Insider Selling: Equitable (NYSE:EQH) Director Sells $113,014.00 in Stock

Equitable Holdings, Inc. (NYSE:EQH) Director Craig Mackay sold 2,200 shares of Equitable stock in a transaction on Tuesday, August 11th. The shares were sold at an average price of $51.37, for a total value of $113,014.00. Following the completion of the transaction, the director owned 18,999 shares in the company, valued at approximately $975,978.63. The trade was a 10.38% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at the SEC website.

Equitable Price Performance

NYSE:EQH traded down $1.40 during trading hours on Tuesday, hitting $51.27. The company’s stock had a trading volume of 4,703,574 shares, compared to its average volume of 3,769,642. Equitable Holdings, Inc. has a twelve month low of $35.19 and a twelve month high of $55.24. The company has a debt-to-equity ratio of 8.75, a current ratio of 0.15 and a quick ratio of 0.15. The stock has a fifty day simple moving average of $46.22 and a 200-day simple moving average of $43.10. The company has a market capitalization of $13.99 billion, a P/E ratio of -15.49, a PEG ratio of 0.51 and a beta of 1.09.

Equitable (NYSE:EQH) last issued its earnings results on Tuesday, August 4th. The company reported $1.70 EPS for the quarter, topping the consensus estimate of $1.65 by $0.05. The firm had revenue of $1.66 billion during the quarter, compared to the consensus estimate of $3.84 billion. Equitable had a positive return on equity of 511.35% and a negative net margin of 8.72%.The business’s quarterly revenue was down 29.8% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.10 earnings per share. On average, analysts anticipate that Equitable Holdings, Inc. will post 7.13 EPS for the current fiscal year.

Equitable Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, August 10th. Investors of record on Monday, August 3rd were issued a dividend of $0.30 per share. The ex-dividend date of this dividend was Monday, August 3rd. This represents a $1.20 annualized dividend and a dividend yield of 2.3%. Equitable’s payout ratio is -36.25%.

Hedge Funds Weigh In On Equitable

Hedge funds have recently made changes to their positions in the stock. Johnson Financial Group Inc. acquired a new stake in Equitable during the 3rd quarter valued at approximately $26,000. Root Financial Partners LLC lifted its position in shares of Equitable by 64.1% in the 1st quarter. Root Financial Partners LLC now owns 888 shares of the company’s stock worth $33,000 after purchasing an additional 347 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. bought a new stake in shares of Equitable in the 2nd quarter valued at $33,000. Covestor Ltd boosted its stake in shares of Equitable by 124.7% in the 4th quarter. Covestor Ltd now owns 728 shares of the company’s stock valued at $35,000 after purchasing an additional 404 shares during the last quarter. Finally, Caitong International Asset Management Co. Ltd acquired a new stake in shares of Equitable during the third quarter worth $38,000. 92.70% of the stock is currently owned by institutional investors.

Key Equitable News

Here are the key news stories impacting Equitable this week:

• Positive Sentiment: KBW raised its price target to $67. Keefe, Bruyette & Woods increased its target from $62 and maintained an “outperform” rating, implying substantial upside based on the referenced share price. This signals confidence in EQH’s earnings outlook and strategic execution. Benzinga
• Positive Sentiment: The Corebridge merger remains a key potential catalyst. Recent coverage highlights merger momentum, organic growth opportunities and projected cost savings. The transaction is expected to generate approximately $550 million in annual synergies and about 10% EPS accretion by 2027, while EQH is targeting roughly $1.8 billion in 2026 cash generation and significant shareholder returns. EQH Q2 Deep Dive
• Positive Sentiment: Quarterly earnings exceeded expectations. EQH reported $1.70 in EPS versus the $1.65 consensus estimate, up from $1.10 a year earlier. The company also paid its $0.30 quarterly dividend, supporting its capital-return appeal.
• Neutral Sentiment: Management’s earnings-call discussion focused on execution. Analysts questioned the merger, organic growth, capital deployment and strategic divestiture plans, suggesting investors are seeking more clarity on the timing and benefits of EQH’s strategy. Q2 Earnings Call Analyst Questions
• Negative Sentiment: Insider selling is weighing on confidence. Directors Charles Stonehill and Bertram Scott, along with Chief Accounting Officer William Eckert, sold shares. Recent data shows 34 insider sales and no insider purchases over six months, which may reinforce caution among investors.
• Negative Sentiment: Revenue remains a concern. Quarterly revenue fell 29.8% year over year to $1.66 billion, well below the cited $3.84 billion analyst estimate, despite the EPS beat.

Analyst Upgrades and Downgrades

A number of analysts have weighed in on the stock. UBS Group raised their target price on shares of Equitable from $63.00 to $68.00 and gave the company a “buy” rating in a research report on Wednesday, July 8th. Barclays upped their price target on shares of Equitable from $50.00 to $52.00 and gave the stock an “overweight” rating in a report on Wednesday, August 5th. Raymond James Financial set a $58.00 price target on Equitable and gave the company a “strong-buy” rating in a research note on Thursday, April 16th. Jefferies Financial Group boosted their price objective on Equitable from $64.00 to $66.00 and gave the stock a “buy” rating in a research report on Friday, July 10th. Finally, Keefe, Bruyette & Woods upped their target price on Equitable from $62.00 to $67.00 and gave the stock an “outperform” rating in a report on Tuesday. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $61.17.

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.