Equitable Holdings Inc Stock Price, News & Analysis

Equitable Holdings (NYSE: EQH) has successfully completed a significant reinsurance transaction with RGA Reinsurance Company. Under the agreement, RGA will reinsure 75% of Equitable's in-force individual life insurance portfolio on a pro-rata basis.

The strategic transaction generates over $2 billion in value for Equitable Holdings while reducing its exposure to future mortality volatility. This move aligns with the company's strategy to focus on its core businesses in retirement, asset management, and wealth management.

The company will announce its Q2 2025 financial results on August 5, 2025, followed by an investor call on August 6.

Equitable (NYSE: EQH) has launched a new Plan Build API capability integrated into its EB360® employee benefits platform, streamlining the benefits plan setup process for brokers and small to medium-sized businesses. The enhancement, developed in collaboration with Employee Navigator, enables automatic creation and configuration of employee benefits plans, significantly reducing manual data entry and implementation time.

The digital solution has shown impressive results since its Digital Onboarding launch in 2023, with over two-thirds of brokers choosing it as their preferred method, 89% reporting faster implementations, and 97% satisfaction with ease of doing business. Equitable's Employee Benefits business currently serves more than 12,000 small and medium-sized businesses and maintains one of the fastest-growing in-force books in the Group Benefits category.

Equitable Holdings (NYSE: EQH) has announced its latest dividend declarations for both common and preferred stockholders. The company will pay a quarterly cash dividend of $0.27 per share of common stock on August 12, 2025, to shareholders of record as of August 5, 2025.

Additionally, EQH declared dividends for two preferred stock series: Series A preferred stockholders will receive $328.125 per share ($0.328125 per depositary share), while Series C preferred stockholders will receive $268.750 per share ($0.26875 per depositary share). Both preferred stock dividends will be paid on September 15, 2025, to holders of record as of September 4, 2025.

Equitable (NYSE: EQH) released findings from its quarterly survey of 1,000 consumers, revealing significant concerns about financial preparedness among Americans. Only 42% of respondents feel prepared to handle current financial challenges, while over two-thirds worry about economic uncertainty affecting their financial goals.

The survey highlighted the crucial role of financial advisors, with 59% of those with professional guidance feeling prepared versus just 30% without. Approximately half of respondents plan to adjust their spending and investment strategies, with 54% of advised clients planning portfolio changes compared to 36% of those without advisors.

Additionally, 80% of respondents with financial advisors prioritize their advisor's guidance over other sources, while those without primarily rely on friends and family (57%). Nearly two-thirds of stock market investors are willing to sacrifice potential returns for protection against market losses.

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Equitable Holdings (NYSE: EQH) has scheduled its second quarter 2025 financial results announcement. The company will release its Q2 2025 results after market close on Tuesday, August 5, 2025.

A conference call webcast to discuss the results will be held on Wednesday, August 6, 2025, at 9:00 a.m. ET. Investors can access the webcast and additional earnings materials through the company's investor relations website at ir.equitableholdings.com. Pre-registration is required for the conference call.

Equitable (NYSE: EQH) has appointed Greg Boosin as Chief Marketing Officer, reporting to President Nick Lane and joining the Operating Committee. Boosin brings over 25 years of marketing expertise, most recently serving as Executive Vice President of Global B2B & Product Marketing at Mastercard.

In his new role, Boosin will lead Equitable's marketing strategy for its Retirement and Wealth Management businesses, focusing on accelerating growth, deepening client engagement, and increasing brand awareness. He succeeds Connie Weaver, who is retiring after joining in 2020 to launch and build the company's brand.

Equitable Holdings (NYSE: EQH), a prominent financial services holding company encompassing Equitable, AllianceBernstein, and Equitable Advisors, has announced its participation in the 2025 Morgan Stanley US Financials Conference. CFO Robin Raju will engage in a fireside chat on June 11, 2025, at 11:25 a.m. ET. Investors and interested parties can access the live audio webcast through the company's Investor Relations website at ir.equitableholdings.com, with a replay available after the event. Attendees are advised to log in 15 minutes before the presentation to ensure proper software installation.

Equitable Holdings (NYSE: EQH) has announced its latest dividend declarations. The company will pay a quarterly cash dividend of $0.27 per share of common stock, payable on June 9, 2025, to shareholders of record as of June 2, 2025.

Additionally, the company declared dividends on three preferred stock series:

• Series A: Quarterly dividend of $328.125 per share ($0.328125 per depositary share)
• Series B: Semi-annual dividend of $618.750 per share ($24.75 per depositary share)
• Series C: Quarterly dividend of $268.750 per share ($0.26875 per depositary share)

All preferred stock dividends will be payable on June 16, 2025, to holders of record as of June 4, 2025.

Equitable Holdings reported Q1 2025 results with net income of $63 million ($0.16 per share) and non-GAAP operating earnings of $421 million ($1.30 per share). Key highlights include:

• Strong net flows across segments: $1.6 billion in Retirement, $2.0 billion in Wealth Management, and $2.4 billion in Asset Management
• Total Assets Under Management reached $1.0 trillion, up 3% year-over-year
• Returned $335 million to shareholders through dividends and share repurchases
• Robust balance sheet with 425% combined NAIC RBC ratio and $1.1 billion in liquidity

The company is on track to close its life reinsurance transaction with RGA mid-2025, which will free over $2 billion in capital. In April, Equitable increased its ownership in AllianceBernstein to 69% through a $760 million unit purchase. The company plans an additional $500 million share repurchase post-RGA transaction closure.