Equitable Holdings, Inc.
EQH
NYSE·Financial Services·Asset Management·Mkt cap $14.5B
$52.96
▼ -1.08%
P/E
-14.05
Mkt Cap
$14.5B
52-Wk Range
$35.20–$55.15
52-Week Range
$35.20 - $55.15
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 0.5% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
6 reasons
- 160+ year heritage and brand recognition in financial services and insurance
- Diversified revenue streams across retirement, investment management, and insurance reducing cyclical risk
- Strong institutional relationships with educational entities, municipalities, and nonprofit organizations
- Comprehensive product suite enabling cross-selling and customer lifetime value optimization
- Established distribution channels across institutional, retail, and private wealth management
- Deep expertise in tax-advantaged retirement planning and wealth preservation strategies
Bear Case
1 risk
- Average volatility.
Growth
Turning profitable
Aging population increasing demand for retirement planning and income solutions
Value
Attractively priced below Life Insurance peer average
Momentum
Hot
+28.2% over 3m
Quality
Excellent
Solid business
Dividend
Solid
2.15% yield
Smart-money signal
Who's buying EQH right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 3, 2026
AUG 4, 2026
Reported EPS of $1.70 vs $1.65 consensus (+3.0% surprise). Revenue of $1.7B vs $3.8B expected (-56.9%).
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+3.0%
Revenue trend · last 8Q
—
+69%
+108%
-33%
-54%
-8%
+8%
-30%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$3.0B
$3.6B
$3.9B
$2.4B
$1.4B
$3.3B
$4.2B
$1.7B
Margins · last 8Q
Gross
47.4%
Operating
-53.5%
Profit
-12.7%
Wall Street consensus
9 analysts · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
—
Latest: Evercore · Aug 20, 2026
vs Industry
How EQH stacks vs Asset Management
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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