
Congress trades
Equitable Holdings, Inc. (EQH)
NYSE · Financial Services · 50 congress trades · last filed 12 months ago
About Equitable Holdings, Inc.
from the company's filings and listing, as of Oct 24, 2026- Exchange
- NYSE
- Sector
- Financial Services
- Industry
- Asset Management
- Chief executive
- Mark Pearson
- Employees
- 8,000
- Listed since
- May 10, 2018
- Market value
- $14.4B
- Price to earnings (12 mo)
- -
- Net income per share, as reported (12 mo)
- -$3.33
- Dividend yield
- 2.16%
Earnings
6 reported quarters · next on Nov 2, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Aug 4, 2026 | $1.70 | $1.65 | $1.7B | $3.8B | EPS beatRevenue miss |
| Q1 FY2026reported May 4, 2026 | $1.62 | $1.60 | $4.2B | $3.9B | EPS in lineRevenue beat |
| Q4 FY2025reported Feb 4, 2026 | $1.76 | $1.75 | $3.3B | $4.0B | EPS in lineRevenue miss |
| Q3 FY2025reported Nov 4, 2025 | $1.48 | $1.61 | $1.4B | $3.5B | EPS missRevenue miss |
| Q2 FY2025reported Aug 5, 2025 | -$1.21 | $1.71 | $2.4B | $4.0B | EPS miss, GAAPRevenue miss |
| Q1 FY2025reported Apr 29, 2025 | $1.35 | $1.47 | $4.6B | $3.8B | EPS missRevenue beat |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| BlackRock, Inc. | $1.1B | 25,895,739 | -5.2% | 9.30% |
| Norges Bank | $804.2M | 18,326,687 | New | 6.59% |
| T. Rowe Price Associates, Inc. | $798.0M | 18,186,798 | +3.8% | 6.54% |
| Vanguard Portfolio Management LLC | $589.9M | 13,443,991 | -8.1% | 4.83% |
| Vanguard Capital Management LLC | $557.4M | 12,703,293 | +0.6% | 4.56% |
| Harris Associates L.P. | $416.4M | 9,489,037 | +33495.5% | 3.41% |
| State Street Corp | $412.0M | 9,388,296 | -21.6% | 3.37% |
| Canada Pension Plan Investment Board | $399.6M | 9,106,103 | -50.0% | 3.27% |
| Wellington Management Group LLP | $385.5M | 8,784,986 | +6.3% | 3.16% |
| Capital International Investors | $369.3M | 8,415,039 | -19.3% | 3.02% |
| Pzena Investment Management LLC | $244.1M | 5,561,804 | +24.6% | 2.00% |
| Geode Capital Management, LLC | $238.8M | 5,440,336 | -7.1% | 1.95% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. New: not in this holder's prior 13F as reported; a change of filer ID can also show as new. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Tracked fund managers holding EQH
2 managers| Manager | Value | Shares | Share of book |
|---|---|---|---|
| Viking Global InvestorsAndreas Halvorsen | $236.9M | 5,398,896 | 0.7% |
| Castle Hook Partners | $157.9M | 3,599,539 | 0.7% |
2 of the 97 fund managers we track list EQH shares among the largest positions in their latest 13F, filed for Q2 2026. A manager can hold it further down the book too, so this is a floor, not a count. Share of book is the position against the manager's whole disclosed 13F value.
