# Equitable Holdings, Inc. (EQH-PC) — merger [pending]
Source: SEC API (secapi.ai) · situation sit_f9a64a468f7401f99399 · retrieved 2026-08-11T16:13:06.383Z

## Overview
Equitable Holdings, Inc. is a leading financial services holding company comprised of complementary and well-established businesses—Equitable, AllianceBernstein, and Equitable Advisors—with $1.2 trillion in assets under management and administration and more than 5 million client relationships globally.

Equitable Holdings, Inc. announced that shareholders approved the merger with Corebridge Financial on July 30, 2026. The transaction is expected to close by year-end 2026, subject to regulatory approvals. The merger is expected to be immediately accretive to earnings per share and cash generation, with 10%+ accretion on a run-rate basis by year-end 2028.

## Terms
- Counterparty: Corebridge Financial · Stake: 51%

## Key dates
- Announced 2026-07-21 · Record 2026-06-22 · Vote 2026-07-30 · Expected close 2026-12-31

## Timeline
- 2026-07-21 · 8-K (0000950142-26-002136): 8-K - Equitable Holdings, Inc. — *Equitable Holdings, Inc. is a financial services company providing insurance and investment products; it is merging with Corebridge Financial, Inc. in an all-stock transaction where Equitable shareholders will own approximately 49% of the combined company.* Equitable Holdings, Inc. and Corebridge Financial, Inc. entered into a merger agreement on March 26, 2026, whereby Corebridge Merger Sub will merge into Corebridge (surviving as a subsidiary of New Equitable), and Equitable Merger Sub will merge into Equitable (surviving as a subsidiary of New Equitable). The combined company will be renamed Equitable Holdings, Inc. Each company will hold a special stockholder meeting on July 30, 2026 to vote on the merger. The filing supplements the joint proxy statement/prospectus with additional disclosures in response to stockholder complaints and demand letters alleging omissions regarding governance terms, financial analyses, and other transaction details.
  https://www.sec.gov/Archives/edgar/data/1333986/0000950142-26-002136.txt
- 2026-07-30 · 8-K (0000950142-26-002207): 8-K - Equitable Holdings, Inc. — *Equitable Holdings, Inc. is a leading financial services holding company comprised of Equitable, AllianceBernstein, and Equitable Advisors, with $1.1 trillion in assets under management and administration and more than 5 million client relationships globally, providing retirement and protection strategies, investment management, and financial advisory services.* On July 30, 2026, Equitable Holdings, Inc. held a special stockholder meeting and approved the proposed merger with Corebridge Financial, Inc. The merger agreement, dated March 26, 2026, involves Corebridge acquiring Equitable through newly formed subsidiaries (Mountain Holding, Inc., Palisade Holding, Inc., and Marcy Holding, Inc.). Stockholder votes showed 234,290,237 shares voted in favor and 6,368,053 against (97.24% of votes cast, representing 85.84% of outstanding shares). The transaction remains subject to regulatory approval and other customary closing conditions, with an expected close by year-end 2026.
  https://www.sec.gov/Archives/edgar/data/1333986/0000950142-26-002207.txt
- 2026-07-30 · 425 (0000950142-26-002208): 425 - Equitable Holdings, Inc. — *Equitable Holdings, Inc. is a leading financial services holding company comprised of Equitable, AllianceBernstein, and Equitable Advisors, with $1.1 trillion in assets under management and administration and more than 5 million client relationships globally.* On July 30, 2026, Equitable Holdings, Inc. held a special meeting of stockholders to vote on a merger with Corebridge Financial, Inc. The merger agreement, dated March 26, 2026, involves Equitable merging into a newly formed subsidiary structure under Corebridge. Stockholders approved the merger proposal with 234,290,237 votes in favor, 6,368,053 against, and 281,333 abstentions, representing approximately 97.24% of votes cast and 85.84% of outstanding shares. The transaction remains subject to regulatory approval and customary closing conditions and is expected to close by year-end 2026.
  https://www.sec.gov/Archives/edgar/data/1333986/0000950142-26-002208.txt
- 2026-08-04 · 8-K (0001333986-26-000035): 8-K - Equitable Holdings, Inc. — *Equitable Holdings, Inc. is a leading financial services holding company comprised of complementary and well-established businesses—Equitable, AllianceBernstein, and Equitable Advisors—with $1.2 trillion in assets under management and administration and more than 5 million client relationships globally.* Equitable Holdings, Inc. announced that shareholders approved the merger with Corebridge Financial on July 30, 2026. The transaction is expected to close by year-end 2026, subject to regulatory approvals. The merger is expected to be immediately accretive to earnings per share and cash generation, with 10%+ accretion on a run-rate basis by year-end 2028.
  https://www.sec.gov/Archives/edgar/data/1333986/0001333986-26-000035.txt

## Citations
- 0000950142-26-002136 — https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&type=&dateb=&owner=include&count=40&search_text=000095014226002136
- 0000950142-26-002207 — https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&type=&dateb=&owner=include&count=40&search_text=000095014226002207
- 0000950142-26-002208 — https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&type=&dateb=&owner=include&count=40&search_text=000095014226002208
- 0001333986-26-000035 — https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&type=&dateb=&owner=include&count=40&search_text=000133398626000035