CME

CME Group Inc

293.87

Oct 16 • 3:59 PM ET +4.41 (1.52%)

289.38

Aftermarket • 6:36 PM ET -4.49 (-1.53%)

Financial Financial Data & Stock Exchanges USA Large NASD

Peers: ICE NDAQ SPGI MSCI MCO FDS TW MKTX MORN VRSK

| Held by: VTI VOO IVV SPY VTV XLF VIG VYM SPYM DYNF

Index	S&P 500
Market Cap	105.67B
Enterprise Value	107.26B
Income	4.27B
Sales	6.77B
Book/sh	73.82
Cash/sh	6.34
Dividend Est.	10.61 (3.61%)
Dividend TTM	5.13 (1.74%)
Dividend Ex-Date	Sep 09, 2026
Dividend Gr. 3/5Y	-16.21% -3.26%
Payout	44.80%
Employees	3875
IPO	Dec 06, 2002

P/E	24.92
Forward P/E	22.59
PEG	2.88
P/S	15.60
P/B	3.98
P/C	46.35
P/FCF	25.08
EV/EBITDA	22.62
EV/Sales	15.84
Quick Ratio	1.02
Current Ratio	1.02
Debt/Eq	0.15
LT Debt/Eq	0.14
Option/Short	Yes / Yes

EPS (ttm)	11.79
EPS next Y	13.01
EPS next Q	2.98
EPS this Y	9.98%
EPS next Y	5.59%
EPS next 5Y	7.85%
EPS past 3/5Y	14.69% 13.70%
Sales past 3/5Y	9.11% 5.95%
EPS Y/Y TTM	14.78%
Sales Y/Y TTM	5.10%
EPS Q/Q	2.66%
Sales Q/Q	0.84%
Earnings	Oct 21 BMO
EPS/Sales Surpr.	2.92% 1.43%

Insider Own	1.39%
Insider Trans	-1.10%
Inst Own	91.57%
Inst Trans	-1.59%
ROA	2.29%
ROE	15.80%
ROIC	14.13%
Gross Margin	82.65%
Oper. Margin	65.10%
Profit Margin	63.11%
SMA20	7.74%
SMA50	7.34%
SMA200	5.94%
Trades

Shs Outstand	359.27M
Shs Float	354.58M
Short Float	1.56%
Short Ratio	2.73
Short Interest	5.53M
52W High	322.82 -8.97%
52W Low	218.31 34.61%
Volatility	2.00% 2.23%
ATR (14)	5.95
RSI (14)	71.28
Beta	0.19
Rel Volume	1.08
Avg Volume	2.02M
Volume	2,180,323

Perf Week	4.74%
Perf Month	8.38%
Perf Quarter	19.89%
Perf Half Y	2.16%
Perf YTD	9.73%
Perf Year	14.15%
Perf 3Y	43.86%
Perf 5Y	54.71%
Perf 10Y	239.19%
Recom	2.32
Target Price	294.56
Prev Close	289.46
Price	293.87
Change %	1.52%

Date	Action	Analyst	Rating Change	Price Target Change
Oct-02-26	Initiated	Wells Fargo	Overweight	$301
Aug-19-26	Downgrade	Deutsche Bank	Buy → Hold	$270
Jun-18-26	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$305
Jun-11-26	Upgrade	Rothschild & Co Redburn	Neutral → Buy	$323
Jun-05-26	Downgrade	Erste Group	Buy → Hold
Apr-08-26	Resumed	Keefe Bruyette	Mkt Perform	$305
Mar-04-26	Downgrade	Argus	Buy → Hold
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

