Analysts’ Recent Ratings Changes for Equitable (EQH)

A number of firms have modified their ratings and price targets on shares of Equitable (NYSE: EQH) recently:

• 3/11/2025 – Equitable had its price target raised by analysts at Morgan Stanley from $66.00 to $68.00. They now have an “overweight” rating on the stock.
• 2/28/2025 – Equitable had its price target raised by analysts at Keefe, Bruyette & Woods from $62.00 to $66.00. They now have an “outperform” rating on the stock.
• 2/25/2025 – Equitable had its price target raised by analysts at Wells Fargo & Company from $61.00 to $62.00. They now have an “overweight” rating on the stock.
• 2/25/2025 – Equitable had its price target raised by analysts at BMO Capital Markets from $69.00 to $72.00. They now have an “outperform” rating on the stock.
• 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.

Equitable Trading Down 3.7 %

Equitable stock traded down $1.88 during midday trading on Thursday, reaching $49.55. The stock had a trading volume of 3,163,095 shares, compared to its average volume of 2,420,865. 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 has a market cap of $15.25 billion, a price-to-earnings ratio of 12.97 and a beta of 1.39. Equitable Holdings, Inc. has a 52-week low of $34.67 and a 52-week high of $56.00. The company has a fifty day moving average of $52.32 and a 200 day moving average of $47.46.

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

Equitable Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, March 12th. Stockholders of record on Wednesday, March 5th were given a dividend of $0.24 per share. The ex-dividend date of this dividend was Wednesday, March 5th. This represents a $0.96 annualized dividend and a dividend yield of 1.94%. Equitable’s dividend payout ratio (DPR) is 25.13%.

Insider Activity

In related news, COO Jeffrey J. Hurd sold 6,666 shares of Equitable stock in a transaction dated Monday, December 16th. The shares were sold at an average price of $47.31, for a total transaction of $315,368.46. Following the completion of the sale, the chief operating officer now owns 98,875 shares in the company, valued at $4,677,776.25. This trade represents a 6.32 % decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CAO William James Iv Eckert sold 1,700 shares of the company’s stock in a transaction dated Monday, December 23rd. The stock was sold at an average price of $46.68, for a total transaction of $79,356.00. Following the completion of the transaction, the chief accounting officer now owns 17,677 shares in the company, valued at $825,162.36. This represents a 8.77 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 131,698 shares of company stock valued at $6,534,234. 1.10% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of the company. Covestor Ltd grew its position in shares of Equitable by 61.5% during the 3rd quarter. Covestor Ltd now owns 646 shares of the company’s stock worth $27,000 after buying an additional 246 shares in the last quarter. GSA Capital Partners LLP purchased a new stake in Equitable in the third quarter worth about $243,000. OVERSEA CHINESE BANKING Corp Ltd grew its holdings in Equitable by 47.0% during the 3rd quarter. OVERSEA CHINESE BANKING Corp Ltd now owns 10,653 shares of the company’s stock worth $448,000 after acquiring an additional 3,407 shares in the last quarter. Sumitomo Mitsui Trust Group Inc. increased its position in Equitable by 1.1% during the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 711,855 shares of the company’s stock valued at $29,919,000 after purchasing an additional 7,720 shares during the period. Finally, Victory Capital Management Inc. raised its holdings in shares of Equitable by 24.2% in the 3rd quarter. Victory Capital Management Inc. now owns 266,677 shares of the company’s stock valued at $11,208,000 after purchasing an additional 51,990 shares in the last quarter. 92.70% of the stock is currently owned by hedge funds and other institutional investors.

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.