Equitable Holdings (EQH)
NYSEFinancialsAsset ManagementSnapshot 2026-09-04
NYSEFinancialsAsset ManagementSnapshot 2026-09-04
QuarterlyIQ Insights · EQH
Material updates from SEC filings (8-K, 10-Q, 10-K) ranked by impact, with no firehose noise.
Results of Operations and Financial Condition. On August 4, 2026, Equitable Holdings, Inc. (“EQH”) issued a press release announcing its financial results for the quarter ended June 30, 2026. A copy of the press release containing this information is furnished as Exhibit 99.1 hereto and is incorporated herein by reference. In addition, more detailed financial information may be found in EQH’s Financial Supplement for the quarter ended June 30, 2026. A copy of the Financial Supplement for the…
Results of Operations and Financial Condition. On May 4, 2026, Equitable Holdings, Inc. (“EQH”) issued a press release announcing its financial results for the quarter ended March 31, 2026. A copy of the press release containing this information is furnished as Exhibit 99.1 hereto and is incorporated herein by reference. In addition, more detailed financial information may be found in EQH’s Financial Supplement for the quarter ended March 31, 2026. A copy of the Financial Supplement for the q…
shall not be deemed to be “filed” for purposes of Section 18 of the Exchange Act, or otherwise subject to the liability of that section, nor shall it be deemed to be incorporated by reference in any filing under the Securities Act or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing. Cautionary Statement Regarding Forward-Looking Information This Current Report on Form 8-K includes statements, which, to the extent they are not statements of histor…
Entry into a Definitive Material Agreement. On April 8, 2026, Equitable Holdings, Inc., a Delaware corporation (“Equitable”), entered into a Voting and Support Agreement (the “Voting and Support Agreement”) with Nippon Life Insurance Company, a mutual company ( sougogaisha ) organized under the laws of Japan (“Nippon Life”), and Corebridge Financial, Inc., a Delaware corporation (“Corebridge”) in connection with the previously announced Agreement and Plan of Merger (the “Merger Agreement”), d…
Entry into a Definitive Material Agreement. On March 26, 2026, Equitable Holdings, Inc., a Delaware corporation (“Equitable”), entered into an Agreement and Plan of Merger (the “Merger Agreement”), by and among Equitable, Corebridge Financial, Inc., a Delaware corporation (“Corebridge”), Mountain Holding, Inc., a newly formed Delaware corporation and wholly-owned subsidiary of Corebridge (“HoldCo”), Marcy Holding, Inc., a newly formed Delaware corporation and a wholly-owned subsidiary of Hold…
Results of Operations and Financial Condition. On February 4, 2026, Equitable Holdings, Inc. (“EQH”) issued a press release announcing its financial results for the quarter and full year ended December 31, 2025. A copy of the press release containing this information is furnished as Exhibit 99.1 hereto and is incorporated herein by reference. In addition, more detailed financial information may be found in EQH’s Financial Supplement for the quarter ended December 31, 2025. A copy of the Finan…
Results of Operations and Financial Condition. On November 4, 2025, Equitable Holdings, Inc. (“EQH”) issued a press release announcing its financial results for the quarter ended September 30, 2025. A copy of the press release containing this information is furnished as Exhibit 99.1 hereto and is incorporated herein by reference. In addition, more detailed financial information may be found in EQH’s Financial Supplement for the quarter ended September 30, 2025. A copy of the Financial Supplem…
Entry into a Material Definitive Agreement. On August 25, 2025, Equitable Holdings, Inc. (the "Company") entered into amendments (the "Amendments") to the Reimbursement Agreements with Commerzbank AG, New York Branch, and MUFG Bank, Ltd., each as an issuer of letters of credit thereunder, to effect changes in terms similar to the provisions of the Revolving Credit Agreement, dated as of July 29, 2025, among the Company, the Subsidiary Account Parties party thereto, the banks party thereto and…
Termination of a Material Definitive Agreement. On August 21, 2025, the Company terminated the bilateral letter of credit facilities under the Reimbursement Agreements, each dated as of February 16, 2018 (as amended, supplemented or otherwise modified from time to time), with each of the following issuers of letters of credit: Barclays Bank PLC, Credit Agricole Corporate and Investment Bank, JPMorgan Chase Bank, N.A., Landesbank Hessen-Thüringen Girozentrale, acting through its New York Branc…
Results of Operations and Financial Condition. On August 5, 2025, Equitable Holdings, Inc. (“EQH”) issued a press release announcing its financial results for the quarter ended June 30, 2025. A copy of the press release containing this information is furnished as Exhibit 99.1 hereto and is incorporated herein by reference. In addition, more detailed financial information may be found in EQH’s Financial Supplement for the quarter ended June 30, 2025. A copy of the Financial Supplement for the…
Entry Into a Material Definitive Agreement On July 31, 2025, subsidiaries of Equitable Holdings, Inc., a Delaware corporation (the “Company”), Equitable Financial Life Insurance Company, a New York-domiciled insurance company (“EFLIC”), Equitable Financial Life Insurance Company of America, an Arizona-domiciled insurance company (“EFLOA”), and Equitable Financial Life and Annuity Company, a Colorado-domiciled insurance company (“EFLA” and, together with EFLIC and EFLOA, the “Ceding Companies”…
Entry into a Material Definitive Agreement On July 29, 2025, Equitable Holdings, Inc. (the “Company”) entered into a new Revolving Credit Agreement by and among the Company, the Subsidiary Account Parties party thereto, the banks party thereto and JPMorgan Chase Bank, N.A., as Administrative Agent (the “Revolving Credit Agreement”). The Revolving Credit Agreement provides for a $1 billion five-year senior unsecured revolving credit facility with a syndicate of banks, where the banks agree to…
Termination of a Material Definitive Agreement The disclosure set forth above under
The filing discloses an amendment to an equity incentive plan, which is a compensatory arrangement rather than a change in management personnel.
