- 5 Must-Read Analyst Questions From Equitable Holdings’s Q1 Earnings Call
May 13, 2026
Equitable Holdings’ first quarter was shaped by the company’s proposed merger with CoreBridge and operational momentum in its core businesses, despite missing Wall Street’s revenue expectations. Management highlighted organic growth in retirement sales and wealth management, as well as improved mortality experience, as key drivers. CEO Mark Pearson emphasized the quarter as a “momentous” one due to the merger announcement, noting, “total sales increased 10% year over year, driven by strength in RILAs, and we had $1.3 billion of net inflows.” The market reacted positively, reflecting investor optimism around the company’s strategic direction rather than near-term revenue trends.
Is now the time to buy EQH? Find out in our full research report (it’s free).
Equitable Holdings (EQH) Q1 CY2026 Highlights:
Revenue: $3.61 billion vs analyst estimates of $3.90 billion (4.5% year-on-year decline, 7.3% miss) Adjusted EPS: $1.62 vs analyst estimates of $1.61 (0.7% beat) Adjusted Operating Income: $668 million vs analyst estimates of $672 million (18.5% margin, 0.6% miss) Market Capitalization: $11.99 billion
While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.
Our Top 5 Analyst Questions From Equitable Holdings’s Q1 Earnings Call
Wesley Carmichael (Wells Fargo) pressed on the sustainability of spread stabilization in the Retirement segment. CFO Robin Matthew Raju stated spreads have stabilized and are likely to remain steady, attributing this to disciplined underwriting and product mix shifts. Suneet Kamath (Jefferies) questioned the pace and coordination of share buybacks during merger-related blackout periods. Raju confirmed both Equitable Holdings and CoreBridge will coordinate to maximize buyback accretion for shareholders within trading windows. Ryan Krueger (KBW) sought clarity on the capital and tax synergy estimates from the merger. Raju reiterated that the 10%+ synergy target includes best current estimates and that upside may exist, especially on the revenue side, as integration progresses. Joel Hurwitz (Dowling & Partners) asked about the use of flow reinsurance in the retirement business. Raju noted it is being selectively applied to RILA products and may be expanded if accretive, emphasizing the importance of prudent counterparty selection. Mark Douglas Hughes (Truist) inquired about competitive advantages in RILAs post-merger. President Nicholas Burritt Lane highlighted expanded distribution, deeper advisor relationships, and scale as key benefits that will help capture a larger share of a growing market.
Story Continues
Catalysts in Upcoming Quarters
In upcoming quarters, the StockStory team will be monitoring (1) progress on the CoreBridge merger and realization of planned expense synergies; (2) the pace of net inflows and organic growth in retirement and wealth management, especially following recent acquisitions; and (3) integration milestones for AllianceBernstein as it onboards $100 billion in new assets. Execution against these priorities will be essential in assessing the company’s ability to deliver on its enhanced growth and profitability targets.
Equitable Holdings currently trades at $42.60, up from $41.49 just before the earnings. Is there an opportunity in the stock?Find out in our full research report (it’s free for active Edge members).
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- Corebridge Financial and Equitable Holdings Announce Leadership Team for Combined Company
May 12, 2026
Appointments to take effect upon completion of previously announced merger
HOUSTON & NEW YORK, May 12, 2026--(BUSINESS WIRE)--Corebridge Financial (NYSE: CRBG) ("Corebridge") and Equitable Holdings, Inc. (NYSE: EQH) ("Equitable Holdings") today announced the leadership team for the future combined company, effective upon completion of the previously announced merger.
"Together, the complementary offerings and capabilities of Corebridge and Equitable will enhance customer outcomes and drive long-term shareholder value. This will require a leadership team that is uniquely positioned to deliver on behalf of our stakeholders and lead the new company forward," said Marc Costantini, President and Chief Executive Officer of Corebridge, who will serve as Chief Executive Officer of the combined company. "The exceptional talent and leadership we intend to bring together will enable us to move with speed, clarity and confidence once the transaction is complete."
"When two organizations come together, our focus must go beyond combining capabilities to include the culture that will give those capabilities meaning and purpose," said Mark Pearson, President and Chief Executive Officer of Equitable Holdings, who will serve as Executive Chair of the combined company. "Our leadership team understands this responsibility and is committed to creating a new culture that draws on the strengths of both organizations and keeps clients at the heart of every decision."
