Upgrade to Finviz Elite: Get our fastest platform speed, real-time data, and unlimited screening & charting. Start Free Trial

Open in Screener

CME

CME Group Inc

Feb 06 • 04:00PM ET

302.27

+4.89 1.64 %

Financial • Financial Data & Stock Exchanges • USA • NASD

Feb 06, 4:05 AMCME Group raises margin requirements on gold futures as continued price volatility prompts the exchange operator to hike collateral demands.

Peers: ICE CBOE NDAQ MKTX MSCI SPGI MCO FDS INFO COIN

| Held by: VTI VOO IVV SPY VTV XLF VIG VYM JEPI DIVO

Index	S&P 500	P/E	27.09	EPS (ttm)	11.16	Insider Own	0.42%	Shs Outstand	360.60M	Perf Week	4.57%
Market Cap	109.00B	Forward P/E	24.02	EPS next Y	12.58	Insider Trans	-2.93%	Shs Float	359.08M	Perf Month	13.28%
Enterprise Value	107.87B	PEG	3.35	EPS next Q	3.01	Inst Own	90.61%	Short Float	1.17%	Perf Quarter	12.79%
Income	4.02B	P/S	16.72	EPS this Y	5.25%	Inst Trans	-0.43%	Short Ratio	2.13	Perf Half Y	7.59%
Sales	6.52B	P/B	3.86	EPS next Y	6.75%	ROA	2.40%	Short Interest	4.21M	Perf YTD	10.69%
Book/sh	78.34	P/C	23.96	EPS next 5Y	7.16%	ROE	14.63%	52W High	302.20 0.02%	Perf Year	25.09%
Cash/sh	12.61	P/FCF	26.69	EPS past 3/5Y	14.69% 13.70%	ROIC	12.51%	52W Low	239.70 26.10%	Perf 3Y	80.89%
Dividend Est.	11.20 (3.71%)	EV/EBITDA	23.65	Sales past 3/5Y	9.11% 5.95%	Gross Margin	82.58%	Volatility	2.56% 1.97%	Perf 5Y	76.43%
Dividend TTM	5.00 (1.65%)	EV/Sales	16.54	EPS Y/Y TTM	15.41%	Oper. Margin	64.86%	ATR (14)	5.76	Perf 10Y	301.53%
Dividend Ex-Date	Dec 12, 2025	Quick Ratio	1.02	Sales Y/Y TTM	6.37%	Profit Margin	61.67%	RSI (14)	78.28	Recom	2.56
Dividend Gr. 3/5Y	-16.21% -3.26%	Current Ratio	1.03	EPS Q/Q	35.07%	SMA20	6.85%	Beta	0.26	Target Price	301.36
Payout	44.80%	Debt/Eq	0.12	Sales Q/Q	8.09%	SMA50	9.08%	Rel Volume	1.48	Prev Close	297.38
Employees	3760	LT Debt/Eq	0.12	Earnings	Feb 04 BMO	SMA200	10.39%	Avg Volume	1.97M	Price	302.27
IPO	Dec 06, 2002	Option/Short	Yes / Yes	EPS/Sales Surpr.	0.75% 0.09%	Trades		Volume	2,927,126	Change	1.64%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-14-26	Upgrade	TD Cowen	Hold → Buy	$305
Oct-23-25	Upgrade	Deutsche Bank	Hold → Buy	$300
Sep-25-25	Upgrade	Citigroup	Neutral → Buy	$300
Jul-24-25	Downgrade	UBS	Buy → Neutral	$305
Apr-08-25	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$301
Mar-10-25	Upgrade	Raymond James	Mkt Perform → Outperform	$287
Jan-06-25	Downgrade	Citigroup	Buy → Neutral	$255 → $250
Oct-08-24	Downgrade	Redburn Atlantic	Buy → Neutral	$244
Sep-27-24	Initiated	RBC Capital Mkts	Sector Perform	$235
Sep-26-24	Initiated	TD Cowen	Hold	$221
Sep-03-24	Downgrade	BofA Securities	Neutral → Underperform	$212 → $177
Jun-21-24	Downgrade	JP Morgan	Neutral → Underweight	$206 → $187
Jan-08-24	Downgrade	Barclays	Overweight → Equal Weight	$244 → $222
Jan-03-24	Downgrade	Goldman	Neutral → Sell	$195
Sep-06-23	Upgrade	BofA Securities	Underperform → Neutral	$167 → $204
Jun-28-23	Initiated	Barclays	Overweight	$215
Jan-05-23	Upgrade	Credit Suisse	Neutral → Outperform	$191
Oct-12-22	Upgrade	Deutsche Bank	Hold → Buy	$212 → $200
Oct-12-22	Initiated	Citigroup	Buy	$220
Aug-17-22	Initiated	Rosenblatt	Sell	$171

