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Equitable Holdings, Inc. (EQH)

USD47.80 +0.80 (+1.70%)
US NYSE Financial Services Insurance - Diversified
Address 1290 Avenue Of The Americas 10104
New York City, NY, US
CEO Jeffrey Joy Hurd
IPO 2018-05-10
CIK 1333986 ISIN US29452E1010

Explore sections of this company profile

Also trades on Deutsche Börse · AXJ.DE (EUR) New York Stock Exchange · EQH (USD) New York Stock Exchange · EQH-PA (USD) New York Stock Exchange · EQH-PC (USD)
Description

Equitable Holdings, Inc. operates as a global, diversified financial services enterprise, delivering its offerings through four primary divisions. The Individual Retirement segment focuses on providing variable annuity products predominantly to high-net-worth individuals. Its Group Retirement segment supplies tax-advantaged investment and retirement plans to a variety of organizations, including educational institutions, municipalities, non-profit entities, and small to mid-sized businesses. Through its Investment Management and Research division, the company offers a broad spectrum of investment management, research, and related services to institutional, retail, and private wealth clients, additionally distributing its specialized research offerings. The Protection Solutions segment delivers a range of life insurance products—such as variable universal, indexed universal, and term life—to affluent individuals and owners of small and medium-sized businesses. This segment also extends group insurance coverage, encompassing life, short- and long-term disability, dental, and vision benefits, to small and medium-sized enterprises. Founded in 1859 and based in New York, New York, the company adopted its current name, Equitable Holdings, Inc., in January 2020, having previously been known as AXA Equitable Holdings, Inc.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD47.80 +0.80 (+1.70%)
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Volume Profile
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Liquidity & share structure
Average Volume
4M
Beta
1.09
Float Shares
278.45M
Free Float %
98.9%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-3.78% -6.27% +9.51% -5.94% -9.91% -13.98% -24.01% +74.65% +27.34% +101.52% +101.52%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (21 ratings, all time) Buy
Price Targets & DCF
Current price
47.80
Low 51.00 +6.7%
Consensus 58.29 +21.9%
Median 58.00 +21.3%
High 63.00 +31.8%
DCF (Unlevered) 211.78 +343.1%
DCF (Levered) 39.18 -18.0%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 3 0
Buy 10 0
Hold 0 -1
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 3
55.67
+16.5%
Last Quarter 5
57.60
+20.5%
Last Year 16
60.50
+26.6%
All Time 29
55.48
+16.1%
Quality scores
Altman Z-Score
-0.31
Distress
Piotroski F-Score
5 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
C-
Overall Score
1 / 5
Low
DCF Score
3 / 5
Medium
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Insurance - Diversified: +15.2%
    -6.2% Q1'26: +8.4% (vs Q1'25)
  • EPS growth Insurance - Diversified: +25.3%
    -227.8% Q1'26: +1,237.5% (vs Q1'25)
  • FCF margin FCF growth · Insurance - Diversified: +30.2%
    -38.6% Q1'26: +11.6% (vs Q1'25)
  • EBIT margin Insurance - Diversified: +13.5%
    -8.3% Q1'26: +22.4% (vs Q1'25)
  • ROIC Insurance - Diversified: +4.2%
    Q1'26: -2.5% (vs Q1'25)
  • Share dilution Insurance - Diversified: +0.0%
    -8.2% Q1'26: -9.0% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Insurance - Diversified: -0.05×
    -6.77× Q1'26: 1.01× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.13) × ERP
WACC = 65% × Ke + 35% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 211.78 Current price: 47.80
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
3 Rev. Ana.
7 EPS Ana.
Dec 2027
6 Rev. Ana.
9 EPS Ana.
Dec 2028
5 Rev. Ana.
5 EPS Ana.
Dec 2029
2 Rev. Ana.
1 EPS Ana.
Revenue
12.07B
est: 12.63B (-4.4%)
9.62B
est: 13.25B (-27.4%)
12.42B
est: 13.43B (-7.6%)
7.61B
est: 14.35B (-46.9%)
12.64B
est: 13.87B (-8.8%)
10.53B
est: 11.52B (-8.6%)
12.44B
est: 14.91B (-16.6%)
11.67B
est: 15.01B (-22.3%)
15.98B
14.78B – 17.40B
+6.4% YoY
17.21B
15.97B – 18.53B
+7.7% YoY
18.87B
18.84B – 18.89B
+9.7% YoY
19.69B
18.53B – 20.93B
+4.4% YoY
EBITDA
3.02B
est: 3.13B (-3.8%)
-1.16B
est: -1.21B (+4.0%)
864.00M
est: 2.16B (-60.0%)
3.37B
est: -230.80M (+1,561.0%)
3.83B
est: 3.44B (+11.2%)
1.78B
est: 2.51B (-29.1%)
3.20B
est: 3.25B (-1.5%)
-969.00M
est: 3.27B (-129.6%)
3.48B
3.22B – 3.79B
+6.4% YoY
3.75B
3.48B – 4.03B
+7.7% YoY
4.11B
4.10B – 4.11B
+9.7% YoY
4.29B
4.03B – 4.56B
+4.4% YoY
EBIT
2.72B
est: 2.11B (+29.0%)
-1.84B
est: 2.21B (-183.1%)
-893.00M
est: 2.24B (-139.8%)
2.85B
est: 2.40B (+19.1%)
3.19B
est: 2.32B (+37.8%)
966.00M
est: 1.90B (-49.1%)
2.34B
est: 2.46B (-4.9%)
-969.00M
est: 2.47B (-139.2%)
2.63B
2.43B – 2.87B
+6.4% YoY
2.84B
2.63B – 3.05B
+7.7% YoY
3.11B
3.10B – 3.11B
+9.7% YoY
3.24B
3.05B – 3.45B
+4.4% YoY
Net Income
1.86B
est: 1.25B (+48.1%)
-1.76B
est: -1.47B (-20.2%)
-648.00M
est: 498.85M (-229.9%)
1.76B
est: -662.28M (+365.0%)
2.15B
est: 1.69B (+27.1%)
1.30B
est: 739.85M (+76.0%)
1.31B
est: 1.79B (-27.0%)
-1.38B
est: 1.68B (-182.0%)
2.12B
2.08B – 2.17B
+26.2% YoY
2.61B
