Equitable (EQH)

Alpha Units Holdings, Inc. • AllianceBernstein Corporation • CS Life Re Company • Alpha Units Holdings • 787 Holdings, LLC • 1285 Holdings, LLC • AXA Strategic Ventures US, LLC • Equitable Financial Services, LLC • Equitable Investment Management, LLC • EQ AZ Life Re Company ...

EQH stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$60.00

Low target

$53.00

High target

$70.00

Keefe, Bruyette & Woods

Latest filings (excl ownership)

View all

8-K

Departure of Directors or Certain Officers

5 Nov 24

Equitable Holdings Reports Third Quarter 2024 Results

4 Nov 24

EFFECT

Notice of effectiveness

1 Aug 24

Equitable Holdings Reports Second Quarter 2024 Results

30 Jul 24

8-K

Entry into a Material Definitive Agreement

25 Jun 24

8-K

Equitable Holdings Announces Early Results and Upsizing of Cash Tender Offer of its Debt Securities

17 Jun 24

8-K

Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant

11 Jun 24

Transcripts

View all

EQH

Earnings call transcript

2024 Q3

5 Nov 24

EQH

Earnings call transcript

2024 Q2

31 Jul 24

EQH

Earnings call transcript

2024 Q1

1 May 24

EQH

Earnings call transcript

2023 Q4

7 Feb 24

EQH

Earnings call transcript

2023 Q3

1 Nov 23

EQH

Earnings call transcript

2023 Q2

3 Aug 23

EQH

Earnings call transcript

2023 Q2

3 Aug 23

EQH

Earnings call transcript

2023 Q1

4 May 23

EQH

Earnings call transcript

2023 Q1

4 May 23

EQH

Earnings call transcript

2022 Q4

9 Feb 23

Latest ownership filings

View all

Notice of proposed sale of securities

15 Jan 25

144

Notice of proposed sale of securities

23 Dec 24

William James IV Eckert

23 Dec 24

Nick Lane

19 Dec 24

ALLIANCEBERNSTEIN HOLDING L.P.

19 Dec 24

ALLIANCEBERNSTEIN L.P.

19 Dec 24

144

Notice of proposed sale of securities

18 Dec 24

Financial summary

Financial statements Chart EQH financial data

Quarter (USD)	Sep 24	Jun 24	Mar 24	Sep 23
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 22	Dec 21	Dec 20	Dec 19
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	9.58 bn	9.58 bn	9.58 bn	9.58 bn	9.58 bn	9.58 bn
Cash burn (monthly)	35.00 mm	(no burn)	4.67 mm	(no burn)	(no burn)	(no burn)
Cash used (since last report)	140.78 mm	n/a	18.77 mm	n/a	n/a	n/a
Cash remaining	9.44 bn	n/a	9.56 bn	n/a	n/a	n/a
Runway (months of cash)	269.7	n/a	2048.6	n/a	n/a	n/a

Beta Read what these cash burn values mean

Financial data from Equitable earnings reports.

Institutional ownership, Q3 2024

EQH institutional ownership history Ownership history

94.5% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	496	481	+3.1%
Opened positions	64	105	-39.0%
Closed positions	49	53	-7.5%
Increased positions	205	145	+41.4%
Reduced positions	151	170	-11.2%

13F shares	Current	Prev Q	Change
Total value	10.50 tn	11.16 tn	-5.9%
Total shares	295.96 mm	305.91 mm	-3.3%
Total puts	195.40 k	35.36 k	+452.5%
Total calls	111.20 k	78.30 k	+42.0%
Total put/call ratio	1.8	0.5	+289.1%

Largest owners	Shares	Value	Change
Vanguard	36.24 mm	$1.52 tn	-0.3%
BlackRock	30.95 mm	$1.30 tn	NEW
T. Rowe Price	20.74 mm	$871.82 mm	-1.6%
Canada Pension Plan Investment Board	18.95 mm	$796.56 bn	+1.6%
Pzena Investment Management	16.43 mm	$690.64 bn	-11.9%
Norges Bank	14.75 mm	$634.96 mm	-4.5%
STT State Street	12.98 mm	$545.42 bn	+2.7%
IVZ Invesco	7.73 mm	$325.06 bn	+6.7%
First Trust Advisors	7.47 mm	$313.76 bn	+13.6%
Conifer Management, L.L.C.	6.00 mm	$252.18 bn	0.0%

Largest transactions	Shares	Bought/sold	Change
BlackRock	30.95 mm	+30.95 mm	NEW
BLK BlackRock	0.00	-26.33 mm	EXIT
HBCYF HSBC	2.43 mm	-4.41 mm	-64.4%
Viking Global Investors	3.05 mm	-2.81 mm	-47.9%
ZFSVF Zurich Insurance	0.00	-2.70 mm	EXIT
Pzena Investment Management	16.43 mm	-2.21 mm	-11.9%
GS The Goldman Sachs Group, Inc.	1.63 mm	-1.76 mm	-51.9%
Acadian Asset Management	4.90 mm	+1.73 mm	+54.7%
PFG Principal Financial	278.00 k	-1.69 mm	-85.9%
Alyeska Investment	521.84 k	-1.56 mm	-75.0%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

EQH insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
15 Jan 25	Jeffrey J Hurd	Common Stock	Sell	Dispose S	No	Yes	54.6471	6,666	364.28 k	92,209.49
15 Jan 25	Nick Lane	Common Stock	Sell	Dispose S	No	Yes	51.6437	5,000	258.22 k	121,629
15 Jan 25	Nick Lane	Common Stock	Sell	Dispose S	No	Yes	52.0175	396	20.60 k	126,629
15 Jan 25	Nick Lane	Common Stock	Sell	Dispose S	No	Yes	51.644	19,604	1.01 mm	127,025
15 Jan 25	Nick Lane	Common Stock	Option exercise	Acquire M	No	Yes	23.18	5,000	115.90 k	146,629
15 Jan 25	Nick Lane	Employee Stock Option Common Stock	Option exercise	Dispose M	No	Yes	23.18	5,000	115.90 k	74,417
15 Jan 25	Mark Pearson	Common Stock	Sell	Dispose S	No	Yes	51.6537	20,000	1.03 mm	629,938.97
15 Jan 25	Mark Pearson	Common Stock	Sell	Dispose S	No	Yes	52.0344	123	6.40 k	649,938.97
15 Jan 25	Mark Pearson	Common Stock	Sell	Dispose S	No	Yes	51.6509	9,877	510.16 k	650,061.97
15 Jan 25	Mark Pearson	Common Stock	Option exercise	Acquire M	No	Yes	23.18	11,266	261.15 k	659,938.97