Robeco Institutional Asset Management B.V. Has $63.45 Million Holdings in Equitable Holdings, Inc. $EQH

Robeco Institutional Asset Management B.V. lessened its holdings in shares of Equitable Holdings, Inc. (NYSE:EQH) by 30.3% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,331,610 shares of the company’s stock after selling 578,166 shares during the period. Robeco Institutional Asset Management B.V.’s holdings in Equitable were worth $63,451,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently made changes to their positions in EQH. Capital International Investors grew its position in shares of Equitable by 49.5% during the 3rd quarter. Capital International Investors now owns 11,012,837 shares of the company’s stock worth $559,232,000 after purchasing an additional 3,645,301 shares in the last quarter. Diamond Hill Capital Management Inc. acquired a new position in shares of Equitable during the 3rd quarter worth approximately $101,547,000. London Co. of Virginia grew its position in shares of Equitable by 4,141.8% during the 3rd quarter. London Co. of Virginia now owns 1,235,243 shares of the company’s stock worth $62,726,000 after purchasing an additional 1,206,122 shares in the last quarter. Millennium Management LLC grew its position in shares of Equitable by 337.4% during the 3rd quarter. Millennium Management LLC now owns 1,502,360 shares of the company’s stock worth $76,290,000 after purchasing an additional 1,158,890 shares in the last quarter. Finally, Man Group plc grew its position in shares of Equitable by 122.8% during the 2nd quarter. Man Group plc now owns 1,768,684 shares of the company’s stock worth $99,223,000 after purchasing an additional 974,827 shares in the last quarter. Institutional investors and hedge funds own 92.70% of the company’s stock.

Insider Activity

In other news, CEO Mark Pearson sold 39,700 shares of the firm’s stock in a transaction on Tuesday, January 20th. The shares were sold at an average price of $46.20, for a total transaction of $1,834,140.00. Following the completion of the transaction, the chief executive officer owned 652,945 shares of the company’s stock, valued at approximately $30,166,059. This trade represents a 5.73% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, COO Jeffrey J. Hurd sold 14,358 shares of the firm’s stock in a transaction on Wednesday, April 8th. The shares were sold at an average price of $40.04, for a total transaction of $574,894.32. Following the transaction, the chief operating officer directly owned 89,403 shares of the company’s stock, valued at $3,579,696.12. The trade was a 13.84% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 139,161 shares of company stock valued at $6,096,913. Insiders own 1.10% of the company’s stock.

Equitable News Roundup

Here are the key news stories impacting Equitable this week:

• Positive Sentiment: Board-approved $1.0 billion share buyback (up to ~7.7% of shares) provides balance‑sheet support and buyback-driven EPS/capital return optionality. MarketBeat EQH Company Page
• Positive Sentiment: Quarterly dividend of $0.27 (annualized $1.08, ~2.8% yield) remains in place, offering income support for shareholders. MarketBeat Dividend Report
• Positive Sentiment: Despite recent trims, the analyst consensus remains largely positive (many Buy/Outperform ratings and a consensus target near the mid‑$50s), implying continued upside from current levels. MarketBeat Analyst Coverage
• Neutral Sentiment: UBS cut its price target from $66 to $58 but kept a “buy” rating — the target still implies sizable upside vs. the current price. UBS PT Lowered to $58 (AmericanBankingNews)
• Neutral Sentiment: Wells Fargo trimmed its target to $56 and Keefe, Bruyette & Woods lowered theirs to $51, yet both maintain overweight/outperform stances — these trims reduce upside expectations slightly but are not full downgrades. Benzinga: Wells Fargo & KBW Coverage TickerReport: KBW PT Lowered
• Negative Sentiment: Insider selling: CEO/COO-level insiders (Nick Lane and Jeffrey Hurd) sold shares under pre-arranged 10b5‑1 plans (combined disclosed sales on/around April 8), which can sap near‑term sentiment despite being pre-planned. InsiderTrades: EQH Insider Sales

Analyst Ratings Changes

Several research firms recently issued reports on EQH. Evercore set a $63.00 price target on shares of Equitable and gave the stock an “outperform” rating in a research report on Thursday. JPMorgan Chase & Co. reduced their price target on shares of Equitable from $60.00 to $58.00 and set an “overweight” rating on the stock in a research report on Thursday, February 5th. Mizuho set a $65.00 price target on shares of Equitable in a research report on Wednesday, January 14th. Zacks Research lowered shares of Equitable from a “hold” rating to a “strong sell” rating in a research report on Thursday, January 22nd. Finally, Keefe, Bruyette & Woods reduced their price target on shares of Equitable from $53.00 to $51.00 and set an “outperform” rating on the stock in a research report on Friday. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and two have given a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $57.73.

Equitable Price Performance

Shares of NYSE:EQH opened at $37.50 on Monday. The company has a market cap of $10.51 billion, a price-to-earnings ratio of -7.78, a PEG ratio of 0.35 and a beta of 1.11. The company has a debt-to-equity ratio of 16.42, a current ratio of 0.13 and a quick ratio of 0.13. The firm has a 50 day simple moving average of $40.42 and a 200 day simple moving average of $45.02. Equitable Holdings, Inc. has a one year low of $35.19 and a one year high of $56.61.

Equitable declared that its Board of Directors has authorized a share repurchase program on Wednesday, February 11th that permits the company to buyback $1.00 billion in shares. This buyback authorization permits the company to buy up to 7.7% of its shares through open market purchases. Shares buyback programs are typically a sign that the company’s leadership believes its shares are undervalued.

Equitable Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Wednesday, March 11th. Stockholders of record on Wednesday, March 4th were paid a dividend of $0.27 per share. The ex-dividend date of this dividend was Wednesday, March 4th. This represents a $1.08 annualized dividend and a dividend yield of 2.9%. Equitable’s dividend payout ratio (DPR) is presently -22.41%.

Equitable Company 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.