2.56B – 2.66B
+22.9% YoY
2.96B
2.08B – 3.84B
+13.5% YoY
3.61B
3.33B – 3.90B
+22.0% YoY
SGA
2.08B
est: 2.70B (-23.1%)
2.08B
est: 1.77B (+17.7%)
2.10B
est: 1.81B (+15.9%)
2.36B
est: 1.93B (+22.3%)
2.20B
est: 2.97B (-25.9%)
2.33B
est: 2.08B (+12.0%)
2.44B
est: 2.69B (-9.3%)
est: 2.71B (-100.0%)
2.88B
2.66B – 3.14B
+6.4% YoY
3.10B
2.88B – 3.34B
+7.7% YoY
3.40B
3.40B – 3.41B
+9.7% YoY
3.55B
3.34B – 3.77B
+4.4% YoY
EPS
3.27
est: 3.86 (-15.2%)
-3.51
est: 4.68 (-175.1%)
-1.56
est: 4.56 (-134.2%)
-1.24
est: 6.51 (-119.0%)
5.49
est: 5.22 (+5.2%)
3.49
est: 2.48 (+41.0%)
3.82
est: 6.01 (-36.4%)
-4.83
est: 5.63 (-185.8%)
7.10
6.96 – 7.28
+26.2% YoY
8.76
8.58 – 8.92
+23.3% YoY
10.35
6.97 – 12.89
+18.2% YoY
12.11
11.18 – 13.10
+17.0% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-07 Mizuho Outperform Outperform Maintain
2026-05-06 Keefe, Bruyette & Woods Outperform Outperform Maintain
2026-05-05 Barclays Overweight Overweight Maintain
2026-04-29 JP Morgan Overweight Overweight Maintain
2026-04-16 Raymond James Market Perform Strong Buy Upgrade
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-05-08 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-05-07 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-05-06 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-05-05 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-05-04 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-05-01 C+ 2/5 3/5 5/5 1/5 1/5 1/5 1/5
2026-04-30 C+ 2/5 3/5 5/5 1/5 1/5 1/5 1/5
2026-04-29 C+ 2/5 4/5 5/5 1/5 1/5 1/5 1/5
2026-04-28 C+ 2/5 4/5 5/5 1/5 1/5 1/5 1/5
2026-04-27 C+ 2/5 4/5 5/5 1/5 1/5 1/5 1/5
2026-04-24 C+ 2/5 4/5 5/5 1/5 1/5 1/5 1/5
2026-04-23 C+ 2/5 4/5 5/5 1/5 1/5 1/5 1/5
2026-04-22 C+ 2/5 4/5 5/5 1/5 1/5 1/5 1/5
2026-04-21 C+ 2/5 4/5 5/5 1/5 1/5 1/5 1/5
2026-04-20 C+ 2/5 4/5 5/5 1/5 1/5 1/5 1/5
2026-04-17 C+ 2/5 4/5 5/5 1/5 1/5 1/5 1/5
2026-04-16 C+ 2/5 4/5 5/5 1/5 1/5 1/5 1/5
2026-04-15 C+ 2/5 4/5 5/5 1/5 1/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
673.04M
OE per share TTM
2.16
Owner's Yield
5.84%
Maintenance CapEx ratio
0.19%
Maint CapEx / Avg PPE
4.8%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
162
Total invested
582.80M
Insider transactions (90d)
1
Beneficial owners (>5%)
15
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 10 313.16M 59.20% 313.16M 313.16M CO France 2019-02-01
2 90-0226248 170.12M 59.60% 53.78M 53.78M 11.00 HC, CO 2024-11-06
3 83-2796390 74.41M 26.00% 74.41M 74.41M 11.00 HC, CO 2024-11-06
4 68-0461436 41.93M 14.70% 41.93M 41.93M 11.00 HC, CO 2024-11-06
5 The Vanguard Group - 23-1945930 41.43M 10.63% 337.7K 40.57M 855.4K IA Pennsylvania 2022-03-09
6 (1) BlackRock, Inc. 33.21M 8.20% 29.53M 33.21M HC Delaware 2022-02-03
7 52-0556948 32.67M 8.80% 18.61M 32.67M IA Maryland 2023-02-14
8 PZENA INVESTMENT MANAGEMENT, LLC 26.76M 7.90% 22.73M 26.76M IA DELAWARE 2024-02-08
9 NORGES BANK (THE CENTRAL BANK OF NORWAY) 23.62M 5.83% 23.59M 32.4K OO NORWAY 2022-02-09
10 Wellington Group Holdings LLP 19.01M 5.14% 16.89M HC Massachusetts 2023-02-06
11 Wellington Investment Advisors Holdings LLP 19.01M 5.14% 16.89M HC Massachusetts 2023-02-06
12 Wellington Management Group LLP 19.01M 5.14% 16.89M HC Massachusetts 2023-02-06
13 Canada Pension Plan Investment Board 18.17M 5.40% 18.17M FI : 2024-02-14
14 98-0557567 13.46M 3.30% 13.09M 13.46M IA, HC Bermuda 2022-01-31
15 AXA S.A. 0.00% CO France 2021-05-20

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
162
-389 vs prev Q
New positions
22
Closed positions
408
Increased
73
Reduced
58
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 VANGUARD GROUP INC 30.63M -1.5M (-4.7%) 1.46B -171.8M (-10.5%) 10.73% +0.133 pp 0.02% -0.003 pp USD15.43 +208.8% 24 qtrs
2 BLACKROCK, INC. 27.32M -1.7M (-5.8%) 1.30B -170.1M (-11.6%) 9.57% +0.009 pp 0.02% -0.004 pp USD42.21 +12.9% 6 qtrs
3 CANADA PENSION PLAN INVESTMENT BOARD 19.28M +1.8M (+10.1%) 918.89M +29.8M (+3.4%) 6.75% +0.980 pp 0.61% -0.010 pp USD19.64 +142.6% 24 qtrs
4 PRICE T ROWE ASSOCIATES INC /MD/ 17.26M +1.1M (+7.0%) 822.35M +3.5M (+0.4%) 6.04% +0.727 pp 0.09% +0.001 pp USD20.50 +132.4% 24 qtrs
5 CAPITAL INTERNATIONAL INVESTORS 13.55M +2.5M (+23.0%) 645.45M +86.2M (+15.4%) 4.47% +0.835 pp 0.10% +0.011 pp USD49.99 -4.7% 7 qtrs
6 STATE STREET CORP 12.23M -37.4K (-0.3%) 582.92M -40.2M (-6.4%) 4.28% +0.238 pp 0.02% -0.002 pp USD21.77 +118.9% 24 qtrs
7 NORGES BANK 11.56M +11.6M (+100.0%) 550.99M +551.0M (+100.0%) 3.81% +3.814 pp 0.06% +0.059 pp USD47.65 +0.0% 1 qtrs NEW
8 WELLINGTON MANAGEMENT GROUP LLP 8.30M -4.1M (-32.9%) 395.72M -233.2M (-37.1%) 2.74% -1.346 pp 0.07% -0.041 pp USD38.60 +23.4% 24 qtrs
9 GEODE CAPITAL MANAGEMENT, LLC 6.36M -25.6K (-0.4%) 307.44M -20.7M (-6.3%) 2.23% +0.122 pp 0.02% -0.002 pp USD30.74 +55.0% 24 qtrs
10 THORNBURG INVESTMENT MANAGEMENT INC 4.89M +22.1K (+0.5%) 233.00M -14.2M (-5.7%) 1.61% +0.007 pp 2.94% -0.285 pp USD15.26 +212.3% 24 qtrs
11 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 4.82M +193.6K (+4.2%) 229.81M -5.3M (-2.2%) 1.59% +0.064 pp 0.07% +0.001 pp USD29.24 +63.0% 24 qtrs
12 INVESCO LTD. 4.59M -117.9K (-2.5%) 218.83M -20.4M (-8.5%) 1.61% +0.055 pp 0.03% -0.004 pp USD18.12 +163.0% 24 qtrs
13 PZENA INVESTMENT MANAGEMENT LLC 4.33M +28.3K (+0.7%) 206.10M -12.1M (-5.5%) 1.43% +0.009 pp 0.62% -0.088 pp USD19.06 +150.0% 24 qtrs
