{"filings":[{"id":92290,"accession_number":"0001333986-26-000020","cik":1333986,"company_name":"Equitable Holdings, Inc.","ticker":"EQH","form_type":"8-K","filed_at":"2026-05-04T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"EQH Q1 adj EPS up 25% YoY; all-stock merger with Corebridge","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $621M ($2.14 EPS); adjusted non-GAAP EPS $1.68, up 25% YoY.","Retirement net inflows $1.3B, Wealth Mgmt $2.0B; Asset Mgmt outflows $7.1B.","Returned $223M to shareholders; targeting 60-70% payout ratio for 2026.","All-stock merger with Corebridge Financial announced March 26; immediately accretive.","2026 guidance: $1.8B cash generation, >15% EPS growth."],"consensus_eps_estimate":null,"consensus_eps_actual":2.14,"consensus_revenue_estimate":null,"consensus_revenue_actual":4230000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":11649271888.573727,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":92289,"accession_number":"0000950142-26-001142","cik":1333986,"company_name":"Equitable Holdings, Inc.","ticker":"EQH","form_type":"8-K","filed_at":"2026-04-16T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Equitable explores share repurchases prior to Corebridge merger close; may seek waiver","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Equitable is exploring repurchasing its common stock before closing of pending merger with Corebridge (announced March 26, 2026).","Any repurchases would require a waiver from Corebridge under the merger agreement's prohibition on share repurchases.","No assurance repurchases will occur; volume, timing, and method remain at company's discretion."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":11649271888.573727,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":92288,"accession_number":"0000950142-26-001087","cik":1333986,"company_name":"Equitable Holdings, Inc.","ticker":"EQH","form_type":"8-K","filed_at":"2026-04-08T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Nippon Life enters voting and support agreement for Equitable-Corebridge merger","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Nippon Life agrees to vote all its Corebridge shares in favor of the merger and against any alternative acquisition proposals.","Nippon Life restricted from transferring its Corebridge stock until shareholder vote or agreement termination.","Nippon Life will use reasonable best efforts to obtain regulatory approvals, including CFIUS filing within 45 business days.","Upon closing, Nippon Life and HoldCo will enter new stockholder and registration rights agreements, terminating prior agreements.","The Voting and Support Agreement terminates upon closing, merger agreement termination, or other specified events."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":11649271888.573727,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":103042,"accession_number":"0000950142-26-000871","cik":1333986,"company_name":"Equitable Holdings, Inc.","ticker":"EQH","form_type":"8-K","filed_at":"2026-03-26T23:59:59+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"EQH and CRBG agree to all-stock merger; EQH holders get 1.55516 HoldCo shares, own 49%","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Each EQH share converts to 1.55516 HoldCo shares; each CRBG share converts to 1 HoldCo share.","EQH stockholders will own ~49% and CRBG stockholders ~51% of combined HoldCo.","Mark Pearson (EQH CEO) to be Exec Chair; Marc Costantini (CRBG CEO) to be CEO; HQ in Houston.","Termination fee of $475M payable by either party under certain conditions; outside date Dec 26, 2026.","Conditions include HSR clearance, insurance regulator approvals, and consent from 75% of EQH advisory clients."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":11649271888.573727,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":103041,"accession_number":"0001333986-26-000004","cik":1333986,"company_name":"Equitable Holdings, Inc.","ticker":"EQH","form_type":"8-K","filed_at":"2026-02-04T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Equitable Holdings FY2025 Non-GAAP op earnings $1.7B; net loss $1.4B; guides cash generation up","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["FY net loss $1.4B ($4.83/sh); Q4 net income $215M ($0.70).","Non-GAAP op earnings FY $1.7B ($5.64/sh); Q4 $513M ($1.73); adjusted FY $1.9B ($6.21).","Organic cash generation 2025 $1.6B; guidance ~$1.8B in 2026, target $2B by 2027.","Reinsured 75% of individual life block to RGA, freeing $2B of capital.","Record AUM/A $1.1T; net inflows Retirement $5.9B, Wealth Mgmt $8.4B; outflows Asset Mgmt $11.3B."],"consensus_eps_estimate":null,"consensus_eps_actual":-4.83,"consensus_revenue_estimate":null,"consensus_revenue_actual":11665000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":11649271888.573727,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":119269,"accession_number":"0001333986-25-000064","cik":1333986,"company_name":"Equitable