Equitable Holdings (EQH)

• Market cap: $16.3B
• 1 day: 4.67%
• 5 days: 8.28%
• 1 month: 13.76%
• 3 months: 0.17%
• 6 months: 10.69%
• Year to date: 12.80%
• 1 year: 33.32%
• 5 years: 227.28%
• 10 years: 164.21%
• Sector: Financials
• Industry: Asset Management

About: Equitable Holdings Inc is a financial services company in the U.S. The company provides variable annuities, tax-deferred investment and retirement plans, employee benefits, and protection solutions for individuals, families, and small businesses. Its business segments include Individual Retirement, Group Retirement, Asset Management, Protection Solutions, Wealth Management, and Legacy. It generates the majority of its revenue from the Asset Management segment which provides diversified investment management and related solutions globally to a broad range of clients through three main client channels - Institutional, Retail, and Private Wealth.

Employees: 8,000

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

86% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 44

19% more capital invested

Capital invested by funds: $11.9B [Q3] → $14.2B (+$2.28B) [Q4]

6.59% more ownership

Funds ownership: 89.28% [Q3] → 95.88% (+6.59%) [Q4]

5% more funds holding

Funds holding: 496 [Q3] → 523 (+27) [Q4]

5% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 195

20% less funds holding in top 10

Funds holding in top 10: 10 [Q3] → 8 (-2) [Q4]

58% less call options, than puts

Call options by funds: $4.7M | Put options by funds: $11.2M

Research analyst outlook

7 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $55 2% upside
• Avg. target: $64 20% upside
• High target: $77 43% upside

7 analyst ratings

• positive: 6 86%
• neutral: 1 14%
• negative: 0 0%

Keefe, Bruyette & Woods Ryan Krueger 64% 1-year accuracy 14 / 22 met price target	17% upside $63	Outperform Maintained	7 May 2025
Wells Fargo Elyse Greenspan 65% 1-year accuracy 73 / 112 met price target	14% upside $61	Overweight Maintained	1 May 2025
Evercore ISI Group Thomas Gallagher 50% 1-year accuracy 5 / 10 met price target	19% upside $64	Outperform Maintained	1 May 2025
Morgan Stanley Nigel Dally 64% 1-year accuracy 7 / 11 met price target	8% upside $58	Overweight Maintained	10 Apr 2025
JP Morgan Jimmy Bhullar 57% 1-year accuracy 20 / 35 met price target	2% upside $55	Neutral Maintained	2 Apr 2025