14 DIAMOND HILL CAPITAL MANAGEMENT INC 4.29M +2.3M (+114.8%) 204.64M +103.1M (+101.5%) 1.42% +0.757 pp 1.05% +0.567 pp USD49.11 -3.0% 2 qtrs
15 CONIFER MANAGEMENT, L.L.C. 4.20M +— (+0.0%) 200.13M -13.1M (-6.2%) 1.39% +0.000 pp 33.16% -0.640 pp USD20.50 +132.4% 24 qtrs
16 NORDEA INVESTMENT MANAGEMENT AB 3.97M -14.8K (-0.4%) 189.91M -14.8M (-7.2%) 1.31% -0.005 pp 0.16% -0.016 pp USD50.13 -4.9% 24 qtrs
17 NORTHERN TRUST CORP 3.88M -174.9K (-4.3%) 184.89M -21.0M (-10.2%) 1.28% -0.058 pp 0.02% -0.003 pp USD27.22 +75.1% 24 qtrs
18 BOSTON PARTNERS 3.55M -82.8K (-2.3%) 169.37M -15.3M (-8.3%) 1.17% -0.027 pp 0.18% -0.014 pp USD53.70 -11.3% 4 qtrs
19 DIMENSIONAL FUND ADVISORS LP 3.43M -207.5K (-5.7%) 163.31M -21.3M (-11.5%) 1.13% -0.068 pp 0.03% -0.005 pp USD26.28 +81.3% 24 qtrs
20 MORGAN STANLEY 3.25M -765.7K (-19.1%) 154.88M -49.1M (-24.1%) 1.14% -0.186 pp 0.01% -0.003 pp USD33.57 +41.9% 24 qtrs
21 BANK OF NEW YORK MELLON CORP 2.94M -46.1K (-1.5%) 140.27M -11.6M (-7.6%) 0.97% -0.015 pp 0.03% -0.005 pp USD29.66 +60.7% 24 qtrs
22 FMR LLC 2.85M -18.6K (-0.6%) 135.62M -9.9M (-6.8%) 0.94% -0.006 pp 0.01% -0.001 pp USD47.42 +0.5% 24 qtrs
23 BANK OF MONTREAL /CAN/ 2.42M +2.4M (+7,955.4%) 116.59M +115.1M (+7,527.1%) 0.80% +0.790 pp 0.04% +0.040 pp USD47.57 +0.2% 24 qtrs
24 FIRST TRUST ADVISORS LP 2.13M -257.4K (-10.8%) 101.41M -19.7M (-16.3%) 0.70% -0.085 pp 0.07% -0.017 pp USD29.66 +60.7% 24 qtrs
25 FEDERATED HERMES, INC. 2.13M -41.8K (-1.9%) 101.37M -8.8M (-8.0%) 0.70% -0.014 pp 0.17% -0.025 pp USD48.04 -0.8% 24 qtrs
26 PRINCIPAL FINANCIAL GROUP INC 2.06M -71.6K (-3.4%) 98.13M -10.1M (-9.3%) 0.68% -0.024 pp 0.05% -0.005 pp USD38.04 +25.3% 23 qtrs
27 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.99M -63.9K (-3.1%) 94.98M -9.5M (-9.1%) 0.66% -0.021 pp 0.01% -0.002 pp USD18.59 +156.3% 24 qtrs
28 WOODLINE PARTNERS LP 1.90M +1.9M (+100.0%) 90.75M +90.7M (+100.0%) 0.67% +0.667 pp 0.35% +0.352 pp USD47.65 +0.0% 8 qtrs
29 UBS ASSET MANAGEMENT AMERICAS INC 1.90M -99.0K (-5.0%) 90.34M -11.0M (-10.8%) 0.63% -0.033 pp 0.02% -0.003 pp USD34.71 +37.3% 25 qtrs
30 NUVEEN, LLC 1.85M -128.7K (-6.5%) 88.15M -12.3M (-12.3%) 0.65% -0.005 pp 0.02% -0.003 pp USD52.01 -8.4% 4 qtrs
31 GOLDMAN SACHS GROUP INC 1.84M -511.1K (-21.7%) 87.71M -31.7M (-26.6%) 0.64% -0.131 pp 0.01% -0.004 pp USD44.66 +6.7% 24 qtrs
32 D. E. SHAW & CO., INC. 1.62M +699.8K (+76.1%) 77.18M +30.5M (+65.2%) 0.53% +0.231 pp 0.04% +0.016 pp USD49.54 -3.8% 3 qtrs
33 LEGAL & GENERAL GROUP PLC 1.43M -99.4K (-6.5%) 68.12M -9.5M (-12.3%) 0.47% -0.033 pp 0.02% -0.002 pp USD17.92 +165.9% 24 qtrs
34 ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. 1.33M -578.2K (-30.3%) 63.45M -33.5M (-34.6%) 0.44% -0.191 pp 0.09% -0.050 pp USD51.53 -7.5% 24 qtrs
35 TCW GROUP INC 1.31M +461.6K (+54.4%) 62.41M +19.3M (+44.9%) 0.46% +0.179 pp 0.45% +0.086 pp USD49.60 -3.9% 18 qtrs
36 ALGEBRIS (UK) LTD 1.29M +581.5K (+81.6%) 61.69M +25.5M (+70.6%) 0.43% +0.192 pp 4.84% +0.742 pp USD43.63 +9.2% 24 qtrs
37 AMERIPRISE FINANCIAL INC 1.20M +70.4K (+6.2%) 57.17M -178.5K (-0.3%) 0.40% +0.023 pp 0.01% 0.000 pp USD31.30 +52.2% 24 qtrs
38 ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 1.19M -711.3K (-37.5%) 56.92M -36.6M (-39.1%) 0.42% -0.210 pp 0.09% -0.058 pp USD51.95 -8.3% 17 qtrs
39 ACADIAN ASSET MANAGEMENT LLC 1.18M -1.4M (-54.7%) 56.33M -76.2M (-57.5%) 0.39% -0.471 pp 0.09% -0.139 pp USD42.35 +12.5% 10 qtrs
40 MILLENNIUM MANAGEMENT LLC 1.14M -362.0K (-24.1%) 54.34M -22.0M (-28.8%) 0.40% -0.096 pp 0.02% -0.010 pp USD48.67 -2.1% 24 qtrs
41 AQR CAPITAL MANAGEMENT LLC 1.10M -78.5K (-6.7%) 52.37M -7.4M (-12.4%) 0.36% -0.026 pp 0.03% -0.011 pp USD44.07 +8.1% 24 qtrs
42 CITADEL ADVISORS LLC 1.05M +974.7K (+1,228.2%) 50.23M +46.2M (+1,146.3%) 0.37% +0.343 pp 0.01% +0.007 pp USD47.98 -0.7% 24 qtrs
43 JPMORGAN CHASE & CO 1.04M -398.8K (-27.8%) 49.46M -23.5M (-32.2%) 0.34% -0.132 pp 0.00% -0.001 pp USD45.52 +4.7% 24 qtrs
44 1.02M +1.0M (+100.0%) 49.21M +49.2M (+100.0%) 0.34% +0.338 pp 0.14% +0.140 pp USD47.65 +0.0% 1 qtrs NEW
45 UBS GROUP AG 1.01M +497.2K (+97.2%) 48.07M +22.1M (+85.0%) 0.35% +0.185 pp 0.01% +0.004 pp USD44.99 +5.9% 24 qtrs
46 CI INVESTMENTS INC. 994.3K -126.5K (-11.3%) 47.38M -9.5M (-16.8%) 0.33% -0.042 pp 0.21% +0.001 pp USD24.75 +92.5% 24 qtrs
47 AMUNDI 987.0K +106.5K (+12.1%) 47.03M +2.2M (+4.9%) 0.35% +0.055 pp 0.01% -0.002 pp USD41.77 +14.1% 19 qtrs
48 LONDON CO OF VIRGINIA 970.9K -264.3K (-21.4%) 46.26M -16.5M (-26.2%) 0.34% -0.067 pp 0.27% -0.079 pp USD50.91 -6.4% 3 qtrs
49 SG AMERICAS SECURITIES, LLC 893.9K +890.4K (+25,519.8%) 42.59M +42.4M (+23,963.8%) 0.29% +0.294 pp 0.05% +0.054 pp USD47.65 +0.0% 23 qtrs
50 RHUMBLINE ADVISERS 862.1K -42.8K (-4.7%) 41.08M -4.9M (-10.6%) 0.30% +0.004 pp 0.03% -0.004 pp USD30.02 +58.7% 25 qtrs
51 CLOSE ASSET MANAGEMENT LTD 860.9K -27.1K (-3.1%) 41.02M -4.1M (-9.0%) 0.28% -0.009 pp 0.91% -0.093 pp USD50.78 -6.2% 2 qtrs
52 HSBC HOLDINGS PLC 826.0K -63.0K (-7.1%) 39.55M -5.8M (-12.7%) 0.29% -0.004 pp 0.02% -0.005 pp USD32.93 +44.7% 24 qtrs
53 SWISS NATIONAL BANK 820.8K -55.2K (-6.3%) 39.11M -5.4M (-12.1%) 0.27% -0.018 pp 0.02% -0.003 pp USD28.57 +66.8% 11 qtrs
