Equitable Holdings’ Lane Nick sells $1.35m in stock
Nick Lane, President of Equitable Financial, sold 30,000 shares of Equitable Holdings Inc. (NYSE: EQH) for $1.35 million and exercised options for an additional 10,000 shares. This transaction leaves him with 107,875.8 direct shares. The company recently met EPS expectations for Q4 2025 but experienced a significant revenue shortfall, prompting close monitoring from investors and analysts.
Do Options Traders Know Something About EQH Stock We Don't?
Options traders are showing significant interest in Equitable Holdings (EQH) as evidenced by the high implied volatility of its March 20, 2026 $30 Call options. Despite this, the company currently holds a Zacks Rank #4 (Sell), with analysts lowering earnings estimates for the current quarter. This divergence suggests potential trading opportunities for options traders, particularly those who sell premium.
Envestnet Asset Management Inc. Has $19.62 Million Stock Holdings in Equitable Holdings, Inc. $EQH
Envestnet Asset Management Inc. significantly increased its stake in Equitable Holdings, Inc. by 23.8% in the third quarter, now holding 386,333 shares valued at $19.62 million. Equitable's board also authorized a $1 billion share buyback program and declared a quarterly dividend of $0.27 per share. Despite some insider selling, institutional investors maintain a strong presence, owning approximately 92.7% of the company's stock.
Rhumbline Advisers Has $45.95 Million Stake in Equitable Holdings, Inc. $EQH
Rhumbline Advisers reduced its stake in Equitable Holdings, Inc. (EQH) by 3.3% in the third quarter, holding 904,867 shares valued at $45.95 million. Other institutional investors like Norges Bank, Geode Capital Management LLC, and Massachusetts Financial Services Co. MA significantly increased their holdings. Insider selling by CAO William James Iv Eckert and CEO Mark Pearson was also reported, alongside a new $1.00 billion stock buyback program announced by Equitable's board.
Illinois Municipal Retirement Fund Grows Stock Position in Equitable Holdings, Inc. $EQH
The Illinois Municipal Retirement Fund increased its stake in Equitable Holdings, Inc. (EQH) by 43.1% in the third quarter, bringing its total holdings to 149,278 shares worth $7.58 million. This comes as Equitable's board authorized a $1.0 billion share repurchase program and declared a quarterly dividend of $0.27 per share. Despite significant insider selling totaling $9.46 million in the last 90 days, analysts maintain a "Moderate Buy" consensus rating with an average price target of $62.42.
Caprock Group LLC Acquires Shares of 41,591 Equitable Holdings, Inc. $EQH
Caprock Group LLC has acquired a new stake of 41,591 shares in Equitable Holdings (NYSE:EQH), valued at approximately $2.215 million. This coincides with other institutional investors increasing their positions, and Equitable's recent authorization of a $1.0 billion stock buyback and a quarterly dividend of $0.27 per share. Analyst consensus rates EQH as a "Moderate Buy" with a target price of $62.42.
Caisse Des Depots ET Consignations Has $3.67 Million Stock Position in Equitable Holdings, Inc. $EQH
Caisse Des Depots ET Consignations reduced its stake in Equitable Holdings, Inc. (EQH) by 34.3% in the third quarter, now holding 72,198 shares valued at $3.67 million. Despite this, other institutional investors have increased their holdings. Equitable Holdings also announced a $1.0 billion stock repurchase program and a quarterly dividend of $0.27, while analysts maintain a "Moderate Buy" rating with a consensus price target of $62.42.
Equitable Holdings, Inc. Announces Quarterly Dividend of $0.27 (NYSE:EQH)
Equitable Holdings, Inc. (NYSE:EQH) has declared a quarterly dividend of $0.27 per share, payable on March 11th to shareholders of record on March 4th. This dividend represents an annualized yield of 2.4% and is well-covered by earnings, with a payout ratio of 13.3%. The company has a history of modestly increasing its dividends and analysts expect continued coverage for the foreseeable future.
