equitable holdings is a company based out of 1930 w van buren st, phoenix, arizona, united states.
![Equitable logo](/files/LOGO/1333986-EQH.png)
Company profile
Ticker
EQH, EQH+C
Exchange
Website
CEO
Mark Pearson
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
AXA AMERICA HOLDINGS, INC., AXA Equitable Holdings, Inc.
SEC CIK
Corporate docs
Subsidiaries
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
Latest filings (excl ownership)
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
8-K
Submission of Matters to a Vote of Security Holders
22 May 24
10-Q
2024 Q1
Quarterly report
2 May 24
8-K
Equitable Holdings Reports First Quarter 2024 Results
30 Apr 24
ARS
2023 FY
Annual report to shareholders
9 Apr 24
DEFA14A
Additional proxy soliciting materials
9 Apr 24
DEF 14A
Definitive proxy
9 Apr 24
8-K
Equitable Holdings Reports Full Year and Fourth Quarter 2023 Results
6 Feb 24
Transcripts
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
EQH
Earnings call transcript
2022 Q3
3 Nov 22
EQH
Earnings call transcript
2022 Q2
6 Aug 22
Latest ownership filings
4
JEFFREY J HURD
17 Jul 24
4
JEFFREY J HURD
17 Jun 24
144
Notice of proposed sale of securities
14 Jun 24
4
Mark Pearson
11 Jun 24
4
Robin M Raju
11 Jun 24
4
Nick Lane
11 Jun 24
4
JEFFREY J HURD
11 Jun 24
4
SETH P BERNSTEIN
11 Jun 24
4
William James IV Eckert
11 Jun 24
4
Jose Ramon Gonzalez
11 Jun 24
Financial summary
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Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Institutional ownership, Q1 2024
88.3% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 419 |
Opened positions | 148 |
Closed positions | 47 |
Increased positions | 92 |
Reduced positions | 135 |
13F shares | Current |
---|---|
Total value | 9.59 tn |
Total shares | 287.03 mm |
Total puts | 13.50 k |
Total calls | 190.60 k |
Total put/call ratio | 0.1 |
Largest owners | Shares | Value |
---|---|---|
Vanguard | 37.43 mm | $1.42 tn |
BLK Blackrock | 32.03 mm | $1.22 tn |
T. Rowe Price | 25.77 mm | $979.58 mm |
Pzena Investment Management | 25.32 mm | $962.44 bn |
Canada Pension Plan Investment Board | 18.80 mm | $714.77 bn |
STT State Street | 13.25 mm | $503.46 bn |
Massachusetts Financial Services | 9.50 mm | $361.24 bn |
IVZ Invesco | 7.76 mm | $294.77 bn |
Wellington Management | 7.38 mm | $280.53 bn |
HBCYF HSBC | 7.32 mm | $278.20 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
15 Jul 24 | Jeffrey J Hurd | Common Stock | Sell | Dispose S | No | Yes | 43.0925 | 9,969 | 429.59 k | 111,551.84 |
14 Jun 24 | Jeffrey J Hurd | Common Stock | Sell | Dispose S | No | Yes | 39.622 | 9,969 | 394.99 k | 121,520.84 |
10 Jun 24 | Mark Pearson | Common Stock | Grant | Acquire A | No | No | 0 | 1,600.74 | 0.00 | 686,864.49 |
10 Jun 24 | Robin M Raju | Common Stock | Grant | Acquire A | No | No | 0 | 354.61 | 0.00 | 120,678.49 |
10 Jun 24 | Nick Lane | Common Stock | Grant | Acquire A | No | No | 0 | 380 | 0.00 | 160,899.16 |
News
Citigroup Maintains Buy on Equitable Hldgs, Raises Price Target to $53
23 Jul 24
Morgan Stanley Maintains Overweight on Equitable Hldgs, Raises Price Target to $46
10 Jul 24
Forecasting The Future: 11 Analyst Projections For Equitable Hldgs
8 Jul 24
Keefe, Bruyette & Woods Maintains Market Perform on Equitable Hldgs, Raises Price Target to $44
8 Jul 24
Beyond The Numbers: 9 Analysts Discuss Equitable Hldgs Stock
18 Jun 24
Press releases
Equitable Holdings Declares Common and Preferred Stock Dividends
26 Jul 24
Equitable Holdings Announces Pricing Terms of Cash Tender Offer for Certain of its Debt Securities
17 Jun 24
Equitable Holdings Announces Early Results and Upsizing of Cash Tender Offer of Its Debt Securities
17 Jun 24
Equitable Enhances Corporate Endowment Solutions Platform
6 Jun 24
Equitable Holdings Announces Cash Tender Offer for Up to $500 Million Aggregate Purchase Price of Its Debt Securities
3 Jun 24