Equitable Holdings Inc Stock Price, News & Analysis

Equitable Holdings (NYSE: EQH) on October 9, 2025 appointed Nick Chan as Head of M&A. Chan will report to CFO Robin M. Raju and join Equitable’s Operating Committee.

In the role he will lead a disciplined M&A strategy targeting accretive opportunities and will also lead Equitable’s Business CFO function. Chan joined Equitable in 2021 and previously served as Corporate CFO and Head of Strategic Transactions.

He led Equitable’s Individual Life reinsurance transaction with RGA, described as the largest of its kind and credited with unlocking more than $2 billion of value for Equitable Holdings. Chan holds MS and BS degrees in aeronautics and astronautics from MIT and is a CFA charterholder.

Equitable (NYSE: EQH) released a national survey (Oct 9, 2025) showing workers worry about surprise medical costs and misunderstand voluntary benefits. Key findings: 80% of Americans fear an unexpected medical bill could derail financial goals; 48% would set up a payment plan, 31% would use savings, and 28% would use credit cards. Younger workers rely more on social media and AI for benefits guidance (Gen Z/millennials 89% anxious; 37% Gen Z use social platforms; 30% millennials use AI). Employers face low advisor use (20%) and low voluntary-benefit participation.

Equitable Holdings (NYSE: EQH) announced that Kurt Meyers has been named Chief Legal Officer and Corporate Secretary, joining the management committee and reporting to CEO Mark Pearson, effective Oct 7, 2025. Meyers, a six-year company veteran, will lead legal, compliance, regulatory and governmental affairs after serving as Head of Life Insurance and Deputy General Counsel.

Vincent Xuan was named Head of Life Insurance; he previously served as Chief Actuary and CEO of Equitable Financial Bermuda Re.

Equitable Holdings (NYSE: EQH) will release its third quarter 2025 financial results after market close on Tuesday, November 4, 2025. The company will host a conference call and webcast to discuss results on Wednesday, November 5, 2025 at 9:00 a.m. ET. The webcast and earnings materials will be available on the company’s investor relations website at ir.equitableholdings.com. Investors can register for the call to receive dial-in details and a unique entry code; registration remains open through the live call. The company recommends registering at least one day in advance or a minimum of 10 minutes before the call to ensure full connection.

Equitable (NYSE: EQH) has launched Structured Capital Strategies® Premier (SCS Premier), expanding its registered index-linked annuities portfolio. The new solution offers enhanced market upside potential while maintaining downside protection, featuring 120 investment options tied to indices like the S&P 500.

Key innovations include the Best Entry feature allowing investment value resets, and the Dual Step Tier feature that converts losses within the buffer to predetermined positive returns. The product introduces flexible weekly reallocation options and a -40% downside protection buffer. Notable death benefit options include a 5% interest roll-up or highest anniversary value feature, enhancing legacy-building capabilities.

Equitable Holdings (NYSE: EQH) has announced the complete redemption of its Series B Depositary Shares, scheduled for September 30, 2025. Each depositary share represents a 1/25th interest in the company's 4.950% Fixed Rate Reset Noncumulative Perpetual Preferred Stock, Series B.

The redemption will be executed at $1,000 per Series B Depositary Share, plus any declared and unpaid dividends from June 15, 2025, to September 30, 2025. The redemption will be processed through The Depository Trust Company (DTC), with Computershare Trust Company, N.A. serving as the redemption agent.

Equitable Holdings (NYSE: EQH) has announced a semi-annual dividend declaration for its Series B 4.95% Non-Cumulative Perpetual Preferred Stock. The company will pay $618.750 per preferred share (equivalent to $24.75 per depositary share), with each depositary share representing a 1/25th interest in a preferred share. The dividend will be distributed on December 15, 2025 to shareholders of record as of December 4, 2025.

Equitable Holdings (NYSE: EQH) has announced the pricing terms for its cash tender offer to purchase its outstanding 4.350% Senior Notes due 2028. The company will pay $1,010.69 per $1,000 principal amount of Notes, which includes an Early Tender Premium of $50.

Of the $752,236,000 in Notes tendered by the Early Tender Deadline, EQH expects to accept $500,000,000 for purchase, resulting in a 66.5% proration factor. The early settlement date is expected to be September 11, 2025. The company will not accept additional tenders after the Early Tender Deadline as the maximum tender amount has been reached.

Equitable Holdings (NYSE: EQH) announced the early results of its cash tender offer for outstanding debt securities. The company increased the Series Cap for Acceptance Priority Level 1 to accept up to $500 million aggregate principal amount of Notes.

A total of $1.07 billion in aggregate principal amount of Notes were validly tendered by the Early Tender Deadline. The company will only accept Notes from Priority Level 1 (4.350% Senior Notes due 2028) with an expected proration factor of 66.5%. Notes from Priority Levels 2 and 3 will not be accepted for purchase.

The early settlement date is expected to be September 11, 2025. Holders of accepted Notes will receive the Total Tender Offer Consideration, including a $50 per $1,000 principal amount Early Tender Premium plus accrued interest.