Sentiment-Signal
27,0
Bearisch
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
26.5
Keine neuen Positionen
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,70% (Stand: 31.03.2026)
Score-Verlauf (90 Tage)
Kritische 8-K Meldungen
| Datum | Meldung | Schwere | Filing | Auszug |
|---|---|---|---|---|
| 28.05.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | o Section 13(a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors; A |
| 15.01.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | o Section 13(a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors; A |
Stammdaten
Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through four segments: Individual Retirement, Group Retirement, Investment Management and Research, and Protection Solutions. The Individual Retirement segment offers a suite of variable annuity products primarily to affluent and high net worth individuals. The Group Retirement segment provides tax-deferred investment and retirement services or products to plans sponsored by educational entities, municipalities, and not-for-profit entities, as well as small and medium-sized businesses. The Investment Management and Research segment offers diversified investment management, research, and related solutions to various clients through institutional, retail, and private wealth management channels; and distributes its institutional research products and solutions. The Protection Solutions segment provides various variable universal life, indexed universal life, and term life products to help affluent and high net worth individuals, as well as small and medium-sized business owners; and a suite of life, short- and long-term disability, dental, and vision insurance products to small and medium-size businesses. The company was formerly known as AXA Equitable Holdings, Inc. and changed its name to Equitable Holdings, Inc. in January 2020. Equitable Holdings, Inc. was founded in 1859 and is based in New York, New York.
Unternehmen & Branche
| Name | Equitable Holdings, Inc. |
|---|---|
| Ticker | EQH |
| CIK | 0001333986 |
| Boerse | US |
| Sektor | Financial Services |
| Industrie | Insurance - Diversified |
| SIC | 6411 · Insurance Agents, Brokers & Service |
Wertpapier & Kennzahlen
| CUSIP | 78470P770 |
|---|---|
| ISIN | US78470P7704 |
| Typ | Common Stock |
| Marktkapitalisierung | 11,67 Mrd. USD |
| Beta | 1,11 |
| Dividendenrendite | 1,08 % |
Externe Quellen: SEC EDGAR » · FMP-Profil » · Yahoo Finance »
Finanzkennzahlen (SEC XBRL)
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2025-12-31 | 10-K | 11,665,000,000 | -1,380,000,000 | -4.83 | 317,990,000,000 | -74,000,000 |
| 2025-09-30 | 10-Q | 1,450,000,000 | -1,309,000,000 | -4.47 | 314,409,000,000 | 148,000,000 |
| 2025-06-30 | 10-Q | 2,362,000,000 | -349,000,000 | -1.21 | 303,088,000,000 | 1,149,000,000 |
| 2025-03-31 | 10-Q | 4,576,000,000 | 63,000,000 | 0.16 | 287,366,000,000 | 2,401,000,000 |
| 2024-12-31 | 10-Q | 12,425,000,000 | 1,280,000,000 | 3.69 | 295,727,000,000 | 1,565,000,000 |
