Rep. Lisa C. McClain Sells Equitable Holdings, Inc. (NYSE:EQH) Stock

Representative Lisa C. McClain (R-Michigan) recently sold shares of Equitable Holdings, Inc. (NYSE:EQH). In a filing disclosed on August 13th, the Representative disclosed that they had sold between $1,001 and $15,000 in Equitable stock on July 16th. The trade occurred in the Representative’s “CHARLES SCHWAB BROKERAGE ACCOUNT 924” account.

Representative Lisa C. McClain also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Autoliv (NYSE:ALV) on 8/4/2025.
• Sold $1,001 – $15,000 in shares of Amazon.com (NASDAQ:AMZN) on 8/4/2025.
• Sold $1,001 – $15,000 in shares of Applied Materials (NASDAQ:AMAT) on 8/4/2025.
• Sold $1,001 – $15,000 in shares of Arthur J. Gallagher & Co. (NYSE:AJG) on 8/4/2025.
• Sold $1,001 – $15,000 in shares of SAP (NYSE:SAP) on 7/22/2025.
• Purchased $1,001 – $15,000 in shares of XPO (NYSE:XPO) on 7/22/2025.
• Purchased $1,001 – $15,000 in shares of Lithia Motors (NYSE:LAD) on 7/22/2025.
• Sold $1,001 – $15,000 in shares of Sanofi (NASDAQ:SNY) on 7/22/2025.
• Sold $1,001 – $15,000 in shares of Waters (NYSE:WAT) on 7/22/2025.
• Purchased $1,001 – $15,000 in shares of Group 1 Automotive (NYSE:GPI) on 7/22/2025.

Equitable Stock Down 1.5%

Shares of EQH opened at $53.84 on Monday. The firm has a market cap of $16.13 billion, a PE ratio of 43.42 and a beta of 1.14. The company’s fifty day moving average is $53.22 and its two-hundred day moving average is $52.14. Equitable Holdings, Inc. has a fifty-two week low of $37.99 and a fifty-two week high of $56.61. The company has a quick ratio of 0.14, a current ratio of 0.14 and a debt-to-equity ratio of 4.94.

Equitable Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, August 12th. Shareholders of record on Tuesday, August 5th were paid a $0.27 dividend. This represents a $1.08 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend was Tuesday, August 5th. Equitable’s payout ratio is presently 87.10%.

Analyst Ratings Changes

A number of equities analysts have weighed in on the stock. UBS Group decreased their price target on shares of Equitable from $77.00 to $75.00 and set a “buy” rating on the stock in a report on Tuesday, May 27th. JPMorgan Chase & Co. lifted their price target on shares of Equitable from $55.00 to $65.00 and gave the company a “neutral” rating in a report on Tuesday, July 8th. Evercore ISI decreased their price target on shares of Equitable from $69.00 to $64.00 and set an “outperform” rating on the stock in a report on Thursday, May 1st. Keefe, Bruyette & Woods lifted their price target on shares of Equitable from $63.00 to $64.00 and gave the company an “outperform” rating in a report on Wednesday, July 9th. Finally, Wells Fargo & Company decreased their price target on shares of Equitable from $66.00 to $63.00 and set an “overweight” rating on the stock in a report on Friday, August 8th. One investment analyst has rated the stock with a hold rating and nine have given a buy rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $65.00.

Hedge Funds Weigh In On Equitable

Several hedge funds and other institutional investors have recently made changes to their positions in the business. MV Capital Management Inc. purchased a new stake in Equitable during the 1st quarter worth $26,000. WPG Advisers LLC purchased a new stake in Equitable during the 1st quarter worth $27,000. True Wealth Design LLC increased its stake in Equitable by 592.6% during the 2nd quarter. True Wealth Design LLC now owns 561 shares of the company’s stock worth $31,000 after buying an additional 480 shares during the period. Bessemer Group Inc. increased its stake in Equitable by 111.2% during the 4th quarter. Bessemer Group Inc. now owns 678 shares of the company’s stock worth $32,000 after buying an additional 357 shares during the period. Finally, Orion Capital Management LLC purchased a new stake in Equitable during the 1st quarter worth $33,000. Institutional investors and hedge funds own 92.70% of the company’s stock.

Insider Buying and Selling at Equitable

In related news, CEO Mark Pearson sold 30,000 shares of Equitable stock in a transaction on Tuesday, July 15th. The shares were sold at an average price of $52.22, for a total transaction of $1,566,600.00. Following the sale, the chief executive officer owned 714,367 shares of the company’s stock, valued at $37,304,244.74. The trade was a 4.03% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CAO William James Iv Eckert sold 4,000 shares of Equitable stock in a transaction on Friday, June 20th. The stock was sold at an average price of $53.09, for a total transaction of $212,360.00. Following the sale, the chief accounting officer directly owned 19,827 shares in the company, valued at $1,052,615.43. This trade represents a 16.79% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 94,000 shares of company stock worth $4,940,960 in the last ninety days. 1.10% of the stock is currently owned by insiders.

About Representative McClain

Lisa McClain (Republican Party) is a member of the U.S. House, representing Michigan’s 9th Congressional District. She assumed office on January 3, 2023. Her current term ends on January 3, 2027.

McClain (Republican Party) is running for re-election to the U.S. House to represent Michigan’s 9th Congressional District. She declared candidacy for the 2026 election.

Lisa McClain lives in Romeo, Michigan. McClain earned a bachelor’s degree in business administration from Northwood University. Her career experience includes founding and working as the president of North End Support Team.

About Equitable

Equitable Holdings, Inc, together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through six segments: Individual Retirement, Group Retirement, Investment Management and Research, Protection Solutions, Wealth Management, and Legacy.