Results of Operations and Financial Condition. On April 29, 2025, Equitable Holdings, Inc. (“EQH”) issued a press release announcing its financial results for the quarter ended March 31, 2025. A copy of the press release containing this information is furnished as Exhibit 99.1 hereto and is incorporated herein by reference. In addition, more detailed financial information may be found in EQH’s Financial Supplement for the quarter ended March 31, 2025. A copy of the Financial Supplement for th…
shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, nor shall they be deemed to be incorporated by reference in any filing under the Securities Act of 1933, as amended, except as shall be expressly set forth by specific reference in such a filing. Forward-Looking Statements This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as “expects,” “beli…
shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, nor shall they be deemed to be incorporated by reference in any filing under the Securities Act of 1933, as amended, except as shall be expressly set forth by specific reference in such a filing. Forward-Looking Statements This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as “expects,” “beli…
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. On March 26, 2025, Equitable Holdings, Inc. issued $500 million aggregate principal amount of its 6.700% Fixed-to-Fixed Reset Rate Junior Subordinated Debt Securities due 2055 (the “junior subordinated debt securities”). The junior subordinated debt securities were issued pursuant to the Junior Subordinated Indenture, dated as of September 18, 2024 (incorporated by reference to E…
shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, nor shall they be deemed to be incorporated by reference in any filing under the Securities Act of 1933, as amended, except as shall be expressly set forth by specific reference in such a filing. Forward-Looking Statements This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as “expects,” “beli…
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information set forth in
shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, nor shall they be deemed to be incorporated by reference in any filing under the Securities Act of 1933, as amended, except as shall be expressly set forth by specific reference in such a filing. Forward-Looking Statements This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as “expects,” “beli…
Entry Into a Material Definitive Agreement On February 21, 2025, subsidiaries of Equitable Holdings, Inc., a Delaware corporation (the “Company”), entered into the 364-Day Term Loan Credit Agreement (the “Term Loan Agreement”) with respect to a $500 million senior unsecured delayed-draw term loan (the “Term Loan”). The Term Loan will be used, along with available cash and cash equivalents, to fund the Company’s tender offer (as described below) and pay related fees and expenses. The Term Loan…
Entry Into a Material Definitive Agreement On February 23, 2025, subsidiaries of Equitable Holdings, Inc., a Delaware corporation (the “Company”), Equitable Financial Life Insurance Company, a New York-domiciled insurance company (“EFLIC”), Equitable Financial Life Insurance Company of America, an Arizona-domiciled insurance company (“EFLOA”), and Equitable Financial Life and Annuity Company, a Colorado-domiciled insurance company (“EFLA” and, together with EFLIC and EFLOA, the “Ceding Compan…
Results of Operations and Financial Condition. On February 5, 2025, Equitable Holdings, Inc. (“EQH”) issued a press release announcing its financial results for the quarter and full year ended December 31, 2024. A copy of the press release containing this information is furnished as Exhibit 99.1 hereto and is incorporated herein by reference. In addition, more detailed financial information may be found in EQH’s Financial Supplement for the quarter ended December 31, 2024. A copy of the Finan…
Director — Douglas Dachille: The filing discloses the routine election of a new independent director to the board, which is a standard governance event rather than a departure or executive change.
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