Equitable Holdings
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 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
38% more call options, than puts
Call options by funds: $74.3M | Put options by funds: $53.7M
20% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 71
3.84% more ownership
Funds ownership: 93.03% [Q1] → 96.87% (+3.84%) [Q2]
4% more repeat investments, than reductions
Existing positions increased: 220 | Existing positions reduced: 211
1% more funds holding
Funds holding: 571 [Q1] → 576 (+5) [Q2]
4% less capital invested
Capital invested by funds: $17.1B [Q1] → $16.5B (-$619M) [Q2]
11% less funds holding in top 10
Funds holding in top 10: 9 [Q1] → 8 (-1) [Q2]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
|
Wolfe Research
Tracy Benguigui
|
$61
|
Outperform
Initiated
|
16 Sep 2025 |
|
Morgan Stanley
Nigel Dally
|
$67
|
Overweight
Maintained
|
18 Aug 2025 |
|
Wells Fargo
Elyse Greenspan
|
$63
|
Overweight
Maintained
|
8 Aug 2025 |
|
Keefe, Bruyette & Woods
Ryan Krueger
|
$64
|
Outperform
Maintained
|
9 Jul 2025 |
|
JP Morgan
Jimmy Bhullar
|
$65
|
Neutral
Maintained
|
8 Jul 2025 |
Financial journalist opinion
Based on 8 articles about EQH published over the past 30 days