| 2024-12-31 | 10-K | 12,425,000,000 | 1,280,000,000 | 3.69 | 295,727,000,000 | 1,565,000,000 |
| 2024-09-30 | 10-Q | 3,073,000,000 | -132,000,000 | -0.46 | 298,841,000,000 | 3,201,000,000 |
| 2024-06-30 | 10-Q | 3,507,000,000 | 428,000,000 | 1.23 | 287,639,000,000 | 1,598,000,000 |
| 2024-03-31 | 10-Q | 2,230,000,000 | 92,000,000 | 0.23 | 285,469,000,000 | 1,992,000,000 |
| 2023-12-31 | 10-K | 10,460,000,000 | 1,283,000,000 | 3.42 | 276,695,000,000 | 2,636,000,000 |
| 2023-12-31 | 10-Q | 10,460,000,000 | 1,283,000,000 | 3.42 | 276,695,000,000 | 2,636,000,000 |
| 2023-09-30 | 10-Q | 3,633,000,000 | 1,048,000,000 | 2.97 | 260,252,000,000 | 1,642,000,000 |
| 2023-06-30 | 10-Q | 2,363,000,000 | 760,000,000 | 2.06 | 269,006,000,000 | 3,553,000,000 |
| 2023-03-31 | 10-Q | 2,357,000,000 | 177,000,000 | 0.45 | 261,500,000,000 | 3,754,000,000 |
| 2022-12-31 | 10-Q | 12,644,000,000 | 2,140,000,000 | 5.42 | 252,702,000,000 | 1,401,000,000 |
| 2022-12-31 | 10-K | 12,644,000,000 | 2,153,000,000 | 5.46 | 252,702,000,000 | 1,401,000,000 |
| 2022-09-30 | 10-Q | 2,992,000,000 | 594,000,000 | 1.54 | 245,600,000,000 | 3,354,000,000 |
| 2022-06-30 | 10-Q | 4,690,000,000 | 967,000,000 | 2.47 | 253,482,000,000 | 5,589,000,000 |
| 2022-03-31 | 10-Q | 3,146,000,000 | 530,000,000 | 1.32 | 277,658,000,000 | 7,954,000,000 |
| 2021-12-31 | 10-K | 7,614,000,000 | 1,755,000,000 | 3.98 | 292,262,000,000 | 11,519,000,000 |
Fondsaktivität (Vorquartalsvergleich)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| Heartwood Wealth Advisors LLC | 1,033,983 | 0 | 1,033,983 | 25,897,838 | Neu | +100,0% | |
| Equitable Holdings, Inc. | 253,696 | 0 | 253,696 | 6,356,372 | Neu | +100,0% | |
| LPL Financial LLC | 142,585 | 0 | 142,585 | 3,573,096 | Neu | +100,0% | |
| Farther Finance Advisors, LLC | 94,916 | 0 | 94,916 | 2,377,384 | Neu | +100,0% | |
| Private Advisor Group, LLC | 44,115 | 0 | 44,115 | 1,105,478 | Neu | +100,0% | |
| JANE STREET GROUP, LLC | 38,695 | 0 | 38,695 | 969,155 | Neu | +100,0% | |
| Gradient Investments LLC | 29,046 | 0 | 29,046 | 728,629 | Neu | +100,0% | |
| Hobbs Group Advisors, LLC | 22,908 | 0 | 22,908 | 574,647 | Neu | +100,0% | |
| Integrity Wealth Solutions LLC | 16,374 | 0 | 16,374 | 409,815 | Neu | +100,0% | |
| CITADEL ADVISORS LLC | 12,194 | 0 | 12,194 | 304,972 | Neu | +100,0% | |
| Fourth Dimension Wealth, LLC | 11,422 | 0 | 11,422 | 286,522 | Neu | +100,0% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,791 | 0 | 10,791 | 270,271 | Neu | +100,0% | |
| UBS Group AG | 120 | 0 | 120 | 3,010 | Neu | +100,0% |
Insider-Transaktionen (12 Monate)
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-04-15 | Pearson Mark | Director, Officer, President and CEO | Open Market Sale | -1,387 | 40.03 | -55,517.59 | -9,7% | |
| 2026-04-15 | HURD JEFFREY J | Officer, Chief Operating Officer | Open Market Sale | -8,309 | 40.61 | -337,428.49 | -59,2% | |
| 2026-04-15 | HURD JEFFREY J | Officer, Chief Operating Officer | Open Market Sale | -5,000 | 40.44 | -202,199.50 | -35,5% | |
