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Equitable (EQH) investor relations material
Equitable AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Meeting called to order at 12:00 P.M. with introductions of executive team and board members.
Formal business procedures and agenda outlined, including voting process and technical instructions for virtual participation.
Confirmation of quorum and appointment of Inspector of Election.
Financial performance review
Record assets under management and administration reached $1.2 trillion as of June 30th, up 10% year-over-year.
Non-GAAP earnings per share grew 25% in the first half of 2026, supporting achievement of financial targets.
Strategic actions in 2025 included reinsuring 75% of in-force life insurance block and increasing ownership in AllianceBernstein.
Board and executive committee updates
Introduction of incumbent director nominees and acknowledgment of Bertram Scott's retirement from the board.
Announcement that upon merger close, Mark Pearson will serve as Executive Chair and Marc Costantini as CEO of the combined company.
- Merger targets 10%+ EPS accretion, $500M synergies, and accelerated growth across all segments.EQH
KBW Insurance Conference 2026 - Merger with Corebridge drives scale, profitability, and leadership in retirement and asset management.EQH
Investor presentation - Virtual meeting to elect directors, ratify auditor, and approve executive pay on Sept 23, 2026.EQH
Proxy filing - Merger with Corebridge and strong governance, compensation, and ESG practices headline this proxy.EQH
Proxy filing - Non-GAAP EPS up 24% with record $1.2T AUM; Corebridge merger and capital returns on track.EQH
Q2 2026 - All-stock merger forms a $1.5T financial leader, targeting $500M+ synergies and double-digit EPS growth.EQH
M&A announcement - Record AUM, 23% EPS growth, and $325M capital return highlight strong Q2 2024 results.EQH
Q2 2024 - Reinsuring 75% of the life block unlocks $2B+ for growth, buybacks, and higher AB ownership.EQH
Status Update - Earnings and cash flow surged, supporting strong capital returns and progress toward 2027 goals.EQH
Q4 2024
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