Show Previous Ratings

Feb-06-26 04:08PM	Gold Closes Out Volatile Week on Higher Note (The Wall Street Journal)
11:23AM	Record Trading Boosts This Financial Firm As Prediction Markets Tempt Exchanges (Investor's Business Daily)
11:19AM	5 Securities & Exchanges Stocks to Watch Amid Increased Volatility (Zacks)
10:30AM	Cboe Global's Q4 Earnings Beat Estimates on Higher Revenues (Zacks)
10:06AM	Asian and American Inflows Support Gold Uptick (The Wall Street Journal)
08:51AM	Loading…
08:51AM	Pelican Bay Capital Management Sold CME Group (CME) in Q4 (Insider Monkey)
07:12AM	Copper Set for Weekly Loss But Fundamentals Still Strong (The Wall Street Journal)
05:05AM	Exchange Giant CME Raises Gold, Silver Margins as Volatility Persists (The Wall Street Journal)
04:01AM	Gold Holds Below $5,000 As Volatility Remains High, Exchange Operator CME Hikes Margins (The Wall Street Journal)
Feb-05-26 04:48PM	Bitcoin Falls To 16-Month Low, Stifel Warns Of Drop To $38,000. Clarity Talks Hit Snag. (Investor's Business Daily)
11:54AM	ICE's Q4 Earnings and Revenues Top Estimates, Dividend Raised (Zacks)
12:31AM	CME Q4 Deep Dive: Retail and Crypto Expansion Fuel Stable Results, New Products Ahead (StockStory)
Feb-04-26 11:26PM	Why Is The Crypto Market Down Today? (BeInCrypto)
04:21PM	CME Explores Launching Its Own Coin as 24/7 Trading for Crypto Funds Nears (decrypt)
04:03PM	CME Group Inc (CME) Q4 2025 Earnings Call Highlights: Record Revenues and Strategic Expansions ... (GuruFocus.com)
03:38PM	Loading…
03:38PM	Wall Street Is Eyeing a CME Coin, and It Could Matter More Than Stablecoins (BeInCrypto)
03:15PM	Record Trading Boosts This Financial Firm As Prediction Markets Tempt Exchanges (Investor's Business Daily)
02:57PM	CME Group Eyes 'CME Coin' After JPMorgan Success-Chart Shows Breakout To $320 (Benzinga)
01:31PM	Wall Street giant CME Group is eyeing its own 'CME Coin,' CEO says (CoinDesk)
11:43AM	Analyst Report: CME Group Inc. (Morningstar Research)
11:37AM	CME Group Q4 Earnings and Revenues Top Estimates, ADV Rises Y/Y (Zacks)
10:10AM	CME Group Q4 Earnings Call Highlights (MarketBeat)
09:48AM	CME Group (CME) Q4 2025 Earnings Call Transcript (Motley Fool)
09:30AM	Compared to Estimates, CME (CME) Q4 Earnings: A Look at Key Metrics (Zacks)
08:15AM	CME Group (CME) Q4 Earnings and Revenues Top Estimates (Zacks)
07:35AM	CME Group's (NASDAQ:CME) Q4 CY2025 Earnings Results: Revenue In Line With Expectations (StockStory)
07:17AM	CME: Q4 Earnings Snapshot (Associated Press Finance)
07:00AM	CME Group Inc. Reports Fourth Consecutive Year of Record Annual Revenue, Adjusted Operating Income, Adjusted Net Income and Adjusted Earnings Per Share for 2025 (PR Newswire)
Feb-03-26 09:30AM	Farmer sentiment drops sharply at start of 2026 as economic concerns increase (PR Newswire)
07:30AM	CME Group January Volume Sets New Record of 29.6 Million Contracts, Up 15% Year Over Year (PR Newswire)
10:16PM	Loading…
Feb-02-26 10:16PM	CME Group (CME) To Report Earnings Tomorrow: Here Is What To Expect (StockStory)
02:29PM	Precious Metals Finish Lower But Turnaround Eyed (The Wall Street Journal)
11:27AM	CME Group's Q4 Earnings Coming Up: What's in the Cards? (Zacks)
10:11AM	Golds Rout Fails to Dent Bullish Calls at Major Banks (The Wall Street Journal)
09:42AM	Silver Higher After Fridays Massive Fall (The Wall Street Journal)
08:29AM	Palantir, AMD, Amazon and More Stocks with Earnings This Week (Benzinga)
08:00AM	Silver price shifts have not been seen in almost half a century, UBS says (Investing.com)
06:51AM	Gold, Silver Likely to See Continued Volatility (The Wall Street Journal)
06:03AM	Golds Decline Seen as Healthy Correction After Irrational Rally (The Wall Street Journal)
05:24AM	Global Stocks Fall, Metals Slump as Markets Digest Trumps Fed Chair Pick (The Wall Street Journal)
04:14AM	Gold Slips Below $5,000 After CME Raises Margin Requirements (The Wall Street Journal)
Feb-01-26 03:44PM	Gold, Silver Prices Dropped. Why Analysts Aren't Panicking. (Barrons.com)
07:47AM	January jobs data, Alphabet and Amazon earnings, more Warsh fallout: What to watch this week (Yahoo Finance)
Jan-31-26 07:25PM	The Fed Paused Rate Cuts. That's Great News for These 2 Financial Stocks (Motley Fool)
Jan-30-26 07:58PM	Meet the Winner of Our 2025 Forecasting Challenge (Barrons.com)
02:02PM	Silver Prices Crash 31% in Second Worst Day on Record (The Wall Street Journal)
09:15AM	Curious about CME (CME) Q4 Performance? Explore Wall Street Estimates for Key Metrics (Zacks)
05:22AM	Copper Falls as LME Trade Halt Caps Turbulent Week for Metals (Bloomberg)
Jan-29-26 10:55AM	Nasdaq Beats Q4 Earnings & Revenue Estimates, Tweaks Expense View (Zacks)
10:24AM	Gold Tops $5,200 as Dollar Slides; Silver Up Over 50% YTD (GuruFocus.com)
10:00AM	IntercontinentalExchange (ICE) Earnings Expected to Grow: Should You Buy? (Zacks)
08:15AM	Nasdaq (NDAQ) Tops Q4 Earnings and Revenue Estimates (Zacks)
02:49AM	Gold Tops $5,500 as Record Rally Gains Pace on Debasement Trade (Bloomberg)
Jan-28-26 11:00AM	CME Group Named as First-Ever Chicago White Sox Jersey Patch Sponsor (PR Newswire)
10:00AM	CME Group (CME) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
02:45AM	Gold Hits Record Above $5,280 as Trump Dollar Comments Aid Rally (Bloomberg)
Jan-27-26 11:15AM	CME Group Reaches New Record in Metals Futures and Options (PR Newswire)
Jan-26-26 09:36AM	Gold Prices Top $5,000. These ETFs, Gold Miner Stocks Surge. (Investor's Business Daily)
09:27AM	Will Nasdaq's Beat Streak Continue This Earnings Season? (Zacks)
Jan-25-26 08:22PM	What the Fed's Expected 2026 Rate Cuts Could Mean for the Stock Market (Motley Fool)
Jan-22-26 09:18PM	Analyst Report: CME Group Inc. (Morningstar Research)
08:55AM	How to Boost Your Portfolio with Top Finance Stocks Set to Beat Earnings (Zacks)
Jan-21-26 04:15PM	Natural Gas Prices Soar as Dangerous Freeze Takes Hold Across Massive Swath of the US (Bloomberg)
03:27PM	CME Group Sets New Record in Natural Gas Futures and Options (PR Newswire)
02:06PM	Wall Street Pulls Back From a Money-Spinning Bitcoin Trade (Bloomberg)
Jan-20-26 06:31PM	Stocks slide after Trump threatens European allies with tariffs (CBS News)
01:38PM	CME Group Trades Above 50- and 200-Day SMA: How to Play the Stock? (Zacks)
07:01AM	ICE Unveils Plans for 24/7 Trading of Tokenized Securities (Zacks)
Jan-16-26 02:47AM	CME Group to offer cardano, chainlink, stellar futures as institutions seek regulated risk-management tools (CoinDesk)
12:27AM	CME Group to Launch Cardano, Chainlink, and Stellar Crypto Futures on February 9 (BeInCrypto)
Jan-15-26 12:33PM	Investors Bet on Fewer Rate Cuts Following Solid Jobs Data (The Wall Street Journal)
12:00PM	Chainlink, Cardano and Stellar Futures Begin Trading on CME Next Month (decrypt)
11:23AM	CME Group to Launch Cardano, Chainlink, Stellar Futures on Feb 9 (Coinspeaker)
08:45AM	CME Group to Expand Crypto Derivatives Suite with Launch of Cardano, Chainlink and Stellar Futures (PR Newswire)
Jan-14-26 10:12AM	Silver is getting more expensive to trade, but it could still hit $100. Here's how. (MarketWatch)
08:03AM	Here Are Wednesdays Top Wall Street Analyst Research Calls: AppLovin, Blackrock, Citigroup, DoorDash, Fabrinet, KLA Corp, Okta, Rivian, Uber and More (24/7 Wall St.)
07:20AM	Here's What to Expect From CME Group's Next Earnings Report (Barchart)
Jan-13-26 10:14AM	Gold and Silver Hit Record on Inflation Data, Fed Criminal Probe (Bloomberg)
09:00AM	CME Group to Launch 100-Ounce Silver Futures to Meet Record Retail Demand (PR Newswire)
Jan-12-26 11:09PM	CME to Shift Precious-Metals Margin Settings as Prices Swing (Bloomberg)
11:02PM	CME Group (CME): Buy, Sell, or Hold Post Q3 Earnings? (StockStory)
06:49PM	Stock market today: Dow, S&P 500, Nasdaq futures steady after Fed drama as CPI inflation check looms (Yahoo Finance)
06:49PM	Stock market today: Dow, S&P 500, Nasdaq futures slide after Fed drama as CPI inflation check looms (Yahoo Finance)
Jan-10-26 04:20AM	Nasdaq, CME Unite Crypto Indexes Under New Benchmark (Cryptonews)
Jan-09-26 07:08PM	Analyst Report: CME Group Inc. (Morningstar Research)
09:28AM	EXCLUSIVE: 'Big Short' Investor Danny Moses: Ignore Prediction Markets At Your Own Risk (Benzinga)
08:40AM	MarketAxess 4Q25 Sneak Peek: ADV Cools, Eurobonds Cushion the Fall (Zacks)
Jan-08-26 04:53PM	Top Analyst Reports for Johnson & Johnson, Caterpillar and Qualcomm (Zacks)
11:14AM	Reasons Why Investors Should Bet on S&P Global Stock Right Now (Zacks)
07:11AM	Higher-for-Longer Rates Could Reward These 3 Overlooked Stocks (MarketBeat)
03:00AM	CME Group International Average Daily Volume Reaches Record 8.4 Million Contracts in 2025, Up 8% from 2024 (PR Newswire)
Jan-07-26 12:10PM	Will CME (CME) Beat Estimates Again in Its Next Earnings Report? (Zacks)
08:55AM	Why Investors Need to Take Advantage of These 2 Finance Stocks Now (Zacks)
Jan-06-26 09:19PM	Gold and Silver Prices Are Surging Again Following Venezuela Developments (Investopedia)
09:30AM	Farmer sentiment drifts lower as trade uncertainty hangs over agriculture (PR Newswire)
08:55AM	These 2 Finance Stocks Could Beat Earnings: Why They Should Be on Your Radar (Zacks)
08:45AM	3 Crypto-Centric Stocks to Boost Your Portfolio Before Next Bitcoin Rally (Zacks)
Jan-05-26 12:42PM	Venezuela Fuels Broad Sector Rally But These Oil And Gas Plays Slide (Investor's Business Daily)
10:14AM	CME Group Posts Record Trading Volumes in 2025 as Crypto and Rates Drive Activity (Cryptonews)
09:45AM	CME Groups average crypto derivatives volume hit record $12 billion in 2025 (CoinDesk)

