EQH Equitable Holdings, Inc.

EQH is expanding fee-based businesses, with Wealth Management and Asset Management boosting recurring revenues and diversifying earnings.

On September 25, 2026, Equitable Holdings, Inc. announced that Seth Bernstein will step down as Head of Asset Management following his retirement from AllianceBernstein entities, shortly after the company was removed from the FTSE All-World Index (USD) on September 19, 2026. This combination of index exclusion and a leadership change in asset management raises fresh questions about how Equitable’s business mix and market profile may evolve. We’ll now examine how Equitable’s removal from the...

Equitable (NYSE:EQH) highlighted continued business momentum, strategic portfolio changes and its planned merger of equals with Corebridge during its 2026 annual meeting of stockholders. President and Chief Executive Officer Mark Pearson said 2025 was marked by “strong execution and meaningful prog

President Onur Erzan has worked at the company since 2021 and will succeed longtime CEO Seth Bernstein as chief executive on April 1.

Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here. The Tributary Multi Cap Core’s equity allocation underperformed in Q2, returning +12.5% against +15.3% for the S&P 1500 and +15.4% for the Russell 3000. Information Technology was the main driver of […]

EHTH's BerniePortal partnership opens CHOICE access to 5,000+ employers and 1,000+ brokers, expanding its distribution network and enrollment reach.

RYAN shares rise 9% in three months as index inclusion, a Q2 earnings beat, higher margin guidance and capital returns fuel momentum.

MRSH will likely see long-term revenue support as asset owners favor cash, infrastructure and emerging markets while advisory demand expands.

Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Equitable Holdings (EQH) have what it takes? Let's find out.

PRU plans to sell its Alexforbes stake for $185 million, advancing its emerging-market exit strategy and sharpening its focus on core businesses.

Market swings can be tough to stomach, and volatile stocks often experience exaggerated moves in both directions. While many thrive during risk-on environments, many also struggle to maintain investor confidence when the ride gets bumpy.

On September 2, Equitable Holdings (NYSE:EQH) added the industry’s first bitcoin-linked investment option to a registered index-linked annuity, a striking move for products built around downside protection rather than crypto speculation. The new SCS Premier option tracks the iShares Bitcoin Trust ETF (NASDAQ:IBIT), giving retirement savers a way into bitcoin’s swings without going all in. […]

Jackson Financial posted record quarterly earnings and raised its dividend amid a CEO transition, but analysts' average price target sits below current share levels.

Equitable Holdings' 24% three-month rally reflects strong flows, asset growth and capital returns, though valuation and merger risks remain.

Equitable Holdings (EQH) is drawing attention after introducing bitcoin exposure into its Structured Capital Strategies annuity portfolio through a new SCS Premier option that tracks the iShares Bitcoin Trust ETF. These product changes come as Equitable Holdings’ share price has shown strong recent momentum, with a 1-month share price return of 10.96% and a 3-month share price return of 31.23%, while its 3-year total shareholder return of 106.61% and 5-year total shareholder return of 99.25%...

Insurance providers use their expertise in risk assessment to help protect assets while offering consumers peace of mind through comprehensive coverage options. Market leaders have certainly capitalized on strong underwriting results and rising investment income to boost profitability, helping fuel a 12.3% gain for the industry over the past six months. This performance has closely followed the S&P 500.

The stocks in this article are all trading near their 52-week highs. This strength often reflects positive developments such as new product launches, favorable industry trends, or improved financial performance.

Hennessy Fund’s Q2 2026 investor letter for the Hennessy Equity and Income Fund. The letter can be downloaded here. The letter discusses portfolio changes, emphasizing opportunities in equity and fixed income markets that can withstand economic uncertainty. The portfolio held businesses with a 23.0% pre-tax return on invested capital versus 16.1% for the S&P 500. The letter […]

Equitable Holdings’ second quarter was marked by strong adjusted earnings growth, resilient net flows across its core segments, and notable progress on its pending merger with Corebridge. While the company’s sales declined year over year and missed Wall Street’s revenue expectations, non-GAAP operating earnings per share came in ahead of consensus, reflecting disciplined expense management and healthy business fundamentals. CEO Mark Pearson highlighted that, in addition to positive net flows in

Pearson discusses record AUM and Corebridge merger with 97% shareholder approval.

Equitable (NYSE:EQH) said second-quarter operating earnings rose as the company advanced its pending merger with Corebridge and reported positive net flows across all of its business segments. Shareholders of both companies approved the transaction on July 30, and Equitable said it remains on track

Equitable Holdings Inc (EQH) reports strong Q2 2026 results with record $1.2 trillion AUMA, 24% EPS growth, and shareholder-approved Corebridge merger on track for year-end close.

Moby summary of Equitable Holdings, Inc.'s Q2 2026 earnings call

Equitable Holdings (EQH) delivered earnings and revenue surprises of +2.41% and -1.92%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

The headline numbers for Equitable Holdings (EQH) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Mid-cap stocks often strike the right balance between having proven business models and market opportunities that can support $100 billion corporations. However, they face intense competition from scaled industry giants and can be disrupted by new innovative players vying for a slice of the pie.

Financial services company Equitable Holdings (NYSE:EQH) will be announcing earnings results this Tuesday afternoon. Here’s what to expect.

Equitable Holdings Inc (NYSE:EQH) recently announced a total dividend of $0.3 per share, with the ex-dividend date set for 2026-08-03. This includes a $0.3 per share cash dividend payable on 2026-08-10. As investors look forward to this upcoming payment, the spotlight also shines on the company's dividend history, yield, and growth rates.

Equitable Holdings (EQH) declared a quarterly dividend of $0.30 per share, payable on August 10, 2026. The ex-dividend date and record date are both set for August 3, 2026. See our latest analysis for Equitable Holdings. Equitable Holdings shares trade at $47.65, with a 30 day share price return of 8.17% and a 90 day share price return of 13.00%. The 1 year total shareholder return is down 2.42%, but up 78.50% over three years, which points to strong long term gains despite softer recent...

A surplus of cash can mean financial stability, but it can also indicate a reluctance (or inability) to invest in growth. Some of these companies also face challenges like stagnating revenue, declining market share, or limited scalability.

Oscar Health (OSCR) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Markel Group (MKL) delivered earnings and revenue surprises of -34.84% and +8.61%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Slide Insurance Holdings, Inc. (SLDE) delivered earnings and revenue surprises of +20.46% and +2.32%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Equitable Holdings (EQH) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Principal Financial (PFG) delivered earnings and revenue surprises of +7.30% and -2.89%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.

Harris Oakmark recently released its second-quarter 2026 investor letter for the “Oakmark Fund”. A copy of the letter can be downloaded here. The objective of the fund is to deliver capital appreciation by investing in a diverse set of large-cap US companies. In the quarter, the Fund (investor class) underperformed the S&P 500 Index, returning […]