Equitable Holdings Announces Additional $1 Billion Share Repurchase Authorization and Declares Common and Preferred Stock Dividends
Equitable Holdings, Inc. announced an additional $1 billion share repurchase authorization approved by its Board of Directors. The company also declared a quarterly cash dividend of $0.27 per share of common stock, payable on March 11, 2026, to shareholders of record on March 4, 2026. Additionally, cash dividends were declared for Series A and Series C non-cumulative perpetual preferred stock, payable on March 15, 2026, to holders of record as of March 4, 2026.
Equitable board adds $1B repurchase authorization, sets March dividends
Equitable Holdings' Board of Directors has authorized an additional $1 billion share repurchase program, demonstrating confidence in the company's stock value. Concurrently, the board declared quarterly cash dividends for common stock holders at $0.27 per share, payable on March 11, 2026. Dividends for Series A and Series C non-cumulative perpetual preferred stock were also set, payable on March 15, 2026.
Equitable Holdings, Inc. $EQH Shares Sold by Oppenheimer Asset Management Inc.
Oppenheimer Asset Management Inc. significantly reduced its stake in Equitable Holdings, Inc. (NYSE: EQH) by 14.8% in the third quarter of 2025, selling nearly 22,000 shares. This move aligns with notable insider selling activities, including the CEO and COO divesting substantial portions of their holdings, totaling over $9.4 million in the last three months. Despite institutional investors owning a large percentage of the stock, analysts currently maintain a "Moderate Buy" rating with an average price target of $62.42, while the stock trades around $45.66.
Equitable Holdings's Q4 Earnings Call: Our Top 5 Analyst Questions
Equitable Holdings (EQH) reported a challenging Q4 2025, missing analyst estimates for revenue, adjusted EPS, and operating income due to elevated mortality claims and higher commission expenses. The article highlights key questions from analysts during the earnings call, focusing on portfolio risk, valuation gaps, rising commissions, individual life disclosure, and competition in RILA. StockStory analysts will monitor mortality stabilization, wealth management growth, and margin expansion as future catalysts.
Equitable Holdings Signals 2026 Rebound After Mixed 2025
Equitable Holdings (EQH) reported mixed results for 2025, with record asset levels and strong cash generation offset by slower-than-expected earnings growth due to mortality impacts, asset management outflows, and Corporate & Other losses. However, management is optimistic for 2026, projecting accelerated EPS growth, robust cash generation, and strong performance in the Retirement and Wealth Management segments, despite ongoing challenges like valuation gaps and investor skepticism. The company is actively implementing expense discipline and balance sheet derisking to narrow the gap to its long-term strategic plan.
Assessing Equitable Holdings (EQH) Valuation After Weaker Q4 2025 Earnings And Softer Shareholder Sentiment
Equitable Holdings (EQH) reported weaker Q4 2025 results with lower revenue and profitability, leading to a recent decline in its share price. Despite this, the company's long-term shareholder returns remain strong, and analysts view the stock as undervalued with a fair value of $62 per share, driven by demographic trends and growth in annuity and retirement solutions. The article suggests investors consider building their own narrative and reviewing key rewards and warning signs for EQH.
Allianz Asset Management GmbH Sells 98,879 Shares of Equitable Holdings, Inc. $EQH
Allianz Asset Management GmbH reduced its stake in Equitable Holdings, Inc. by 26.3%, selling 98,879 shares and retaining 277,323 shares valued at approximately $14.08 million. Company insiders, including Nick Lane and Jeffrey Hurd, have also been net sellers in the past 90 days. Equitable Holdings pays a quarterly dividend of $0.27 and has a consensus "Moderate Buy" rating from analysts with an average target price of $62.23.
J.P. Morgan Keeps Their Buy Rating on Equitable Holdings (EQH)
J.P. Morgan analyst Jimmy Bhullar maintained a Buy rating on Equitable Holdings (EQH) with a $58.00 price target. This comes despite corporate insider sentiment being negative, with recent selling of shares by the CEO. Equitable Holdings recently reported a quarterly revenue of $1.45 billion and a GAAP net loss of $1.31 billion.
Equitable Holdings (EQH) Q4 2025 Earnings Call Transcript
This article provides the transcript of Equitable Holdings' (EQH) Q4 2025 earnings call. The content is presented by Quartr and lists "Company Participants", indicating a focus on the financial discussions and reports from the call.
