WINTON GROUP Ltd Has $3.83 Million Position in Equitable Holdings, Inc. $EQH

Posted by Geri Gentry on Sep 11th, 2026

WINTON GROUP Ltd cut its holdings in shares of Equitable Holdings, Inc. (NYSE:EQH – Free Report) by 55.5% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 87,200 shares of the company’s stock after selling 108,785 shares during the quarter. WINTON GROUP Ltd’s holdings in Equitable were worth $3,826,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Johnson Financial Group Inc. bought a new position in shares of Equitable in the 3rd quarter valued at about $26,000. Root Financial Partners LLC raised its holdings in Equitable by 64.1% during the first quarter. Root Financial Partners LLC now owns 888 shares of the company’s stock worth $33,000 after acquiring an additional 347 shares in the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. bought a new stake in Equitable during the second quarter worth about $33,000. Covestor Ltd boosted its position in Equitable by 124.7% during the fourth quarter. Covestor Ltd now owns 728 shares of the company’s stock valued at $35,000 after purchasing an additional 404 shares during the last quarter. Finally, Caitong International Asset Management Co. Ltd bought a new position in Equitable in the third quarter valued at approximately $38,000. 92.70% of the stock is currently owned by institutional investors and hedge funds.

Equitable Price Performance

NYSE:EQH opened at $52.52 on Friday. The company has a market cap of $14.34 billion, a P/E ratio of -15.87, a P/E/G ratio of 0.51 and a beta of 1.10. The firm’s fifty day moving average price is $49.67 and its two-hundred day moving average price is $44.03. Equitable Holdings, Inc. has a one year low of $35.19 and a one year high of $55.15. The company has a debt-to-equity ratio of 8.75, a current ratio of 0.15 and a quick ratio of 0.15.

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

Equitable Dividend Announcement

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

Insider Activity

In other news, Director Bertram Scott sold 1,466 shares of the business’s stock in a transaction that occurred on Thursday, August 6th. The stock was sold at an average price of $51.15, for a total transaction of $74,985.90. Following the completion of the sale, the director owned 26,465 shares in the company, valued at $1,353,684.75. The trade was a 5.25% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Director Craig MacKay sold 2,200 shares of the company’s stock in a transaction that occurred on Tuesday, August 11th. The shares were sold at an average price of $51.37, for a total value of $113,014.00. Following the completion of the transaction, the director directly owned 18,999 shares in the company, valued at $975,978.63. The trade was a 10.38% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 121,794 shares of company stock valued at $5,844,301. Company insiders own 1.00% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have weighed in on EQH shares. Wells Fargo & Company boosted their price target on Equitable from $60.00 to $64.00 and gave the stock an “overweight” rating in a research report on Wednesday, August 19th. Mizuho set a $68.00 price objective on Equitable in a report on Thursday, August 6th. Zacks Research upgraded shares of Equitable from a “strong sell” rating to a “hold” rating in a report on Monday, June 29th. Keefe, Bruyette & Woods upped their price target on shares of Equitable from $62.00 to $67.00 and gave the stock an “outperform” rating in a research report on Tuesday, August 11th. Finally, Evercore reiterated an “outperform” rating and issued a $66.00 price target on shares of Equitable in a research note on Thursday, August 20th. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $61.75.

Check Out Our Latest Report on EQH

About Equitable

(Free Report)

Equitable Holdings, Inc is a financial services company that provides retirement, life insurance and wealth management solutions. Its businesses serve individuals, families, employers and institutions through financial professionals and advisory channels.

The company’s principal operations include Equitable, which offers individual life insurance, annuities, retirement plans and employee benefits, and Equitable Advisors, which provides financial planning and investment advice. Equitable Holdings also owns a majority interest in AllianceBernstein, a global investment management firm serving institutional and retail clients.

The company traces its history to 1859, when the Equitable Life Assurance Society of the United States was founded.