Axa Equitable Holdings Inc (EQH)

This article reports on several advisory M&A activities. O'Reilly LLC, with $250 million in client assets, joined Millenia Investments LLC, an Osaic affiliate. Wealth Enhancement Group acquired Weinand Financial Inc., adding over $644 million in client assets to its portfolio. Additionally, Equitable Advisors added two financial advisers, Amanda Leija and James Yancey, who collectively managed $110 million in client assets at their previous firm, Edward Jones.

Equitable Advisors has announced the addition of two experienced advisors, Amanda Leija and James “Matt” Yancey, who collectively managed $110 million in client assets at their previous firm, Edward Jones. Leija joins Freedom Financial Partners, bringing $45 million in assets, while Yancey joins Impact Wealth Management with $66 million in assets. Both advisors cited Equitable Advisors' collaborative culture, comprehensive resources, and client-focused approach as key reasons for their move.

Foster & Motley Inc. has acquired a significant stake in Equitable Holdings, Inc. (NYSE:EQH) during the second quarter, purchasing 133,308 shares valued at approximately $5.85 million. This move is part of broader institutional investor activity, with hedge funds and other institutions collectively owning 92.70% of the company's stock. Equitable Holdings reported quarterly earnings per share of $1.70, exceeding estimates, and pays a quarterly dividend of $0.30 per share, while analysts maintain a "Moderate Buy" rating with an average target price of $61.17.

Equitable Holdings, Inc. (NYSE: EQH) and its subsidiary AXA Equitable Financial Services LLC have reported a beneficial ownership of 4,400,000 Class I Common Shares in AB Private Lending Fund. This stake represents 66.7% of the share class, based on 6,604,286 shares outstanding as of June 30, 2026. The shares were acquired solely for investment purposes on behalf of client discretionary investment advisory accounts.

Equitable Holdings (EQH) reported a Q2 2026 net loss of US$453 million and a revenue decline to US$1,658 million, yet the stock is up 8.1%. The company completed US$366 million in share repurchases, bringing total buybacks to US$2.81 billion under its February 2024 program. The investment narrative emphasizes long-term retirement demand and capital returns, with the Corebridge merger identified as the primary near-term catalyst.