Show Previous Ratings

Today 11:35AM	Polymarket Bitcoin and Rate Hike Odds Shift as CME Says No Change (Cryptonews)
07:06AM	Gold price today, Friday, October 16, 2026: Gold lifts as Treasury yields and dollar fall back (Yahoo Personal Finance)
Oct-15-26 04:07PM	Producer Price Inflation Was Much Hotter Than Expected. Stocks Still Climbed. (International Business Times)
01:47PM	The Fed still has little control over the 2 biggest inflation drivers (Yahoo Finance)
07:12AM	Gold price today, Thursday, October 15, 2026: Lowest open all week ahead of PPI data (Yahoo Personal Finance)
04:03PM	Loading…
Oct-14-26 04:03PM	September's CPI Came in Hotter Than Expected and Geopolitical Tensions Climbed. Stocks Fell. (International Business Times)
10:41AM	Bond Traders Shift Bets Toward Rate Hike After Latest Inflation Data (Bisnow)
09:14AM	Inflation Came in Hotter Than Expected Last Month. Odds of a Fed Rate Hike In October Are Surging. (International Business Times)
Oct-13-26 01:00PM	Is Coinbase Stock Ready For A Longer Revenue Slide? (Trefis)
02:00AM	Could Fed Pause in October Ahead of Midterm Elections? (CME Group)
Oct-12-26 06:36PM	CME Group's Corn Futures Set New Daily Volume Record After USDA Raised Outlook (PR Newswire)
05:02PM	CME Group Announces Cloud Migration Milestones (PR Newswire)
09:20AM	Wall Street Futures Flat as Investors Await US Inflation Data and Major Bank Earnings: Dow Jones, S&P, Nasdaq (InvestorsHub)
12:01AM	Is the Stock Market Open Today? Here Are the Trading Hours for Columbus Day. (Barrons.com)
Oct-10-26 01:17PM	The Future of 'Perpetual' Futures Markets Hangs in the Balance as Lawsuit Against CFTC Heats Up (Barrons.com)
03:35PM	Loading…
Oct-08-26 03:35PM	CME Group to Launch World's First Baseball Futures on October 12 (PR Newswire)
01:48PM	Should S&P Global Stock Holders Look At Intercontinental Exchange Instead? (Trefis)
03:11AM	CME Group's International Average Daily Volume Rises 22% to 9 Million Contracts in Q3 2026 (PR Newswire)
Oct-06-26 09:30AM	Farmer sentiment drops as concerns about input costs increase (PR Newswire)
Oct-05-26 08:09AM	CME Group Plans Futures Contracts for AI Computing Capacity (InvestorsHub)
Oct-02-26 04:00PM	CME Group Suspends Plans to Launch 24/7 10-Barrel Crude Oil Contract (PR Newswire)
01:27PM	US job growth undershoots expectations in September, but labor market remains stable (Reuters)
10:35AM	Gold Has Lost Its Luster but Here's How It Can Shine to Record Highs Again (Barrons.com)
09:15AM	Treasury yields fall after weak September jobs report (Quartz)
07:55AM	CME Group Reports Record Average Daily Volume for September and Q3, Driven by Growth Across Asset Classes (PR Newswire)
12:05AM	US job growth expected to slow in September; unemployment rate likely steady (Reuters)
Oct-01-26 12:19PM	CME Group Sets New Open Interest Record in Soybean Futures (PR Newswire)
Sep-30-26 04:06PM	Stock market today: Dow and S&P 500 slip, Nasdaq rises as PCE inflation cools, fueling tech gains (Yahoo Finance)
Sep-29-26 04:30PM	Cboe Global Markets Inc. stock outperforms competitors on strong trading day (MarketWatch)
11:50AM	What Has The Market Missed In Coinbase Stock's Drop? (Trefis)
09:59AM	Loading…
09:59AM	CME Nine-Asset Crypto Basket Is 86.29% Bitcoin and Ethereum (Cryptonews)
09:15AM	US Futures Edge Higher as Oil Prices and Treasury Yields Pull Back: Dow Jones, S&P, Nasdaq, Wall Street (InvestorsHub)
Sep-25-26 10:11AM	What Would You Have Needed To Notice In Coinbase Stock? (Trefis)
Sep-24-26 06:28PM	Global bond selloff rolls on, US 30-year yield at highest since 2004 (Reuters)
04:49AM	Record High UNI Sits on Exchanges: Sell Pressure Ahead, or Are Whales Right? (BeInCrypto)
04:24AM	US Dollar Price Forecast: Strong U.S. Data Lifts DXY as EUR/USD and GBP/USD Weaken (FX Empire)
Sep-23-26 10:48AM	Claude AI Predicts BCH Price Action After Bitcoin Cash Explodes 35% on CME News (99bitcoins)
08:57AM	Bitcoin Cash Explodes As Traders Pile In CME Futures, Grayscale Filing Fuel BCH Rally (Stocktwits)
07:06AM	Bitcoin Cash Price Prediction: 35% BCH Rally Puts $450 in Focus (FX Empire)
12:10AM	CME Group's GPU futures debut stalls as CFTC flags concerns (DigiTimes)
Sep-22-26 04:46PM	CME Expands Crypto Futures Lineup With Bitcoin Cash and Uniswap (decrypt)
12:52PM	CME Group to Launch Bitcoin Cash and Uniswap Futures (CryptoProwl)
08:49AM	2 Altcoins Just Got Wall Street's Stamp of Approval: What Happens Next? (BeInCrypto)
08:30AM	CME Group to Expand Crypto Derivatives Suite with Bitcoin Cash and Uniswap Futures (PR Newswire)
Sep-21-26 11:48AM	Is Coinbase's Steadier Side Really A Cushion? (Trefis)
Sep-16-26 01:50PM	Fed meeting live updates: Fed interest rate decision looms, with traders anticipating first hike in 3 years (Yahoo Finance)
11:42AM	Stocks gain as yields retreat ahead of Fed rate decision (Reuters)
09:12AM	US Stock Futures Rise as Oil Prices Retreat Ahead of Federal Reserve Decision: Dow Jones, S&P, Nasdaq, Wall Street (InvestorsHub)
08:23AM	Fed expected to raise interest rates for first time since 2023 (Quartz)
Sep-15-26 04:30PM	Cboe Global Markets Inc. stock underperforms Tuesday when compared to competitors (MarketWatch)
02:00PM	CME Group Expands Credit Ecosystem with Launch of Liquid Leveraged Loan Index Futures (PR Newswire)
09:19AM	US Stock Futures Edge Lower as 10-Year Treasury Yield Moves Above 5%: Dow Jones, S&P, Nasdaq, Wall Street (InvestorsHub)
Sep-14-26 01:11PM	Should You Buy Coinbase Stock While Its Revenue Is Shrinking? (Trefis)
11:04AM	CME Group 100-Ounce Silver Futures Draw Significant Demand in First Weekend of 24/7 Trading (PR Newswire)
04:00AM	Soaring Oil Prices Put Fed on Track for September Rate Hike (Oilprice.com)
Sep-11-26 04:36AM	Gold Set for Weekly Loss as Rate-Hike Expectations Pressure Prices (The Wall Street Journal)
Sep-10-26 12:18PM	The ECB is Tightening, But Don't Bet the Bank on a Warsh Fed Rate Hike (Barrons.com)
11:30AM	CME Group to Launch CME Securities Clearing on December 7 to Expand Clearing Capacity, Choice and Capital Efficiency in the U.S. Treasury Market (PR Newswire)
Sep-09-26 01:21PM	CME Group Names Jack Tobin As Next CFO Ahead Of March 2027 Leadership Transition (Stocktwits)
12:35PM	FOMC September 2026 Odds of Rate Hike Surge Over 60% (99bitcoins)
11:06AM	CME Group Announces New Senior Leadership Appointments (PR Newswire)
07:56AM	Oil surge and Fed rate bets rattle futures ahead of Apple's iPhone event (Proactive)
07:00AM	CME Group Inc's Dividend Analysis (GuruFocus.com)
Sep-08-26 07:00AM	CME Group to Enter European Dairy Market with Transition of EEX Dairy Products (PR Newswire)
Sep-07-26 07:00AM	CME Group Sets New FX Open Interest Record (PR Newswire)
Sep-04-26 02:30PM	CME Group Inc. Announces Third-Quarter 2026 Earnings Release, Conference Call (PR Newswire)
04:10AM	Stock market today: Dow, S&P 500, Nasdaq futures diverge after blowout jobs report (Yahoo Finance)
Sep-03-26 09:17PM	Fed Rate Hike Odds Fall to 50/50: Will Bitcoin's Rally Above 80,000 Hold? (BeInCrypto)
03:03PM	Bitcoin Climbs to Highest Intraday Level Since May as Risk Assets Get Boost From Wallers Comments (Investopedia)
12:33AM	Morning Bid: Bonds breathe sigh of relief (Reuters)
Sep-02-26 09:45PM	Hyperliquid's HYPE Joins Hashdex Crypto ETF as Fifth-Largest Holding (BeInCrypto)
04:38PM	Trump Wants Lower Rates. That Won't Stop a Fed Rate Hike. (Barrons.com)
04:30PM	Cboe Global Markets Inc. stock underperforms Wednesday when compared to competitors (MarketWatch)
03:11PM	CME Group Sets New Open Interest Record in Henry Hub Natural Gas Futures (PR Newswire)
08:30AM	The Earnings Vacuum That Is Driving September's Stock Market Slump (Barrons.com)
07:30AM	CME Group Reports Second-Highest August ADV of 29.7 Million Contracts (PR Newswire)
Sep-01-26 05:09PM	CME Group Opens Registration for 23rd Annual Global University Trading Challenge (PR Newswire)
09:30AM	Farmer sentiment rises again in August as future expectations improve (PR Newswire)
Aug-29-26 07:51AM	Wall Street is turning Nvidia's AI chips into a new futures market: Chart of the Day (Yahoo Finance)
Aug-28-26 09:19PM	White House teleprompter operator settles prediction market trading probe (Investing.com)
05:15PM	Stocks fall while dollar, bond yields rise as Warsh prompts rate hike bets (Reuters)
12:09PM	Fed September Hike Odds Spike to 59% After Warshs Hawkish Jackson Hole Speech (Benzinga Prediction Markets)
10:14AM	Coinbase Global Stock: Paid Membership Set A Record While Trading Volumes Fell (Trefis)
08:57AM	Can you regulate a machine? Walt Lukken on the CFTC's Innovation Committee (CoinDesk)
Aug-27-26 12:12PM	Kalshi Teams With The Weather Company, Expects $1.1B Weather Trading Volume in 2026 (Benzinga Prediction Markets)
07:30AM	Stocktwits Expands CME Group Alliance With The Integration Of Single Stock Futures Data (Stocktwits)
07:30AM	CME Group to Launch E-mini Equity Factor Futures on September 21 (PR Newswire)
02:00AM	Are Precious Metals Set to Rebound? (CME Group)
Aug-26-26 07:00AM	CME Group Enters Wind Market with Contracts Designed for Renewable Energy Hedging (PR Newswire)
Aug-25-26 03:56PM	Google's Gemini Push Just Got Much Bigger (GuruFocus.com)
01:34PM	CME Group Announces First Trade of U.S. Zinc Futures (PR Newswire)
07:45AM	Kalshi Looks to Regulators to Delay Competing Products From Cboe (Bloomberg)
Aug-24-26 04:29PM	How a Negative Beta Bet Can Protect Your Portfolio From an AI Selloff (Barrons.com)
04:16PM	Why the Bitcoin Rally Looks Like a Vote Against the Dollar (decrypt)
07:30AM	The $500 Billion Experiment to Build 24/7 Markets on Blockchain (Bloomberg)
Aug-21-26 01:41PM	Coinbase Stock Surged On A Bill Its Own CEO Says It Can Live Without (Trefis)
12:27PM	CFTC Eyes US DeFi and Leveraged Crypto Trading as Selig Prepares Plan B Ahead of Sept. 15 CLARITY Act Vote (CCN)
Aug-20-26 06:32PM	Tensions Flare as CME, Kalshi Execs Clash Over Prediction Markets in DC (decrypt)
04:43PM	CME Group CEO Terry Duffy Clashes With CFTC Chair Over Prediction Markets (BeInCrypto)
04:30PM	Cboe Global Markets Inc. stock outperforms competitors on strong trading day (MarketWatch)