Today, the company announced the following leaders will report to Chief Executive Officer Marc Costantini upon close:
As previously announced, Robin M. Raju will serve as Chief Financial Officer of the combined company, with responsibility for financial reporting, asset-liability management, strategic financial planning, M&A and investor relations, in addition to key capital management initiatives that drive growth and shareholder value. He will also oversee investment management for the combined company’s separate account funds. Mr. Raju is currently Chief Financial Officer for Equitable Holdings and has been with the company for more than two decades. Jeffrey J. Hurd will serve as Chief Operating Officer and Chief Human Resources Officer, overseeing client and advisor support and service operations, human resources, marketing, communications and corporate services for the combined company. He will also lead the joint Integration Office, ensuring a structured and consistent approach for integrating the two organizations post-close. Mr. Hurd currently serves as Chief Operating Officer for Equitable Holdings, a role he has held for nearly a decade, following a 20-year career with AIG. PollyKlane will serve as General Counsel and Chief Legal Officer, overseeing all legal, compliance, board governance, regulatory and governmental affairs for the combined company. Ms. Klane is currently General Counsel and Chief Legal Officer for Corebridge and previously served as General Counsel and Chief Legal Officer for Citizens Financial Group. Seth Bernstein will continue to serve as Chief Executive Officer of AllianceBernstein, the combined company’s global asset management business serving institutional, high-net-worth and retail investors. Onur Erzan, who was recently appointed President of AllianceBernstein and leads the firm’s Private Wealth Management, Global Asset Management Distribution and Global Private Alternatives businesses, will also join the combined company’s leadership team. John Byrne will lead Individual Distribution, overseeing the combined company’s wholesale distribution network for its annuity and life insurance products. This will include more than 900 relationships with banks, broker-dealers and independent marketing organizations. Mr. Byrne is currently President of Financial Distributors for Corebridge and has been with the company for more than two decades. David Karr will lead the combined company’s Wealth Management business, which will include Equitable Advisors and Corebridge financial professionals. Mr. Karr has been with the company for three decades and currently serves as Chair of Equitable Advisors, overseeing the growth strategy for Equitable Holdings’ fastest-growing business. Lisa Longino will serve as Chief Investment Officer, responsible for leading the investment strategy for the combined company’s c.$366 billion General Account. Ms. Longino currently serves as Chief Investment Officer for Corebridge, a role she has held since 2023. Prior to this, she was Head of Global Investment Strategy for Prudential Financial, after spending two decades at MetLife. Jonathan Novak will lead Institutional Markets for the combined company, which will serve public and corporate pension plans, endowments and foundations, insurers and other large financial institutions. Mr. Novak currently leads Institutional Markets, enterprise in-force management and reinsurance for Corebridge. He has been with the company for nearly 15 years. Bryan Pinsky will lead the Individual Retirement and Life Insurance businesses, which will include the combined company’s leading annuity and life insurance portfolios. Mr. Pinsky currently serves as Corebridge’s President of Individual Retirement and Life Insurance. He has been with the company for more than a decade, previously serving as President of Individual Retirement. Steve Scanlon will lead Group Retirement, overseeing the combined company’s workplace retirement offerings, which will include leading positions in the 403(b) and 457 markets, and its Employee Benefits business. Mr. Scanlon currently leads Equitable’s Individual Retirement business, previously led its Group Retirement business and has been with the company for more than 15 years, including a decade at AllianceBernstein. David Ditillo will serve as Chief Information Technology Officer, leading the combined company’s aspiration to enhance the customer experience through technology and digital solutions. Mr. Ditillo currently serves as Chief Information Officer for Corebridge, a role he has held since 2020, and also oversees resiliency and physical security for the company. Prior to this, he spent two decades at MetLife. Julia Zhang will serve as Chief Risk Officer, responsible for the combined company’s Enterprise Risk Management function to protect the new company’s balance sheet, while supporting growth. She will also have administrative oversight of the Audit function. Ms. Zhang is currently Chief Risk Officer for Equitable Holdings and has been with the company for nearly two decades, previously serving as Head of Treasury and Derivatives.
Story Continues
On March 26, 2026, Corebridge Financial and Equitable Holdings announced the intention to combine in an all-stock merger to create a leading retirement, life, wealth and asset management company with more than 12 million customers and $1.5 trillion in assets under management and administration. The transaction is expected to close by year-end 2026, subject to shareholder and regulatory approvals and the satisfaction of other customary closing conditions.
About Corebridge Financial
Corebridge Financial, Inc. (NYSE: CRBG) makes it possible for more people to take action in their financial lives. With more than $380 billion in assets under management and administration as of March 31, 2026, Corebridge Financial is one of the largest providers of retirement solutions and insurance products in the United States. We proudly partner with financial professionals and institutions to help individuals plan, save for and achieve secure financial futures. For more information, visit corebridgefinancial.com and follow us on LinkedIn, YouTube and Instagram. These references with additional information about Corebridge have been provided as a convenience, and the information contained on such websites is not incorporated by reference into this press release.