BI Asset Management Fondsmaeglerselskab A S Has $8.65 Million Stock Holdings in Equitable Holdings, Inc. $EQH
BI Asset Management Fondsmaeglerselskab A S significantly increased its stake in Equitable Holdings, Inc. (EQH) during Q3, now holding 170,286 shares valued at $8.65 million. Despite this, EQH has faced recent revenue and EPS misses, year-over-year revenue declines, and insider selling pressure totaling $9.46 million. Wall Street analysts currently rate EQH as a "Moderate Buy" with a consensus price target of $62.23.
Equitable Holdings Reports 2025 Results and Strategic Progress
Equitable Holdings (EQH) announced its 2025 full-year and fourth-quarter results, reporting $1.6 billion in organic cash generation and strong net inflows in Retirement and Wealth Management, despite a net loss of $1.4 billion. The company also executed significant strategic actions, including reinsurance deals and increased assets under management to $1.1 trillion. While analysts rate EQH a "Buy" with a $57.00 price target, TipRanks' AI Analyst suggests an "Underperform" due to financial performance challenges such as declining revenues and high leverage.
Equitable Holdings Reports 2025 Results and Strategic Progress
Equitable Holdings (EQH) announced its 2025 full-year and Q4 results, reporting $1.6 billion in organic cash generation and a net loss of $1.4 billion, alongside Non-GAAP operating earnings of $1.7 billion. The company achieved strong net inflows in Retirement and Wealth Management, increased assets under management to $1.1 trillion, and returned $1.8 billion to shareholders. Despite strategic progress, including reinsurance deals and capital deployment, the stock received an "Underperform" rating from TipRanks' AI Analyst, citing financial performance challenges and a bearish technical trend.
Equitable reports mixed results but looks ahead to a stronger 2026
Equitable Holdings reported mixed financial results for 2025, with a full-year net loss of $1.4 billion but a return to profitability in Q4, with net income of $215 million. Despite these results, the company expressed optimism for 2026, focusing on retirement, asset management, and wealth management, and expecting improved EPS growth. Equitable also made strategic moves such as expanding commercial real estate lending and reinsuring a significant portion of its life insurance block.
Earnings call transcript: Equitable Holdings Q4 2025 reveals revenue miss, stable EPS
Equitable Holdings reported stable Q4 2025 earnings per share (EPS) of $1.76, meeting analyst expectations, but significantly missed revenue forecasts at $3.28 billion against an anticipated $3.95 billion. Despite the revenue miss, the company's stock saw a slight pre-market uptick. The earnings call highlighted strategic focuses on U.S. retirement, asset management, and wealth management, along with record RILA sales and increased assets under management.
Equitable Holdings, Inc. (EQH) Q4 earnings beat estimates
Equitable Holdings, Inc. (EQH) announced its Q4 earnings, surpassing analyst estimates. This positive financial performance indicates a strong close to the year for the company.
Short Interest in Equitable Holdings, Inc. (NYSE:EQH) Grows By 20.2%
Equitable Holdings (NYSE:EQH) saw a 20.2% increase in short interest as of January 15th, totaling 7,680,687 shares, representing 2.7% of its outstanding shares with a days-to-cover ratio of 3.2 days. Insiders, Including CEO Mark Pearson, sold approximately $9.46 million worth of shares in the last quarter. The company recently missed earnings estimates, reporting $1.73 EPS against a $1.75 consensus, and its stock trades near $44.85 with an average analyst target price of $62.46.
Insights into Equitable Holdings Q4 Earnings
Equitable Holdings (NYSE: EQH) reported its Q4 earnings on February 4, 2026, missing estimated earnings per share (EPS) by -1.14%, with an EPS of $1.73 against an estimate of $1.75. The company's revenue was also down $344.00 million compared to the same period last year. This earnings miss follows a previous quarter where EPS also fell short, resulting in a share price drop.
Equitable Holdings (EQH) Q4 Earnings Report Preview: What To Look For
Equitable Holdings (EQH) is set to announce its Q4 earnings results this Wednesday. Analysts expect flat year-on-year revenue of $3.91 billion and adjusted earnings of $1.75 per share. The company has a history of missing revenue estimates and its stock has recently underperformed peers, despite a positive average analyst price target.