54 DEUTSCHE BANK AG\ 788.5K +75.9K (+10.6%) 37.57M +1.4M (+3.8%) 0.26% +0.025 pp 0.01% +0.000 pp USD36.21 +31.6% 24 qtrs
55 BANK OF AMERICA CORP /DE/ 767.8K -125.4K (-14.0%) 36.58M -8.8M (-19.3%) 0.27% -0.026 pp 0.00% 0.000 pp USD48.59 -1.9% 24 qtrs
56 LAZARD ASSET MANAGEMENT LLC 720.6K +176.5K (+32.4%) 34.34M +6.7M (+24.3%) 0.25% +0.073 pp 0.06% +0.021 pp USD49.26 -3.3% 24 qtrs
57 FIERA CAPITAL CORP 683.7K +164.0K (+31.6%) 32.58M +6.2M (+23.5%) 0.23% +0.054 pp 0.10% +0.018 pp USD54.07 -11.9% 3 qtrs
58 BRUNI J V & CO /CO 675.2K +542.0 (+0.1%) 32.17M -2.1M (-6.1%) 0.22% +0.000 pp 3.16% -0.299 pp USD52.36 -9.0% 4 qtrs
59 SUMITOMO MITSUI TRUST HOLDINGS, INC. 674.3K -38.1K (-5.4%) 32.13M -4.0M (-11.2%) 0.22% -0.013 pp 0.02% -0.002 pp USD19.18 +148.4% 24 qtrs
60 QUBE RESEARCH & TECHNOLOGIES LTD 668.1K +668.1K (+100.0%) 31.84M +31.8M (+100.0%) 0.22% +0.220 pp 0.03% +0.032 pp USD47.65 +0.0% 24 qtrs
61 ENSIGN PEAK ADVISORS, INC 651.4K -360.6K (-35.6%) 31.04M -20.4M (-39.6%) 0.21% -0.119 pp 0.05% -0.030 pp USD27.91 +70.7% 25 qtrs
62 AUSTRALIANSUPER PTY LTD 639.2K -70.7K (-10.0%) 30.46M -5.6M (-15.5%) 0.21% -0.023 pp 0.14% -0.024 pp USD49.62 -4.0% 6 qtrs
63 ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 615.5K +24.8K (+4.2%) 29.33M -664.7K (-2.2%) 0.20% +0.008 pp 0.06% -0.006 pp USD38.88 +22.6% 24 qtrs
64 WELLS FARGO & COMPANY/MN 578.3K -83.4K (-12.6%) 27.56M -6.0M (-18.0%) 0.20% -0.016 pp 0.01% -0.001 pp USD39.22 +21.5% 24 qtrs
65 SEI INVESTMENTS CO 574.0K +17.6K (+3.2%) 27.35M -902.1K (-3.2%) 0.19% +0.006 pp 0.03% -0.003 pp USD34.56 +37.9% 24 qtrs
66 NATIONAL PENSION SERVICE 558.8K +58.4K (+11.7%) 26.63M +1.2M (+4.8%) 0.18% +0.019 pp 0.02% +0.000 pp USD44.23 +7.7% 12 qtrs
67 BRIDGEWATER ASSOCIATES, LP 546.2K -3.7K (-0.7%) 26.03M -1.9M (-6.8%) 0.18% -0.001 pp 0.09% -0.015 pp USD50.52 -5.7% 6 qtrs
68 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 542.6K -8.2K (-1.5%) 25.85M -2.1M (-7.6%) 0.18% -0.003 pp 0.03% -0.003 pp USD18.21 +161.7% 24 qtrs
69 ADVENT INTERNATIONAL CORP/MA 534.5K +4.9K (+0.9%) 25.47M -1.4M (-5.3%) 0.18% +0.002 pp 0.53% -0.014 pp USD50.75 -6.1% 2 qtrs
70 MANUFACTURERS LIFE INSURANCE COMPANY, THE 522.7K -91.5K (-14.9%) 25.06M -6.1M (-19.6%) 0.17% -0.030 pp 0.02% -0.005 pp USD30.57 +55.9% 24 qtrs
71 BARCLAYS PLC 523.3K +21.8K (+4.3%) 24.93M +3.9M (+18.3%) 0.18% +0.018 pp 0.01% +0.001 pp USD42.60 +11.9% 16 qtrs
72 SWEDBANK AB 509.9K -212.8K (-29.4%) 24.30M -12.4M (-33.8%) 0.17% -0.070 pp 0.02% -0.014 pp USD32.20 +48.0% 20 qtrs
73 JAIN GLOBAL LLC 494.5K +494.5K (+100.0%) 23.57M +23.6M (+100.0%) 0.17% +0.173 pp 0.11% +0.114 pp USD47.65 +0.0% 5 qtrs
74 T. ROWE PRICE INVESTMENT MANAGEMENT, INC. 473.7K -14.4K (-3.0%) 22.57M -2.2M (-8.9%) 0.16% -0.002 pp 0.01% -0.001 pp USD45.42 +4.9% 7 qtrs
75 FRANKLIN RESOURCES INC 469.6K +760.0 (+0.2%) 22.38M -1.4M (-6.0%) 0.15% +0.000 pp 0.01% 0.000 pp USD37.89 +25.8% 24 qtrs
76 WORLDQUANT MILLENNIUM ADVISORS LLC 457.6K +288.0K (+169.8%) 21.81M +13.2M (+153.2%) 0.16% +0.104 pp 0.08% +0.047 pp USD48.81 -2.4% 2 qtrs
77 DNB ASSET MANAGEMENT AS 443.9K -135.4K (-23.4%) 21.15M -8.3M (-28.1%) 0.15% -0.045 pp 0.07% -0.036 pp USD46.64 +2.2% 24 qtrs
78 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 430.1K -169.3K (-28.2%) 20.49M -9.9M (-32.7%) 0.14% -0.056 pp 0.01% -0.007 pp USD20.69 +130.3% 24 qtrs
79 RAYMOND JAMES FINANCIAL INC 423.0K -162.0K (-27.7%) 20.16M -9.6M (-32.2%) 0.14% -0.053 pp 0.01% -0.003 pp USD48.41 -1.6% 5 qtrs
80 HG VORA CAPITAL MANAGEMENT, LLC 400.0K -400.0K (-50.0%) 19.06M -21.6M (-53.1%) 0.13% -0.132 pp 7.20% +1.692 pp USD50.78 -6.2% 2 qtrs
81 CITIGROUP INC 398.6K +1.7K (+0.4%) 18.99M -1.2M (-5.8%) 0.13% +0.001 pp 0.01% -0.001 pp USD41.94 +13.6% 24 qtrs
82 JANE STREET GROUP, LLC 387.6K -200.5K (-34.1%) 18.47M -11.4M (-38.2%) 0.14% -0.058 pp 0.00% -0.002 pp USD50.93 -6.4% 24 qtrs
83 TOCQUEVILLE ASSET MANAGEMENT L.P. 385.8K +13.0K (+3.5%) 18.38M -546.8K (-2.9%) 0.13% +0.004 pp 0.27% -0.007 pp USD55.82 -14.6% 3 qtrs
84 AMERICAN CENTURY COMPANIES INC 380.3K -324.3K (-46.0%) 18.12M -17.7M (-49.3%) 0.13% -0.107 pp 0.01% -0.009 pp USD43.83 +8.7% 24 qtrs
85 FOUR TREE ISLAND ADVISORY LLC 361.6K +3.1K (+0.9%) 17.23M -938.2K (-5.2%) 0.12% +0.001 pp 9.51% -2.070 pp USD47.35 +0.6% 5 qtrs
86 MAN GROUP PLC 347.6K +84.0K (+31.9%) 16.57M +3.2M (+23.7%) 0.11% +0.028 pp 0.03% +0.005 pp USD50.67 -6.0% 24 qtrs
87 ALLIANZ ASSET MANAGEMENT GMBH 346.6K +69.2K (+25.0%) 16.51M +2.4M (+17.3%) 0.11% +0.023 pp 0.02% +0.001 pp USD38.83 +22.7% 24 qtrs
88 RETIREMENT SYSTEMS OF ALABAMA 343.9K -18.3K (-5.0%) 16.39M -2.0M (-10.9%) 0.11% -0.006 pp 0.05% -0.008 pp USD50.78 -6.2% 9 qtrs
89 NEW YORK STATE COMMON RETIREMENT FUND 337.0K -2.1K (-0.6%) 16.06M -1.2M (-6.7%) 0.11% -0.001 pp 0.02% -0.001 pp USD33.22 +43.4% 24 qtrs
90 ENGINEERS GATE MANAGER LP 331.5K +114.8K (+53.0%) 15.80M +4.8M (+43.5%) 0.11% +0.038 pp 0.19% +0.061 pp USD49.52 -3.8% 24 qtrs
91 PRANA CAPITAL MANAGEMENT, LP 324.0K +114.2K (+54.4%) 15.44M +4.8M (+44.9%) 0.11% +0.038 pp 0.56% +0.205 pp USD51.58 -7.6% 3 qtrs
92 SOUTH DAKOTA INVESTMENT COUNCIL 319.2K +12.8K (+4.2%) 15.21M -347.0K (-2.2%) 0.11% +0.004 pp 0.29% -0.013 pp USD51.73 -7.9% 4 qtrs
93 MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. 312.0K +36.1K (+13.1%) 14.97M +958.3K (+6.8%) 0.10% +0.012 pp 0.01% +0.000 pp USD33.91 +40.5% 24 qtrs
