Equitable Holdings/$EQH
1D1W1MYTD1Y5YMAX
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
- ir.equitableholdings.com
EQH Metrics
BasicAdvanced
$14B
-
-$3.44
1.09
$1.14
2.31%
Price and volume
Market cap
$14B
Beta
1.09
52-week high
$55.15
52-week low
$35.20
Average daily volume
2.7M
Dividend rate
$1.14
Financial strength
Current ratio
56.619
Quick ratio
56.332
Long term debt to equity
569.665
Total debt to equity
569.665
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)
1.398
Price to book
-7.67
Price to tangible book (TTM)
-1.98
Price to free cash flow (TTM)
11.735
Free cash flow yield (TTM)
8.52%
Free cash flow per share (TTM)
4.435
Dividend yield (TTM)
2.19%
Forward dividend yield
2.31%
Growth
Revenue change (TTM)
-23.93%
Earnings per share change (TTM)
-367.83%
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
Adjusted non-GAAP operating EPS in Q2 2026 rose 24% year-over-year to $1.75 and beat consensus by 4.8%, demonstrating strong earnings momentum. (Reuters)
Equitable achieved record assets under management and administration of $1.2 trillion in Q2 2026, up 10% year-over-year driven by net inflows across retirement, wealth management, and AllianceBernstein, supporting fee income growth. (Reuters)
Equitable agreed to merge with Corebridge Financial in a $22 billion all-stock deal, creating a combined company with over $1.5 trillion in assets under management and administration and expanded scale across retirement, insurance, and asset management. (Reuters)
Revenue of $1.66 billion in Q2 2026 fell 56.9% short of the $3.85 billion consensus forecast, highlighting volatility and underperformance in the legacy insurance segment. (Reuters)
The company reported a GAAP net loss of $453 million in Q2 2026 due to non-economic hedge impacts, reflecting earnings sensitivity to market fluctuations. (Reuters)
Equitable recorded a full-year GAAP net loss of $1.4 billion in 2025, compared to $1.3 billion net income in 2024, driven by variable annuity losses and reinsurance impacts, raising capital adequacy concerns. (Nasdaq)
Data summarised monthly by Lightyear AI. Last updated on 21 Aug 2026.
EQH Financial Performance
Revenues and expenses
EQH Earnings Performance
Company profitability
Upcoming events
No upcoming events
EQH News
AllArticlesVideos
Funds containing EQH
AllEURUSDGBP
Fund name | Fund size | $EQH weighting |
|---|---|---|
iShares Ageing Population€AGED | €822M | 0.54% |
SPDR S&P 400 US Mid Cap$SPY4 | $6.3B | 0.42% |
SPDR S&P 400 US Mid Cap£SPX4 | £4.7B | 0.42% |
iShares MSCI World Small Cap$WSML | $9B | 0.12% |
iShares MSCI World Small Cap€IUSN | €7.8B | 0.12% |
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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