Mediolanum International Funds Ltd Acquires 50,455 Shares of Equitable Holdings, Inc. $EQH
Mediolanum International Funds Ltd increased its stake in Equitable Holdings, Inc. (NYSE:EQH) by 26.5% in the third quarter, acquiring an additional 50,455 shares, bringing its total to 241,175 shares worth $12.6 million. Other institutional investors like Norges Bank and Geode Capital Management LLC also significantly increased their holdings in EQH. The stock has a "Moderate Buy" consensus rating from analysts, though some have adjusted price targets and ratings recently.
Equitable Holdings, Inc. (NYSE:EQH) Receives Average Rating of "Moderate Buy" from Analysts
Equitable Holdings, Inc. (NYSE:EQH) has received an average "Moderate Buy" rating from analysts, with a 12-month average price target implying significant upside from its current trading price. Despite this, the company reported weak quarterly results, missing EPS estimates and showing a substantial year-over-year revenue decline, coupled with negative net margins. Insider selling activity has also been noted, although institutional investors have recently increased their holdings.
Bank of New York Mellon Corp Sells 22,518 Shares of Equitable Holdings, Inc. $EQH
Bank of New York Mellon Corp has reduced its stake in Equitable Holdings, Inc. by selling 22,518 shares, now owning 1.00% of the company valued at $151.82 million. Equitable Holdings, Inc. has a "Moderate Buy" consensus rating from analysts, though its latest quarterly earnings and revenue missed estimates, with revenue down 52.8% year-over-year. The company pays a quarterly dividend of $0.27 and has seen insiders sell shares worth approximately $9.46 million in the last 90 days.
Strs Ohio Trims Holdings in Equitable Holdings, Inc. $EQH
STRS Ohio significantly reduced its stake in Equitable Holdings, Inc. by 80.8% in the third quarter, leaving it with 7,190 shares. This comes as Equitable reported a missed earnings and revenue forecast for Q3, with a substantial year-over-year revenue decrease. Despite this, institutional investors hold a large portion of the stock, analysts rate it a "Moderate Buy," and the company pays a quarterly dividend.
Trading the Move, Not the Narrative: (EQH) Edition
This article analyzes Equitable Holdings Inc. (EQH) using AI models to provide trading strategies. It highlights a neutral near-term sentiment that could moderate mid-term weakness, identifying a significant short setup with an exceptional risk-reward ratio. The piece offers three distinct strategies for different risk profiles: a Position Trading Strategy, a Momentum Breakout Strategy, and a Risk Hedging Strategy.
Equitable Holdings, Inc. (EQH) Reports Next Week: Wall Street Expects Earnings Growth
Equitable Holdings, Inc. (EQH) is set to report its earnings for the quarter ended December 2025 next week, with Wall Street anticipating an 11.5% year-over-year increase in EPS to $1.75 on 2% higher revenues of $4.03 billion. However, analysts have recently become more bearish, lowering the consensus EPS estimate and resulting in a negative Zacks Earnings ESP of -0.43%. Combined with a Zacks Rank of #4, this suggests Equitable Holdings is not a strong candidate for an earnings beat.
Equitable Holdings, Inc. (EQH) Reports Next Week: Wall Street Expects Earnings Growth
Equitable Holdings, Inc. (EQH) is anticipated to report an increase in earnings and higher revenues for the quarter ended December 2025. While analysts expect $1.75 EPS and $4.03 billion in revenue, the Zacks Earnings ESP of -0.43% combined with a Zacks Rank of #4 makes it difficult to definitively predict an earnings beat. Investors are advised to consider other factors alongside these indicators.
Retirement Systems of Alabama Buys Shares of 362,158 Equitable Holdings, Inc. $EQH
Retirement Systems of Alabama significantly increased its stake in Equitable Holdings, Inc. (EQH) during the third quarter, purchasing 362,158 shares valued at approximately $18.39 million. This acquisition gives them about 0.12% ownership of the company. Despite insider selling, a "Moderate Buy" consensus rating from Wall Street, and a quarterly dividend, Equitable recently underperformed in EPS and saw a substantial revenue decline.
