EQH

EQH Earnings Preview

Equitable Holdings, Inc. · Financial Services · $11B

14d until earnings

EQH Earnings

Tuesday, May 05 2026
EPS Estimate
$1.69
$1.63 – $1.76
Revenue Estimate
$4.0B
Current Price
$41.73

Our Position

neutral

Wells Fargo cuts target, keeps bullish stance on EQH

structured data est. revisions rising (+1.1pp / 30d)

A price target cut from an Overweight analyst is noise, not a reversal. Wells Fargo is saying EQH is still a buy but worth less than before — likely a macro recalibration rather than a loss of confidence. What matters is management's forward EPS growth and commitment to return 60-70% of adjusted earnings to shareholders, which should anchor the stock against sector rotation.

Watch: Watch whether EQH delivers on its 12-15% EPS growth target in 2026 earnings season — if it does, the $57 target becomes a floor rather than a ceiling. Any analyst commentary on why financial services EPS forecasts are declining across the board will be key context for whether this target cut spreads.

Data Signal Summary

1 bullish
3 bearish
Estimates down -4% Insider selling cluster Analysts: bullish Price downtrend

Key Context

Analyst Consensus
bullish
Insider Activity
selling
Price Trend
downtrend
From 52w High
-0.6%
Est. Revisions (30d)
-4.0% 1up/7dn
Analyst Target (mean)
$57 $49–$63 +38%
Options P/C Ratio
1.00
Est. Dispersion
10% 13 analysts
Insider Cluster
strong sell
Fund Convergence
strong D.E. Shaw, Citadel, Bridgewater

