Jun 2026 (Q2 FY26) — Aug 5, 2026
Equitable Holdings Q2 FY26 — Merger Progress and Strong Earnings Growth
Read the full callEquitable Holdings earnings: last reported Wed, 5 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,658 | −29.8% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | Operating profit / revenue | Quarter to Jun 2026 | Not in the filed figures for the quarter to jun 2026. No older figure is substituted. | ||
| Net profit | -453 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
1Y: $47.41 on 17 Oct 2025 → $53.17. High $54.5 (6 Oct 2026), low $35.34 (27 Mar 2026).
Overview
Call summaries
Equitable Holdings Q2 FY26 — Merger Progress and Strong Earnings Growth
Read the full callEquitable Holdings Q1 FY26 — Strong Earnings Growth and Corebridge Merger Progress
Read the full callEvery analysed call
Financials
Net profit, year on year: −30% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 3,073 | 3,621 | 4,576 | 2,362 | 1,450 | 3,277 | 4,230 | 1,658 |
| Profit before tax | -11 | 1,197 | 174 | -363 | -1,348 | 344 | 887 | -493 |
| Tax rate | 354.6% | 15.2% | 13.8% | 22.0% | 9.9% | 9.6% | 17.6% | 28.4% |
| Net profit | -132 | 899 | 63 | -349 | -1,309 | 215 | 621 | -453 |
| EPS ($ per share) | -0.46 | — | 0.16 | -1.21 | -4.47 | — | 2.16 | -1.68 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 5 | 5 | 5 | 4 | 4 | 5 | 5 | 5 |
| Reserves | 13,937 | 11,744 | 10,699 | 8,880 | 9,825 | 10,250 | 10,627 | 8,366 |
| Total liabilities | 205,224 | 234,406 | 258,077 | 278,699 | 249,106 | 271,550 | 292,179 | 316,202 |
| Total assets | 220,779 | 249,818 | 275,397 | 292,262 | 252,702 | 276,695 | 295,727 | 317,990 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 61 | -216 | -61 | -193 | -250 | -208 | 2,006 | 714 |
| Cash from investing | -2,049 | -8,496 | -7,823 | -12,689 | -7,487 | -4,851 | -15,855 | -10,968 |
| Cash from financing | 1,655 | 8,705 | 9,674 | 11,948 | 7,045 | 9,000 | 12,441 | 15,716 |
| Net cash flow | -345 | 1 | 1,813 | -952 | -748 | 3,964 | -1,428 | 5,498 |
| Capital expenditure | 0 | — | — | — | — | — | — | — |
| Free cash flow | 61 | — | — | — | — | — | — | — |
| KPI | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Net new assets AllianceBernstein | -$7.1BAB had net outflows of $7.1 billion in the first quarter, driven primarily by active equities and taxable fixed income.Source: earnings call transcript | $800MFinally, organic growth at AllianceBernstein returned to positive territory with net inflows of $0.8 billion.Source: earnings call transcript | — |
| Assets under management (AUM) Private markets | $85BTotal private markets AUM increased 13% year-over-year to $85 billion.Source: earnings call transcript | $91BPrivate markets remains a bright spot with AUM up 18% year-over-year to $91 billion at June 30, reaching the $90 billion to $100 billion target level over a year ahead of schedule.Source: earnings call transcript | +7.1% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
152 filings between Oct 20, 2025 and Sep 21, 2026.
Purchases
$4.9K
1 purchase by 1 insider
Sales
$30.45M
63 sales by 8 insiders
81% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Pearson Mark | — | $17.82M | Jul 20, 2026 |
| Lane Nick | — | $6.00M | Sep 4, 2026 |
| HURD JEFFREY J | — | $4.81M | Aug 17, 2026 |
| Eckert William James IV | — | $822.8K | Aug 10, 2026 |
| Stonehill Charles G.T. | — | $386.6K | Aug 6, 2026 |
| SCOTT BERTRAM L | — | $327.6K | Sep 21, 2026 |
| MacKay Craig C | — | $221.6K | Sep 17, 2026 |
| Isaacs-Lowe Arlene | — | $52.8K | Sep 4, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 21, 2026 | SCOTT BERTRAM L Director | Sale | 2,780 | $151.1K |
| Sep 17, 2026 | MacKay Craig C Director | Sale | 2,000 | $108.5K |
| Sep 4, 2026 | Lane Nick See Remarks | Sale | 14,923 | $794.5K |
| Sep 4, 2026 | Isaacs-Lowe Arlene Director | Sale | 1,000 | $52.8K |
| Aug 17, 2026 | HURD JEFFREY J Chief Operating Officer | Sale 10b5-1 plan | 2,241 | $117.7K |
| Aug 17, 2026 | HURD JEFFREY J Chief Operating Officer | Sale 10b5-1 plan | 500 | $26.5K |
