EQH

Equitable Holdings, Inc.

NYSE · Insurance Agents, Brokers & Service · Inc. DE · CIK 0001333986
$44.02 +0.94% $12.4B
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)26 New Institutional Positions24 Institutional Exits
Vol
Market Cap$12.4B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (95%)
Inst. Holders50 funds
Inst. Value$6.7B
Inst. Activity26 buys / 24 sells
Insider Activity0B / 12S
Insider Net $-$7.4M
SEC Reports18
Congressional1 trades
Exchange NYSE·Sector Insurance Agents, Brokers & Service·Inc. DE·CIK 0001333986·Prev Close $43.61

Recent Activity

Jun 10, 2026 SEC
Two insiders at Equitable Holdings sold a combined $361K worth of stock in a one-week window — a CAO selling $259K and a
CLUSTER — Impact 4/10
Jun 10, 2026 Insider
Eckert William James IV sold 6,200 shares
Chief Accounting Officer @ $41.83 ($259.3K)
Jun 8, 2026 Insider
Eckert William James IV was granted 60.66 shares
Chief Accounting Officer
Jun 8, 2026 Insider
Pearson Mark was granted 1,719.42 shares
President and CEO
May 21, 2026 SEC
Three senior executives at Equitable Holdings (CEO, COO, and another officer) sold a total of $2.28M in open-market shar
CLUSTER — Impact 3/10
May 21, 2026 SEC
Insider sales cluster at Equitable Holdings totaling $2.28M (0.019% of market cap) driven largely by CEO Mark Pearson's
CLUSTER — Impact 3/10
Inst.
DIAMOND HILL CAPITAL MANAGEMENT — ADD
7,192,046 shares ($266.9M)
Inst.
BANK OF MONTREAL /CAN/ — DOUBLED
4,905,475 shares ($182.0M)

Price Targets

$58.42 +32.7% upside Strong Buy
Current $44.02 Low $51.00 Median $59.00 High $63.00 12 analysts
$51.00 $63.00

Analyst Ratings

Strong Buy95% buy · 19 analysts
5Strong Buy
13Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 11, 2026 UBS MAINTAIN Buy → Buy
May 12, 2026 Wells Fargo MAINTAIN Overweight → Overweight
May 7, 2026 Mizuho MAINTAIN Outperform → Outperform
May 6, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform → Outperform
May 5, 2026 Barclays MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.68 $1.57 — $1.81 53% YoY 13
Next Q $1.84 ▲ +0.9% $1.76 — $1.95 24% YoY 12
Current FY $7.07 ▲ +0.5% $6.80 — $7.32 25% YoY 14
Next FY $8.80 ▲ +0.7% $8.40 — $9.76 24% YoY 14

Top Institutional Holders

FundValueMove
BlackRock, Inc.$1.0B
CANADA PENSION PLAN INVESTMENT$676.1M
VANGUARD PORTFOLIO MANAGEMENT LLC$542.8M
VANGUARD CAPITAL MANAGEMENT LLC$468.8M
STATE STREET CORP$444.6M

Recent Insider Trades

DateInsiderTypeValue
Jun 10, 2026Eckert WilliamSELL$259.3K
Jun 8, 2026Eckert WilliamA$0.00
Jun 8, 2026Pearson MarkA$0.00
Jun 8, 2026HURD JEFFREYA$0.00
Jun 8, 2026Lane NickA$0.00

