Swiss National Bank Purchases 20,200 Shares of Equitable Holdings, Inc. $EQH

Posted by Stanley Muller on Jul 24th, 2026

Swiss National Bank boosted its position in shares of Equitable Holdings, Inc. (NYSE:EQH – Free Report) by 2.5% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 841,000 shares of the company’s stock after acquiring an additional 20,200 shares during the period. Swiss National Bank’s holdings in Equitable were worth $31,210,000 at the end of the most recent quarter.

Other hedge funds also recently bought and sold shares of the company. Johnson Financial Group Inc. acquired a new stake in shares of Equitable in the third quarter valued at about $26,000. Root Financial Partners LLC lifted its position in shares of Equitable by 64.1% during 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 last quarter. Covestor Ltd boosted its stake in Equitable by 124.7% during the 4th quarter. Covestor Ltd now owns 728 shares of the company’s stock valued at $35,000 after purchasing an additional 404 shares during the period. Caitong International Asset Management Co. Ltd bought a new stake in Equitable during the 3rd quarter valued at approximately $38,000. Finally, Geneos Wealth Management Inc. grew its holdings in Equitable by 92.6% in the 1st quarter. Geneos Wealth Management Inc. now owns 882 shares of the company’s stock valued at $46,000 after buying an additional 424 shares during the last quarter. 92.70% of the stock is currently owned by institutional investors.

Equitable Stock Performance

EQH opened at $47.45 on Friday. The stock has a market cap of $12.95 billion, a PE ratio of -16.71, a P/E/G ratio of 0.48 and a beta of 1.10. The company has a current ratio of 0.11, a quick ratio of 0.11 and a debt-to-equity ratio of 8.75. Equitable Holdings, Inc. has a 1 year low of $35.19 and a 1 year high of $55.24. The stock’s 50 day simple moving average is $44.39 and its 200-day simple moving average is $42.93.

Equitable (NYSE:EQH – Get Free Report) last issued its earnings results on Monday, May 4th. The company reported $1.62 EPS for the quarter, topping the consensus estimate 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 analysts’ expectations of $3.95 billion. During the same period last year, the business earned $1.35 earnings per share. Equitable’s quarterly revenue was down 7.6% compared to the same quarter last year. Sell-side analysts forecast that Equitable Holdings, Inc. will post 7.13 EPS for the current year.

Equitable Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, August 10th. Stockholders of record on Monday, August 3rd will be paid a $0.30 dividend. The ex-dividend date is Monday, August 3rd. This represents a $1.20 dividend on an annualized basis and a dividend yield of 2.5%. Equitable’s dividend payout ratio is currently -42.25%.

Analyst Ratings Changes

A number of research analysts have recently commented on EQH shares. UBS Group upped their price target on Equitable from $63.00 to $68.00 and gave the stock a “buy” rating in a report on Wednesday, July 8th. Mizuho raised their price objective on shares of Equitable from $61.00 to $62.00 and gave the stock an “outperform” rating in a research note on Thursday, July 9th. Wells Fargo & Company boosted their target price on shares of Equitable from $57.00 to $60.00 and gave the stock an “overweight” rating in a research report on Thursday, July 9th. Raymond James Financial set a $58.00 target price on shares of Equitable and gave the company a “strong-buy” rating in a research note on Thursday, April 16th. Finally, Evercore set a $63.00 price target on shares of Equitable and gave the stock an “outperform” rating in a research report on Thursday, April 9th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $60.08.

Read Our Latest Report on EQH

Insider Activity at Equitable

In related news, CEO Mark Pearson sold 39,700 shares of the stock in a transaction dated Thursday, June 18th. The shares were sold at an average price of $45.28, for a total value of $1,797,616.00. Following the completion of the transaction, the chief executive officer owned 765,903 shares of the company’s stock, valued at $34,680,087.84. This represents a 4.93% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 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 dated Friday, May 15th. The stock was sold at an average price of $42.48, for a total transaction of $310,104.00. Following the transaction, the chief accounting officer owned 15,506 shares of the company’s stock, valued at approximately $658,694.88. This represents a 32.01% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 88,803 shares of company stock worth $3,913,078 in the last ninety days. Company insiders own 1.10% of the company’s stock.

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.