Diversified Trust Co Sells 19,032 Shares of Equitable Holdings, Inc. $EQH

Posted by Francis Steltz on Jun 25th, 2026

Diversified Trust Co trimmed its holdings in shares of Equitable Holdings, Inc. (NYSE:EQH – Free Report) by 45.1% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 23,145 shares of the company’s stock after selling 19,032 shares during the period. Diversified Trust Co’s holdings in Equitable were worth $859,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of the stock. Johnson Financial Group Inc. bought a new stake in shares of Equitable in the 3rd quarter valued at about $26,000. Covestor Ltd grew its position in Equitable by 124.7% during the 4th quarter. Covestor Ltd now owns 728 shares of the company’s stock worth $35,000 after acquiring an additional 404 shares during the last quarter. Caitong International Asset Management Co. Ltd bought a new position in Equitable during the 3rd quarter worth approximately $38,000. Geneos Wealth Management Inc. increased its stake in Equitable by 92.6% in the 1st quarter. Geneos Wealth Management Inc. now owns 882 shares of the company’s stock worth $46,000 after purchasing an additional 424 shares during the period. Finally, AlphaCentric Advisors LLC bought a new stake in Equitable in the fourth quarter valued at approximately $73,000. 92.70% of the stock is owned by institutional investors.

Equitable Trading Down 3.5%

NYSE EQH opened at $43.36 on Thursday. The firm has a market capitalization of $12.21 billion, a PE ratio of -15.27, a P/E/G ratio of 0.49 and a beta of 1.10. The stock’s 50 day moving average is $42.33 and its 200 day moving average is $43.12. Equitable Holdings, Inc. has a twelve month low of $35.19 and a twelve month high of $56.61. 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 (EPS) for the quarter, topping analysts’ consensus estimates of $1.60 by $0.02. The business had revenue of $4.23 billion during the quarter, compared to the consensus estimate of $3.95 billion. Equitable had a positive return on equity of 232.29% and a negative net margin of 7.26%.The firm’s quarterly revenue was down 7.6% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.35 earnings per share. Research analysts forecast that Equitable Holdings, Inc. will post 7.07 earnings per share for the current fiscal year.

Equitable Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, June 8th. Investors of record on Monday, June 1st were paid a $0.30 dividend. This represents a $1.20 annualized dividend and a dividend yield of 2.8%. The ex-dividend date was Monday, June 1st. This is a positive change from Equitable’s previous quarterly dividend of $0.27. Equitable’s dividend payout ratio (DPR) is -42.25%.

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on EQH shares. Morgan Stanley dropped their price objective on Equitable from $59.00 to $54.00 and set an “overweight” rating for the company in a research note on Tuesday, March 3rd. UBS Group lifted their target price on shares of Equitable from $58.00 to $63.00 and gave the stock a “buy” rating in a research note on Thursday, June 11th. Barclays upped their price target on shares of Equitable from $49.00 to $51.00 and gave the company an “overweight” rating in a report on Tuesday, May 5th. Wells Fargo & Company raised their price target on shares of Equitable from $56.00 to $57.00 and gave the stock an “overweight” rating in a report on Tuesday, May 12th. Finally, Mizuho boosted their price objective 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 research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Equitable has a consensus rating of “Moderate Buy” and an average target price of $58.64.

View Our Latest Stock Analysis on EQH

Insider Buying and Selling at Equitable

In other Equitable news, COO Jeffrey J. Hurd sold 14,358 shares of the company’s stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $42.44, for a total value 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 ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO William James Iv Eckert sold 7,300 shares of the firm’s stock in a transaction that occurred 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 transaction, the chief accounting officer directly owned 15,506 shares of the company’s stock, valued at $658,694.88. This represents a 32.01% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 216,919 shares of company stock valued at $9,118,088 in the last quarter. 1.10% of the stock is owned by 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.