Congressional Trades

1 members: 1 buys, 0 sells
MemberPartyTypeAmount
Michael McCaulRBUY$50,001 - $100,000
50 institutional holders with $6.7B total value (181,594,222 shares) as of 2026-Q1. Top holders: BlackRock,, CANADA, VANGUARD. Net buying activity: 26 institutions added/increased vs 24 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.27,321,760$1.0B15.0%
2CANADA PENSION PLAN INVESTMENT BOARD18,218,634$676.1M10.0%
3VANGUARD PORTFOLIO MANAGEMENT LLC14,625,529$542.8M8.1%
4VANGUARD CAPITAL MANAGEMENT LLC12,632,922$468.8M7.0%
5STATE STREET CORP11,981,175$444.6M6.6%
6Capital International Investors10,429,923$387.1M5.7%
7WELLINGTON MANAGEMENT GROUP LLP8,261,348$306.6M4.5%
8DIAMOND HILL CAPITAL MANAGEMENT INC7,192,046$266.9M4.0%ADD +67.5%
9THORNBURG INVESTMENT MANAGEMENT INC4,994,205$185.3M2.8%
10BANK OF MONTREAL /CAN/4,905,475$182.0M2.7%DOUBLED +102.3%
11PZENA INVESTMENT MANAGEMENT LLC4,464,347$165.7M2.5%
12MASSACHUSETTS FINANCIAL SERVICES CO /MA/3,991,113$148.9M2.2%
13DIMENSIONAL FUND ADVISORS LP3,856,717$143.1M2.1%
14Invesco Ltd.3,525,676$130.8M1.9%
15CITADEL ADVISORS LLC3,137,357$116.4M1.7%
16MORGAN STANLEY3,060,459$113.6M1.7%
17GOLDMAN SACHS GROUP INC2,976,024$110.4M1.6%
18NORDEA INVESTMENT MANAGEMENT AB2,661,117$95.2M1.4%TRIM -32.9%
19Woodline Partners LP2,230,326$82.8M1.2%
20D. E. Shaw & Co., Inc.2,201,064$81.7M1.2%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
DIAMOND HILL CAPITAL MANAGEMENT INCADD4,294,6447,192,046+67.5%$266.9M2026-Q1
BANK OF MONTREAL /CAN/DOUBLED2,424,8234,905,475+102.3%$182.0M2026-Q1
NORDEA INVESTMENT MANAGEMENT ABTRIM3,967,9852,661,117-32.9%$95.2M2026-Q1
MARSHALL WACE, LLPNEW2,021,093$75.0M2026-Q1
AMERIPRISE FINANCIAL INCADD1,199,7661,616,744+34.8%$60.0M2026-Q1
LAZARD ASSET MANAGEMENT LLCADD720,578902,568+25.3%$33.5M2026-Q1
FEDERATED HERMES, INC.TRIM2,127,323787,774-63.0%$29.2M2026-Q1
Retirement Systems of AlabamaADD343,885457,811+33.1%$17.0M2026-Q1
Russell Investments Group, Ltd.ADD248,271335,357+35.1%$12.1M2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C.NEW300,000$11.1M2026-Q1
STIFEL FINANCIAL CORPADD116,196218,038+87.6%$8.1M2026-Q1
Mitsubishi UFJ Trust & Banking CorpTRIM300,699182,275-39.4%$6.8M2026-Q1
Capital International, Inc./CA/ADD101,901162,884+59.8%$6.0M2026-Q1
PRUDENTIAL FINANCIAL INCDOUBLED36,539153,256+319.4%$5.7M2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLCTRIM247,869149,586-39.7%$5.6M2026-Q1
BNP Paribas Asset Management Holding S.A.TRIM298,754137,503-54.0%$5.2M2026-Q1
Tredje AP-fondenDOUBLED46,888128,641+174.4%$4.8M2026-Q1
VOYA INVESTMENT MANAGEMENT LLCTRIM279,467104,553-62.6%$3.9M2026-Q1
Connor, Clark & Lunn Investment Management Ltd.TRIM184,263102,656-44.3%$3.8M2026-Q1
FIFTH THIRD BANCORPDOUBLED2,004100,120+4896.0%$3.7M2026-Q1
FIRST TRUST ADVISORS LPNEAR_EXIT2,128,14683,657-96.1%$3.1M2026-Q1
ALLSTATE CORPDOUBLED20,14882,661+310.3%$3.1M2026-Q1
Assenagon Asset Management S.A.DOUBLED13,85874,483+437.5%$2.8M2026-Q1
