EQH
Equitable Holdings, Inc.
$42.54
+0.31%
$11.9B
No data for this timeframe.
Vol
Market Cap$11.9B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (94%)
Inst. Holders7 funds
Inst. Value$2.5B
Inst. Activity1 buys / 0 sells
Insider Activity0B / 10S
Insider Net $-$7.0M
SEC Reports6
Congressional1 trades
Recent Activity
May 20, 2026
SEC
Three Equitable Holdings insiders, including the CEO and COO, sold a total of $2.28M in open-market sales from May 15-18
CLUSTER — Impact 2/10
May 18, 2026
SEC
Insider cluster at Equitable Holdings (EQH): COO Jeffrey Hurd and another executive sold a combined $585K shares on May
CLUSTER — Impact 2/10
May 18, 2026
Insider
Pearson Mark sold 27,200 shares
President and CEO @ $0.00 ($0.00)
May 18, 2026
Insider
Pearson Mark sold 39,700 shares
President and CEO @ $42.60 ($1.7M)
May 18, 2026
Insider
Pearson Mark sold 27,200 shares
President and CEO @ $23.18 ($630.5K)
May 14, 2026
SEC
Illinois Appellate Court affirmed a $420 judgment against a subsidiary of Equitable Holdings in a check cashing dispute
COURT-RULING — Impact 1/10
Inst.
NORGES BANK — NEW
11,563,370 shares ($551.0M)
Inst.
UBS Group AG — TRIM
511,612 shares ($26.0M)
Price Targets
$57.92
+36.2% upside
Strong Buy
Current $42.54
Low $51.00
Median $58.00
High $63.00
13 analysts
$51.00
$63.00
Analyst Ratings
4Strong Buy
13Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| 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 |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.69 ▼ -4.6% | $1.57 — $1.81 | 53% YoY | 12 |
| Next Q | $1.83 ▼ -2.7% | $1.76 — $1.91 | 24% YoY | 11 |
| Current FY | $7.07 ▼ -1.9% | $6.80 — $7.31 | 25% YoY | 13 |
| Next FY | $8.80 ▼ -0.6% | $8.40 — $9.76 | 24% YoY | 14 |
Latest Reports
NEUTRAL
CLUSTER
2/10
Three Equitable Holdings insiders, including the CEO and COO, sold a total of $2.28M in open-market sales from May 15-18
May 20, 2026
NEUTRAL
CLUSTER
2/10
Insider cluster at Equitable Holdings (EQH): COO Jeffrey Hurd and another executive sold a combined $585K shares on May
May 18, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $1.5B | — |
| NORGES BANK | $551.0M | NEW |
| MORGAN STANLEY | $154.9M | ADD |
| FMR LLC | $135.6M | DOUBLED |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $95.0M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 18, 2026 | Pearson Mark | M | $0.00 |
| May 18, 2026 | Pearson Mark | SELL | $1.7M |
| May 18, 2026 | Pearson Mark | M | $630.5K |
| May 15, 2026 | HURD JEFFREY | M | $199.7K |
| May 15, 2026 | HURD JEFFREY | SELL | $397.2K |
Congressional Trades
1 members: 1 buys, 0 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| Michael McCaul | R | BUY | $50,001 - $100,000 |
7 institutional holders with $2.5B total value (51,632,291 shares) as of 2025-Q4. Top holders: VANGUARD, NORGES, MORGAN. Net buying activity: 1 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 30,633,125 | $1.5B | 59.3% | — |
| 2 | NORGES BANK | 11,563,370 | $551.0M | 22.4% | NEW |
| 3 | MORGAN STANLEY | 3,250,299 | $154.9M | 6.3% | ADD +26.9% |
| 4 | FMR LLC | 2,846,087 | $135.6M | 5.5% | DOUBLED +292.5% |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,993,319 | $95.0M | 3.9% | NEW |
| 6 | BANK OF AMERICA CORP /DE/ | 767,755 | $36.6M | 1.5% | — |
| 7 | WELLS FARGO & COMPANY/MN | 578,336 | $27.6M | 1.1% | TRIM -28.4% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 11,563,370 | — | $551.0M | 2025-Q4 |
| UBS Group AG | TRIM | 1,047,597 | 511,612 | -51.2% | $26.0M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 31,388 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | EXIT | 12,532,256 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 12,532,256 | — | $703.1M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | TRIM | 932,926 | 667,651 | -28.4% | $37.5M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 216,765 | 31,388 | -85.5% | $1.8M | 2025-Q2 |