About Equitable Holdings
Equitable Holdings, Inc. (NYSE: EQH) is a leading financial services holding company comprised of complementary and well-established businesses, Equitable, AllianceBernstein and Equitable Advisors. Equitable Holdings has $1.1 trillion in assets under management and administration (as of 3/31/2026) and more than 5 million client relationships globally. Founded in 1859, Equitable provides retirement and protection strategies to individuals, families and small businesses. AllianceBernstein is a global investment management firm that offers diversified investment services to institutional investors, individuals and private wealth clients. Equitable Advisors, LLC (Equitable Financial Advisors in MI and TN) has approximately 4,600 duly registered and licensed financial professionals that provide financial planning, wealth management, retirement planning, protection and risk management services to clients across the country.
Cautionary Statement Regarding Forward-Looking Information
This press release includes statements, which, to the extent they are not statements of historical or present fact, constitute "forward-looking statements" within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. Forward-looking statements, and any related oral statements, can be identified by the use of terms such as "believes," "expects," "may," "will," "shall," "should," "would," "could," "seeks," "aims," "projects," "forecasts," "intends," "targets," "plans," "estimates," "anticipates," "goals," "guidance," "formidable," "preliminary," "objective," "continue," "drive," "improve," "superior," "robust," "positioned," "resilient," "vision," "potential," "immediate," and similar expressions or the negative of those expressions or verbs. We caution you that forward-looking statements are not guarantees of future performance or outcomes. Forward-looking statements are not historical facts but instead represent only our beliefs regarding future events, which may by their nature be inherently uncertain, and some of which may be outside our control. These statements include, but are not limited to, statements about the potential repurchases of shares of common stock, the expected timing and completion of the proposed transaction between Corebridge Financial, Inc. ("Corebridge") and Equitable Holdings, Inc. ("Equitable Holdings") (the "Proposed Transaction"), the anticipated benefits of the Proposed Transaction, including estimated synergies and projected cost savings, and plans and expectations for Corebridge, Equitable Holdings or their new parent company after completion of the Proposed Transaction.
Such forward-looking statements are subject to known and unknown risks, uncertainties, assumptions and other factors that may cause the actual results, level of activity, performance or achievements to be materially different from those expressed or implied by such forward-looking statements. Key factors include, among others, the ability to repurchase shares (if Corebridge and / or Equitable Holdings decide to do so) within the expected timing or at all; the ability to complete the Proposed Transaction on the timeframe or on the terms currently anticipated or at all, including due to a failure to obtain requisite stockholder, stock exchange, regulatory, governmental or other approvals; risks related to difficulties, inabilities or delays in integrating the parties’ businesses; the ability to realize the anticipated benefits of the Proposed Transaction, including estimated run-rate expense synergies and projected cost savings at the times, and to the extent, anticipated, as well as expected operating earnings and cashflow generation; the occurrence of any event, change or other circumstance that could give rise to the right of either or both parties to terminate the merger agreement; the potential impact of the announcement or consummation of the Proposed Transaction on Corebridge or Equitable Holdings’ stock price and on their respective business, contractual and operational relationships (including with regulatory bodies, employees, suppliers, clients and competitors); risks related to business disruptions from the Proposed Transaction that may harm the business or current plans and operations of either or both parties, including diversion of management time from ongoing business operations; the risk that the Proposed Transaction and its announcement could have an adverse effect on the ability of either or both parties to hire and retain key personnel; the parties’ ability to raise debt on favorable terms or at all; the outcome of any legal proceedings that may be instituted against Corebridge, Equitable Holdings, their new parent company or their respective directors; restrictions on the conduct of Corebridge and Equitable Holdings’ respective businesses prior to the closing of the Proposed Transaction and on each of their ability to pursue alternatives to the Proposed Transaction; the possibility that the Proposed Transaction may be more expensive to complete than anticipated, including as a result of unexpected factors or events, or unforeseen or unknown liabilities; the deterioration of economic conditions; geopolitical tensions; the potential impact of a downgrade in Corebridge or Equitable Holdings’ Insurer Financial Strength ratings or credit ratings or of the new parent company of Corebridge and Equitable Holdings following completion of the Proposed Transaction; other factors that may affect future results of Corebridge and Equitable Holdings; and management’s response to any of the aforementioned factors.
