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EQH
Equitable Holdings, Inc.
40.21
400 x 40.39
200 x 40.38
bid
ask
+
0.36
0.90%
300 @ 06:14 PM
39.88 -0.33 (0.82%)
Ytd -15.61%
1y -24.03%
40.13
day range
41.31
35.20
52 week range
56.61
Open 40.50 Prev Close 39.85 Low 40.13 High 41.31 Mkt Cap 11.32B
Vol 3.71M Avg Vol 4.36M EPS -2.85 P/E N/A Forward P/E 4.73
Beta 1.13 Short Ratio 0.01 Inst. Own 102.22% Dividend 1.11 Div Yield 2.74
Ex Div Date 06-01 Earning 08-04 50-d Avg 40.60 200-d Avg 45.51 1yr Est 57.92
Earning
Date For Estimate Reported Surprise surprise %
2026-05-04 2026-03 1.6 1.62 0.02 1.25%
2026-02-04 2025-12 1.75 N/A N/A N/A
2026-02-04 2025-12 1.75 1.76 0.01 0.57%
2025-11-04 2025-09 1.59 N/A N/A N/A
2025-11-04 2025-09 1.59 1.48 -0.11 -6.92%
2025-08-05 2025-06 1.28 1.1 -0.18 -14.06%
Upgrade / Downgrade
Date Firm Action From To
2026-05-12 Wells Fargo Upgrade Overweight Overweight
2026-05-07 Mizuho Upgrade Outperform Outperform
2026-05-06 Keefe, Bruyette & Woods Upgrade Outperform Outperform
2026-05-05 Barclays Upgrade Overweight Overweight
2026-04-29 JP Morgan Upgrade Overweight Overweight
2026-04-16 Raymond James Upgrade Market Perform Strong Buy
Profile
Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through six segments: Individual Retirement, Group Retirement, Asset Management, Protection Solutions, Wealth Management, and Legacy. The Individual Retirement variable annuity products, including structured capital strategies, retirement cornerstone, and investment edge primarily to affluent and high net worth individuals. The Group Retirement provides 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. It offers guaranteed and structured investment option, and personal income benefit variable annuity products and open architecture mutual fund platform. The Asset Management segment offers investment management and related services to various clients through institutions, retail, and private wealth management. The Protection Solutions segment provides life insurance products, such as VUL and COLI insurance, IUL insurance, and term life; and employee benefits business which includes group life, supplemental life, dental, vision, short-term disability, long-term disability, critical illness, accident and hospital indemnity insurance products to small and medium-sized businesses. The Wealth Management segment offers discretionary and non-discretionary investment advisory accounts, financial planning and advice, life insurance, and annuity products. The Legacy segment consists of the capital intensive fixed-rate GMxB business that includes ROP death benefits. The company was formerly known as AXA Equitable Holdings, Inc. and changed its name to Equitable Holdings, Inc. in January 2020. Equitable Holdings, Inc. was founded in 1859 and is based in New York, New York.
Insider Holder
Date Name Relation Quantity Description
2026-03-11 BERNSTEIN SETH PERRY Officer 55.73K Stock Award(Grant)
2025-08-11 GONZALEZ JOSE RAMON Officer 88.56K Stock Award(Grant)
2026-05-14 HURD JEFFREY JOY Chief Operating Officer 79.40K Sale
2026-05-19 KAYE DANIEL G Director 60.09K Stock Award(Grant)
2026-05-19 LAMM-TENNANT JOAN M Director 54.79K Stock Award(Grant)
2026-05-14 LANE NICK Officer 124.22K Sale
Institution Ownership
Report Date Organization Position Value Percentage
2026-03-30 Blackrock Inc. 27.32M 1.10B 9.71%
2026-03-30 Canada Pension Plan Investment Board 18.22M 732.66M 6.47%
2026-03-30 Price (T.Rowe) Associates Inc 17.53M 704.79M 6.23%
2026-03-30 Vanguard Portfolio Management LLC 14.63M 588.17M 5.20%
2026-03-30 Vanguard Capital Management LLC 12.63M 508.03M 4.49%
2026-03-30 State Street Corporation 11.98M 481.82M 4.26%
Fund Ownership
Report Date Organization Position Value Percentage
2026-03-30 VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund 8.93M 359.00M 3.17%
2026-04-29 iShares Trust-iShares Core S&P Mid-Cap ETF 8.02M 322.53M 2.85%
2026-03-30 VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund 6.46M 259.94M 2.30%
2026-03-30 WASHINGTON MUTUAL INVESTORS FUND 5.23M 210.36M 1.86%
2026-03-30 THORNBURG INVESTMENT TRUST-Thornburg Investment Income Builder Fund 4.81M 193.60M 1.71%
2026-03-30 T. ROWE PRICE Eqy. INCOME Fd., INC.-T. Rowe Price Eqy. Income Fd. 4.39M 176.70M 1.56%
Dividend
Dividend Date
0.3 2026-06-01
0.27 2026-03-04
0.27 2025-11-24
0.27 2025-08-05
0.27 2025-06-02
0.24 2025-03-05