CME Group, Inc. operates a derivatives marketplace, which offers a range of futures and options products for risk management. Its exchanges offer a range of global benchmark products across all major asset classes based on interest rates, equity indexes, foreign exchange (FX), energy, agricultural commodities and metals. It offers futures and options on futures trading across asset classes through the CME Globex platform, fixed income trading via BrokerTec and FX trading on the EBS platform. In addition, it also operates CME Clearing, a central counterparty clearing provider. The company was founded in 1898 and is headquartered in Chicago, IL.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Dennis Suskind	Director	Feb 06 '26	Proposed Sale	297.38	748	222,440		Feb 06 04:11 PM
SHEPARD WILLIAM R	Director	Dec 30 '25	Buy	278.37	251	69,929	258,710	Jan 02 02:30 PM
SHEPARD WILLIAM R	Director	Dec 30 '25	Buy	278.37	11	3,079	2,477	Jan 02 02:30 PM
DUFFY TERRENCE A	Chairman and CEO	Dec 11 '25	Sale	269.55	25,000	6,738,815	65,804	Dec 15 03:05 PM
Terrence Duffy	officer	Dec 11 '25	Proposed Sale	268.98	25,000	6,724,551		Dec 11 01:22 PM
Sammann Derek	Sr MD Gl Hd Commodities Mkts	Nov 20 '25	Sale	275.67	7,200	1,984,798	7,022	Nov 21 04:09 PM
Sammann Derek	Director	Nov 20 '25	Proposed Sale	274.99	7,200	1,979,928		Nov 20 03:03 PM
Ford Harold Eugene Jr.	Director	Nov 03 '25	Sale	263.53	1,000	263,530	1,091	Nov 04 11:34 AM
HAROLD E FORD JR.	Director	Nov 03 '25	Proposed Sale	263.52	1,000	263,520		Nov 03 04:35 PM
SHEPARD WILLIAM R	Director	Sep 25 '25	Buy	265.19	262	69,603	258,459	Sep 26 08:46 PM
SHEPARD WILLIAM R	Director	Sep 25 '25	Buy	265.22	12	3,069	2,466	Sep 26 08:46 PM
Marcus Jonathan L	Sr MD General Counsel	Sep 18 '25	Sale	262.00	392	102,704	7,851	Sep 18 07:30 PM
JONATHAN MARCUS	Officer	Sep 18 '25	Proposed Sale	262.00	392	102,704		Sep 18 04:03 PM
Marcus Jonathan L	Sr MD General Counsel	Sep 16 '25	Sale	258.96	376	97,369	8,537	Sep 17 01:49 PM
McCourt Timothy Francis	Sr MD Global Head Equity & FX	Sep 16 '25	Sale	259.83	379	98,476	9,508	Sep 17 01:48 PM
JONATHAN MARCUS	Officer	Sep 16 '25	Proposed Sale	258.96	376	97,369		Sep 16 04:01 PM
Cutinho Sunil	Chief Information Officer	Aug 26 '25	Sale	271.47	11,896	3,229,444	17,440	Aug 26 04:24 PM
SUNIL CUTINHO	Officer	Aug 26 '25	Proposed Sale	271.47	11,896	3,229,452		Aug 26 04:06 PM
JAMES NEWSOME	Director	Aug 18 '25	Proposed Sale	6.16	32,468	200,055		Aug 18 04:20 PM
SHEPARD WILLIAM R	Director	Jun 25 '25	Buy	270.53	256	69,282	258,196	Jun 26 06:11 PM
SHEPARD WILLIAM R	Director	Jun 25 '25	Buy	270.53	11	3,054	2,455	Jun 26 06:11 PM
Carey Charles P	Director	Jun 10 '25	Sale	265.35	500	132,676	4,900	Jun 11 09:10 AM
Carey Charles P	Director	May 28 '25	Proposed Sale	286.37	500	143,185		Jun 04 11:48 AM
Kaye Daniel G	Director	May 22 '25	Sale	282.42	500	141,210	3,668	May 23 12:20 PM
Kaye Daniel G	Director	May 22 '25	Proposed Sale	282.50	500	141,250		May 22 03:43 PM
Marcus Jonathan L	Sr MD General Counsel	May 20 '25	Sale	277.50	390	108,225	6,708	May 21 01:43 PM
JONATHAN MARCUS	Officer	May 20 '25	Proposed Sale	277.50	390	108,225		May 20 04:02 PM
Lockett Phyllis M	Director	May 19 '25	Sale	277.88	1,060	294,553	3,108	May 20 08:32 AM
Lockett Phyllis M	Director	May 19 '25	Proposed Sale	278.95	1,060	295,687		May 19 01:57 PM
GEPSMAN MARTIN J	Director	May 15 '25	Sale	273.17	300	81,951	24,767	May 19 09:08 AM
Carey Charles P	Director	May 15 '25	Sale	272.56	3,000	817,680	5,400	May 19 09:03 AM
Carey Charles P	Director	May 15 '25	Proposed Sale	266.60	3,000	799,800		May 15 10:54 AM
GEPSMAN MARTIN J	Director	May 13 '25	Proposed Sale	267.50	300	80,250		May 13 03:31 PM
Sammann Derek	Sr MD Gl Hd Commodities Mkts	May 05 '25	Sale	280.61	4,650	1,304,847	8,336	May 07 06:16 PM
Sammann Derek	Officer	May 02 '25	Proposed Sale	281.20	4,650	1,307,580		May 02 04:15 PM
Suskind Dennis	Director	Apr 29 '25	Sale	271.28	1,000	271,280	2,915	Apr 30 04:17 PM
Dennis Suskind	Director	Apr 29 '25	Proposed Sale	268.24	1,000	268,240		Apr 29 05:13 PM
GERDES LARRY G	Director	Apr 25 '25	Sale	266.12	2,000	532,239	36,651	Apr 28 12:02 PM
GERDES LARRY G	Director	Apr 24 '25	Sale	264.10	2,000	528,203	38,651	Apr 28 12:02 PM
LARRY G GERDES	Director	Apr 25 '25	Proposed Sale	266.12	2,000	532,239		Apr 25 04:28 PM
LARRY G GERDES	Director	Apr 24 '25	Proposed Sale	264.10	2,000	528,203		Apr 24 04:09 PM
SHEPARD WILLIAM R	Director	Mar 26 '25	Buy	262.62	263	68,954	257,061	Mar 27 07:19 PM
SHEPARD WILLIAM R	Director	Mar 26 '25	Buy	262.62	12	3,041	2,443	Mar 27 07:19 PM
Lucas Deborah J	Director	Mar 14 '25	Sale	256.95	1,500	385,425	3,356	Mar 18 12:19 PM
SIEGEL HOWARD J	Director	Mar 13 '25	Sale	260.00	10,000	2,600,000	21,873	Mar 17 02:01 PM
Lucas Deborah J	Director	Mar 14 '25	Proposed Sale	259.00	1,500	388,500		Mar 14 09:43 AM
SIEGEL HOWARD J	Director	Mar 12 '25	Proposed Sale	255.67	20,000	5,113,400		Mar 12 03:20 PM
DUFFY TERRENCE A	Chairman and CEO	Mar 11 '25	Sale	259.18	30,000	7,775,400	53,205	Mar 11 04:44 PM
DUFFY TERRENCE A	Officer	Mar 11 '25	Proposed Sale	258.67	30,000	7,760,000		Mar 11 03:43 PM
Sprague Suzanne	COO & Global Head of Clearing	Mar 03 '25	Sale	256.83	1,500	385,249	8,036	Mar 04 02:11 PM
Sprague Suzanne	Officer	Mar 03 '25	Proposed Sale	256.83	1,500	385,249		Mar 03 05:32 PM
Piell Hilda Harris	Sr MD & Chief HR Officer	Feb 27 '25	Sale	250.47	3,984	997,853	27,046	Feb 28 03:33 PM
Piell Hilda Harris	Officer	Feb 27 '25	Proposed Sale	250.47	3,984	997,853		Feb 27 06:22 PM
Vroman Ken	Chief Transformation Officer	Feb 13 '25	Sale	250.00	5,066	1,266,500	16,715	Feb 14 09:05 AM
Winkler Julie	Sr MD Chief Commercial Officer	Feb 13 '25	Sale	249.17	11,592	2,888,379	21,885	Feb 14 09:02 AM
Winkler Julie	Officer	Feb 13 '25	Proposed Sale	249.17	11,592	2,888,435		Feb 13 06:36 PM
Vroman Ken	Officer	Feb 13 '25	Proposed Sale	250.00	5,066	1,266,500		Feb 13 06:17 PM

Open in Screener

AB

AllianceBernstein Holding Lp

Feb 06 • 04:00PM ET

39.43

-2.93 -6.92 %

Financial • Asset Management • USA • NYSE

AB AllianceBernstein Holding Lp daily Stock Chart

Peers: BLK TROW BEN IVZ JHG AMP BK STT NTRS BLBD

| Held by: KBWD PKW NANC DSMC FFND VUS

Index	-	P/E	13.13	EPS (ttm)	3.00	Insider Own	2.57%	Shs Outstand	90.99M	Perf Week	-7.31%
Market Cap	3.59B	Forward P/E	9.76	EPS next Y	4.04	Insider Trans	-1.34%	Shs Float	88.66M	Perf Month	1.21%
Enterprise Value	3.59B	PEG	-	EPS next Q	0.88	Inst Own	15.28%	Short Float	0.11%	Perf Quarter	-0.48%
Income	299.84M	P/S	-	EPS this Y	11.12%	Inst Trans	-18.20%	Short Ratio	0.33	Perf Half Y	-1.65%
Sales	0.00M	P/B	3.05	EPS next Y	9.24%	ROA	19.74%	Short Interest	0.10M	Perf YTD	2.47%
Book/sh	12.92	P/C	-	EPS next 5Y	-	ROE	19.77%	52W High	44.11 -10.61%	Perf Year	-1.15%
Cash/sh	0.00	P/FCF	9.90	EPS past 3/5Y	3.26% 0.57%	ROIC	25.51%	52W Low	32.28 22.15%	Perf 3Y	2.20%
Dividend Est.	3.79 (9.62%)	EV/EBITDA	-	Sales past 3/5Y	- -	Gross Margin	-	Volatility	4.97% 3.50%	Perf 5Y	9.16%
Dividend TTM	3.47 (8.80%)	EV/Sales	-	EPS Y/Y TTM	-19.10%	Oper. Margin	-	ATR (14)	1.51	Perf 10Y	113.83%
Dividend Ex-Date	Feb 20, 2026	Quick Ratio	-	Sales Y/Y TTM	-	Profit Margin	-	RSI (14)	44.53	Recom	2.62
Dividend Gr. 3/5Y	-0.66% 4.46%	Current Ratio	-	EPS Q/Q	-3.52%	SMA20	-2.65%	Beta	0.84	Target Price	40.67
Payout	116.97%	Debt/Eq	0.00	Sales Q/Q	-	SMA50	-1.99%	Rel Volume	4.43	Prev Close	42.36
Employees	4341	LT Debt/Eq	0.00	Earnings	Feb 05 BMO	SMA200	-1.24%	Avg Volume	293.46K	Price	39.43
IPO	Apr 14, 1988	Option/Short	Yes / Yes	EPS/Sales Surpr.	4.37% 0.13%	Trades		Volume	1,300,775	Change	-6.92%

