Capstone Investment Advisors LLC Invests $3.07 Million in Equitable Holdings, Inc. $EQH

Posted by Brian Himes on Aug 28th, 2026

Capstone Investment Advisors LLC purchased a new position in shares of Equitable Holdings, Inc. (NYSE:EQH – Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 70,000 shares of the company’s stock, valued at approximately $3,072,000.

Several other institutional investors have also added to or reduced their stakes in the company. Parkside Financial Bank & Trust increased its stake in shares of Equitable by 9.1% in the 4th quarter. Parkside Financial Bank & Trust now owns 2,726 shares of the company’s stock valued at $130,000 after purchasing an additional 227 shares during the last quarter. Steward Partners Investment Advisory LLC boosted its position in Equitable by 9.1% in the fourth quarter. Steward Partners Investment Advisory LLC now owns 2,999 shares of the company’s stock valued at $143,000 after buying an additional 249 shares in the last quarter. Wilmington Savings Fund Society FSB grew its stake in shares of Equitable by 11.7% during the third quarter. Wilmington Savings Fund Society FSB now owns 2,634 shares of the company’s stock worth $134,000 after buying an additional 275 shares during the last quarter. J. Safra Sarasin Holding AG increased its holdings in shares of Equitable by 1.5% during the first quarter. J. Safra Sarasin Holding AG now owns 19,109 shares of the company’s stock worth $708,000 after buying an additional 290 shares in the last quarter. Finally, CX Institutional lifted its stake in shares of Equitable by 30.2% in the 2nd quarter. CX Institutional now owns 1,282 shares of the company’s stock valued at $56,000 after acquiring an additional 297 shares during the last quarter. 92.70% of the stock is currently owned by institutional investors and hedge funds.

Equitable Stock Up 0.3%

Shares of NYSE:EQH opened at $50.01 on Friday. The firm has a market cap of $13.65 billion, a P/E ratio of -15.11, a P/E/G ratio of 0.49 and a beta of 1.09. Equitable Holdings, Inc. has a 12-month low of $35.19 and a 12-month high of $55.15. The business has a fifty day simple moving average of $48.21 and a 200 day simple moving average of $43.54. The company has a quick ratio of 0.15, a current ratio of 0.15 and a debt-to-equity ratio of 8.75.

Equitable (NYSE:EQH – Get Free Report) last released its quarterly earnings results on Tuesday, August 4th. The company reported $1.70 EPS for the quarter, beating analysts’ consensus estimates of $1.65 by $0.05. The firm had revenue of $1.66 billion for the quarter, compared to analyst estimates of $3.84 billion. Equitable had a positive return on equity of 511.35% and a negative net margin of 8.72%.The business’s revenue was down 29.8% on a year-over-year basis. During the same quarter in the previous year, the company posted $1.10 EPS. Analysts predict that Equitable Holdings, Inc. will post 7.18 earnings per share for the current year.

Equitable Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, August 10th. Investors of record on Monday, August 3rd were issued a $0.30 dividend. The ex-dividend date was Monday, August 3rd. This represents a $1.20 annualized dividend and a yield of 2.4%. Equitable’s dividend payout ratio is presently -36.25%.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on the company. Keefe, Bruyette & Woods boosted their price objective on Equitable from $62.00 to $67.00 and gave the stock an “outperform” rating in a research report on Tuesday, August 11th. Wolfe Research downgraded Equitable from an “outperform” rating to a “peer perform” rating in a research report on Thursday, July 9th. Barclays lifted their price target on Equitable from $50.00 to $52.00 and gave the company an “overweight” rating in a research note on Wednesday, August 5th. Jefferies Financial Group upped their price objective on Equitable from $64.00 to $66.00 and gave the company a “buy” rating in a research note on Friday, July 10th. Finally, Evercore reiterated an “outperform” rating and issued a $66.00 price objective on shares of Equitable in a report on Thursday, August 20th. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $61.75.

Get Our Latest Analysis on Equitable

Insider Buying and Selling at Equitable

In other news, Director Bertram L. Scott sold 1,466 shares of the company’s stock in a transaction on Thursday, August 6th. The shares were sold at an average price of $51.15, for a total value of $74,985.90. Following the sale, the director directly owned 26,465 shares of the company’s stock, valued at approximately $1,353,684.75. This represents a 5.25% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Charles G.T. Stonehill sold 7,500 shares of the stock in a transaction on Thursday, August 6th. The stock was sold at an average price of $51.54, for a total transaction of $386,550.00. Following the sale, the director owned 34,357 shares of the company’s stock, valued at approximately $1,770,759.78. This trade represents a 17.92% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 114,541 shares of company stock worth $5,357,784. Company insiders own 1.00% of the company’s stock.

About Equitable

(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.