Equitable (EQH) AGM 2026 summary

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.