Equitable Holdings Reports Material Agreement Changes
Ticker: EQH-PC · Form: 8-K · Filed: Aug 27, 2025 · CIK: 1333986
Sentiment: neutral
Topics: material-agreement, filing-update
TL;DR
Equitable Holdings made/broke some big deals on 8/21, filing shows.
AI Summary
Equitable Holdings, Inc. reported on August 21, 2025, the entry into and termination of material definitive agreements. The filing also includes financial statements and exhibits. The company was formerly known as AXA Equitable Holdings, Inc. until November 7, 2017.
Why It Matters
This filing indicates significant shifts in contractual relationships for Equitable Holdings, which could impact its future operations and financial performance.
Risk Assessment
Risk Level: medium — Changes in material definitive agreements can signal shifts in business strategy or financial health, warranting closer scrutiny.
Key Players & Entities
- Equitable Holdings, Inc. (company) — Registrant
- AXA Equitable Holdings, Inc. (company) — Former company name
- August 21, 2025 (date) — Date of earliest event reported
- November 7, 2017 (date) — Date of name change from AXA Equitable Holdings, Inc.
FAQ
What specific material definitive agreements were entered into by Equitable Holdings?
The filing indicates the entry into material definitive agreements but does not specify the details of these agreements in the provided text.
Which material definitive agreements were terminated by Equitable Holdings?
The filing states the termination of material definitive agreements, but the specific agreements are not detailed in the provided text.
What is the significance of the financial statements and exhibits included in this filing?
The financial statements and exhibits provide detailed financial information and supporting documentation related to the company's performance and the events reported.
When did Equitable Holdings officially change its name from AXA Equitable Holdings, Inc.?
Equitable Holdings officially changed its name from AXA Equitable Holdings, Inc. on November 7, 2017.
What is the primary business of Equitable Holdings, Inc. according to its SIC code?
According to its SIC code (6411), Equitable Holdings, Inc. is involved in INSURANCE AGENTS BROKERS & SERVICES.
Filing Stats: 708 words · 3 min read · ~2 pages · Grade level 12.6 · Accepted 2025-08-27 16:14:38
Filing Documents
- axaeq-20250821.htm (8-K) — 30KB
- axaeq-20250821_g1.jpg (GRAPHIC) — 362KB
- 0001333986-25-000052.txt ( ) — 1034KB
- axaeq-20250821.xsd (EX-101.SCH) — 2KB
- axaeq-20250821_def.xml (EX-101.DEF) — 17KB
- axaeq-20250821_lab.xml (EX-101.LAB) — 30KB
- axaeq-20250821_pre.xml (EX-101.PRE) — 18KB
- axaeq-20250821_htm.xml (XML) — 5KB
01 Entry into a Material Definitive Agreement
Item 1.01 Entry into a Material Definitive Agreement. On August 25, 2025, Equitable Holdings, Inc. (the "Company") entered into amendments (the "Amendments") to the Reimbursement Agreements with Commerzbank AG, New York Branch, and MUFG Bank, Ltd., each as an issuer of letters of credit thereunder, to effect changes in terms similar to the provisions of the Revolving Credit Agreement, dated as of July 29, 2025, among the Company, the Subsidiary Account Parties party thereto, the banks party thereto and JPMorgan Chase Bank, N.A., as Administrative Agent, including amendments to financial covenants and related defined terms, among other changes. The Amendment with Commerzbank AG, New York Branch, also included addition of two years of extension options for Commitment Termination Date thereunder. The foregoing description of the Amendments does not purport to be complete and is subject to, and is qualified in its entirety by, reference to the full text of each Amendment, which will be filed as an exhibit to the Company's Quarterly Report on Form 10-Q for the quarter ending September 30, 2025.
02 Termination of a Material Definitive Agreement
Item 1.02 Termination of a Material Definitive Agreement. On August 21, 2025, the Company terminated the bilateral letter of credit facilities under the Reimbursement Agreements, each dated as of February 16, 2018 (as amended, supplemented or otherwise modified from time to time), with each of the following issuers of letters of credit: Barclays Bank PLC, Credit Agricole Corporate and Investment Bank, JPMorgan Chase Bank, N.A., Landesbank Hessen-Thringen Girozentrale, acting through its New York Branch, and Natixis, New York Branch. On August 26, 2025, the Company also terminated the bilateral letter of credit facility under the Reimbursement Agreement, dated as of February 16, 2018 (as amended, supplemented or otherwise modified from time to time), with Citibank Europe PLC.
01 Financial Statements and Exhibits
Item 9.01 Financial Statements and Exhibits. (d) Exhibits Exhibit No. Description of Exhibit 104 Cover Page Interactive Data File (embedded within the Inline XBRL document). SIGNATURE Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. EQUITABLE HOLDINGS, INC. Date: August 27, 2025 By: /s/ Ralph Petruzzo Name: Ralph Petruzzo Title: Deputy General Counsel