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.

Chairman & CEOMr. Terrence A. Duffy

Senior MDMs. Lynne C. Fitzpatrick

Chief Information OfficerMr. Sunil Cutinho

Senior MD & Global Head of Commodities MarketsMr. Derek L. Sammann

Senior MD & Chief Commercial OfficerMs. Julie M. Winkler

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
SHEPARD WILLIAM R	Director	Sep 25 '26	Buy	268.76	293	78,626	263,289	Sep 28 04:15 PM
JONATHAN MARCUS	Officer	Sep 16 '26	Proposed Sale	273.46	388	106,102		Sep 16 04:40 PM
Cook Elizabeth A	Director	Sep 14 '26	Sale	280.11	500	140,055	17,916	Sep 14 08:04 PM
ELIZABETH ANNE COOK TRUST	Director	Sep 14 '26	Proposed Sale	280.11	500	140,052		Sep 14 05:59 PM
DUFFY TERRENCE A	Chairman and CEO	Sep 10 '26	Sale	274.44	15,000	4,116,539	40,630	Sep 11 05:17 PM
Terrence Duffy	Officer	Sep 10 '26	Proposed Sale	275.00	15,000	4,125,000		Sep 10 03:56 PM
SHEPARD WILLIAM R	Director	Jun 25 '26	Buy	230.57	325	74,885	260,442	Jun 29 04:28 PM
SHEPARD WILLIAM R	Director	Jun 25 '26	Buy	230.57	14	3,301	3,621	Jun 29 04:28 PM
Piell Hilda Harris	Sr MD & Chief HR Officer	May 18 '26	Sale	304.63	5,753	1,752,536	27,702	May 19 04:22 PM
HILDA PIELL 1998 TR	Officer	May 18 '26	Proposed Sale	304.63	5,753	1,752,536		May 18 06:15 PM
DUFFY TERRENCE A	Chairman and CEO	May 15 '26	Sale	298.51	35,000	10,447,866	55,630	May 18 04:12 PM
Terrence Duffy	Officer	May 15 '26	Proposed Sale	297.87	35,000	10,425,381		May 15 04:29 PM
SHEPARD WILLIAM R	Director	Mar 26 '26	Buy	297.38	1,408	418,646	260,118	Mar 30 05:30 PM
SHEPARD WILLIAM R	Director	Mar 26 '26	Buy	297.38	62	18,455	2,539	Mar 30 05:30 PM
Marcus Jonathan L	Sr MD General Counsel	Mar 17 '26	Sale	333.37	3,291	1,097,121	7,192	Mar 19 09:47 AM
JONATHAN MARCUS	Officer	Mar 17 '26	Proposed Sale	313.37	3,291	1,031,301		Mar 17 04:03 PM
Vroman Ken	Chief Transformation Officer	Mar 12 '26	Sale	309.00	5,160	1,594,440	14,910	Mar 12 05:46 PM
KENDAL VROMAN	Officer	Mar 12 '26	Proposed Sale	309.00	5,160	1,594,454		Mar 12 04:04 PM
Cook Elizabeth A	Director	Mar 06 '26	Sale	320.00	1,000	320,000	17,771	Mar 09 04:31 PM
ELIZABETH ANNE COOK TRUST U/A	Director	Mar 06 '26	Proposed Sale	320.00	1,000	320,000		Mar 06 04:13 PM
Durkin Bryan T	Director	Feb 23 '26	Sale	309.65	4,200	1,300,530	43,007	Feb 23 04:46 PM
BRYAN T DURKIN REVOCABLE TRUST	Director	Feb 23 '26	Proposed Sale	309.65	4,200	1,300,520		Feb 23 04:11 PM
GEPSMAN MARTIN J	Director	Feb 20 '26	Sale	305.90	300	91,770	24,999	Feb 20 02:07 PM
GEPSMAN MARTIN J	Director	Feb 18 '26	Proposed Sale	302.03	300	90,609		Feb 18 12:15 PM
Suskind Dennis	Director	Feb 06 '26	Sale	300.00	748	224,400	2,699	Feb 09 01:03 PM
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

