Equitable Holdings, Inc. $EQH Stock Position Lessened by New York State Teachers Retirement System

Key Points

• New York State Teachers Retirement System trimmed its stake by 28.2%, selling 52,071 EQH shares in Q4 and leaving 132,325 shares valued at about $6.31M; institutional investors own roughly 92.7% of the stock.
• Q1 results slightly beat estimates (EPS $1.62 vs. $1.60; revenue $4.23B vs. $3.95B) but revenue fell ~7.6% year‑over‑year and the company reported a negative net margin, signaling mixed fundamentals.
• Board authorized a $1.0 billion share buyback, allowing repurchase of up to 7.7% of outstanding shares; Equitable also pays a $0.27 quarterly dividend (about a 2.5% yield).

New York State Teachers Retirement System trimmed its holdings in shares of Equitable Holdings, Inc. (NYSE:EQH - Free Report) by 28.2% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 132,325 shares of the company's stock after selling 52,071 shares during the period. New York State Teachers Retirement System's holdings in Equitable were worth $6,305,000 at the end of the most recent reporting period.

Several other institutional investors have also bought and sold shares of EQH. State of New Jersey Common Pension Fund D increased its stake in Equitable by 2.4% during the 4th quarter. State of New Jersey Common Pension Fund D now owns 99,606 shares of the company's stock valued at $4,746,000 after buying an additional 2,323 shares during the period. Four Tree Island Advisory LLC lifted its stake in shares of Equitable by 0.9% in the 4th quarter. Four Tree Island Advisory LLC now owns 361,579 shares of the company's stock worth $17,229,000 after acquiring an additional 3,110 shares during the period. Vest Financial LLC boosted its holdings in shares of Equitable by 6.5% in the fourth quarter. Vest Financial LLC now owns 236,225 shares of the company's stock valued at $11,256,000 after acquiring an additional 14,487 shares in the last quarter. Torren Management LLC bought a new position in shares of Equitable in the fourth quarter valued at approximately $81,000. Finally, R Squared Ltd acquired a new position in shares of Equitable during the fourth quarter valued at approximately $248,000. Institutional investors and hedge funds own 92.70% of the company's stock.

Equitable Trading Up 6.1%

Shares of NYSE:EQH opened at $44.04 on Wednesday. The company has a debt-to-equity ratio of 16.42, a quick ratio of 0.13 and a current ratio of 0.13. The stock has a market capitalization of $12.40 billion, a price-to-earnings ratio of -15.51, a PEG ratio of 0.40 and a beta of 1.13. Equitable Holdings, Inc. has a 1-year low of $35.19 and a 1-year high of $56.61. The company has a 50 day moving average price of $39.39 and a 200 day moving average price of $44.07.

Equitable (NYSE:EQH - Get Free Report) last posted its quarterly earnings results on Monday, May 4th. The company reported $1.62 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.60 by $0.02. Equitable had a positive return on equity of 233.93% and a negative net margin of 7.26%.The company had revenue of $4.23 billion for the quarter, compared to analysts' expectations of $3.95 billion. During the same quarter in the prior year, the company earned $1.35 earnings per share. The firm's revenue was down 7.6% on a year-over-year basis. On average, research analysts anticipate that Equitable Holdings, Inc. will post 7.22 EPS for the current fiscal year.

Equitable Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Wednesday, March 11th. Stockholders of record on Wednesday, March 4th were given a dividend of $0.27 per share. The ex-dividend date of this dividend was Wednesday, March 4th. This represents a $1.08 dividend on an annualized basis and a dividend yield of 2.5%. Equitable's payout ratio is -22.41%.

Equitable announced that its board has initiated a share buyback plan on Wednesday, February 11th that permits the company to buyback $1.00 billion in outstanding shares. This buyback authorization permits the company to reacquire up to 7.7% of its stock through open market purchases. Stock buyback plans are usually a sign that the company's board of directors believes its shares are undervalued.

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on EQH. Keefe, Bruyette & Woods cut their target price on Equitable from $53.00 to $51.00 and set an "outperform" rating for the company in a research report on Friday, April 10th. Wells Fargo & Company lowered their price target on Equitable from $57.00 to $56.00 and set an "overweight" rating on the stock in a research report on Friday, April 10th. Weiss Ratings downgraded Equitable from a "hold (c-)" rating to a "sell (d+)" rating in a research note on Monday, March 2nd. Wall Street Zen upgraded Equitable from a "sell" rating to a "hold" rating in a report on Saturday, February 28th. Finally, Zacks Research cut Equitable from a "hold" rating to a "strong sell" rating in a research note on Thursday, January 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and two have given a Sell rating to the company's stock. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and an average price target of $57.00.

Insider Activity

In other news, CEO Mark Pearson sold 39,700 shares of the company's stock in a transaction on Monday, April 20th. The stock was sold at an average price of $41.63, for a total transaction of $1,652,711.00. Following the completion of the sale, the chief executive officer directly owned 789,183 shares of the company's stock, valued at $32,853,688.29. This represents a 4.79% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Jeffrey J. Hurd sold 14,358 shares of the stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $40.58, for a total value of $582,647.64. Following the completion of the transaction, the chief operating officer owned 84,403 shares of the company's stock, valued at $3,425,073.74. This trade represents a 14.54% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 128,116 shares of company stock valued at $5,205,010 over the last three months. Insiders own 1.10% of the company's stock.

Equitable News Summary

Here are the key news stories impacting Equitable this week:

• Positive Sentiment: Q1 earnings slightly beat expectations — EPS $1.62 vs. consensus $1.60 and revenue of ~$4.23B topped estimates (~$3.95B), giving traders a near‑term catalyst. Equitable Holdings, Inc. (EQH) Q1 Earnings Surpass Estimates
• Positive Sentiment: Street sentiment appears supportive — coverage pieces list EQH among bullish financial stocks, which can attract buyer interest. Analysts Are Bullish on These Financial Stocks: Robinhood (HOOD), Equitable Holdings (EQH)
• Neutral Sentiment: Management commentary and the full earnings transcript are available for investors to parse for forward guidance, capital allocation and integration plans. Market reaction may hinge on details from the call. Equitable Holdings, Inc. (EQH) Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Analysts and deep‑dive pieces flag the CoreBridge merger as a structural growth story that “reshapes” EQH’s outlook; that’s longer‑term positive but creates near‑term uncertainty while integration proceeds. EQH Q1 deep dive: Merger with CoreBridge reshapes growth outlook amid mixed results
• Negative Sentiment: Underlying fundamentals were mixed — revenue declined ~7.6% year‑over‑year and the company reported a negative net margin (~‑11.8%), which suggests earnings quality and profitability remain concerns for some investors. Equitable Holdings (EQH) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates

Equitable Profile

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.

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