EQH, EQH-PA, EQH-PC · CIK 0001333986 · operating
Equitable Holdings operates as a diversified financial services company providing retirement savings, insurance, and investment management solutions primarily to affluent individuals, institutional clients, and small to medium-sized businesses. The company's product suite includes variable annuities with structured strategies, fixed and indexed universal life insurance, group employee benefits, and discretionary investment advisory services. Founded in 1859 and formerly known as AXA Equitable Holdings, the company rebranded to Equitable Holdings in 2020 and is headquartered in New York.
The company is organized into six operating segments. Individual Retirement focuses on variable annuities targeting affluent and high net worth clients. Group Retirement provides tax-deferred investment vehicles and retirement services to educational institutions, municipalities, nonprofits, and smaller businesses. The Asset Management segment delivers investment management services across institutional, retail, and private wealth channels. Protection Solutions offers life insurance products including variable universal life, indexed universal life, and term life policies, alongside group employee benefits such as life, dental, vision, and disability coverage. Wealth Management provides discretionary and advisory investment accounts combined with financial planning and insurance products. The Legacy segment manages capital-intensive fixed-rate guaranteed minimum benefit annuity business including return-of-premium death benefits.
The company operates globally, serving clients across North America and international markets through its diversified product distribution channels and advisory platforms.
Fiscal years are as reported by the company and may not align with the calendar year. For example, Apple's FY 2024 ends in September 2024.
| Fiscal Year | EPS Diluted | EPS Basic | YoY | |
|---|---|---|---|---|
| 2025 | $-4.83 | $-4.83 | -227.8% | |
| 2024 | $3.78 | $3.82 | +8.6% | |
| 2023 | $3.48 | $3.49 | -22.5% | |
| 2022 | $4.49 | $4.52 | +462.1% | |
| 2021 | $-1.24 | $-1.24 | +20.5% | |
| 2020 | $-1.56 | $-1.56 | +20.8% | |
| 2019 | $-1.97 | $-1.97 | -100.0% | |
| 2018 | $3570000.00 | $3570000.00 | — |
| Report Date | Filed | Accession Number | |
|---|---|---|---|
| 2025-12-31 | 2026-02-25 | 0001333986-26-000012 | SEC ↗ |
| 2024-12-31 | 2025-02-24 | 0001333986-25-000011 | SEC ↗ |
| 2023-12-31 | 2024-02-26 | 0001333986-24-000009 | SEC ↗ |
| 2022-12-31 | 2023-02-21 | 0001333986-23-000004 | SEC ↗ |
| 2021-12-31 | 2022-02-22 | 0001333986-22-000006 | SEC ↗ |
| 2020-12-31 | 2021-02-24 | 0001333986-21-000011 | SEC ↗ |
| 2019-12-31 | 2020-02-27 | 0001333986-20-000015 | SEC ↗ |
| 2018-12-31 | 2019-03-08 | 0001333986-19-000010 | SEC ↗ |