Charles G.T. Stonehill Sells 7,500 Shares of Equitable (NYSE:EQH) Stock

Equitable Holdings, Inc. (NYSE:EQH) Director Charles G.T. Stonehill sold 7,500 shares of the company’s stock in a transaction on Thursday, August 6th. The stock was sold at an average price of $51.54, for a total value of $386,550.00. Following the sale, the director owned 34,357 shares of the company’s stock, valued at approximately $1,770,759.78. This represents a 17.92% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website.

Equitable Stock Performance

NYSE:EQH opened at $51.27 on Wednesday. Equitable Holdings, Inc. has a twelve month low of $35.19 and a twelve month high of $55.24. The company has a quick ratio of 0.15, a current ratio of 0.15 and a debt-to-equity ratio of 8.75. The stock’s 50-day simple moving average is $46.41 and its 200 day simple moving average is $43.13. The firm has a market capitalization of $13.99 billion, a PE ratio of -15.49, a price-to-earnings-growth ratio of 0.52 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. Equitable had a positive return on equity of 511.35% and a negative net margin of 8.72%.The firm had revenue of $1.66 billion during the quarter, compared to the consensus estimate of $3.84 billion. During the same quarter in the previous year, the firm earned $1.10 earnings per share. The business’s quarterly revenue was down 29.8% on a year-over-year basis. 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 disclosed a quarterly dividend, which was paid on Monday, August 10th. Investors of record on Monday, August 3rd were paid a $0.30 dividend. The ex-dividend date of this dividend was Monday, August 3rd. This represents a $1.20 annualized dividend and a yield of 2.3%. Equitable’s dividend payout ratio is presently -36.25%.

Institutional Trading of Equitable

Several institutional investors have recently modified their holdings of the business. Allworth Financial LP acquired a new stake in Equitable in the second quarter valued at $55,000. Algebris UK Ltd. acquired a new position in Equitable during the 2nd quarter worth about $85,646,000. Tocqueville Asset Management L.P. bought a new stake in shares of Equitable in the 2nd quarter valued at about $22,509,000. Bruni J V & Co. Co. bought a new stake in shares of Equitable in the 2nd quarter valued at about $33,652,845,000. Finally, Foster & Motley Inc. acquired a new stake in shares of Equitable in the second quarter valued at about $5,850,000. Institutional investors own 92.70% of the company’s stock.

Key Headlines Impacting Equitable

Here are the key news stories impacting Equitable this week:

• Positive Sentiment: Keefe, Bruyette & Woods raised its price target to $67 from $62 and maintained an “outperform” rating. The new target implies substantial upside and reinforces favorable sell-side sentiment toward EQH. Benzinga
• Positive Sentiment: Buybacks, capital returns and the Corebridge merger support the longer-term investment case. An analysis cited approximately $1.8 billion in expected 2026 cash generation, at least $4.30 per share in capital returns and buybacks that could reduce the share count by about 8%. The merger is projected to generate roughly $550 million in cost synergies and approximately 10% EPS accretion by 2027. Equitable Holdings: Buybacks And Credit Resilience Make Shares Attractive
• Positive Sentiment: Recent quarterly earnings exceeded expectations. EQH reported $1.70 in earnings per share versus a $1.65 consensus estimate, up from $1.10 a year earlier. However, the earnings beat was accompanied by a sharp revenue decline.
• Neutral Sentiment: Investors are awaiting further detail from the second-quarter earnings discussion. Coverage focused on merger momentum, organic growth, strategic divestitures and analyst questions from the earnings call, all of which may shape expectations for future growth. EQH Q2 Deep Dive
• Negative Sentiment: Multiple insiders sold shares. Director Craig C. Mackay sold 2,200 shares, while directors Bertram Scott and Charles Stonehill sold 1,466 and 7,500 shares, respectively. Chief Accounting Officer William Eckert also sold 947 shares. Recent data shows 34 insider sales and no insider purchases over six months, which may weigh on investor confidence. EQH Insider Trading Activity
• Negative Sentiment: Revenue remains a concern. Quarterly revenue fell 29.8% year over year to $1.66 billion, well below the $3.84 billion analyst estimate, potentially limiting the impact of the earnings beat.

Analyst Ratings Changes

EQH has been the subject of a number of research reports. Wells Fargo & Company increased their price target on Equitable from $57.00 to $60.00 and gave the company an “overweight” rating in a research note on Thursday, July 9th. JPMorgan Chase & Co. lowered their target price on Equitable from $58.00 to $57.00 and set an “overweight” rating for the company in a report on Wednesday, April 29th. Wolfe Research downgraded Equitable from an “outperform” rating to a “peer perform” rating in a research report on Thursday, July 9th. Weiss Ratings lowered Equitable from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Wednesday, August 5th. Finally, Mizuho set a $68.00 price target on Equitable in a report on Thursday, August 6th. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, two have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus 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.