Equitable Holdings

Oakmark Fund initiated a position in Equitable Holdings, highlighting the company’s shift from spread-driven insurance to fee-based, capital-light businesses and a management track record of returning capital to shareholders. The fund sees the pending merger with Corebridge as a merger of equals that should add scale, be accretive to earnings and cash generation, and strengthen its retirement and asset-management franchise. Oakmark values EQH at under 6x estimated 2027 distributable cash flow and views the stock as meaningfully discounted to intrinsic value. » Więcej na finance.yahoo.com

Barclays reaffirmed a Buy on Equitable Holdings with a $51 price target, while UBS raised its target to $63 citing stronger-than-expected asset growth and improving investment performance. UBS noted recovery in assets under management — bringing combined business close to $1 trillion despite recent retail outflows — and highlighted expected benefits from the planned merger with CRBG and $500 million in targeted cost savings. The stock is listed among top extreme value picks, with analysts seeing further upside from current levels. » Więcej na finance.yahoo.com

Equitable Holdings reported adjusted operating earnings of $1.68 per share in Q1 2026 (up 25% year-over-year) and a net income of $621 million. Assets under management and administration rose to $1.1 trillion (up 9%), and holding liquidity stood at $1.2 billion. Management views the all-stock merger with Corebridge as earnings- and cash-flow-accretive; the pro-forma company would have roughly $540 billion in AUM, at least $500 million in cost synergies and a robust capital base. Remaining risks include integration challenges, competitive pressure in the retirement market and market volatility. » Więcej na de.investing.com