Inferra AI / Company / EQH
Equitable Holdings, Inc.
EQH · Financials
Last earnings Aug 4, 2026
Key results
EPSquarter
$1.10
We reported second quarter Non-GAAP operating earnings per share of $1.10, or $1.41 excluding notable items, down 8% from the prior year quarter.
SEC original ↗Equitable Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Growthquarter
down 8%
We reported second quarter Non-GAAP operating earnings per share of $1.10, or $1.41 excluding notable items, down 8% from the prior year quarter.
SEC original ↗Equitable Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Net incomequarter
$428 million
Net income (loss) attributable to Holdings for the second quarter of 2025 was $(349) million compared to $428 million in the second quarter of 2024.
SEC original ↗Equitable Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
We use the prevailing corporate federal income tax rate of 21% while taking into account any non-recurring differences for events recognized differently in our financial statements and federal income tax 11 returns as well as partnership income taxed at lower rates when reconciling Net income (loss) attributable to Holdings to Non-GAAP Operating Earnings.
SEC original ↗Equitable Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Diluted EPSquarter
27.2 %
AOCI) (4) 27.2 % 28.1 % 27.2 % 28.6 % 31.6 % 27.2 % 31.6 % Per common share Diluted earnings per common share (2) Net income (loss) attributable to Holdings $ 1.23 $ (0.46) $ 2.74 $ 0.16 $ (1.21) (198.4) % $ 1.45 $ (1.04) (171.7) % Non-GAAP Operating Earnings (1) $ 1.43 $ 1.58 $ 1.55 $ 1.30 $ 1.10 (23.1) % $ 2.82 $ 2.43 (13.8) % Book value per common share $ 0.11 $ 5.20 $ 0.19 $ 2.92 $ (0.26) (336.4) % $ 0.11 $ (0.26) (336.4) % Book value per common share (ex.
SEC original ↗Equitable Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
AI analysis
Q2 2025 · reported Aug 5, 2025
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Headline figures
| Metric | Q2 2025 | Prior qtr | Year ago |
|---|---|---|---|
| EPS | $1.10 | — | — |
| Growth | down 8% | — | — |
| Net income | $428 million | — | $428 million |
| Diluted EPS | 27.2 % | — | — |
Guidance · company-stated
No guidance located in the held release
Capital allocation
Capital management program The Company returned $318 million to shareholders in the second quarter, including $82 million of quarterly cash dividends and $236 million of share repurchases.
Event summary
We reported second quarter Non-GAAP operating earnings per share of $1.10, or $1.41 excluding notable items, down 8% from the prior year quarter
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
No guidance located in the held release
Capital allocation
Capital management program The Company returned $318 million to shareholders in the second quarter, including $82 million of quarterly cash dividends and $236 million of share repurchases.
SEC original ↗Equitable Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
The Company expects to take $1.7 billion of dividends to Holdings in the second half of 2025, including $0.7 billion of organic cash generation and $1.0 billion of individual life transaction proceeds.
SEC original ↗Equitable Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
The Company has received approval for any required extraordinary dividends.
SEC original ↗Equitable Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
The Company maintained its strong financial condition with a combined NAIC RBC ratio of greater than 500%, pro-forma for the individual life transaction and planned dividends to Holdings.
SEC original ↗Equitable Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
$250 million of cash at Holdings which is available to AllianceBernstein through its credit facility with Equitable Holdings.
SEC original ↗Equitable Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
13 Non-GAAP Operating EPS Non-GAAP Operating Earnings per common share is calculated by dividing Non-GAAP Operating Earnings less preferred stock dividends by diluted common shares outstanding.
SEC original ↗Equitable Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Strategy & priorities
In addition, we achieved several strategic milestones.
SEC original ↗Equitable Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
This will enhance focus on our core growth drivers of retirement, asset management and wealth management and drive significant shareholder value as we redeploy the proceeds, said Mark Pearson, President and Chief Executive Officer.
SEC original ↗Equitable Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
The Company remains on track to achieve its 2027 strategic targets of $150 million of net expense savings and $110 million of incremental general account investment income.
SEC original ↗Equitable Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Founded in 1859, Equitable provides retirement and protection strategies to individuals, families and small businesses.
SEC original ↗Equitable Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Corporate and Other includes the closed block of life insurance (the Closed Block ), results for certain run-off blocks of business, and certain strategic investments and unallocated items, including interest and corporate expenses.
SEC original ↗Equitable Holdings, Inc. — 10-Q Quarterly report10-QAug 6, 2026
Risks & headwinds
Forward-looking statements, including any financial guidance, should be read in conjunction with the other cautionary statements, risks, uncertainties and other factors identified in Holdings filings with the Securities and Exchange Commission.
SEC original ↗Equitable Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
These non-GAAP financial measures are preliminary estimates and are subject to risks and uncertainties, including, among others changes in connection with quarter-end and year-end adjustments.
