Equitable Holdings, INC. (EQH-PC) — SEC Filings

Overview

Equitable Holdings, INC. (EQH-PC) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 10-Q filed on Nov 7, 2025: Equitable Holdings, Inc. reported a significant net loss of $1,348 million for the nine months ended September 30, 2025, a stark contrast to the net income of $788 million in the prior year period. This substantial decline was primarily driven by net derivative losses of $1,692 million, compared to

Sentiment Summary

Across 50 filings, the sentiment breakdown is: 1 bearish, 49 neutral. The dominant filing sentiment for Equitable Holdings, INC. is neutral.

Filing Type Overview

Equitable Holdings, INC. (EQH-PC) has filed 8 13F-HR, 6 10-Q, 24 8-K, 1 DEFA14A, 2 DEF 14A, 2 10-K, 5 SC 13G/A, 1 SC 13D, 1 SC 13G with the SEC between Feb 2024 to Nov 2025.

Filings by Year

2025 · 2024

Recent Filings (50)

• 13F-HR Filing — 13F-HR · Nov 14, 2025
• Equitable Holdings Swings to $1.35B Loss on Derivative, Investment Hits — 10-Q · Nov 7, 2025 Risk: high
  Equitable Holdings, Inc. reported a significant net loss of $1,348 million for the nine months ended September 30, 2025, a stark contrast to the net income of $
• 8-K Filing — 8-K · Nov 4, 2025
• Equitable Holdings Files 8-K with Financials & Reg FD Disclosure — 8-K · Oct 22, 2025 Risk: low
  Equitable Holdings, Inc. filed an 8-K on October 22, 2025, reporting on financial statements and exhibits. The filing also includes a Regulation FD Disclosure.
• Equitable Holdings Files 8-K Report — 8-K · Sep 9, 2025 Risk: low
  On September 9, 2025, Equitable Holdings, Inc. filed an 8-K report. The filing primarily concerns financial statements and exhibits, with no specific material e
• Equitable Holdings Reports Material Agreement Changes — 8-K · Aug 27, 2025 Risk: medium
  Equitable Holdings, Inc. reported on August 21, 2025, the entry into and termination of material definitive agreements. The filing also includes financial state
• 13F-HR Filing — 13F-HR · Aug 15, 2025
• Equitable Holdings Navigates Q2 with Capital Structure Adjustments — 10-Q · Aug 11, 2025 Risk: medium
  Equitable Holdings, Inc. (EQH-PC) reported its Q2 2025 results, with the filing on August 11, 2025, covering the period ending June 30, 2025. The company's fina
• Equitable Holdings Files 8-K on Financials — 8-K · Aug 5, 2025 Risk: low
  Equitable Holdings, Inc. filed an 8-K on August 5, 2025, reporting on its results of operations and financial condition. The filing also includes Regulation FD
• Equitable Holdings Files 8-K: Material Agreement & Financials — 8-K · Jul 31, 2025 Risk: low
  On July 31, 2025, Equitable Holdings, Inc. filed an 8-K report detailing a material definitive agreement. The filing also includes Regulation FD disclosures and
• Equitable Holdings Terminates Material Agreement — 8-K · Jul 30, 2025 Risk: medium
  On July 29, 2025, Equitable Holdings, Inc. reported the termination of a material definitive agreement. The filing does not specify the counterparty or the natu
• Equitable Holdings Reports Director, Officer, and Bylaw Changes — 8-K · May 28, 2025 Risk: low
  Equitable Holdings, Inc. filed an 8-K on May 21, 2025, reporting several key events. These include the departure of directors, the election of new directors, th
• 13F-HR Filing — 13F-HR · May 13, 2025
• Equitable Holdings Files Q1 2025 10-Q — 10-Q · May 1, 2025 Risk: low
  Equitable Holdings, Inc. filed its 10-Q for the period ending March 31, 2025. The filing covers the first quarter of 2025 and provides financial details for the
• Equitable Holdings Files 8-K on Financials — 8-K · Apr 29, 2025 Risk: low
  Equitable Holdings, Inc. filed an 8-K on April 29, 2025, reporting on its results of operations and financial condition. The filing also included Regulation FD
• Equitable Holdings Files Proxy Materials — DEFA14A · Apr 11, 2025 Risk: low
  Equitable Holdings, Inc. filed a Definitive Additional Materials proxy statement on April 11, 2025. This filing relates to the company's proxy materials, which
• Equitable Holdings Files 2025 DEF 14A — DEF 14A · Apr 4, 2025 Risk: low
  Equitable Holdings, Inc. filed a DEF 14A on April 4, 2025, for the fiscal year ending December 31, 2024. The filing details executive compensation, corporate go
• Equitable Holdings Files 8-K: Regulation FD & Exhibits — 8-K · Apr 3, 2025 Risk: low
  On April 3, 2025, Equitable Holdings, Inc. filed an 8-K report. The filing primarily concerns Regulation FD disclosures and financial statements and exhibits. N
• Equitable Holdings Files 8-K Report — 8-K · Apr 2, 2025 Risk: low
  On April 2, 2025, Equitable Holdings, Inc. filed an 8-K report. The filing primarily concerns financial statements and exhibits, along with a Regulation FD disc
• Equitable Holdings Files 8-K Report — 8-K · Mar 26, 2025 Risk: low
  On March 26, 2025, Equitable Holdings, Inc. filed an 8-K report detailing a direct financial obligation. The filing also includes financial statements and exhib
