Equitable (NYSE:EQH) Downgraded by Wolfe Research to Peer Perform

Posted by Brenda Bartman on Jul 9th, 2026

Equitable (NYSE:EQH – Get Free Report) was downgraded by Wolfe Research from an “outperform” rating to a “peer perform” rating in a research note issued to investors on Thursday, Marketbeat Ratings reports.

Other analysts have also recently issued reports about the stock. Zacks Research upgraded shares of Equitable from a “strong sell” rating to a “hold” rating in a research note on Monday, June 29th. Weiss Ratings reissued a “sell (d+)” rating on shares of Equitable in a report on Friday, May 29th. JPMorgan Chase & Co. decreased their target price on shares of Equitable from $58.00 to $57.00 and set an “overweight” rating for the company in a research report on Wednesday, April 29th. Barclays lowered their price target on shares of Equitable from $51.00 to $50.00 and set an “overweight” rating on the stock in a report on Tuesday. Finally, Evercore set a $63.00 price target on Equitable and gave the stock an “outperform” rating in a research report on Thursday, April 9th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Equitable presently has a consensus rating of “Moderate Buy” and an average target price of $59.00.

Get Our Latest Analysis on Equitable

Equitable Stock Down 2.8%

Shares of EQH stock opened at $45.67 on Thursday. Equitable has a fifty-two week low of $35.19 and a fifty-two week high of $55.28. The firm has a market capitalization of $12.47 billion, a PE ratio of -16.08, a P/E/G ratio of 0.51 and a beta of 1.10. The company has a debt-to-equity ratio of 8.75, a quick ratio of 0.11 and a current ratio of 0.11. The stock’s 50-day simple moving average is $43.08 and its 200-day simple moving average is $42.94.

Equitable (NYSE:EQH – Get Free Report) last released its earnings results on Monday, May 4th. The company reported $1.62 EPS for the quarter, topping analysts’ consensus estimates of $1.60 by $0.02. Equitable had a positive return on equity of 232.29% and a negative net margin of 7.26%.The firm had revenue of $4.23 billion during the quarter, compared to the consensus estimate of $3.95 billion. During the same quarter in the previous year, the company posted $1.35 earnings per share. The company’s revenue was down 7.6% compared to the same quarter last year. Equities analysts expect that Equitable will post 7.07 earnings per share for the current year.

Insider Activity

In related news, CAO William James Iv Eckert sold 7,300 shares of the stock in a transaction on Friday, May 15th. The shares were sold at an average price of $42.48, for a total transaction of $310,104.00. Following the sale, the chief accounting officer directly owned 15,506 shares of the company’s stock, valued at approximately $658,694.88. This represents a 32.01% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, COO Jeffrey J. Hurd sold 14,358 shares of the firm’s 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 sale, the chief operating officer owned 79,403 shares in the company, valued at approximately $3,369,863.32. This represents a 15.31% 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. Over the last 90 days, insiders sold 154,248 shares of company stock worth $6,608,358. 1.10% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Equitable

Hedge funds have recently modified their holdings of the company. Johnson Financial Group Inc. acquired a new stake in shares of Equitable during the 3rd quarter valued at about $26,000. Root Financial Partners LLC raised its holdings in Equitable by 64.1% in the 1st quarter. Root Financial Partners LLC now owns 888 shares of the company’s stock worth $33,000 after purchasing an additional 347 shares during the period. Covestor Ltd boosted its position in Equitable by 124.7% during the fourth quarter. Covestor Ltd now owns 728 shares of the company’s stock worth $35,000 after purchasing an additional 404 shares in the last quarter. Caitong International Asset Management Co. Ltd purchased a new position in Equitable during the third quarter worth approximately $38,000. Finally, Essential Partners LLC grew its holdings in Equitable by 245.2% in the first quarter. Essential Partners LLC now owns 1,084 shares of the company’s stock valued at $40,000 after purchasing an additional 770 shares during the period. 92.70% of the stock is owned by hedge funds and other institutional investors.

Equitable Company Profile

(Get 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.