Equitable commences cash tender offer for up to $500M of outstanding debt securities
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 03 2024
0mins
Source: SeekingAlpha
Equitable Holdings Tender Offer:
- Equitable Holdings has initiated a cash tender offer to buy up to $500 million of its outstanding debt securities, including senior notes and debentures.
- The securities targeted for purchase include 4.572% senior notes due 2029, 7.000% senior debentures due 2028, and 5.000% senior notes due 2048.
- The tender offer will close on July 2, with the final settlement date expected to be July 5.
Equitable Holdings News:
- Equitable Holdings is focusing on capital returns, showing potential growth.
- Recent earnings call transcripts and presentations indicate the company's performance.
- Jefferies upgraded Prudential Financial and Lincoln National, highlighting EQH as a franchise pick.
- A preview of Equitable Holdings' Q1 2024 earnings suggests ongoing investor interest in the company.
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Analyst Views on EQH
Wall Street analysts forecast EQH stock price to rise
9 Analyst Rating
8 Buy
1 Hold
0 Sell
Strong Buy
Current: 40.530
Low
57.00
Averages
61.33
High
66.00
Current: 40.530
Low
57.00
Averages
61.33
High
66.00
About EQH
Equitable Holdings, Inc. is a financial services holding company, which consists of complementary businesses, such as Equitable, AllianceBernstein and Equitable Advisors. Its segments include Retirement, Asset Management, and Wealth Management. Retirement segment provides retirement solutions to individual and institutional clients, including individual and group annuities, retirement savings plans, and institutional savings products. Asset Management segment provides diversified investment management and related services globally to a range of clients through three main client channels: Institutional, Retail and Private Wealth. Wealth Management segment offers discretionary and non-discretionary investment advisory accounts, financial planning and advice, life insurance, and annuity products. Equitable provides retirement and protection strategies to individuals, families and businesses. AllianceBernstein is an investment management firm that offers diversified investment services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Preferred Stock Dividend: The company also announced a cash dividend of $328.125 per share on Series A 5.25% Non-Cumulative Perpetual Preferred Stock, payable on June 15, 2026, demonstrating its commitment to prioritizing preferred shareholders.
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See More
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- Future Earnings Report: Investors should note that Equitable Holdings (EQH) is expected to report its Q2 2026 financial results on August 4, 2026, after market close, which may further influence market expectations regarding its dividend policy.
See More
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- Customer and Asset Scale: The merger will create a retirement and asset management firm with over 12 million customers and nearly $1.5 trillion in assets, significantly enhancing market competitiveness and driving long-term shareholder value.
- Integration Support Team: Key leaders across finance, operations, legal, investments, wealth management, retirement, insurance, technology, and risk management have been appointed to facilitate the integration process, ensuring a smooth transition for all business operations.
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See More
