Equitable Holdings, Inc. (EQH)

Equitable Holdings, Inc. is a leading specialized "financial services company focused on retirement, insurance, and asset management," currently led by President and CEO Mark Pearson. The company’s mission is to help people build financial strength so they can live long, fulfilling lives through its specialized Equitable Financial and AllianceBernstein (AB) subsidiaries. Equitable holds a strategic position as a "Diversified Financial Powerhouse," combining a stable retirement business with a high-growth global asset management arm. Equitable Holdings, Inc. stock is a premier "Retirement and Asset Management" play, representing a company that has successfully transitioned from a French subsidiary (AXA) into a leading independent US financial institution.

The company’s business operations are organized into Retirement, Individual Insurance, and Asset Management. In late 2025, Equitable reported record inflows in its specialized "Buffered Annuity" (Structured Capital Strategies®) segment, as investors sought specialized downside protection during market volatility. The company’s future strategy involves "Asset-Light Growth," with 2026 targets focused on expanding its specialized "Wealth Management" advisory channel. For 2026, the firm is prioritizing its specialized "ESG Integrated" investment products through AllianceBernstein. Its competitive moat is its "Dual-Income Stream"—the synergy between its retirement product manufacturing and AB’s active management capabilities allows for superior capital efficiency. By December 2025, Equitable remains a resilient and vital leader in the financial sector, utilizing its technical superiority in risk management to protect the wealth of millions of Americans.

EQH is listed on the New York Stock Exchange under the ticker EQH stock. It is a favorite for value-oriented investors who prize its high-yield dividend and its commitment to returning 50% to 60% of earnings to shareholders. Financial analysts and retirement experts monitor the EQH stock price as a primary gauge of US retirement sentiment and the health of the global asset management industry. By December 2025, Equitable stands as a stable and highly respected force in the banking industry, utilizing its scale to drive financial security.