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SecBot
NYSE· Insurance Agents, Brokers & Service· Inc. DE· CIK 0001333986

EQH

Equitable Holdings, Inc.
$52.64 ▲ +1.33%
Prev close $51.95
Market cap$14.0B
ConsensusStrong Buy
12-mo target$62.09 (+18.0%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (2 insiders)25 New Institutional Positions25 Institutional Exits Traditional Finance
Snapshot
The big-picture read on EQH right now — valuation, ownership and activity at a glance.
Market Cap
$14.0B
Cap Size
Large Cap
Analyst Consensus
Strong Buy (89%)
Inst. Holders
50 funds
Inst. Value
$9.3B
Inst. Activity
25 buys / 25 sells
Insider Activity
$0.00 buy / $7.9M sell
Insider Net $
-$7.9M
SEC Reports
20
Congressional
1 trades
Price chart 30d -1.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 21, 2026 Insider
SCOTT BERTRAM L sold 2,780 shares
Director @ $54.35 ($151.1K)
Sep 17, 2026 Insider
MacKay Craig C sold 2,000 shares
Director @ $54.28 ($108.5K)
Sep 15, 2026 short_interest_report
Short Interest: EQH up 33% to 6.5M shares
Settlement 2026-09-15 | Days to cover: 2.27 | ≈2.39% of shares outstanding (est.)
Sep 10, 2026 SEC
Equitable Holdings filed a Rule 425 transcript of its KBW Insurance Conference presentation, providing an update on the
425 — Impact 6/10
Sep 4, 2026 Insider
Isaacs-Lowe Arlene sold 1,000 shares
Director @ $52.83 ($52.8K)
Aug 26, 2026 SEC
Equitable Holdings won summary judgment against the Patel-Modi Defendants on crossclaims, and a subsequent order granted
COURT-RULING — Impact 1/10
Aug 24, 2026 Event
GLOBAL ONE FINANCIAL v. EQUITABLE HOLDINGS INC
Court ruling (gamd) — Docket: 4:23-cv-00164
Aug 19, 2026 SEC
A cluster of insider selling at Equitable Holdings (EQH) occurred Aug 10-17, with the COO and other insiders selling a t
CLUSTER — Impact 2/10
Analyst ratings buy % +7.2%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Strong Buy 89% rate it Buy or better · 18 analysts
Strong Buy 4 22% Buy 12 67% Hold 2 11% Sell 0 0% Strong Sell 0 0%
Recent analyst actions
DateFirmActionRatingFirm rating
Aug 20, 2026Evercore ISI GroupMAINTAINOutperform 59%
Aug 19, 2026Wells FargoMAINTAINOverweight 54%
Aug 11, 2026Keefe, Bruyette & WoodsMAINTAINOutperform 58%
Aug 5, 2026BarclaysMAINTAINOverweight 54%
Jul 13, 2026Evercore ISI GroupMAINTAINOutperform 59%
Jul 13, 2026Keefe, Bruyette & WoodsMAINTAINOutperform 58%
Jul 10, 2026JefferiesMAINTAINBuy 53%
Jul 9, 2026Wells FargoMAINTAINOverweight 54%
Jul 9, 2026MizuhoMAINTAINOutperform 52%
Jul 8, 2026UBSMAINTAINBuy 55%
Monthly consensus history
PeriodStr. BuyBuyHoldSellStr. SellBuy %Distribution
Sep 1, 202641220089%
Aug 1, 202651210094%
Jul 1, 202651210094%
Jun 1, 202651310095%
May 1, 202641310094%
Apr 1, 202631320089%
Mar 1, 202631320089%
Feb 1, 202631320089%
Price targets
Where 11 covering analysts think EQH trades over the next 12 months.
$62.09 +18.0% upside Buy
Current$52.64 Low$52.00 Median$62.00 High$68.00 11 analysts
$52.00$68.00
Analyst rating Strong Buy· 1.3/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
20 SEC filing reports analyzed · 1 bullish, 1 bearish, 0 mixed, 18 neutral · avg impact 2.9/10.
BULLISH4256/10
Equitable Holdings filed a Rule 425 transcript of its KBW Insurance Conference presentation, providi
Sep 10, 2026
NEUTRALCOURT-RULING1/10
Equitable Holdings won summary judgment against the Patel-Modi Defendants on crossclaims, and a subs
Aug 26, 2026
NEUTRALCLUSTER2/10
A cluster of insider selling at Equitable Holdings (EQH) occurred Aug 10-17, with the COO and other
Aug 19, 2026
NEUTRAL13F-HR2/10
Equitable Holdings filed its quarterly 13F-HR for the period ending June 30, 2026, disclosing its eq
Aug 17, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 15, 2026
short_interest_report
Short Interest: EQH up 33% to 6.5M shares
Settlement 2026-09-15 | Days to cover: 2.27 | ≈2.39% of shares outstanding (est.)
Sep 7, 2026
dark_pool
Dark Pool: EQH — 3.4M shares, 50,569 trades
Week starting 2026-09-07. Total ATS volume: 3,357,679 shares across 50,569 trades.
