Equitable Holdings (EQH)
NYSE:EQH
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EQH Stock Chart & Stats
$41.73
-$0.22(-0.45%)
At close: 4:00 PM EST
$41.73
-$0.22(-0.45%)
Day’s Range― - ―
52-Week Range$35.20 - $56.61
Previous CloseN/A
Volume749.58K
Average Volume (3M)4.32M
Market Cap
$11.99B
Enterprise Value-$115.75B
Total Cash (Recent Filing)$131.58B
Total Debt (Recent Filing)$3.84B
Price to Earnings (P/E)4.2
Beta1.23
Next Earnings
Aug 05, 2026EPS Estimate
1.71Next Dividend Ex-DateN/A
Dividend Yield2.15%
Share Statistics
EPS (TTM)-2.81
Shares Outstanding281,519,380
10 Day Avg. Volume4,495,723
30 Day Avg. Volume4,320,799
Financial Highlights & Ratios
PEG Ratio0.05
Price to Book (P/B)-191.95
Price to Sales (P/S)1.22
P/FCF Ratio20.92
Enterprise Value/Market Cap-9.65
Enterprise Value/Revenue-10.23
Enterprise Value/Gross Profit-16.09
Enterprise Value/Ebitda-609.23
Forecast
1Y Price Target
$58.36Price Target Upside39.86% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering11
EPS Forecast (FY)7.08
Revenue Forecast (FY)$15.77B
Bulls Say, Bears Say
Bulls Say
AUM Growth & Net InflowsSustained AUM expansion and consistent net inflows—especially $2B in wealth advisory—support recurring fee revenue and reduce near-term sensitivity to market swings. Over 2–6 months this underpins fee income, improves margins on scale, and strengthens cross-sell opportunities across retirement, wealth, and asset management.
Positive Cash Generation & LiquidityRecurring positive operating and free cash flow, plus a $1.2B holding‑company liquidity cushion and explicit cash‑generation targets, provide durable capacity for buybacks, debt servicing, and integration spending. This bolsters near‑term financial flexibility despite earnings volatility and supports strategic investments.
Scale & Merger SynergiesThe CoreBridge combination is a structural growth and diversification step: larger AUMA, broader distribution, and material expense synergies boost long‑term earnings power. Scale should improve revenue resilience, increase cross‑sell potential, and materially enhance reported cash generation and capital metrics over coming years.
Bears Say
Elevated Leverage & Weak EquityVery low or negative equity and high debt-to-equity amplify financial risk, constrain capital actions, and increase sensitivity to adverse stress. Over months this limits flexibility for acquisition funding, raises refinancing risk, and could force conservative capital management or equity raises if stress persists.
Profitability Volatility & Recent LossesA swing to net losses undermines earnings quality and slows internal capital build. Persistent volatility in margins reduces confidence in sustaining dividends, buybacks, and merger accretion assumptions, and makes multi‑quarter planning and conservative reserve management more likely over the next several quarters.
AB Outflows & Fee‑pressureLarge active outflows and mix-driven fee compression weaken a key fee income stream. Lower alternatives returns also reduce performance and investment income contributions. If flows and fee rates remain pressured, AB’s revenue and margin profile could undercut expected merger economics and slow AUM-driven recovery.
Equitable Holdings News
EQH FAQ
What was Equitable Holdings’s price range in the past 12 months?
Equitable Holdings lowest stock price was $35.20 and its highest was $56.61 in the past 12 months.
What is Equitable Holdings’s market cap?
Equitable Holdings’s market cap is $11.99B.
When is Equitable Holdings’s upcoming earnings report date?
Equitable Holdings’s upcoming earnings report date is Aug 05, 2026 which is in 85 days.
How were Equitable Holdings’s earnings last quarter?
Equitable Holdings released its earnings results on May 04, 2026. The company reported $1.62 earnings per share for the quarter, beating the consensus estimate of $1.608 by $0.012.
Is Equitable Holdings overvalued?
According to Wall Street analysts Equitable Holdings’s price is currently Undervalued.
Does Equitable Holdings pay dividends?
Equitable Holdings pays a Quarterly dividend of $0.27 which represents an annual dividend yield of 2.15%. See more information on Equitable Holdings dividends here
What is Equitable Holdings’s EPS estimate?
Equitable Holdings’s EPS estimate is 1.71.
How many shares outstanding does Equitable Holdings have?
Equitable Holdings has 281,519,380 shares outstanding.
What happened to Equitable Holdings’s price movement after its last earnings report?
Equitable Holdings reported an EPS of $1.62 in its last earnings report, beating expectations of $1.608. Following the earnings report the stock price went up 6.146%.
Which hedge fund is a major shareholder of Equitable Holdings?
Currently, no hedge funds are holding shares in EQH
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Equitable Holdings Stock Smart Score
Neutral
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Analyst Consensus
Strong Buy
Average Price Target:
$58.36 (39.86% Upside)
$58.36 (39.86% Upside)
Blogger Sentiment
Bullish
EQH Sentiment 100%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Increased
By 2.5M Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $775.9K over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Positive
Last 7 Days ▲ 1.6%
Last 30 Days ▲ 4.4%
Last 30 Days ▲ 4.4%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-8.86%
12-Months-Change
Fundamentals
Return on Equity
-219.79%
Trailing 12-Months
Asset Growth
8.44%
Trailing 12-Months
Company Description
Equitable Holdings
Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through four segments: Individual Retirement, Group Retirement, Investment Management and Research, and Protection Solutions. The Individual Retirement segment offers a suite of variable annuity products primarily to affluent and high net worth individuals. The Group Retirement segment 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. The Investment Management and Research segment offers diversified investment management, research, and related solutions to various clients through institutional, retail, and private wealth management channels; and distributes its institutional research products and solutions. The Protection Solutions segment provides various variable universal life, indexed universal life, and term life products to help affluent and high net worth individuals, as well as small and medium-sized business owners; and a suite of life, short- and long-term disability, dental, and vision insurance products to small and medium-size businesses. 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.
EQH Company Deck
EQH Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call conveyed a broadly positive outlook: strong sequential and year-over-year earnings growth (25% EPS growth), rising AUM (9% YoY to $1.1T), solid net inflows and Wealth advisory momentum, a robust balance sheet (RBC ~475%, $1.2B holding liquidity), and a compelling strategic rationale for the CoreBridge merger with projected expense synergies (~$500M) and 10%+ EPS accretion by 2028. Key headwinds include meaningful AB net outflows ($7.1B in Q1), alternatives returns materially below prior guidance (forcing a downward revision on full-year alt returns), fee-rate pressure from mix shifts, and typical execution and accounting uncertainties tied to the merger (PGAAP impacts). On balance, the positives (organic growth, profitability, capital return plans, balance-sheet strength, and merger upside) outweigh the negatives (flows and alternatives performance), supporting a confident but execution-dependent outlook.View all EQH earnings summariesEQH Stock 12 Month Forecast
Average Price Target
$58.36
▲(39.86% Upside)
Technical Analysis
Aegon
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American International Group
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Arch Capital Group
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Hartford Insurance
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Principal Financial
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Ownership Overview
0.59% Insiders
32.26% Mutual Funds
8.07% Other Institutional Investors
38.38% Public Companies and
Individual Investors