Open in Screener

AB

AllianceBernstein Holding Lp

34.86

Oct 16 • 3:59 PM ET +0.10 (0.29%)

34.71

Aftermarket • 7:19 PM ET -0.15 (-0.43%)

Financial Asset Management USA Mid NYSE

AB AllianceBernstein Holding Lp daily Stock Chart

Peers: AMG FHI VCTR BEN IVZ TROW STEP LAZ BLK MORN

| Held by: KBWD PKW NANC

Index	-
Market Cap	3.22B
Enterprise Value	3.22B
Income	312.51M
Sales	0.00M
Book/sh	13.48
Cash/sh	0.00
Dividend Est.	3.45 (9.90%)
Dividend TTM	3.47 (9.95%)
Dividend Ex-Date	Aug 12, 2026
Dividend Gr. 3/5Y	-0.66% 4.46%
Payout	116.97%
Employees	4468
IPO	Apr 14, 1988

P/E	10.29
Forward P/E	9.38
PEG	1.28
P/S	-
P/B	2.59
P/C	-
P/FCF	10.24
EV/EBITDA	-
EV/Sales	-
Quick Ratio	-
Current Ratio	-
Debt/Eq	0.00
LT Debt/Eq	0.00
Option/Short	Yes / Yes

EPS (ttm)	3.39
EPS next Y	3.72
EPS next Q	0.86
EPS this Y	2.66%
EPS next Y	8.72%
EPS next 5Y	7.30%
EPS past 3/5Y	3.26% 0.57%
Sales past 3/5Y	- -
EPS Y/Y TTM	0.94%
Sales Y/Y TTM	-
EPS Q/Q	20.89%
Sales Q/Q	-
Earnings	Oct 27 BMO
EPS/Sales Surpr.	-1.26% -2.22%

Insider Own	1.68%
Insider Trans	-2.15%
Inst Own	12.53%
Inst Trans	-0.05%
ROA	19.36%
ROE	19.39%
ROIC	25.12%
Gross Margin	-
Oper. Margin	-
Profit Margin	-
SMA20	-0.87%
SMA50	-3.08%
SMA200	-7.57%
Trades

Shs Outstand	92.18M
Shs Float	90.69M
Short Float	1.36%
Short Ratio	4.27
Short Interest	1.23M
52W High	44.11 -20.97%
52W Low	33.90 2.82%
Volatility	1.49% 1.40%
ATR (14)	0.51
RSI (14)	42.92
Beta	0.72
Rel Volume	0.94
Avg Volume	289.42K
Volume	272,959

Perf Week	-0.11%
Perf Month	-3.46%
Perf Quarter	-8.17%
Perf Half Y	-10.36%
Perf YTD	-9.41%
Perf Year	-12.08%
Perf 3Y	17.49%
Perf 5Y	-33.17%
Perf 10Y	58.82%
Recom	2.71
Target Price	36.67
Prev Close	34.76
Price	34.86
Change %	0.29%