Mitsubishi UFJ Trust & Banking Corp Buys 68,644 Shares of Equitable Holdings, Inc. $EQH
Mitsubishi UFJ Trust & Banking Corp significantly increased its stake in Equitable Holdings, Inc. by 19.0% in Q3, now owning 430,860 shares valued at approximately $21.88 million. Despite this, Equitable recently missed quarterly EPS and saw a 52.8% year-over-year revenue decline, with analysts currently rating the stock a "Moderate Buy" with an average price target of $62.54. Company insiders have sold over 200,000 shares in the past 90 days.
Algebris UK Ltd. Has $36.15 Million Stock Position in Equitable Holdings, Inc. $EQH
Algebris UK Ltd. significantly increased its stake in Equitable Holdings, Inc. (NYSE:EQH) by 28.6% during the third quarter, now owning 712,460 shares valued at $36.15 million, making it their 7th largest holding. This comes as Equitable missed Q3 EPS and revenue expectations, with insiders actively selling off shares. Despite mixed analyst ratings, the stock pays a quarterly dividend of $0.27, representing a 2.4% yield.
Rakuten Investment Management Inc. Buys Shares of 64,439 Equitable Holdings, Inc. $EQH
Rakuten Investment Management Inc. recently acquired 64,439 shares of Equitable Holdings, Inc. (EQH) totaling approximately $3.27 million in the third quarter. Institutional ownership of EQH stands at 92.7%, with several other firms also increasing their stakes. Despite recent analyst "Buy" ratings and price targets suggesting significant upside, Equitable reported a Q3 earnings miss, a 52.8% year-over-year revenue decline, and insider sales totaling around $9.46 million in the last 90 days.
Equitable (NYSE:EQH) Sees Strong Trading Volume - Here's What Happened
Equitable (NYSE:EQH) experienced strong trading volume, with 3,833,246 shares traded, a 39% increase from the previous session, as its stock fell about 1.5% to $45.44. This comes after the company missed earnings expectations, reporting $1.48 EPS against an anticipated $1.59, and saw revenue decline by 52.8% year-over-year. Despite several analysts trimming price targets, the consensus rating remains "Buy" with a target price of $62.54, though insiders sold roughly $9.46 million worth of stock in the last quarter.
QRG Capital Management Inc. Has $749,000 Position in Equitable Holdings, Inc. $EQH
QRG Capital Management Inc. significantly reduced its stake in Equitable Holdings, Inc. (NYSE:EQH) by 84.2% in the third quarter, now holding 14,745 shares valued at $749,000. Despite this reduction and a recent earnings miss, Wall Street analysts maintain a "Buy" rating for EQH with a consensus target price of $62.54. Meanwhile, company insiders have sold approximately 203,770 shares worth $9.46 million in the last 90 days.
Mark Pearson Sells 39,700 Shares of Equitable (NYSE:EQH) Stock
Equitable Holdings CEO Mark Pearson sold 39,700 shares of company stock for approximately $1.83 million on January 20, reducing his ownership by 5.73%. This sale follows earlier transactions in December and November. The company recently missed earnings estimates, reporting $1.48 EPS against an expected $1.59, and revenue of $1.45 billion against $3.65 billion.
Massachusetts Financial Services Co. MA Has $235.07 Million Position in Equitable Holdings, Inc. $EQH
Massachusetts Financial Services Co. MA has decreased its stake in Equitable Holdings, Inc. by 15.8%, divesting 868,823 shares but still holding 4,629,268 shares valued at approximately $235.07 million. Despite this reduction, institutional ownership in Equitable remains high at around 92.7%, with other major institutions like Norges Bank and Geode Capital significantly increasing their positions. Equitable carries an average "Buy" rating from analysts with a target price of $62.54, even though the company recently missed quarterly EPS estimates and reported a substantial year-over-year revenue decline.
(EQH) Volatility Zones as Tactical Triggers
This article analyzes Equitable Holdings Inc. (NYSE: EQH) using AI models to identify volatility zones and tactical trading triggers. It highlights weak near-term sentiment and a mid-channel oscillation, suggesting a high risk-reward short setup. Three distinct trading strategies—Position, Momentum Breakout, and Risk Hedging—are provided, tailored for different risk profiles and holding periods, along with multi-timeframe signal analysis.