Holdings, Inc.","ticker":"EQH","form_type":"8-K","filed_at":"2025-11-04T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Equitable Holdings Q3 net loss $1.3B on reinsurance charge; adjusted operating EPS up 2%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $1.3B ($4.47/share) driven by one-time life reinsurance transaction with RGA.","Non-GAAP operating earnings $455M ($1.48/share); adjusted for notable items $510M ($1.67/share), up 2% YoY.","Net inflows: Retirement $1.1B, Wealth Management $2.2B, Asset Management $1.7B excluding reinsurance impact.","Acquiring Stifel Independent Advisors (>110 advisors, ~$9B AUM); capital deployment $1.5B including $757M buybacks/dividends.","Record AUM of $1.1T; $500M debt repayment and ~$200M allocated to growth investments."],"consensus_eps_estimate":null,"consensus_eps_actual":-5.43,"consensus_revenue_estimate":null,"consensus_revenue_actual":8388000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":11649271888.573727,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":119268,"accession_number":"0001333986-25-000059","cik":1333986,"company_name":"Equitable Holdings, Inc.","ticker":"EQH","form_type":"8-K","filed_at":"2025-10-22T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Equitable Holdings announces segment reorganization; combines retirement units, moves legacy life","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Effective Q3 2025, Individual Retirement and Group Retirement merged into one Retirement segment.","Legacy life insurance moved from Protection Solutions to Corporate and Other segment.","Historical segment results recast for June 30, 2025 in Financial Supplement (Exhibit 99.1).","No change to previously reported consolidated financial statements; recast is unaudited."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":11649271888.573727,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":135836,"accession_number":"0001193125-25-199248","cik":1333986,"company_name":"Equitable Holdings, Inc.","ticker":"EQH","form_type":"8-K","filed_at":"2025-09-09T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Equitable Holdings accepts $500M of 4.350% Senior Notes due 2028 in tender offer; prorated at 66.5%","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Total $1.069B tendered; only $500M accepted due to increased Series Cap for Priority Level 1.","Priority 2 (7.000% 2028) and Priority 3 (5.000% 2048) notes totaling $316.5M not accepted.","Total tender consideration $1,010.69 per $1,000, including $50 early tender premium.","Early settlement expected Sept 11; withdrawal deadline expired Sept 8.","Pricing: Reference yield 3.472% on 3.625% UST due Aug 2028, fixed spread 40 bps."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":11649271888.573727,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":135835,"accession_number":"0001333986-25-000052","cik":1333986,"company_name":"Equitable Holdings, Inc.","ticker":"EQH","form_type":"8-K","filed_at":"2025-08-27T23:59:59+00:00","items":["1.01","1.02","9.01"],"status":"ready","headline":"Equitable Holdings amends and terminates several letter of credit facilities","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Amended reimbursement agreements with Commerzbank and MUFG on Aug 25, 2025, aligning terms with new revolving credit agreement.","Terminated bilateral LOC facilities with Barclays, Credit Agricole, JPMorgan, Landesbank Hessen-Thüringen, Natixis on Aug 21, 2025.","Terminated Citibank Europe bilateral LOC facility on Aug 26, 2025.","Commerzbank amendment added two-year extension options for commitment termination date.","All amendments and terminations are part of capital management; no immediate financial impact disclosed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":11649271888.573727,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":135834,"accession_number":"0001333986-25-000043","cik":1333986,"company_name":"Equitable Holdings, Inc.","ticker":"EQH","form_type":"8-K","filed_at":"2025-08-05T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Equitable Holdings Q2 net loss $349M; closes $2B Life reinsurance with RGA","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $349M ($1.21 per share); Non-GAAP operating earnings $352M ($1.10), adjusted $447M ($1.41) down 8% YoY.","Closed Individual Life reinsurance with RGA on July 31, generating over $2B value, reducing mortality exposure by 75%.","Positive net flows: Retirement $1.9B, Wealth Mgmt $2.0B; active net outflows Asset Mgmt $4.8B.","Returned $318M to shareholders in Q2; combined NAIC RBC ratio over 500% after reinsurance.","CEO says earnings below expectations but growth momentum; reaffirms 2027 targets ($2B annual cash, 12-15% EPS CAGR)."