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

Oct-14-26 10:00AM	AllianceBernstein: At the Edge of Insurability: When Wildfire Risk Becomes Investment Risk (ACCESSWIRE)
Oct-12-26 04:05PM	AB Announces September 30, 2026 Assets Under Management (PR Newswire)
Oct-02-26 04:18PM	Big Short Investor Predicts Imminent Market Correction: 3 Stocks to Buy in a Downturn (TIKR)
Oct-01-26 12:51PM	AB to Report Third Quarter 2026 Results on October 27, 2026 (PR Newswire)
Sep-29-26 12:05PM	15 Investment Must Reads for This Week (Sept. 29, 2026) (Wealth Management)
12:43PM	Loading…
Sep-25-26 12:43PM	AllianceBernstein Names Private Wealth Leader as Next CEO (Barrons.com)
08:00AM	AllianceBernstein appoints Onur Erzan President & Chief Executive Officer (PR Newswire)
Sep-23-26 09:30AM	Bernstein Private Wealth Management Unveils Nonprofit Financial Health Assessment Tool to Strengthen Financial Resilience (PR Newswire)
Sep-15-26 03:55AM	AI Slowdown Calls Wont Halt Fundraising, AllianceBernstein Says (Bloomberg)
Sep-10-26 04:05PM	AB Announces August 31, 2026 Assets Under Management (PR Newswire)
Sep-03-26 09:45AM	AllianceBernstein - Climate Power Plays: Energy, Geopolitics and the Repricing of Risk (ACCESSWIRE)
Sep-01-26 03:33PM	UBS Snags $1.4 Billion Bernstein Private Wealth Management Team in L.A. (Barrons.com)
Aug-26-26 09:45AM	AllianceBernstein - AI Ethics and Regulation: How Investors Can Navigate the Maze (ACCESSWIRE)
Aug-21-26 12:43PM	Deals & Moves: NewEdge Adds AllianceBernstein Team to Lead New Houston Office (Wealth Management)
Aug-18-26 10:30AM	AllianceBernstein: Renewable Energy Could Define Winners and Losers in Emerging Markets (ACCESSWIRE)
04:05PM	Loading…
Aug-12-26 04:05PM	AB Announces July 31, 2026 Assets Under Management (PR Newswire)
12:49PM	This Veteran Strategist Says the 'No-Brainer' Stock Hedge Is Gone. What to Buy Instead. (Barrons.com)
Aug-05-26 03:01PM	Equitable Holdings Inc (EQH) (Q2 2026) Earnings Call Highlights: Record AUMA and Strategic ... (GuruFocus.com)
08:30AM	Equitable Holdings, Inc. Q2 2026 Earnings Call Summary (Moby)
Aug-04-26 06:30AM	Brooklyns 12 Halsey project receives $138m refinancing (World Construction Network)
Aug-02-26 10:00AM	Bond Traders Flying Blind on Fed See Risk Yields Spiral Higher (Bloomberg)
Jul-29-26 10:45AM	Private Markets Roundup: CAIS, Allocate, Arch, Kelly Park Make Moves (Wealth Management)
08:30AM	AllianceBernstein Holding L.P. Q2 2026 Earnings Call Summary (Moby)
Jul-28-26 05:03PM	AllianceBernstein Holding LP (AB) Q2 2026 Earnings Call Highlights: Record AUM and Positive ... (GuruFocus.com)
08:14AM	AllianceBernstein Matches Earnings Forecasts While Revenue Misses Expectations (InvestorsHub)
06:23AM	AllianceBernstein: Q2 Earnings Snapshot (Associated Press)
06:15AM	ALLIANCEBERNSTEIN HOLDING L.P. ANNOUNCES SECOND QUARTER RESULTS (PR Newswire)
Jul-21-26 04:30PM	JPMorgan, Goldman Set for $100 Million Paydays on SoftBanks Record Loan (Bloomberg)
Jul-17-26 04:56PM	ETF Share Class: The Key to Unlocking Retirement Assets? (etf.com)
Jul-16-26 10:32AM	Wonder Raises $650 Million at $9 Billion Valuation (QSR)
08:55AM	Loading…
08:55AM	Exclusive: Marc Lore says Wonder is gearing up for an IPO after raising $650 million at a $9 billion valuation (Fortune)
Jul-13-26 04:05PM	AB Announces June 30, 2026 Assets Under Management (PR Newswire)
Jul-07-26 01:37AM	AllianceBernstein Backs Long Island Industrial Expansion (CRE Daily)
Jul-06-26 11:27AM	AB to Report Second Quarter 2026 Results on July 28, 2026 (PR Newswire)
Jul-02-26 09:33AM	Bond Investors Pull Back as Central America Rallies Go Too Far (Bloomberg)
Jun-25-26 03:05AM	Bill Ackman, David Tepper, and other billionaire fund managers are quietly piling into Amazon (Fortune)
Jun-15-26 09:30AM	Bernstein Private Wealth Management Study Reveals Ultra-Wealthy Families' Focus on Internal Resilience amid Global and Economic Uncertainty (PR Newswire)
Jun-12-26 04:19AM	Avalanche Treasury Stock Slides 38% in Rocky Nasdaq Trading Debut (BeInCrypto)
Jun-11-26 01:26PM	AVAT Debut Brings Avalanche Treasury Strategy to Nasdaq (CryptoProwl)
Jun-10-26 04:05PM	AB Announces May 31, 2026 Assets Under Management (PR Newswire)
12:25AM	SoftBank Attempt to Get $6 Billion OpenAI Margin Loan Stalls (Bloomberg)
Jun-03-26 12:02AM	The Number of Active ETFs Is Soaring. How Many Is Too Many? (The Daily Upside)
May-21-26 06:22AM	Junk Debts Red-Hot Rally Sparks Complacency Fears as Risk Rises (Bloomberg)
12:03AM	AllianceBernstein, Brookfield, Carlyle Latest Alts Managers to Partner on Private Fund for 401(k)s (The Daily Upside)
May-20-26 11:39AM	AllianceBernstein, Brookfield, Carlyle Team Up on Private Markets Push for DC Plans (Wealth Management)
07:30AM	AllianceBernstein, Brookfield, and Carlyle Unveil Turnkey Private-Markets Solution for Defined Contribution Plans (PR Newswire)
May-13-26 09:36AM	AllianceBernstein's Noel Archard on ETF Growth, Marketing and Client Solutions (NYSE)
May-12-26 12:00PM	US Inflation Accelerates as Gas, Food Prices Climb (Bloomberg)
May-11-26 04:05PM	AB Announces April 30, 2026 Assets Under Management (PR Newswire)
May-05-26 08:30AM	Equitable Holdings, Inc. Q1 2026 Earnings Call Summary (Moby)
Apr-29-26 03:06AM	AllianceBernstein Holding LP (AB) Q1 2026 Earnings Call Highlights: Strong Revenue Growth ... (GuruFocus.com)
Apr-28-26 04:46PM	AllianceBernstein Holding L.P. Q1 2026 Earnings Call Summary (Moby)
06:21AM	AllianceBernstein: Q1 Earnings Snapshot (Associated Press)
06:15AM	ALLIANCEBERNSTEIN HOLDING L.P. ANNOUNCES FIRST QUARTER RESULTS (PR Newswire)
Apr-24-26 08:14AM	AllianceBernstein closes hedge fund AB Arya (Private Banker International)
Apr-13-26 04:05PM	AB Announces March 31, 2026 Assets Under Management (PR Newswire)
Apr-12-26 08:30AM	Oil-Rich Latin America Lures Traders Navigating War Jitters (Bloomberg)
Apr-06-26 04:05PM	AB to Report First Quarter 2026 Results on April 28, 2026 (PR Newswire)
07:00AM	International Equities Back in Focus as Market Leadership Shifts (ETF Trends)
Mar-31-26 12:00PM	Bernstein Private Wealth Management Appoints Kim Mustin to Lead Fast-Growing Business Owner Segment (PR Newswire)
Mar-30-26 04:49AM	Emerging Markets Rout Lures Contrarians Betting on Rate Cuts (Bloomberg)
Mar-27-26 05:40AM	Corebridge, Equitable agree to $22bn all-stock merger (Life Insurance International)
Mar-26-26 11:59AM	Corebridge Financial and Equitable Holdings announce $22B all-stock merger (Proactive)
09:19AM	Equitable, Corebridge Merge to Create $1.5T Wealth, Insurance Shop (Wealth Management)
Mar-11-26 04:05PM	AB Announces February 28, 2026 Assets Under Management (PR Newswire)
Mar-04-26 01:30PM	ETF: Using market, geopolitical volatility to add to stock positions (Yahoo Finance Video)
Mar-03-26 05:09PM	AllianceBernstein's Andrew Chin on Efficiency, Use Cases and AI Guardrails (Bloomberg)
04:29PM	Starbucks to open Nashville area office amid North American expansion (The Tennessean)
05:24AM	AllianceBernstein (AB ) Hits Record $867B AUM Driven by Private Wealth and ETFs (Insider Monkey)
Mar-02-26 10:38AM	US Treasuries Fall as Inflation Angst Eclipses Haven Buying (Bloomberg)
Feb-26-26 12:29PM	Analyst Report: AllianceBernstein Holding L.P. (Morningstar Research)
Feb-18-26 11:26AM	Invesco Gains 16.6% in 3 Months: How to Play the Stock Now (Zacks)
05:52AM	AllianceBernstein picks SimCorp as core investment tech partner (Private Banker International)
Feb-17-26 07:30AM	AllianceBernstein selects SimCorp One technology platform for investment teams (PR Newswire)
Feb-11-26 04:05PM	AB Announces January 31, 2026 Assets Under Management (PR Newswire)
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	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)
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)

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.

