EQH
Equitable Holdings, Inc.
41.10
700 x 40.30
200 x 43.68
bid
ask
-
0.50
1.20%
450 @ 04:00 PM
41.10 +0.00 (0.00%)
Ytd -13.75%
1y -17.88%
40.93
day range
41.77
35.34
52 week range
56.10
Open 41.46 Prev Close 41.60 Low 40.93 High 41.77 Mkt Cap 11.57B
Vol 1.67M Avg Vol 3.79M EPS -4.77 P/E N/A Forward P/E 4.71
Beta 1.11 Short Ratio 0.01 Inst. Own 101.69% Dividend 1.08 Div Yield 2.60
Ex Div Date 03-04 Earning 05-04 50-d Avg 39.82 200-d Avg 46.98 1yr Est 57.46
Earning
Date For Estimate Reported Surprise surprise %
2026-05-04 2026-03 1.63 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%
2025-11-04 2025-09 1.59 N/A N/A N/A
2025-08-05 2025-06 1.28 1.1 -0.18 -14.06%
2025-08-05 2025-06 1.28 N/A N/A N/A
Upgrade / Downgrade
Date Firm Action From To
2026-04-16 Raymond James Upgrade Market Perform Strong Buy
2026-04-13 Mizuho Upgrade Outperform Outperform
2026-04-10 Keefe, Bruyette & Woods Upgrade Outperform Outperform
2026-04-10 Wells Fargo Upgrade Overweight Overweight
2026-04-09 UBS Upgrade Buy Buy
2026-04-09 Evercore ISI Group Upgrade Outperform Outperform
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)
2026-04-14 HURD JEFFREY JOY Chief Operating Officer 84.40K Sale
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)
2026-04-14 LANE NICK Officer 124.22K Sale
Institution Ownership
Report Date Organization Position Value Percentage
2025-12-30 Vanguard Group Inc 30.63M 1.26B 10.88%
2025-12-30 Blackrock Inc. 27.32M 1.12B 9.70%
2025-12-30 Canada Pension Plan Investment Board 19.28M 792.96M 6.85%
2025-12-30 Price (T.Rowe) Associates Inc 17.26M 709.65M 6.13%
2025-12-30 Capital International Investors 13.55M 557.00M 4.81%
2025-12-30 State Street Corporation 12.23M 503.03M 4.35%
Fund Ownership
Report Date Organization Position Value Percentage
2025-12-30 VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund 9.04M 371.75M 3.21%
2026-02-27 iShares Trust-iShares Core S&P Mid-Cap ETF 7.94M 326.30M 2.82%
2025-12-30 VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund 6.50M 267.37M 2.31%
2026-03-30 WASHINGTON MUTUAL INVESTORS FUND 5.23M 215.09M 1.86%
2025-12-30 THORNBURG INVESTMENT TRUST-Thornburg Investment Income Builder Fund 4.81M 197.95M 1.71%
2025-12-30 T. ROWE PRICE Eqy. INCOME Fd., INC.-T. Rowe Price Eqy. Income Fd. 4.38M 180.29M 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