Date	Action	Analyst	Rating Change	Price Target Change
Jun-27-25	Downgrade	Goldman	Buy → Neutral	$40
Apr-03-25	Downgrade	BofA Securities	Buy → Neutral	$38
Feb-25-25	Downgrade	TD Cowen	Buy → Hold	$38 → $38.50
Aug-27-24	Initiated	Barclays	Equal Weight	$35
Jan-04-24	Initiated	TD Cowen	Outperform	$36
Oct-03-23	Upgrade	Goldman	Neutral → Buy	$40.80 → $36.75
Sep-05-23	Upgrade	BofA Securities	Neutral → Buy	$36 → $47
Feb-13-23	Upgrade	Credit Suisse	Neutral → Outperform	$32 → $43.50
Oct-19-22	Initiated	Credit Suisse	Neutral	$28
Sep-07-22	Resumed	BofA Securities	Neutral	$45
Jan-12-22	Reiterated	Citigroup	Buy	$62 → $64.50
Aug-02-21	Upgrade	Citigroup	Neutral → Buy	$44 → $54.50
Apr-09-21	Downgrade	BofA Securities	Buy → Neutral
Apr-06-21	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$42
Mar-26-21	Downgrade	Goldman	Buy → Neutral	$41 → $40
Mar-25-21	Downgrade	Citigroup	Buy → Neutral	$41 → $40
Jan-12-21	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$40
Oct-19-20	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$31 → $34
Sep-21-20	Upgrade	BofA Securities	Neutral → Buy
Jul-13-20	Initiated	Evercore ISI	Outperform	$30

Show Previous Ratings

Feb-06-26 08:23AM	Equitable Q4 Earnings Call Highlights (MarketBeat) -6.92%
02:15AM	AllianceBernstein Q4 Earnings Call Highlights (MarketBeat)
Feb-05-26 04:07PM	AllianceBernstein Holding LP (AB) Q4 2025 Earnings Call Highlights: Record AUM Amid Mixed ... (GuruFocus.com)
01:00PM	Analyst Report: AllianceBernstein Holding L.P. (Morningstar Research)
06:49AM	AllianceBernstein: Q4 Earnings Snapshot (Associated Press Finance)
06:20AM	Loading…
06:20AM	ALLIANCEBERNSTEIN HOLDING L.P. ANNOUNCES FOURTH QUARTER RESULTS (PR Newswire)
Feb-03-26 06:43PM	Stocks fall as S&P 500 dragged down by tech. Is the selling over? (MarketWatch)
09:31AM	What Are Wall Street Analysts' Target Price for Airbnb Stock? (Barchart)
Feb-01-26 06:50PM	Here Are Congresswoman Nancy Pelosi's Initial Stock Moves in 2026: They Include Nvidia, Alphabet, and Amazon Stocks, and Others (Motley Fool)
08:30AM	Is AllianceBernstein Holding L.P. (AB) One of the Best Nancy Pelosi Stocks to Buy in 2026? (Insider Monkey)
Jan-30-26 09:08AM	HP Inc. Stock: Analyst Estimates & Ratings (Barchart)
Jan-28-26 03:53AM	Barclays Updates Models on AllianceBernstein (AB) as Fund Flows Remain Weak (Insider Monkey)
Jan-27-26 09:43AM	Bond-Market Contrarians Look to Buy US 30-Year Near 5% Yield (Bloomberg)
Jan-26-26 06:18PM	Pelosi's Bullish 2026 Buy List: AI, Power & Dividends (MarketBeat) +7.49%
02:21PM	Nancy Pelosi Discloses New Stock Trades: Here's What She's Loading Up On - And What's She's Selling (Benzinga)
07:38AM	Loading…
Jan-14-26 07:38AM	IVZ's December AUM Rises on Inflows Despite Weak Markets, Stock Down (Zacks)
Jan-12-26 04:05PM	AB Announces December 31, 2025 Assets Under Management (PR Newswire)
Jan-08-26 01:06PM	AB to Report Fourth Quarter 2025 Results on February 5, 2026 (PR Newswire)
Jan-07-26 02:18PM	Renewable Properties Secures Additional $40 Million From AB CarVal (POWER Magazine)
Jan-05-26 02:43PM	People Moves: AllianceBernstein Promotes Onur Erzan to President (Wealth Management)
08:15AM	OptimumBank Holdings, Inc. Announces Capital Structure Enhancements Reflecting Strong Institutional and Insider Alignment (TMX Newsfile)
08:00AM	AllianceBernstein announces Onur Erzan as President (PR Newswire)
Dec-30-25 05:56AM	Remember Those Bullish Bitcoin Calls for 2025? They Didnt Pan Out. (The Wall Street Journal)
Dec-15-25 08:48AM	Bet on Winning DuPont Analysis & Pick 5 Top Stocks (Zacks)
07:30AM	AllianceBernstein Launches AB US Equity ETF (XCHG) on the New York Stock Exchange (PR Newswire)
Dec-10-25 06:41PM	Oracle Credit Risk Gauge Deteriorates After Earnings Report (Bloomberg)
06:41PM	AllianceBernstein's Smith: Debt Repricing Signals Rising Risks (Bloomberg)
04:05PM	AB Announces November 30, 2025 Assets Under Management (PR Newswire)
07:05AM	Google invests in Fervos $462M round to unlock even more geothermal energy (TechCrunch)
Dec-07-25 08:00AM	What Bubble? Asset Managers in Risk-On Mode Stick With Stocks (Bloomberg)
12:05PM	Loading…
Dec-04-25 12:05PM	Franklin's November AUM Edges Lower Despite Positive Markets (Zacks)
12:00PM	AllianceBernstein (AB) Moves to Buy: Rationale Behind the Upgrade (Zacks)
Nov-26-25 11:40AM	AB or CNS: Which Is the Better Value Stock Right Now? (Zacks)
09:40AM	Is AllianceBernstein (AB) a Great Value Stock Right Now? (Zacks)
Nov-25-25 12:10PM	Seth Bernstein, President and CEO, to Participate in the Goldman Sachs 2025 US Financial Services Conference on December 9th, 2025 (PR Newswire)
08:59AM	Bet on Winning DuPont Analysis & Pick 4 Top Stocks (Zacks)
Nov-13-25 09:25AM	Bet on Winning DuPont Analysis & Pick These 4 Top Stocks (Zacks)
Nov-12-25 05:34PM	2 High-Dividend Stocks with a Strong Buy Rating: AB, USAC (Zacks)
Nov-11-25 04:05PM	AB Announces October 31, 2025 Assets Under Management (PR Newswire)
09:15AM	Affiliated Managers Group, Inc. (AMG) Hits Fresh High: Is There Still Room to Run? (Zacks)
Nov-10-25 03:13PM	BlackRock, JPMorgan Lift Taiwan's Soaring ETF Assets to Record (Bloomberg)
11:40AM	AB vs. CNS: Which Stock Is the Better Value Option? (Zacks)
09:40AM	Should Value Investors Buy AllianceBernstein (AB) Stock? (Zacks)
