-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：EQH公布2026年第一季度运营每股收益为1.62美元，高于去年同期的1.30美元，高于市场普遍预期的1.61美元，但低于我们此前预测的1.85美元。运营收入下降3%，低于我们此前预测的3%至8%的增长，主要原因是保单费收入下降33%，保费收入下降21%（尽管投资收益和资产管理费有所增长）。我们积极看待EQH宣布与Corebridge Financial（CRBG 27 NR）的合并，该合并将以全股票交易方式进行，预计将于2026年底完成。合并后，EQH股东将持有合并后公司49%的股份，每股EQH股票将获得1.55516股合并后公司的股票，董事会席位将平均分配。EQH预计将于5月5日召开投资者电话会议，更新其战略方向和并购计划。我们认为，EQH 于 2025 年 7 月完成的人寿再保险交易释放了 20 亿美元的资本，并将死亡率风险降低了 75%，这支持了其向更以收费为基础的模式的转变，而任命 Nick Chan 为并购主管则表明，通过收购继续实现增长是其关键战略。
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Research Alert: CFRA Maintains Buy Opinion On Shares Of Dte Energy Company
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