SEC original ↗Equitable Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Also includes $14 million of expense related to a disputed billing practice of an AB third-party service provider for the three and six months ended June 30, 2025, respectively, and certain gross legal expenses related to the COI litigation of $106 million for the six months ended June 30, 2024.
SEC original ↗Equitable Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Also includes $0.05 of expense related to a disputed billing practice of an AB third-party service provider for the three and six months ended June 30, 2025, respectively, and certain gross legal expenses related to the COI litigation of $0.32 for the six months ended June 30, 2024.
SEC original ↗Equitable Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Legal Proceedings 122 Item 1A.
SEC original ↗Equitable Holdings, Inc. — 10-Q Quarterly report10-QAug 6, 2026
2 Table of Contents Forward-looking statements should be read in conjunction with the other cautionary statements, risks, uncertainties and other factors identified in Holdings Annual Report on Form 10-K for the year ended December 31, 2025, as amended or supplemented in our subsequently filed Quarterly Reports on Form 10-Q, including in the section entitled Risk Factors, and elsewhere in this Quarterly Report on Form 10-Q.
SEC original ↗Equitable Holdings, Inc. — 10-Q Quarterly report10-QAug 6, 2026
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
30 documents- Q2 2026
- 8-KEQH
Sep 25, 2026
- 10-QEQH
- 8-KEQH
- 8-KEQH
Jul 30, 2026
- 8-KEQH
Jul 28, 2026
- 8-KEQH
Jul 21, 2026
- Q1 2026
- 10-QEQH
- 8-KEQH
- 8-KEQH
Apr 16, 2026
- 8-KEQH
- Q4 2025
- 8-KEQH
Mar 26, 2026
- 10-KEQH
Feb 25, 2026
- 8-KEQH
- Q3 2025
- 10-QEQH
- 8-KEQH
- 8-KEQH
Oct 22, 2025
- Q2 2025
- 8-KEQH
- 8-KEQH
Aug 27, 2025
- 10-QEQH
Aug 11, 2025
- 8-KEQH
- 8-KEQH
Jul 31, 2025
- 8-KEQH
Jul 30, 2025
- Q1 2025
- 8-KEQH
May 28, 2025
- 10-QEQH
- 8-KEQH
Apr 29, 2025
- 8-KEQH
- 8-KEQH
- Q4 2024
- 8-KEQH
Mar 26, 2025
- 8-KEQH
Mar 25, 2025
- 8-KEQH
Mar 13, 2025
Earnings releases
13 documentsPresentations
0 documentsNo presentations for Equitable Holdings, Inc. are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Equitable Holdings, Inc. are held in this edition of the library.
Mentioned by
9 companiesOther tracked companies whose held documents mention Equitable Holdings, Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.
Corebridge Financial, Inc. (CRBG)
“urchases. “We are making excellent progress toward closing our transformative merger with Equitable, a deal that will enhance our scale, diversification, and cash generation. Regulatory… …interests related to consolidated investment entities. The exc”
“14 Weighted average shares outstanding (Note… …income (loss) attributable to Corebridge/Equitable $ (51) $ 168 $ — $ 52 $ 169 Less preferred stock dividends $ 18 $ 27 $ — $ — $ 45 Net income (loss) available to common stockholders $ (69) $ 141 ”
“ted oral statements, can be identified … …Quarter 2026 Results • Corebridge Financial and Equitable Holdings shareholders successfully approved the merger on July 30th • Net loss available to Corebridge common shareholders of $16 million, or $0.04 pe”
“cash at Holdings which is available to AllianceBernstein through its credit facility with Equitable Holdings. 3 Business Segment Results Retirement (in millions, unless otherwise noted)… …Company returned $449 million to shareholders in the second ”
“tements, can be identified … … Exhibit 99.1 Corebridge Financial and Equitable Holdings Stockholders Approve Merger HOUSTON and NEW YORK – July 30, 2026 – Corebridge Financial, Inc. (NYSE: CRBG) (“Corebridge”)…”
“tements, can be identified … …99.1 EXHIBIT 99.1 Corebridge Financial and Equitable Holdings Stockholders Approve Merger HOUSTON and NEW YORK – July 30, 2026 – Corebridge Financial, Inc. (NYSE: CRBG) (“Corebridge”)…”
“or negotiations, or cooperate in any way with respect to,… …of Corebridge Common Stock or Equitable Common Stock in connection with the Mergers. Ordinary course dividends in the amounts of (a) $0.25 per share of Corebridge Common Stock per quarter, ”
“cash at Holdings which is available to AllianceBernstein through its credit facility with Equitable Holdings. 3 Business Segment Results Retirement (in millions, unless otherwise noted)… …Company returned $223 million to shareholders in the first q”
“ted with plant retirements and divestitures, pension and other post-employment… … curtail Equitable cost allocation to data centers Focus on preserving competitive markets Expedite interconnection to advance economic activity Extend price cap and flo”
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