| 2026-04-15 | HURD JEFFREY J | Officer, Chief Operating Officer | Open Market Sale | -1,049 | 41.06 | -43,069.21 | -7,6% | |
| 2026-04-15 | Lane Nick | Officer, See Remarks | Open Market Sale | -10,000 | 40.44 | -404,421.00 | -71,0% | |
| 2026-04-08 | HURD JEFFREY J | Officer, Chief Operating Officer | Open Market Sale | -5,000 | 40.00 | -200,000.00 | -35,1% | |
| 2026-04-08 | Pearson Mark | Director, Officer, President and CEO | Open Market Sale | -38,313 | 40.05 | -1,534,355.19 | -269,2% | |
| 2026-04-08 | HURD JEFFREY J | Officer, Chief Operating Officer | Open Market Sale | -9,358 | 40.06 | -374,840.30 | -65,8% | |
| 2026-04-08 | Lane Nick | Officer, See Remarks | Open Market Sale | -10,000 | 40.04 | -400,381.00 | -70,3% | |
| 2026-02-18 | Pearson Mark | Director, Officer, President and CEO | Open Market Sale | -39,700 | 45.50 | -1,806,350.00 | -317,0% | |
| 2026-02-17 | Lane Nick | Officer, See Remarks | Open Market Sale | -12,801 | 44.81 | -573,569.29 | -100,6% | |
| 2026-02-17 | Lane Nick | Officer, See Remarks | Open Market Sale | -7,199 | 45.31 | -326,162.93 | -57,2% | |
| 2026-02-17 | Lane Nick | Officer, See Remarks | Open Market Sale | -6,470 | 44.82 | -289,982.17 | -50,9% | |
| 2026-02-17 | Lane Nick | Officer, See Remarks | Open Market Sale | -3,530 | 45.31 | -159,936.18 | -28,1% | |
| 2026-01-20 | Pearson Mark | Director, Officer, President and CEO | Open Market Sale | -33,838 | 46.11 | -1,560,131.44 | -273,8% | |
| 2026-01-20 | Pearson Mark | Director, Officer, President and CEO | Open Market Sale | -5,862 | 46.77 | -274,166.33 | -48,1% | |
| 2026-01-15 | Lane Nick | Officer, See Remarks | Open Market Sale | -10,000 | 47.65 | -476,474.00 | -83,6% | |
| 2026-01-15 | HURD JEFFREY J | Officer, Chief Operating Officer | Open Market Sale | -6,790 | 47.65 | -323,559.12 | -56,8% | |
| 2026-01-15 | Lane Nick | Officer, See Remarks | Open Market Sale | -10,000 | 47.65 | -476,516.00 | -83,6% | |
| 2026-01-15 | Lane Nick | Officer, See Remarks | Open Market Sale | -10,000 | 47.65 | -476,497.00 | -83,6% | |
| 2025-12-18 | Lane Nick | Officer, See Remarks | Open Market Sale | -10,000 | 47.87 | -478,714.00 | -84,0% | |
| 2025-12-18 | Lane Nick | Officer, See Remarks | Open Market Sale | -10,000 | 47.88 | -478,799.00 | -84,0% | |
| 2025-12-18 | Lane Nick | Officer, See Remarks | Open Market Sale | -10,000 | 47.87 | -478,735.00 | -84,0% | |
| 2025-12-18 | Pearson Mark | Director, Officer, President and CEO | Open Market Sale | -39,700 | 47.88 | -1,900,665.29 | -333,5% | |
| 2025-12-15 | HURD JEFFREY J | Officer, Chief Operating Officer | Open Market Sale | -6,790 | 48.35 | -328,321.62 | -57,6% | |
| 2025-12-10 | Eckert William James IV | Officer, Chief Accounting Officer | Open Market Sale | -4,300 | 47.27 | -203,261.00 | -35,7% | |
| 2025-11-18 | Pearson Mark | Director, Officer, President and CEO | Open Market Sale | -35,965 | 43.11 | -1,550,274.92 | -272,0% | |
| 2025-11-18 | Pearson Mark | Director, Officer, President and CEO | Open Market Sale | -3,735 | 43.53 | -162,572.60 | -28,5% | |