07:30AM	AllianceBernstein Enhances ETF Offerings with Two New Fixed Income Conversions (PR Newswire)
Nov-06-25 01:03PM	Franklin's October AUM Rises 1.7% Sequentially on Market Gains (Zacks)
12:14PM	Allstate Q3 Earnings Beat Estimates on Rising Investment Income (Zacks)
Oct-31-25 04:03PM	Steven Oh and William Smith on Meta's Record-Breaking Bond Sale (Bloomberg)
Oct-28-25 07:28AM	Best Value Stock to Buy for Oct. 28th (Zacks)
Oct-27-25 11:03AM	Equitable Buys Stifels $9B Independent Advisor Unit (Wealth Management)
Oct-24-25 11:40AM	AB or CNS: Which Is the Better Value Stock Right Now? (Zacks)
09:40AM	Are Investors Undervaluing AllianceBernstein (AB) Right Now? (Zacks)
Oct-23-25 06:48PM	Analyst Report: AllianceBernstein Holding L.P. (Morningstar Research)
06:31AM	AllianceBernstein: Q3 Earnings Snapshot (Associated Press Finance)
06:20AM	ALLIANCEBERNSTEIN HOLDING L.P. ANNOUNCES THIRD QUARTER RESULTS (PR Newswire)
Oct-22-25 09:27AM	AllianceBernstein Holding LP (AB) Q3 2025: Everything You Need To Know Ahead Of Earnings (GuruFocus.com)
Oct-21-25 08:05AM	AB Announces Strategic Partnership Focused on the Asian Insurance Market (PR Newswire)
Oct-16-25 07:30AM	AllianceBernstein Expands Lifetime Income Platform with Fixed Annuity Version of Secure Income Portfolio (PR Newswire)
Oct-13-25 07:52AM	Bet on Winning DuPont Analysis & Pick 4 Top Stocks (Zacks)
Oct-09-25 04:05PM	AB Announces September 30, 2025 Assets Under Management (PR Newswire)
10:00AM	Bernstein Private Wealth Management Unveils New Pooled Employer Plan (PR Newswire)
Oct-08-25 11:40AM	AB vs. CNS: Which Stock Is the Better Value Option? (Zacks)
09:40AM	Is AllianceBernstein (AB) Stock Undervalued Right Now? (Zacks)
Oct-06-25 10:08AM	Franklin's September AUM Rises on Market Gains Despite Outflows (Zacks)
07:30AM	AllianceBernstein Finalizes New Municipal ETF Conversion (PR Newswire)
Oct-02-25 11:13AM	AB to Report Third Quarter 2025 Results on October 23, 2025 (PR Newswire)
Sep-26-25 12:44PM	Bernstein Private Wealth Management Named Financial Advisor Team of the Year at the 2025 Society for Trusts & Estate Practitioners Private Client Awards (PR Newswire)
Sep-19-25 09:00AM	Bernstein Private Wealth Management Wins Best Broker-Dealer Ultrahigh-Net-Worth Service at the 2025 WealthManagement.com Industry Awards (PR Newswire)
Sep-18-25 11:52PM	Jim Cramer Says AllianceBernstein is "Actually Not a Dangerous Stock" Despite a High Yield (Insider Monkey)
Sep-17-25 01:01PM	Is the Options Market Predicting a Spike in AllianceBernstein Stock? (Zacks)
07:30AM	AllianceBernstein Launches AB International Growth ETF (PR Newswire)
Sep-11-25 08:00AM	Bernstein Private Wealth Management Elevates New Leadership in Houston with Dual Appointments After Record Growth (PR Newswire)
Sep-10-25 04:05PM	AB Announces August 31, 2025 Assets Under Management (PR Newswire)
10:00AM	Bernstein Private Wealth Management Hires Top Industry Talent to Accelerate Growth in Priority Regions (PR Newswire)
Sep-08-25 12:47PM	Franklin's August AUM Rises on Market Gains Despite Outflows (Zacks)
09:30AM	Zacks Investment Ideas feature highlights: Acadian Asset Management and AllianceBernstein (Zacks)
07:34AM	Bet on Winning DuPont Analysis & Pick 5 Top Stocks (Zacks)
Sep-05-25 12:04PM	Buy the Dip in These Top Financial Management Stocks: AAMI, AB (Zacks)
Sep-04-25 09:13AM	Best Income Stocks to Buy for September 4th (Zacks)
Sep-01-25 08:39AM	Sterling Faces Hit From Unfavorable Inflation, Growth Mix (The Wall Street Journal)
07:48AM	Growth Forecasts Are Driving Dollar (The Wall Street Journal)
05:51AM	Euro Lifted by Weaker Dollar, Prospect of ECB Ending Rate Cuts (The Wall Street Journal)
02:31AM	AllianceBernstein Underweight French Debt, but Positive on Euro (The Wall Street Journal)
Aug-29-25 11:40AM	AB vs. BLK: Which Stock Should Value Investors Buy Now? (Zacks)
05:49AM	Best Value Stocks to Buy for August 29th (Zacks)
Aug-27-25 09:40AM	Should Value Investors Buy AllianceBernstein (AB) Stock? (Zacks)
Aug-25-25 02:17PM	Analyst Report: AllianceBernstein Holding L.P. (Morningstar Research)
Aug-22-25 05:00PM	AllianceBernstein Announces 2024 Schedule K-3 is Now Available Online for Unitholders (PR Newswire)
08:22AM	Bet on Winning DuPont Analysis & Pick 4 Top Stocks (Zacks)
Aug-19-25 08:37AM	Best Income Stocks to Buy for August 19th (Zacks)
Aug-13-25 01:07PM	Lazard's July AUM Rises 2.1% on Net Inflows & Market Gains (Zacks)
11:40AM	AB or BLK: Which Is the Better Value Stock Right Now? (Zacks)
Aug-12-25 12:10PM	AllianceBernstein's July AUM Remain Stable on Upbeat Markets (Zacks)
09:03AM	3 Financial Stocks Benefiting From Fed Policy Shifts in 2025 (Zacks)
Aug-11-25 04:05PM	AB Announces July 31, 2025 Assets Under Management (PR Newswire)
Aug-07-25 03:37AM	Cheap Stocks and Market Reforms Draw Foreigners to Saudi (Bloomberg)
Jul-28-25 11:40AM	AB vs. BLK: Which Stock Is the Better Value Option? (Zacks)
Jul-26-25 03:00PM	Rising Fiscal Deficits Drive Billions Into Credit (Bloomberg)
Jul-25-25 07:01AM	AllianceBernstein: Q2 Earnings Snapshot (Associated Press Finance)
03:16AM	AllianceBernstein Holding LP (AB) Q2 2025 Earnings Call Highlights: Record AUM and Strategic ... (GuruFocus.com)
Jul-24-25 12:13PM	Analyst Report: AllianceBernstein Holding L.P. (Morningstar Research)