The foregoing list of factors is not exhaustive. You should carefully consider these factors and the other risks and uncertainties described in the "Risk Factors" section of the new parent company’s Registration Statement on Form S-4 and other documents filed or furnished by Corebridge and Equitable Holdings from time to time with the U.S. Securities and Exchange Commission (the "SEC"), including their Annual Reports on Form 10-K for the year ended December 31, 2025. These filings identify and address other important risks and uncertainties that could cause actual events and results to differ materially from those contained in the forward-looking statements. If any of these risks materialize or our assumptions prove incorrect, actual events and results could differ materially from those contained in the forward-looking statements. There may be additional risks that neither Corebridge nor Equitable Holdings presently know or that Corebridge and Equitable Holdings currently believe are immaterial that could also cause actual events and results to differ materially from those contained in the forward-looking statements. In addition, forward-looking statements reflect Corebridge and Equitable Holdings’ expectations, plans or forecasts of future events and views as of the date of this press release. Corebridge and Equitable Holdings anticipate that subsequent events and developments will cause Corebridge and Equitable Holdings’ assessments to change. While Corebridge and Equitable Holdings may elect to update these forward-looking statements at some point in the future, Corebridge and Equitable Holdings specifically disclaim any obligation to do so, unless required by applicable law. Neither Corebridge nor Equitable Holdings gives any assurance that Corebridge, Equitable Holdings or their new parent company will achieve the results or other matters set forth in the forward-looking statements.
No Offer or Solicitation
This press release is not intended to and shall not constitute an offer to sell or the solicitation of an offer to sell or the solicitation of an offer to buy any securities, or a solicitation of any vote or approval, nor shall there be any sale of securities in any jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such jurisdiction. No offer of securities shall be made except by means of a prospectus meeting the requirements of Section 10 of the Securities Act of 1933, as amended (the "Securities Act"), or in a transaction exempt from the registration requirements of the Securities Act.
Important Information and Where to Find It
This press release relates to the Proposed Transaction, which is the subject of a Registration Statement on Form S-4 filed by the new parent company with the SEC. The Registration Statement includes a joint proxy statement of Corebridge and Equitable Holdings that also constitutes a prospectus of the new parent company. After the Registration Statement has been declared effective, the definitive joint proxy statement/prospectus will be mailed to the stockholders of each of Corebridge and Equitable Holdings. This press release is not a substitute for the Registration Statement that the new parent company has filed with the SEC or any other documents that may be sent to Corebridge’s stockholders or Equitable Holdings’ stockholders in connection with the Proposed Transaction.
INVESTORS AND SECURITY HOLDERS ARE URGED TO READ THE REGISTRATION STATEMENT ON FORM S-4 AND THE JOINT PROXY STATEMENT/PROSPECTUS , AS WELL AS ANY OTHER RELEVANT DOCUMENTS FILED WITH, OR FURNISHED TO, THE SEC IN CONNECTION WITH THE PROPOSED TRANSACTION OR INCORPORATED BY REFERENCE INTO THE JOINT PROXY STATEMENT/PROSPECTUS, BECAUSE THEY CONTAIN OR WILL CONTAIN IMPORTANT INFORMATION REGARDING COREBRIDGE, EQUITABLE HOLDINGS, THEIR NEW PARENT COMPANY, THE PROPOSED TRANSACTION AND RELATED MATTERS.
Investors and security holders may obtain free copies of these documents and other documents filed with the SEC by Corebridge or Equitable Holdings through the website maintained by the SEC at http://www.sec.gov, or from Corebridge at its website, https://www.corebridgefinancial.com, or from Equitable Holdings at its website, https://equitableholdings.com (information included on or accessible through either of Corebridge or Equitable Holdings’ website is not incorporated by reference into this press release).
