Equitable Holdings/$EQH
1D1W1M3M6MYTD1Y5YMAX
Capital at risk
About Equitable Holdings
Equitable Holdings Inc is a financial services company providing retirement, asset management, and wealth management solutions for individual and institutional clients, operating through three segments. The Retirement segment generates the majority of revenue and offers annuities, retirement savings plans, institutional savings products, and includes the spread lending business. The Asset Management segment provides diversified investment management and related services globally through Institutional, Retail, and Private Wealth channels and reflects the business of AB. The Wealth Management segment offers advisory accounts, financial planning and advice, life insurance, and annuity products. Revenues are earned predominantly from fee income, income from investments, and insurance premiums.
- Ticker
- $EQH
- Sector
- Finance
- Primary listing
- NYSE
- Employees
- 8,000
- Headquarters
- New York, United States
- Website
- equitableholdings.com
EQH Metrics
BasicAdvanced
$15B
-
-$3.44
1.09
$1.14
2.23%
Price and volume
Market cap
$15B
Beta
1.09
52-week high
$55.67
52-week low
$35.20
Average daily volume
2.6M
Dividend rate
$1.14
Financial strength
Current ratio
56.619
Quick ratio
1.713
Long term debt to equity
5.697
Total debt to equity
5.697
Interest coverage (TTM)
-1.64%
Profitability
EBITDA (TTM)
488
Gross margin (TTM)
12.77%
Net profit margin (TTM)
-8.72%
Operating margin (TTM)
-3.57%
Effective tax rate (TTM)
13.77%
Revenue per employee (TTM)
$1,330,000
Management effectiveness
Return on assets (TTM)
-0.07%
Return on equity (TTM)
-25.13%
Valuation
Price to revenue (TTM)
1.446
Price to book
-7.94
Price to tangible book (TTM)
-2.05
Price to free cash flow (TTM)
12.143
Free cash flow yield (TTM)
8.24%
Free cash flow per share (TTM)
4.435
Dividend yield (TTM)
2.12%
Forward dividend yield
2.23%
Growth
Revenue change (TTM)
-22.45%
Earnings per share change (TTM)
-349.52%
3-year revenue growth (CAGR)
2.93%
3-year earnings per share growth (CAGR)
-5.85%
3-year dividend per share growth (CAGR)
10.72%
What the Analysts think about EQH
Analyst ratings (Buy, Hold, Sell) for Equitable Holdings stock.
Analyst projections of the future price of Equitable Holdings stock.
Bulls say / Bears say
Second-quarter operating earnings per share rose 24% year on year, while all three businesses recorded net inflows and assets under management and administration reached a record $1.2 trillion. That points to broad-based business momentum, although favourable markets also helped lift assets. (Equitable Holdings)
Shareholders have approved the Corebridge merger, moving the combination closer to its expected year-end close. Equitable says the deal should be immediately accretive and deliver more than 10% run-rate earnings-per-share accretion by the end of 2028, if it can realise those benefits. (Equitable Holdings, Equitable Holdings)
Equitable returned $449 million to shareholders in the second quarter and reported a 70% payout ratio for the first half, in line with its 60–70% full-year target. Continued dividends and buybacks could support shareholder returns if cash generation holds up. (Equitable Holdings)
Despite 24% growth in adjusted operating earnings per share, Equitable reported a $453 million GAAP net loss in the second quarter. The gap highlights how reported results can be volatile and harder to assess than the operating figures suggest. (Equitable Holdings, U.S. Securities and Exchange Commission)
The Corebridge deal still needs regulatory approvals and other closing conditions, and the expected earnings uplift depends on successful integration and delivery of planned benefits. Delays or weaker-than-expected synergies could defer the promised accretion. (U.S. Securities and Exchange Commission)
Alternative investment returns were below plan in the second quarter, while AllianceBernstein's average base-fee rate edged lower as its asset mix shifted. If those pressures persist, they could restrain earnings even as overall assets grow. (FactorsToday, The Motley Fool)
Data summarised monthly by Lightyear AI. Last updated on 14 Oct 2026.
EQH Financial Performance
Revenues and expenses
EQH Earnings Performance
Company profitability
Upcoming events
No upcoming events
EQH News
AllArticlesVideos
Equitable Holdings Schedules Announcement of Third Quarter 2026 Results
Business Wire1 month ago
Equitable Highlights Growth, Corebridge Merger Plans at Annual Meeting
MarketBeat1 month ago
Corebridge Financial and Equitable Holdings to Participate in the 2026 KBW Insurance Conference
Business Wire2 months ago
Funds containing EQH
AllUSDEURGBP
Fund name | Fund size | $EQH weighting |
|---|---|---|
iShares Ageing Population$AGED | $953M | 0.64% |
iShares Ageing Population€AGED | $903M | 0.64% |
iShares Ageing Population£AGES | $953M | 0.64% |
SPDR S&P 400 US Mid Cap$SPY4 | $6.4B | 0.40% |
SPDR S&P 400 US Mid Cap£SPX4 | $6.4B | 0.40% |
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
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