• Equitable Holdings Files 8-K — 8-K · Mar 25, 2025 Risk: low
  On March 25, 2025, Equitable Holdings, Inc. filed an 8-K report. The filing primarily concerns Regulation FD Disclosure and Financial Statements and Exhibits. T
• Equitable Holdings Files 8-K — 8-K · Mar 13, 2025 Risk: low
  Equitable Holdings, Inc. filed an 8-K on March 13, 2025, reporting events as of March 12, 2025. The filing primarily concerns financial statements and exhibits,
• 10-K Filing — 10-K · Feb 24, 2025
• Equitable Holdings Enters Material Definitive Agreement — 8-K · Feb 24, 2025 Risk: medium
  On February 23, 2025, Equitable Holdings, Inc. entered into a material definitive agreement. The filing also includes information regarding Regulation FD disclo
• 13F-HR Filing — 13F-HR · Feb 12, 2025
• Equitable Holdings Files 8-K on Financials — 8-K · Feb 5, 2025 Risk: low
  Equitable Holdings, Inc. filed an 8-K on February 5, 2025, reporting on its results of operations and financial condition. The filing also includes information
• Equitable Holdings Announces Board and Executive Changes — 8-K · Jan 15, 2025 Risk: low
  Equitable Holdings, Inc. announced on January 15, 2025, changes related to its board of directors and executive compensation. The filing details the departure o
• 13F-HR Filing — 13F-HR · Nov 14, 2024
• SC 13G/A Filing — SC 13G/A · Nov 14, 2024
• Equitable Holdings Files SC 13D Amendment — SC 13D · Nov 6, 2024 Risk: medium
  On November 6, 2024, Equitable Holdings, Inc. filed an SC 13D amendment, indicating a change in its beneficial ownership. The filing pertains to AllianceBernste
• Equitable Holdings Files Q3 2024 10-Q — 10-Q · Nov 5, 2024 Risk: low
  Equitable Holdings, Inc. filed its 10-Q for the period ending September 30, 2024. The filing covers the third quarter of 2024 and includes financial data for va
• Equitable Holdings Files 8-K on Financials — 8-K · Nov 4, 2024 Risk: low
  Equitable Holdings, Inc. filed an 8-K on November 4, 2024, reporting on its results of operations and financial condition. The filing also includes information
• SC 13G/A Filing — SC 13G/A · Oct 10, 2024
• 13F-HR Filing — 13F-HR · Aug 14, 2024
• Equitable Holdings Files Q2 2024 10-Q — 10-Q · Aug 1, 2024 Risk: medium
  Equitable Holdings, Inc. filed its 10-Q for the period ending June 30, 2024. The filing covers the second quarter of 2024 and provides financial details for the
• Equitable Holdings Files 8-K on Financials — 8-K · Jul 30, 2024 Risk: low
  Equitable Holdings, Inc. filed an 8-K on July 30, 2024, reporting on its results of operations and financial condition. The filing also includes information rel
• Equitable Holdings Enters Material Definitive Agreement — 8-K · Jun 25, 2024 Risk: medium
  On June 20, 2024, Equitable Holdings, Inc. entered into a material definitive agreement related to its Series A and Series C Preferred Stock. The filing does no
• Equitable Holdings Files 8-K with Financials — 8-K · Jun 17, 2024 Risk: low
  On June 17, 2024, Equitable Holdings, Inc. filed an 8-K report detailing its financial statements and exhibits. The company, formerly known as AXA Equitable Hol
• Equitable Holdings Files 8-K on New Financial Obligation — 8-K · Jun 11, 2024 Risk: medium
  On June 11, 2024, Equitable Holdings, Inc. filed an 8-K report detailing the creation of a direct financial obligation. The filing indicates the company entered
• Equitable Holdings Files 8-K for Shareholder Votes & Exhibits — 8-K · May 22, 2024 Risk: low
  Equitable Holdings, Inc. filed an 8-K on May 22, 2024, to report on matters submitted to a vote of security holders and to file financial statements and exhibit
• 13F-HR Filing — 13F-HR · May 14, 2024
• Equitable Holdings, Inc. Files Q1 2024 10-Q Report — 10-Q · May 2, 2024 Risk: low
  Equitable Holdings, Inc. (EQH-PC) filed a Quarterly Report (10-Q) with the SEC on May 2, 2024. Equitable Holdings, Inc. filed its quarterly report on Form 10-Q
• Equitable Holdings Files 8-K on Financials — 8-K · Apr 30, 2024 Risk: low
  Equitable Holdings, Inc. filed an 8-K on April 30, 2024, reporting on its results of operations and financial condition. The filing also includes Regulation FD
• Equitable Holdings, Inc. Files Definitive Proxy Statement (DEF 14A) — DEF 14A · Apr 9, 2024 Risk:
  Equitable Holdings, Inc. (EQH-PC) filed a Proxy Statement (DEF 14A) with the SEC on April 9, 2024. Equitable Holdings, Inc. filed a DEF 14A form on April 9, 202
• Equitable Holdings, Inc. Files 2023 Annual Report on Form 10-K — 10-K · Feb 26, 2024 Risk: medium
  Equitable Holdings, Inc. (EQH-PC) filed a Annual Report (10-K) with the SEC on February 26, 2024. Equitable Holdings, Inc. filed its 2023 Form 10-K on February
• SC 13G Filing — SC 13G · Feb 14, 2024
• SC 13G/A Filing — SC 13G/A · Feb 14, 2024
• SC 13G/A Filing — SC 13G/A · Feb 14, 2024
• SC 13G/A Filing — SC 13G/A · Feb 13, 2024
• 13F-HR Filing — 13F-HR · Feb 13, 2024