Participants in the Solicitation
Corebridge and Equitable Holdings and their respective directors and executive officers may be deemed to be participants in the solicitation of proxies from Corebridge’s stockholders or Equitable Holdings’ stockholders in connection with the Proposed Transaction under the rules of the SEC. Information about the directors and executive officers of Corebridge, including a description of their direct or indirect interests, by security holdings or otherwise, is set forth in Corebridge’s definitive proxy statement for its 2025 Annual Meeting of Stockholders, which was filed with the SEC on April 16, 2025, including under the headings "Compensation Discussion and Analysis," "Compensation Tables" and "Security Ownership of 5% Beneficial Owners, Directors and Executive Officers." To the extent holdings of Corebridge’s common stock by the directors and executive officers of Corebridge have changed or do change from the amounts of Corebridge’s common stock held by such persons as reflected therein, such changes have been or will be reflected on Initial Statements of Beneficial Ownership of Securities on Form 3 ("Form 3"), Statements of Changes in Beneficial Ownership on Form 4 ("Form 4") or Annual Statements of Changes in Beneficial Ownership of Securities on Form 5 ("Form 5"), in each case filed with the SEC. Information about the directors and executive officers of Equitable Holdings, including a description of their direct or indirect interests, by security holdings or otherwise, is set forth in Equitable Holdings’ definitive proxy statement for its 2025 Annual Meeting of Stockholders, which was filed with the SEC on April 4, 2025, including under the headings "Executive Compensation" and "Certain Relationships and Related Person Transactions." To the extent holdings of Equitable Holdings’ common stock by the directors and executive officers of Equitable Holdings have changed or do change from the amounts of Equitable Holdings’ common stock held by such persons as reflected therein, such changes have been or will be reflected on Forms 3, Forms 4 or Forms 5, in each case filed with the SEC. Other information regarding persons who may, under the rules of the SEC, be deemed participants in the proxy solicitation of Corebridge or Equitable Holdings’ stockholders in connection with the Proposed Transaction and a description of their direct and indirect interests, by security holdings or otherwise, is included in the Registration Statement. You may obtain free copies of these documents at the SEC’s website at www.sec.gov. Copies of documents filed with the SEC by Corebridge or Equitable Holdings will also be available free of charge from Corebridge or Equitable Holdings using the contact information above.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260512809945/en/
Contacts
Corebridge
Media:
Paul Miles
media.contact@corebridgefinancial.com
Investor Relations:
Işıl Müderrisoğlu
investorrelations@corebridgefinancial.com
Equitable
Media:
Sydney Gever
mediarelations@equitable.com
Investor Relations:
Erik Bass
IR@equitable.com
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- Corebridge Financial and Equitable Holdings Announce Leadership Team for Combined Company
May 12, 2026 · businesswire.com
HOUSTON & NEW YORK--(BUSINESS WIRE)--Corebridge Financial and Equitable Holdings Announce Leadership Team for Combined Company.
- COREBRIDGE FINANCIAL AND EQUITABLE HOLDINGS ANNOUNCE LEADERSHIP TEAM FOR COMBINED COMPANY
May 12, 2026
HOUSTON & NEW YORK--(BUSINESS WIRE)--COREBRIDGE FINANCIAL AND EQUITABLE HOLDINGS ANNOUNCE LEADERSHIP TEAM FOR COMBINED COMPANY.
- Corebridge Financial: Cheap Valuation, But Equitable Merger Keeps The Story Complicated
May 12, 2026 · seekingalpha.com
Corebridge Financial trades at a discounted 7.1x forward P/E, reflecting market skepticism post-AIG exit and amid Equitable merger integration risks. CRBG's $380B AUM, stable 3.67% dividend yield, and aggressive $2B buyback program highlight management's focus on shareholder returns over debt reduction. Operational efficiency improved to 18.5%, with product rotation toward fee-based revenue and fixed-indexed annuities reducing sensitivity to market fluctuations.
- Is Equitable Holdings Inc (EQH) a Bargain After 3.8% Drop? GF Value Says Undervalued
May 11, 2026 · gurufocus.com
On May 11, 2026, Equitable Holdings Inc (EQH) shares fell 3.8% today, currently priced at $40.99. The stock has traded within a 52-week range of $35.20 to $56.6
- Diamond Hill Capital's Strategic Moves: A Closer Look at Microsoft Corp's 399.84% Increase
May 7, 2026
This article first appeared on GuruFocus.
Insightful Analysis of Diamond Hill Capital (Trades, Portfolio)'s First Quarter 2026 13F Filing
Warning! GuruFocus has detected 4 Warning Sign with AIG. Is AIG fairly valued? Test your thesis with our free DCF calculator.
Diamond Hill Capital (Trades, Portfolio) recently submitted its 13F filing for the first quarter of 2026, offering a glimpse into its strategic investment decisions. Founded in 2000, Diamond Hill Capital (Trades, Portfolio) Management, Inc. is a registered investment adviser headquartered in Columbus, Ohio. The firm is independent and publicly traded on NASDAQ under the ticker symbol DHIL, and is part of the Russell 2000 Index. Diamond Hill manages a diverse range of equity strategies, including traditional and alternative options, available through various investment vehicles such as separately managed accounts, mutual funds, and private investment funds. The firm serves a wide array of clients, including institutions, financial intermediaries, and individuals. Diamond Hill's investment approach is primarily bottom-up, focusing on fundamental analysis of a company's profitability, market position, and management quality, among other factors. The firm also considers industry dynamics and regulatory environments in its top-down analysis, eschewing macroeconomic factors. This comprehensive approach helps narrow down investable ideas for deeper analysis and financial modeling.
