BI Asset Management Fondsmaeglerselskab A S Acquires 78,104 Shares of Equitable Holdings, Inc. $EQH

BI Asset Management Fondsmaeglerselskab A S boosted its holdings in Equitable Holdings, Inc. (NYSE:EQH) by 84.7% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 170,286 shares of the company’s stock after acquiring an additional 78,104 shares during the quarter. BI Asset Management Fondsmaeglerselskab A S’s holdings in Equitable were worth $8,647,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in the business. True Wealth Design LLC grew its stake in shares of Equitable by 592.6% in the 2nd quarter. True Wealth Design LLC now owns 561 shares of the company’s stock valued at $31,000 after purchasing an additional 480 shares during the period. Root Financial Partners LLC acquired a new stake in Equitable in the 3rd quarter valued at $36,000. Hilltop National Bank bought a new stake in Equitable in the third quarter valued at $37,000. Geneos Wealth Management Inc. raised its stake in Equitable by 92.6% during the first quarter. Geneos Wealth Management Inc. now owns 882 shares of the company’s stock worth $46,000 after acquiring an additional 424 shares in the last quarter. Finally, MAI Capital Management lifted its holdings in shares of Equitable by 64.0% during the second quarter. MAI Capital Management now owns 938 shares of the company’s stock valued at $53,000 after acquiring an additional 366 shares during the period. Institutional investors and hedge funds own 92.70% of the company’s stock.

Insider Transactions at Equitable

In related news, COO Jeffrey J. Hurd sold 6,790 shares of the business’s stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $47.65, for a total transaction of $323,543.50. Following the completion of the sale, the chief operating officer directly owned 55,023 shares of the company’s stock, valued at $2,621,845.95. The trade was a 10.98% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, CEO Mark Pearson sold 39,700 shares of the firm’s stock in a transaction that occurred on Tuesday, January 20th. The shares were sold at an average price of $46.20, for a total transaction of $1,834,140.00. Following the completion of the transaction, the chief executive officer directly owned 652,945 shares in the company, valued at approximately $30,166,059. The trade was a 5.73% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 203,770 shares of company stock valued at $9,462,206. 1.10% of the stock is owned by company insiders.

Equitable Stock Performance

Shares of Equitable stock opened at $43.34 on Friday. The company has a debt-to-equity ratio of 11.87, a current ratio of 0.13 and a quick ratio of 0.13. The firm has a 50 day simple moving average of $47.09 and a 200 day simple moving average of $49.22. Equitable Holdings, Inc. has a fifty-two week low of $41.39 and a fifty-two week high of $56.61. The firm has a market cap of $12.42 billion, a P/E ratio of -8.99, a P/E/G ratio of 0.34 and a beta of 1.12.

Equitable (NYSE:EQH) last announced its quarterly earnings data on Tuesday, November 4th. The company reported $1.48 EPS for the quarter, missing analysts’ consensus estimates of $1.59 by ($0.11). The firm had revenue of $1.45 billion during the quarter, compared to the consensus estimate of $3.65 billion. Equitable had a negative net margin of 11.83% and a positive return on equity of 114.77%. The firm’s quarterly revenue was down 52.8% on a year-over-year basis. During the same quarter in the previous year, the business posted $1.58 earnings per share. Sell-side analysts predict that Equitable Holdings, Inc. will post 7.33 earnings per share for the current fiscal year.

Equitable Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Monday, December 1st. Investors of record on Monday, November 24th were given a $0.27 dividend. This represents a $1.08 dividend on an annualized basis and a yield of 2.5%. The ex-dividend date was Monday, November 24th. Equitable’s dividend payout ratio (DPR) is presently -22.41%.

Analyst Upgrades and Downgrades

EQH has been the topic of several analyst reports. UBS Group lowered their target price on shares of Equitable from $67.00 to $66.00 and set a “buy” rating on the stock in a report on Thursday. Evercore ISI boosted their price target on shares of Equitable from $63.00 to $64.00 and gave the company an “outperform” rating in a research report on Thursday, October 9th. The Goldman Sachs Group set a $60.00 price objective on shares of Equitable in a report on Monday, January 5th. Wall Street Zen downgraded Equitable from a “hold” rating to a “sell” rating in a report on Sunday, November 16th. Finally, Wells Fargo & Company decreased their price target on Equitable from $62.00 to $60.00 and set an “overweight” rating on the stock in a research report on Tuesday, January 13th. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Equitable has a consensus rating of “Moderate Buy” and an average target price of $62.23.

Key Equitable News

Here are the key news stories impacting Equitable this week:

• Positive Sentiment: JPMorgan trimmed its price target to $58 from $60 but maintained an “overweight” rating, implying substantial upside from current levels — a supportive signal from a major sell‑side firm. Benzinga
• Positive Sentiment: Zacks reported EQH’s Q4 EPS slightly beat its consensus (reported 1.76 vs. Zacks’ 1.75), which can help undercut fears of a bigger earnings miss. EQH Q4 Earnings Beat (Zacks)
• Neutral Sentiment: Earnings call transcript is available for investors who want details on management commentary, capital plans and outlook — useful for assessing forward guidance and reserves. EQH Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Company slide deck / results presentation posted — review slides for segment detail, capital deployment and any one‑time items that affected revenue or margins. EQH Q4 Results Presentation
• Negative Sentiment: MarketBeat and the company release show revenue missed estimates (reported ~$3.28B vs. ~ $4.03B expectation in some reports) and revenue declined year‑over‑year, which weighs on growth narrative and pushed sellers to reprice the stock. EQH Q4 Results (MarketBeat)
• Negative Sentiment: Zacks’ metrics comparison and other coverage highlight key metric misses and mixed top‑line trends that may keep sentiment pressured until clearer signs of revenue stabilization appear. Compared to Estimates (Zacks)

Equitable Company Profile

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.