DOWLING & PARTN Predicts Stronger Earnings for Equitable

Equitable Holdings, Inc. (NYSE:EQH) – Analysts at DOWLING & PARTN upped their FY2026 earnings estimates for shares of Equitable in a research note issued to investors on Monday, July 13th. DOWLING & PARTN analyst J. Hurwitz now forecasts that the company will earn $7.15 per share for the year, up from their prior estimate of $7.00. The consensus estimate for Equitable’s current full-year earnings is $7.12 per share. DOWLING & PARTN also issued estimates for Equitable’s FY2027 earnings at $8.80 EPS and FY2028 earnings at $10.40 EPS.

EQH has been the topic of a number of other research reports. Jefferies Financial Group lifted their target price on Equitable from $64.00 to $66.00 and gave the company a “buy” rating in a research report on Friday, July 10th. Zacks Research raised Equitable from a “strong sell” rating to a “hold” rating in a research report on Monday, June 29th. Weiss Ratings raised shares of Equitable from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Tuesday. Mizuho lifted their price objective on shares of Equitable from $61.00 to $62.00 and gave the company an “outperform” rating in a report on Thursday, July 9th. Finally, Evercore set a $63.00 price objective on shares of Equitable and gave the stock an “outperform” rating in a research report on Thursday, April 9th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and three have issued a Hold rating to the company. According to MarketBeat.com, Equitable has an average rating of “Moderate Buy” and a consensus price target of $60.08.

Equitable Stock Down 0.9%

EQH stock opened at $49.00 on Wednesday. The company has a debt-to-equity ratio of 8.75, a current ratio of 0.11 and a quick ratio of 0.11. The stock has a market capitalization of $13.38 billion, a P/E ratio of -17.25, a P/E/G ratio of 0.50 and a beta of 1.10. The business has a 50-day moving average of $43.70 and a 200-day moving average of $42.91. Equitable has a fifty-two week low of $35.19 and a fifty-two week high of $55.24.

Equitable (NYSE:EQH) last released its earnings results on Monday, May 4th. The company reported $1.62 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.60 by $0.02. The firm had revenue of $4.23 billion during the quarter, compared to analysts’ expectations of $3.95 billion. Equitable had a positive return on equity of 232.29% and a negative net margin of 7.26%.The company’s revenue was down 7.6% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.35 EPS.

Institutional Investors Weigh In On Equitable

Several large investors have recently made changes to their positions in the stock. Johnson Financial Group Inc. acquired a new position in Equitable during the third quarter worth $26,000. Root Financial Partners LLC lifted its stake in Equitable by 64.1% in the first quarter. Root Financial Partners LLC now owns 888 shares of the company’s stock valued at $33,000 after acquiring an additional 347 shares during the last quarter. Covestor Ltd lifted its stake in Equitable by 124.7% in the fourth quarter. Covestor Ltd now owns 728 shares of the company’s stock valued at $35,000 after acquiring an additional 404 shares during the last quarter. Caitong International Asset Management Co. Ltd bought a new position in shares of Equitable in the 3rd quarter valued at about $38,000. Finally, Essential Partners LLC grew its position in shares of Equitable by 245.2% in the 1st quarter. Essential Partners LLC now owns 1,084 shares of the company’s stock valued at $40,000 after acquiring an additional 770 shares during the period. 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 39,700 shares of the stock in a transaction that occurred on Thursday, June 18th. The stock was sold at an average price of $45.28, for a total transaction of $1,797,616.00. Following the completion of the transaction, the chief executive officer directly owned 765,903 shares of the company’s stock, valued at approximately $34,680,087.84. This represents a 4.93% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Bertram L. Scott sold 2,470 shares of the firm’s stock in a transaction that occurred on Thursday, June 4th. The shares were sold at an average price of $41.08, for a total value of $101,467.60. Following the completion of the transaction, the director owned 27,931 shares of the company’s stock, valued at approximately $1,147,405.48. This represents a 8.12% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 128,503 shares of company stock valued at $5,565,789 in the last ninety days. Insiders own 1.10% of the company’s stock.

Equitable Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, June 8th. Investors of record on Monday, June 1st were given a $0.30 dividend. This is an increase from Equitable’s previous quarterly dividend of $0.27. This represents a $1.20 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date of this dividend was Monday, June 1st. Equitable’s dividend payout ratio (DPR) is presently -42.25%.

About Equitable

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.