Every material Form 8-K Equitable filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Equitable Holdings reported third-quarter 2026 net income of $1.1 billion, or $4.05 per share, compared to a net loss in the prior-year period. Non-GAAP operating earnings were $595 million, or $2.13 per share, as the company experienced positive organic growth across its retirement, wealth management, and asset management businesses and returned $320 million to shareholders.
Net income attributable to Holdings was $1.1 billion, or $4.05 per share, for the quarter ended September 30, 2026.
Non-GAAP operating earnings reached $595 million, or $2.13 per share.
The company returned $320 million to shareholders in the quarter, consisting of $82 million in dividends and $238 million in share repurchases.
Total assets under management and administration increased to $1.2 trillion.
Seth Bernstein will retire as CEO of AllianceBernstein effective March 31, 2027, and will step down as head of asset management at Equitable Holdings. Onur Erzan, currently AB's President and a member of Equitable's Management Committee, will become AB's CEO and President effective April 1, 2027. At the September 23, 2026 annual meeting, shareholders elected all nine director nominees, ratified PricewaterhouseCoopers as auditor, and approved the advisory vote on executive pay.
Seth Bernstein retires as AB CEO effective March 31, 2027, and steps down as Equitable's head of asset management; he will remain on the AB Board.
Onur Erzan named AB CEO and President effective April 1, 2027, with a fiscal 2027 total compensation target of $13.5 million and a base salary of $650,000.
Bernstein's retirement agreement includes a $2.5 million AB Holding unit award and 26 weeks of salary continuation totaling $325,000, subject to compliance conditions.
Annual meeting on September 23, 2026: PricewaterhouseCoopers ratified with 241,391,012 votes for and 7,850,494 against; say-on-pay approved with 235,558,213 votes for.
Equitable Holdings reported a second-quarter 2026 net loss of $453 million, or $1.68 per share, wider than the $349 million loss a year earlier. Non-GAAP operating earnings rose to $488 million, or $1.70 per share, from $352 million, or $1.10 per share, in the prior-year quarter. Shareholders approved the merger with Corebridge Financial on July 30, and the company expects it to close by year-end 2026.
Net loss attributable to Holdings was $453 million, or $1.68 per share, versus a $349 million loss, or $1.21 per share, in Q2 2025.
Non-GAAP operating earnings were $488 million, or $1.70 per share, up from $352 million, or $1.10 per share; excluding notable items, they were $501 million, or $1.75 per share.
The company returned $449 million to shareholders in the quarter, including $366 million of share repurchases and $83 million of dividends.
Shareholders approved the Corebridge Financial merger on July 30, 2026; closing is expected by year-end 2026, subject to regulatory approvals.
Equitable Holdings reported first quarter 2026 net income of $621 million, or $2.14 per share, up from $63 million a year earlier. Non-GAAP operating earnings rose to $472 million, or $1.62 per share, from $421 million, and were $491 million, or $1.68 per share, excluding notable items. The company reaffirmed its 2026 guidance of $1.8 billion of cash generation and over 15% earnings per share growth, and said the pending all-stock merger with Corebridge Financial remains on track to close by year-end 2026.
Net income attributable to Holdings was $621 million ($2.14 per share), compared with $63 million ($0.16 per share) in the first quarter of 2025.
Non-GAAP operating earnings per share were $1.62, up from $1.30; excluding notable items, $1.68.
Asset Management had net outflows of $7.1 billion, while Retirement had net inflows of $1.3 billion and Wealth Management had advisory net inflows of $2.0 billion.
The company returned $223 million to shareholders in the quarter and reaffirmed its 2026 guidance of $1.8 billion of cash generation and over 15% EPS growth.
On April 8, 2026, Equitable Holdings entered a Voting and Support Agreement with Nippon Life Insurance Company and Corebridge Financial, linked to the Merger Agreement dated March 26, 2026. Under the agreement, Nippon Life must vote its Corebridge common stock in favor of the merger, subject to limited qualifications, and pursue regulatory approvals. The filing does not state deal value or financial results, so its effect on Equitable shareholders is not quantified here.
Agreement dated April 8, 2026, among Equitable, Corebridge Financial and Nippon Life Insurance Company, filed as Exhibit 10.1
Nippon Life must vote its Covered Stock in favor of the Merger Agreement transactions, subject to certain limited qualifications
At closing, HoldCo and Nippon Life would enter a new Stockholder's Agreement and Registration Rights Agreement, replacing agreements dated December 9, 2024
The Voting and Support Agreement terminates at the earlier of merger closing, merger termination or certain other specified events
Equitable Holdings and Corebridge Financial agreed on March 26, 2026 to combine in an all-stock merger under a new parent company that will be named Equitable Holdings, Inc. Equitable shareholders would receive 1.55516 new shares for each Equitable share, and Equitable shareholders would own about 49% of the combined company, so existing Equitable holders would give up control to Corebridge holders, who would own about 51%.
Exchange ratio: 1.55516 HoldCo shares per Equitable common share; 1.000 HoldCo share per Corebridge common share
Combined company valued at about $22 billion based on March 25, 2026 closing prices, with $1.5 trillion in assets under management and administration
Closing expected by year-end 2026, subject to regulatory approvals and shareholder votes at both companies; outside date is December 26, 2026
Combined company expects more than $500 million of run-rate expense synergies by the end of 2028
Equitable Holdings reported a full-year 2025 net loss of $1.4 billion, compared with net income of $1.3 billion in 2024, and full-year Non-GAAP operating earnings per share fell to $5.64 from $5.92. Fourth-quarter Non-GAAP operating EPS rose to $1.73 from $1.55, while GAAP net income fell to $215 million from $892 million. The company expects 2026 cash generation of approximately $1.8 billion, up from $1.6 billion in 2025, and returned $1.8 billion to shareholders in 2025.
Full-year 2025 net loss attributable to Holdings was $1.4 billion, or $(4.83) per share, versus net income of $1.3 billion in 2024.
Fourth-quarter 2025 net income was $215 million, or $0.70 per share, down from $892 million in the fourth quarter of 2024.
Full-year Non-GAAP operating EPS was $5.64 versus $5.92 in 2024; fourth-quarter Non-GAAP operating EPS was $1.73 versus $1.55.
The company expects cash generation of approximately $1.8 billion in 2026, up from $1.6 billion in 2025.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Equitable filing is on SEC EDGAR ↗. 8-K briefs of other companies →