Risk Profile

Risk Assessment: Of EQH-PC's 33 recent filings, 1 were flagged as high-risk, 9 as medium-risk, and 23 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.

Financial Highlights

Key financial metrics from Equitable Holdings, INC.'s most recent 10-Q filing (Nov 7, 2025):

• Revenue: $8,388 million
• Net Income: -$1,348 million
• EPS: -$5.43
• Debt-to-Equity: 25.9
• Cash Position: $13,604 million
• Operating Margin: N/A
• Total Assets: $314,409 million
• Total Debt: $3,833 million

Industry Context

The financial services industry, particularly life insurance and asset management, is navigating a complex environment characterized by fluctuating interest rates, market volatility, and evolving regulatory landscapes. Companies are increasingly focused on strategic partnerships and joint ventures, as seen with Equitable's Asset Management segment, to optimize operations and expand market reach. Competition remains intense across all segments, from retirement solutions to wealth management advice.

Top Tags

8-K (8) · financial-reporting (7) · financials (6) · 10-Q (5) · material-agreement (4) · disclosure (4) · corporate-governance (4) · filing (3) · Equitable Holdings (3) · Insurance (2)

Key Numbers

• Net Loss: $1.35B — For the nine months ended September 30, 2025, a significant decline from $788M net income in the prior year.
• Total Equity Attributable to Holdings: $148M — As of September 30, 2025, down from $1.565B at December 31, 2024, indicating substantial erosion.
• Net Derivative Losses: $1.69B — For the nine months ended September 30, 2025, a primary driver of the net loss.
• Other Investment Losses, Net: $1.21B — For the nine months ended September 30, 2025, contributing significantly to the overall loss.
• Cash and Cash Equivalents: $13.60B — As of September 30, 2025, an increase from $6.96B at December 31, 2024.
• Policyholders' Account Balances: $129.56B — As of September 30, 2025, an increase from $110.93B at December 31, 2024.
• Basic EPS: $4.47 — Net loss per common share for the three months ended September 30, 2025.
• Common Shares Outstanding: 286.5M — As of November 5, 2025.
• Redemption of Preferred Stock: $439M — For the nine months ended September 30, 2025, impacting equity.
• Commission File Number: 001-38469 — Identifies the company's filing with the SEC
• IRS Employer Identification No.: 90-0226248 — Company's tax identification number
• End of Reporting Period: 2025-06-30 — The financial statements cover the period up to this date.
• Filing Date: 2025-08-11 — The 10-Q was filed on this date.
• SEC File Number: 001-38469 — Unique identifier for SEC filings.
• Public Document Count: 134 — Number of documents included in the filing.

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