AllianceBernstein Holding LP engages in the provision of research, investment management, and related services. It offers investment trusts, mutual funds, hedge funds, and other investment vehicles. The company was founded in 1967 and is headquartered in Nashville, TN.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
BERNSTEIN SETH P	President and CEO	Aug 22 '25	Sale	40.05	24,946	999,087	238,510	Aug 25 05:57 PM
BERNSTEIN SETH P	President and CEO	Aug 19 '25	Sale	40.13	6,268	251,535	263,936	Aug 20 06:01 PM
BERNSTEIN SETH P	President and CEO	Aug 20 '25	Sale	40.00	480	19,200	263,456	Aug 20 06:01 PM
BERNSTEIN SETH P	Officer	Aug 19 '25	Proposed Sale	40.44	31,694	1,281,705		Aug 19 11:38 AM
Kaye Daniel G	Director	May 12 '25	Sale	40.80	4,825	196,860	39,877	May 13 05:57 PM
DANIEL G KAYE	Officer	May 12 '25	Proposed Sale	40.80	4,825	196,860		May 12 04:19 PM
Hogbin Christopher	Global Head of Investments	May 05 '25	Sale	40.87	6,026	246,283	10,000	May 07 04:22 PM
Stonehill Charles G.T.	Director	May 05 '25	Sale	41.18	5,000	205,900	20,923	May 07 04:16 PM
Hogbin Christopher	Officer	May 05 '25	Proposed Sale	41.09	6,026	247,608		May 05 04:05 PM
Stonehill Charles G.T.	Director	May 05 '25	Proposed Sale	41.00	5,000	205,000		May 05 03:45 PM
Equitable Holdings, Inc.	10% Owner	Apr 02 '25	Buy	38.50	19,682,946	757,793,421	19,682,946	Apr 04 05:29 PM

Open in Screener

EQH

Equitable Holdings Inc

Feb 06 • 04:00PM ET

45.52

+2.12 4.88 %

Financial • Asset Management • USA • NYSE

EQH Equitable Holdings Inc daily Stock Chart

Peers: PRU MET LNC AIG MFC VOYA CNO UNM GL RGA

| Held by: VTI IJH VB VBR VXF MDY IWP RDVY SPMD VYM

Index	-	P/E	-	EPS (ttm)	-4.83	Insider Own	0.67%	Shs Outstand	286.53M	Perf Week	-1.90%
Market Cap	13.04B	Forward P/E	4.98	EPS next Y	9.15	Insider Trans	-16.69%	Shs Float	284.61M	Perf Month	-4.65%
Enterprise Value	-	PEG	0.21	EPS next Q	1.75	Inst Own	100.72%	Short Float	2.70%	Perf Quarter	0.66%
Income	-1.44B	P/S	1.09	EPS this Y	36.49%	Inst Trans	-2.59%	Short Ratio	2.77	Perf Half Y	-9.56%
Sales	11.95B	P/B	-	EPS next Y	18.83%	ROA	-0.46%	Short Interest	7.68M	Perf YTD	-4.47%
Book/sh	-3.18	P/C	-	EPS next 5Y	23.99%	ROE	-182.66%	52W High	56.61 -19.59%	Perf Year	-14.92%
Cash/sh	-	P/FCF	12.19	EPS past 3/5Y	- -25.44%	ROIC	-38.31%	52W Low	41.39 9.98%	Perf 3Y	41.02%
Dividend Est.	1.13 (2.48%)	EV/EBITDA	-	Sales past 3/5Y	-5.73% -1.24%	Gross Margin	-	Volatility	4.35% 2.64%	Perf 5Y	81.72%
Dividend TTM	1.05 (2.31%)	EV/Sales	-	EPS Y/Y TTM	-224.34%	Oper. Margin	-8.11%	ATR (14)	1.32	Perf 10Y	-
Dividend Ex-Date	Nov 24, 2025	Quick Ratio	-	Sales Y/Y TTM	-17.05%	Profit Margin	-12.06%	RSI (14)	45.86	Recom	1.27
Dividend Gr. 3/5Y	10.42% 9.73%	Current Ratio	7.11	EPS Q/Q	-74.62%	SMA20	-1.47%	Beta	1.11	Target Price	61.83
Payout	24.88%	Debt/Eq	-	Sales Q/Q	-26.16%	SMA50	-3.18%	Rel Volume	1.81	Prev Close	43.40
Employees	8000	LT Debt/Eq	-	Earnings	Feb 04 AMC	SMA200	-9.55%	Avg Volume	2.77M	Price	45.52
IPO	May 10, 2018	Option/Short	Yes / Yes	EPS/Sales Surpr.	-0.98% -13.75%	Trades		Volume	5,032,630	Change	4.88%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-05-26	Upgrade	JP Morgan	Neutral → Overweight	$60
Dec-16-25	Initiated	Mizuho	Outperform
Sep-16-25	Initiated	Wolfe Research	Outperform	$61
Apr-02-25	Upgrade	UBS	Neutral → Buy	$77
Jan-23-25	Initiated	BMO Capital Markets	Outperform	$70
Jan-10-25	Upgrade	Deutsche Bank	Hold → Buy	$47 → $58
Dec-09-24	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$54 → $58
Sep-05-24	Initiated	Barclays	Overweight	$59
Jun-18-24	Downgrade	UBS	Buy → Neutral	$40 → $43
Jan-03-24	Downgrade	JP Morgan	Overweight → Neutral	$35 → $36
Dec-11-23	Upgrade	Jefferies	Hold → Buy	$28 → $37
Dec-05-23	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$34
Oct-05-23	Initiated	Deutsche Bank	Hold	$31
Feb-08-23	Initiated	Raymond James	Mkt Perform
Dec-09-22	Downgrade	Jefferies	Buy → Hold	$36 → $34
Dec-06-22	Downgrade	RBC Capital Mkts	Outperform → Sector Perform	$34 → $33
May-25-22	Upgrade	JP Morgan	Neutral → Overweight	$36
May-24-22	Initiated	Citigroup	Buy	$41
Jan-26-22	Initiated	Jefferies	Buy	$44
Dec-03-21	Initiated	Goldman	Buy	$52

