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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 - $55.24
Previous CloseN/A
Volume749.58K
Average Volume (3M)4.58M
Market Cap
$12.48B
Enterprise Value$9.83B
Total Cash (Recent Filing)$50.38B
Total Debt (Recent Filing)$6.93B
Price to Earnings (P/E)―
Beta1.24
Next Earnings
Aug 04, 2026EPS Estimate
1.67Next Dividend Ex-DateN/A
Dividend Yield2.15%
Share Statistics
EPS (TTM)-2.81
Shares Outstanding272,958,130
10 Day Avg. Volume3,092,754
30 Day Avg. Volume4,577,345
Financial Highlights & Ratios
PEG Ratio0.04
Price to Book (P/B)-191.95
Price to Sales (P/S)1.22
P/FCF Ratio20.92
Enterprise Value/Market Cap0.79
Enterprise Value/Revenue0.87
Enterprise Value/Gross Profit1.37
Enterprise Value/Ebitda15.51
Forecast
1Y Price Target
$60.10Price Target Upside44.02% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering10
EPS Forecast (FY)7.09
Revenue Forecast (FY)$15.58B
Bulls Say, Bears Say
Bulls Say
Diversified Fee And Insurance FranchiseEquitable combines retirement/insurance economics with a global asset-management fee business, creating diversified, recurring revenue streams. This mix cushions earnings across market cycles: insurance yields and contract fees plus AUM-based fees support durable cash generation and distribution reach over multiple years.
Strong Cash Generation And Capital DisciplineManagement targets meaningful holding-company cash generation and already returned capital via buybacks/dividends, showing operational cash conversion and disciplined allocation. Persistent free cash flow, even amid earnings swings, provides flexibility for buybacks, dividends, deleveraging, or funding merger-related investments over the medium term.
Merger Scale And Synergy PotentialPlanned CoreBridge combination raises scale materially, increasing AUM/AUA, client reach and cost efficiency. Projected $500M of expense synergies and mid‑teens ROE targets imply sustainable earnings power improvement and structural competitiveness if integration executes as planned.
Bears Say
Weak Profitability And Earnings VolatilityA swing to net losses and volatile revenue undermines earnings quality and the company’s ability to build surplus capital organically. Persistent earnings volatility reduces predictability of dividends and buybacks, and raises execution risk on growth initiatives that depend on internal cash generation.
Elevated Leverage And Weakened Capital PositionThin or negative reported equity and high leverage amplify downside risk for an insurer, constraining strategic flexibility. Capital strain can force more conservative underwriting, limit M&A or buybacks, and increase sensitivity to adverse market or actuarial shocks despite reported pro forma RBC metrics.
Asset-management Flow Volatility & Weak Alternatives ReturnsMaterial net outflows at AllianceBernstein reduce fee-bearing AUM and recurring fee income, while sharply lower alternatives returns compress investment spread and general-account income. Together these trends increase revenue cyclicality and make fee growth and margin recovery more execution-dependent.
EQH FAQ
What was Equitable Holdings, Inc.’s price range in the past 12 months?
Equitable Holdings, Inc. lowest stock price was $35.20 and its highest was $55.24 in the past 12 months.
What is Equitable Holdings, Inc.’s market cap?
Equitable Holdings, Inc.’s market cap is $12.48B.
When is Equitable Holdings, Inc.’s upcoming earnings report date?
Equitable Holdings, Inc.’s upcoming earnings report date is Aug 04, 2026 which is in 24 days.
How were Equitable Holdings, Inc.’s earnings last quarter?
Equitable Holdings, Inc. 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, Inc. overvalued?
According to Wall Street analysts Equitable Holdings, Inc.’s price is currently Undervalued.
Does Equitable Holdings, Inc. pay dividends?
Equitable Holdings, Inc. pays a Quarterly dividend of $0.3 which represents an annual dividend yield of 2.15%. See more information on Equitable Holdings, Inc. dividends here
What is Equitable Holdings, Inc.’s EPS estimate?
Equitable Holdings, Inc.’s EPS estimate is 1.67.
How many shares outstanding does Equitable Holdings, Inc. have?
Equitable Holdings, Inc. has 272,958,130 shares outstanding.
What happened to Equitable Holdings, Inc.’s price movement after its last earnings report?
Equitable Holdings, Inc. 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 6.147%.
Which hedge fund is a major shareholder of Equitable Holdings, Inc.?
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:
$60.10 (44.02% Upside)
$60.10 (44.02% Upside)
Blogger Sentiment
Bullish
EQH Sentiment 70%
Sector Average 67%
Sector Average 67%
Hedge Fund Trend
Increased
By 2.5M Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $670.9K over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Negative
Last 7 Days ▼ 4.0%
Last 30 Days ▼ 7.0%
Last 30 Days ▼ 7.0%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
-9.93%
12-Months-Change
Fundamentals
Return on Equity
-219.79%
Trailing 12-Months
Asset Growth
8.44%
Trailing 12-Months
Company Description
Equitable Holdings, Inc.
Equitable Holdings, Inc. operates as a global, diversified financial services enterprise, delivering its offerings through four primary divisions. The Individual Retirement segment focuses on providing variable annuity products predominantly to high-net-worth individuals. Its Group Retirement segment supplies tax-advantaged investment and retirement plans to a variety of organizations, including educational institutions, municipalities, non-profit entities, and small to mid-sized businesses. Through its Investment Management and Research division, the company offers a broad spectrum of investment management, research, and related services to institutional, retail, and private wealth clients, additionally distributing its specialized research offerings. The Protection Solutions segment delivers a range of life insurance products—such as variable universal, indexed universal, and term life—to affluent individuals and owners of small and medium-sized businesses. This segment also extends group insurance coverage, encompassing life, short- and long-term disability, dental, and vision benefits, to small and medium-sized enterprises. Founded in 1859 and based in New York, New York, the company adopted its current name, Equitable Holdings, Inc., in January 2020, having previously been known as AXA Equitable Holdings, Inc.
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
All Analysts
Top Analysts
Average Price Target
$60.10
▲(44.02% Upside)
Technical Analysis
1 Day
3 Days
1 Week
1 Month
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
31.92% Mutual Funds
0.19% Other Institutional Investors
47.36% Public Companies and
Individual Investors