Brevan Howard Capital Management LPADD39,96363,213+58.2%$2.3M2026-Q1
JANUS HENDERSON GROUP PLCADD34,38061,432+78.7%$2.3M2026-Q1
16 unique insiders with 50 transactions. Net insider value: -$7.4M ($0.00 bought, $7.4M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 10, 2026Eckert William James IVChief Accounting OfficerSELL6,200$41.83$259.3K
Jun 8, 2026Eckert William James IVChief Accounting OfficerAWARD60.66
Jun 8, 2026Pearson MarkPresident and CEOAWARD1,719.42
Jun 8, 2026HURD JEFFREY JChief Operating OfficerAWARD344.1
Jun 8, 2026Lane NickSee RemarksAWARD397.5
Jun 8, 2026Meyers KurtChief Legal Officer, SecretaryAWARD249.82
Jun 8, 2026Raju Robin MChief Financial OfficerAWARD405.56
Jun 8, 2026BERNSTEIN SETH PSee RemarksAWARD131.27
Jun 4, 2026SCOTT BERTRAM LDirectorSELL2,470$41.08$101.5K
May 20, 2026Isaacs-Lowe ArleneDirectorAWARD4,400$42.05$185.0K
May 20, 2026LAMMTENNANT JOAN MDirectorAWARD6,897$42.05$290.0K
May 20, 2026MacKay Craig CDirectorAWARD4,400$42.05$185.0K
May 20, 2026Stonehill Charles G.T.DirectorAWARD4,400$42.05$185.0K
May 20, 2026SCOTT BERTRAM LDirectorAWARD4,400$42.05$185.0K
May 20, 2026Kaye Daniel GDirectorAWARD4,400$42.05$185.0K
May 20, 2026Dachille Douglas A.DirectorAWARD4,400$42.05$185.0K
May 20, 2026Stansfield GeorgeDirectorAWARD4,400$42.05$185.0K
May 20, 2026Hondal FrancisDirectorAWARD4,400$42.05$185.0K
May 18, 2026Pearson MarkPresident and CEOEXERCISE27,200$23.18$630.5K
May 18, 2026Pearson MarkPresident and CEOSELL39,700$42.60$1.7M
May 15, 2026HURD JEFFREY JChief Operating OfficerEXERCISE9,358$21.34$199.7K
May 15, 2026HURD JEFFREY JChief Operating OfficerSELL9,358$42.44$397.2K
May 15, 2026Lane NickSee RemarksEXERCISE4,417$23.18$102.4K
May 15, 2026Lane NickSee RemarksSELL4,417$42.45$187.5K
Apr 20, 2026Pearson MarkPresident and CEOEXERCISE27,200$23.18$630.5K
Apr 20, 2026Pearson MarkPresident and CEOSELL39,700$41.63$1.7M
Apr 15, 2026Pearson MarkPresident and CEOEXERCISE1,387$23.18$32.2K
Apr 15, 2026Pearson MarkPresident and CEOSELL1,387$40.03$55.5K
Apr 15, 2026HURD JEFFREY JChief Operating OfficerEXERCISE9,358$21.34$199.7K
Apr 15, 2026HURD JEFFREY JChief Operating OfficerSELL8,309$40.61$337.4K
Apr 15, 2026Lane NickSee RemarksEXERCISE10,000$23.18$231.8K
Apr 15, 2026Lane NickSee RemarksSELL10,000$40.44$404.4K
Apr 8, 2026Lane NickSee RemarksEXERCISE10,000$23.18$231.8K
Apr 8, 2026Lane NickSee RemarksSELL10,000$40.04$400.4K
Apr 8, 2026HURD JEFFREY JChief Operating OfficerEXERCISE9,358$21.34$199.7K
Apr 8, 2026HURD JEFFREY JChief Operating OfficerSELL9,358$40.06$374.8K
Apr 8, 2026Pearson MarkPresident and CEOEXERCISE25,813$23.18$598.3K
Apr 8, 2026Pearson MarkPresident and CEOSELL38,313$40.05$1.5M
Mar 12, 2026HURD JEFFREY JChief Operating OfficerAWARD332.29
Mar 12, 2026Lane NickSee RemarksAWARD383.86
Mar 12, 2026Eckert William James IVChief Accounting OfficerAWARD58.58
Mar 12, 2026BERNSTEIN SETH PSee RemarksAWARD126.76
Mar 12, 2026Pearson MarkPresident and CEOAWARD1,660.39
