Equitable Holdings, Inc. EQH

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55.53 USD +0.29 (+0.52%)

Nov 4, 2026, 10:17 AM EST

55.07 Day range 56.83
35.20 52-week range 56.83
YTD
+16.54%
1 year
+13.65%
Market cap
14.89B
Revenue (ttm)
10.62B
Profit margin
-8.72%
EPS (ttm)
5.07
Shares out
272.77M
P/E ratio
10.94
Forward P/E
6.20
Dividend
1.14 (2.20%)
Ex-dividend date
Aug 2, 2026
YTD return
+16.54%
1-year return
+13.65%
Volume
324.30K
Avg volume
2.83M
Open
56.33
Previous close
55.24
Day's range
55.07 – 56.83
52-week range
35.20 – 56.83
Beta
1.05
Analysts
Strong Buy
Price target
64.00 (+15.3%)
Earnings date
Feb 3, 2027

5Y +20.05 (+56.98%)

3040502022202320242025202655.24

Key statistics

Enterprise value
5.93B
PEG ratio
0.00
Price / sales
1.42
Price / book
0.00
Dividend yield
2.10%
Payout ratio
84.62%
Revenue growth
-29.80%
Free cash flow
-8.82B
Total cash
19.13B
Total debt
7.17B
Return on equity
-25.13%
Short % of float
0.01%
50-day average
52.79
200-day average
45.89

Financials — quick view

All financials
EQH Revenue — quarterly 1.66B
2022-Q3 20222022-Q4 20222023-Q1 20232023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20242024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20252025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20262026-Q2 2026
EQH Net income — quarterly -453.00M
2022-Q3 20222022-Q4 20222023-Q1 20232023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20242024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20252025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20262026-Q2 2026
EQH EPS — quarterly -1.68
2022-Q3 20222022-Q4 20222023-Q1 20232023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20242024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20252025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20262026-Q2 2026

Earnings

EQH recent earnings
Report dateQuarter endingEPS estimateEPS reportedSurpriseSurprise %
Feb 3, 2027Dec 30, 20261.96———
Nov 2, 2026Sep 30, 20261.862.13+0.27+14.52%
Aug 4, 2026Jun 30, 20261.651.70+0.05+3.03%
May 4, 2026Mar 31, 20261.601.62+0.02+1.25%
Feb 4, 2026Dec 31, 20251.751.76+0.01+0.57%
Nov 4, 2025Sep 30, 20251.611.48-0.13-8.07%

Upgrades / downgrades

EQH analyst upgrades and downgrades
DateFirmActionFromTo
Oct 12, 2026Wells FargomainOverweightOverweight
Oct 7, 2026MizuhomainOutperformOutperform
Oct 7, 2026BarclaysmainOverweightOverweight
Aug 20, 2026Evercore ISI GroupmainOutperformOutperform
Aug 19, 2026Wells FargomainOverweightOverweight
Aug 11, 2026Keefe, Bruyette & WoodsmainOutperformOutperform

About Equitable Holdings, Inc.

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.

Sector
Financial Services
Industry
Asset Management
Country
United States

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Insider holders

EQH insider holders
InsiderRelationLatest transactionDateShares held
BERNSTEIN SETH PERRYOfficerStock Award(Grant)Aug 9, 202655,969
GONZALEZ JOSE RAMONOfficerStock Award(Grant)Aug 11, 202588,555
HURD JEFFREY JOYChief Operating OfficerSaleAug 16, 202665,019
KAYE DANIEL GDirectorStock Award(Grant)May 19, 202660,086
LAMM-TENNANT JOAN MDirectorStock Award(Grant)May 19, 202654,788
LANE NICKOfficerSaleSep 3, 2026110,007

Institution ownership

EQH institution ownership
Holder% heldSharesValueReported
Blackrock Inc.9.48%25,895,7391.43BJun 29, 2026
NORGES BANK6.71%18,326,6871.01BJun 29, 2026
Price (T.Rowe) Associates Inc6.66%18,186,7981.00BJun 29, 2026
Vanguard Portfolio Management LLC4.92%13,443,991742.11MJun 29, 2026
Vanguard Capital Management LLC4.65%12,703,293701.22MJun 29, 2026
Harris Associates L.P.3.48%9,489,037523.79MJun 29, 2026

Fund ownership

EQH fund ownership
Holder% heldSharesValueReported
iShares Trust-iShares Core S&P Mid-Cap ETF3.29%8,977,023495.53MSep 29, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund3.27%8,936,614493.30MJun 29, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund2.36%6,449,628356.02MJun 29, 2026
T. ROWE PRICE Eqy. INCOME Fd., INC.-T. Rowe Price Eqy. Income Fd.1.87%5,105,000281.80MJun 29, 2026
THORNBURG INVESTMENT TRUST-Thornburg Investment Income Builder Fund1.76%4,814,078265.74MJun 29, 2026
HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund1.69%4,620,967255.08MJun 29, 2026