Key Position Increases
Diamond Hill Capital (Trades, Portfolio) also increased stakes in a total of 51 stocks, among them:
The most notable increase was in Microsoft Corp (NASDAQ:MSFT), with an additional 818,912 shares, bringing the total to 1,023,723 shares. This adjustment represents a significant 399.84% increase in share count, a 1.9% impact on the current portfolio, and a total value of $378,951,540. The second largest increase was in Equitable Holdings Inc (NYSE:EQH), with an additional 2,897,402 shares, bringing the total to 7,192,046. This adjustment represents a significant 67.47% increase in share count, with a total value of $266,896,830.
Summary of Sold Out
Diamond Hill Capital (Trades, Portfolio) completely exited 16 holdings in the first quarter of 2026, as detailed below:
International Paper Co (NYSE:IP): Diamond Hill Capital (Trades, Portfolio) sold all 5,453,523 shares, resulting in a -1.1% impact on the portfolio. Progress Software Corp (NASDAQ:PRGS): Diamond Hill Capital (Trades, Portfolio) liquidated all 495,346 shares, causing a -0.11% impact on the portfolio.
Story Continues
Key Position Reduces
Diamond Hill Capital (Trades, Portfolio) also reduced positions in 115 stocks. The most significant changes include:
Reduced Texas Instruments Inc (NASDAQ:TXN) by 1,178,209 shares, resulting in a -36.54% decrease in shares and a -1.05% impact on the portfolio. The stock traded at an average price of $202.46 during the quarter and has returned 29.46% over the past 3 months and 66.32% year-to-date. Reduced American International Group Inc (NYSE:AIG) by 2,240,801 shares, resulting in a -20.71% reduction in shares and a -0.98% impact on the portfolio. The stock traded at an average price of $76.5 during the quarter and has returned 0.18% over the past 3 months and -10.16% year-to-date.
Portfolio Overview
At the end of the first quarter of 2026, Diamond Hill Capital (Trades, Portfolio)'s portfolio included 187 stocks. The top holdings included 4.04% in American International Group Inc (NYSE:AIG), 3.81% in Berkshire Hathaway Inc (NYSE:BRK.B), 3.45% in Abbott Laboratories (NYSE:ABT), 3% in Aon PLC (NYSE:AON), and 2.88% in Colgate-Palmolive Co (NYSE:CL).
The holdings are mainly concentrated in all 11 industries: Financial Services, Industrials, Healthcare, Technology, Consumer Defensive, Energy, Consumer Cyclical, Real Estate, Communication Services, Basic Materials, and Utilities.
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- Halper Sadeh LLC is Investigating Whether SILA, ESPR, CRBG, EQH are Obtaining Fair Deals for their Shareholders
May 7, 2026
Insiders may stand to receive substantial financial benefits not available to ordinary shareholders.
The proposed transactions may contain terms that could limit superior competing offers.
Shareholders are encouraged to contact the firm to discuss their rights and options at no cost or obligation. We would handle any matter on a contingent fee basis, whereby you would not be responsible for out-of-pocket payment of our legal fees or expenses.
NEW YORK, May 06, 2026 (GLOBE NEWSWIRE) -- Halper Sadeh LLC, an investor rights law firm, is investigating the following companies for potential violations of the federal securities laws and/or breaches of fiduciary duties to shareholders relating to:
Sila Realty Trust, Inc. (NYSE: SILA)’s sale to affiliates of Blue Owl Real Estate Capital LLC for $30.38 per share. If you are a Sila shareholder, click here to learn more about your legal rights and options.
Esperion Therapeutics, Inc. (NASDAQ: ESPR)’ssale to funds managed by ARCHIMED for $3.16 per share in cash and the right to participate in contingent milestone payments. If you are an Esperion shareholder, click here to learn more about your rights and options.
Corebridge Financial, Inc. (NYSE: CRBG)’s merger with Equitable Holdings, Inc. whereby each outstanding share of Corebridge common stock will be exchanged for 1.0000 shares of the combined company’s common stock. Upon closing of the proposed transaction, Corebridge shareholders will own approximately 51% of the combined company. If you are a Corebridge shareholder, click here to learn more about your rights and options.
Equitable Holdings, Inc. (NYSE: EQH)’s merger with Corebridge Financial, Inc. whereby each outstanding share of Equitable common stock will be exchanged for 1.55516 shares of the combined company’s common stock. Upon closing of the proposed transaction, Equitable shareholders will own approximately 49% of the combined company. If you are an Equitable shareholder, click here to learn more about your legal rights and options.
On behalf of shareholders, Halper Sadeh LLC may seek increased consideration, additional disclosures and information, or other relief and benefits.
Halper Sadeh LLC represents investors all over the world who have fallen victim to securities fraud and corporate misconduct. Our attorneys have been instrumental in implementing corporate reforms and recovering millions of dollars on behalf of defrauded investors.
