Equitable Holdings, Inc.
About Equitable Holdings, Inc.
Equitable Holdings Inc is a financial services company providing retirement, asset management, and wealth management solutions for individual and institutional clients, operating through three segments. The Retirement segment generates the majority of revenue and offers annuities, retirement savings plans, institutional savings products, and includes the spread lending business. The Asset Management segment provides diversified investment management and related services globally through Institutional, Retail, and Private Wealth channels and reflects the business of AB. The Wealth Management segment offers advisory accounts, financial planning and advice, life insurance, and annuity products. Revenues are earned predominantly from fee income, income from investments, and insurance premiums.
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Financial summary
- Revenue FY2025
- $11.7B
- Net income
- -$1.4B
- Total assets
- $318.0B
- Market cap
- $11.5B
- Operating margin
- -10.2%
- Net margin
- -8.9%
Source: SEC EDGAR · updated Jun 8, 2026
Revenue & profit trend
Financial statements
Income statement
- Revenue
- $11.7B
- Operating expenses
- $12.9B
- Operating income
- -$1.2B
- Income tax
- -$156.0M
- Net income
- -$1.0B
- EPS (basic)
- $-4.83
- EPS (diluted)
- $-4.83
Balance sheet
- Total assets
- $318.0B
- Current assets
- $318.0B
- Total liabilities
- $316.2B
- Current liabilities
- $316.2B
- Shareholders’ equity
- $1.5B
Cash flow
- Operating cash flow
- $714.0M
- Investing cash flow
- -$11.0B
- Financing cash flow
- $15.7B
- Net cash flow
- $5.5B
Statements via Polygon.io (SEC filings)
15-minute delayed · data by Polygon.io
Past year
52-week range
- Market cap
- $11.5B
- EPS (diluted)
- $-4.83
- Dividend yield
- 2.86%
- Shares outstanding
- 274.1M
- Open
- —
- Day range
- –
- Prev close
- —
- Volume
- —
- IPO date
- May 10, 2018
Market data by Polygon.io · prices are 15-minute delayed
At a glance
- Reported a net loss of $1.4B in FY2025.
- Revenue grew 6% from FY2021 to FY2025.
- Trading 25% below its 52-week high.
- Pays a dividend yielding about 2.86% annually.
Automatically generated from public filings and market data. Informational only — not investment advice or a recommendation to buy or sell any security.
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