Equitable (EQH)
Combines retirement products, financial advice, and AllianceBernstein asset management under one holding company.
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Provides retirement and protection products, financial advice through Equitable Advisors, and investment management through a controlling interest in AllianceBernstein. The holding-company structure links US insurance and adviser distribution with asset management, while a pending all-stock merger with Corebridge remains subject to shareholder and regulatory approvals.
Provides retirement and protection products through the Equitable franchise, financial advice through Equitable Advisors, and investment management through a controlling economic interest in AllianceBernstein. Current reporting groups the business into Retirement, Asset Management, and Wealth Management, with the retirement-and-protection franchise centered in the US.
The operating structure connects insurance manufacturing with adviser distribution, while AllianceBernstein adds distinct asset-management capabilities. Its modern form reflects demutualization, AXA ownership, a return to independent public markets, and adoption of the Equitable identity.
Business outcomes depend on insurance liabilities, adviser distribution, and asset-management performance. The announced all-stock merger with Corebridge remains pending shareholder votes, regulatory approvals, and other closing conditions; until it closes, Mark Pearson remains CEO and New York remains headquarters.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 20, 2026 | Evercore ISI | Reiterate | Rating: —Target: $63 | Target: $66 |
| Aug 19, 2026 | Wells Fargo | Reiterate | Rating: —Target: $57 | Target: $64 |
| Aug 6, 2026 | Mizuho Securities | Target | Target: $62 | Target: $68 |
| Aug 5, 2026 | Barclays | Reiterate | Rating: —Target: $50 | Target: $52 |
| Jul 10, 2026 | Jefferies | Reiterate | Rating: —Target: $51 | Target: $66 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $58.60B · Total debt $3.84B · Total assets $334.66B · Shareholders' equity −$785.0M
- Revenue
- $1.66B
- Operating income
- −$493.0M
- Net income
- −$453.0M
HistoryDividendAnnual yield
| Institutions | 98.02% | 267.62M shares | |
|---|---|---|---|
| 490 holders · as of Jun 30, 2026 | |||
| Insiders | 0.58% | 1.60M shares | |
| 17 holders · as of Sep 21, 2026 | |||
| Other | 1.40% | 3.82M shares | |
| remainder | |||
273.04M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 9.48% | 25.90M | as of Jun 30, 2026 |
Norges BankInstitution | 6.71% | 18.33M | as of Jun 30, 2026 |
Price T Rowe Associates Inc /MD/Institution | 6.66% | 18.19M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 4.92% | 13.44M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.65% | 12.70M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 21, 2026 | Bertram L. Scott | director | −2,780 | $54.35 |
| Sep 17, 2026 | Craig C. MacKay | director | −2,000 | $54.28 |
| Sep 4, 2026 | Nick Lane | officer: See Remarks | −14,923 | $53.24 |
| Sep 4, 2026 | Arlene Isaacs-Lowe | director | −1,000 | $52.83 |
| Aug 17, 2026 | Jeffrey J. Hurd | officer: Chief Operating Officer | −14,359 | $51.98 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Equitable | $52.72 | −2.13% | $14.70B | — | 6.5 | 1.4 | −29.8% |
| Ameriprise Financial | $502.55 | −6.19% | $48.16B | 12.9 | 10.3 | 2.4 | +14.6% |
| Prudential Financial | $116.67 | −1.57% | $41.13B | 10.7 | 8.3 | 0.6 | +2.8% |
| Lincoln Financial | $40.69 | −2.38% | $7.98B | 3.5 | 4.9 | 0.4 | +21.2% |
| Jackson Financial | $128.20 | −2.78% | $9.20B | 169.1 | 4.3 | 1.4 | — |
| BlackRock | $1,068.17 | −2.03% | $168.99B | 26.1 | 17.9 | 6.2 | +30.6% |
| T. Rowe Price | $102.74 | −1.81% | $22.42B | 10.5 | 10.0 | 3.0 | +10.7% |
| Median | 11.8 | 9.1 | 1.9 | +14.6% |