In its Q2 2026 investor letter, Oakmark Fund highlighted Equitable Holdings, Inc. (NYSE:EQH) as a newly added position.
Equitable Holdings, Inc. (NYSE:EQH) is a leading diversified financial services company focusing on life insurance, annuities, asset management, and retirement solutions
On July 13, 2026, Equitable Holdings, Inc. (NYSE:EQH) closed at $47.80 per share. One-month return of Equitable Holdings, Inc. (NYSE:EQH) was 5.54%, and its shares lost 7.81% over the past 52 weeks. Equitable Holdings, Inc. (NYSE:EQH) has a market capitalization of $13.05 billion.
Oakmark Fund stated the following regarding Equitable Holdings, Inc. (NYSE:EQH) in its Q2 2026 investor update: “Equitable Holdings, Inc. (NYSE:EQH) is a U.S.-headquartered diversified financial services company operating across retirement, asset management, and wealth management. The life and retirement industry benefits from recurring, fee-based revenue, scale advantages in distribution, and structural demand from an aging population’s growing reliance on annuity and advisory products. We are drawn to Equitable’s repositioning away from spread-driven insurance earnings toward nonregulated fee businesses, which now places more than half of distributable cash flow in capital-light segments, supported by a management team with a consistent record of returning capital to shareholders.