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.04,"consensus_revenue_estimate":null,"consensus_revenue_actual":6938000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":11649271888.573727,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":135833,"accession_number":"0001193125-25-170531","cik":1333986,"company_name":"Equitable Holdings, Inc.","ticker":"EQH","form_type":"8-K","filed_at":"2025-07-31T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Equitable Holdings closes $2B+ reinsurance deal with RGA for 75% of individual life block","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Subsidiaries EFLIC, EFLOA, EFLA entered reinsurance agreements with RGA Reinsurance Company effective April 1, 2025.","75% quota share of in-force individual life insurance block ceded; separate accounts reinsured on modified coinsurance basis.","Transaction generates more than $2 billion of value and reduces exposure to future mortality volatility.","AllianceBernstein (affiliate) will manage about 70% of assets backing ceded policies under investment advisory agreement.","Q2 2025 earnings release scheduled for August 5, 2025, with investor call on August 6."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":11649271888.573727,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":135832,"accession_number":"0001333986-25-000038","cik":1333986,"company_name":"Equitable Holdings, Inc.","ticker":"EQH","form_type":"8-K","filed_at":"2025-07-30T23:59:59+00:00","items":["1.01","1.02","9.01"],"status":"ready","headline":"Equitable Holdings enters $1B credit facility, terminates $1.5B prior facility","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New $1 billion five-year senior unsecured revolving credit facility with a bank syndicate.","Facility includes up to $1 billion in letters of credit for subsidiary account parties.","Terminated the prior $1.5 billion revolving credit agreement dated February 16, 2018.","JPMorgan Chase Bank, N.A. appointed as administrative agent.","Agreement dated July 29, 2025; replaces earlier facility."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":11649271888.573727,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":152822,"accession_number":"0001333986-25-000023","cik":1333986,"company_name":"Equitable Holdings, Inc.","ticker":"EQH","form_type":"8-K","filed_at":"2025-05-28T23:59:59+00:00","items":["5.02","5.03","5.07","9.01"],"status":"ready","headline":"EQH stockholders approve 14.5M share increase to equity plan and governance amendments","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Stockholders approved increase in shares reserved under 2019 Omnibus Incentive Plan by 14.5M to 41.7M.","Certificate of incorporation amended to limit officer liability and grant stockholders right to call special meeting.","All 10 director nominees elected; say-on-pay advisory vote approved (94% for); future say-on-pay votes set for every year.","Stockholder proposal for special meeting right defeated with 73% against.","Ratification of PricewaterhouseCoopers as independent auditor for fiscal 2025 approved."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":11649271888.573727,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":152821,"accession_number":"0001333986-25-000015","cik":1333986,"company_name":"Equitable Holdings, Inc.","ticker":"EQH","form_type":"8-K","filed_at":"2025-04-29T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Equitable Q1 2025: Non-GAAP EPS $1.30; net flows strong; RGA deal on track","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $63M ($0.16 EPS); Non-GAAP operating earnings $421M ($1.30 EPS); adjusted $434M ($1.35 EPS).","Retirement net inflows $1.6B, Wealth Mgmt $2.0B, Asset Mgmt $2.4B; AllianceBernstein active net inflows $2.7B.","Returned $335M to shareholders; acquired ~$760M of AllianceBernstein units in April, raising ownership to ~69%.","Life reinsurance transaction with RGA on track for mid-2025 close, freeing over $2B capital.","Plans incremental $500M share repurchase post-RGA close; holdco liquidity $1.1B; RBC ratio ~425%."],"consensus_eps_estimate":null,"consensus_eps_actual":0.16,"consensus_revenue_estimate":null,"consensus_revenue_actual":4576000000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":11649271888.573727,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":152820,"accession_number":"0001193125-25-071906","cik":1333986,"company_name":"Equitable Holdings, Inc.","ticker":"EQH","form_type":"8-K","filed_at":"2025-04-03T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Equitable finalizes tender for 19.7M AB Holding Units at $38.50 each for ~$757.8M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Equitable accepted 19,682,946 Units at $38.50/Unit for aggregate cost of ~$757.8M.","Accepted Units represent ~17.8% of outstanding Units as of Dec 31, 2024.","Post-tender, Equitable holds ~68.6% economic interest in AllianceBernstein L.P.","Offer expired April 1, 2025; payment processed promptly by depositary."