Want to see EQH full AI Analyst Report?
EQH Stock Chart & Stats
$48.91
$0.56(1.18%)
At close: 4:00 PM EDT
$48.91
$0.56(1.18%)
Day’s Range― - ―
52-Week Range$35.20 - $55.23
Previous CloseN/A
Volume2.74M
Average Volume (3M)2.92M
Market Cap
$14.61B
Enterprise Value$19.13B
Total Cash (Recent Filing)$58.60B
Total Debt (Recent Filing)$3.84B
Price to Earnings (P/E)―
Beta1.24
Next Earnings
Nov 02, 2026EPS Estimate
1.86Next Dividend Ex-DateN/A
Dividend Yield2.13%
Share Statistics
EPS (TTM)-3.27
Shares Outstanding273,035,160
10 Day Avg. Volume2,455,961
30 Day Avg. Volume2,918,921
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 Cap1.31
Enterprise Value/Revenue1.80
Enterprise Value/Gross Profit2.48
Enterprise Value/Ebitda36.92
Forecast
1Y Price Target
$64.17Price Target Upside31.19% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering6
EPS Forecast (FY)7.15
Revenue Forecast (FY)$15.67B
Bulls Say, Bears Say
Bulls Say
Scale And Net FlowsRecord AUMA and positive inflows across all three principal businesses indicate broad client demand and distribution reach. A larger recurring asset and advisory base can support durable fee revenue, improve operating leverage, and strengthen EQH’s competitive position over the next several quarters.
Merger-driven Scale And AccretionThe approved Corebridge combination offers a structural opportunity to expand retirement and insurance scale, broaden distribution, and improve earnings power. Management’s stated accretion and ROE targets provide a measurable framework for evaluating whether integration creates lasting shareholder value.
Cash Generation And CapitalImproved operating and free cash flow, together with substantial holding-company liquidity and strong statutory capital, supports dividends, repurchases, investment, and business needs. This financial capacity gives EQH flexibility to pursue growth and manage obligations despite earnings volatility.
Bears Say
Negative Shareholders’ EquityNegative equity weakens the balance sheet’s loss-absorbing cushion and makes leverage and return metrics harder to interpret. It can increase sensitivity to adverse earnings or investment outcomes, constrain financial flexibility, and reduce resilience during periods of weaker operating performance.
Earnings DeteriorationThe move from solid profitability in 2022–2024 to operating and net losses in 2025 and TTM reduces confidence in near-term earnings stability. Persistent weakness could limit internally funded growth, pressure capital allocation, and make reported results more dependent on market and investment outcomes.
Fee-rate CompressionA lower average fee rate can dilute revenue growth even when assets under management expand, particularly as lower-fee mandates become a larger part of the mix. This may limit operating leverage and require sustained asset growth, flows, or performance fees to offset pressure on monetization.
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 $55.23 in the past 12 months.
What is Equitable Holdings’s market cap?
Equitable Holdings’s market cap is $14.61B.
When is Equitable Holdings’s upcoming earnings report date?
Equitable Holdings’s upcoming earnings report date is Nov 02, 2026 which is in 20 days.
How were Equitable Holdings’s earnings last quarter?
Equitable Holdings 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 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 $0.3 which represents an annual dividend yield of 2.13%. See more information on Equitable Holdings dividends here
What is Equitable Holdings’s EPS estimate?
Equitable Holdings’s EPS estimate is 1.86.
How many shares outstanding does Equitable Holdings have?
Equitable Holdings has 273,035,160 shares outstanding.
What happened to Equitable Holdings’s price movement after its last earnings report?
Equitable Holdings 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?
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:
$64.17 (31.19% Upside)
$64.17 (31.19% Upside)
Blogger Sentiment
Bullish
EQH Sentiment 80%
Sector Average 63%
Sector Average 63%
Hedge Fund Trend
Increased
By 3.1M Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $1.6M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Positive
Last 7 Days ▲ 13.3%
Last 30 Days ▲ 12.4%
Last 30 Days ▲ 12.4%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
13.66%
12-Months-Change
Fundamentals
Return on Equity
845.66%
Trailing 12-Months
Asset Growth
10.86%
Trailing 12-Months
Learn more about TipRanks Smart Score
Company Description
Equitable Holdings
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
$64.17
▲(31.19% Upside)
Technical Analysis
Ameriprise Financial
―
Franklin Resources
―
Invesco
―
Principal Financial
―
Corebridge Financial, Inc.
―
Ownership Overview
0.55% Insiders
31.91% Mutual Funds
0.05% Other Institutional Investors
47.16% Public Companies and
Individual Investors