94 POINT72 ASSET MANAGEMENT, L.P. 312.6K +112.3K (+56.1%) 14.89M +4.7M (+46.4%) 0.10% +0.037 pp 0.02% 0.000 pp USD49.66 -4.0% 2 qtrs
95 COMMUNITY TRUST & INVESTMENT CO 301.4K +1.2K (+0.4%) 14.36M -881.1K (-5.8%) 0.10% +0.000 pp 0.76% -0.061 pp USD30.15 +58.0% 18 qtrs
96 MITSUBISHI UFJ TRUST & BANKING CORP 300.7K -130.2K (-30.2%) 14.33M -7.6M (-34.5%) 0.10% -0.043 pp 0.03% -0.014 pp USD28.89 +64.9% 24 qtrs
97 BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. 298.8K +91.0K (+43.8%) 14.24M +3.7M (+35.0%) 0.10% +0.030 pp 0.02% -0.011 pp USD48.89 -2.5% 24 qtrs
98 BROWN ADVISORY INC 295.4K -22.2K (-7.0%) 14.08M -2.1M (-12.7%) 0.10% -0.007 pp 0.02% -0.001 pp USD52.52 -9.3% 4 qtrs
99 ENVESTNET ASSET MANAGEMENT INC 292.9K -93.4K (-24.2%) 13.96M -5.7M (-28.9%) 0.10% -0.025 pp 0.00% -0.002 pp USD45.30 +5.2% 24 qtrs
100 ALLIANCEBERNSTEIN L.P. 282.4K -11.9K (-4.1%) 13.46M -1.5M (-10.0%) 0.10% +0.002 pp 0.00% -0.001 pp USD32.01 +48.9% 24 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.41
Bearish
Ratio by volume
0.42
Bearish
Buys
7
Sells
17
Shares acquired
93.1K
Shares disposed
221.2K
Cash buys
Cash sales
10.00
Net activity
-128,116
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-20 Pearson Mark Director / Officer M-Exempt A Common Stock 27,200 23.18 630.5K 828,883 D
2026-04-15 Pearson Mark Director / Officer M-Exempt D Employee Stock Option (right to buy) 1,387 23.18 32.2K 108,800 D
2026-04-15 Lane Nick Officer M-Exempt D Employee Stock Option (right to buy) 10,000 23.18 231.8K 4,417 D
2026-04-15 HURD JEFFREY J Officer S-Sale D Common Stock 5,000 40.44 202.2K 84,403 D
2026-04-08 Pearson Mark Director / Officer M-Exempt D Employee Stock Option (right to buy) 25,813 23.18 598.3K 110,187 D
2026-04-08 Lane Nick Officer M-Exempt D Employee Stock Option (right to buy) 10,000 23.18 231.8K 14,417 D
2026-04-08 HURD JEFFREY J Officer S-Sale D Common Stock 9,358 40.06 374.8K 94,403 D
2026-03-12 Raju Robin M Officer A-Award A Common Stock 392 0.00 185,774 D
2026-03-12 Pearson Mark Director / Officer A-Award A Common Stock 1,660 0.00 814,183 D
2026-03-12 Meyers Kurt Officer A-Award A Common Stock 241 0.00 34,167 D
2026-03-12 Lane Nick Officer A-Award A Common Stock 384 0.00 124,218 D
2026-03-12 HURD JEFFREY J Officer A-Award A Common Stock 332 0.00 94,403 D
2026-03-12 Eckert William James IV Officer A-Award A Common Stock 59 0.00 22,806 D
2026-03-12 BERNSTEIN SETH P Officer A-Award A Common Stock 127 0.00 55,735 D
2026-03-02 Raju Robin M Officer F-InKind D Common Stock 15,186 40.22 610.8K 154,628 D
2026-03-02 Pearson Mark Director / Officer F-InKind D Common Stock 144,430 40.22 5.81M 812,523 D
2026-03-02 Meyers Kurt Officer F-InKind D Common Stock 2,944 40.22 118.4K 33,926 D
2026-03-02 Lane Nick Officer F-InKind D Common Stock 15,401 40.22 619.4K 92,475 D
2026-03-02 HURD JEFFREY J Officer F-InKind D Common Stock 13,288 40.22 534.4K 65,727 D
2026-03-02 Eckert William James IV Officer F-InKind D Common Stock 2,450 40.22 98.5K 17,319 D
2026-03-02 BERNSTEIN SETH P Officer A-Award A Common Stock 20,452 0.00 66,918 D
2026-02-18 Pearson Mark Director / Officer M-Exempt D Employee Stock Option (right to buy) 27,200 23.18 630.5K 136,000 D
2026-02-17 Lane Nick Officer S-Sale D Common Stock 3,530 45.31 159.9K 107,876 D
2026-02-11 Raju Robin M Officer A-Award A Common Stock 29,226 45.85 1.34M 169,814 D
2026-02-11 Pearson Mark Director / Officer A-Award A Common Stock 123,010 45.85 5.64M 775,955 D
2026-02-11 Meyers Kurt Officer A-Award A Common Stock 9,597 45.85 440.0K 31,497 D
2026-02-11 Lane Nick Officer A-Award A Common Stock 27,918 45.85 1.28M 127,876 D
2026-02-11 HURD JEFFREY J Officer A-Award A Common Stock 23,992 45.85 1.10M 79,015 D
2026-02-11 Eckert William James IV Officer A-Award A Common Stock 4,144 45.85 190.0K 19,769 D
2026-02-11 BERNSTEIN SETH P Officer A-Award A Common Stock 8,725 45.85 400.0K 52,215 D
2026-01-20 Pearson Mark Director / Officer M-Exempt A Common Stock 27,200 23.18 630.5K 692,645 D
2026-01-15 Lane Nick Officer S-Sale D Common Stock 10,000 47.65 476.5K 99,958 D
2026-01-15 HURD JEFFREY J Officer S-Sale D Common Stock 6,790 47.65 323.6K 55,023 D
2025-12-18 Pearson Mark Director / Officer M-Exempt D Employee Stock Option (right to buy) 27,200 23.18 630.5K 190,400 D
2025-12-18 Lane Nick Officer M-Exempt D Employee Stock Option (right to buy) 10,000 23.18 231.8K 44,417 D
2025-12-15 HURD JEFFREY J Officer S-Sale D Common Stock 6,790 48.35 328.3K 61,813 D
2025-12-10 Eckert William James IV Officer S-Sale D Common Stock 4,300 47.27 203.3K 15,625 D
2025-12-01 Raju Robin M Officer A-Award A Common Stock 330 0.00 140,588 D
2025-12-01 Pearson Mark Director / Officer A-Award A Common Stock 1,405 0.00 677,945 D
2025-12-01 Meyers Kurt Officer A-Award A Common Stock 164 0.00 21,900 D
2025-12-01 Lane Nick Officer A-Award A Common Stock 333 0.00 139,958 D
2025-12-01 HURD JEFFREY J Officer A-Award A Common Stock 295 0.00 68,603 D
2025-12-01 Eckert William James IV Officer A-Award A Common Stock 54 0.00 19,925 D
2025-12-01 BERNSTEIN SETH P Officer A-Award A Common Stock 115 0.00 43,490 D
2025-11-18 Pearson Mark Director / Officer S-Sale D Common Stock 3,735 43.53 162.6K 676,540 D