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":11649271888.573727,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":152819,"accession_number":"0001193125-25-070957","cik":1333986,"company_name":"Equitable Holdings, Inc.","ticker":"EQH","form_type":"8-K","filed_at":"2025-04-02T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Equitable Holdings accepts 19.8M AB Holding units at $38.50; cost ~$761M","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Preliminary count: 19,766,878 Units tendered at $38.50/Unit, aggregate cost ~$761M.","Accepted Units represent 17.9% of outstanding Units; after purchase, Equitable's economic interest in AB L.P. rises to 68.6%.","No proration; all properly tendered Units accepted. Final count subject to confirmation by depositary.","Tender offer expired April 1, 2025; payment expected after guaranteed delivery period and confirmation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":11649271888.573727,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":171633,"accession_number":"0001193125-25-064058","cik":1333986,"company_name":"Equitable Holdings, Inc.","ticker":"EQH","form_type":"8-K","filed_at":"2025-03-26T23:59:59+00:00","items":["2.03","9.01"],"status":"ready","headline":"Equitable Holdings issues $500M of 6.700% junior subordinated notes due 2055","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $500M aggregate principal of 6.700% Fixed-to-Fixed Reset Rate Junior Subordinated Debt Securities due 2055.","Securities issued on March 26, 2025 under shelf registration S-3 and prospectus supplement dated March 12, 2025.","The debt is junior subordinated and ranks behind all existing and future senior indebtedness."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":11649271888.573727,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":171632,"accession_number":"0001193125-25-062011","cik":1333986,"company_name":"Equitable Holdings, Inc.","ticker":"EQH","form_type":"8-K","filed_at":"2025-03-25T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Equitable extends tender offer for up to 46M AB units to April 1; 19M preliminary tenders","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Offer expiration extended from March 24, 2025 to April 1, 2025; other terms unchanged.","Preliminary count: 19,028,061 Units properly tendered, including 1,394,553 by guaranteed delivery.","Offer price $38.50/unit; aggregate purchase price up to ~$1.8 billion.","Equitable states it will not further extend the Expiration Time or change any terms."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":11649271888.573727,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":171631,"accession_number":"0001193125-25-053947","cik":1333986,"company_name":"Equitable Holdings, Inc.","ticker":"EQH","form_type":"8-K","filed_at":"2025-03-13T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Equitable Holdings sells $500M of 6.700% junior subordinated notes due 2055","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Entered underwriting agreement on March 12 for $500M aggregate principal of 6.700% fixed-to-fixed reset junior subordinated debt due 2055.","Expected closing March 26, 2025; net proceeds approximately $494M after expenses and underwriting discount.","Underwriters include Citigroup, Morgan Stanley, Truist Securities, and Wells Fargo Securities.","Notes registered under existing S-3 shelf registration statement (No. 333-282204) filed October 4, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":11649271888.573727,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":171630,"accession_number":"0001193125-25-032727","cik":1333986,"company_name":"Equitable Holdings, Inc.","ticker":"EQH","form_type":"8-K","filed_at":"2025-02-24T23:59:59+00:00","items":["1.01","2.03","7.01","9.01"],"status":"ready","headline":"Equitable Holdings launches $1.8B tender offer for 46M AB Holding units at $38.50/unit","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["$500M senior unsecured delayed-draw term loan entered to fund tender; repayment expected from RGA reinsurance proceeds in mid-2025.","Tender for up to 46M units (41.7% of outstanding AB Holding) at $38.50/unit, a 7.8% premium over Feb 21 closing price.","Equitable currently holds ~61.9% economic interest in AB; after max purchase, interest would rise to ~77.5%.","Offer not conditioned on financing or minimum tendered; expires March 24, 2025 unless extended.","Equitable does not own any AB Holding units directly; tender provides liquidity and increased ownership stake."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":11649271888.573727,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":171629,"accession_number":"0001193125-25-032709","cik":1333986,"company_name":"Equitable Holdings, Inc.","ticker":"EQH","form_type":"8-K","filed_at":"2025-02-24T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Equitable reinsures 75% of individual life block with RGA; frees $2B+ for AB stake increase and buybacks","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Over $2B value from ceding 75% of in-force individual life block on pro-rata basis to RGA.","Plans to redeploy capital: tender offer for up to $1.8B of AB units and $500M incremental share repurchases.","Transaction expected to close mid-2025, subject to regulatory approvals and customary conditions.","AB to continue managing ~70% of general account assets being reinsured for at least 25 years."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":11649271888.573727,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":171628,"accession_number":"0001333986-25-000007","cik":1333986,"company_name":"Equitable Holdings, Inc.","ticker":"EQH","form_type":"8-K","filed_at":"2025-02-05T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Equitable Holdings FY2024 Non-GAAP operating EPS $5.93, up 29% YoY; cash generation $1.5B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Full year Net income $1.3B ($3.78 per share); Q4 Net income $899M ($2.76 per share).","Non-GAAP operating earnings $2.0B ($5.93 per share) for FY; Q4 $522M ($1.57 per share).","Record net inflows: Retirement $7.1B, Wealth Mgmt $4.0B, Asset Mgmt active net inflows $4.3B.","Cash generation $1.5B in 2024; expected to increase to $1.6-1.7B in 2025.","Returned $1.3B to shareholders in 2024 (payout ratio 66%), in-line with 60-70% target."],"consensus_eps_estimate":null,"consensus_eps_actual":3.78,"consensus_revenue_estimate":null,"consensus_revenue_actual":12437000000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":11649271888.573727,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":171627,"accession_number":"0001333986-25-000003","cik":1333986,"company_name":"Equitable Holdings, Inc.","ticker":"EQH","form_type":"8-K","filed_at":"2025-01-15T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Equitable Holdings elects Douglas Dachille to the Board effective Jan 15, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Douglas Dachille elected as director effective January 15, 2025.","Board determined Dachille qualifies as independent under NYSE and Rule 10A-3.","Committees for Dachille have not yet been assigned by the Board.","Compensation will follow the non-employee director plan described in April 2024 proxy.","No director departures or other officer changes reported."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":11649271888.573727,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":188630,"accession_number":"0001333986-24-000030","cik":1333986,"company_name":"Equitable Holdings, Inc.","ticker":"EQH","form_type":"8-K","filed_at":"2024-11-04T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Equitable Holdings Q3 net loss $134M; operating EPS $1.53 (+34% YoY); record $1T AUM","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $134M ($0.47 loss per share); Non-GAAP operating earnings $501M ($1.53/share).","Record assets under management/administration of $1.0T, up 20% YoY.","Retirement net inflows $1.7B; Wealth Mgmt record advisory net inflows $1.9B; Asset Mgmt $1.1B.","Returned $330M to shareholders (65% payout ratio); 2024 cash generation expected at high end of $1.4-1.5B guidance.","Non-GAAP operating EPS up 34% YoY; 22% excluding notable items."],"consensus_eps_estimate":null,"consensus_eps_actual":1.08,"consensus_revenue_estimate":null,"consensus_revenue_actual":8816000000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":11649271888.573727,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":205088,"accession_number":"0001333986-24-000023","cik":1333986,"company_name":"Equitable Holdings, Inc.","ticker":"EQH","form_type":"8-K","filed_at":"2024-07-30T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Equitable Holdings Q2 2024 Non-GAAP Op EPS $1.52, up 20% YoY; record AUM $986B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $428M ($1.23 EPS); Non-GAAP op earnings $494M ($1.43 EPS); adj for notable items $525M ($1.52 EPS).","Record AUM/A of $986B; Retirement net inflows $2.3B, Wealth Mgmt $1.5B, Asset Mgmt $1.3B active net inflows.","Returned $325M to shareholders via buybacks/dividends, achieving 60-70% payout ratio target.","On track for $1.4-1.5B cash generation in 2024; target $2.0B annually by 2027. RBC ratio ~425-450%."],"consensus_eps_estimate":null,"consensus_eps_actual":1.52,"consensus_revenue_estimate":null,"consensus_revenue_actual":5740000000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":11649271888.573727,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":221973,"accession_number":"0000950170-24-077289","cik":1333986,"company_name":"Equitable Holdings, Inc.","ticker":"EQH","form_type":"8-K","filed_at":"2024-06-25T23:59:59+00:00","items":["1.01","2.03"],"status":"ready","headline":"Equitable Holdings extends reimbursement agreement maturities with Commerzbank and Helaba","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Commerzbank Amendment prolongs Commitment Termination Date to 12 years from June 20, 2024.","Helaba Amendment prolongs Commitment Termination Date to 11 years from the same effective date.","Both amendments modify the original Reimbursement Agreements dated February 16, 2018.","Agreements govern standby letters of credit or similar obligations; no principal amount or rate disclosed.","Full terms will be filed as exhibits to the Q2 2024 10-Q."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":11649271888.573727,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":221972,"accession_number":"0001193125-24-162702","cik":1333986,"company_name":"Equitable Holdings, Inc.","ticker":"EQH","form_type":"8-K","filed_at":"2024-06-17T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Equitable upsizes tender offer to $569M, issues $600M P-Caps","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Tender offer max purchase price increased to $569M from $500M; $1.076B total tendered across three debt series.","Issued $600M of 4.572% P-Caps maturing May 2054 on June 11 to partially fund tender.","Combined after-tax impact ~$10M in Q2 2024; ongoing annual impact <$1M.","Early settlement expected June 20, 2024; final expiration July 2, 2024.","Will retire $569M of debt, including $275M of 4.572% notes due 2029, $99M of 7% debentures due 2028, and $195M of 5% notes due 2048."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":11649271888.573727,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":221971,"accession_number":"0001193125-24-159243","cik":1333986,"company_name":"Equitable Holdings, Inc.","ticker":"EQH","form_type":"8-K","filed_at":"2024-06-11T23:59:59+00:00","items":["2.03"],"status":"ready","headline":"Equitable Holdings issues $600M of 2054 P-Caps via Pine Street Trust III, dissolves Trust I","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $600M of 6.223% Senior Notes due 2054 contingency via Trust III P-Caps (2054 P-Caps).","Trust I dissolved after exchanging $600M of 2029 Notes for Treasury strips; holders received notes.","Trust III P-Caps provide right to issue up to $600M senior notes at company's option over 30 years.","Facility fee of 1.779% per annum on unexercised portion; automatic exercise triggers include net worth below $3B.","Company also conducting a cash tender offer for its 2028 and 2048 senior notes (separate transaction)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":11649271888.573727,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":221970,"accession_number":"0000950170-24-063497","cik":1333986,"company_name":"Equitable Holdings, Inc.","ticker":"EQH","form_type":"8-K","filed_at":"2024-05-22T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Equitable Holdings shareholders elect nine directors, ratify auditor, approve say-on-pay at 2024 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All nine director nominees elected; Mark Pearson received 293.7M for votes, Joan Lamm-Tennant 254.4M.","Ratification of PwC as independent auditor for FY2024: 291.4M for, 12.7M against, 90.4K abstain.","Advisory vote on executive compensation passed: 282.97M for, 11.51M against, 109.9K abstain.","No other proposals or material developments."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":11649271888.573727,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":221969,"accession_number":"0001333986-24-000015","cik":1333986,"company_name":"Equitable Holdings, Inc.","ticker":"EQH","form_type":"8-K","filed_at":"2024-04-30T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Equitable Holdings Q1 2024 non-GAAP EPS $1.43, up 49% YoY; net inflows $1.5B in Retirement","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Non-GAAP operating earnings of $490M ($1.43/sh), up 49% vs prior year; adjusted non-GAAP EPS of $1.43.","Net income of $114M ($0.30/sh); Retirement premiums and deposits up 42% YoY to $1.5B net inflows.","Asset Management active net inflows of $3.7B, driven by fixed income demand in Retail and Private Wealth.","Returned $326M to shareholders in Q1; reaffirms 60-70% payout ratio and 2027 targets of $2B cash flow, 12-15% EPS growth."],"consensus_eps_estimate":null,"consensus_eps_actual":0.3,"consensus_revenue_estimate":null,"consensus_revenue_actual":2230000000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":11649271888.573727,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}