CEO & DirectorMr. Seth Perry Bernstein

PresidentMr. Ahmet Onur Erzan

Senior VPMr. Thomas Rudolph Simeone

Chief Operating OfficerMr. Karl K Sprules

Senior VPMr. Mark Randall Manley J.D.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Stonehill Charles G.T.	Director	Aug 04 '26	Sale	37.17	5,000	185,850	24,573	Aug 06 05:34 PM
Stonehill Charles G.T.	Director	Aug 04 '26	Proposed Sale	37.12	5,000	185,600		Aug 04 03:00 PM
BERNSTEIN SETH P	CEO	Apr 30 '26	Sale	39.54	29,000	1,146,631	212,046	May 04 04:10 PM
BERNSTEIN SETH P	Officer	Apr 30 '26	Proposed Sale	39.68	29,000	1,150,720		Apr 30 04:12 PM
BERNSTEIN SETH P	CEO	Feb 18 '26	Sale	41.08	26,840	1,102,587	241,046	Feb 19 04:06 PM
BERNSTEIN SETH P	Officer	Feb 18 '26	Proposed Sale	41.28	26,840	1,107,934		Feb 18 10:31 AM

Open in Screener

EQH

Equitable Holdings Inc

53.21

Oct 16 • 3:59 PM ET -0.28 (-0.52%)

53.21

Aftermarket • 5:23 PM ET 0.00 (0.00%)

Financial Asset Management USA Large NYSE

EQH Equitable Holdings Inc daily Stock Chart

Peers: CRBG PFG JXN BHF LNC GL UNM VOYA PRU MET

| Held by: IJH VTI VB VBR VXF MDY SPMD IWR VYM DFAC

Index	-
Market Cap	14.53B
Enterprise Value	-
Income	-982.00M
Sales	11.77B
Book/sh	-6.79
Cash/sh	-
Dividend Est.	1.16 (2.17%)
Dividend TTM	1.14 (2.14%)
Dividend Ex-Date	Aug 03, 2026
Dividend Gr. 3/5Y	10.42% 9.73%
Payout	-
Employees	8000
IPO	May 10, 2018

P/E	-
Forward P/E	5.93
PEG	0.26
P/S	1.23
P/B	-
P/C	-
P/FCF	13.63
EV/EBITDA	-
EV/Sales	-
Quick Ratio	-
Current Ratio	11.62
Debt/Eq	-
LT Debt/Eq	-
Option/Short	Yes / Yes

EPS (ttm)	-3.31
EPS next Y	8.97
EPS next Q	1.86
EPS this Y	26.51%
EPS next Y	25.75%
EPS next 5Y	23.24%
EPS past 3/5Y	- -25.44%
Sales past 3/5Y	-4.62% -0.54%
EPS Y/Y TTM	-356.46%
Sales Y/Y TTM	-17.70%
EPS Q/Q	-38.33%
Sales Q/Q	-10.41%
Earnings	Nov 02 AMC
EPS/Sales Surpr.	3.19% -56.87%

Insider Own	0.59%
Insider Trans	-15.44%
Inst Own	99.62%
Inst Trans	-5.01%
ROA	-0.30%
ROE	-508.79%
ROIC	-30.32%
Gross Margin	-
Oper. Margin	-3.26%
Profit Margin	-8.34%
SMA20	0.44%
SMA50	2.03%
SMA200	16.82%
Trades

Shs Outstand	273.08M
Shs Float	271.41M
Short Float	2.01%
Short Ratio	1.93
Short Interest	5.47M
52W High	55.22 -3.65%
52W Low	35.19 51.19%
Volatility	3.12% 2.70%
ATR (14)	1.46
RSI (14)	52.70
Beta	1.07
Rel Volume	1.10
Avg Volume	2.83M
Volume	3,120,343

Perf Week	0.55%
Perf Month	-1.54%
Perf Quarter	10.62%
Perf Half Y	27.51%
Perf YTD	11.67%
Perf Year	12.69%
Perf 3Y	89.02%
Perf 5Y	66.13%
Perf 10Y	-
Recom	1.27
Target Price	64.00
Prev Close	53.49
Price	53.21
Change %	-0.52%

Date	Action	Analyst	Rating Change	Price Target Change
Jul-09-26	Downgrade	Wolfe Research	Outperform → Peer Perform
Apr-16-26	Upgrade	Raymond James	Mkt Perform → Strong Buy	$58
Mar-26-26	Resumed	Keefe Bruyette	Outperform	$53
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