Attorney Advertising. Prior results do not guarantee a similar outcome.
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- 3 Stocks Estimated To Be 25.6% To 38.5% Below Intrinsic Value
May 6, 2026
The United States market has shown robust growth, with a 1.8% increase over the last week and a remarkable 30% rise in the past year, while earnings are projected to grow by 16% annually. In such an environment, identifying stocks that are significantly undervalued relative to their intrinsic value can offer potential opportunities for investors seeking to capitalize on market inefficiencies.
Top 10 Undervalued Stocks Based On Cash Flows In The United States
Name Current Price Fair Value (Est) Discount (Est) Sea (SE) $84.48 $163.46 48.3% Reddit (RDDT) $171.63 $323.89 47% Q2 Holdings (QTWO) $52.35 $99.38 47.3% Luckin Coffee (LKNC.Y) $34.21 $67.55 49.4% Lazard (LAZ) $45.10 $87.78 48.6% iRhythm Holdings (IRTC) $118.11 $233.24 49.4% First Merchants (FRME) $40.55 $76.88 47.3% Equitable Holdings (EQH) $44.04 $86.36 49% Bitgo Holdings (BTGO) $11.80 $22.90 48.5% BioLife Solutions (BLFS) $21.55 $42.52 49.3%
Click here to see the full list of 147 stocks from our Undervalued US Stocks Based On Cash Flows screener.
We'll examine a selection from our screener results.
Coupang
Overview: Coupang, Inc. operates a retail business through its mobile applications and internet websites in South Korea and internationally, with a market cap of approximately $36.61 billion.
Operations: The company's revenue is primarily derived from its Product Commerce segment, which generated $29.59 billion, and its Developing Offerings segment, which contributed $4.94 billion.
Estimated Discount To Fair Value: 25.6%
Coupang appears undervalued based on discounted cash flow analysis, trading at US$20.76 against an estimated future cash flow value of US$27.89. Despite recent net losses, Coupang's earnings are forecast to grow significantly over the next three years, outpacing the broader U.S. market's growth rate. Strategic collaborations with NVIDIA bolster its technological capabilities, enhancing operational efficiency and innovation in logistics and delivery services—key factors supporting its long-term growth potential amidst current valuation concerns.
The analysis detailed in our Coupang growth report hints at robust future financial performance. Unlock comprehensive insights into our analysis of Coupang stock in this financial health report.CPNG Discounted Cash Flow as at May 2026
Everpure
Overview: Everpure, Inc. offers data storage and management technologies, products, and services both in the United States and internationally with a market cap of $24.04 billion.
Operations: The company's revenue is primarily derived from its Computer Storage Devices segment, which generated $3.66 billion.
Estimated Discount To Fair Value: 30.9%
Everpure is trading at US$74.63, notably below its estimated future cash flow value of US$108.05, suggesting it may be undervalued based on cash flows. Recent earnings growth of 75.9% and forecasted annual profit growth of 27.2% further underscore its potential, outpacing the U.S. market's expected growth rate. Strategic initiatives in AI infrastructure and partnerships with NVIDIA enhance Everpure's technological edge, supporting operational scalability and efficiency—a critical factor amidst evolving enterprise demands.
Story Continues
In light of our recent growth report, it seems possible that Everpure's financial performance will exceed current levels. Get an in-depth perspective on Everpure's balance sheet by reading our health report here.P Discounted Cash Flow as at May 2026
Viking Holdings
Overview: Viking Holdings Ltd operates passenger cruises across North America, the United Kingdom, and internationally with a market cap of $35.25 billion.
Operations: The company's revenue is primarily derived from its Ocean segment at $2.87 billion and River segment at $3.07 billion.
Estimated Discount To Fair Value: 38.5%
Viking Holdings, trading at US$81.71, is significantly below its estimated future cash flow value of US$132.93, highlighting potential undervaluation based on cash flows. Recent earnings surged dramatically by over 770%, with an expected annual profit growth rate of 21.5% surpassing the U.S. market average. However, Viking carries a high debt level which may impact financial flexibility despite robust revenue forecasts and innovative expansions in sustainable cruise technology and new itineraries enhancing its market presence.
Our expertly prepared growth report on Viking Holdings implies its future financial outlook may be stronger than recent results. Delve into the full analysis health report here for a deeper understanding of Viking Holdings.VIK Discounted Cash Flow as at May 2026
Make It Happen
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include CPNGP and VIK.
