Sectors

EQH
Equitable Holdings, Inc.
37.79
300 x 37.80
500 x 37.79
bid
ask
+
0.17
0.45%
400 @ 04:00 PM
37.93 +0.14 (0.37%)
Ytd -20.69%
1y -31.20%
35.85
day range
37.92
35.34
52 week range
56.10
Open 36.53 Prev Close 37.62 Low 35.85 High 37.92 Mkt Cap 10.63B
Vol 4.64M Avg Vol 3.59M EPS -4.83 P/E N/A Forward P/E 4.23
Beta 1.10 Short Ratio 0.03 Inst. Own 102.16% Dividend 1.08 Div Yield 2.87
Ex Div Date 03-04 Earning 04-28 50-d Avg 41.41 200-d Avg 48.01 1yr Est 60.92
Earning
Date For Estimate Reported Surprise surprise %
2026-05-05 2026-03 1.64 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 1.48 -0.11 -6.92%
2025-08-05 2025-06 1.28 1.1 -0.18 -14.06%
2025-08-05 2025-06 1.28 1.41 0.13 10.16%
2025-04-29 2025-03 1.49 1.35 -0.14 -9.40%
Upgrade / Downgrade
Date Firm Action From To
2026-03-03 Morgan Stanley Upgrade Overweight Overweight
2026-02-25 Wells Fargo Upgrade Overweight Overweight
2026-02-05 JP Morgan Upgrade Overweight Overweight
2026-02-05 UBS Upgrade Buy Buy
2026-02-04 Barclays Upgrade Overweight Overweight
2026-01-13 Wells Fargo Upgrade Overweight Overweight
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)
2026-03-11 HURD JEFFREY JOY Chief Operating Officer 94.40K Stock Award(Grant)
2025-05-20 KAYE DANIEL G Director 55.69K Stock Award(Grant)
2025-05-20 LAMM-TENNANT JOAN M Director 47.89K Stock Award(Grant)
2026-03-11 LANE NICK Officer 124.22K Stock Award(Grant)
Institution Ownership
Report Date Organization Position Value Percentage
2025-12-30 Vanguard Group Inc 30.63M 1.16B 10.93%
2025-12-30 Blackrock Inc. 27.32M 1.03B 9.74%
2025-12-30 Canada Pension Plan Investment Board 19.28M 728.74M 6.88%
2025-12-30 Price (T.Rowe) Associates Inc 17.26M 652.18M 6.16%
2025-12-30 Capital International Investors 13.55M 511.89M 4.83%
2025-12-30 State Street Corporation 12.23M 462.30M 4.36%
Fund Ownership
Report Date Organization Position Value Percentage
2025-12-30 VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund 9.04M 341.64M 3.22%
2026-01-30 iShares Trust-iShares Core S&P Mid-Cap ETF 7.94M 299.88M 2.83%
2025-12-30 VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund 6.50M 245.72M 2.32%
2025-12-30 THORNBURG INVESTMENT TRUST-Thornburg Investment Income Builder Fund 4.81M 181.92M 1.72%
2026-01-30 WASHINGTON MUTUAL INVESTORS FUND 4.83M 182.36M 1.72%
2025-12-30 T. ROWE PRICE Eqy. INCOME Fd., INC.-T. Rowe Price Eqy. Income Fd. 4.38M 165.69M 1.56%
Dividend
Dividend Date
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
0.24 2024-11-26