EQH lifts its dividend 11% as operating cash flow jumps and the insurer advances a major merger with Corebridge Financial.
Corebridge Financial trades at a discounted 7.1x forward P/E, reflecting market skepticism post-AIG exit and amid Equitable merger integration risks. CRBG's $380B AUM, stable 3.67% dividend yield, and aggressive $2B buyback program highlight management's focus on shareholder returns over debt reduction. Operational efficiency improved to 18.5%, with product rotation toward fee-based revenue and fixed-indexed annuities reducing sensitivity to market fluctuations.
Equitable Holdings, Inc. (EQH) Q1 2026 Earnings Call Transcript
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 9,129 | $311,011.06 | $445,997.29 | $134,986.23 | 43.4% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 171,850 | $6.36M | $8.38M | $2.02M | 31.82% |
| ABB Alexander Bjornager Bonde Danske Bank A/S | 144,861 | $6.9M | $7.08M | $174,557.2 | 2.53% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 592 | $24,232.32 | $28,824.48 | $4,592.16 | 18.95% |
Richard S. Pzena Pzena Investment Management | 4.46M | $126.1M | $217.7M | $91.61M | 72.65% |
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TG Thomas Gallagher Evercore ISI Group | 697.35 | $33,333.33 | $34,470.01 | $1,136.68 | 3.41% |
| Financial Services Industry | Financials Sector | Mark Pearson CEO | NYSE Exchange | 29452E101 CUSIP |
| US Country | 8,000 Employees | 1 Jun 2026 Last Dividend | - Last Split | 10 May 2018 IPO Date |
Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company on a global scale. It provides a broad array of financial products and services across six segments: Individual Retirement, Group Retirement, Investment Management and Research, Protection Solutions, Wealth Management, and Legacy. Initially known as AXA Equitable Holdings, Inc., the company underwent a name change to Equitable Holdings, Inc. in January 2020, marking a new chapter in its long history since its founding in 1859. Based in New York, New York, Equitable Holdings has established itself as a trusted provider in the financial sector, catering to the needs of affluent individuals, educational entities, small and medium-sized businesses, and not-for-profit organizations among others.