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Company Dossier · Financials

Equitable Holdings

EQHNYSEWILMINGTON, US-DE, USLarge capWebsite ↗
  • Russell 1000
  • MidCap 400

What Equitable Holdings is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.

Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →

The latest read

Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.

  • Revenue over the four quarters to June 30, 2026: $10.6 billion, down 22% from a year earlier.SEC EDGAR filings (XBRL)
  • Share buybacks in the fiscal year to December 31, 2025: $1.45 billion.SEC EDGAR filings (10-K)
  • Long-term debt issued in the fiscal year to December 31, 2025: $0.50 billion.SEC EDGAR filings (10-K)
  • Latest earnings call or results release (August 5, 2026): sentiment 0.80 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.90 of 1.Palanor Discourse
  • Guidance in the last 90 days: 0 outlook figures raised, 0 lowered, 2 held.Guidance Ledger (8-K results releases)
  • Latest annual report (filed February 25, 2026): 0 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
  • Insiders were net sellers in Q3 2026: $5.1 million on the open market.SEC Form 4
  • 483 institutional managers reported a position at June 30, 2026 (−60 on the quarter before).SEC Form 13F
  • H-1B filings certified in Q2 2026: 22 (16 a year earlier).U.S. Department of Labor (OFLC)

Company Posture

How Company Posture is measured →

Company Posture covers S&P 500 companies.

Credit

How these are built →

No bond term sheets or tagged debt on file for Equitable Holdings yet.

Charts

Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.

Cash flow

Business

Equitable Holdings: operating cash flow and capital expenditure

Trailing twelve months, $ billions, from SEC filings

Data to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Equitable Holdings: revenue, trailing twelve months

$ billions, from SEC filings

$10.6BData to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

Capital returned and raised

Business

Equitable Holdings: share buybacks by fiscal year

Cash paid to repurchase common stock, $ billions, from the 10-K

$1.5BData to Dec 2025
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Equitable Holdings: debt issued and repaid by fiscal year

Long-term debt, $ billions, from the 10-K

Data to Dec 2025
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Equitable Holdings: debt due within a year and cash

At each balance-sheet date, $ billions, from SEC filings

Data to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Equitable Holdings: interest coverage

Operating income ÷ interest expense, trailing twelve months, from SEC filings

−1.5Data to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

What the company says

Business

Equitable Holdings: earnings call sentiment

Palanor Discourse score per call, −1 to +1

0.80Data to Aug 2026
ImageDataPalanor calculation
Business

Equitable Holdings: earnings call confidence

Palanor Discourse score per call, 0 to 1

0.90Data to Aug 2026
ImageDataPalanor calculation
Business

Equitable Holdings: risk factors added per annual report

New Item 1A risk factors in each 10-K

2.0Data to Feb 2025
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Equitable Holdings: total AUA

KPI Ledger, as reported in the company's results releases, $ billions

140.6Data to Jun 2026
ImageDataKPI Ledger by Palanor · source: SEC EDGAR
Business

Equitable Holdings: segment net flows

KPI Ledger, as reported in the company's results releases, $ billions

0.8Data to Jun 2026
ImageDataKPI Ledger by Palanor · source: SEC EDGAR
Business

Equitable Holdings: total AUM

KPI Ledger, as reported in the company's results releases, $ billions

905.5Data to Jun 2026
ImageDataKPI Ledger by Palanor · source: SEC EDGAR

Hiring and ownership

Business

Equitable Holdings: H-1B filings certified

Labor Condition Applications by quarter received

22.0Data to Jun 2026
ImageDataU.S. Department of Labor, Office of Foreign Labor Certification disclosure data, dol.gov
Business

Equitable Holdings: insider net buying

Open-market purchases minus sales by officers and directors, $ millions, by quarter

−$5.1MData 23 days ago
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Equitable Holdings: institutional holders

Managers reporting a position on Form 13F, by quarter

483.0Data to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

Filings and records

The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.