Show Previous Ratings

Feb-06-26 08:23AM	Equitable Q4 Earnings Call Highlights (MarketBeat)
Feb-05-26 05:30PM	EQH Q4 Deep Dive: RGA Reinsurance, Wealth Momentum, and Managing Mortality Volatility (StockStory)
04:07PM	Equitable Holdings Inc (EQH) Q4 2025 Earnings Call Highlights: Record AUM and Strategic Growth ... (GuruFocus.com)
Feb-04-26 09:30PM	Compared to Estimates, Equitable Holdings (EQH) Q4 Earnings: A Look at Key Metrics (Zacks)
07:10PM	Equitable Holdings, Inc. (EQH) Q4 Earnings Beat Estimates (Zacks)
04:15PM	Loading…
04:15PM	Equitable Holdings Reports Full Year and Fourth Quarter 2025 Results (Business Wire)
Feb-02-26 10:14PM	Equitable Holdings (EQH) Q4 Earnings Report Preview: What To Look For (StockStory)
Jan-29-26 05:23AM	New Strong Sell Stocks for January 29th (Zacks)
Jan-28-26 10:00AM	Equitable Holdings, Inc. (EQH) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Jan-22-26 12:07AM	Why Is Vertex Pharmaceuticals (VRTX) Stock Trending Overnight? (Benzinga)
Jan-08-26 09:00AM	Majority of Gen X Feels Confident in Their Investment Decisions, Yet 40% Lack a Formal Financial Plan (Business Wire)
Jan-07-26 04:15PM	Equitable Holdings Schedules Announcement of Full Year and Fourth Quarter 2025 Results (Business Wire)
Jan-05-26 08:00AM	AllianceBernstein announces Onur Erzan as President (PR Newswire)
Jan-03-26 01:02AM	Here is Why Equitable Holdings (EQH) is Hedge Funds' Most Favored Financial Pure Play (Insider Monkey)
Dec-18-25 10:31PM	Q3 Earnings Highlights: Equitable Holdings (NYSE:EQH) Vs The Rest Of The Life Insurance Stocks (StockStory)
04:15PM	Loading…
Nov-12-25 04:15PM	Equitable Holdings Declares Common and Preferred Stock Dividends (Business Wire)
Nov-11-25 11:16AM	Equitable Holdings Inc. (EQH) Beats on Earnings, Posts $1.67 EPS; Revenue Falls Short (Insider Monkey)
12:35AM	Equitable Holdings's Q3 Earnings Call: Our Top 5 Analyst Questions (StockStory)
Nov-06-25 09:45AM	Is Equitable Holdings (EQH) an Undervalued Stock? (Insider Monkey)
Nov-05-25 05:06PM	EQH Q3 Deep Dive: Strategic Capital Deployment and Wealth Management Expansion Shape Outlook (StockStory) -7.45%
04:03PM	Equitable Holdings Inc (EQH) Q3 2025 Earnings Call Highlights: Strong Growth Amid Challenges (GuruFocus.com)
12:27PM	Equitable Holdings (EQH) Stock Trades Down, Here Is Why (StockStory)
Nov-04-25 09:00PM	Equitable Holdings (EQH) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
08:10PM	Equitable Holdings, Inc. (EQH) Misses Q3 Earnings and Revenue Estimates (Zacks)
05:12PM	Equitable Holdings (NYSE:EQH) Misses Q3 Sales Expectations (StockStory)
04:15PM	Equitable Holdings Reports Third Quarter 2025 Results (Business Wire)
08:58AM	What Makes Equitable Holdings (EQH) an Investment Bet? (Insider Monkey)
07:23AM	Equitable Holdings Inc (EQH) Q3 2025: Everything You Need To Know Ahead Of Earnings (GuruFocus.com)
Nov-03-25 07:20AM	What To Expect From Equitable Holdings Inc (EQH) Q3 2025 Earnings (GuruFocus.com)
Nov-02-25 10:18PM	Equitable Holdings (EQH) Reports Q3: Everything You Need To Know Ahead Of Earnings (StockStory)
05:40PM	Loading…
Oct-29-25 05:40PM	MGIC Investment (MTG) Q3 Earnings Surpass Estimates (Zacks)
Oct-28-25 10:00AM	Equitable Holdings, Inc. (EQH) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Oct-27-25 08:30AM	Equitable Announces Acquisition of Stifel Independent Advisors (Business Wire)
08:15AM	Equitable to Buy Stifel's Independent Advisor Unit in Push to Grow Wealth Management (Barrons.com)
Oct-21-25 09:00AM	Eight in 10 Small Business Owners Say Financial Professionals Drive Smarter Decisions (Business Wire)
Oct-20-25 12:38AM	1 Insurance Stock for Long-Term Investors and 2 We Find Risky (StockStory)
Oct-14-25 10:21AM	Implied Volatility Surging for Equitable Holdings Stock Options (Zacks)
Oct-09-25 04:15PM	Nick Chan Appointed Head of M&A for Equitable Holdings (Business Wire)
09:00AM	Four in Five Americans Feel Unprepared for Surprise Medical Costs, Equitable Survey Finds (Business Wire)
Oct-08-25 11:33PM	Life Insurance Stocks Q2 Recap: Benchmarking Equitable Holdings (NYSE:EQH) (StockStory)
Oct-07-25 04:15PM	Equitable Holdings Appoints Kurt Meyers as Chief Legal Officer and Corporate Secretary (Business Wire)
Oct-06-25 04:15PM	Equitable Holdings Schedules Announcement of Third Quarter 2025 Results (Business Wire)
Sep-23-25 09:00AM	Equitable Expands Suite of Registered Index-Linked Annuities (Business Wire)
Sep-15-25 04:15PM	Equitable Holdings, Inc. Announces Full Redemption of Its Series B Depositary Shares (Business Wire)
Sep-09-25 04:15PM	Equitable Holdings Declares Preferred Stock Dividend (Business Wire)
01:00PM	Equitable Holdings Announces Pricing Terms of Cash Tender Offer for Certain of its Debt Securities (Business Wire)
08:00AM	Equitable Holdings Announces Early Results of Cash Tender Offer of its Debt Securities (Business Wire)
Aug-26-25 04:15PM	Equitable Holdings to Participate in the 2025 KBW Insurance Conference (Business Wire)
Aug-25-25 04:05PM	Equitable Holdings Announces Cash Tender Offer to Purchase Up to $500 Million Aggregate Principal Amount of its Debt Securities (Business Wire)
11:29AM	Morgan Stanley Lowers PT on Equitable Holdings (EQH) to $67 From $68, Keeps an Overweight Rating (Insider Monkey)
Aug-19-25 09:41AM	Equitable Holdings price target lowered to $67 from $68 at Morgan Stanley (TipRanks)
Aug-12-25 03:14AM	Equitable Holdings's Q2 Earnings Call: Our Top 5 Analyst Questions (StockStory)
03:12AM	EQH Q2 Deep Dive: Reinsurance Transaction and Wealth Momentum Shape 2025 Outlook (StockStory)
Aug-05-25 07:30PM	Equitable Holdings (EQH) Reports Q2 Earnings: What Key Metrics Have to Say (Zacks)
07:00PM	Equitable Holdings, Inc. (EQH) Tops Q2 Earnings Estimates (Zacks)
05:14PM	Equitable Holdings (NYSE:EQH) Reports Sales Below Analyst Estimates In Q2 Earnings (StockStory)
04:15PM	Equitable Holdings Reports Second Quarter 2025 Results (Business Wire)
11:23AM	Implied Volatility Surging for Equitable Holdings Stock Options (Zacks)
09:22AM	Equitable Holdings Inc (EQH) Q2 2025 Earnings Report Preview: What To Look For (GuruFocus.com)
Aug-04-25 09:20AM	Equitable Holdings Inc (EQH) Q2 2025 Earnings Report Preview: What To Look For (GuruFocus.com)
Aug-03-25 11:18PM	What To Expect From Equitable Holdings's (EQH) Q2 Earnings (StockStory)
Aug-01-25 06:46AM	Equitable Holdings (EQH) Integrated a New API into its EB360 Benefits Platform (Insider Monkey)
Jul-31-25 04:05PM	RGA Closes $32 Billion Reinsurance Transaction with Equitable Holdings (Business Wire)
04:05PM	Equitable Holdings Closes Reinsurance Transaction with RGA (Business Wire)
Jul-30-25 05:35PM	Prudential (PRU) Surpasses Q2 Earnings and Revenue Estimates (Zacks)
10:00AM	Fidelity National Financial (FNF) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Jul-29-25 10:00AM	Equitable Holdings, Inc. (EQH) Expected to Beat Earnings Estimates: Should You Buy? (Zacks)
12:04AM	Equitable Holdings (EQH): Buy, Sell, or Hold Post Q1 Earnings? (StockStory)
Jul-28-25 09:00AM	Equitable Launches New API Capability to Simplify Benefits Plan Setup (Business Wire)
Jul-25-25 04:15PM	Equitable Holdings Declares Common and Preferred Stock Dividends (Business Wire)
Jul-20-25 11:33PM	Q1 Earnings Outperformers: Equitable Holdings (NYSE:EQH) And The Rest Of The Life Insurance Stocks (StockStory)
Jul-17-25 12:10AM	3 Reasons to Sell EQH and 1 Stock to Buy Instead (StockStory)
Jul-15-25 09:00AM	Majority of Americans feel unprepared for shifting financial concerns, Equitable survey finds (Business Wire)
Jul-14-25 06:20AM	Should Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) Be on Your Investing Radar? (Zacks)
Jul-13-25 08:32AM	3 No-Brainer Dividend Stocks to Buy With $200 Right Now (Motley Fool)
Jul-10-25 11:45AM	Are You Looking for a High-Growth Dividend Stock? (Zacks)
Jul-07-25 04:15PM	Equitable Holdings Schedules Announcement of Second Quarter 2025 Results (Business Wire)
Jun-24-25 09:00AM	Equitable Names Greg Boosin as Chief Marketing Officer (Business Wire)
Jun-19-25 11:45AM	Why Equitable Holdings, Inc. (EQH) is a Great Dividend Stock Right Now (Zacks)
Jun-04-25 04:15PM	Equitable Holdings to Participate in the 2025 Morgan Stanley US Financials Conference (Business Wire)
Jun-03-25 11:45AM	Equitable Holdings, Inc. (EQH) Could Be a Great Choice (Zacks)
May-27-25 11:57AM	3 Dividend Stocks Just Hiked Payouts 10%+ and Beat the Market (MarketBeat)
May-23-25 11:11AM	3 Stocks to Watch That Declared Dividend Hikes Amid Market Volatility (Zacks)
May-22-25 09:27AM	Equitable Holdings Hikes Dividend by 12.5%, But Yield Trails Industry (Zacks)
May-21-25 11:42PM	Equitable Holdings, Inc. (EQH) Raises Dividend on Common Stock (Insider Monkey)
04:15PM	Equitable Holdings Increases Common Stock Dividend and Declares Preferred Stock Dividends (Business Wire)
May-16-25 01:27PM	Equitable Holdings Q1 Earnings Miss Estimates, Stock Up 3.5% (Zacks)
May-06-25 06:09AM	Equitable Holdings, Inc. (EQH): Among the Top Dividend Challengers in 2025 (Insider Monkey)
May-01-25 03:11AM	Equitable Holdings Inc (EQH) Q1 2025 Earnings Call Highlights: Navigating Volatility with ... (GuruFocus.com)
Apr-30-25 01:17PM	Equitable Holdings, Inc. (EQH) Q1 2025 Earnings Call Transcript (Seeking Alpha)
Apr-29-25 08:30PM	Compared to Estimates, Equitable Holdings (EQH) Q1 Earnings: A Look at Key Metrics (Zacks)
06:10PM	Equitable Holdings, Inc. (EQH) Misses Q1 Earnings and Revenue Estimates (Zacks)
04:15PM	Equitable Holdings Reports First Quarter 2025 Results (Business Wire)
Apr-28-25 07:01PM	Equitable Holdings Inc (EQH) Q1 2025: Everything You Need To Know Ahead Of Earnings (GuruFocus.com)
Apr-23-25 11:45AM	Are You Looking for a High-Growth Dividend Stock? (Zacks)
10:01AM	MetLife (MET) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Apr-22-25 02:08PM	Equitable Holdings, Inc. (EQH): Among Small Cap Financial Stocks Hedge Funds Are Buying (Insider Monkey)
10:00AM	Equitable Holdings, Inc. (EQH) Earnings Expected to Grow: Should You Buy? (Zacks)
09:19AM	AllianceBernstein: High Distribution Yield With Growth Outlook (Seeking Alpha)
Apr-16-25 09:56AM	Is Equitable Holdings Inc. (NYSE:EQH) the Most Undervalued Quality Stock to Buy Now? (Insider Monkey)