Show Previous Ratings

Sep-30-26 04:15PM	Equitable Holdings Schedules Announcement of Third Quarter 2026 Results (Business Wire)
Sep-25-26 12:43PM	AllianceBernstein Names Private Wealth Leader as Next CEO (Barrons.com)
08:00AM	AllianceBernstein appoints Onur Erzan President & Chief Executive Officer (PR Newswire)
Sep-02-26 09:00AM	Equitable expands SCS Premier with industrys first bitcoin-linked RILA investment option (Business Wire)
Sep-01-26 04:15PM	Corebridge Financial and Equitable Holdings to Participate in the 2026 KBW Insurance Conference (Business Wire)
03:01PM	Loading…
Aug-05-26 03:01PM	Equitable Holdings Inc (EQH) (Q2 2026) Earnings Call Highlights: Record AUMA and Strategic ... (GuruFocus.com) +6.32%
08:30AM	Equitable Holdings, Inc. Q2 2026 Earnings Call Summary (Moby)
Aug-04-26 04:15PM	Equitable Holdings Reports Second Quarter 2026 Results (Business Wire)
Aug-03-26 07:07AM	Equitable Holdings Inc's Dividend Analysis (GuruFocus.com)
Jul-30-26 01:00PM	Corebridge Financial and Equitable Holdings Stockholders Approve Merger (Business Wire)
Jul-22-26 04:15PM	Equitable Holdings Declares Common and Preferred Stock Dividends (Business Wire)
Jul-14-26 04:13PM	Are RMAX, AXTA, CRBG, EQH Obtaining Fair Deals for their Shareholders? (PR Newswire)
Jul-01-26 04:15PM	Equitable Holdings Schedules Announcement of Second Quarter 2026 Results (Business Wire)
Jun-25-26 01:59PM	Are CRBG, EQH, AVNS Obtaining Fair Deals for their Shareholders? (PR Newswire)
May-12-26 08:30AM	Corebridge Financial and Equitable Holdings Announce Leadership Team for Combined Company (Business Wire)
08:30AM	Loading…
May-05-26 08:30AM	Equitable Holdings, Inc. Q1 2026 Earnings Call Summary (Moby) +6.15%
May-04-26 04:15PM	Equitable Holdings Reports First Quarter 2026 Results (Business Wire)
Apr-14-26 04:13PM	Are KZR, EQH, ULYX Obtaining Fair Deals for their Shareholders? (PR Newswire) +7.12%
Apr-09-26 09:00AM	Equitable Launches 403(b) Pooled Employer Plan to Support Nonprofits (Business Wire)
Apr-06-26 04:15PM	Equitable Holdings Schedules Announcement of First Quarter 2026 Results (Business Wire)
Mar-31-26 11:17AM	Are KZR, NSA, EQH, CTRA Obtaining Fair Deals for their Shareholders? (PR Newswire)
Mar-26-26 11:59AM	Corebridge Financial and Equitable Holdings announce $22B all-stock merger (Proactive)
10:50AM	Are TERN, CRBG, EQH Obtaining Fair Deals for their Shareholders? (PR Newswire)
10:33AM	Equitable and Corebridge Plan to Merge in $22 Billion Deal (Barrons.com)
06:45AM	Corebridge and Equitable to merge in $22 billion all-stock deal (Investing.com)
06:22AM	Corebridge Financial, Equitable Holdings to Merge (The Wall Street Journal)
06:00AM	Corebridge Financial and Equitable Holdings Announce Transformational Merger (Business Wire)
Mar-03-26 02:21AM	Equitable Holdings (EQH) Hits Record $1.1T in Assets Following Strong 2025 Performance (Insider Monkey)
Mar-02-26 09:47AM	Wells Fargo Trims Equitable Holdings (EQH) to $57 (Insider Monkey)
Feb-24-26 09:00AM	Equitable PEAK 35 Study: Millennials Seek Trusted Financial Advice as They Build and Inherit Wealth (Business Wire)
03:49PM	Loading…
Feb-17-26 03:49PM	Do Options Traders Know Something About EQH Stock We Don't? (Zacks)
Feb-11-26 04:15PM	Equitable Holdings Announces Additional $1 Billion Share Repurchase Authorization and Declares Common and Preferred Stock Dividends (Business Wire)
12:42AM	Equitable Holdings's Q4 Earnings Call: Our Top 5 Analyst Questions (StockStory)
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	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)
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)
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)

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.

PresidentMr. Mark Pearson FCCA

Senior Executive VP & CFOMr. Robin Matthew Raju

Senior Executive VP & COOMr. Jeffrey Joy Hurd J.D.