  1. Oct 20, 2026Lobbying
    Lobbying report (RIDGELINE ADVOCACY GROUP LLC)third_quarter 2026 · $0.1 million
  2. Oct 20, 2026Lobbying
    Lobbying report (STEPTOE LLP)third_quarter 2026
  3. Oct 20, 2026Lobbying
    Lobbying report (MINDSET ADVOCACY, LLC)third_quarter 2026
  4. Oct 19, 2026Lobbying
    Lobbying report (JENKINS HILL CONSULTING, LLC)third_quarter 2026 · $0.0 million
  5. Sep 25, 20268-K
    Director or officer changeItem 5.02
  6. Sep 25, 20268-K
    Shareholder vote resultsItem 5.07
  7. Sep 18, 2026Trademark
    Trademark application: RETIREMENT MILESTONES
  8. Jul 30, 20268-K
    Shareholder vote resultsItem 5.07
  9. Jul 21, 2026Lobbying
    Lobbying report (RIDGELINE ADVOCACY GROUP LLC)second_quarter 2026 · $0.1 million
  10. Jul 20, 2026Lobbying
    Lobbying report (STEPTOE LLP)second_quarter 2026
  11. Jul 20, 2026Lobbying
    Lobbying report (MINDSET ADVOCACY, LLC)second_quarter 2026
  12. Jul 14, 2026Lobbying
    Lobbying report (JENKINS HILL CONSULTING, LLC)second_quarter 2026 · $0.0 million
  13. Apr 16, 2026Trademark
    Trademark application: PHYSICIAN’S LIFE INCOME PLAN
  14. Apr 8, 20268-K
    Material agreement signedItem 1.01
  15. Mar 26, 20268-K
    Material agreement signedItem 1.01
  16. Feb 25, 202610-K
    Annual report (10-K)
  17. Oct 23, 2025Trademark
    Trademark application: RETIREMENT MILESTONES
  18. Aug 27, 20258-K
    Material agreement signedItem 1.01
  19. Aug 27, 20258-K
    Material agreement terminatedItem 1.02
  20. Jul 31, 20258-K
    Material agreement signedItem 1.01
  21. Jul 30, 20258-K
    Material agreement signedItem 1.01
  22. Jul 30, 20258-K
    Material agreement terminatedItem 1.02
  23. May 28, 20258-K
    Director or officer changeItem 5.02
  24. May 28, 20258-K
    Shareholder vote resultsItem 5.07
  25. May 14, 2025Trademark
    Trademark application: PEAK 35
  26. Mar 18, 2025Patent
    Patent granted: METHOD AND SYSTEM FOR PROVISIONING OF DENTAL IMPLANTS AND RELATED SERVICESUS 12251275
  27. Feb 24, 20258-K
    Material agreement signedItem 1.01
  28. Feb 24, 20258-K
    Material agreement signedItem 1.01
  29. Feb 24, 202510-K
    Annual report (10-K)2 risk factors added, 3 removed
  30. Feb 10, 2025Trademark
    Trademark application: POLICY HEALTH CHECK
  31. Jan 15, 20258-K
    Director or officer changeItem 5.02
  32. Feb 26, 202410-K
    Annual report (10-K)6 risk factors added, 15 removed
  33. Jan 10, 2023Patent
    Patent granted: MULTI-LEVEL, CLUSTER-BASED OPTIMIZATION TECHNIQUESUS 11550824

Peers

Companies in the same sector in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.

CompanyRevenueFree cash flowThrough
Global Payments GPN$10.2B$0.8BJun 30, 2026
RenaissanceRe RNR$11.1B—Jun 30, 2026
Willis Towers Watson WTW$9.9B$1.7BJun 30, 2026
Capital One COF$9.9B$29.7BJun 30, 2026
Old Republic International ORI$9.7B—Jun 30, 2026
First Citizens BancShares FCNCA$9.6B$2.5BJun 30, 2026
Franklin Resources BEN$9.3B$0.9BJun 30, 2026
Fidelity National Information Services FIS$12.2B$2.8BJun 30, 2026

Identity

SEC CIK
1333986
LEI
549300FIBAKMNHPZ4009
Wikidata
Q4655171

Built from SEC EDGAR filings (public domain), the Guidance and KPI Ledgers, Palanor Discourse, U.S. Department of Labor filings, USPTO, USAspending and Senate lobbying records, and rights-checked news headlines. Updated nightly; this page was built Oct 22, 2026. How the Dossier is built

S&P 500, S&P 100, S&P MidCap 400 and Dow Jones Industrial Average are trademarks of S&P Dow Jones Indices LLC or its affiliates; Nasdaq-100 is a trademark of Nasdaq, Inc.; Russell 1000 is a trademark of FTSE Russell. Membership is shown for identification only. Palanor is not affiliated with or endorsed by the index owners.

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