| Aug 17, 2026 | HURD JEFFREY J Chief Operating Officer | Sale 10b5-1 plan | 300 | $15.9K |
| Aug 17, 2026 | HURD JEFFREY J Chief Operating Officer | Sale 10b5-1 plan | 2,459 | $126.4K |
| Aug 17, 2026 | HURD JEFFREY J Chief Operating Officer | Sale 10b5-1 plan | 4,659 | $239.4K |
| Aug 17, 2026 | HURD JEFFREY J Chief Operating Officer | Sale 10b5-1 plan | 4,200 | $220.6K |
| Aug 17, 2026 | HURD JEFFREY J Chief Operating Officer | Option exercise 10b5-1 plan | 9,359 | $199.7K |
| Aug 11, 2026 | MacKay Craig C Director | Sale | 2,200 | $113.0K |
| Aug 10, 2026 | Pearson Mark President and CEO | Award | 1,359 | $0 |
| Aug 10, 2026 | Raju Robin M Chief Financial Officer | Award | 320 | $0 |
| Aug 10, 2026 | HURD JEFFREY J Chief Operating Officer | Award | 272 | $0 |
| Aug 10, 2026 | Eckert William James IV Chief Accounting Officer | Award | 48 | $0 |
| Aug 10, 2026 | Lane Nick See Remarks | Award | 314 | $0 |
| Aug 10, 2026 | Meyers Kurt Chief Legal Officer, Secretary | Award | 197 | $0 |
| Aug 10, 2026 | BERNSTEIN SETH P See Remarks | Award | 104 | $0 |
| Aug 10, 2026 | Eckert William James IV Chief Accounting Officer | Sale | 947 | $50.1K |
| Aug 6, 2026 | Stonehill Charles G.T. Director | Sale | 7,500 | $386.6K |
| Aug 6, 2026 | SCOTT BERTRAM L Director | Sale | 1,466 | $75.0K |
| Jul 20, 2026 | Pearson Mark President and CEO | Sale 10b5-1 plan | 136 | $6.7K |
| Jul 20, 2026 | Pearson Mark President and CEO | Sale 10b5-1 plan | 39,564 | $1.92M |
| Jul 20, 2026 | Pearson Mark President and CEO | Option exercise 10b5-1 plan | 27,200 | $630.5K |
| Jul 15, 2026 | HURD JEFFREY J Chief Operating Officer | Option exercise 10b5-1 plan | 9,358 | $199.7K |
| Jul 15, 2026 | HURD JEFFREY J Chief Operating Officer | Sale 10b5-1 plan | 4,200 | $205.9K |
| Jul 15, 2026 | HURD JEFFREY J Chief Operating Officer | Sale 10b5-1 plan | 800 | $38.4K |
| Jul 15, 2026 | HURD JEFFREY J Chief Operating Officer | Sale 10b5-1 plan | 7,958 | $390.0K |
| Jul 15, 2026 | HURD JEFFREY J Chief Operating Officer | Sale 10b5-1 plan | 1,400 | $67.2K |
| Jun 18, 2026 | Pearson Mark President and CEO | Sale 10b5-1 plan | 39,700 | $1.80M |
| Jun 18, 2026 | Pearson Mark President and CEO | Option exercise 10b5-1 plan | 27,200 | $630.5K |
| Jun 15, 2026 | HURD JEFFREY J Chief Operating Officer | Sale 10b5-1 plan | 5,000 | $225.6K |
| Jun 15, 2026 | HURD JEFFREY J Chief Operating Officer | Sale 10b5-1 plan | 9,358 | $422.1K |
| Jun 15, 2026 | HURD JEFFREY J Chief Operating Officer | Option exercise 10b5-1 plan | 9,358 | $199.7K |
| Jun 10, 2026 | Eckert William James IV Chief Accounting Officer | Sale | 6,200 | $259.3K |
| Jun 8, 2026 | Pearson Mark President and CEO | Award | 1,719 | $0 |
| Jun 8, 2026 | Eckert William James IV Chief Accounting Officer | Award | 61 | $0 |
| Jun 8, 2026 | Meyers Kurt Chief Legal Officer, Secretary | Award | 250 | $0 |
| Jun 8, 2026 | Raju Robin M Chief Financial Officer | Award | 406 | $0 |
| Jun 8, 2026 | BERNSTEIN SETH P See Remarks | Award | 131 | $0 |
| Jun 8, 2026 | Lane Nick See Remarks | Award | 398 | $0 |
| Jun 8, 2026 | HURD JEFFREY J Chief Operating Officer | Award | 344 | $0 |
| Jun 4, 2026 | SCOTT BERTRAM L Director | Sale | 2,470 | $101.5K |
| May 20, 2026 | Stansfield George Director | Award | 4,400 | $185.0K |
| May 20, 2026 | Isaacs-Lowe Arlene Director | Award | 4,400 | $185.0K |
| May 20, 2026 | Hondal Francis Director | Award | 4,400 | $185.0K |
| May 20, 2026 | Dachille Douglas A. Director | Award | 4,400 | $185.0K |
| May 20, 2026 | Kaye Daniel G Director | Award | 4,400 | $185.0K |
| May 20, 2026 | Stonehill Charles G.T. Director | Award | 4,400 | $185.0K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
Your own record
Free account. Everything above stays public.
Write why you follow Equitable Holdings, Inc. and the condition you want checked. Inve compares your numeric conditions with available results and management guidance; your own conditions remain yours to review.
Keep reading