Equitable Holdings, Inc. $EQH Holdings Trimmed by New York State Teachers Retirement System

New York State Teachers Retirement System reduced its position in shares of Equitable Holdings, Inc. (NYSE:EQH) by 28.2% during the 4th quarter, Holdings Channel.com reports. The firm owned 132,325 shares of the company’s stock after selling 52,071 shares during the period. New York State Teachers Retirement System’s holdings in Equitable were worth $6,305,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of EQH. Wilmington Savings Fund Society FSB grew its holdings in shares of Equitable by 11.7% during the third quarter. Wilmington Savings Fund Society FSB now owns 2,634 shares of the company’s stock valued at $134,000 after buying an additional 275 shares in the last quarter. Farther Finance Advisors LLC lifted its stake in Equitable by 12.4% in the 4th quarter. Farther Finance Advisors LLC now owns 2,882 shares of the company’s stock worth $137,000 after acquiring an additional 317 shares in the last quarter. Merit Financial Group LLC boosted its position in Equitable by 3.5% during the 4th quarter. Merit Financial Group LLC now owns 10,621 shares of the company’s stock worth $506,000 after acquiring an additional 357 shares during the period. First National Advisers LLC grew its stake in Equitable by 0.7% during the 3rd quarter. First National Advisers LLC now owns 52,893 shares of the company’s stock valued at $2,686,000 after acquiring an additional 376 shares in the last quarter. Finally, Rothschild Investment LLC grew its stake in Equitable by 4.5% during the 3rd quarter. Rothschild Investment LLC now owns 9,114 shares of the company’s stock valued at $463,000 after acquiring an additional 389 shares in the last quarter. Hedge funds and other institutional investors own 92.70% of the company’s stock.

Key Stories Impacting Equitable

Here are the key news stories impacting Equitable this week:

• Positive Sentiment: Q1 earnings slightly beat expectations — EPS $1.62 vs. consensus $1.60 and revenue of ~$4.23B topped estimates (~$3.95B), giving traders a near‑term catalyst. Equitable Holdings, Inc. (EQH) Q1 Earnings Surpass Estimates
• Positive Sentiment: Street sentiment appears supportive — coverage pieces list EQH among bullish financial stocks, which can attract buyer interest. Analysts Are Bullish on These Financial Stocks: Robinhood (HOOD), Equitable Holdings (EQH)
• Neutral Sentiment: Management commentary and the full earnings transcript are available for investors to parse for forward guidance, capital allocation and integration plans. Market reaction may hinge on details from the call. Equitable Holdings, Inc. (EQH) Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Analysts and deep‑dive pieces flag the CoreBridge merger as a structural growth story that “reshapes” EQH’s outlook; that’s longer‑term positive but creates near‑term uncertainty while integration proceeds. EQH Q1 deep dive: Merger with CoreBridge reshapes growth outlook amid mixed results
• Negative Sentiment: Underlying fundamentals were mixed — revenue declined ~7.6% year‑over‑year and the company reported a negative net margin (~‑11.8%), which suggests earnings quality and profitability remain concerns for some investors. Equitable Holdings (EQH) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates

Equitable Stock Up 6.1%

Shares of Equitable stock opened at $44.04 on Wednesday. The firm has a market cap of $12.40 billion, a price-to-earnings ratio of -15.51, a P/E/G ratio of 0.40 and a beta of 1.13. The stock has a 50-day simple moving average of $39.39 and a 200-day simple moving average of $44.07. Equitable Holdings, Inc. has a 52-week low of $35.19 and a 52-week high of $56.61. The company has a debt-to-equity ratio of 16.42, a current ratio of 0.13 and a quick ratio of 0.13.

Equitable (NYSE:EQH) last released its quarterly earnings data on Monday, May 4th. The company reported $1.62 EPS for the quarter, topping analysts’ consensus estimates of $1.60 by $0.02. The firm had revenue of $4.23 billion for the quarter, compared to the consensus estimate of $3.95 billion. Equitable had a positive return on equity of 233.93% and a negative net margin of 7.26%.The firm’s revenue was down 7.6% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.35 earnings per share. On average, equities research analysts expect that Equitable Holdings, Inc. will post 7.22 earnings per share for the current fiscal year.

Equitable declared that its Board of Directors has approved a share buyback plan on Wednesday, February 11th that authorizes the company to buyback $1.00 billion in outstanding shares. This buyback authorization authorizes the company to buy up to 7.7% of its shares through open market purchases. Shares buyback plans are often an indication that the company’s board believes its stock is undervalued.

Equitable Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, March 11th. Stockholders of record on Wednesday, March 4th were paid a dividend of $0.27 per share. The ex-dividend date was Wednesday, March 4th. This represents a $1.08 annualized dividend and a dividend yield of 2.5%. Equitable’s dividend payout ratio is -22.41%.

Insider Activity

In other news, insider Nick Lane sold 10,000 shares of the firm’s stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $40.44, for a total transaction of $404,400.00. Following the transaction, the insider owned 124,218 shares in the company, valued at approximately $5,023,375.92. This trade represents a 7.45% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Jeffrey J. Hurd sold 14,358 shares of Equitable stock in a transaction on Wednesday, April 8th. The shares were sold at an average price of $40.04, for a total transaction of $574,894.32. Following the completion of the sale, the chief operating officer directly owned 89,403 shares of the company’s stock, valued at approximately $3,579,696.12. The trade was a 13.84% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 128,116 shares of company stock worth $5,205,010. 1.10% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of research firms have recently issued reports on EQH. Mizuho reduced their price target on shares of Equitable from $65.00 to $58.00 and set an “outperform” rating for the company in a research report on Monday, April 13th. JPMorgan Chase & Co. dropped their price objective on shares of Equitable from $58.00 to $57.00 and set an “overweight” rating on the stock in a research note on Wednesday, April 29th. Weiss Ratings downgraded shares of Equitable from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Monday, March 2nd. Keefe, Bruyette & Woods decreased their target price on shares of Equitable from $53.00 to $51.00 and set an “outperform” rating for the company in a research note on Friday, April 10th. Finally, Wall Street Zen upgraded shares of Equitable from a “sell” rating to a “hold” rating in a report on Saturday, February 28th. Two analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $57.00.

Equitable Company Profile

Equitable Holdings, Inc (NYSE: EQH) is a leading provider of life insurance, annuities and retirement plan services in the United States. Through its insurance subsidiary, AXA Equitable Life Insurance Company, the firm offers a broad range of permanent and term life insurance products designed to help individuals and families manage risk and build wealth. In addition, Equitable provides fixed, variable and indexed annuity solutions to support income planning in retirement, as well as a suite of group retirement and pension plan services for employers and plan sponsors.

The company also maintains an asset management arm that delivers investment strategies across equities, fixed income and alternative asset classes for both retail and institutional clients.