2025-11-17 HURD JEFFREY J Officer S-Sale D Common Stock 3,000 43.88 131.6K 68,308 D
2025-10-20 Pearson Mark Director / Officer M-Exempt A Common Stock 27,200 23.18 630.5K 728,740 D
2025-10-15 HURD JEFFREY J Officer S-Sale D Common Stock 5,883 48.86 287.4K 76,005 D
2025-10-07 Meyers Kurt Officer Common Stock 0 0.00 21,694 D
2025-09-22 Raju Robin M Officer M-Exempt D Employee Stock Option (right to buy) 8,726 18.74 163.5K 0 D
2025-09-19 Pearson Mark Director / Officer S-Sale D Common Stock 149 54.47 8.1K 690,529 D
2025-09-18 Pearson Mark Director / Officer M-Exempt A Common Stock 27,200 23.18 630.5K 730,229 D
2025-09-16 Isaacs-Lowe Arlene Director S-Sale D Common Stock 1,800 52.74 94.9K 16,363 D
2025-09-15 HURD JEFFREY J Officer S-Sale D Common Stock 5,690 53.58 304.9K 82,988 D
2025-08-21 SCOTT BERTRAM L Director S-Sale D Common Stock 2,600 51.86 134.8K 26,001 D
2025-08-18 Pearson Mark Director / Officer S-Sale D Common Stock 39,191 53.04 2.08M 703,538 D
2025-08-15 HURD JEFFREY J Officer S-Sale D Common Stock 6,790 54.09 367.3K 88,678 D
2025-08-12 Raju Robin M Officer A-Award A Common Stock 273 0.00 151,258 D
2025-08-12 Pearson Mark Director / Officer A-Award A Common Stock 1,162 0.00 715,529 D
2025-08-12 Lane Nick Officer A-Award A Common Stock 276 0.00 139,624 D
2025-08-12 HURD JEFFREY J Officer A-Award A Common Stock 244 0.00 95,468 D
2025-08-12 Gonzalez Jose Ramon Officer A-Award A Common Stock 131 0.00 88,556 D
2025-08-12 Eckert William James IV Officer A-Award A Common Stock 44 0.00 19,872 D
2025-08-12 BERNSTEIN SETH P Officer A-Award A Common Stock 95 0.00 43,375 D
2025-07-15 Pearson Mark Director / Officer M-Exempt A Common Stock 20,000 23.18 463.6K 744,367 D
2025-06-20 Eckert William James IV Officer S-Sale D Common Stock 4,000 53.09 212.3K 19,827 D
2025-06-16 Pearson Mark Director / Officer S-Sale D Common Stock 5,105 52.98 270.5K 729,262 D
2025-06-09 Raju Robin M Officer A-Award A Common Stock 273 0.00 150,985 D
2025-06-09 Pearson Mark Director / Officer A-Award A Common Stock 1,162 0.00 734,367 D
2025-06-09 Lane Nick Officer A-Award A Common Stock 276 0.00 139,349 D
2025-06-09 HURD JEFFREY J Officer A-Award A Common Stock 244 0.00 95,224 D
2025-06-09 Gonzalez Jose Ramon Officer A-Award A Common Stock 131 0.00 88,425 D
2025-06-09 Eckert William James IV Officer A-Award A Common Stock 44 0.00 23,827 D
2025-06-09 BERNSTEIN SETH P Officer A-Award A Common Stock 95 0.00 43,280 D
2025-05-23 MacKay Craig C Director S-Sale D Common Stock 1,500 51.95 77.9K 16,799 D
2025-05-21 Stonehill Charles G.T. Director A-Award A Common Stock 3,393 0.00 37,457 D
2025-05-21 Stansfield George Director A-Award A Common Stock 3,393 0.00 38,827 D
2025-05-21 SCOTT BERTRAM L Director A-Award A Common Stock 3,393 0.00 28,601 D
2025-05-21 MacKay Craig C Director A-Award A Common Stock 3,393 0.00 18,299 D
2025-05-21 LAMMTENNANT JOAN M Director A-Award A Common Stock 5,428 0.00 47,891 D
2025-05-21 Kaye Daniel G Director A-Award A Common Stock 3,393 0.00 55,686 D
2025-05-21 Isaacs-Lowe Arlene Director A-Award A Common Stock 3,393 0.00 18,163 D
2025-05-21 Hondal Francis Director A-Award A Common Stock 3,393 0.00 24,787 D
2025-05-21 Dachille Douglas A. Director A-Award A Common Stock 3,393 0.00 3,393 D
2025-05-15 Pearson Mark Director / Officer M-Exempt A Common Stock 20,000 23.18 463.6K 763,206 D
2025-05-15 Lane Nick Other M-Exempt A Common Stock 5,000 23.18 115.9K 144,073 D
2025-05-15 HURD JEFFREY J Officer S-Sale D Common Stock 6,666 52.91 352.7K 94,980 D
2025-05-12 Kaye Daniel G Director S-Sale D Common Stock 5,770 53.93 311.2K 52,293 D
2025-05-12 Gonzalez Jose Ramon Officer S-Sale D Common Stock 2,626 53.84 141.4K 88,293 D
2025-05-06 BERNSTEIN SETH P Officer S-Sale D Common Stock 60,000 50.45 3.03M 43,185 D
2025-04-15 Pearson Mark Director / Officer M-Exempt A Common Stock 20,000 23.18 463.6K 773,206 D
2025-04-15 Lane Nick Other M-Exempt A Common Stock 5,000 23.18 115.9K 144,073 D
2025-04-15 HURD JEFFREY J Officer S-Sale D Common Stock 6,666 47.57 317.1K 101,646 D
2025-03-17 HURD JEFFREY J Officer S-Sale D Common Stock 4,133 52.13 215.4K 108,312 D
2025-03-14 Pearson Mark Director / Officer S-Sale D Common Stock 1,198 51.41 61.6K 753,206 D
2025-03-14 Lane Nick Other S-Sale D Common Stock 1,731 51.34 88.9K 139,073 D
2025-03-12 Raju Robin M Officer A-Award A Common Stock 256 0.00 150,713 D
2025-03-12 Pearson Mark Director / Officer A-Award A Common Stock 1,091 0.00 763,206 D
2025-03-12 Lane Nick Other A-Award A Common Stock 259 0.00 139,073 D
2025-03-12 HURD JEFFREY J Officer A-Award A Common Stock 229 0.00 114,978 D
2025-03-12 Gonzalez Jose Ramon Officer A-Award A Common Stock 123 0.00 90,919 D
2025-03-12 Eckert William James IV Officer A-Award A Common Stock 42 0.00 23,783 D
2025-03-12 BERNSTEIN SETH P Officer A-Award A Common Stock 89 0.00 103,185 D
2025-02-28 Raju Robin M Officer A-Award A Common Stock 43,432 0.00 172,629 D
2025-02-28 Pearson Mark Director / Officer F-InKind D Common Stock 73,397 55.02 4.04M 641,066 D
2025-02-28 Lane Nick Other F-InKind D Common Stock 16,585 55.02 912.5K 107,550 D
2025-02-28 HURD JEFFREY J Officer F-InKind D Common Stock 14,560 55.02 801.1K 89,738 D
2025-02-28 Gonzalez Jose Ramon Officer A-Award A Common Stock 30,658 0.00 106,447 D
