Insider Trading April 9, 2026 04:16 PM

Equitable Holdings COO Sells $574,840 in Stock, Exercises Options Same Day

Transactions carried out under a pre-arranged 10b5-1 plan as the company reports mixed Q4 2025 results and advances merger arrangements

By Marcus Reed EQH
Equitable Holdings COO Sells $574,840 in Stock, Exercises Options Same Day
EQH

Equitable Holdings Chief Operating Officer Jeffrey J. Hurd executed multiple sales of company stock on April 8, 2026, disposing of 14,358 shares for approximately $574,840 while also exercising options to acquire 9,358 shares. The transactions were completed under a Rule 10b5-1 trading plan adopted May 1, 2025. The company reported Q4 2025 earnings that met EPS expectations but missed revenue forecasts, and has formalized a Voting and Support Agreement tied to a previously announced merger.

Key Points

  • Jeffrey J. Hurd sold 14,358 shares on April 8, 2026, for about $574,840 and exercised options to buy 9,358 shares at $21.34 for $199,699.
  • Equitable reported Q4 2025 EPS of $1.76, meeting expectations, while revenue of $3.28 billion missed the $3.95 billion forecast by 16.96%.
  • A Voting and Support Agreement with Nippon Life and Corebridge ties shareholder voting to approval of a previously announced merger; analysts maintain price targets of $49 to $66.

Equitable Holdings (NYSE: EQH) Chief Operating Officer Jeffrey J. Hurd sold 14,358 shares of the company's common stock on April 8, 2026, generating roughly $574,840. The dispositions occurred across multiple trades at prices between $40.00 and $40.0556 per share.

On the same day, Hurd exercised stock options to acquire 9,358 shares of Equitable Holdings common stock at an exercise price of $21.34 per share, representing a combined cost of $199,699 for that exercise.

After recording both the sales and the option exercise, Hurd's direct ownership in Equitable Holdings stands at 89,403.4032 shares.

The reported sales were executed under a pre-arranged Rule 10b5-1 trading plan that Hurd adopted on May 1, 2025.

Market context included a company share price of $38.48 at the time of reporting, a level that reflects an approximate 18% decline year-to-date. Analysts, however, continue to maintain price targets for Equitable Holdings that range from $49 to $66.

Separately, Equitable Holdings released its fourth-quarter 2025 financial results. The company reported an earnings per share (EPS) of $1.76, which matched analyst expectations. Revenue for the quarter totaled $3.28 billion, falling short of the $3.95 billion that had been forecast and representing a 16.96% negative surprise relative to estimates.

On the corporate governance front, Equitable Holdings entered into a Voting and Support Agreement with Nippon Life Insurance Company and Corebridge Financial concerning a previously announced merger involving several newly formed subsidiaries. Under the terms disclosed, Nippon Life has agreed to vote its Corebridge shares in favor of the merger and to refrain from transferring any Corebridge shares prior to approval of the merger, subject to certain exceptions.

Barclays analysts have flagged Equitable Holdings as an attractive option for investors focused on life insurance, noting that some market participants may be mischaracterizing insurers' private debt holdings when comparing them to assets managed by alternative managers or business development companies.

Taken together, the insider transactions, quarterly results and the Voting and Support Agreement underscore ongoing developments for Equitable Holdings as the company manages revenue shortfalls, strategic merger processes and analyst interest.


Key points

  • Jeffrey J. Hurd sold 14,358 shares on April 8, 2026, for about $574,840, and exercised options for 9,358 shares at $21.34, costing $199,699.
  • Equitable reported Q4 2025 EPS of $1.76, meeting expectations, while revenue of $3.28 billion missed the $3.95 billion forecast by 16.96%.
  • The company formalized a Voting and Support Agreement with Nippon Life and Corebridge related to a previously announced merger; analysts retain price targets between $49 and $66.

Risks and uncertainties

  • Revenue shortfall: Q4 2025 revenue missed estimates by 16.96%, indicating near-term top-line pressure that could affect insurer and financial-sector assessments.
  • Merger approval and execution: The Voting and Support Agreement indicates a dependence on shareholder and regulatory milestones for the planned merger, introducing execution uncertainty.
  • Market performance: The stock traded at $38.48, down roughly 18% year-to-date, which presents exposure to continued price volatility in equity and insurance sector markets.

Risks

  • Q4 2025 revenue fell short of forecasts by 16.96%, posing a near-term operational and market risk for the insurer and financial sectors.
  • The merger depends on approvals and conditions referenced in the Voting and Support Agreement, creating uncertainty around timing and execution.
  • The stock's year-to-date decline of roughly 18% reflects potential ongoing volatility in equity markets relevant to insurance and financial services investors.

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