Insider Sell: Jeffrey Hurd Sells 6,790 Shares of Equitable Holdi
Jeffrey Hurd, COO of Equitable Financial Life Insurance Company, a subsidiary of Equitable Holdings Inc (EQH), sold 6,790 shares of EQH on January 15, 2026. This transaction brings his total holdings to 55,022.56 shares. Equitable Holdings Inc has seen no insider buys and 37 insider sells in the past year, with Hurd himself selling 67,404 shares in total during that period. The stock is currently trading at $47.65, deemed modestly undervalued with a price-to-GF-Value ratio of 0.78.
Equitable (NYSE:EQH) Insider Nick Lane Sells 30,000 Shares
Nick Lane, an insider at Equitable (NYSE:EQH), sold 30,000 shares of the company's stock on January 15th for $1,429,500, reducing his holding to 99,958 shares. This follows a previous sale of 30,000 shares in December, indicating a significant reduction in his position. Despite this insider selling, Equitable maintains a consensus "Buy" rating from analysts with an average target price of $62.54.
Jeffrey Hurd Sells 6,790 Shares of Equitable (NYSE:EQH) Stock
Jeffrey Hurd, COO of Equitable Holdings, Inc. (NYSE:EQH), sold 6,790 shares of company stock for approximately $323,543.50, reducing his stake by nearly 11%. This transaction follows Equitable missing its quarterly earnings and revenue expectations, with a significant year-over-year revenue decline. Despite the recent executive sale and disappointing financials, analysts maintain a consensus "Buy" rating for EQH with a target price around $62.54.
Equitable Holdings Insider Sold Shares Worth $1,429,487, According to a Recent SEC Filing
An insider at Equitable Holdings (EQH) sold shares valued at $1,429,487, according to a recent SEC filing. The company is a diversified financial services organization involved in individual retirement, group retirement, investment management, protection solutions, and wealth management. Equitable Holdings' stock closed at $46.73 with a buy consensus from analysts, and its Q4 2025 earnings release is scheduled for February 03.
Commonwealth Equity Services LLC Purchases 125,842 Shares of Equitable Holdings, Inc. $EQH
Commonwealth Equity Services LLC significantly increased its stake in Equitable Holdings, Inc. by 2,090.7% in Q3, now holding 131,861 shares valued at $6.70 million. Despite this institutional buying and a consensus "Buy" rating from analysts with an average price target of $62.62, the company has faced challenges including missing revenue expectations, a negative net margin, and recent insider selling activity. Equitable also announced a quarterly dividend, offering an annualized yield of 2.3%.
Manning & Napier Advisors LLC Grows Holdings in Equitable Holdings, Inc. $EQH
Manning & Napier Advisors LLC significantly increased its stake in Equitable Holdings, Inc. (NYSE:EQH) by 126.7% in Q3, now holding 170,000 shares valued at $8.63 million. Despite institutional growth and a "Buy" consensus rating with a $62.62 price target, Equitable missed Q3 earnings expectations and saw revenue plunge, leading to a negative net margin and P/E. Insiders have also sold a substantial number of shares, yet the stock offers a 2.3% dividend yield.
Getting Gen X From Good To Great
Equitable's new study, "Approaching Retirement: Getting Gen X from Good to Great," reveals that while most Gen Xers are confident in their investment decisions, 40% lack a formal financial plan. The study highlights opportunities for financial professionals to assist this generation in wealth growth, retirement planning, and legacy building, addressing their competing financial goals and historically conservative investment approach. Gen X, the first generation fully responsible for their retirement, shows readiness to engage with trusted advisors who understand their holistic financial picture.
Price-Driven Insight from (EQH) for Rule-Based Strategy
This article provides a price-driven insight for Equitable Holdings Inc. (EQH) for a rule-based strategy, indicating a neutral sentiment across all time horizons. It highlights an exceptional risk-reward short setup and outlines different institutional trading strategies (Position, Momentum Breakout, Risk Hedging) along with multi-timeframe signal analysis generated by AI models.
