Robeco Institutional Asset Management B.V. Sells 578,166 Shares of Equitable Holdings, Inc. $EQH

Key Points

• Robeco trims stake: Robeco Institutional Asset Management cut its Equitable position by 30.3% in Q4, selling 578,166 shares and now holds 1,331,610 shares (about 0.46% of the company, valued at ~$63.45M).
• $1.0 billion buyback and dividend: Equitable's board authorized up to $1.0 billion in share repurchases (≈7.7% of outstanding stock) and the company pays a quarterly dividend of $0.27 (annualized $1.08, ~2.9% yield).
• Insider selling activity: CEO Mark Pearson sold 39,700 shares and COO Jeffrey Hurd sold 14,358 shares recently, with insiders selling 139,161 shares in the last 90 days; insiders currently own 1.10% of the stock.

Robeco Institutional Asset Management B.V. cut its holdings in shares of Equitable Holdings, Inc. (NYSE:EQH - Free Report) by 30.3% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,331,610 shares of the company's stock after selling 578,166 shares during the quarter. Robeco Institutional Asset Management B.V. owned approximately 0.46% of Equitable worth $63,451,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Wilmington Savings Fund Society FSB lifted its position in Equitable by 11.7% during the 3rd 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 in the last quarter. First National Advisers LLC lifted its position in Equitable by 0.7% during the 3rd quarter. First National Advisers LLC now owns 52,893 shares of the company's stock worth $2,686,000 after buying an additional 376 shares in the last quarter. Rothschild Investment LLC lifted its position in Equitable by 4.5% during the 3rd quarter. Rothschild Investment LLC now owns 9,114 shares of the company's stock worth $463,000 after buying an additional 389 shares in the last quarter. Orion Porfolio Solutions LLC lifted its position in Equitable by 1.2% during the 3rd quarter. Orion Porfolio Solutions LLC now owns 33,093 shares of the company's stock worth $1,680,000 after buying an additional 389 shares in the last quarter. Finally, Fjarde AP Fonden Fourth Swedish National Pension Fund lifted its position in Equitable by 0.9% during the 3rd quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund now owns 43,797 shares of the company's stock worth $2,224,000 after buying an additional 400 shares in the last quarter. 92.70% of the stock is owned by institutional investors.

Insider Activity at Equitable

In related news, CEO Mark Pearson sold 39,700 shares of the company's stock in a transaction dated Tuesday, January 20th. The shares were sold at an average price of $46.20, for a total value of $1,834,140.00. Following the transaction, the chief executive officer owned 652,945 shares in the company, valued at approximately $30,166,059. This represents a 5.73% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, COO Jeffrey J. Hurd sold 14,358 shares of the company's stock in a transaction dated Wednesday, April 8th. The shares were sold at an average price of $40.04, for a total transaction of $574,894.32. Following the completion of the transaction, the chief operating officer owned 89,403 shares in the company, valued at approximately $3,579,696.12. This trade represents a 13.84% 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. In the last 90 days, insiders have sold 139,161 shares of company stock worth $6,096,913. Insiders own 1.10% of the company's stock.

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on EQH shares. Keefe, Bruyette & Woods dropped their target price on shares of Equitable from $53.00 to $51.00 and set an "outperform" rating on the stock in a report on Friday. Weiss Ratings cut shares of Equitable from a "hold (c-)" rating to a "sell (d+)" rating in a report on Monday, March 2nd. Raymond James Financial set a $60.00 target price on shares of Equitable in a report on Monday, January 5th. Morgan Stanley dropped their target price on shares of Equitable from $59.00 to $54.00 and set an "overweight" rating on the stock in a report on Tuesday, March 3rd. Finally, Zacks Research cut shares of Equitable from a "hold" rating to a "strong sell" rating in a report on Thursday, January 22nd. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and two have assigned a Sell rating to the company's stock. According to MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average target price of $57.73.

Key Headlines Impacting Equitable

Here are the key news stories impacting Equitable this week:

• Positive Sentiment: Board-approved $1.0 billion share buyback (up to ~7.7% of shares) provides balance‑sheet support and buyback-driven EPS/capital return optionality. MarketBeat EQH Company Page
• Positive Sentiment: Quarterly dividend of $0.27 (annualized $1.08, ~2.8% yield) remains in place, offering income support for shareholders. MarketBeat Dividend Report
• Positive Sentiment: Despite recent trims, the analyst consensus remains largely positive (many Buy/Outperform ratings and a consensus target near the mid‑$50s), implying continued upside from current levels. MarketBeat Analyst Coverage
• Neutral Sentiment: UBS cut its price target from $66 to $58 but kept a “buy” rating — the target still implies sizable upside vs. the current price. UBS PT Lowered to $58 (AmericanBankingNews)
• Neutral Sentiment: Wells Fargo trimmed its target to $56 and Keefe, Bruyette & Woods lowered theirs to $51, yet both maintain overweight/outperform stances — these trims reduce upside expectations slightly but are not full downgrades. Benzinga: Wells Fargo & KBW Coverage TickerReport: KBW PT Lowered
• Negative Sentiment: Insider selling: CEO/COO-level insiders (Nick Lane and Jeffrey Hurd) sold shares under pre-arranged 10b5‑1 plans (combined disclosed sales on/around April 8), which can sap near‑term sentiment despite being pre-planned. InsiderTrades: EQH Insider Sales

Equitable Stock Up 0.2%

Shares of EQH stock opened at $37.50 on Monday. Equitable Holdings, Inc. has a 52-week low of $35.19 and a 52-week high of $56.61. The stock has a market cap of $10.51 billion, a price-to-earnings ratio of -7.78, a PEG ratio of 0.35 and a beta of 1.11. The firm's 50-day moving average is $40.42 and its 200-day moving average is $45.02. The company has a debt-to-equity ratio of 16.42, a quick ratio of 0.13 and a current ratio of 0.13.

Equitable declared that its Board of Directors has approved a share buyback plan on Wednesday, February 11th that authorizes the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization authorizes the company to reacquire up to 7.7% of its stock through open market purchases. Stock repurchase plans are often an indication that the company's board believes its shares are undervalued.

Equitable Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Wednesday, March 11th. Investors of record on Wednesday, March 4th were paid a $0.27 dividend. The ex-dividend date was Wednesday, March 4th. This represents a $1.08 dividend on an annualized basis and a yield of 2.9%. Equitable's dividend payout ratio is -22.41%.

About Equitable

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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