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Equitable Holdings EQH · USD

Financials · US listing · 🇺🇸 United States

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55.41

+5.22%

Close of 9 Nov 2026, in USD

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About Equitable Holdings

From its filings with the US Securities and Exchange Commission

SEC filings

Equitable Holdings is based in New York, New York and is incorporated in Delaware. Its shares trade on NYSE under the ticker EQH. The SEC classifies its business as insurance agents, brokers & service. In the fiscal year to 31 December 2025, it reported revenue of $11.66bn and a net loss of $1.38bn. At that date it held total assets of $317.99bn and shareholders' equity of −$74.0m.

In its own words

Our strategy is to participate across the retirement value chain by acting as a product manufacturer (Equitable), asset manager (AB), and distributor (Equitable Advisors). We believe that having an integrated business model enables us to better serve our clients while also generating flywheel benefits across the enterprise, as each franchise works in tandem to convert the higher investment returns we secure for our clients through our financial advice and asset management activities into higher sales and net flows of Equitable retirement products.

We are a holding company that operates our business through several direct and indirect subsidiaries. The following organizational chart presents the ownership of our principal subsidiaries as of December 31, 2025.

(1)We own an approximate 68% economic interest in AB through various wholly-owned subsidiaries. For additional information, see Note 1 of the Notes to the Consolidated Financial Statements.

We earn revenues predominantly from fee income, income from investments, and insurance premiums. Our profitability depends on our ability to properly price and manage risk on annuity and insurance products, to manage our portfolio of investments effectively, and to control costs through expense discipline.

Quoted from its 10-K, filed 25 Feb 2026. Read the filing on SEC.gov ↗

Company facts

Sector
Financials
Industry
Diversified Financial Services
Listed since
10 May 2018
Employees
8,000
Head office
1345 AVENUE OF THE AMERICAS, NEW YORK, NY, 10105
Incorporated in
DE
Classification
Insurance Agents, Brokers & Service
Filer status
Large accelerated filer

Leadership

Pay as last reported

  • Ms. Joan Lamm-TennantNon-Executive Independent Chairman of the Board$818,913
  • Mr. Mark PearsonPresident, Chief Executive Officer, Director$17.4m
  • Mr. Robin RajuChief Financial Officer$5.7m
  • Mr. Jeffrey HurdChief Operating Officer$6.0m
  • Mr. Seth BernsteinHead of Asset Management$12.1m
  • Mr. Nick LaneHead of Retirement, Wealth Management, Protection Solutions$5.8m
  • Mr. Kurt MeyersChief Legal Officer, Company Secretary
  • Mr. Douglas DachilleIndependent Director
  • Ms. Francis HondalIndependent Director$300,039
  • Ms. Arlene Isaacs-LoweIndependent Director$300,039
  • Mr. Daniel KayeIndependent Director$627,914
  • Mr. Craig MackayIndependent Director$300,039

Environmental, social and governance

Scores out of 100, from our data supplier

ESG
Overall
90
Environment
80
Social
99
Governance
91
Direct emissions (scope 1)
1,715 t
Energy emissions (scope 2)
5,700 t
Value chain emissions (scope 3)
1,853 t
Women in the workforce
55%
Carbon reduction policy
Yes
Human rights policy
Yes

SWOT analysis

AI-generated by our data supplier. Not written or checked by our editors.

AI-generated

Strengths

  • Equitable Holdings Inc, a leading financial services company, possesses several strengths that contribute to its success:

Weaknesses

  • Despite its strengths, Equitable Holdings Inc faces certain weaknesses:

Opportunities

  • Equitable Holdings Inc can leverage the following opportunities to further grow and enhance its business:

Threats

  • Equitable Holdings Inc should be aware of the following threats that could impact its business:

Sources and methodology

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