Equitable Holdings, Inc. engages in the provision of financial services. It operates through the following segments: Individual Retirement, Group Retirement, Investment Management and Research, Protection Solutions, Wealth Management, Legacy, and Corporate and Other. The Individual Retirement segment includes annuity products, which primarily meet the needs of individuals saving for retirement or seeking retirement income. The Group Retirement segment offers tax-deferred investment and retirement services or products to plans sponsored by educational entities, municipalities and not-for-profit entities, as well as small and medium-sized businesses. The Investment Management and Research segment provides investment management, research and related services. The Protection Solutions segment focuses on life insurance products on attractive protection segments such as VUL insurance and IUL insurance and employee benefits business on small and medium-sized businesses. The Wealth Management segment refers to the discretionary and non-discretionary investment advisory accounts, financial planning and advice, insurance, and annuity products. The Legacy segment consists of capital intensive fixed-rate GMxB business written in the Individual Retirement market prior to 2011. The company was founded by Henry B. Hyde in 1859 and is headquartered in New York, NY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Pearson Mark	President and CEO	Jan 20 '26	Option Exercise	23.18	27,200	630,496	692,645	Jan 21 04:10 PM
Pearson Mark	President and CEO	Jan 20 '26	Sale	46.20	39,700	1,834,298	652,945	Jan 21 04:10 PM
Lane Nick	See Remarks	Jan 15 '26	Option Exercise	23.18	10,000	231,800	129,958	Jan 16 04:13 PM
Lane Nick	See Remarks	Jan 15 '26	Sale	47.65	30,000	1,429,487	99,958	Jan 16 04:13 PM
HURD JEFFREY J	Chief Operating Officer	Jan 15 '26	Sale	47.65	6,790	323,559	55,023	Jan 16 04:13 PM
Gonzalez Jose Ramon	Officer	Dec 23 '25	Proposed Sale	48.19	2,449	118,017		Dec 23 09:47 AM
Lane Nick	See Remarks	Dec 18 '25	Option Exercise	23.18	10,000	231,800	149,958	Dec 19 04:06 PM
Lane Nick	See Remarks	Dec 18 '25	Sale	47.87	30,000	1,436,248	119,958	Dec 19 04:06 PM
Pearson Mark	President and CEO	Dec 18 '25	Option Exercise	23.18	27,200	630,496	705,145	Dec 19 04:05 PM
Pearson Mark	President and CEO	Dec 18 '25	Sale	47.88	39,700	1,900,665	665,445	Dec 19 04:05 PM
NICK LANE	Officer	Dec 18 '25	Proposed Sale	48.16	90,000	4,334,400		Dec 18 04:55 PM
HURD JEFFREY J	Chief Operating Officer	Dec 15 '25	Sale	48.35	6,790	328,322	61,813	Dec 16 05:27 PM
JEFFREY J HURD	Officer	Dec 15 '25	Proposed Sale	48.26	13,580	655,371		Dec 15 04:28 PM
Eckert William James IV	Chief Accounting Officer	Dec 10 '25	Sale	47.27	4,300	203,261	15,625	Dec 11 04:19 PM
WILLIAM J ECKERT IV	Officer	Dec 10 '25	Proposed Sale	42.27	4,300	181,761		Dec 10 04:12 PM
Pearson Mark	President and CEO	Nov 18 '25	Option Exercise	23.18	27,200	630,496	716,240	Nov 20 04:38 PM
Pearson Mark	President and CEO	Nov 18 '25	Sale	43.14	39,700	1,712,848	676,540	Nov 20 04:38 PM
HURD JEFFREY J	Chief Operating Officer	Nov 17 '25	Sale	43.28	6,790	293,871	68,308	Nov 18 04:49 PM
Mark Pearson	President / CEO / Director	Nov 18 '25	Proposed Sale	42.92	119,100	5,111,772		Nov 18 04:28 PM
JEFFREY J HURD	Officer	Nov 17 '25	Proposed Sale	44.72	6,790	303,649		Nov 17 04:23 PM
Equitable Holdings, Inc.	10% Owner	Oct 30 '25	Buy	38.81	75,000	2,910,728	81,520,154	Oct 31 04:06 PM
Pearson Mark	President and CEO	Oct 20 '25	Option Exercise	23.18	27,200	630,496	728,740	Oct 21 04:47 PM
Pearson Mark	President and CEO	Oct 20 '25	Sale	48.17	39,700	1,912,224	689,040	Oct 21 04:47 PM
HURD JEFFREY J	Chief Operating Officer	Oct 15 '25	Sale	48.99	6,790	332,633	75,098	Oct 16 05:19 PM
Raju Robin M	Chief Financial Officer	Sep 22 '25	Option Exercise	21.68	25,888	561,340	177,146	Sep 23 04:28 PM
Raju Robin M	Chief Financial Officer	Sep 22 '25	Sale	54.00	36,888	1,991,952	140,258	Sep 23 04:28 PM
ROBIN RAJU	Officer	Sep 22 '25	Proposed Sale	54.00	36,888	1,991,952		Sep 22 04:07 PM
Pearson Mark	President and CEO	Sep 18 '25	Option Exercise	23.18	27,200	630,496	730,229	Sep 19 04:05 PM
Pearson Mark	President and CEO	Sep 18 '25	Sale	54.22	39,551	2,144,641	690,678	Sep 19 04:05 PM
Pearson Mark	President and CEO	Sep 19 '25	Sale	54.47	149	8,116	690,529	Sep 19 04:05 PM
HURD JEFFREY J	Chief Operating Officer	Sep 15 '25	Sale	53.69	6,790	364,537	81,888	Sep 17 04:18 PM
Isaacs-Lowe Arlene	Director	Sep 16 '25	Sale	52.74	1,800	94,932	16,363	Sep 17 04:14 PM
ARLENE ISAACS-LOWE	Director	Sep 16 '25	Proposed Sale	52.74	1,800	94,932		Sep 16 04:08 PM
SCOTT BERTRAM L	Director	Aug 21 '25	Sale	51.86	2,600	134,836	26,001	Aug 22 05:07 PM
BERTRAM L SCOTT	Director	Aug 21 '25	Proposed Sale	51.86	2,600	134,836		Aug 21 04:14 PM
HURD JEFFREY J	Chief Operating Officer	Aug 15 '25	Sale	54.09	6,790	367,290	88,678	Aug 19 05:34 PM
Pearson Mark	President and CEO	Aug 18 '25	Option Exercise	23.18	27,200	630,496	742,729	Aug 19 05:34 PM
Pearson Mark	President and CEO	Aug 18 '25	Sale	53.05	39,700	2,106,000	703,029	Aug 19 05:34 PM
Mark Pearson	Officer	Aug 18 '25	Proposed Sale	53.90	158,800	8,559,320		Aug 18 04:47 PM
JEFFREY J HURD	Officer	Aug 15 '25	Proposed Sale	54.64	20,370	1,113,017		Aug 15 04:30 PM
Pearson Mark	President and CEO	Jul 15 '25	Option Exercise	23.18	20,000	463,600	744,367	Jul 16 04:48 PM
Pearson Mark	President and CEO	Jul 15 '25	Sale	52.22	30,000	1,566,600	714,367	Jul 16 04:48 PM
MARK PEARSON	Director	Jul 15 '25	Proposed Sale	53.41	30,000	1,602,300		Jul 15 04:22 PM
Eckert William James IV	Chief Accounting Officer	Jun 20 '25	Sale	53.09	4,000	212,340	19,827	Jun 23 04:32 PM
WILLIAM J ECKERT IV	Officer	Jun 20 '25	Proposed Sale	53.09	4,000	212,340		Jun 20 04:08 PM
Pearson Mark	President and CEO	Jun 16 '25	Option Exercise	23.18	20,000	463,600	754,367	Jun 18 04:38 PM
Pearson Mark	President and CEO	Jun 16 '25	Sale	53.18	30,000	1,595,338	724,367	Jun 18 04:38 PM
MARK PEARSON	Director	Jun 16 '25	Proposed Sale	51.61	30,000	1,548,300		Jun 16 04:33 PM
MacKay Craig C	Director	May 23 '25	Sale	51.95	1,500	77,925	16,799	May 23 04:24 PM
CRAIG MACKAY	Director	May 23 '25	Proposed Sale	51.95	1,500	77,925		May 23 04:22 PM
HURD JEFFREY J	Chief Operating Officer	May 15 '25	Sale	52.91	6,666	352,704	94,980	May 16 04:50 PM
Lane Nick		May 15 '25	Option Exercise	23.18	5,000	115,900	144,073	May 16 04:49 PM
Lane Nick		May 15 '25	Sale	52.91	5,000	264,566	139,073	May 16 04:49 PM
Pearson Mark	President and CEO	May 15 '25	Option Exercise	23.18	20,000	463,600	763,206	May 16 04:49 PM
Pearson Mark	President and CEO	May 15 '25	Sale	52.90	30,000	1,586,942	733,206	May 16 04:49 PM
MARK PEARSON	Director	May 15 '25	Proposed Sale	53.70	30,000	1,611,000		May 15 04:20 PM
Gonzalez Jose Ramon	Chief Legal Officer	May 12 '25	Sale	53.84	2,626	141,384	88,293	May 13 04:37 PM
Kaye Daniel G	Director	May 12 '25	Sale	53.93	5,770	311,196	52,293	May 13 04:36 PM
JOSE R GONZALEZ	Officer	May 12 '25	Proposed Sale	53.84	2,626	141,384		May 12 04:28 PM
DANIEL G KAYE	Director	May 12 '25	Proposed Sale	53.93	5,770	311,196		May 12 04:21 PM
BERNSTEIN SETH P	See remarks	May 06 '25	Sale	50.45	60,000	3,026,706	43,185	May 07 04:31 PM
SETH PERRY BERNSTEIN	Officer	May 06 '25	Proposed Sale	50.45	60,000	3,026,706		May 06 04:12 PM
Lane Nick		Apr 15 '25	Option Exercise	23.18	5,000	115,900	144,073	Apr 16 04:55 PM
Lane Nick		Apr 15 '25	Sale	47.57	5,000	237,828	139,073	Apr 16 04:55 PM
Pearson Mark	President and CEO	Apr 15 '25	Option Exercise	23.18	20,000	463,600	773,206	Apr 16 04:54 PM
Pearson Mark	President and CEO	Apr 15 '25	Sale	47.56	30,000	1,426,781	743,206	Apr 16 04:54 PM
HURD JEFFREY J	Chief Operating Officer	Apr 15 '25	Sale	47.57	6,666	317,102	101,646	Apr 16 04:52 PM
NICK LANE	Officer	Apr 15 '25	Proposed Sale	47.24	10,000	472,400		Apr 15 04:30 PM
MARK PEARSON	Director	Apr 15 '25	Proposed Sale	47.24	30,000	1,417,200		Apr 15 04:29 PM
Equitable Holdings, Inc.	10% Owner	Apr 02 '25	Buy	38.50	19,682,946	757,793,421	19,682,946	Apr 04 05:29 PM
HURD JEFFREY J	Chief Operating Officer	Mar 17 '25	Sale	51.80	6,666	345,318	108,312	Mar 18 05:07 PM
Pearson Mark	President and CEO	Mar 14 '25	Option Exercise	23.18	20,000	463,600	783,206	Mar 17 06:47 PM
Pearson Mark	President and CEO	Mar 14 '25	Sale	51.16	30,000	1,534,767	753,206	Mar 17 06:47 PM
Lane Nick		Mar 14 '25	Option Exercise	23.18	5,000	115,900	144,073	Mar 17 06:46 PM
Lane Nick		Mar 14 '25	Sale	51.12	5,000	255,603	139,073	Mar 17 06:46 PM
MARK PEARSON	Director	Mar 14 '25	Proposed Sale	49.54	30,000	1,486,200		Mar 14 04:23 PM
Isaacs-Lowe Arlene	Director	Feb 27 '25	Sale	54.40	1,350	73,440	14,770	Feb 28 04:27 PM
ARLENE ISAACS-LOWE	Director	Feb 27 '25	Proposed Sale	54.40	1,350	73,440		Feb 27 04:21 PM
HURD JEFFREY J	Chief Operating Officer	Feb 18 '25	Sale	55.38	6,666	369,170	104,298	Feb 19 04:56 PM
Pearson Mark	President and CEO	Feb 14 '25	Option Exercise	23.18	20,000	463,600	744,463	Feb 18 05:36 PM
Pearson Mark	President and CEO	Feb 14 '25	Sale	55.24	30,000	1,657,254	714,463	Feb 18 05:36 PM
Lane Nick		Feb 14 '25	Option Exercise	23.18	5,000	115,900	149,135	Feb 18 05:34 PM
Lane Nick		Feb 14 '25	Sale	55.23	25,000	1,380,842	124,135	Feb 18 05:34 PM
JEFFREY HURD	Officer	Feb 18 '25	Proposed Sale	55.34	26,664	1,475,586		Feb 18 04:26 PM
MARK PEARSON	Director	Feb 14 '25	Proposed Sale	53.74	30,000	1,612,200		Feb 14 04:23 PM

CME

CME Group Inc

AB

AllianceBernstein Holding Lp

EQH

Equitable Holdings Inc

Upgrade your FINVIZ experience