Equitable Holdings
EQH
Market cap $14.4B

45.51 USD

+0.94

2.11%

At close Oct 17, 4:00 PM EDT

After hours

45.50

-0.01

0.02%

1 day

2.11%

5 days

5.35%

1 month

10.01%

3 months

7.59%

6 months

27.69%

Year to date

37.41%

1 year

59.57%

5 years

111.48%

About: Equitable Holdings Inc is a financial services company in the U.S. The company provides variable annuities, tax-deferred investment and retirement plans, employee benefits, and protection solutions for individuals, families, and small businesses. Its business segments include Individual Retirement, Group Retirement, Investment Management and Research, Protection Solutions, Wealth Management, and Legacy. The Individual Retirement segment offers annuity products, the Group Retirement segment provides tax-deferred investment and retirement services, the Investment Management and Research segment consists of diversified investment management, research, and related services, and the Protection Solutions segment focuses on life insurance products.

Employees: 8,500

Financials Insurance Agents, Brokers & Service

0

Funds holding %

of 6,740 funds

0

Analysts bullish %

of 7 analysts

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

90% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 49

10% more funds holding

Funds holding: 439 [Q1] → 483 (+44) [Q2]

10% more capital invested

Capital invested by funds: $11.4B [Q1] → $12.5B (+$1.12B) [Q2]

3.22% more ownership

Funds ownership: 90.88% [Q1] → 94.1% (+3.22%) [Q2]

10% less funds holding in top 10

Funds holding in top 10: 10 [Q1] → 9 (-1) [Q2]

13% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 175

65% less call options, than puts

Call options by funds: $3.91M | Put options by funds: $11.3M

See Fund Rankings

Research analyst outlook

7 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$43

6%

downside

Avg. target

$51

13%

upside

High target

$60

32%

upside

7 analyst ratings

7 positive

100%

0 neutral

0%

0 negative

0%

Wells Fargo Elyse Greenspan 74% 1-year accuracy 56 / 76 met price target	3%upside $47	Overweight Maintained	10 Oct 2024
Barclays Alex Scott 69% 1-year accuracy 29 / 42 met price target	32%upside $60	Overweight Maintained	8 Oct 2024
Barclays Alex Scott 69% 1-year accuracy 29 / 42 met price target	30%upside $59	Overweight Initiated	4 Sept 2024
Morgan Stanley Nigel Dally 40% 1-year accuracy 2 / 5 met price target	1%upside $46	Overweight Maintained	19 Aug 2024
Wells Fargo Elyse Greenspan 74% 1-year accuracy 56 / 76 met price target	6%downside $43	Overweight Maintained	12 Aug 2024

See Analyst Rankings

Financial journalist opinion

Based on 5 articles about EQH published over the past 30 days

Equitable Survey Finds Majority of Working Americans Regret Benefits Selections During Open Enrollment

NEW YORK--(BUSINESS WIRE)--Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced new findings from a survey of more than 1,000 consumers to help uncover the latest financial trends that are top of mind for Americans. Equitable's survey revealed that more than half of Americans (53%) eligible for workplace benefits through their employer regret their choices during last year's open enrollment period. The top reasons.

Equitable Survey Finds Majority of Working Americans Regret Benefits Selections During Open Enrollment

Teeing Up for Kids' Health: The 14th Annual Frank Billingsley Golf Classic in Houston Supports Legacy Community Health School-Based Care Program

HOUSTON--(BUSINESS WIRE)--Today, Legacy Community Health announces the 14th Annual Frank Billingsley Golf Classic, presented by Equitable and Hawkins Laakso Wealth Management, will be held on Monday, October 21, 2024, at the Golf Club of Houston. The event benefits the Legacy Community Health School-Based Health Care (SBHC) program, which provides essential pediatric and behavioral health care through on-site clinics to students at KIPP Academy, YES Prep, and Galena Park ISD. Legacy's SBHC prog.

Teeing Up for Kids' Health: The 14th Annual Frank Billingsley Golf Classic in Houston Supports Legacy Community Health School-Based Care Program

Great Wealth Transfer: Equitable Study Shows Trust Is the Top Factor When Choosing a Financial Professional

NEW YORK--(BUSINESS WIRE)--Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today released a new study, “How to Plan for the Great Wealth Transfer,” aimed at helping financial professionals better understand the characteristics and goals of those who stand to benefit from the great wealth transfer in the United States. The U.S. is undergoing a seismic shift in demographics, known as “Peak 65,” with a record 11,000 baby boomers.

Great Wealth Transfer: Equitable Study Shows Trust Is the Top Factor When Choosing a Financial Professional

Zacks Investment Research

Should Value Investors Buy Equitable Holdings (EQH) Stock?

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Should Value Investors Buy Equitable Holdings (EQH) Stock?

Equitable Holdings Schedules Announcement of Third Quarter 2024 Results

NEW YORK--(BUSINESS WIRE)--Equitable Holdings Schedules Announcement of Third Quarter 2024 Results.

Equitable Holdings Schedules Announcement of Third Quarter 2024 Results

Equitable Enhances Flagship Retirement Solution for K-12 Educators

NEW YORK--(BUSINESS WIRE)--Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced a new series to its EQUI-VEST line of deferred variable annuity products, EQUI-VEST® Series 202. This enhanced version is designed to help educators supplement their retirement savings by providing additional choices, flexibility and a level of certainty. EQUI-VEST® Series 202 is available to employees enrolled in a 403(b) plan at publi.

Equitable Enhances Flagship Retirement Solution for K-12 Educators

Equitable Holdings to Participate in the 2024 KBW Insurance Conference

NEW YORK--(BUSINESS WIRE)--Equitable Holdings to Participate in the 2024 KBW Insurance Conference.

Equitable Holdings to Participate in the 2024 KBW Insurance Conference

Equitable Holdings: Preferred Dividends Are Safe, But Too Low (Rating Downgrade)

Equitable Holdings is a financial services and insurance company with over 160 years of history. Second quarter earnings results show revenue growth driven by investment management and asset appreciation. Concerns with leverage and fixed income securities pricing led to a downgrade of Equitable Holdings' preferred shares to a hold.

Equitable Holdings: Preferred Dividends Are Safe, But Too Low (Rating Downgrade)

Zacks Investment Research

Equitable Holdings (EQH) Declines 11% Despite Q2 Earnings Beat

Equitable Holdings' (EQH) total AUM reaches $892.5 billion in the second quarter.

Equitable Holdings (EQH) Declines 11% Despite Q2 Earnings Beat

Equitable Holdings: Improved Business Mix Should Reduce Market Sensitivity

Equitable Holdings shares have gained 31% over the past year, but recent market turmoil caused a 12% pullback, given its legacy annuity exposure. Equitable's pivot towards less risky products has led to strong earnings growth, particularly in spread-based products like index-linked annuities. Despite recent market volatility, Equitable's strong capital position, buybacks, and BlackRock partnership position it for continued growth and a potential 20% upside in share price.

Equitable Holdings: Improved Business Mix Should Reduce Market Sensitivity

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