Want to see EQH full AI Analyst Report?
EQH Stock Chart & Stats
$48.00
$0.56(1.18%)
At close: 4:00 PM EDT
$48.00
$0.56(1.18%)
Day’s Range― - ―
52-Week Range$35.20 - $55.24
Previous CloseN/A
Volume2.74M
Average Volume (3M)3.21M
Market Cap
$13.01B
Enterprise Value$19.13K
Total Cash (Recent Filing)$50.38B
Total Debt (Recent Filing)$6.93B
Price to Earnings (P/E)―
Beta1.23
Next Earnings
Nov 04, 2026EPS Estimate
1.9Next Dividend Ex-DateN/A
Dividend Yield2.39%
Share Statistics
EPS (TTM)-2.81
Shares Outstanding272,958,130
10 Day Avg. Volume2,359,207
30 Day Avg. Volume3,214,852
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 Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$61.50Price Target Upside28.13% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering7
EPS Forecast (FY)7.13
Revenue Forecast (FY)$15.64B
Bulls Say, Bears Say
Bulls Say
Scale Of AUMA And Recurring Fee BaseA $1.2T asset base with 10% YoY growth provides a durable, diversified fee revenue platform across retirement, wealth and asset management. Large AUM sustains recurring management fees, supports cross‑sell, and cushions revenue against single‑product shocks over multiple quarters.
AllianceBernstein Private Markets And Fee DiversificationRapidly scaling private markets (18% YoY to $91B) and record AB AUM strengthen higher‑margin, less liquid fee streams. Expanding alternatives and private allocations helps diversify fees away from public markets and lowers revenue cyclicality over a multi‑year horizon.
Positive Cash Generation And Active Capital ReturnsConsistent operating cash flow and targeted holding‑company cash flow (~$1.8B rising) support shareholder returns and strategic flexibility. Positive FCF despite GAAP losses shows underlying cash resiliency, enabling buybacks, investment in private markets, and merger integration funding.
Bears Say
GAAP Earnings Volatility From HedgingMaterial noneconomic hedge losses create persistent GAAP earnings volatility that complicates capital planning and investor assessment of core profitability. Hedge accounting swings can reduce reported capital, obscure operating trends, and raise regulatory or rating scrutiny over multiple reporting periods.
Thin/negative Equity And Elevated LeverageNegative equity and high leverage materially weaken financial flexibility and amplify downside risk. This constrains capital deployment, raises funding costs, limits shock absorption during market stress, and can complicate the planned merger integration and attainment of target ROE.
Unprofitable Employee Benefits Business Being SoldAn exited, unprofitable business indicates prior strategy or execution missteps and reduces diversification. While disposal may improve near‑term margins, it highlights challenges in scaling new lines profitably and forces management to redeploy capital and focus to core franchises during integration.
Equitable Holdings News
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 $13.01B.
When is Equitable Holdings, Inc.’s upcoming earnings report date?
Equitable Holdings, Inc.’s upcoming earnings report date is Nov 04, 2026 which is in 89 days.
How were Equitable Holdings, Inc.’s earnings last quarter?
Equitable Holdings, Inc. released its earnings results on Aug 04, 2026. The company reported $1.7 earnings per share for the quarter, beating the consensus estimate of $1.648 by $0.052.
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 2.39%. See more information on Equitable Holdings, Inc. dividends here
What is Equitable Holdings, Inc.’s EPS estimate?
Equitable Holdings, Inc.’s EPS estimate is 1.9.
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 $1.7 in its last earnings report, beating expectations of $1.648. Following the earnings report the stock price went up 6.321%.
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
2
3
4
5
6
7
8
9
10
Analyst Consensus
Strong Buy
Average Price Target:
$61.50 (28.13% Upside)
$61.50 (28.13% Upside)
Blogger Sentiment
Bullish
EQH Sentiment 67%
Sector Average ―
Sector Average ―
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 Positive
Last 7 Days ▲ 2.0%
Last 30 Days ▲ 2.4%
Last 30 Days ▲ 2.4%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
-5.41%
12-Months-Change
Fundamentals
Return on Equity
2.39%
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
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call conveyed broad momentum: merger approvals, advanced integration planning, record AUMA ($1.2T, +10% YoY), strong organic flows across Retirement, Wealth and AB, robust EPS growth (~24% YoY / ~25% H1), and active capital returns. Notable negatives include a GAAP net loss driven by hedge impacts, below-plan alternative returns (small portion of assets), a slightly larger corporate loss due to compensation accruals and elevated mortality, and an unprofitable Employee Benefits business being sold. On balance, the positives around deal progress, cash generation, segment growth, and capital returns materially outweigh the contained near-term challenges.View all EQH earnings summariesEQH Stock 12 Month Forecast
Average Price Target
$61.50
▲(28.13% Upside)
Technical Analysis
Aegon
―
American International Group
―
Arch Capital Group
―
Hartford Insurance
―
Principal Financial
―
Ownership Overview
0.60% Insiders
31.92% Mutual Funds
3.56% Other Institutional Investors
44.11% Public Companies and
Individual Investors