Mar 12, 2026Raju Robin MChief Financial OfficerAWARD391.64
Mar 12, 2026Meyers KurtChief Legal Officer, SecretaryAWARD241.24
Mar 2, 2026Pearson MarkPresident and CEOTAX W/H67,679$40.22$2.7M
Mar 2, 2026Raju Robin MChief Financial OfficerTAX W/H15,186$40.22$610.8K
Feb 11, 2026Raju Robin MChief Financial OfficerAWARD29,226$45.85$1.3M
Feb 11, 2026BERNSTEIN SETH PSee RemarksAWARD8,725$45.85$400.0K
Feb 11, 2026Lane NickSee RemarksAWARD27,918$45.85$1.3M
18 SEC filing reports analyzed. Sentiment: 0 bullish, 3 bearish, 2 mixed, 13 neutral. Avg impact: 3.7/10.
BEARISH CLUSTER 4/10
Two insiders at Equitable Holdings sold a combined $361K worth of stock in a one-week window — a CAO
Jun 10, 2026
NEUTRAL CLUSTER 3/10
Three senior executives at Equitable Holdings (CEO, COO, and another officer) sold a total of $2.28M
May 21, 2026
NEUTRAL CLUSTER 3/10
Insider sales cluster at Equitable Holdings totaling $2.28M (0.019% of market cap) driven largely by
May 21, 2026
NEUTRAL CLUSTER 3/10
Three EQH insiders, including the CEO and COO, sold a total of $2.28M in open-market shares over a 5
May 21, 2026
NEUTRAL CLUSTER 3/10
Three EQH insiders, including the CEO and COO, sold a total of $2.28M in open-market shares over a 7
May 21, 2026
NEUTRAL CLUSTER 3/10
Three EQH insiders, including the CEO and COO, sold a total of $2.28M in open-market shares over a 7
May 21, 2026
NEUTRAL CLUSTER 3/10
Three senior executives (CEO, COO, and another officer) sold equity-linked shares in a tight window,
May 21, 2026
NEUTRAL CLUSTER 2/10
Three Equitable Holdings insiders, including the CEO and COO, sold a total of $2.28M in open-market
May 20, 2026
NEUTRAL CLUSTER 2/10
Insider cluster at Equitable Holdings (EQH): COO Jeffrey Hurd and another executive sold a combined
May 18, 2026
NEUTRAL COURT-RULING 1/10
Illinois Appellate Court affirmed a $420 judgment against a subsidiary of Equitable Holdings in a ch
May 14, 2026
NEUTRAL 144 2/10
Director Bertram L. Scott filed a Form 144 indicating intent to sell 5,906 shares of Equitable Holdi
May 8, 2026
MIXED 8-K 7/10
Equitable Holdings reported Q1 2026 GAAP net income of $621M ($2.14/share) vs $63M a year ago, and N
May 4, 2026
NEUTRAL 10-K/A 3/10
Equitable Holdings, Inc. filed an amended 10-K/A to include Part III information (directors, executi
Apr 21, 2026
MIXED CLUSTER 6/10
Equitable Holdings insiders, including CEO Mark Pearson and COO Jeffrey Hurd, conducted open-market
Apr 21, 2026
BEARISH CLUSTER 7/10
Three corporate insiders at Equitable Holdings sold a total of $831K in shares over a 7-day period,
Apr 17, 2026
NEUTRAL 144 3/10
Jeffrey J. Hurd, an officer of Equitable Holdings, Inc., filed a Form 144 to notify the SEC of his i
Apr 15, 2026
BEARISH CLUSTER 7/10
Equitable Holdings CEO Pearson Mark and two other executives sold $2.31M in shares on April 8, 2026,
Apr 10, 2026
NEUTRAL 8-K 5/10
Equitable Holdings, Inc. entered into a voting and support agreement with Nippon Life Insurance Comp
Apr 8, 2026

