Equitable Holdings

Equitable Holdings

Financial services holding for retirement, protection.

Overview

Equitable Holdings provides financial services focused on retirement planning, life insurance, annuities, wealth and asset management. Its products work by pairing financial advice with a range of planning, protection, and investment solutions to help clients pursue long-term financial security. It stands out from competitors through a multi-channel distribution network and a broad set of integrated investment and protection offerings for individuals and institutions. Its goal is to help clients achieve financial well-being by delivering comprehensive guidance and tailored financial solutions.

About Equitable Holdings

Simplify's Rating
Why Equitable Holdings is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Financial Services

Company Size

1-10

Company Stage

IPO

Headquarters

New York City, New York

Founded

1878

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Simplify's Take

What believers are saying

  • Record 2025 AUM and administration reached $1.1 trillion, up 10%.
  • Wealth Management hit its $200 million annual earnings target two years early.
  • RGA reinsurance freed $2 billion in capital and cut mortality exposure 75%.

What critics are saying

  • Revenue missed estimates in four straight quarters, weakening valuation support.
  • Corebridge integration faces regulatory, execution, and buyback blackout risks through 2026.
  • AllianceBernstein outflows and retirement spread compression can offset growth elsewhere.

What makes Equitable Holdings unique

  • Equitable combines retirement, protection, and AllianceBernstein asset management franchises.
  • Its 1859 heritage supports distribution across individual, group, and wealth channels.
  • The March 2026 Corebridge merger aims to create $1.5 trillion AUM scale.

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Funding

Total Funding

$22B

Above

Industry Average

Funded Over

2 Rounds

Acquisition funding comparison data is currently unavailable. We're working to provide this information soon!
Acquisition Funding Comparison
Coming Soon

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

Employee Stock Purchase Plan

Flexible Work Hours

Wellness Program

Stock Price

Company News

CityBiz
Mar 26th, 2026
Corebridge and Equitable Holdings Announce $22 Billion Merger Deal

Corebridge Financial, Inc. (NYSE: CRBG) and Equitable Holdings, Inc. (NYSE: EQH) today announced that they have entered into a definitive... Read More

Yahoo Finance
Mar 7th, 2026
Equitable Holdings hits $1.1T AUM, cuts mortality risk 75% in $2B RGA reinsurance deal

Equitable Holdings reported record assets under management of $1.10 trillion for 2025, up 10% year over year, alongside a reinsurance deal with RGA that generated $2.00 billion in capital and reduced net mortality exposure by 75%. The company's Wealth Management segment achieved its $200 million annual earnings target two years ahead of schedule, with net inflows reaching $8.40 billion. The reinsurance transaction enhances financial flexibility for share buybacks and reduces balance sheet risk. Despite progress in fee-based, capital-light growth, Equitable faces challenges restoring consistent profitability after a loss-making 2025. Analysts project the company could reach $18.30 billion in revenue and $2.30 billion in earnings by 2028, requiring 9.5% annual revenue growth.

Yahoo Finance
Mar 3rd, 2026
Equitable Holdings hits record $1.1T in assets, targets $1.8B organic cash in 2026

Equitable Holdings has raised assets under management and administration to a record $1.1 trillion, marking 10% year-over-year growth, the company reported on 5 February. The financial services firm generated $1.6 billion in organic cash during 2025 and projects this will increase to approximately $1.8 billion in 2026. The company's Wealth Management segment achieved its $200 million annual earnings target two years early, with $8.4 billion in net inflows representing 13% organic growth. Equitable completed a major life reinsurance transaction with RGA, creating $2 billion in capital and reducing net mortality exposure by 75%. However, elevated mortality claims limited annual operating earnings growth to just 1% over 2024, whilst AllianceBernstein recorded $11.3 billion in net outflows.

Yahoo Finance
Feb 5th, 2026
Equitable Holdings Q4 earnings beat estimates at $1.76 per share, revenue misses at $3.74B

Equitable Holdings reported fourth-quarter earnings of $1.76 per share, narrowly beating the Zacks Consensus Estimate of $1.75 per share. This compares to earnings of $1.57 per share in the same period last year. The company posted revenues of $3.74 billion for the quarter ended December 2025, missing the consensus estimate by 7.2% and down from $3.95 billion a year ago. Equitable has failed to beat revenue estimates over the past four quarters and has surpassed earnings estimates only once during that period. Shares have declined 6.2% year-to-date, underperforming the S&P 500's 1.1% gain. The company currently holds a Zacks Rank of 4 (Sell), suggesting expected near-term underperformance.

Investing.com
Jul 28th, 2025
Equitable integrates Plan Build API into employee benefits platform

Furthermore, Equitable Holdings appointed Greg Boosin as its new Chief Marketing Officer.

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