Equitable (NYSE:EQH) CAO William James Iv Eckert Sells 947 Shares

Equitable Holdings, Inc. (NYSE:EQH) CAO William James Iv Eckert sold 947 shares of the business’s stock in a transaction that occurred on Monday, August 10th. The shares were sold at an average price of $52.88, for a total value of $50,077.36. Following the transaction, the chief accounting officer directly owned 8,419 shares in the company, valued at $445,196.72. This trade represents a 10.11% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink.

William James Iv Eckert also recently made the following trade(s):

• On Wednesday, June 10th, William James Iv Eckert sold 6,200 shares of Equitable stock. The stock was sold at an average price of $41.83, for a total value of $259,346.00.
• On Friday, May 15th, William James Iv Eckert sold 7,300 shares of Equitable stock. The shares were sold at an average price of $42.48, for a total transaction of $310,104.00.

Equitable Stock Up 1.9%

Shares of Equitable stock opened at $52.52 on Tuesday. The company has a current ratio of 0.15, a quick ratio of 0.15 and a debt-to-equity ratio of 8.75. Equitable Holdings, Inc. has a 12-month low of $35.19 and a 12-month high of $55.24. The company has a market cap of $14.34 billion, a P/E ratio of -15.87, a PEG ratio of 0.51 and a beta of 1.09. The company’s fifty day simple moving average is $46.22 and its two-hundred day simple moving average is $43.10.

Equitable (NYSE:EQH) last posted 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 negative net margin of 8.72% and a positive return on equity of 511.35%. The firm had revenue of $1.66 billion during the quarter, compared to analysts’ expectations of $3.84 billion. During the same period last year, the company posted $1.10 EPS. The company’s quarterly revenue was down 29.8% compared to the same quarter last year. Research analysts anticipate that Equitable Holdings, Inc. will post 7.13 EPS for the current year.

Equitable Dividend Announcement

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

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on the company. Keefe, Bruyette & Woods raised their target price on Equitable from $60.00 to $62.00 and gave the company an “outperform” rating in a research note on Monday, July 13th. Zacks Research upgraded Equitable from a “strong sell” rating to a “hold” rating in a report on Monday, June 29th. Weiss Ratings lowered Equitable from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Wednesday, August 5th. Wells Fargo & Company boosted their target price on shares of Equitable from $57.00 to $60.00 and gave the company an “overweight” rating in a report on Thursday, July 9th. Finally, Raymond James Financial set a $58.00 price target on shares of Equitable and gave the stock a “strong-buy” rating in a research note on Thursday, April 16th. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, Equitable presently has a consensus rating of “Moderate Buy” and an average target price of $60.75.

Institutional Trading of Equitable

Several institutional investors have recently bought and sold shares of EQH. Johnson Financial Group Inc. purchased a new position in Equitable in the third quarter worth about $26,000. Covestor Ltd grew its holdings in shares of Equitable by 124.7% during the fourth quarter. Covestor Ltd now owns 728 shares of the company’s stock valued at $35,000 after buying an additional 404 shares during the last quarter. Caitong International Asset Management Co. Ltd bought a new stake in shares of Equitable during the third quarter valued at approximately $38,000. Mitsubishi UFJ Asset Management Co. Ltd. purchased a new position in Equitable in the 2nd quarter worth approximately $33,000. Finally, Geneos Wealth Management Inc. lifted its position in Equitable by 92.6% in the 1st quarter. Geneos Wealth Management Inc. now owns 882 shares of the company’s stock valued at $46,000 after acquiring an additional 424 shares in the last quarter. 92.70% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Equitable

Here are the key news stories impacting Equitable this week:

• Positive Sentiment: Buybacks and Corebridge merger support the bullish case. An investment analysis characterized EQH as a “Strong Buy,” citing expected 2026 cash generation of approximately $1.8 billion, at least $4.30 per share in capital returns and share repurchases that could reduce the share count by about 8%. The planned Corebridge Financial merger is projected to produce roughly $550 million in cost synergies and approximately 10% earnings-per-share accretion by 2027. Equitable Holdings: Buybacks And Credit Resilience Make Shares Attractive
• Positive Sentiment: Recent earnings exceeded expectations. Equitable reported quarterly earnings of $1.70 per share, topping the $1.65 consensus estimate and improving from $1.10 in the year-ago period. The company also paid its $0.30 quarterly dividend, equivalent to a $1.20 annualized payout and an approximately 2.3% yield.
• Positive Sentiment: Analyst sentiment remains favorable. The consensus rating is “Moderate Buy,” with an average price target of $60.75. Jefferies raised its target to $66 and maintained a buy rating, while several other firms retain buy or overweight ratings.
• Neutral Sentiment: Institutional ownership remains substantial but mixed. Institutional investors and hedge funds own approximately 92.7% of EQH, with some firms increasing positions while others reduced holdings.
• Negative Sentiment: Insider selling could weigh on sentiment. Director Charles G.T. Stonehill sold 7,500 shares for about $386,550, while Director Bertram L. Scott and Chief Accounting Officer William Eckert also sold shares. Data cited in the reports shows 34 insider sales and no insider purchases over the past six months. Equitable Insider Trading Activity
• Negative Sentiment: Revenue declined year over year. Although earnings beat estimates, quarterly revenue fell 29.8% to $1.66 billion, below the $3.84 billion analyst estimate, highlighting operating and valuation risks.

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.