Equitable Holdings (EQH)

• Market cap: $15.9B
• 1 day: -4.80%
• 5 days: -4.37%
• 1 month: -2.76%
• 3 months: 9.76%
• 6 months: 26.90%
• Year to date: 7.83%
• 1 year: 50.65%
• 5 years: 92.40%
• 10 years: 152.56%
• Sector: Financials
• Industry: Insurance Agents, Brokers & Service

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

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

77% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 44

18% more capital invested

Capital invested by funds: $11.9B [Q3] → $14.1B (+$2.2B) [Q4]

6.01% more ownership

Funds ownership: 89.69% [Q3] → 95.7% (+6.01%) [Q4]

2% more funds holding

Funds holding: 496 [Q3] → 508 (+12) [Q4]

5% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 190

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 3% upside
• Avg. target: $61 18% upside
• High target: $70 36% upside

8 analyst ratings

• positive: 7 88%
• neutral: 1 13%
• negative: 0 0%

Wells Fargo Elyse Greenspan 68% 1-year accuracy 77 / 114 met price target	19% upside $61	Overweight Maintained	19 Feb 2025
Morgan Stanley Nigel Dally 100% 1-year accuracy 9 / 9 met price target	19% upside $61	Overweight Maintained	14 Feb 2025
Keefe, Bruyette & Woods Ryan Krueger 86% 1-year accuracy 18 / 21 met price target	21% upside $62	Outperform Maintained	12 Feb 2025
Truist Securities Mark Hughes 77% 1-year accuracy 46 / 60 met price target	17% upside $60	Buy Maintained	10 Feb 2025
BMO Capital Jack Matten 75% 1-year accuracy 3 / 4 met price target	36% upside $70	Outperform Initiated	23 Jan 2025