| 2025-11-17 | HURD JEFFREY J | Officer, Chief Operating Officer | Open Market Sale | -3,790 | 42.81 | -162,236.26 | -28,5% | |
| 2025-11-17 | HURD JEFFREY J | Officer, Chief Operating Officer | Open Market Sale | -3,000 | 43.88 | -131,634.90 | -23,1% | |
| 2025-10-20 | Pearson Mark | Director, Officer, President and CEO | Open Market Sale | -37,500 | 48.15 | -1,805,718.75 | -316,9% | |
| 2025-10-20 | Pearson Mark | Director, Officer, President and CEO | Open Market Sale | -2,200 | 48.41 | -106,505.52 | -18,7% | |
| 2025-10-15 | HURD JEFFREY J | Officer, Chief Operating Officer | Open Market Sale | -5,883 | 48.86 | -287,448.09 | -50,4% | |
| 2025-10-15 | HURD JEFFREY J | Officer, Chief Operating Officer | Open Market Sale | -907 | 49.82 | -45,184.74 | -7,9% | |
| 2025-09-22 | Raju Robin M | Officer, Chief Financial Officer | Open Market Sale | -36,888 | 54.00 | -1,991,952.00 | -349,5% | |
| 2025-09-19 | Pearson Mark | Director, Officer, President and CEO | Open Market Sale | -149 | 54.47 | -8,116.03 | -1,4% | |
| 2025-09-18 | Pearson Mark | Director, Officer, President and CEO | Open Market Sale | -39,551 | 54.22 | -2,144,641.11 | -376,3% | |
| 2025-09-16 | Isaacs-Lowe Arlene | Director | Open Market Sale | -1,800 | 52.74 | -94,932.00 | -16,7% | |
| 2025-09-15 | HURD JEFFREY J | Officer, Chief Operating Officer | Open Market Sale | -1,100 | 54.24 | -59,665.98 | -10,5% | |
| 2025-09-15 | HURD JEFFREY J | Officer, Chief Operating Officer | Open Market Sale | -5,690 | 53.58 | -304,871.34 | -53,5% | |
| 2025-08-21 | SCOTT BERTRAM L | Director | Open Market Sale | -2,600 | 51.86 | -134,836.00 | -23,7% | |
| 2025-08-18 | Pearson Mark | Director, Officer, President and CEO | Open Market Sale | -509 | 53.60 | -27,282.30 | -4,8% | |
| 2025-08-18 | Pearson Mark | Director, Officer, President and CEO | Open Market Sale | -39,191 | 53.04 | -2,078,718.07 | -364,8% | |
| 2025-08-15 | HURD JEFFREY J | Officer, Chief Operating Officer | Open Market Sale | -6,790 | 54.09 | -367,290.11 | -64,4% | |
| 2025-07-15 | Pearson Mark | Director, Officer, President and CEO | Open Market Sale | -200 | 53.12 | -10,624.00 | -1,9% | |
| 2025-07-15 | Pearson Mark | Director, Officer, President and CEO | Open Market Sale | -19,700 | 52.20 | -1,028,436.53 | -180,5% | |
| 2025-07-15 | Pearson Mark | Director, Officer, President and CEO | Open Market Sale | -9,800 | 52.21 | -511,624.68 | -89,8% | |
| 2025-07-15 | Pearson Mark | Director, Officer, President and CEO | Open Market Sale | -300 | 53.05 | -15,915.00 | -2,8% | |
| 2025-06-20 | Eckert William James IV | Officer, Chief Accounting Officer | Open Market Sale | -4,000 | 53.09 | -212,340.00 | -37,3% | |
| 2025-06-16 | Pearson Mark | Director, Officer, President and CEO | Open Market Sale | -4,895 | 53.39 | -261,365.59 | -45,9% | |
| 2025-06-16 | Pearson Mark | Director, Officer, President and CEO | Open Market Sale | -10,971 | 53.38 | -585,606.75 | -102,8% | |
| 2025-06-16 | Pearson Mark | Director, Officer, President and CEO | Open Market Sale | -9,029 | 52.93 | -477,910.39 | -83,9% | |
