Equitable HoldingsEQH
EQH
0
Funds holding %
of 7,398 funds
0
Analysts bullish %
of 8 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
80% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 44
19% more capital invested
Capital invested by funds: $11.9B [Q3] → $14.2B (+$2.24B) [Q4]
6.3% more ownership
Funds ownership: 89.57% [Q3] → 95.87% (+6.3%) [Q4]
5% more funds holding
Funds holding: 496 [Q3] → 520 (+24) [Q4]
4% less repeat investments, than reductions
Existing positions increased: 187 | Existing positions reduced: 194
20% less funds holding in top 10
Funds holding in top 10: 10 [Q3] → 8 (-2) [Q4]
58% less call options, than puts
Call options by funds: $4.7M | Put options by funds: $11.2M
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$53
2%
upside
Avg. target
$63
20%
upside
High target
$72
38%
upside
8 analyst ratings
7 positive
88%
1 neutral
13%
0 negative
0%
Morgan Stanley Nigel Dally 70% 1-year accuracy 7 / 10 met price target | 31%upside $68 | Overweight Maintained | 11 Mar 2025 |
Keefe, Bruyette & Woods Ryan Krueger 67% 1-year accuracy 14 / 21 met price target | 27%upside $66 | Outperform Maintained | 28 Feb 2025 |
BMO Capital Jack Matten 33% 1-year accuracy 2 / 6 met price target | 38%upside $72 | Outperform Maintained | 25 Feb 2025 |
Wells Fargo Elyse Greenspan 65% 1-year accuracy 77 / 119 met price target | 19%upside $62 | Overweight Maintained | 25 Feb 2025 |
Truist Securities Mark Hughes 76% 1-year accuracy 44 / 58 met price target | 15%upside $60 | Buy Maintained | 10 Feb 2025 |
Financial journalist opinion
Based on 6 articles about EQH published over the past 30 days
Neutral
Business Wire
23 hours ago
Equitable Holdings Schedules Announcement of First Quarter 2025 Results
NEW YORK--(BUSINESS WIRE)--Equitable Holdings Schedules Announcement of First Quarter 2025 Results.
Positive
Seeking Alpha
2 days ago
Earn A Potentially 12%-15% Income: Monthly Options Series (April 2025)
We explain why selling cash-covered puts and covered calls are relatively safe choices for earning a high income. We will discuss how to formulate a sustainable and repeatable income strategy for Options. This monthly series provides two lists of stocks suitable for writing options to generate relatively safe income, focusing on PUT and CALL options.
Neutral
Business Wire
5 days ago
AM Best Assigns Issue Credit Rating to Equitable Holdings, Inc.'s New Junior Subordinated Notes
OLDWICK, N.J.--(BUSINESS WIRE)-- #insurance--AM Best has assigned a Long-Term Issue Credit Rating of “bbb-” (Good) to the $500 million 6.7% junior subordinated notes, due 2055, issued by Equitable Holdings, Inc. (Delaware) on March 26, 2025. The outlook assigned to this Credit Rating (rating) is stable. The net proceeds from Equitable Holdings, Inc.'s recent debt issuance are expected to be used to repurchase in whole or part the Series B Depositary preferred shares and for general corporate purposes. Finan.
Neutral
Business Wire
1 week ago
Equitable Holdings Announces Extension of Cash Tender Offer for Up to 46,000,000 Units of AllianceBernstein Holding
NEW YORK--(BUSINESS WIRE)--Equitable Holdings Announces Extension of Cash Tender Offer for Up to 46,000,000 Units of AllianceBernstein Holding.
Neutral
Business Wire
2 weeks ago
Equitable Holdings, Inc. Announces Tender Offer for Any and All of Its Series B Depositary Shares
NEW YORK--(BUSINESS WIRE)--EQUITABLE HOLDINGS, INC. ANNOUNCES TENDER OFFER FOR ANY AND ALL OF ITS SERIES B DEPOSITARY SHARES.
Positive
Seeking Alpha
3 weeks ago
Equitable Holdings: Transformative Actions Support More Upside
Equitable Holdings has shown strong performance, gaining over 60% in the past year, driven by its transformation and robust capital position. The reinsurance deal with RGA frees up $2 billion of capital, enhancing EQH's ability to buy back stock and invest in higher-return segments. EQH's ongoing shift towards fee-based businesses like wealth and asset management improves earnings quality and facilitates easier capital returns to investors.
Neutral
Business Wire
1 month ago
Equitable Holdings Announces Cash Tender Offer for Up to 46,000,000 Units of AllianceBernstein Holding
NEW YORK--(BUSINESS WIRE)--Equitable Holdings Announces Cash Tender Offer for Up to 46,000,000 Units of AllianceBernstein Holding.
Neutral
Business Wire
1 month ago
Equitable Holdings Reinsures 75% of its Individual Life Block with RGA, Enhancing Focus on Growth in Retirement, Asset Management, and Wealth Management
NEW YORK--(BUSINESS WIRE)--Equitable Holdings Reinsures 75% of its Individual Life Block with RGA.
Neutral
Business Wire
1 month ago
RGA Announces Reinsurance Transaction with Equitable Holdings
ST. LOUIS--(BUSINESS WIRE)--Reinsurance Group of America, Incorporated (NYSE: RGA), a leading global life and health reinsurer, today announced it has entered into an agreement with Equitable Holdings, Inc. (NYSE: EQH, ”Equitable”) to reinsure a diversified block of life insurance products and expand their strategic partnership. RGA to reinsure $32 billion of a diversified mix of life insurance products RGA expects to deploy $1.5 billion of capital at closing into this reinsurance transaction P.
Neutral
Business Wire
1 month ago
Marine Corps-Law Enforcement Foundation Honors Equitable President Nick Lane
NEW YORK--(BUSINESS WIRE)--Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), is proud to announce that Equitable President Nick Lane will be honored with the 2025 Commandant's Leadership Award by the Marine Corps-Law Enforcement Foundation (MC-LEF) during its 28th Annual Semper Fidelis Gala, scheduled in New York City on April 3, 2025. The MC-LEF was established in 1995 with a mission to provide educational scholarships and hum.
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