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
The headline numbers for Equitable Holdings (EQH) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Equitable Holdings, Inc. (EQH) came out with quarterly earnings of $1.62 per share, beating the Zacks Consensus Estimate of $1.6 per share. This compares to earnings of $1.35 per share a year ago.
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.
Insurers Corebridge and Equitable have launched a merger valuing the combined company at $22 billion. The deal, announced Thursday (March 26), creates a retirement, life, wealth and investment company with $1.5 trillion in assets under management.
Corebridge Financial (NYSE: CRBG) and Equitable Holdings Inc. (NYSE:EQH) on Thursday announced a definitive agreement to merge in an all-stock transaction, creating a retirement, life, wealth, and asset management company with approximately $1.5 trillion in assets under management and administration. The deal values the combined company at roughly $22 billion based on each company's closing stock price on March 25, 2026.
Corebridge Financial and Equitable Holdings agreed to merge in an all-stock deal that values the combined company at $22 billion.
Advent International L.P. bought a new stake in Equitable Holdings, Inc. (NYSE: EQH) during the third quarter, according to its most recent disclosure with the SEC. The institutional investor bought 529,600 shares of the company's stock, valued at approximately $26,893,000. Equitable accounts for about 0.5% of Advent International L.P.'s investment portfolio, making the
Equitable Holdings is rated a "strong buy" despite a 23% stock decline, driven by market panic over private credit losses. EQH's wealth management segment is the crown jewel, delivering 40% earnings growth and robust organic net flows, with further upside from the Stifel acquisition in 2026. Private credit exposure is well-managed, with high-quality underwriting and limited risk concentration; fears appear overblown given EQH's conservative portfolio and excess capital.
Several major companies just expanded their share repurchase authorizations, giving them fresh capacity to retire stock in 2026. In a market where buybacks matter more than ever for per-share results, that kind of firepower can provide a meaningful tailwind—especially when growth is uneven, and investors are scrutinizing capital allocation.