Head of Asset ManagementMr. Seth Perry Bernstein

President of EquitableMr. Nicholas Burritt Lane

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
SCOTT BERTRAM L	Director	Sep 21 '26	Sale	54.35	2,780	151,093	23,685	Sep 21 04:10 PM
BERTRAM L SCOTT	Director	Sep 21 '26	Proposed Sale	54.35	2,780	151,093		Sep 21 04:07 PM
MacKay Craig C	Director	Sep 17 '26	Sale	54.27	2,000	108,550	16,999	Sep 18 04:20 PM
CRAIG MACKAY	Director	Sep 17 '26	Proposed Sale	54.27	2,000	108,550		Sep 17 04:04 PM
Lane Nick	See Remarks	Sep 04 '26	Sale	53.24	14,923	794,518	110,007	Sep 08 04:07 PM
ARLENE ISAACS-LOWE	Director	Sep 04 '26	Proposed Sale	52.83	1,000	52,825		Sep 04 04:16 PM
Isaacs-Lowe Arlene	Director	Sep 04 '26	Sale	52.83	1,000	52,825	19,763	Sep 04 04:09 PM
Nick Lane	Officer	Sep 04 '26	Proposed Sale	53.24	14,923	794,518		Sep 04 04:03 PM
HURD JEFFREY J	Chief Operating Officer	Aug 17 '26	Option Exercise	21.34	9,359	199,721	79,378	Aug 18 04:14 PM
HURD JEFFREY J	Chief Operating Officer	Aug 17 '26	Sale	51.98	14,359	746,419	65,019	Aug 18 04:14 PM
JEFFREY HURD	Officer	Aug 17 '26	Proposed Sale	53.09	14,359	762,319		Aug 17 04:33 PM
MacKay Craig C	Director	Aug 11 '26	Sale	51.37	2,200	113,003	18,999	Aug 11 04:41 PM
CRAIG MACKAY	Director	Aug 11 '26	Proposed Sale	51.37	2,200	113,003		Aug 11 04:09 PM
Eckert William James IV	Chief Accounting Officer	Aug 10 '26	Sale	52.88	947	50,073	8,419	Aug 10 04:23 PM
Stonehill Charles G.T.	Director	Aug 06 '26	Sale	51.54	7,500	386,554	34,357	Aug 10 04:23 PM
SCOTT BERTRAM L	Director	Aug 06 '26	Sale	51.15	1,466	74,987	26,465	Aug 10 04:19 PM
WILLIAM J ECKERT IV	Officer	Aug 10 '26	Proposed Sale	52.88	947	50,073		Aug 10 04:08 PM
CHARLES STONEHILL	Director	Aug 06 '26	Proposed Sale	51.54	7,500	386,554		Aug 06 04:10 PM
BERTRAM L SCOTT	Director	Aug 06 '26	Proposed Sale	51.15	1,466	74,987		Aug 06 04:09 PM
Pearson Mark	President and CEO	Jul 20 '26	Option Exercise	23.18	27,200	630,496	793,103	Jul 21 05:00 PM
Pearson Mark	President and CEO	Jul 20 '26	Sale	48.54	39,700	1,926,972	753,403	Jul 21 05:00 PM
HURD JEFFREY J	Chief Operating Officer	Jul 15 '26	Option Exercise	21.34	9,358	199,700	84,106	Jul 17 04:19 PM
HURD JEFFREY J	Chief Operating Officer	Jul 15 '26	Sale	48.86	14,358	701,581	69,748	Jul 17 04:19 PM
Pearson Mark	President and CEO	Jun 18 '26	Option Exercise	23.18	27,200	630,496	805,603	Jun 23 04:23 PM
Pearson Mark	President and CEO	Jun 18 '26	Sale	45.28	39,700	1,797,814	765,903	Jun 23 04:23 PM
HURD JEFFREY J	Chief Operating Officer	Jun 15 '26	Option Exercise	21.34	9,358	199,700	89,106	Jun 18 04:21 PM
HURD JEFFREY J	Chief Operating Officer	Jun 15 '26	Sale	45.11	14,358	647,693	74,748	Jun 18 04:21 PM
Eckert William James IV	Chief Accounting Officer	Jun 10 '26	Sale	41.83	6,200	259,346	9,366	Jun 10 04:27 PM
WILLIAM J ECKERT IV	Officer	Jun 10 '26	Proposed Sale	41.83	6,200	259,346		Jun 10 04:07 PM
SCOTT BERTRAM L	Director	Jun 04 '26	Sale	41.08	2,470	101,478	27,931	Jun 05 04:16 PM
BERTRAM L SCOTT	Director	Jun 04 '26	Proposed Sale	41.08	2,470	101,478		Jun 04 04:17 PM
Hondal Francis	Director	Dec 01 '25	Buy	46.86	104	4,863	25,931	May 21 05:11 PM
Pearson Mark	President and CEO	May 18 '26	Option Exercise	23.18	27,200	630,496	816,383	May 20 04:21 PM
Pearson Mark	President and CEO	May 18 '26	Sale	42.60	39,700	1,691,236	776,683	May 20 04:21 PM
Eckert William James IV	Chief Accounting Officer	May 15 '26	Sale	42.48	7,300	310,140	15,506	May 18 05:18 PM
Lane Nick	See Remarks	May 15 '26	Option Exercise	23.18	4,417	102,386	128,635	May 18 05:17 PM
Lane Nick	See Remarks	May 15 '26	Sale	42.45	4,417	187,486	124,218	May 18 05:17 PM
HURD JEFFREY J	Chief Operating Officer	May 15 '26	Option Exercise	21.34	9,358	199,700	93,761	May 18 05:16 PM
HURD JEFFREY J	Chief Operating Officer	May 15 '26	Sale	42.44	14,358	609,419	79,403	May 18 05:16 PM
Mark Pearson	President / CEO / Director	May 18 '26	Proposed Sale	42.58	119,100	5,071,278		May 18 05:12 PM
JEFFREY HURD	Officer	May 15 '26	Proposed Sale	42.52	43,074	1,831,506		May 15 04:25 PM
NICK LANE	Officer	May 15 '26	Proposed Sale	42.52	4,417	187,811		May 15 04:24 PM
WILLIAM J ECKERT IV	Officer	May 15 '26	Proposed Sale	42.48	7,300	310,140		May 15 04:15 PM
BERTRAM L SCOTT	Director	May 08 '26	Proposed Sale	42.59	5,906	251,537		May 08 04:24 PM
Pearson Mark	President and CEO	Apr 20 '26	Option Exercise	23.18	27,200	630,496	828,883	Apr 21 04:18 PM
Pearson Mark	President and CEO	Apr 20 '26	Sale	41.63	39,700	1,652,640	789,183	Apr 21 04:18 PM
Lane Nick	See Remarks	Apr 15 '26	Option Exercise	23.18	10,000	231,800	134,218	Apr 17 04:21 PM
Lane Nick	See Remarks	Apr 15 '26	Sale	40.44	10,000	404,421	124,218	Apr 17 04:21 PM
HURD JEFFREY J	Chief Operating Officer	Apr 15 '26	Option Exercise	21.34	9,358	199,700	98,761	Apr 17 04:20 PM
HURD JEFFREY J	Chief Operating Officer	Apr 15 '26	Sale	40.58	14,358	582,697	84,403	Apr 17 04:20 PM
Pearson Mark	President and CEO	Apr 15 '26	Option Exercise	23.18	1,387	32,151	803,070	Apr 17 04:18 PM
Pearson Mark	President and CEO	Apr 15 '26	Sale	40.03	1,387	55,518	801,683	Apr 17 04:18 PM
JEFFREY HURD	Officer	Apr 15 '26	Proposed Sale	39.21	14,358	562,977		Apr 15 04:54 PM
NICK LANE	Officer	Apr 15 '26	Proposed Sale	39.21	10,000	392,100		Apr 15 04:44 PM
Pearson Mark	President and CEO	Apr 08 '26	Option Exercise	23.18	25,813	598,345	839,996	Apr 10 04:24 PM
Pearson Mark	President and CEO	Apr 08 '26	Sale	40.05	38,313	1,534,355	801,683	Apr 10 04:24 PM
HURD JEFFREY J	Chief Operating Officer	Apr 08 '26	Option Exercise	21.34	9,358	199,700	103,761	Apr 09 04:12 PM
HURD JEFFREY J	Chief Operating Officer	Apr 08 '26	Sale	40.04	14,358	574,840	89,403	Apr 09 04:12 PM
Lane Nick	See Remarks	Apr 08 '26	Option Exercise	23.18	10,000	231,800	134,218	Apr 09 04:11 PM
Lane Nick	See Remarks	Apr 08 '26	Sale	40.04	10,000	400,381	124,218	Apr 09 04:11 PM
NICK LANE	Officer	Apr 08 '26	Proposed Sale	37.75	10,000	377,500		Apr 08 04:36 PM
JEFFREY HURD	Officer	Apr 08 '26	Proposed Sale	37.75	14,358	542,014		Apr 08 04:35 PM
Lane Nick	See Remarks	Feb 17 '26	Option Exercise	23.18	10,000	231,800	137,876	Feb 19 04:13 PM
Lane Nick	See Remarks	Feb 17 '26	Sale	44.99	30,000	1,349,651	107,876	Feb 19 04:13 PM
Pearson Mark	President and CEO	Feb 18 '26	Option Exercise	23.18	27,200	630,496	803,155	Feb 19 04:13 PM
Pearson Mark	President and CEO	Feb 18 '26	Sale	45.50	39,700	1,806,350	763,455	Feb 19 04:13 PM
Mark Pearson	President / CEO / Director	Feb 18 '26	Proposed Sale	45.25	119,100	5,389,275		Feb 18 04:43 PM
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
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

CME

CME Group Inc

AB

AllianceBernstein Holding Lp

EQH

Equitable Holdings Inc

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