EQH Equitable Holdings, Inc.

CIK 0001333986 50 ready 8-Ks latest August 4, 2026, 4:14 PM ET RSS · JSON

Activity: NORMAL 1 filings / 30d vs 1 baseline

Ready 8-Ks 50

Latest filing August 4, 2026, 4:14 PM ET

Top materiality 0.90

Event mix earnings ×17 · other_material ×12 · debt ×10

Sentiment 16 pos · 1 neg · 33 neu

Latest earnings reported 2026-Q1

Executive change recent →

Recent 8-K filings for EQH

Highest-materiality recent filing

EQH Q1 adj EPS up 25% YoY; all-stock merger with Corebridge

May 4, 2026, 7:59 PM ET earnings materiality 0.90 positive item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

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.

Read filing →

August 4, 2026, 4:14 PM ET earnings materiality 0.75 positive item 2.02 item 7.01 item 9.01

Equitable Holdings Q2 2026 non-GAAP EPS $1.70, up 24% YoY; Corebridge merger approved, on track for year-end

Net loss of $453M ($1.68 per share); non-GAAP operating earnings $488M ($1.70 per share), adjusted $501M ($1.75 per share).
July 30, 2026, 4:30 PM ET M&A materiality 0.85 positive item 5.07 item 8.01 item 9.01

Equitable and Corebridge stockholders approve merger; ~97% and ~99.96% votes in favor respectively

Corebridge: ~99.96% of votes cast in favor, representing ~82.14% of outstanding shares.
July 21, 2026, 5:01 PM ET other material materiality 0.60 neutral item 8.01

Equitable Holdings files supplemental merger disclosures for Corebridge deal in response to shareholder lawsuits

Three shareholder lawsuits filed in July 2026 allege omissions in joint proxy statement; Equitable denies merit but voluntarily supplements.
May 4, 2026, 7:59 PM ET earnings materiality 0.90 positive item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

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.
April 8, 2026, 7:59 PM ET M&A materiality 0.70 positive item 1.01 item 9.01 ◈ Material Agreements

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.
March 26, 2026, 7:59 PM ET M&A materiality 0.90 neutral item 1.01 item 8.01 item 9.01 ◈ Material Agreements

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.
February 4, 2026, 6:59 PM ET earnings materiality 0.80 positive item 2.02 item 7.01 item 9.01

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).
November 4, 2025, 6:59 PM ET earnings materiality 0.80 neutral item 2.02 item 7.01 item 9.01

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.
September 9, 2025, 7:59 PM ET debt materiality 0.60 neutral item 8.01 item 9.01

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.
August 5, 2025, 7:59 PM ET earnings materiality 0.80 neutral item 2.02 item 7.01 item 9.01

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.
July 31, 2025, 7:59 PM ET other material materiality 0.75 neutral item 1.01 item 7.01 item 9.01

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.
April 29, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 7.01 item 9.01

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).
April 3, 2025, 7:59 PM ET other material materiality 0.60 neutral item 7.01 item 9.01

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.
April 2, 2025, 7:59 PM ET M&A materiality 0.75 neutral item 7.01 item 9.01

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.
March 26, 2025, 7:59 PM ET debt materiality 0.60 neutral item 2.03 item 9.01 ◈ Debt Financings

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.
February 24, 2025, 6:59 PM ET other material materiality 0.90 positive item 1.01 item 7.01 item 9.01

Equitable reinsures 75% of individual life block with RGA; frees $2B+ for AB stake increase and buybacks

Over $2B value from ceding 75% of in-force individual life block on pro-rata basis to RGA.
February 24, 2025, 6:59 PM ET M&A materiality 0.80 neutral item 1.01 item 2.03 item 7.01 item 9.01 ◈ Debt Financings

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.
February 5, 2025, 6:59 PM ET earnings materiality 0.85 positive item 2.02 item 7.01 item 9.01

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).
November 4, 2024, 6:59 PM ET earnings materiality 0.70 neutral item 2.02 item 7.01 item 9.01

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).
July 30, 2024, 7:59 PM ET earnings materiality 0.70 positive item 2.02 item 7.01 item 9.01

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).
April 30, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

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.
February 6, 2024, 6:59 PM ET earnings materiality 0.75 positive item 2.02 item 7.01 item 9.01 ◈ Earnings Releases ×2

Equitable Holdings posts Q4 net loss $698M; full year op earnings $1.7B, new $1.3B buyback

Full year net income $1.3B ($3.48/share); Q4 net loss $698M ($2.15/share).
October 31, 2023, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

Equitable Holdings Q3 adj. EPS $1.30, up 15% YoY; $3.0B net inflows in Retirement/Wealth Mgmt

Non-GAAP operating earnings $413M ($1.15/sh); adjusted for notable items $468M ($1.30/sh).
August 2, 2023, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

Equitable Holdings Q2: Net income $759M, non-GAAP op earnings $441M, record Retirement inflows $1.4B

Net income $759M ($2.06 EPS); Non-GAAP op earnings $441M ($1.17 EPS); adjusted $480M ($1.27 EPS).
May 10, 2023, 7:59 PM ET other material materiality 0.75 positive item 7.01 item 9.01

Equitable Holdings targets 12-15% annual Non-GAAP EPS growth through 2027; ~$2B cash generation by 2027

Non-GAAP EPS annual growth guidance of 12-15% through 2027, off 2022 base of $4.97 per share.
May 3, 2023, 7:59 PM ET earnings materiality 0.60 negative item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

EQH Q1 GAAP net income $177M ($0.45/shr); adjusted operating earnings $456M ($1.21/shr), down 18% YoY

Non-GAAP operating earnings $364M ($0.96/shr), or $456M ($1.21/shr) after adjusting for notable items; GAAP net income $177M ($0.45/shr).
February 8, 2023, 6:59 PM ET earnings materiality 0.70 neutral item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

Equitable Holdings FY2022 adjusted EPS $5.55, down 8% YoY; net income $1.8B

Full-year net income of $1.8B ($4.49 per share); Non-GAAP operating earnings of $2.0B ($5.08 per share).
November 2, 2022, 7:59 PM ET earnings materiality 0.75 neutral item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

Equitable Holdings Q3 2022 net income $273M ($0.69); Non-GAAP operating earnings $1.28/share

Net income $273M ($0.69); Non-GAAP operating earnings $498M ($1.28); adjusted $511M ($1.32) on favorable assumption update.
October 3, 2022, 7:59 PM ET other material materiality 0.75 positive item 1.01 item 7.01 item 9.01

Equitable closes 50% quota share reinsurance of ~$10B legacy annuity block with Global Atlantic

EFLIC ceded 50% quota share of ~360,000 legacy Group EQUI-VEST deferred variable annuity contracts to Global Atlantic subsidiary.
August 16, 2022, 7:59 PM ET other material materiality 0.70 positive item 1.01 item 7.01 item 9.01

Equitable enters reinsurance deal to mitigate $1B of Regulation 213 redundant reserves

EFLIC cedes 50% quota share of pre-2009 Group Retirement VA contracts (~$4B GA assets, $6B SA value) to First Allmerica (Global Atlantic).
August 3, 2022, 7:59 PM ET earnings materiality 0.70 neutral item 2.02 item 7.01 item 9.01

Equitable Holdings Q2 net income $1.7B; Non-GAAP operating EPS $1.31; RBC ratio 440%

Net income $1.7B ($4.47 per share) vs $123M in Q2 2021; driven by non-economic hedging market impacts.