Quantbot Technologies LP Takes Position in Equitable Holdings, Inc. $EQH

Posted by Francis Steltz on Aug 23rd, 2026

Quantbot Technologies LP acquired a new position in Equitable Holdings, Inc. (NYSE:EQH – Free Report) during the second quarter, Holdings Channel reports. The firm acquired 139,395 shares of the company’s stock, valued at approximately $6,117,000.

Several other institutional investors have also modified their holdings of EQH. BlackRock Inc. bought a new position in Equitable during the second quarter valued at about $1,136,305,000. Norges Bank bought a new stake in Equitable in the fourth quarter worth about $550,995,000. Pzena Investment Management LLC bought a new stake in Equitable in the second quarter worth about $244,052,000. Diamond Hill Capital Management LLC Investment Advisor acquired a new stake in Equitable in the 2nd quarter valued at about $208,146,000. Finally, Capital International Investors boosted its position in shares of Equitable by 23.0% during the 4th quarter. Capital International Investors now owns 13,545,628 shares of the company’s stock valued at $645,449,000 after purchasing an additional 2,532,791 shares in the last quarter. Institutional investors and hedge funds own 92.70% of the company’s stock.

Analysts Set New Price Targets

EQH has been the topic of several recent research reports. Mizuho set a $68.00 price objective on shares of Equitable in a research note on Thursday, August 6th. Jefferies Financial Group lifted their price target on shares of Equitable from $64.00 to $66.00 and gave the stock a “buy” rating in a research report on Friday, July 10th. Weiss Ratings cut Equitable from a “hold (c-)” rating to a “sell (d+)” rating in a report on Wednesday, August 5th. Wells Fargo & Company increased their price objective on Equitable from $60.00 to $64.00 and gave the company an “overweight” rating in a research report on Wednesday. Finally, JPMorgan Chase & Co. reduced their price objective on Equitable from $58.00 to $57.00 and set an “overweight” rating for the company in a research note on Wednesday, April 29th. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, Equitable currently has an average rating of “Moderate Buy” and a consensus price target of $61.75.

Read Our Latest Stock Analysis on Equitable

Equitable Price Performance

EQH stock opened at $48.84 on Friday. Equitable Holdings, Inc. has a one year low of $35.19 and a one year high of $55.15. The firm has a 50-day moving average of $47.87 and a two-hundred day moving average of $43.42. The firm has a market capitalization of $13.34 billion, a PE ratio of -14.76, a P/E/G ratio of 0.48 and a beta of 1.09. The company has a current ratio of 0.15, a quick ratio of 0.15 and a debt-to-equity ratio of 8.75.

Equitable (NYSE:EQH – Get Free Report) last released its earnings results on Tuesday, August 4th. The company reported $1.70 earnings per share for the quarter, topping the consensus estimate of $1.65 by $0.05. Equitable had a negative net margin of 8.72% and a positive return on equity of 511.35%. The business had revenue of $1.66 billion for the quarter, compared to the consensus estimate of $3.84 billion. During the same period last year, the firm posted $1.10 earnings per share. The firm’s quarterly revenue was down 29.8% compared to the same quarter last year. On average, analysts forecast that Equitable Holdings, Inc. will post 7.16 earnings per share for the current year.

Equitable Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, August 10th. Investors of record on Monday, August 3rd were paid a $0.30 dividend. The ex-dividend date of this dividend was Monday, August 3rd. This represents a $1.20 dividend on an annualized basis and a yield of 2.5%. Equitable’s dividend payout ratio (DPR) is currently -36.25%.

Insider Activity

In other news, Director Bertram L. Scott sold 2,470 shares of the stock in a transaction on Thursday, June 4th. The stock was sold at an average price of $41.08, for a total value of $101,467.60. Following the completion of the sale, the director owned 27,931 shares in the company, valued at $1,147,405.48. This represents a 8.12% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Mark Pearson sold 39,700 shares of the firm’s stock in a transaction on Monday, July 20th. The stock was sold at an average price of $48.54, for a total value of $1,927,038.00. Following the completion of the sale, the chief executive officer directly owned 753,403 shares of the company’s stock, valued at approximately $36,570,181.62. This trade represents a 5.01% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 114,541 shares of company stock worth $5,357,784. 1.00% of the stock is owned by corporate insiders.

Equitable Profile

(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.