InsidersTradesSigma
Track the Equitable Holdings, Inc. stock price and the full insider trade history of the company, a publicly traded company based in United States. Shares are quoted on the US market, under the authority of SEC (Form 4). Operating in the Finance & Banking sector, Equitable Holdings, Inc. has recorded 458 reports. Market capitalisation: €14.5bn. The latest transaction was reported on 18 August 2026 (Levée d'options). Among the most active insiders: HURD JEFFREY J. Every trade is openly available.
458
Insider Decl.
n/a
Thresholds
€88,006
13 ops.
Buy Volume
€19m
78 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate Equitable Holdings, Inc. Strong Buy (bullish), based on 11 analysts. Average price target: US$61.55.
41Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 26,883 of 29,056 companies
18.9
score / 100
Value29
Quality9
FCF yld5.0%
Earn yld-11%
EV/EBITDA41.5x
ROE-25%
Gross mgn·
Net mgn-12%
Debt/EBITDA13.4x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 18 August 2026
Declarations458 total
9,359 shares@ US$21.34Common StockSEC:0001628280-26-057648:0
4,659 shares@ US$51.3858Common StockSEC:0001628280-26-057648:1
4,200 shares@ US$52.5126Common StockSEC:0001628280-26-057648:2
500 shares@ US$53.047Common StockSEC:0001628280-26-057648:3
2,459 shares@ US$51.3874Common StockSEC:0001628280-26-057648:4
2,241 shares@ US$52.5012Common StockSEC:0001628280-26-057648:5
300 shares@ US$53.0633Common StockSEC:0001628280-26-057648:6
14,359 shares@ US$53.090.0053% mcap100.0% of flowCommonSEC144:0001950047-26-008248
2,200 shares@ US$51.3650.0008% mcap100.0% of flowCommonSEC144:0001950047-26-007932
2,200 shares@ US$51.3650.0008% mcap32.5% of flowCommon StockSEC:0001628280-26-055759:0
103.73 shares0Common StockSEC:0001628280-26-055771:0
47.93 shares0Common StockSEC:0001628280-26-055781:0
197.41 shares0Common StockSEC:0001628280-26-055768:0
271.91 shares0Common StockSEC:0001628280-26-055778:0
320.47 shares0Common StockSEC:0001628280-26-055782:0
1,358.69 shares0Common StockSEC:0001628280-26-055783:0
947 shares@ US$52.8750.0003% mcap16.2% of flowCommonSEC144:0001950047-26-007848
1,466 shares@ US$51.15070.0005% mcap6.8% of flowCommon StockSEC:0001628280-26-055256:0
7,500 shares@ US$51.54060.0027% mcap41.8% of flowCommon StockSEC:0001628280-26-055260:0
947 shares@ US$52.8750.0004% mcap2.3% of flowCommon StockSEC:0001628280-26-055261:0
1,466 shares@ US$51.15070.0005% mcap42.6% of flowCommonSEC144:0001950047-26-007731
7,500 shares@ US$51.54060.0028% mcap100.0% of flowCommonSEC144:0001950047-26-007732
136 shares@ US$49.190.0000% mcap0.0% of flowCommon StockSEC:0001628280-26-049043:2
27,200 shares@ US$23.180.0047% mcap1.5% of flowCommon StockSEC:0001628280-26-049043:0
25 of 458 declarations
关于 Equitable Holdings, Inc.
Equitable Holdings, Inc. (NYSE: EQH) 是一家总部位于美国纽约的美国金融服务集团。对于法语投资者而言，它最好被视为一个多元化的平台，涵盖保险、退休金、资产管理和财富咨询。该公司部分传承了美国金融服务领域历史悠久的 Equitable 品牌，而其目前的结构则反映了其金融业务的分离和重组。如今，其投资案例围绕着一种更轻资本的模式构建，专注于经常性、费用驱动且资本密集度较低的活动。（[ir.equitableholdings.com](https://ir.equitableholdings.com/files/doc_events/2025/05/EQH-2024-Annual-Report.pdf?utm_source=openai)) Equitable 的业务围绕几个核心部门组织：个人退休金和团体退休金，提供退休储蓄、年金和雇主赞助的退休解决方案；资产管理，主要通过 AllianceBernstein，服务于机构、零售和私人财富客户；保障解决方案，提供人寿保险和保障产品；以及财富管理，通过 Equitable Advisors，提供财务咨询、经纪和财富规划服务。实际上，EQH 结合了费用收入、利差收益和基于资产的管理费，使其对资本市场以及对退休和咨询解决方案的结构性需求具有均衡的敞口。（[ir.equitableholdings.com](https://ir.equitableholdings.com/files/doc_events/2025/05/EQH-2024-Annual-Report.pdf?utm_source=openai)) 从竞争角度来看，Equitable Holdings 是美国退休和财富生态系统中的重要参与者，截至 2024 年 12 月 31 日，在全球拥有超过 5 million 客户关系，管理和行政管理资产约 1.0 trillion 美元。管理层后来报告称，到 2025 年底，这一数字达到了约 1.1 trillion 美元的创纪录水平。这一规模，加上 AllianceBernstein 的投资平台和 Equitable Advisors 的分销网络，支持了其商业覆盖范围和产品广度。该公司还强调了其财富管理特许经营权的增长及其不断扩大的私募市场能力。（[ir.equitableholdings.com](https://ir.equitableholdings.com/news-and-events/investor-releases/news-details/2025/Equitable-Holdings-Announces-Final-Results-of-Cash-Tender-Offer-for-Units-of-AllianceBernstein-Holding/default.aspx?utm_source=openai)) 最近的战略发展至关重要。2025 年，Equitable 宣布了一项再保险交易，涵盖其个人寿险业务的 75%，与 RGA 合作，旨在释放资本并降低死亡率风险敞口。2026 年 3 月，该公司还宣布与 Corebridge Financial 进行全股票合并，据称这将创建一个更大、更多元化的金融机构，具有更大的规模和分销渠道。这些举措强化了以资产负债表简化、降低资本密集度以及更专注于退休金、资产管理和财富管理为中心的战略。（[ir.equitableholdings.com](https://ir.equitableholdings.com/news-and-events/investor-releases/news-details/2025/Equitable-Holdings-Reinsures-75-of-its-Individual-Life-Block-with-RGA-Enhancing-Focus-on-Growth-in-Retirement-Asset-Management-and-Wealth-Management/default.aspx?utm_source=openai))