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (95% buy). Based on 19 analysts: 5 strong buy, 13 buy, 1 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$58.42 mean target +32.7% upside Strong Buy (1.17)
$51.00 Low $63.00 High
MetricValue
Current Price$44.02
Target Low$51.00
Target Mean$58.42
Target Median$59.00
Target High$63.00
# Analysts12
RecommendationStrong Buy (1.17)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.68 $1.57 $1.81 53.2% +0.2% 1↑ 7↓ $3.9B 66.4% 13
Next Q
2026-09-30
$1.84 $1.76 $1.95 24.0% +0.9% 3↑ 5↓ $4.0B 7.1% 12
Current FY
2026-12-31
$7.07 $6.80 $7.32 25.4% +0.5% 3↑ 10↓ $15.8B 35.4% 14
Next FY
2027-12-31
$8.80 $8.40 $9.76 24.4% +0.7% 4↑ 9↓ $17.1B 8.4% 14

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.685
7d ago$1.679+0.006
30d ago$1.682+0.003
60d ago$1.770-0.085
90d ago$1.839-0.154
9 analyst firms have rated this stock: 2 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 11, 2026 UBS MAINTAIN Buy Buy
May 12, 2026 Wells Fargo MAINTAIN Overweight Overweight
May 7, 2026 Mizuho MAINTAIN Outperform Outperform
May 6, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform
May 5, 2026 Barclays MAINTAIN Overweight Overweight
Apr 29, 2026 JP Morgan MAINTAIN Overweight Overweight
Apr 16, 2026 Raymond James UPGRADE Market Perform Strong Buy
Apr 13, 2026 Mizuho MAINTAIN Outperform Outperform
Apr 10, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform
Apr 10, 2026 Wells Fargo MAINTAIN Overweight Overweight
Apr 9, 2026 UBS MAINTAIN Buy Buy
Apr 9, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Apr 8, 2026 Barclays MAINTAIN Overweight Overweight
Mar 3, 2026 Morgan Stanley MAINTAIN Overweight Overweight
Feb 25, 2026 Wells Fargo MAINTAIN Overweight Overweight
Feb 5, 2026 JP Morgan MAINTAIN Overweight Overweight
Feb 5, 2026 UBS MAINTAIN Buy Buy
Feb 4, 2026 Barclays MAINTAIN Overweight Overweight
Jan 13, 2026 Wells Fargo MAINTAIN Overweight Overweight
Jan 8, 2026 UBS MAINTAIN Buy Buy
Jan 5, 2026 JP Morgan UPGRADE Neutral Overweight
Dec 16, 2025 Mizuho INITIATE Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202651310095%
May 1, 202641310094%
Apr 1, 202631320089%
Mar 1, 202631320089%
Feb 1, 202631320089%
Jan 1, 202631230083%
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 1 buys, 0 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Mar 2, 2026Michael McCaulRHOUSEBUY$50,001 - $100,000Equitable Holdings IncApr 10, 2026 (40d)

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 18, 2026
dark_pool
Dark Pool: EQH — 3.9M shares, 66,581 trades
Week starting 2026-05-18. Total ATS volume: 3,941,430 shares across 66,581 trades.
May 11, 2026
dark_pool
Dark Pool: EQH — 3.9M shares, 60,113 trades
Week starting 2026-05-11. Total ATS volume: 3,859,514 shares across 60,113 trades.
May 6, 2026
short_interest
FTD: EQH — 12,350 shares ($0.5M) failed to deliver
Settlement: 20260506, Price: $44.04, FTD Value: $543,894, EQUITABLE HLDGS INC COM (DE)
May 4, 2026
dark_pool
Dark Pool: EQH — 7.1M shares, 88,527 trades
Week starting 2026-05-04. Total ATS volume: 7,071,113 shares across 88,527 trades.
May 4, 2026
earnings_calendar
EQH Q1 2026 Earnings After Market Close — 2026-05-04
Apr 30, 2026
short_volume
Short Volume: EQH — 55.5% short (0.7M / 1.3M)
Short: 716,553 | Exempt: 600 | TRF Vol: 1,290,586 | Short Ratio: 55.5% | Off-exchange volume (dark pool + OTC)
Apr 29, 2026
short_interest
FTD: EQH — 17,420 shares ($0.7M) failed to deliver
Settlement: 20260429, Price: $41.84, FTD Value: $728,852.8, EQUITABLE HLDGS INC COM (DE)
Apr 29, 2026
short_volume
Short Volume: EQH — 63.0% short (0.9M / 1.5M)
Short: 949,977 | Exempt: 0 | TRF Vol: 1,506,957 | Short Ratio: 63.0% | Off-exchange volume (dark pool + OTC)
Apr 28, 2026
short_volume
Short Volume: EQH — 61.5% short (0.5M / 0.8M)
Short: 495,754 | Exempt: 0 | TRF Vol: 806,627 | Short Ratio: 61.5% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
dark_pool
Dark Pool: EQH — 4.0M shares, 69,764 trades
Week starting 2026-04-27. Total ATS volume: 3,986,600 shares across 69,764 trades.
Apr 20, 2026
dark_pool
Dark Pool: EQH — 3.7M shares, 58,509 trades
Week starting 2026-04-20. Total ATS volume: 3,741,261 shares across 58,509 trades.
Apr 13, 2026
dark_pool
Dark Pool: EQH — 6.6M shares, 86,909 trades
Week starting 2026-04-13. Total ATS volume: 6,637,955 shares across 86,909 trades.
Apr 7, 2026
short_interest
FTD: EQH — 128,880 shares ($5.0M) failed to deliver
Settlement: 20260407, Price: $38.45, FTD Value: $4,955,436, EQUITABLE HLDGS INC COM (DE)
Apr 6, 2026
dark_pool
Dark Pool: EQH — 5.2M shares, 68,812 trades
Week starting 2026-04-06. Total ATS volume: 5,223,674 shares across 68,812 trades.
Apr 6, 2026
short_volume
Short Volume: EQH — 55.9% short (0.6M / 1.0M)
Short: 550,208 | Exempt: 0 | TRF Vol: 983,964 | Short Ratio: 55.9% | Off-exchange volume (dark pool + OTC)