EQH Equitable Holdings, Inc.

NEUTRAL Impact: 2/10 Insider Cluster (2 insiders)
Horizon weeks Filed May 18, 2026 Processed 22d 9h ago
Insider cluster: 2 insiders, $585K total
Latest settled — T+5d
EQH ▲ +0.36% at T+5d
NEUTRAL call ✓ call won +0.36% · α vs SPY -1.93% · entry $41.21 → $41.36
Next anchor: T+20d in 6d
Last close $41.32 (close Jun 8) · +0.26% from $41.21 entry
Entry anchored
May 18, 2026
via day open
T+1d
+2.86%
call +2.86% · α +1.82%
$42.39
settled 22d ago
T+5d
+0.36%
call +0.36% · α -1.93%
$41.36
settled 15d ago
T+20d
call — · α —
in 6d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Insider cluster at Equitable Holdings (EQH): COO Jeffrey Hurd and another executive sold a combined $585K shares on May 15, 2026, following derivative exercises at $0 cost basis (net zero cash outlay). The $585K equals ~0.005% of EQH's $12B market cap — well below the 0.1% materiality threshold. Historical cluster reports on EQH show an average T+20 loss of -3.83% with a 25% win rate, suggesting past scoring has been too aggressive for this ticker. Given the trivial dollar amount and liquidity-driven pattern (same-day full offset of exercised derivatives), this cluster is neutral with no informational value for traders.

Key Financial Metrics

Direction
selling
Total Value
$585.0K
Insiders
2

Actionable Insight

Ignore this cluster. The $585K is noise at 0.005% of market cap, and both sales are liquidity-driven derivative exercises with immediate same-day disposition — no information content. Monitor Q2 earnings for any fundamental read-through. EQH analyst consensus remains overwhelmingly bullish.

Key Facts

  • Two insiders sold $585K total (0.005% of $12B market cap)
  • Both sales were same-day sell-to-cover of exercised derivatives — fully liquidity-driven
  • Both exercised at $0 cost basis, then immediately sold at ~$42.44/share
  • No open-market purchases in the cluster
  • EQH has 94% analyst bullish consensus (17 Buy, 1 Hold, 0 Sell)
  • 30-day prior insider activity shows 3 sells totaling $2.2M

Financial Impact

$585K total sales at ~$42.44/share — immaterial relative to $12B market cap

n/a

Risk Factors

  • Historical EQH cluster reports have delivered negative T+20 returns and low win rates
  • The 30-day window includes a prior $2.2M in insider sells, but still well within routine range
  • Multiple sell-side insiders across time could indicate portfolio diversification, not bearish signal

Market Snapshot

Exchange
NYSE
Sector
Insurance Agents, Brokers & Service
Analyst Consensus
94% bullish (18 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-EQH-1779139098314
12 reports for EQH
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for EQH — sortable, filterable
Type Now
May 20, 2026
20d ago
Insider Cluster
NEUTRAL ★ 3/10
$42.58 $40.53▼ −4.81%▼ −6.47%$41.32 (−2.97%)
May 20, 2026
20d ago
Insider Cluster
NEUTRAL ★ 3/10
$42.52 $41.08▼ −3.40%▼ −4.99%$41.32 (−2.83%)
May 20, 2026
20d ago
Insider Cluster
NEUTRAL ★ 3/10
$42.52 $41.08▼ −3.40%▼ −4.99%$41.32 (−2.83%)
May 20, 2026
20d ago
Insider Cluster
NEUTRAL ★ 3/10
$42.52 $41.08▼ −3.40%▼ −4.99%$41.32 (−2.83%)
May 20, 2026
20d ago
Insider Cluster
NEUTRAL ★ 3/10
$42.52 $41.08▼ −3.40%▼ −4.99%$41.32 (−2.83%)
May 20, 2026
20d ago
Insider Cluster
NEUTRAL ★ 3/10
$42.52 $41.08▼ −3.40%▼ −4.99%$41.32 (−2.83%)
May 20, 2026
20d ago
Insider Cluster
NEUTRAL ★ 2/10
$42.52 $41.34▼ −2.77%▼ −4.62%$41.32 (−2.83%)
May 18, 2026
22d ago
Insider Cluster
NEUTRAL ★ 2/10
$41.21 $41.36▲ +0.36%▼ −1.93%$41.32 (+0.26%)
May 14, 2026
27d ago
Court Ruling
NEUTRAL ★ 1/10
$42.51 $42.52▲ +0.02%▲ +0.74%$41.32 (−2.81%)
Apr 15, 2026
8w ago
Insider Cluster
MIXED ★ 6/10
$41.97 $41.54▼ −1.02%▼ −2.66%$41.32 (−1.56%)
Showing 10 of 12

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