Highest-materiality recent filing
EQH Q1 adj EPS up 25% YoY; all-stock merger with Corebridge
GAAP net income $621M ($2.14 EPS); adjusted non-GAAP EPS $1.68, up 25% YoY.
Equitable explores share repurchases prior to Corebridge merger close; may seek waiver
Equitable is exploring repurchasing its common stock before closing of pending merger with Corebridge (announced March 26, 2026).
Nippon Life enters voting and support agreement for Equitable-Corebridge merger
Nippon Life agrees to vote all its Corebridge shares in favor of the merger and against any alternative acquisition proposals.
EQH and CRBG agree to all-stock merger; EQH holders get 1.55516 HoldCo shares, own 49%
Each EQH share converts to 1.55516 HoldCo shares; each CRBG share converts to 1 HoldCo share.
Equitable Holdings FY2025 Non-GAAP op earnings $1.7B; net loss $1.4B; guides cash generation up
FY net loss $1.4B ($4.83/sh); Q4 net income $215M ($0.70).
Equitable Holdings Q3 net loss $1.3B on reinsurance charge; adjusted operating EPS up 2%
Net loss of $1.3B ($4.47/share) driven by one-time life reinsurance transaction with RGA.
Equitable Holdings announces segment reorganization; combines retirement units, moves legacy life
Effective Q3 2025, Individual Retirement and Group Retirement merged into one Retirement segment.
Equitable Holdings accepts $500M of 4.350% Senior Notes due 2028 in tender offer; prorated at 66.5%
Total $1.069B tendered; only $500M accepted due to increased Series Cap for Priority Level 1.
Equitable Holdings amends and terminates several letter of credit facilities
Amended reimbursement agreements with Commerzbank and MUFG on Aug 25, 2025, aligning terms with new revolving credit agreement.
Equitable Holdings Q2 net loss $349M; closes $2B Life reinsurance with RGA
Net loss of $349M ($1.21 per share); Non-GAAP operating earnings $352M ($1.10), adjusted $447M ($1.41) down 8% YoY.
Equitable Holdings closes $2B+ reinsurance deal with RGA for 75% of individual life block
Subsidiaries EFLIC, EFLOA, EFLA entered reinsurance agreements with RGA Reinsurance Company effective April 1, 2025.
Equitable Holdings enters $1B credit facility, terminates $1.5B prior facility
New $1 billion five-year senior unsecured revolving credit facility with a bank syndicate.
EQH stockholders approve 14.5M share increase to equity plan and governance amendments
Stockholders approved increase in shares reserved under 2019 Omnibus Incentive Plan by 14.5M to 41.7M.
Equitable Q1 2025: Non-GAAP EPS $1.30; net flows strong; RGA deal on track
Net income $63M ($0.16 EPS); Non-GAAP operating earnings $421M ($1.30 EPS); adjusted $434M ($1.35 EPS).
Equitable finalizes tender for 19.7M AB Holding Units at $38.50 each for ~$757.8M
Equitable accepted 19,682,946 Units at $38.50/Unit for aggregate cost of ~$757.8M.
Equitable Holdings accepts 19.8M AB Holding units at $38.50; cost ~$761M
Preliminary count: 19,766,878 Units tendered at $38.50/Unit, aggregate cost ~$761M.
Equitable Holdings issues $500M of 6.700% junior subordinated notes due 2055
Issued $500M aggregate principal of 6.700% Fixed-to-Fixed Reset Rate Junior Subordinated Debt Securities due 2055.
Equitable extends tender offer for up to 46M AB units to April 1; 19M preliminary tenders
Offer expiration extended from March 24, 2025 to April 1, 2025; other terms unchanged.
Equitable Holdings sells $500M of 6.700% junior subordinated notes due 2055
Entered underwriting agreement on March 12 for $500M aggregate principal of 6.700% fixed-to-fixed reset junior subordinated debt due 2055.
Over $2B value from ceding 75% of in-force individual life block on pro-rata basis to RGA.
Equitable Holdings launches $1.8B tender offer for 46M AB Holding units at $38.50/unit
$500M senior unsecured delayed-draw term loan entered to fund tender; repayment expected from RGA reinsurance proceeds in mid-2025.
Equitable Holdings FY2024 Non-GAAP operating EPS $5.93, up 29% YoY; cash generation $1.5B
Full year Net income $1.3B ($3.78 per share); Q4 Net income $899M ($2.76 per share).
Equitable Holdings elects Douglas Dachille to the Board effective Jan 15, 2025
Douglas Dachille elected as director effective January 15, 2025.
Equitable Holdings Q3 net loss $134M; operating EPS $1.53 (+34% YoY); record $1T AUM
Net loss of $134M ($0.47 loss per share); Non-GAAP operating earnings $501M ($1.53/share).
Equitable Holdings Q2 2024 Non-GAAP Op EPS $1.52, up 20% YoY; record AUM $986B
Net income $428M ($1.23 EPS); Non-GAAP op earnings $494M ($1.43 EPS); adj for notable items $525M ($1.52 EPS).
Equitable Holdings extends reimbursement agreement maturities with Commerzbank and Helaba
Commerzbank Amendment prolongs Commitment Termination Date to 12 years from June 20, 2024.
Equitable upsizes tender offer to $569M, issues $600M P-Caps
Tender offer max purchase price increased to $569M from $500M; $1.076B total tendered across three debt series.
Equitable Holdings issues $600M of 2054 P-Caps via Pine Street Trust III, dissolves Trust I
Issued $600M of 6.223% Senior Notes due 2054 contingency via Trust III P-Caps (2054 P-Caps).
All nine director nominees elected; Mark Pearson received 293.7M for votes, Joan Lamm-Tennant 254.4M.
Equitable Holdings Q1 2024 non-GAAP EPS $1.43, up 49% YoY; net inflows $1.5B in Retirement
Non-GAAP operating earnings of $490M ($1.43/sh), up 49% vs prior year; adjusted non-GAAP EPS of $1.43.
Effective January 15, 2025, the Board of Directors (the “Board”) of Equitable Holdings, Inc. (the “Company”) elected Douglas Dachille as a director of the Company.
Max materiality 0.90 · Median 0.65 · Most common event earnings