Sep 1, 2026
short_volume
Short Volume: EQH — 60.4% short (0.4M / 0.7M)
Short: 429,863 | Exempt: 13 | TRF Vol: 712,011 | Short Ratio: 60.4% | Off-exchange volume (dark pool + OTC)
Aug 31, 2026
dark_pool
Dark Pool: EQH — 3.4M shares, 59,847 trades
Week starting 2026-08-31. Total ATS volume: 3,364,572 shares across 59,847 trades.
Aug 24, 2026
dark_pool
Dark Pool: EQH — 2.5M shares, 38,051 trades
Week starting 2026-08-24. Total ATS volume: 2,521,933 shares across 38,051 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
PeriodEPS Est.RangeGrowth30d RevUp/DnRevenue#
Current Q$1.89$1.82–$1.9527.9%+0.3%4↑ 2↓$4.0B12
Next Q$1.97$1.86–$2.0914.0%+0.0%4↑ 2↓$4.0B12
Current FY$7.17$6.97–$7.3527.1%+0.0%5↑ 4↓$15.5B14
Next FY$9.01$8.70–$9.7625.7%+0.0%9↑ 1↓$17.2B14
Current-quarter EPS estimate — revision history
WhenEPS estimateChange vs now
Current$1.893—
7d ago$1.887+0.005
30d ago$1.887+0.005
60d ago$1.897-0.004
90d ago$1.835+0.057
Institutional ownership
Which big funds own EQH (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $9.3B total value (212,603,259 shares) as of 2026-Q2. Top holders: BlackRock,, NORGES, VANGUARD.
Top holders — 2026-Q2
FundSharesValue% TrackedLast move
BlackRock, Inc.25,895,739$1.1B12.2%—
NORGES BANK18,326,687$804.2M8.6%NEW
VANGUARD PORTFOLIO MANAGEMENT LLC13,443,991$589.9M6.3%—
VANGUARD CAPITAL MANAGEMENT LLC12,703,293$557.4M6.0%—
HARRIS ASSOCIATES L P9,489,037$416.4M4.5%DOUBLED +33495.5%
STATE STREET CORP9,388,296$412.0M4.4%—
CANADA PENSION PLAN INVESTMENT BOARD9,106,103$399.6M4.3%TRIM -50.0%
WELLINGTON MANAGEMENT GROUP LLP8,784,986$385.5M4.1%—
Capital International Investors8,415,039$369.3M4.0%—
PZENA INVESTMENT MANAGEMENT LLC5,561,804$244.1M2.6%—
Recent position changes
FundActionPrevCurrentChangeValue
NORGES BANKNEW—18,326,687—$804.2M
HARRIS ASSOCIATES L PDOUBLED28,2459,489,037+33495.5%$416.4M
CANADA PENSION PLAN INVESTMENT BOARDTRIM18,218,6349,106,103-50.0%$399.6M
VIKING GLOBAL INVESTORS LPNEW—5,398,896—$236.9M
Diamond Hill Capital Management, LLC (Investment Advisor)TRIM7,192,0464,743,519-34.0%$208.1M
Castle Hook Partners LPNEW—3,599,539—$157.9M
FMR LLCADD2,149,8653,041,533+41.5%$133.5M
MARSHALL WACE, LLPADD2,021,0932,779,239+37.5%$122.0M
TCW GROUP INCADD1,628,1692,286,057+40.4%$100.3M
NORDEA INVESTMENT MANAGEMENT ABTRIM2,661,1171,480,717-44.4%$64.8M
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
13 insiders, 50 transactions. Net -$7.9M — $0.00 bought, $7.9M sold.
DateInsiderTitleTypeSharesPriceValue
Sep 21, 2026SCOTT BERTRAM LDirectorSELL2,780$54.35$151.1K
Sep 17, 2026MacKay Craig CDirectorSELL2,000$54.28$108.5K
Sep 4, 2026Isaacs-Lowe ArleneDirectorSELL1,000$52.83$52.8K
Sep 4, 2026Lane NickSee RemarksSELL14,923$53.24$794.5K
Aug 17, 2026HURD JEFFREY JChief Operating OfficerEXERCISE9,359$21.34$199.7K
Aug 17, 2026HURD JEFFREY JChief Operating OfficerSELL500$53.05$26.5K
Aug 17, 2026HURD JEFFREY JChief Operating OfficerSELL2,241$52.50$117.7K
Aug 17, 2026HURD JEFFREY JChief Operating OfficerSELL4,659$51.39$239.4K
Aug 17, 2026HURD JEFFREY JChief Operating OfficerSELL4,200$52.51$220.6K
Aug 17, 2026HURD JEFFREY JChief Operating OfficerSELL300$53.06$15.9K
Congressional trades
EQH trades disclosed by members of Congress, with disclosure delay.
1 members · 1 buys / 0 sells
DateMemberPartyChamberTypeAmountAssetDisclosed
Mar 2, 2026Michael McCaulRHOUSEBUY$50,001 - $100,000Equitable Holdings IncApr 10, 2026(40d)
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for EQH.
Shares short
6,524,550
Settlement Sep 15, 2026
Change vs prior
+32.6%
Semi-monthly cycle
Days to cover
2.3
At avg daily volume
Of shares outstanding
≈2.4%
Estimate — not % of float
All EQH filing & press-release reports (30)