| FMR LLC | DOUBLED | 783,118 | 3,073,520 | +292.5% | $160.1M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | ADD | 565,814 | 932,926 | +64.9% | $48.6M | 2025-Q1 |
| CITADEL ADVISORS LLC | DOUBLED | 73,888 | 832,010 | +1026.0% | $43.3M | 2025-Q1 |
| NORGES BANK | EXIT | 14,166,852 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | DOUBLED | 424,846 | 864,608 | +103.5% | $40.8M | 2024-Q4 |
| CITADEL ADVISORS LLC | NEAR_EXIT | 1,030,812 | 73,888 | -92.8% | $3.5M | 2024-Q4 |
| MORGAN STANLEY | ADD | 2,994,418 | 3,800,139 | +26.9% | $159.7M | 2024-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 2,165,115 | — | $91.0M | 2024-Q3 |
7 unique insiders with 10 transactions. Net insider value: -$7.0M ($0.00 bought, $7.0M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 18, 2026 | Pearson Mark | President and CEO | M | 27,200 | $0.00 | $0.00 |
| May 18, 2026 | Pearson Mark | President and CEO | SELL | 39,700 | $42.60 | $1.7M |
| May 18, 2026 | Pearson Mark | President and CEO | M | 27,200 | $23.18 | $630.5K |
| May 15, 2026 | HURD JEFFREY J | Chief Operating Officer | M | 9,358 | $21.34 | $199.7K |
| May 15, 2026 | HURD JEFFREY J | Chief Operating Officer | SELL | 9,358 | $42.44 | $397.2K |
| May 15, 2026 | HURD JEFFREY J | Chief Operating Officer | M | 9,358 | $0.00 | $0.00 |
| May 15, 2026 | Lane Nick | See Remarks | M | 4,417 | $23.18 | $102.4K |
| May 15, 2026 | Lane Nick | See Remarks | SELL | 4,417 | $42.45 | $187.5K |
| May 15, 2026 | Lane Nick | See Remarks | M | 4,417 | $0.00 | $0.00 |
| Apr 20, 2026 | Pearson Mark | President and CEO | M | 27,200 | $23.18 | $630.5K |
| Apr 20, 2026 | Pearson Mark | President and CEO | SELL | 39,700 | $41.63 | $1.7M |
| Apr 20, 2026 | Pearson Mark | President and CEO | M | 27,200 | $0.00 | $0.00 |
| Apr 15, 2026 | Pearson Mark | President and CEO | M | 1,387 | $23.18 | $32.2K |
| Apr 15, 2026 | Pearson Mark | President and CEO | SELL | 1,387 | $40.03 | $55.5K |
| Apr 15, 2026 | Pearson Mark | President and CEO | M | 1,387 | $0.00 | $0.00 |
| Apr 15, 2026 | HURD JEFFREY J | Chief Operating Officer | M | 9,358 | $0.00 | $0.00 |
| Apr 15, 2026 | HURD JEFFREY J | Chief Operating Officer | M | 9,358 | $21.34 | $199.7K |
| Apr 15, 2026 | HURD JEFFREY J | Chief Operating Officer | SELL | 8,309 | $40.61 | $337.4K |
| Apr 15, 2026 | Lane Nick | See Remarks | M | 10,000 | $23.18 | $231.8K |
| Apr 15, 2026 | Lane Nick | See Remarks | SELL | 10,000 | $40.44 | $404.4K |
| Apr 15, 2026 | Lane Nick | See Remarks | M | 10,000 | $0.00 | $0.00 |
| Apr 8, 2026 | Lane Nick | See Remarks | M | 10,000 | $0.00 | $0.00 |
| Apr 8, 2026 | Lane Nick | See Remarks | M | 10,000 | $23.18 | $231.8K |
| Apr 8, 2026 | Lane Nick | See Remarks | SELL | 10,000 | $40.04 | $400.4K |
| Apr 8, 2026 | HURD JEFFREY J | Chief Operating Officer | M | 9,358 | $21.34 | $199.7K |
| Apr 8, 2026 | HURD JEFFREY J | Chief Operating Officer | SELL | 9,358 | $40.06 | $374.8K |
| Apr 8, 2026 | HURD JEFFREY J | Chief Operating Officer | M | 9,358 | $0.00 | $0.00 |
| Apr 8, 2026 | Pearson Mark | President and CEO | M | 25,813 | $23.18 | $598.3K |
| Apr 8, 2026 | Pearson Mark | President and CEO | SELL | 38,313 | $40.05 | $1.5M |
| Apr 8, 2026 | Pearson Mark | President and CEO | M | 25,813 | $0.00 | $0.00 |
| Mar 12, 2026 | HURD JEFFREY J | Chief Operating Officer | A | 332.29 | $0.00 | $0.00 |
| Mar 12, 2026 | Lane Nick | See Remarks | A | 383.86 | $0.00 | $0.00 |
| Mar 12, 2026 | Eckert William James IV | Chief Accounting Officer | A | 58.58 | $0.00 | $0.00 |
| Mar 12, 2026 | BERNSTEIN SETH P | See Remarks | A | 126.76 | $0.00 | $0.00 |
| Mar 12, 2026 | Pearson Mark | President and CEO | A | 1,660.39 | $0.00 | $0.00 |
| Mar 12, 2026 | Raju Robin M | Chief Financial Officer | A | 391.64 | $0.00 | $0.00 |
| Mar 12, 2026 | Meyers Kurt | Chief Legal Officer, Secretary | A | 241.24 | $0.00 | $0.00 |
