Pzena Investment Management LLC Has $165.67 Million Stake in Equitable Holdings, Inc. $EQH

Posted by Brian Himes on Jul 2nd, 2026

Pzena Investment Management LLC raised its position in Equitable Holdings, Inc. (NYSE:EQH – Free Report) by 3.2% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 4,464,347 shares of the company’s stock after buying an additional 138,999 shares during the quarter. Pzena Investment Management LLC’s holdings in Equitable were worth $165,672,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Price T Rowe Associates Inc. MD lifted its holdings in shares of Equitable by 7.0% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 17,258,124 shares of the company’s stock worth $822,351,000 after acquiring an additional 1,132,861 shares during the period. Capital International Investors increased its stake in Equitable by 23.0% in the fourth quarter. Capital International Investors now owns 13,545,628 shares of the company’s stock valued at $645,449,000 after acquiring an additional 2,532,791 shares during the last quarter. Norges Bank acquired a new position in Equitable during the fourth quarter valued at approximately $550,995,000. Thornburg Investment Management Inc. lifted its stake in Equitable by 0.5% during the fourth quarter. Thornburg Investment Management Inc. now owns 4,889,730 shares of the company’s stock worth $232,996,000 after purchasing an additional 22,087 shares during the last quarter. Finally, Massachusetts Financial Services Co. MA boosted its holdings in shares of Equitable by 4.2% in the 4th quarter. Massachusetts Financial Services Co. MA now owns 4,822,908 shares of the company’s stock valued at $229,812,000 after purchasing an additional 193,640 shares in the last quarter. 92.70% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Equitable

In related news, COO Jeffrey J. Hurd sold 14,358 shares of the stock in a transaction on Friday, May 15th. The shares were sold at an average price of $42.44, for a total transaction of $609,353.52. Following the transaction, the chief operating officer directly owned 79,403 shares of the company’s stock, valued at $3,369,863.32. This represents a 15.31% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mark Pearson sold 39,700 shares of the business’s stock in a transaction dated Monday, April 20th. The shares were sold at an average price of $41.63, for a total value of $1,652,711.00. Following the completion of the sale, the chief executive officer directly owned 789,183 shares of the company’s stock, valued at $32,853,688.29. The trade was a 4.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 216,919 shares of company stock worth $9,118,088 over the last quarter. 1.10% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on EQH shares. Zacks Research raised Equitable from a “strong sell” rating to a “hold” rating in a research note on Monday. Weiss Ratings reissued a “sell (d+)” rating on shares of Equitable in a report on Friday, May 29th. JPMorgan Chase & Co. reduced their price target 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. UBS Group lifted their price target on shares of Equitable from $58.00 to $63.00 and gave the company a “buy” rating in a report on Thursday, June 11th. Finally, Mizuho raised their target price on shares of Equitable from $58.00 to $61.00 and gave the company an “outperform” rating in a research report on Thursday, May 7th. Two investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $58.64.

View Our Latest Analysis on EQH

Equitable Trading Up 0.5%

EQH opened at $44.10 on Thursday. Equitable Holdings, Inc. has a twelve month low of $35.19 and a twelve month high of $56.42. The company has a fifty day moving average of $42.60 and a 200-day moving average of $43.01. The stock has a market cap of $12.04 billion, a PE ratio of -15.53, a price-to-earnings-growth ratio of 0.48 and a beta of 1.10. The company has a quick ratio of 0.11, a current ratio of 0.11 and a debt-to-equity ratio of 8.75.

Equitable (NYSE:EQH – Get Free Report) last posted its quarterly earnings data on Monday, May 4th. The company reported $1.62 earnings per share for the quarter, topping the consensus estimate of $1.60 by $0.02. The firm had revenue of $4.23 billion during the quarter, compared to analyst estimates of $3.95 billion. Equitable had a positive return on equity of 232.29% and a negative net margin of 7.26%.The business’s quarterly revenue was down 7.6% on a year-over-year basis. During the same period last year, the company posted $1.35 EPS. On average, sell-side analysts predict that Equitable Holdings, Inc. will post 7.07 EPS for the current year.

Equitable Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, June 8th. Stockholders of record on Monday, June 1st were given a dividend of $0.30 per share. This is a positive change from Equitable’s previous quarterly dividend of $0.27. The ex-dividend date of this dividend was Monday, June 1st. This represents a $1.20 annualized dividend and a dividend yield of 2.7%. Equitable’s payout ratio is -42.25%.

About Equitable

(Free Report)

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.