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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)4.46M
Market Cap
$12.83B
Enterprise Value$9.83B
Total Cash (Recent Filing)$50.38B
Total Debt (Recent Filing)$6.93B
Price to Earnings (P/E)―
Beta1.25
Next Earnings
Aug 04, 2026EPS Estimate
1.66Next Dividend Ex-DateN/A
Dividend Yield2.15%
Share Statistics
EPS (TTM)-2.81
Shares Outstanding272,958,130
10 Day Avg. Volume2,326,496
30 Day Avg. Volume4,458,356
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 Cap0.77
Enterprise Value/Revenue0.87
Enterprise Value/Gross Profit1.37
Enterprise Value/Ebitda15.51
Forecast
1Y Price Target
$59.67Price Target Upside42.98% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering10
EPS Forecast (FY)7.09
Revenue Forecast (FY)$15.58B
Bulls Say, Bears Say
Bulls Say
Scale & AUM BaseA $1.1T AUM/AUA base provides durable fee revenue and distribution advantages. Scale supports cross‑sell, institutional pipeline conversion, and sticky advisory fees, cushioning earnings versus smaller peers as market cycles ebb and flow over the next 2–6 months.
CoreBridge Merger Scale & SynergiesThe CoreBridge transaction is a structural catalyst: pro forma scale, targeted $500M expense synergies and run‑rate EPS accretion create lasting operating leverage. If executed, the merger meaningfully improves competitive positioning, revenue opportunities and projected ROE over a multiyear horizon.
Cash Generation & Capital FlexibilityPositive free cash flow and explicit cash targets underpin durable capital management: support for buybacks, dividends and integration funding. Holding liquidity above policy gives flexibility to execute the merger and service obligations without immediate capital raises.
Bears Say
Thin/Negative Equity & Elevated LeverageNegative/very thin book equity and high leverage reduce capital resilience and strategic optionality. This structural weakness can constrain underwriting capacity, increase regulatory scrutiny and raise financing costs, limiting flexibility during downturns or integration stresses.
AllianceBernstein Net OutflowsMaterial net outflows at AB directly erode the fee base that drives recurring revenue. Persistent flow volatility can depress management fees, magnify margin pressure, and force greater reliance on cost cuts or M&A to sustain growth expectations over the medium term.
Alternatives Performance ShortfallWeaker alternatives returns reduce investment income and general account yields that support annuity spreads and earnings. Since private markets are a strategic growth area, sustained lower returns would impair projected cash generation and the merger's revenue/synergy calculus over coming quarters.
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 $12.83B.
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 21 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 1.66.
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
Neutral
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5
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7
8
9
10
Analyst Consensus
Strong Buy
Average Price Target:
$59.67 (42.98% Upside)
$59.67 (42.98% 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 ▼ 3.9%
Last 30 Days ▼ 6.9%
Last 30 Days ▼ 6.9%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
-10.31%
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 Stock 12 Month Forecast
Average Price Target
$59.67
▲(42.98% Upside)
Technical Analysis
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
0.25% Other Institutional Investors
47.50% Public Companies and
Individual Investors