Equitable Holdings, Inc. $EQH Shares Sold by M.D. Sass LLC

M.D. Sass LLC lessened its stake in shares of Equitable Holdings, Inc. (NYSE:EQH) by 16.6% in the third quarter, Holdings Channel.com reports. The fund owned 93,773 shares of the company’s stock after selling 18,650 shares during the quarter. Equitable comprises about 0.4% of M.D. Sass LLC’s holdings, making the stock its 29th biggest position. M.D. Sass LLC’s holdings in Equitable were worth $4,762,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. Mediolanum International Funds Ltd boosted its position in shares of Equitable by 26.5% in the 3rd quarter. Mediolanum International Funds Ltd now owns 241,175 shares of the company’s stock valued at $12,616,000 after purchasing an additional 50,455 shares during the period. Nordea Investment Management AB boosted its holdings in shares of Equitable by 18.3% in the second quarter. Nordea Investment Management AB now owns 3,985,846 shares of the company’s stock worth $223,168,000 after buying an additional 615,314 shares during the period. Pinnacle Associates Ltd. increased its position in shares of Equitable by 53.9% in the second quarter. Pinnacle Associates Ltd. now owns 17,315 shares of the company’s stock worth $971,000 after acquiring an additional 6,065 shares in the last quarter. Algebris UK Ltd. raised its holdings in shares of Equitable by 28.6% during the third quarter. Algebris UK Ltd. now owns 712,460 shares of the company’s stock valued at $36,151,000 after acquiring an additional 158,488 shares during the period. Finally, Vinva Investment Management Ltd purchased a new stake in shares of Equitable in the 2nd quarter valued at approximately $817,000. 92.70% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Equitable

In other Equitable news, insider Nick Lane sold 30,000 shares of the business’s stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $47.65, for a total value of $1,429,500.00. Following the completion of the sale, the insider owned 99,958 shares of the company’s stock, valued at $4,762,998.70. The trade was a 23.08% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, COO Jeffrey J. Hurd sold 6,790 shares of the stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $47.65, for a total value of $323,543.50. Following the transaction, the chief operating officer directly owned 55,023 shares in the company, valued at approximately $2,621,845.95. This represents a 10.98% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 203,770 shares of company stock worth $9,462,206 over the last quarter. Company insiders own 1.10% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have issued reports on EQH shares. The Goldman Sachs Group set a $60.00 target price on shares of Equitable in a research note on Monday, January 5th. Raymond James Financial set a $60.00 price objective on Equitable in a research note on Monday, January 5th. Barclays decreased their price objective on Equitable from $58.00 to $57.00 and set an “overweight” rating for the company in a research report on Wednesday. Wall Street Zen downgraded Equitable from a “hold” rating to a “sell” rating in a report on Sunday, November 16th. Finally, JPMorgan Chase & Co. decreased their price target on shares of Equitable from $60.00 to $58.00 and set an “overweight” rating for the company in a report on Thursday. One analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, one has given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $62.23.

Equitable Stock Down 3.3%

Shares of Equitable stock opened at $43.34 on Friday. The firm has a market cap of $12.42 billion, a price-to-earnings ratio of -8.99, a P/E/G ratio of 0.34 and a beta of 1.12. The stock 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 52-week low of $41.39 and a 52-week high of $56.61. The company has a debt-to-equity ratio of 11.87, a current ratio of 0.13 and a quick ratio of 0.13.

Equitable (NYSE:EQH) last released 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 analyst estimates of $3.65 billion. Equitable had a positive return on equity of 114.77% and a negative net margin of 11.83%.The company’s quarterly revenue was down 52.8% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.58 EPS. On average, equities research analysts expect that Equitable Holdings, Inc. will post 7.33 earnings per share for the current fiscal year.

Equitable Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, December 1st. Stockholders of record on Monday, November 24th were issued a dividend of $0.27 per share. The ex-dividend date was Monday, November 24th. This represents a $1.08 dividend on an annualized basis and a dividend yield of 2.5%. Equitable’s dividend payout ratio (DPR) is currently -22.41%.

More 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 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.