2025-02-28 Eckert William James IV Officer A-Award A Common Stock 11,114 0.00 29,415 D
2025-02-28 BERNSTEIN SETH P Officer F-InKind D Common Stock 4,906 55.02 269.9K 91,675 D
2025-02-27 Isaacs-Lowe Arlene Director S-Sale D Common Stock 1,350 54.40 73.4K 14,770 D
2025-02-18 HURD JEFFREY J Officer S-Sale D Common Stock 6,666 55.38 369.2K 104,298 D
2025-02-14 Pearson Mark Director / Officer M-Exempt D Employee Stock Option (right to buy) 20,000 23.18 463.6K 426,400 D
2025-02-14 Lane Nick Other S-Sale D Common Stock 19,000 55.29 1.05M 124,135 D
2025-02-13 Raju Robin M Officer A-Award A Common Stock 22,506 0.00 143,866 D
2025-02-13 Pearson Mark Director / Officer A-Award A Common Stock 94,524 0.00 724,463 D
2025-02-13 Lane Nick Other A-Award A Common Stock 22,506 0.00 144,135 D
2025-02-13 HURD JEFFREY J Officer A-Award A Common Stock 18,755 0.00 110,964 D
2025-02-13 Gonzalez Jose Ramon Officer A-Award A Common Stock 9,003 0.00 83,447 D
2025-02-13 Eckert William James IV Officer A-Award A Common Stock 3,376 0.00 21,053 D
2025-02-13 BERNSTEIN SETH P Officer A-Award A Common Stock 7,502 0.00 96,581 D
2025-01-15 Pearson Mark Director / Officer M-Exempt A Common Stock 11,266 23.18 261.1K 659,939 D
2025-01-15 Lane Nick Other M-Exempt D Employee Stock Option (right to buy) 5,000 23.18 115.9K 74,417 D
2025-01-15 HURD JEFFREY J Officer S-Sale D Common Stock 6,666 54.65 364.3K 92,209 D
2025-01-15 Dachille Douglas A. Director Common Stock 0 0.00 0 D
2024-12-23 Eckert William James IV Officer S-Sale D Common Stock 1,700 46.68 79.4K 17,677 D
2024-12-18 Lane Nick Other S-Sale D Common Stock 2,320 46.49 107.9K 141,629 D
2024-12-16 Pearson Mark Director / Officer M-Exempt A Common Stock 20,000 21.34 426.8K 669,939 D
2024-12-16 HURD JEFFREY J Officer S-Sale D Common Stock 6,666 47.31 315.4K 98,875 D
2024-12-03 Raju Robin M Officer A-Award A Common Stock 307 0.00 121,360 D
2024-12-03 Pearson Mark Director / Officer A-Award A Common Stock 1,384 0.00 649,939 D
2024-12-03 Lane Nick Officer A-Award A Common Stock 329 0.00 161,629 D
2024-12-03 HURD JEFFREY J Officer A-Award A Common Stock 295 0.00 105,541 D
2024-12-03 Gonzalez Jose Ramon Officer A-Award A Common Stock 163 0.00 74,444 D
2024-12-03 Eckert William James IV Officer A-Award A Common Stock 56 0.00 19,377 D
2024-12-03 BERNSTEIN SETH P Officer A-Award A Common Stock 118 0.00 89,079 D
2024-11-19 MacKay Craig C Director S-Sale D Common Stock 1,000 46.41 46.4K 14,906 D
2024-11-15 Pearson Mark Director / Officer M-Exempt A Common Stock 20,000 21.34 426.8K 678,555 D
2024-11-08 HURD JEFFREY J Officer S-Sale D Common Stock 6,666 47.53 316.9K 105,246 D
2024-10-15 Pearson Mark Director / Officer M-Exempt A Common Stock 20,000 21.34 426.8K 688,555 D
2024-09-19 Eckert William James IV Officer S-Sale D Common Stock 3,500 42.42 148.5K 19,321 D
2024-09-16 Pearson Mark Director / Officer M-Exempt A Common Stock 20,000 21.34 426.8K 698,555
2024-08-29 Pearson Mark Director / Officer S-Sale D Common Stock 20,000 42.20 843.9K 688,555
2024-08-13 Raju Robin M Officer A-Award A Common Stock 374 0.00 121,053
2024-08-13 Pearson Mark Director / Officer A-Award A Common Stock 1,690 0.00 688,555
2024-08-13 Lane Nick Officer A-Award A Common Stock 401 0.00 161,300
2024-08-13 HURD JEFFREY J Officer A-Award A Common Stock 360 0.00 111,912
2024-08-13 Gonzalez Jose Ramon Officer A-Award A Common Stock 199 0.00 74,281
2024-08-13 Eckert William James IV Officer A-Award A Common Stock 68 0.00 22,821
2024-08-13 BERNSTEIN SETH P Officer A-Award A Common Stock 143 0.00 88,962
2024-07-15 HURD JEFFREY J Officer S-Sale D Common Stock 9,969 43.09 429.6K 111,552
2024-06-14 HURD JEFFREY J Officer S-Sale D Common Stock 9,969 39.62 395.0K 121,521
2024-06-10 Raju Robin M Officer A-Award A Common Stock 355 0.00 120,678
2024-06-10 Pearson Mark Director / Officer A-Award A Common Stock 1,601 0.00 686,864
2024-06-10 Lane Nick Officer A-Award A Common Stock 380 0.00 160,899
2024-06-10 HURD JEFFREY J Officer A-Award A Common Stock 341 0.00 131,490
2024-06-10 Gonzalez Jose Ramon Officer A-Award A Common Stock 188 0.00 74,082
2024-06-10 Eckert William James IV Officer A-Award A Common Stock 65 0.00 22,753
2024-06-10 BERNSTEIN SETH P Officer A-Award A Common Stock 136 0.00 88,818
2024-05-22 Stonehill Charles G.T. Director A-Award A Common Stock 4,306 0.00 34,064
2024-05-22 Stansfield George Director A-Award A Common Stock 4,306 0.00 35,434
2024-05-22 SCOTT BERTRAM L Director A-Award A Common Stock 4,306 0.00 25,208
2024-05-22 MacKay Craig C Director A-Award A Common Stock 4,306 0.00 15,906
2024-05-22 LAMMTENNANT JOAN M Director A-Award A Common Stock 6,889 0.00 42,463
2024-05-22 Kaye Daniel G Director A-Award A Common Stock 4,306 0.00 58,063
2024-05-22 Isaacs-Lowe Arlene Director A-Award A Common Stock 4,306 0.00 16,120
2024-05-22 Hondal Francis Director A-Award A Common Stock 4,306 0.00 21,394
2024-05-15 HURD JEFFREY J Officer S-Sale D Common Stock 9,969 40.42 402.9K 131,093
2024-05-02 BERNSTEIN SETH P Officer M-Exempt A Common Stock 57,209 23.18 1.33M 241,133
2024-04-15 Pearson Mark Director / Officer S-Sale D Common Stock 1,954 36.93 72.2K 685,025
2024-04-15 HURD JEFFREY J Officer S-Sale D Common Stock 2,206 36.90 81.4K 141,062
