Equitable (EQH) – Research Analysts’ Weekly Ratings Updates

Several analysts have recently updated their ratings and price targets for Equitable (NYSE: EQH):

• 2/19/2025 – Equitable had its price target raised by analysts at Wells Fargo & Company from $53.00 to $61.00. They now have an “overweight” rating on the stock.
• 2/14/2025 – Equitable had its price target raised by analysts at Morgan Stanley from $60.00 to $61.00. They now have an “overweight” rating on the stock.
• 2/12/2025 – Equitable had its price target raised by analysts at Keefe, Bruyette & Woods from $58.00 to $62.00. They now have an “outperform” rating on the stock.
• 2/10/2025 – Equitable had its price target raised by analysts at Truist Financial Co. from $52.00 to $60.00. They now have a “buy” rating on the stock.
• 1/23/2025 – Equitable is now covered by analysts at BMO Capital Markets. They set an “outperform” rating and a $70.00 price target on the stock.
• 1/14/2025 – Equitable had its price target lowered by analysts at Wells Fargo & Company from $54.00 to $53.00. They now have an “overweight” rating on the stock.
• 1/10/2025 – Equitable was upgraded by analysts at Deutsche Bank Aktiengesellschaft from a “hold” rating to a “buy” rating. They now have a $58.00 price target on the stock, up previously from $47.00.
• 1/7/2025 – Equitable had its price target raised by analysts at JPMorgan Chase & Co. from $45.00 to $53.00. They now have a “neutral” rating on the stock.
• 1/6/2025 – Equitable had its price target raised by analysts at Barclays PLC from $60.00 to $61.00. They now have an “overweight” rating on the stock.

Equitable Stock Down 4.7 %

Shares of NYSE:EQH traded down $2.53 during trading on Friday, hitting $51.44. The stock had a trading volume of 2,608,777 shares, compared to its average volume of 2,810,458. The company has a market capitalization of $16.12 billion, a PE ratio of 13.46 and a beta of 1.39. The company has a quick ratio of 0.12, a current ratio of 0.07 and a debt-to-equity ratio of 3.07. The firm’s fifty day moving average is $50.83 and its 200 day moving average is $46.15. Equitable Holdings, Inc. has a 12 month low of $32.96 and a 12 month high of $56.00.

Equitable (NYSE:EQH) last posted its quarterly earnings data on Wednesday, February 5th. The company reported $1.57 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.65 by ($0.08). Equitable had a return on equity of 85.70% and a net margin of 10.51%. Analysts anticipate that Equitable Holdings, Inc. will post 7.33 EPS for the current fiscal year.

Equitable Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, March 12th. Investors of record on Wednesday, March 5th will be paid a dividend of $0.24 per share. This represents a $0.96 annualized dividend and a yield of 1.87%. The ex-dividend date of this dividend is Wednesday, March 5th. Equitable’s payout ratio is currently 25.13%.

Insiders Place Their Bets

In related news, insider Nick Lane sold 25,000 shares of the company’s stock in a transaction dated Wednesday, December 18th. The shares were sold at an average price of $45.84, for a total value of $1,146,000.00. Following the transaction, the insider now owns 141,629 shares in the company, valued at $6,492,273.36. The trade was a 15.00 % decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CAO William James Iv Eckert sold 1,700 shares of the stock in a transaction dated Monday, December 23rd. The shares were sold at an average price of $46.68, for a total transaction of $79,356.00. Following the sale, the chief accounting officer now directly owns 17,677 shares in the company, valued at $825,162.36. This trade represents a 8.77 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last quarter, insiders have sold 131,698 shares of company stock worth $6,534,234. 1.10% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in EQH. Versant Capital Management Inc lifted its position in Equitable by 195.6% in the 4th quarter. Versant Capital Management Inc now owns 532 shares of the company’s stock valued at $25,000 after acquiring an additional 352 shares in the last quarter. Covestor Ltd raised its holdings in shares of Equitable by 61.5% during the third quarter. Covestor Ltd now owns 646 shares of the company’s stock valued at $27,000 after purchasing an additional 246 shares during the last quarter. Bessemer Group Inc. lifted its position in Equitable by 111.2% during the fourth quarter. Bessemer Group Inc. now owns 678 shares of the company’s stock valued at $32,000 after purchasing an additional 357 shares during the period. Assetmark Inc. grew its holdings in shares of Equitable by 33.2% in the fourth quarter. Assetmark Inc. now owns 799 shares of the company’s stock worth $38,000 after acquiring an additional 199 shares during the period. Finally, Mizuho Bank Ltd. grew its stake in shares of Equitable by 61.4% during the 4th quarter. Mizuho Bank Ltd. now owns 1,130 shares of the company’s stock valued at $53,000 after purchasing an additional 430 shares during the period. Institutional investors own 92.70% of the company’s stock.

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.