EQH
Equitable Holdings, Inc.
NYSE Financial Services United States
53,17 $US
-0.08% today
+10.84% YTD · +10.75% 1Y
4
Insider transactions
SEC Form 4 · AMF · BaFin — rolling 90 days
32
Hedge funds tracked
Latest available SEC 13F filings
59
/ 100
MIXED

Analysis Equitable Holdings, Inc. (EQH) — Kairos Score 59/100

Composite score aggregating 8 smart money dimensions: insiders (SEC/AMF/BaFin), hedge funds, politicians & gurus, price momentum, valuation, analyst consensus, financial health, earnings momentum. The higher the score, the more favorable the institutional signals consensus.

💡 Detailed breakdown (the 8 sub-scores) available in the Premium dashboard.

About Equitable Holdings, Inc.

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, Asset Management, Protection Solutions, Wealth Management, and Legacy. The Individual Retirement variable annuity products, including structured capital strategies, retirement cornerstone, and investment edge primarily to affluent and high net worth individuals. The Group Retirement 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. It offers guaranteed and structured investment option, and personal income benefit variable annuity products and open architecture mutual fund platform. The Asset Management segment offers investment management and related services to various clients through institutions, retail, and private wealth management. The Protection Solutions segment provides life insurance products, such as VUL and COLI insurance, IUL insurance, and term life; and employee benefits business which includes group life, supplemental life, dental, vision, short-term disability, long-term disability, critical illness, accident and hospital indemnity insurance products to small and medium-sized businesses. The Wealth Management segment offers discretionary and non-discretionary investment advisory accounts, financial planning and advice, life insurance, and annuity products. The Legacy segment consists of the capital intensive fixed-rate GMxB business that includes ROP death benefits. 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.

Key info

👔
CEO
Mr. Mark Pearson FCCA
📍
HQ
1345 Avenue Of The Americas, New York, NY, 10105, United States
👥
Employees
8 000
💰
Market cap
14 502 957 056,00 $US
💸
Dividend yield
2.14%

🕴️ Insider activity (90 days)

4 transactions — 0 buys and 4 sales reported by Equitable Holdings, Inc. executives.

SB
SCOTT BERTRAM L
2026-09-21
Sell
MC
MacKay Craig C
2026-09-17
Sell
LN
Lane Nick
See Remarks · 2026-09-04
Sell

🏦 Hedge Funds

32 institutional funds report a position on EQH in their latest SEC quarterly filing.

VANGUARD GROUP INC
BlackRock, Inc.
NORGES BANK
PRICE T ROWE ASSOCIATES INC /MD/
VANGUARD PORTFOLIO MANAGEMENT LLC

📰 Recent news

15 recent articles on EQH.

🧠 What makes Kairos Insider

Beyond raw data, we aggregate and score every smart money signal to give you a unique view.

🧠

Kairos Score 0-100

8-dimension composite score: insiders · hedge funds · politicians · momentum · valuation · health · analysts · earnings.

🎯

Insider Clusters

Detection of clustered purchases or sales by several executives in the same stock.

🏦

13F Hedge Funds

Berkshire, Pershing Square, Tiger Global, Bridgewater and other reporting funds.

📈

ETF Rotations

NANC & GOP (Pelosi & Republicans), GURU (top hedge funds), ARK (Cathie Wood). See who enters and exits each week.

🔥

Google Trends

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📧

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Companies in the same sector as Equitable Holdings, Inc.

Official sources · Public data · SEC EDGAR — Form 4 & 13F · AMF — Executive filings · BaFin — Directors' Dealings · Yahoo Finance · Alpha Vantage

🔓 Unlock the full analysis

This public page only shows a preview. The full analysis of EQH on the Kairos Insider dashboard includes:

✅ Full Kairos Score (8-axis radar + synthesis)
✅ History of all 4 insider transactions over 90 days
✅ All 32 detected institutional funds
✅ Thematic ETFs (ARK, BUZZ, NANC, GOP, JEPI…)
✅ Hot Stocks Google Trends
✅ Available history: AUM + rotations
✅ Fundamentals (P/E, PEG, EV/EBITDA, ROE…)
✅ Financial health (Altman Z, Piotroski F)
✅ Sector peers + recent earnings
See full analysis →
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