Menu
Live
Market Overview
Live indices, gainers & losers
Market Pulse
AI-curated live updates
Market Movers
Top gainers & losers by cap
Market Signals
Value, momentum & analyst signals
Smart Money
Insider & congress trades
Hedge Funds
What 63 elite funds bought & sold
52-Week Highs
Stocks breaking out to new highs
52-Week Lows
Beaten-down stocks near support
High Beta
Stocks that move more than the market
Earnings Calendar
Upcoming earnings dates
Daily
Research
Invest
LIVE
Equitable Holdings, Inc.
EQH
NYSE·Financial Services·Insurance - Diversified·Mkt cap $12.0B
$45.61
▲ +3.54%
View full research view
Our plain-language verdict, the thesis, risk factors, and what is changing about the business.
View research view52-Week Range
$35.20 - $56.42
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 21.1% 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
Undervalued - trading well below Life Insurance peers
Momentum
Strong
+16.6% over 3m
Quality
Excellent
Strong fundamentals
Dividend
Solid
2.52% 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
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Apr 27, 2026
MAY 4, 2026
Reported EPS of $1.62 vs $1.60 consensus (+1.3% surprise). Revenue of $4.2B vs $3.9B expected (+7.1%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Q2 26
+1.3%
Next: Apr 27, 2026
Revenue trend · last 8Q
—
—
+69%
+108%
-33%
-54%
-8%
+8%
Q2 24
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
$3.4B
$3.0B
$3.6B
$3.9B
$2.4B
$1.4B
$3.3B
$4.2B
Margins · last 8Q
Gross
—
Operating
—
Profit
14.7%
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
$58.00
▲ +27.2% vs $45.61
Latest: UBS · Jun 11, 2026
6 analysts covering