Equitable Holdings, Inc.

Equitable Holdings, Inc.

EQH·NYSE

$39.85

-1.7%
Financial ServicesInsurance - Diversified

Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through four segments: Individual Retirement, Group Retirement, Investment Management and Research, and Protection Solutions. The Individual Retirement segment offers a suite of variable annuity products primarily to affluent and high net worth individuals. The Group Retirement segment provides tax-deferred investment and retirement services or products to plans sponsored by educational entities, municipalities, and not-for-profit entities, as well as small and medium-sized businesses. The Investment Management and Research segment offers diversified investment management, research, and related solutions to various clients through institutional, retail, and private wealth management channels; and distributes its institutional research products and solutions. The Protection Solutions segment provides various variable universal life, indexed universal life, and term life products to help affluent and high net worth individuals, as well as small and medium-sized business owners; and a suite of life, short- and long-term disability, dental, and vision insurance products to small and medium-size businesses. The company was formerly known as AXA Equitable Holdings, Inc. and changed its name to Equitable Holdings, Inc. in January 2020. Equitable Holdings, Inc. was founded in 1859 and is based in New York, New York.

At a Glance

Live Snapshot
Market Cap$11.22B
EPS-4.8300
P/E Ratio-8.25
Earnings Date08/04/2026
-0.33%
Return on Invested Capital
-150%
3Y-134.0%
5Y+141.0%
10Y-127.0%
1864.86%
Return on Equity
2162%
3Y+1114.0%
5Y-44926.0%
10Y+16935.0%
-0.43%
Return on Assets
-198%
3Y-151.0%
5Y+84.0%
10Y-175.0%
Equitable Holdings, Inc.

Equitable Holdings, Inc. Management Team

EQH · NYSE
MG

Ms. Gina Tyler

Chief Communications Officer

female
MM

Mr. Michael B. Healy

Chief Information Officer

Born 1968(Age 58)
male
MG

Mr. Glen Gardner

Chief Investment Officer

male
MK

Mr. Kurt Meyers

Chief Legal Officer & Corporate Secretary

male
ME

Mr. Erik James Bass C.F.A.

Chief Strategy Officer & Head of Investor Relations

male
MS

Mr. Seth Perry Bernstein

Head of Asset Management

Compensation

$6,052,148

Born 1961(Age 65)
male
MN

Mr. Nicholas Burritt Lane

President of Equitable, Senior EVice President & Head of Retirement, Wealth Management & Protection Solutions

Compensation

$3,142,250

Born 1974(Age 52)
male
MM

Mr. Mark Pearson

President, Chief Executive Officer & Director

Compensation

$5,827,982

Born 1958(Age 68)
male
MR

Mr. Robin Matthew Raju

Senior Executive Vice President & Chief Financial Officer

Compensation

$3,093,968

Born 1982(Age 44)
male
MJ

Mr. Jeffrey Joy Hurd J.D.

Senior Executive Vice President & Chief Operating Officer

Compensation

$3,485,858

Born 1967(Age 59)
male
MJ

Mr. Jose Ramon Gonzalez Esq.

Senior Executive Vice President, Chief Legal Officer & Corporate Secretary

Born 1967(Age 59)
male
MW

Mr. William James Eckert IV

Senior Vice President, Chief Accounting Officer & Controller

Born 1963(Age 63)
male
eqh

Equitable Holdings, Inc. Insider Positioning

EQH · NYSE

During the last 12 months, insiders have purchased $14K and sold $17.66M worth of EQH shares, resulting in $17.64M of net selling activity.

3 Months

Bought

0

0.00

Sold

166.5K

6.89M

Net Activity

-6.9M

-$6.89M

3-6 Months

Bought

0

0.00

Sold

77.7K

3.62M

Net Activity

-3.6M

-$3.62M

6-9 Months

Bought

103

4.83K

Sold

121.6K

6.13M

Net Activity

-6.1M

-$6.13M

9-12 Months

Bought

179

9.62K

Sold

19.0K

1.01M

Net Activity

-1.0M

-$1.00M

Top Buyers

1
HF

Hondal Francis

Director

282 shares3 transactions

$14K

Top Sellers

1
PM

Pearson Mark

Director, Officer: President And Ceo

235.0K shares11 transactions

$10.55M

2
LN

Lane Nick

Officer: See Remarks

47.2K shares5 transactions

$2.12M

3
HJJ

Hurd Jeffrey J

Officer: Chief Operating Officer

45.6K shares8 transactions

$2.04M

4
RRM

Raju Robin M

Officer: Chief Financial Officer

36.9K shares1 transactions

$1.99M

5
EWJI

Eckert William James Iv

Officer: Chief Accounting Officer

15.6K shares3 transactions

$726K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $17.64M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$6.89M

Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.

SEC Filings

EQH - Filing history and reports

Filing TypeFiling DatePeriod EndingFiscal YearActions
DEF 14A

DEF 14A 2025

N/A

April 04, 2025
May 21, 2025
2025
DEF 14A

DEF 14A 2024

N/A

April 09, 2024
May 22, 2024
2024
DEF 14A

DEF 14A

N/A

April 11, 2023
April 11, 2023
 
DEF 14A

DEF 14A 2022

N/A

April 06, 2022
May 19, 2022
2022
DEF 14A

DEF 14A 2021

N/A

April 07, 2021
May 20, 2021
2021
DEF 14A

DEF 14A 2020

N/A

April 08, 2020
May 20, 2020
2020
DEF 14A

DEF 14A 2019

N/A

April 09, 2019
May 22, 2019
2019
Showing 1 to 7 of 7 filings