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- 3 Stocks Estimated To Be Priced Below Intrinsic Value In May 2026
May 6, 2026
The United States market has shown robust performance, climbing 1.8% in the last week and achieving a 30% increase over the past year, with earnings expected to grow by 16% annually. In this thriving environment, identifying stocks that are priced below their intrinsic value can offer investors opportunities for potential gains while maintaining a focus on fundamental strengths and growth prospects.
Top 10 Undervalued Stocks Based On Cash Flows In The United States
Name Current Price Fair Value (Est) Discount (Est) Sea (SE) $84.48 $163.46 48.3% Reddit (RDDT) $171.63 $323.89 47% Q2 Holdings (QTWO) $52.35 $99.38 47.3% Luckin Coffee (LKNC.Y) $34.21 $67.55 49.4% Lazard (LAZ) $45.10 $87.78 48.6% iRhythm Holdings (IRTC) $118.11 $233.24 49.4% First Merchants (FRME) $40.55 $76.88 47.3% Equitable Holdings (EQH) $44.04 $86.36 49% Bitgo Holdings (BTGO) $11.80 $22.90 48.5% BioLife Solutions (BLFS) $21.55 $42.52 49.3%
Click here to see the full list of 147 stocks from our Undervalued US Stocks Based On Cash Flows screener.
Let's take a closer look at a couple of our picks from the screened companies.
Estée Lauder Companies
Overview: The Estée Lauder Companies Inc. manufactures, markets, and sells skin care, makeup, fragrance, and hair care products worldwide with a market cap of approximately $29.42 billion.
Operations: The company's revenue is primarily derived from skin care ($7.19 billion), makeup ($4.25 billion), fragrance ($2.72 billion), and hair care products ($566 million).
Estimated Discount To Fair Value: 15.3%
Estée Lauder's stock is currently trading at US$82.85, below its estimated future cash flow value of US$97.84, suggesting it may be undervalued based on discounted cash flow analysis. However, recent financial performance shows challenges, with lowered earnings guidance and a decline in net income from the previous year. Despite these hurdles, Estée Lauder is expected to become profitable within three years and has potential for high earnings growth annually at over 50%.
The growth report we've compiled suggests that Estée Lauder Companies' future prospects could be on the up. Dive into the specifics of Estée Lauder Companies here with our thorough financial health report.EL Discounted Cash Flow as at May 2026
Reddit
Overview: Reddit, Inc. operates a digital community platform both in the United States and internationally, with a market cap of $32.55 billion.
Operations: The company generates revenue of $2.47 billion from its Internet Information Providers segment.
Estimated Discount To Fair Value: 47%
Reddit, Inc.'s stock is trading at US$171.63, significantly below its estimated future cash flow value of US$323.89, highlighting potential undervaluation. The company's recent financial performance has been robust, with a substantial increase in net income to US$203.98 million for Q1 2026 from US$26.16 million the previous year. With earnings projected to grow annually by 24.7%, Reddit's strong cash flow and strategic partnerships underscore its growth potential in the social media sector.
Story Continues
Our growth report here indicates Reddit may be poised for an improving outlook. Get an in-depth perspective on Reddit's balance sheet by reading our health report here.RDDT Discounted Cash Flow as at May 2026
Williams Companies
Overview: The Williams Companies, Inc. operates as an energy infrastructure company in the United States and has a market capitalization of approximately $92.22 billion.
Operations: Williams Companies generates revenue through its Transmission & Gulf of Mexico segment at $5.67 billion, Northeast G&P at $2.45 billion, and West segment at $1.71 billion.
Estimated Discount To Fair Value: 43.5%
Williams Companies, trading at US$76.12, is considerably undervalued compared to its estimated future cash flow value of US$134.68. Despite significant insider selling recently and high debt levels, the company reported strong Q1 2026 earnings with net income rising to US$865 million from last year's US$691 million. The ongoing Northeast Supply Enhancement project promises long-term economic benefits and improved energy reliability in the Northeast, potentially bolstering Williams' financial position further.
Our comprehensive growth report raises the possibility that Williams Companies is poised for substantial financial growth. Navigate through the intricacies of Williams Companies with our comprehensive financial health report here.WMB Discounted Cash Flow as at May 2026
Seize The Opportunity
Get an in-depth perspective on all 147 Undervalued US Stocks Based On Cash Flows by using our screener here. Are you invested in these stocks already? Keep abreast of every twist and turn by setting up a portfolio with Simply Wall St, where we make it simple for investors like you to stay informed and proactive. Invest smarter with the free Simply Wall St app providing detailed insights into every stock market around the globe.
Want To Explore Some Alternatives?
Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Diversify your portfolio with solid dividend payers offering reliable income streams to weather potential market turbulence. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include ELRDDT and WMB.
This article was originally published by Simply Wall St.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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