Analysts Issue Forecasts for Equitable FY2026 Earnings

Equitable Holdings, Inc. (NYSE:EQH) – Equities research analysts at DOWLING & PARTN issued their FY2026 EPS estimates for Equitable in a research report issued on Wednesday, May 20th. DOWLING & PARTN analyst J. Hurwitz expects that the company will earn $7.00 per share for the year. The consensus estimate for Equitable’s current full-year earnings is $7.08 per share. DOWLING & PARTN also issued estimates for Equitable’s FY2027 earnings at $8.60 EPS and FY2028 earnings at $10.25 EPS.

Equitable (NYSE:EQH) last announced its earnings results on Monday, May 4th. The company reported $1.62 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.60 by $0.02. The company had revenue of $4.23 billion for the quarter, compared to analyst estimates of $3.95 billion. Equitable had a negative net margin of 7.26% and a positive return on equity of 232.29%. Equitable’s quarterly revenue was down 7.6% on a year-over-year basis. During the same period in the prior year, the business earned $1.35 earnings per share.

Several other equities research analysts have also recently commented on the company. Raymond James Financial set a $58.00 target price on Equitable and gave the company a “strong-buy” rating in a research note on Thursday, April 16th. Evercore set a $63.00 target price on Equitable and gave the company an “outperform” rating in a research note on Thursday, April 9th. Morgan Stanley lowered their target price on Equitable from $59.00 to $54.00 and set an “overweight” rating for the company in a research note on Tuesday, March 3rd. UBS Group lowered their target price on Equitable from $66.00 to $58.00 and set a “buy” rating for the company in a research note on Thursday, April 9th. Finally, Keefe, Bruyette & Woods increased their price objective on shares of Equitable from $51.00 to $60.00 and gave the company an “outperform” rating in a report on Wednesday, May 6th. Two investment analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and two have assigned a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $58.18.

Equitable Stock Down 2.0%

NYSE EQH opened at $41.42 on Thursday. The stock has a fifty day moving average of $40.23 and a 200-day moving average of $43.43. The stock has a market capitalization of $11.66 billion, a P/E ratio of -14.59, a price-to-earnings-growth ratio of 0.46 and a beta of 1.13. Equitable has a 52 week low of $35.19 and a 52 week high of $56.61. The company has a debt-to-equity ratio of 8.75, a quick ratio of 0.11 and a current ratio of 0.11.

Equitable Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, June 8th. Shareholders of record on Monday, June 1st will be paid a $0.30 dividend. The ex-dividend date of this dividend is Monday, June 1st. This is a boost from Equitable’s previous quarterly dividend of $0.27. This represents a $1.20 dividend on an annualized basis and a yield of 2.9%. Equitable’s payout ratio is -38.03%.

Equitable announced that its board has authorized a stock buyback program on Wednesday, February 11th that permits the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization permits the company to repurchase up to 7.7% of its stock through open market purchases. Stock repurchase programs are typically an indication that the company’s board believes its stock is undervalued.

Insider Buying and Selling at Equitable

In other Equitable news, CEO Mark Pearson sold 39,700 shares of the firm’s stock in a transaction that occurred on Monday, April 20th. The shares were sold at an average price of $41.63, for a total value of $1,652,711.00. Following the transaction, the chief executive officer directly owned 789,183 shares of the company’s stock, valued at approximately $32,853,688.29. This trade represents a 4.79% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO William James Iv Eckert sold 7,300 shares of the firm’s stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $42.48, for a total transaction of $310,104.00. Following the completion of the transaction, the chief accounting officer directly owned 15,506 shares in the company, valued at approximately $658,694.88. The trade was a 32.01% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 154,191 shares of company stock valued at $6,311,969 in the last three months. Insiders own 1.10% of the company’s stock.

Institutional Investors Weigh In On Equitable

Several hedge funds have recently bought and sold shares of EQH. Geneos Wealth Management Inc. raised its holdings in Equitable by 92.6% in the first quarter. Geneos Wealth Management Inc. now owns 882 shares of the company’s stock worth $46,000 after purchasing an additional 424 shares during the period. Jump Financial LLC acquired a new stake in Equitable in the second quarter worth $1,712,000. Gamco Investors INC. ET AL acquired a new stake in Equitable in the second quarter worth $1,133,000. Qube Research & Technologies Ltd raised its holdings in Equitable by 1,126.5% in the second quarter. Qube Research & Technologies Ltd now owns 291,126 shares of the company’s stock worth $16,332,000 after purchasing an additional 267,389 shares during the period. Finally, Sei Investments Co. raised its holdings in Equitable by 45.8% in the second quarter. Sei Investments Co. now owns 626,017 shares of the company’s stock worth $35,120,000 after purchasing an additional 196,729 shares during the period. 92.70% of the stock is currently owned by institutional investors and hedge funds.

About Equitable

Equitable Holdings, Inc (NYSE: EQH) is a leading provider of life insurance, annuities and retirement plan services in the United States. Through its insurance subsidiary, AXA Equitable Life Insurance Company, the firm offers a broad range of permanent and term life insurance products designed to help individuals and families manage risk and build wealth. In addition, Equitable provides fixed, variable and indexed annuity solutions to support income planning in retirement, as well as a suite of group retirement and pension plan services for employers and plan sponsors.

The company also maintains an asset management arm that delivers investment strategies across equities, fixed income and alternative asset classes for both retail and institutional clients.