On the Record · Equitable Holdings
Equitable Holdings acquisitions, on the record
The businesses Equitable Holdings bought and sold, as its annual reports describe them, with the cash it reported paying for acquisitions each year and every deal filing since 2016.
Deals its annual reports describe
| Business | Deal | When | Value |
|---|---|---|---|
CarVal Investments L.P.Word for word“On July 1, 2022, AB acquired a 100 % interest in CarVal Investments L.P. (“CarVal”).” 10-K for 2023 | acquisition | July 1, 2022 | — |
AB's Bernstein Research ServiceWord for word“partially offset by lower revenue from Bernstein Research Services due to the sale of this business completed during April 2024.” 10-K for 2024 | divestiture | April 2024 | — |
| Fiscal year ended | Cash paid for acquisitions (net of cash acquired) | Goodwill from acquisitions |
|---|---|---|
| 2016-12-31 | $21 million | $22 million |
| 2017-12-31 | $130 million | $0 |
| 2018-12-31 | $0 | $0 |
| 2019-12-31 | $0 | — |
| 2020-12-31 | $0 | — |
| 2021-12-31 | $0 | — |
| 2022-12-31 | −$40 million | — |
| 2023-12-31 | $0 | — |
| 2024-12-31 | $0 | — |
Deal filings since 2016
- 2026-04-08 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2026-03-26 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2025-08-27 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2025-07-31 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2025-07-30 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2025-02-24 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2025-02-24 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2024-06-25 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2024-01-26 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2023-05-15 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2022-10-03 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2022-08-16 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2022-06-10 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2021-12-16 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2021-06-29 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2021-06-01 Form 8-K, Item 2.01: Completion of Acquisition or Disposition of Assets
- 2021-03-26 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2020-10-28 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2019-12-19 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2018-10-01 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
Read from Equitable Holdings’s annual reports (10-K for 2025, 10-K for 2024, 10-K for 2023) and the financial data it files with the SEC, as of 2026-02-25. Every quotation is word for word from the filing linked beside it; how these pages are built and checked. The full record is in its company data sheet.