| 2025-06-16 | Pearson Mark | Director, Officer, President and CEO | Open Market Sale | -5,105 | 52.98 | -270,455.75 | -47,5% | |
| 2025-05-23 | MacKay Craig C | Director | Open Market Sale | -1,500 | 51.95 | -77,925.00 | -13,7% | |
| 2025-05-15 | Pearson Mark | Director, Officer, President and CEO | Open Market Sale | -20,000 | 52.90 | -1,057,962.00 | -185,6% | |
| 2025-05-15 | HURD JEFFREY J | Officer, Chief Operating Officer | Open Market Sale | -6,666 | 52.91 | -352,704.06 | -61,9% | |
| 2025-05-15 | Lane Nick | Open Market Sale | -5,000 | 52.91 | -264,566.50 | -46,4% | ||
| 2025-05-15 | Pearson Mark | Director, Officer, President and CEO | Open Market Sale | -10,000 | 52.90 | -528,980.00 | -92,8% | |
| 2025-05-12 | Gonzalez Jose Ramon | Officer, Chief Legal Officer | Open Market Sale | -2,626 | 53.84 | -141,384.37 | -24,8% | |
| 2025-05-12 | Kaye Daniel G | Director | Open Market Sale | -5,770 | 53.93 | -311,196.30 | -54,6% | |
| 2025-05-06 | BERNSTEIN SETH P | Officer, See remarks | Open Market Sale | -60,000 | 50.45 | -3,026,706.00 | -531,1% |
Fail-to-Deliver (6 Monate)
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-03-31 | 180 | 24,70 | 4.446 |
| 2026-03-30 | 202 | 24,63 | 4.975 |
| 2026-03-24 | 2.906 | 24,75 | 71.924 |
| 2026-03-23 | 4.602 | 24,68 | 113.577 |
| 2026-03-20 | 3.054 | 24,80 | 75.739 |
| 2026-03-18 | 4.492 | 24,86 | 111.671 |
| 2026-03-17 | 4.573 | 24,80 | 113.410 |
| 2026-03-16 | 4.773 | 24,74 | 118.084 |
| 2026-03-13 | 1.068 | 24,78 | 26.465 |
| 2026-03-12 | 3.186 | 24,90 | 79.331 |
| 2026-03-11 | 2.888 | 24,98 | 72.142 |
| 2026-03-10 | 3.032 | 25,01 | 75.830 |
| 2026-03-09 | 2.205 | 24,98 | 55.081 |
| 2026-03-06 | 458 | 24,98 | 11.441 |
| 2026-03-05 | 613 | 25,04 | 15.350 |
| 2026-03-04 | 415 | 25,06 | 10.400 |
| 2026-03-02 | 50 | 25,22 | 1.261 |
| 2026-02-27 | 1.623 | 25,19 | 40.883 |
| 2026-02-26 | 5.151 | 25,16 | 129.599 |
| 2026-02-25 | 352 | 25,17 | 8.860 |
| 2026-02-23 | 165 | 25,15 | 4.150 |
| 2026-02-20 | 547 | 25,14 | 13.752 |
| 2026-02-19 | 4.462 | 25,13 | 112.130 |
| 2026-02-18 | 3.803 | 25,14 | 95.607 |
| 2026-02-17 | 2.543 | 25,13 | 63.906 |
Top-Fondshalter
Hinweis: Keine aktuelleren Daten zu dieser Aktie verfuegbar. Stand der gezeigten 13F-Holdings: 31.12.2025. Letztes global veroeffentlichtes 13F-Quartal: 31.03.2026.
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| Heartwood Wealth Advisors LLC | 1,033,983 | 25,897,838 | 60.43 |
| Equitable Holdings, Inc. | 253,696 | 6,356,372 | 14.83 |
| LPL Financial LLC | 142,585 | 3,573,096 | 8.34 |
| Farther Finance Advisors, LLC | 94,916 | 2,377,384 | 5.55 |
| Private Advisor Group, LLC | 44,115 | 1,105,478 | 2.58 |
| JANE STREET GROUP, LLC | 38,695 | 969,155 | 2.26 |
| Gradient Investments LLC | 29,046 | 728,629 | 1.70 |
| Hobbs Group Advisors, LLC | 22,908 | 574,647 | 1.34 |
| Integrity Wealth Solutions LLC | 16,374 | 409,815 | 0.96 |
| CITADEL ADVISORS LLC | 12,194 | 304,972 | 0.71 |
| Fourth Dimension Wealth, LLC | 11,422 | 286,522 | 0.67 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,791 | 270,271 | 0.63 |
| UBS Group AG | 120 | 3,010 | 0.01 |