
Congress trades
Equitable Holdings, Inc. (EQH)
NYSE · Financial Services · 50 congress trades · last filed 10 months ago
About Equitable Holdings, Inc.
from the company's filings and listing- Exchange
- NYSE
- Sector
- Financial Services
- Industry
- Asset Management
- Chief executive
- Mark Pearson
- Employees
- 8,000
- Listed since
- May 10, 2018
- Market value
- $14.2B
- Price to earnings
- -
- Earnings per share
- -$3.33
- Dividend yield
- 2.19%
Earnings
6 reported quarters · next on Nov 3, 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 |
| 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 missRevenue 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; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| Blackrock, Inc. | $1.1B | 25,895,739 | -5.2% | 9.30% |
| Norges Bank | $804.2M | 18,326,687 | +100.0% | 6.59% |
| Price T Rowe 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 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
Congress trades in EQH
20 disclosures of 50 on record · median 24d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Michael T. McCaul | Stock | Sale | $15,001 - $50,000 | +6.3%S&P +11.4% · vs S&P 500 -5.1% | Oct 27, 2025 | Nov 10, 2025 | 14d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +2.3%S&P +13.5% · vs S&P 500 -11.2% | Oct 6, 2025 | Nov 6, 2025 | 31d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +6.6%S&P +12.6% · vs S&P 500 -6.0% | Oct 24, 2025 | Nov 6, 2025 | 13d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +10.3%S&P +15.4% · vs S&P 500 -5.1% | Oct 16, 2025 | Nov 6, 2025 | 21d |
| Michael T. McCaul | Stock | Sale | $50,001 - $100,000 | -1.1%S&P +15.2% · vs S&P 500 -16.3% | Sep 24, 2025 | Oct 10, 2025 | 16d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -2.4%S&P +17.8% · vs S&P 500 -20.2% | Sep 5, 2025 | Oct 3, 2025 | 28d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +0.3%S&P +15.5% · vs S&P 500 -15.2% | Sep 25, 2025 | Oct 3, 2025 | 8d |
| Michael T. McCaul | Stock | Sale | $50,001 - $100,000 | -3.0%S&P +18.3% · vs S&P 500 -21.3% | Aug 22, 2025 | Sep 11, 2025 | 20d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | +0.6%S&P +22.4% · vs S&P 500 -21.8% | Jul 16, 2025 | Aug 13, 2025 | 28d |
| Michael T. McCaul | Stock | Sale | $100,001 - $250,000 | -7.1%S&P +23.8% · vs S&P 500 -30.9% | Jun 27, 2025 | Jul 7, 2025 | 10d |
| Michael T. McCaul | Stock | Sale | $15,001 - $50,000 | +11.3%S&P +29.3% · vs S&P 500 -18.0% | Nov 20, 2024 | Dec 16, 2024 | 26d |
| Michael T. McCaul | Stock | Sale | $100,001 - $250,000 | +11.3%S&P +29.3% · vs S&P 500 -18.0% | Nov 20, 2024 | Dec 16, 2024 | 26d |
| Michael T. McCaul | Stock | Sale | $15,001 - $50,000 | +28.7%S&P +44.1% · vs S&P 500 -15.4% | May 20, 2024 | Jun 13, 2024 | 24d |
| Michael T. McCaul | Stock | Sale | $100,001 - $250,000 | +28.7%S&P +44.1% · vs S&P 500 -15.4% | May 20, 2024 | Jun 13, 2024 | 24d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | +57.5%S&P +57.5% · vs S&P 500 0.0% | Jan 23, 2024 | Feb 13, 2024 | 21d |
| Michael T. McCaul | Stock | Sale | $15,001 - $50,000 | +57.5%S&P +57.5% · vs S&P 500 0.0% | Jan 23, 2024 | Feb 13, 2024 | 21d |
| Michael T. McCaul | Stock | Sale | $15,001 - $50,000 | +121.6%S&P +85.6% · vs S&P 500 +35.9% | May 12, 2023 | Jun 22, 2023 | 41d |
| Michael T. McCaul | Stock | Sale | $100,001 - $250,000 | +121.6%S&P +85.6% · vs S&P 500 +35.9% | May 12, 2023 | Jun 22, 2023 | 41d |
| Michael T. McCaul | Stock | Purchase | $15,001 - $50,000 | +105.6%S&P +85.2% · vs S&P 500 +20.4% | Apr 14, 2023 | May 12, 2023 | 28d |
| Michael T. McCaul | Stock | Purchase | $100,001 - $250,000 | +105.6%S&P +85.2% · vs S&P 500 +20.4% | Apr 14, 2023 | May 12, 2023 | 28d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Members of Congress reporting a position
1 member · estimate, as of Sep 10, 20261 member reports 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 | 2.9% |
Estimate, as of Sep 10, 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, Lisa C. McClain disclosed EQH transactions in the filings shown here.
Which members of Congress hold EQH?
1 member of Congress reports a position in EQH in the estimate we hold as of Sep 10, 2026. The largest estimated position belongs to Gary J. Palmer. 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 Sep 10, 2026.
