🐂 Not all bull runs are created equal. November’s AI picks include 5 stocks up +20% eachUnlock Stocks

Equitable holdings executive sells $148k in stock

Published 21/09/2024, 06:34 am
© Reuters.
EQH
-

In a recent transaction, William James Eckert IV, the Chief Accounting Officer of Equitable Holdings, Inc. (NYSE:EQH), sold 3,500 shares of the company's common stock. The sale was executed at a weighted average price of $42.416 per share, resulting in a total value of $148,456. This transaction took place on September 19, 2024, and was reported in a regulatory filing with the Securities and Exchange Commission (SEC).

The shares were sold in multiple trades with prices ranging from $42.4100 to $42.4300. After the sale, Eckert's total holdings in Equitable Holdings, Inc. include 19,321.20 shares, which also accounts for Restricted Stock Units as per the footnotes in the SEC filing.

Investors often monitor the buying and selling activities of a company's executives as they may provide insights into the company's financial health and future prospects. The transactions are publicly disclosed to ensure transparency and to comply with SEC regulations.

Equitable Holdings, Inc. is a financial services company that provides insurance and investment products and services. The company's shares are traded on the New York Stock Exchange under the ticker symbol EQH.


In other recent news, Equitable Holdings has demonstrated strong growth across its Retirement, Asset Management, and Wealth Management divisions. The company's non-GAAP operating earnings rose 23% year-over-year to $494 million, with assets under management and administration increasing by 11% to reach $986 billion. Equitable Holdings returned $325 million to shareholders in Q2 and projected to generate between $1.4 and $1.5 billion in cash by 2024.

Barclays (LON:BARC) has initiated coverage on Equitable Holdings with an Overweight rating, highlighting the company's shift towards more capital-efficient products, robust capital position, and promising growth prospects in spread-based products. The firm's analysis also underscored the company's strong profitability profile, less dependent on credit risk compared to its peers.

Equitable Holdings aims to achieve 12-15% annual EPS growth through 2027 and is actively exploring additional partnerships, similar to those with AB and BlackRock (NYSE:BLK). Despite some negative flows in the Group Retirement business, the company's Wealth Management business is demonstrating strong growth. These are among the recent developments in the company's strategy and performance.


InvestingPro Insights


Equitable Holdings, Inc. (NYSE:EQH) has been navigating the dynamic financial services landscape with strategic financial management. According to InvestingPro data, the company has a market capitalization of $13.52 billion and has been performing robustly with a revenue growth of 18.41% over the last twelve months as of Q2 2024. This growth is further exemplified by the quarterly revenue surge of 47.67% in Q2 2024, showcasing the company's strong operational performance.

Investors looking at the fundamentals will note EQH's Price/Earnings (P/E) ratio standing at 17.04, indicating market sentiment about the company's earnings potential. Additionally, the company has demonstrated a commitment to shareholder returns, with a dividend yield of 2.26% and a notable dividend growth of 9.09% over the last twelve months as of Q2 2024.

Two InvestingPro Tips highlight the company's strategic financial decisions: Management has been aggressively buying back shares, and EQH has raised its dividend for 6 consecutive years. These actions reflect a confidence in the company's financial stability and a commitment to delivering value to shareholders. Moreover, analysts predict the company will be profitable this year, with the company having been profitable over the last twelve months.

For investors seeking additional insights, there are more InvestingPro Tips available, including analysts' revisions on earnings and the company's valuation multiples. The full list of tips can be found on the InvestingPro platform, providing a comprehensive analysis to inform investment decisions.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.