2024-04-01 Pearson Mark Director / Officer S-Sale D Common Stock 10,000 37.66 376.6K 715,025
2024-03-18 SCOTT BERTRAM L Director S-Sale D Common Stock 7,000 35.29 247.0K 20,902
2024-03-15 HURD JEFFREY J Officer S-Sale D Common Stock 9,969 35.32 352.1K 151,031
2024-03-04 Raju Robin M Officer A-Award A Common Stock 392 0.00 120,296
2024-03-04 Pearson Mark Director / Officer A-Award A Common Stock 1,771 0.00 705,025
2024-03-04 Lane Nick Officer A-Award A Common Stock 420 0.00 160,456
2024-03-04 HURD JEFFREY J Officer A-Award A Common Stock 378 0.00 161,000
2024-03-04 Gonzalez Jose Ramon Officer A-Award A Common Stock 208 0.00 73,859
2024-03-04 Eckert William James IV Officer A-Award A Common Stock 71 0.00 22,673
2024-03-04 BERNSTEIN SETH P Officer A-Award A Common Stock 150 0.00 118,478
2024-03-01 Pearson Mark Director / Officer S-Sale D Common Stock 20,000 33.77 675.4K 703,254
2024-02-29 HURD JEFFREY J Officer S-Sale D Common Stock 9,969 34.28 341.7K 160,622
2024-02-28 Raju Robin M Officer F-InKind D Common Stock 12,551 34.18 429.0K 116,246
2024-02-28 Pearson Mark Director / Officer F-InKind D Common Stock 69,317 34.18 2.37M 687,627
2024-02-28 Lane Nick Officer F-InKind D Common Stock 16,301 34.18 557.2K 149,794
2024-02-28 HURD JEFFREY J Officer F-InKind D Common Stock 14,462 34.18 494.3K 160,838
2024-02-28 Gonzalez Jose Ramon Officer F-InKind D Common Stock 7,774 34.18 265.7K 69,261
2024-02-28 Eckert William James IV Officer F-InKind D Common Stock 2,035 34.18 69.6K 22,602
2024-02-28 BERNSTEIN SETH P Officer F-InKind D Common Stock 3,413 34.18 116.7K 118,328
2024-02-21 Stonehill Charles G.T. Director S-Sale D Common Stock 5,000 34.02 170.1K 29,758
2024-02-15 Lane Nick Officer S-Sale D Common Stock 10,000 34.27 342.7K 176,095
2024-02-14 Raju Robin M Officer A-Award A Common Stock 31,371 0.00 128,797
2024-02-14 Pearson Mark Director / Officer A-Award A Common Stock 137,319 0.00 756,944
2024-02-14 Lane Nick Officer A-Award A Common Stock 31,963 0.00 176,095
2024-02-14 HURD JEFFREY J Officer A-Award A Common Stock 29,595 0.00 175,300
2024-02-14 Gonzalez Jose Ramon Officer A-Award A Common Stock 14,206 0.00 77,035
2024-02-14 Eckert William James IV Officer A-Award A Common Stock 5,328 0.00 23,484
2024-02-14 BERNSTEIN SETH P Officer A-Award A Common Stock 11,838 0.00 118,354
2024-02-07 Lane Nick Officer M-Exempt A Common Stock 10,000 23.18 231.8K 164,132

Executive team

Top executives
EBIT / Employee
-121.1K
Shares Outstanding
281.54M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-04 8-K
2026-04-29 SC 13G
2026-04-29 SC 13G
2026-04-21 4
2026-04-21 10-K/A
2026-04-17 4
2026-04-17 4
2026-04-17 4
2026-04-16 8-K
2026-04-10 4

Executive team

NameTitleCompensationGender
Seth Perry Bernstein Head of Asset Management 8M male
Mark Pearson President, Chief Executive Officer & Director 5M male
Jeffrey Joy Hurd Senior Executive Vice President & Chief Operating Officer 3M male
Nicholas Burritt Lane President of Equitable, Senior EVice President & Head of Retirement, Wealth Management & Protection Solutions 3M male
Robin Matthew Raju Senior Executive Vice President & Chief Financial Officer 3M male
William James Eckert Senior Vice President, Chief Accounting Officer & Controller male
Glen Gardner Chief Investment Officer male
Kurt Meyers Chief Legal Officer & Corporate Secretary male
Michael Healy Chief Information Officer male
Erik James Bass Chief Strategy Officer & Head of Investor Relations male
ESG Rating
B
INSURANCE - DIVERSIFIED
2026
E (Environmental)
61.3 / 69.7
Company / Sector avg.
S (Social)
86.1 / 73.8
Company / Sector avg.
G (Governance)
79.3 / 67.0
Company / Sector avg.
ESG Total
75.6 / 70.2
Company / Sector avg.
ESG Score History INSURANCE - DIVERSIFIED
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2026-03-02 2026-04-10 Michael McCaul TX10 Spouse Purchase $50,001 - $100,000
2025-10-24 2025-11-14 Ro Khanna CA17 Purchase $1,001 - $15,000
2025-10-16 2025-11-14 Ro Khanna CA17 Spouse Purchase $1,001 - $15,000
2025-10-06 2025-11-14 Ro Khanna CA17 Spouse Purchase $1,001 - $15,000
2025-09-25 2025-10-03 Ro Khanna CA17 Purchase $1,001 - $15,000
2025-09-24 2025-10-13 Michael McCaul TX10 Spouse Sale $50,001 - $100,000
2025-09-05 2025-10-03 Ro Khanna CA17 Purchase $1,001 - $15,000
2025-07-16 2025-08-13 Lisa McClain MI09 Spouse Sale (Full) $1,001 - $15,000
2024-05-20 2024-06-20 Michael McCaul TX10 Sale $15,001 - $50,000
2024-05-20 2024-06-20 Michael McCaul TX10 Spouse Sale $100,001 - $250,000
2024-01-23 2024-02-22 Michael McCaul TX10 Spouse Sale $15,001 - $50,000
2024-01-23 2024-02-22 Michael McCaul TX10 Sale $1,001 - $15,000
2023-05-12 2023-06-22 Michael McCaul TX10 Sale $15,001 - $50,000
2023-05-12 2023-06-22 Michael McCaul TX10 Spouse Sale $100,001 - $250,000
2023-04-14 2023-05-12 Michael McCaul TX10 Purchase $15,001 - $50,000
2023-04-14 2023-05-12 Michael McCaul TX10 Spouse Purchase $100,001 - $250,000
2023-03-24 2023-04-07 Ro Khanna CA17 Sale $1,001 - $15,000
2022-06-17 2022-07-07 Ro Khanna CA17 Purchase $1,001 - $15,000
2022-05-05 2022-06-14 Michael McCaul TX10 Spouse Purchase $15,001 - $50,000
2022-05-05 2022-06-14 Michael McCaul TX10 Purchase $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits