earnings
confidence high
sentiment positive
materiality 0.90
EQH Q1 adj EPS up 25% YoY; all-stock merger with Corebridge
Equitable Holdings, Inc.
2026-Q1 EPS reported
$2.14
revenue$4,230,000,000
- 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.