Recent Activity

insider trades 129 transactions
Sell · LANE NICK (Officer) ·10,000 shares ·$404,421
Exercise · LANE NICK (Officer) ·10,000 shares ·$231,800
Sell · HURD JEFFREY JOY (Chief Operating Officer) ·14,358 shares ·$574,840
Exercise · HURD JEFFREY JOY (Chief Operating Officer) ·9,358 shares ·$199,700
Sell · PEARSON MARK (Chief Executive Officer) ·38,313 shares ·$1,534,355
124 more
Exercise · PEARSON MARK ·25,813 shr ·$598,345
Award · BERNSTEIN SETH PERRY ·126 shr
Award · LANE NICK ·383 shr
Award · HURD JEFFREY JOY ·332 shr
Award · PEARSON MARK ·1,660 shr
Award · ECKERT WILLIAM JAMES IV ·58 shr
Award · RAJU ROBIN M. ·391 shr
Award · MEYERS KURT ·241 shr
Award · BERNSTEIN SETH PERRY ·20,451 shr
Award · LANE NICK ·64,063 shr
Award · HURD JEFFREY JOY ·57,904 shr
Award · PEARSON MARK ·261,176 shr
Award · ECKERT WILLIAM JAMES IV ·11,088 shr
Award · RAJU ROBIN M. ·62,831 shr
Award · MEYERS KURT ·6,777 shr
Sell · PEARSON MARK ·39,700 shr ·$1,806,350
Exercise · PEARSON MARK ·27,200 shr ·$630,496
Sell · LANE NICK ·30,000 shr ·$1,349,651
Award · BERNSTEIN SETH PERRY ·8,725 shr ·$400,041
Award · LANE NICK ·27,918 shr ·$1,280,040
Award · HURD JEFFREY JOY ·23,992 shr ·$1,100,033
Award · PEARSON MARK ·123,010 shr ·$5,640,008
Award · ECKERT WILLIAM JAMES IV ·4,144 shr ·$190,002
Award · RAJU ROBIN M. ·29,226 shr ·$1,340,012
Award · MEYERS KURT ·9,597 shr ·$440,022
Sell · PEARSON MARK ·39,700 shr ·$1,834,298
Sell · LANE NICK ·30,000 shr ·$1,429,487
Sell · HURD JEFFREY JOY ·6,790 shr ·$323,559
Sell · LANE NICK ·30,000 shr ·$1,436,248
Sell · PEARSON MARK ·39,700 shr ·$1,900,665
Sell · HURD JEFFREY JOY ·6,790 shr ·$328,322
Sell · ECKERT WILLIAM JAMES IV ·4,300 shr ·$203,261
Award · BERNSTEIN SETH PERRY ·115 shr
Award · LANE NICK ·333 shr
Award · HURD JEFFREY JOY ·294 shr
Award · PEARSON MARK ·1,405 shr
Award · ECKERT WILLIAM JAMES IV ·53 shr
Award · RAJU ROBIN M. ·329 shr
Award · MEYERS KURT ·163 shr
Sell · PEARSON MARK ·39,700 shr ·$1,712,848
Sell · HURD JEFFREY JOY ·6,790 shr ·$293,871
Sell · PEARSON MARK ·39,700 shr ·$1,912,224
Sell · HURD JEFFREY JOY ·6,790 shr ·$332,633
Sell · RAJU ROBIN M. ·36,888 shr ·$1,991,952
Exercise · RAJU ROBIN M. ·25,888 shr ·$561,340
Sell · PEARSON MARK ·39,700 shr ·$2,152,757
Sell · ISAACS-LOWE ARLENE ·1,800 shr ·$94,932
Sell · HURD JEFFREY JOY ·6,790 shr ·$364,537
Sell · SCOTT BERTRAM LEE ·2,600 shr ·$134,836
Sell · PEARSON MARK ·39,700 shr ·$2,106,000
Sell · HURD JEFFREY JOY ·6,790 shr ·$367,290
Award · BERNSTEIN SETH PERRY ·95 shr
Award · LANE NICK ·275 shr
Award · HURD JEFFREY JOY ·243 shr
Award · PEARSON MARK ·1,161 shr
Award · ECKERT WILLIAM JAMES IV ·44 shr
Award · GONZALEZ JOSE RAMON ·131 shr
Award · RAJU ROBIN M. ·272 shr
Sell · PEARSON MARK ·30,000 shr ·$1,566,600
Exercise · PEARSON MARK ·20,000 shr ·$463,600
Sell · ECKERT WILLIAM JAMES IV ·4,000 shr ·$212,340
Sell · PEARSON MARK ·30,000 shr ·$1,595,338
Sell · MACKAY CRAIG C. ·1,500 shr ·$77,925
Award · LAMM-TENNANT JOAN M ·5,428 shr
Award · SCOTT BERTRAM LEE ·3,393 shr
Award · KAYE DANIEL G ·3,393 shr
Award · DACHILLE DOUGLAS A. ·3,393 shr
Award · MACKAY CRAIG C. ·3,393 shr
Award · STONEHILL CHARLES G.T. ·3,393 shr
Award · STANSFIELD GEORGE E. ·3,393 shr
Award · HONDAL FRANCIS A ·3,393 shr
Award · ISAACS-LOWE ARLENE ·3,393 shr
Sell · LANE NICK ·5,000 shr ·$264,566
Exercise · LANE NICK ·5,000 shr ·$115,900
Sell · HURD JEFFREY JOY ·6,666 shr ·$352,704
Sell · PEARSON MARK ·30,000 shr ·$1,586,942
Sell · KAYE DANIEL G ·5,770 shr ·$311,196
Sell · GONZALEZ JOSE RAMON ·2,626 shr ·$141,384
Sell · BERNSTEIN SETH PERRY ·60,000 shr ·$3,026,706
Sell · LANE NICK ·5,000 shr ·$237,828
Sell · HURD JEFFREY JOY ·6,666 shr ·$317,102
Sell · PEARSON MARK ·30,000 shr ·$1,426,781
Sell · HURD JEFFREY JOY ·6,666 shr ·$345,318
Sell · LANE NICK ·5,000 shr ·$255,603
Exercise · LANE NICK ·5,000 shr ·$115,900
Sell · PEARSON MARK ·30,000 shr ·$1,534,767
Award · BERNSTEIN SETH PERRY ·89 shr
Award · LANE NICK ·258 shr
Award · HURD JEFFREY JOY ·228 shr
Award · PEARSON MARK ·1,090 shr
Award · ECKERT WILLIAM JAMES IV ·41 shr
Award · GONZALEZ JOSE RAMON ·123 shr
Award · RAJU ROBIN M. ·255 shr
Award · BERNSTEIN SETH PERRY ·25,549 shr
Award · LANE NICK ·63,870 shr
Award · HURD JEFFREY JOY ·51,096 shr
Award · PEARSON MARK ·270,805 shr
Award · ECKERT WILLIAM JAMES IV ·11,114 shr
Award · GONZALEZ JOSE RAMON ·30,658 shr
Award · RAJU ROBIN M. ·43,432 shr
Sell · ISAACS-LOWE ARLENE ·1,350 shr ·$73,440
Sell · HURD JEFFREY JOY ·6,666 shr ·$369,170
Sell · LANE NICK ·25,000 shr ·$1,380,842
Sell · PEARSON MARK ·30,000 shr ·$1,657,254
Award · BERNSTEIN SETH PERRY ·7,502 shr
Award · LANE NICK ·22,506 shr
Award · HURD JEFFREY JOY ·18,755 shr
Award · PEARSON MARK ·94,524 shr
Award · ECKERT WILLIAM JAMES IV ·3,376 shr
Award · GONZALEZ JOSE RAMON ·9,003 shr
Award · RAJU ROBIN M. ·22,506 shr
Sell · LANE NICK ·25,000 shr ·$1,291,246
Sell · HURD JEFFREY JOY ·6,666 shr ·$364,278
Sell · PEARSON MARK ·30,000 shr ·$1,549,630
Exercise · PEARSON MARK ·20,000 shr ·$447,529
Sell · ECKERT WILLIAM JAMES IV ·1,700 shr ·$79,356
Sell · LANE NICK ·25,000 shr ·$1,145,879
Sell · HURD JEFFREY JOY ·6,666 shr ·$315,356
Sell · PEARSON MARK ·30,000 shr ·$1,419,205
Exercise · PEARSON MARK ·20,000 shr ·$426,800
Exercise · PEARSON MARK ·1,387 shr ·$32,151
Sell · LANE NICK ·10,000 shr ·$400,381
Sell · HURD JEFFREY JOY ·14,358 shr ·$582,697
Sell · PEARSON MARK ·1,387 shr ·$55,518
analyst ratings 2 ratings
Raymond James ·up Strong Buy 4d ago
Mizuho Outperform 7d ago