of the Company’s in-force individual …
Read attachment ↗d911185dex991.htm · 8-K · 2025-04-03
EX-99.1 2 d911185dex991.htm EX-99.1 EX-99.1 Exhibit 99.1 Equitable Holdings Announces Final Results of Cash Tender Offer for Units of AllianceBernstein Holding New York, NY, April 3, 2025 - 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 limite…
Read attachment ↗d906367dex991.htm · 8-K · 2025-04-02
EX-99.1 2 d906367dex991.htm EX-99.1 EX-99.1 Exhibit 99.1 Equitable Holdings Announces Preliminary Results of Cash Tender Offer for Up to 46,000,000 Units of AllianceBernstein Holding New York, NY, April 2, 2025 - 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”) represe…
Read attachment ↗d925722dex41.htm · 8-K · 2025-03-26
EX-4.1 2 d925722dex41.htm EX-4.1 EX-4.1 Exhibit 4.1 F IRST S UPPLEMENTAL I NDENTURE between E QUITABLE H OLDINGS, I NC. and T HE B ANK OF N EW Y ORK M ELLON as Trustee Dated as of March 26, 2025 6.700% Fixed-to-Fixed Reset Rate Junior Subordinated Debt Securities due 2055 TABLE OF CONTENTS (continued) Page ARTICLE ONE DEFINITIONS …
Read attachment ↗