BI Asset Management Fondsmaeglerselskab A S Has $8.65 Million Stock Holdings in Equitable Holdings, Inc. $EQH

BI Asset Management Fondsmaeglerselskab A S boosted its position in shares of Equitable Holdings, Inc. (NYSE:EQH) by 84.7% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 170,286 shares of the company’s stock after purchasing an additional 78,104 shares during the period. BI Asset Management Fondsmaeglerselskab A S owned 0.06% of Equitable worth $8,647,000 at the end of the most recent reporting period.

Several other hedge funds also recently bought and sold shares of the company. Envestnet Asset Management Inc. grew its stake in shares of Equitable by 23.8% in the 3rd quarter. Envestnet Asset Management Inc. now owns 386,333 shares of the company’s stock valued at $19,618,000 after buying an additional 74,312 shares in the last quarter. Hantz Financial Services Inc. lifted its stake in Equitable by 47.7% in the third quarter. Hantz Financial Services Inc. now owns 3,714 shares of the company’s stock valued at $189,000 after acquiring an additional 1,199 shares during the last quarter. Callan Family Office LLC grew its position in Equitable by 11.1% in the third quarter. Callan Family Office LLC now owns 5,070 shares of the company’s stock worth $257,000 after acquiring an additional 506 shares in the last quarter. Atlantic Union Bankshares Corp acquired a new position in shares of Equitable during the 3rd quarter worth $1,684,000. Finally, AGF Management Ltd. raised its holdings in shares of Equitable by 16.1% during the 3rd quarter. AGF Management Ltd. now owns 27,479 shares of the company’s stock valued at $1,395,000 after purchasing an additional 3,802 shares in the last quarter. 92.70% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of brokerages recently issued reports on EQH. Barclays decreased their price objective on shares of Equitable from $58.00 to $57.00 and set an “overweight” rating for the company in a report on Wednesday. Wall Street Zen lowered Equitable from a “hold” rating to a “sell” rating in a report on Sunday, November 16th. Keefe, Bruyette & Woods raised their price objective on Equitable from $64.00 to $65.00 and gave the company an “outperform” rating in a research note on Thursday, October 9th. BMO Capital Markets reaffirmed an “outperform” rating on shares of Equitable in a research report on Wednesday, December 17th. Finally, Mizuho set a $65.00 price target on Equitable in a report on Wednesday, January 14th. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $62.23.

Equitable Stock Performance

EQH opened at $43.34 on Friday. The company has a quick ratio of 0.13, a current ratio of 0.13 and a debt-to-equity ratio of 11.87. The stock’s 50 day moving average price is $47.09 and its two-hundred day moving average price is $49.22. The firm has a market capitalization of $12.42 billion, a P/E ratio of -8.99, a price-to-earnings-growth ratio of 0.34 and a beta of 1.12. Equitable Holdings, Inc. has a 12-month low of $41.39 and a 12-month high of $56.61.

Equitable (NYSE:EQH) last posted its quarterly earnings data on Tuesday, November 4th. The company reported $1.48 earnings per share for the quarter, missing the consensus estimate of $1.59 by ($0.11). The business had revenue of $1.45 billion during the quarter, compared to the consensus estimate of $3.65 billion. Equitable had a negative net margin of 11.83% and a positive return on equity of 114.77%. The firm’s revenue was down 52.8% compared to the same quarter last year. During the same period in the prior year, the company posted $1.58 earnings per share. On average, equities analysts forecast that Equitable Holdings, Inc. will post 7.33 earnings per share for the current year.

Equitable Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Monday, December 1st. Stockholders of record on Monday, November 24th were given a dividend of $0.27 per share. The ex-dividend date of this dividend was Monday, November 24th. This represents a $1.08 dividend on an annualized basis and a dividend yield of 2.5%. Equitable’s dividend payout ratio is currently -22.41%.

Equitable News Roundup

Here are the key news stories impacting Equitable this week:

• Positive Sentiment: JPMorgan trimmed its price target to $58 from $60 but maintained an “overweight” rating, implying substantial upside from current levels — a supportive signal from a major sell‑side firm. Benzinga
• Positive Sentiment: Zacks reported EQH’s Q4 EPS slightly beat its consensus (reported 1.76 vs. Zacks’ 1.75), which can help undercut fears of a bigger earnings miss. EQH Q4 Earnings Beat (Zacks)
• Neutral Sentiment: Earnings call transcript is available for investors who want details on management commentary, capital plans and outlook — useful for assessing forward guidance and reserves. EQH Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Company slide deck / results presentation posted — review slides for segment detail, capital deployment and any one‑time items that affected revenue or margins. EQH Q4 Results Presentation
• Negative Sentiment: MarketBeat and the company release show revenue missed estimates (reported ~$3.28B vs. ~ $4.03B expectation in some reports) and revenue declined year‑over‑year, which weighs on growth narrative and pushed sellers to reprice the stock. EQH Q4 Results (MarketBeat)
• Negative Sentiment: Zacks’ metrics comparison and other coverage highlight key metric misses and mixed top‑line trends that may keep sentiment pressured until clearer signs of revenue stabilization appear. Compared to Estimates (Zacks)

Insider Activity at Equitable

In related news, CAO William James Iv Eckert sold 4,300 shares of Equitable stock in a transaction dated Wednesday, December 10th. The stock was sold at an average price of $47.27, for a total transaction of $203,261.00. Following the sale, the chief accounting officer directly owned 15,625 shares of the company’s stock, valued at $738,593.75. This trade represents a 21.58% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, COO Jeffrey J. Hurd sold 6,790 shares of the business’s stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $47.65, for a total value of $323,543.50. Following the transaction, the chief operating officer owned 55,023 shares in the company, valued at $2,621,845.95. This represents a 10.98% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 203,770 shares of company stock worth $9,462,206 in the last three months. Corporate insiders own 1.10% of the company’s stock.

Equitable Profile

Equitable Holdings, Inc (NYSE: EQH) is a leading provider of life insurance, annuities and retirement plan services in the United States. Through its insurance subsidiary, AXA Equitable Life Insurance Company, the firm offers a broad range of permanent and term life insurance products designed to help individuals and families manage risk and build wealth. In addition, Equitable provides fixed, variable and indexed annuity solutions to support income planning in retirement, as well as a suite of group retirement and pension plan services for employers and plan sponsors.

The company also maintains an asset management arm that delivers investment strategies across equities, fixed income and alternative asset classes for both retail and institutional clients.