Equitable Holdings (EQH)
NYSE:EQH
EQH Stock Chart & Stats
$37.79
-$0.22(-0.45%)
At close: 4:00 PM EST
$37.79
-$0.22(-0.45%)
Day’s Range― - ―
52-Week Range$35.20 - $56.61
Previous CloseN/A
Volume749.58K
Average Volume (3M)4.23M
Market Cap
$10.59B
Enterprise Value$4.73B
Total Cash (Recent Filing)$52.73B
Total Debt (Recent Filing)$6.56B
Price to Earnings (P/E)15.8
Beta1.18
Next Earnings
May 05, 2026EPS Estimate
1.67Next Dividend Ex-DateN/A
Dividend Yield2.15%
Share Statistics
EPS (TTM)1.73
Shares Outstanding280,347,840
10 Day Avg. Volume5,628,263
30 Day Avg. Volume4,231,575
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 Cap0.45
Enterprise Value/Revenue0.43
Enterprise Value/Gross Profit0.73
Enterprise Value/Ebitda-14.93
Forecast
1Y Price Target
$58.57Price Target Upside54.99% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering8
EPS Forecast (FY)7.48
Revenue Forecast (FY)$16.42B
Bulls Say, Bears Say
Bulls Say
Scale-creating Merger With CorebridgeThe March 2026 all‑stock merger with Corebridge is a structural change that materially increases scale, diversifies revenue across retirement, life, wealth and asset management, and targets >$500M run‑rate synergies. Larger scale and balanced mix improve fee resilience and funding flexibility over the medium term.
Record AUM And Durable Net InflowsRecord AUM ($1.1T) and persistent net inflows in Retirement (+$5.9B) and Wealth (+$8.4B) provide a durable fee base and recurring revenue. Sustainable organic flows underpin management fee stability and lower revenue cyclicality versus pure insurance spread reliance, supporting medium‑term margin predictability.
Improved Cash Generation And Capital DeriskingRecent uplift in operating and free cash flow, plus guidance to $1.8B (and path to $2.0B), signals stronger ability to fund buybacks, investment and capital buffers. Coupled with RGA reinsurance freeing capital, this enhances financial flexibility and the capacity to execute strategic initiatives over the next 2–3 years.
Bears Say
Balance-sheet Deterioration To Near-negative EquityThe shift to slightly negative equity in 2025 materially increases leverage ratios and constrains capital flexibility for an insurance holding company. Elevated leverage raises regulatory and ratings sensitivity, limits capacity for inorganic growth or aggressive buybacks, and increases the chance of capital actions in adverse scenarios.
Corporate & Other Losses And Mortality VolatilityRecurring Corporate & Other losses and elevated mortality in 2025 introduce persistent earnings volatility and reduce GAAP profitability. Such volatility complicates consistent EPS progression, can increase capital strain through reserve recognition, and forces reliance on cash generation and one‑time capital actions to smooth returns.
AllianceBernstein Net Outflows Pressure FeesSignificant AB net outflows reduce management fees and make fee revenue more sensitive to performance and market sentiment. Persisting outflows would pressure margins, limit performance fee upside and require stronger investment performance or distribution efforts to restore steady fee growth over the medium term.
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 $10.59B.
When is Equitable Holdings’s upcoming earnings report date?
Equitable Holdings’s upcoming earnings report date is May 05, 2026 which is in 30 days.
How were Equitable Holdings’s earnings last quarter?
Equitable Holdings released its earnings results on Feb 04, 2026. The company reported $1.73 earnings per share for the quarter, missing the consensus estimate of $1.747 by -$0.017.
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 1.67.
How many shares outstanding does Equitable Holdings have?
Equitable Holdings has 280,347,840 shares outstanding.
What happened to Equitable Holdings’s price movement after its last earnings report?
Equitable Holdings reported an EPS of $1.73 in its last earnings report, missing expectations of $1.747. Following the earnings report the stock price went down -3.126%.
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
Outperform
1
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3
4
5
6
7
8
9
10
Analyst Consensus
Strong Buy
Average Price Target:
$58.57 (54.99% Upside)
$58.57 (54.99% 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 $2.0M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Positive
Last 7 Days ▲ 5.8%
Last 30 Days ▲ 19.6%
Last 30 Days ▲ 19.6%
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-29.57%
12-Months-Change
Fundamentals
Return on Equity
-152.32%
Trailing 12-Months
Asset Growth
8.47%
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
Q4 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presented meaningful commercial momentum: record AUM (+10%), strong organic inflows in Wealth (+13%) and Retirement (+4%), substantial private markets growth at AB (+18%), improved capital flexibility (RGA deal freed $2B and cut mortality exposure 75%), and solid cash generation with a path to $2.0B by 2027. However, 2025 was also impacted by elevated mortality, AB net outflows, a Corporate & Other loss and modest spread compression that restrained EPS growth versus targets. Management provided constructive 2026 guidance (cash ~$1.8B, EPS growth expected to accelerate and exceed 12%–15% target range) and multiple remediation levers (expense saves, buybacks, less mortality volatility). Overall the call balances clear progress and optimistic guidance against tangible near-term headwinds and execution risks.View all EQH earnings summariesEQH Stock 12 Month Forecast
Average Price Target
$58.57
▲(54.99% 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
0.60% Insiders
33.01% Mutual Funds
21.17% Other Institutional Investors
23.68% Public Companies and
Individual Investors