Equitable (NYSE:EQH) Shares Unloaded Rep. Lisa C. McClain

Representative Lisa C. McClain (R-Michigan) recently sold shares of Equitable Holdings, Inc. (NYSE:EQH). In a filing disclosed on August 13th, the Representative disclosed that they had sold between $1,001 and $15,000 in Equitable stock on July 16th. The trade occurred in the Representative’s “CHARLES SCHWAB BROKERAGE ACCOUNT 924” account.

Representative Lisa C. McClain also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Autoliv (NYSE:ALV) on 8/4/2025.
• Sold $1,001 – $15,000 in shares of Amazon.com (NASDAQ:AMZN) on 8/4/2025.
• Sold $1,001 – $15,000 in shares of Applied Materials (NASDAQ:AMAT) on 8/4/2025.
• Sold $1,001 – $15,000 in shares of Arthur J. Gallagher & Co. (NYSE:AJG) on 8/4/2025.
• Sold $1,001 – $15,000 in shares of SAP (NYSE:SAP) on 7/22/2025.
• Purchased $1,001 – $15,000 in shares of XPO (NYSE:XPO) on 7/22/2025.
• Purchased $1,001 – $15,000 in shares of Lithia Motors (NYSE:LAD) on 7/22/2025.
• Sold $1,001 – $15,000 in shares of Sanofi (NASDAQ:SNY) on 7/22/2025.
• Sold $1,001 – $15,000 in shares of Waters (NYSE:WAT) on 7/22/2025.
• Purchased $1,001 – $15,000 in shares of Group 1 Automotive (NYSE:GPI) on 7/22/2025.

Equitable Stock Performance

Shares of NYSE:EQH opened at $53.84 on Monday. The company has a market cap of $16.13 billion, a price-to-earnings ratio of 43.42 and a beta of 1.14. The company has a 50-day moving average price of $53.22 and a 200-day moving average price of $52.14. The company has a current ratio of 0.14, a quick ratio of 0.14 and a debt-to-equity ratio of 4.94. Equitable Holdings, Inc. has a 12 month low of $37.99 and a 12 month high of $56.61.

Equitable Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, August 12th. Stockholders of record on Tuesday, August 5th were paid a dividend of $0.27 per share. This represents a $1.08 annualized dividend and a dividend yield of 2.0%. The ex-dividend date of this dividend was Tuesday, August 5th. Equitable’s dividend payout ratio is 87.10%.

Wall Street Analyst Weigh In

EQH has been the subject of several recent analyst reports. JPMorgan Chase & Co. upped their price objective on shares of Equitable from $55.00 to $65.00 and gave the company a “neutral” rating in a research note on Tuesday, July 8th. Wells Fargo & Company lowered their price objective on shares of Equitable from $66.00 to $63.00 and set an “overweight” rating for the company in a research note on Friday, August 8th. Keefe, Bruyette & Woods upped their price objective on shares of Equitable from $63.00 to $64.00 and gave the company an “outperform” rating in a research note on Wednesday, July 9th. Morgan Stanley reaffirmed an “overweight” rating and set a $68.00 price objective (up from $67.00) on shares of Equitable in a research note on Monday, July 14th. Finally, Evercore ISI lowered their price objective on shares of Equitable from $69.00 to $64.00 and set an “outperform” rating for the company in a research note on Thursday, May 1st. One investment analyst has rated the stock with a hold rating and nine have assigned a buy rating to the company. Based on data from MarketBeat.com, Equitable has an average rating of “Moderate Buy” and an average price target of $65.00.

Insider Transactions at Equitable

In other Equitable news, CEO Mark Pearson sold 30,000 shares of the company’s stock in a transaction dated Tuesday, July 15th. The shares were sold at an average price of $52.22, for a total value of $1,566,600.00. Following the sale, the chief executive officer owned 714,367 shares in the company, valued at approximately $37,304,244.74. This represents a 4.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CAO William James Iv Eckert sold 4,000 shares of the company’s stock in a transaction dated Friday, June 20th. The stock was sold at an average price of $53.09, for a total transaction of $212,360.00. Following the completion of the sale, the chief accounting officer owned 19,827 shares in the company, valued at approximately $1,052,615.43. This trade represents a 16.79% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders sold 94,000 shares of company stock worth $4,940,960. Corporate insiders own 1.10% of the company’s stock.

Hedge Funds Weigh In On Equitable

Several hedge funds and other institutional investors have recently modified their holdings of EQH. Norges Bank purchased a new position in shares of Equitable during the second quarter valued at about $703,060,000. Boston Partners purchased a new stake in Equitable in the first quarter worth about $108,264,000. Allspring Global Investments Holdings LLC grew its holdings in Equitable by 5,536.0% in the first quarter. Allspring Global Investments Holdings LLC now owns 2,109,113 shares of the company’s stock worth $110,286,000 after purchasing an additional 2,071,691 shares during the period. Wellington Management Group LLP grew its holdings in Equitable by 23.4% in the first quarter. Wellington Management Group LLP now owns 10,878,516 shares of the company’s stock worth $566,662,000 after purchasing an additional 2,061,496 shares during the period. Finally, Nuveen LLC purchased a new stake in Equitable in the first quarter worth about $99,319,000. Hedge funds and other institutional investors own 92.70% of the company’s stock.

About Representative McClain

Lisa McClain (Republican Party) is a member of the U.S. House, representing Michigan’s 9th Congressional District. She assumed office on January 3, 2023. Her current term ends on January 3, 2027.

McClain (Republican Party) is running for re-election to the U.S. House to represent Michigan’s 9th Congressional District. She declared candidacy for the 2026 election.

Lisa McClain lives in Romeo, Michigan. McClain earned a bachelor’s degree in business administration from Northwood University. Her career experience includes founding and working as the president of North End Support Team.

Equitable Company Profile

Equitable Holdings, Inc, together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through six segments: Individual Retirement, Group Retirement, Investment Management and Research, Protection Solutions, Wealth Management, and Legacy.