| Mar 2, 2026 | Pearson Mark | President and CEO | F | 67,679 | $40.22 | $2.7M |
| Mar 2, 2026 | Raju Robin M | Chief Financial Officer | F | 15,186 | $40.22 | $610.8K |
| Feb 11, 2026 | Raju Robin M | Chief Financial Officer | A | 29,226 | $45.85 | $1.3M |
| Feb 11, 2026 | BERNSTEIN SETH P | See Remarks | A | 8,725 | $45.85 | $400.0K |
| Feb 11, 2026 | Lane Nick | See Remarks | A | 27,918 | $45.85 | $1.3M |
| Feb 11, 2026 | Pearson Mark | President and CEO | A | 123,010 | $45.85 | $5.6M |
| Feb 11, 2026 | Eckert William James IV | Chief Accounting Officer | A | 4,144 | $45.85 | $190.0K |
| Feb 11, 2026 | Meyers Kurt | Chief Legal Officer, Secretary | A | 9,597 | $45.85 | $440.0K |
| Feb 11, 2026 | HURD JEFFREY J | Chief Operating Officer | A | 23,992 | $45.85 | $1.1M |
6 SEC filing reports analyzed. Sentiment: 0 bullish, 2 bearish, 1 mixed, 3 neutral. Avg impact: 4.2/10.
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
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
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
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (94% buy). Based on 18 analysts: 4 strong buy, 13 buy, 1 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$57.92 mean target
+36.2% upside
Strong Buy (1.23)
$51.00 Low
$63.00 High
| Metric | Value |
|---|---|
| Current Price | $42.54 |
| Target Low | $51.00 |
| Target Mean | $57.92 |
| Target Median | $58.00 |
| Target High | $63.00 |
| # Analysts | 13 |
| Recommendation | Strong Buy (1.23) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$1.69 | $1.57 | $1.81 | 53.3% | -4.6% | 1↑ 5↓ | $3.9B | 64.6% | 12 |
| Next Q 2026-09-30 |
$1.83 | $1.76 | $1.91 | 23.5% | -2.7% | 1↑ 5↓ | $3.9B | 5.5% | 11 |
| Current FY 2026-12-31 |
$7.07 | $6.80 | $7.31 | 25.4% | -1.9% | 2↑ 8↓ | $15.6B | 33.5% | 13 |
| Next FY 2027-12-31 |
$8.80 | $8.40 | $9.76 | 24.5% | -0.6% | 1↑ 8↓ | $17.2B | 10.2% | 14 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.686 | |
| 7d ago | $1.676 | +0.010 |
| 30d ago | $1.767 | -0.081 |
| 60d ago | $1.839 | -0.153 |
| 90d ago | $1.836 | -0.150 |
9 analyst firms have rated this stock: 2 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| 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
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| May 1, 2026 | 4 | 13 | 1 | 0 | 0 | 94% | |
| Apr 1, 2026 | 3 | 13 | 2 | 0 | 0 | 89% | |
| Mar 1, 2026 | 3 | 13 | 2 | 0 | 0 | 89% | |
| Feb 1, 2026 | 3 | 13 | 2 | 0 | 0 | 89% | |
| Jan 1, 2026 | 3 | 12 | 3 | 0 | 0 | 83% |
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 1 buys, 0 sells.
Congressional Trades
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Mar 2, 2026 | Michael McCaul | R | HOUSE | BUY | $50,001 - $100,000 | Equitable Holdings Inc | Apr 10, 2026 (40d) |
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 14, 2026
Enforcement
West State Street Check Cashing v. United Equitable Group, Ltd.
Court ruling from Appellate Court of Illinois. Docket: 1-25-0348
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_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 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 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)
Apr 6, 2026
short_interest
FTD: EQH — 128,880 shares ($4.9M) failed to deliver
Settlement: 20260406, Price: $37.79, FTD Value: $4,870,375.2, EQUITABLE HLDGS INC COM (DE)
Apr 2, 2026
short_volume
Short Volume: EQH — 63.0% short (1.3M / 2.0M)
Short: 1,263,729 | Exempt: 150 | TRF Vol: 2,005,061 | Short Ratio: 63.0% | Off-exchange volume (dark pool + OTC)
Apr 1, 2026
short_volume
Short Volume: EQH — 60.4% short (1.2M / 1.9M)
Short: 1,166,823 | Exempt: 0 | TRF Vol: 1,932,490 | Short Ratio: 60.4% | Off-exchange volume (dark pool + OTC)
Mar 30, 2026
dark_pool
Dark Pool: EQH — 7.8M shares, 92,070 trades
Week starting 2026-03-30. Total ATS volume: 7,769,795 shares across 92,070 trades.