Community Trust & Investment Co. Acquires 88,484 Shares of Equitable Holdings, Inc. $EQH

Posted by Stanley Muller on Aug 8th, 2026

Community Trust & Investment Co. lifted its holdings in shares of Equitable Holdings, Inc. (NYSE:EQH – Free Report) by 22.8% in the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 476,885 shares of the company’s stock after buying an additional 88,484 shares during the period. Equitable comprises about 1.1% of Community Trust & Investment Co.’s portfolio, making the stock its 27th biggest holding. Community Trust & Investment Co.’s holdings in Equitable were worth $20,926,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Geneos Wealth Management Inc. boosted its stake in Equitable by 92.6% in the first quarter. Geneos Wealth Management Inc. now owns 882 shares of the company’s stock valued at $46,000 after buying an additional 424 shares in the last quarter. Jump Financial LLC acquired a new position in Equitable during the second quarter worth about $1,712,000. Gamco Investors INC. ET AL bought a new position in shares of Equitable in the second quarter worth about $1,133,000. Qube Research & Technologies Ltd boosted its stake in shares of Equitable by 1,126.5% in the 2nd quarter. Qube Research & Technologies Ltd now owns 291,126 shares of the company’s stock valued at $16,332,000 after purchasing an additional 267,389 shares in the last quarter. Finally, Sei Investments Co. boosted its stake in shares of Equitable by 45.8% in the 2nd quarter. Sei Investments Co. now owns 626,017 shares of the company’s stock valued at $35,120,000 after purchasing an additional 196,729 shares in the last quarter. 92.70% of the stock is currently owned by institutional investors.

Equitable Price Performance

EQH stock opened at $51.57 on Friday. The company has a fifty day moving average price of $45.98 and a 200-day moving average price of $43.07. The company has a market capitalization of $14.08 billion, a P/E ratio of -15.58, a PEG ratio of 0.52 and a beta of 1.09. Equitable Holdings, Inc. has a 52-week low of $35.19 and a 52-week high of $55.24. The company has a debt-to-equity ratio of 4.94, a quick ratio of 0.11 and a current ratio of 0.12.

Equitable (NYSE:EQH – Get Free Report) last issued its quarterly earnings results on Tuesday, August 4th. The company reported $1.70 EPS for the quarter, topping analysts’ consensus estimates of $1.65 by $0.05. Equitable had a negative net margin of 8.72% and a positive return on equity of 249.82%. The company had revenue of $1.66 billion for the quarter, compared to analyst estimates of $3.84 billion. During the same quarter in the previous year, the business earned $1.10 earnings per share. Equitable’s revenue was down 29.8% compared to the same quarter last year. As a group, equities analysts expect that Equitable Holdings, Inc. will post 7.11 EPS for the current year.

Equitable Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, August 10th. Shareholders of record on Monday, August 3rd will be issued a dividend of $0.30 per share. The ex-dividend date of this dividend is Monday, August 3rd. This represents a $1.20 annualized dividend and a yield of 2.3%. Equitable’s payout ratio is presently -36.25%.

Insider Activity

In other news, 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 completion of the transaction, the chief accounting officer directly owned 15,506 shares in the company, valued at $658,694.88. This trade represents a 32.01% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Mark Pearson sold 39,700 shares of Equitable stock in a transaction that occurred 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 transaction, the chief executive officer directly owned 753,403 shares in the company, valued at approximately $36,570,181.62. This represents a 5.01% decrease in their ownership of the stock. 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. In the last three months, insiders sold 128,503 shares of company stock worth $5,840,116. 1.10% of the stock is owned by corporate insiders.

Analyst Ratings Changes

A number of research firms recently issued reports on EQH. Barclays upped their price objective on shares of Equitable from $50.00 to $52.00 and gave the stock an “overweight” rating in a research report on Wednesday. Wells Fargo & Company raised their target price on shares of Equitable from $57.00 to $60.00 and gave the company an “overweight” rating in a research report on Thursday, July 9th. UBS Group upped their price target on shares of Equitable from $63.00 to $68.00 and gave the stock a “buy” rating in a report on Wednesday, July 8th. JPMorgan Chase & Co. dropped their price target on Equitable from $58.00 to $57.00 and set an “overweight” rating for the company in a research note on Wednesday, April 29th. Finally, Mizuho set a $68.00 target price on Equitable in a report on Thursday. One analyst has rated the stock with a Strong Buy rating, ten have given 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, Equitable currently has an average rating of “Moderate Buy” and a consensus price target of $60.75.

Check Out Our Latest Analysis on EQH

Equitable Company 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.