Congress trades in EQH
20 disclosures of 50 on record · median 24d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Michael T. McCaul | Stock | Sale | $15,001 - $50,000 | +7.8%After the saleS&P 500 +10.9% · -3.1 pts vs S&P 500 | Oct 27, 2025 | Nov 10, 2025 | 14d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +3.6%S&P 500 +13.2% · -9.6 pts vs S&P 500 | Oct 6, 2025 | Nov 6, 2025 | 31d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +11.7%S&P 500 +15.0% · -3.3 pts vs S&P 500 | Oct 16, 2025 | Nov 6, 2025 | 21d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +7.9%S&P 500 +12.2% · -4.3 pts vs S&P 500 | Oct 24, 2025 | Nov 6, 2025 | 13d |
| Michael T. McCaul | Stock | Sale | $50,001 - $100,000 | +0.3%After the saleS&P 500 +14.6% · -14.3 pts vs S&P 500 | Sep 24, 2025 | Oct 10, 2025 | 16d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -1.2%S&P 500 +17.4% · -18.6 pts vs S&P 500 | Sep 5, 2025 | Oct 3, 2025 | 28d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +1.6%S&P 500 +15.2% · -13.6 pts vs S&P 500 | Sep 25, 2025 | Oct 3, 2025 | 8d |
| Michael T. McCaul | Stock | Sale | $50,001 - $100,000 | -1.6%After the saleS&P 500 +17.8% · -19.3 pts vs S&P 500 | Aug 22, 2025 | Sep 11, 2025 | 20d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | +2.0%After the saleS&P 500 +21.8% · -19.8 pts vs S&P 500 | Jul 16, 2025 | Aug 13, 2025 | 28d |
| Michael T. McCaul | Stock | Sale | $100,001 - $250,000 | -5.7%After the saleS&P 500 +23.2% · -28.9 pts vs S&P 500 | Jun 27, 2025 | Jul 7, 2025 | 10d |
| Michael T. McCaul | Stock | Sale | $100,001 - $250,000 | +12.9%After the saleS&P 500 +28.7% · -15.8 pts vs S&P 500 | Nov 20, 2024 | Dec 16, 2024 | 26d |
| Michael T. McCaul | Stock | Sale | $15,001 - $50,000 | +12.9%After the saleS&P 500 +28.7% · -15.8 pts vs S&P 500 | Nov 20, 2024 | Dec 16, 2024 | 26d |
| Michael T. McCaul | Stock | Sale | $15,001 - $50,000 | +30.6%After the saleS&P 500 +43.4% · -12.8 pts vs S&P 500 | May 20, 2024 | Jun 13, 2024 | 24d |
| Michael T. McCaul | Stock | Sale | $100,001 - $250,000 | +30.6%After the saleS&P 500 +43.4% · -12.8 pts vs S&P 500 | May 20, 2024 | Jun 13, 2024 | 24d |
| Michael T. McCaul | Stock | Sale | $15,001 - $50,000 | +59.8%After the saleS&P 500 +56.8% · +3.0 pts vs S&P 500 | Jan 23, 2024 | Feb 13, 2024 | 21d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | +59.8%After the saleS&P 500 +56.8% · +3.0 pts vs S&P 500 | Jan 23, 2024 | Feb 13, 2024 | 21d |
| Michael T. McCaul | Stock | Sale | $100,001 - $250,000 | +124.8%After the saleS&P 500 +84.7% · +40.0 pts vs S&P 500 | May 12, 2023 | Jun 22, 2023 | 41d |
| Michael T. McCaul | Stock | Sale | $15,001 - $50,000 | +124.8%After the saleS&P 500 +84.7% · +40.0 pts vs S&P 500 | May 12, 2023 | Jun 22, 2023 | 41d |
| Michael T. McCaul | Stock | Purchase | $15,001 - $50,000 | +108.6%S&P 500 +84.3% · +24.3 pts vs S&P 500 | Apr 14, 2023 | May 12, 2023 | 28d |
| Michael T. McCaul | Stock | Purchase | $100,001 - $250,000 | +108.6%S&P 500 +84.3% · +24.3 pts vs S&P 500 | Apr 14, 2023 | May 12, 2023 | 28d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in EQH, filterable by party, chamber, type and account.
Members of Congress reporting a position
2 members · estimate, as of Oct 23, 20262 members report a position (estimated). The largest estimated position is in the $15,001 - $50,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Gary J. Palmer | Republican · House | $15,001 - $50,000 | 3.2% |
| Lucy McBath | Democrat · House | $1,001 - $15,000 | 0.2% |
Estimate, as of Oct 23, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Questions
Which members of Congress have traded EQH?
Michael T. McCaul, Ro Khanna and Lisa C. McClain disclosed EQH transactions in the filings shown here.
Which members of Congress hold EQH?
2 members of Congress report a position in EQH in the estimate we hold as of Oct 23, 2026. The estimated positions belong to Gary J. Palmer and Lucy McBath. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
How quickly are EQH trades disclosed?
Congressional disclosures took a median of 24 days, against the 45 the STOCK Act allows.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 26, 2026.
