Financials / Asset ManagementUpdated 2026-05-10 22:07 UTC

EQH stock hub

Equitable Holdings, Inc. has a live ticker hub with the latest available market, valuation, profitability, growth, ownership, and risk indicators.

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Fair value midpoint

n/a

Fair value pending

Upside to midpoint

n/a

Based on latest report

Confidence

n/a

Data quality and model convergence

Market cap

12B

NYSE

Market data

Live price

Current market quote for this ticker.

Current price

EQH

In the news

Latest news · EQH

Recent company headlines from major financial publishers.

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Fetching the latest headlines.

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Fetching the latest headlines.

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Fetching the latest headlines.

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector context

Where the current metrics sit

Percentiles come from the backend screener cohort cache for the ticker's country and sector.

Forward P/E5.8

P25 8.8P50 10.4P75 13.1

Trailing P/En/a

P25 10.9P50 14.7P75 36.2

ROE-13.5

P25 4.9P50 10.4P75 15

ROIC-1.5

P25 -1.3P50 6.6P75 12.7

Benchmarks - 1M

S&P 500n/a

Nasdaq Compositen/a

Dow Jones Industrial Averagen/a

Russell 2000n/a

Indicator catalog

All EQH market and fundamental indicators

A searchable catalog of the available market, valuation, profitability, growth, balance-sheet, ownership, and analyst metrics for this ticker.

Available fields

213

Groups with data

Currency

USD

Showing 213 of 213 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Cik	0001333986
Company name	Equitable Holdings, Inc.
Country	United States
Country code	US
Cusip	29452E101
Employees	8,000
Employees Change	-500%
Employees Change Percent	-5.88
Enterprise value	$7.4B
Exchange	NYSE
Financial currency	USD
First seen	2026-05-09
Industry	Asset Management
Isin	US29452E1010
Last refreshed	2026-05-10
Market cap	$12B
Market cap category	Large-Cap
Price	$42.6
Price currency	USD
Rev Per Employee	1,415,500x
Sector	Financials
Sic	6411
Symbol	EQH
Website	https://www.ir.equitableholdings.com/investor-home/default.aspx

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Earnings Yield	-7.37%
EV Sales Forward	0.45x
EV/EBITDA	12.5x
EV/Sales	0.65x
Forward P/E	5.79x
P/B ratio	5.33x
P/S ratio	1.06x
PE Ratio3 Y	14.21x
PE Ratio5 Y	10.62x
PEG ratio	0.4x
PS Forward	0.73x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
EBIT Margin	-2.15%
EBITDA Margin	5.2%
Gross margin	13.19%
Gross Profit	$1.5B
Gross Profit Growth	-69.08%
Gross Profit Growth Q	14.59%
Gross Profit Growth3 Y	-31.16%
Net Income	$-883M
Net Income Growth Q	885.71%
Net Income Growth Quarters	1%
Net Income Growth Years	0%
Pretax Margin	-4.24%
Profit Margin	-7.26%
Profit Per Employee	$-110,375
ROA	-0.05
Roa5y	0.52
ROCE	-0.08
ROE	-13.52
Roe5y	16.29
ROIC	-1.51

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
Cagr1y	-14.36%
Cagr3y	24.12%
Cagr5y	6.63%
Div CAGR3	10.52%
Div CAGR5	9.69%
EPS Growth Q	1,244.3
EPS Growth Quarters	1
EPS Growth Years	0
Revenue Growth	-25.03x
Revenue Growth Q	-7.56x
Revenue Growth Years	0x
Revenue Growth3 Y	-2.84x
Revenue Growth5 Y	29.95x

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Asset Turnover	$0.04
Assets	$310.4B
Cash	$11.5B
Current Assets	$37.1B
Current Liabilities	$665M
Debt	$6.9B
Debt EBITDA	$9.74
Debt Equity	$3.08
Equity	$2.3B
Interest Coverage	-1.03
Liabilities	$308.1B
Long Term Assets	$273.3B
Long Term Liabilities	$307.5B
Net Cash	$4.6B
Net Cash By Market Cap	$38.56
Net Cash Growth	57.91%
Net Debt EBITDA	$-7.84
Net Debt Equity	$-2.05
Tangible Book Value	$-6.1B
Tangible Book Value Per Share	$-21.84
WACC	7.62

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Current ratio	55.74
Net Working Capital	$24.9B
Quick ratio	55.21
Working Capital	$36.4B
Working Capital Turnover	$0.45

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback Yield	8.8%
Dividend Growth	12.5%
Dividend Growth Years	8%
Dividend per share	$1.08
Dividend Years	9
Dividend Yield	2.54%
Ex Div Date	2026-03-04
Last Dividend	$0.27
Payout Frequency	Quarterly

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
1Y total return	-14.35%
200-day SMA	46.41
3Y total return	91.24%
50-day SMA	39.6
50-day SMA vs 200-day SMA	50under200
5Y total return	37.82%
All Time High	56.61
All Time High Change	-24.75%
All Time High Date	2025-06-30
All Time Low	9.89
All Time Low Change	330.74%
All Time Low Date	2020-03-23
ATR	1.5
Beta	1.13
Beta1y	1.44
Beta2y	1.24
Ch YTD	-10.6
High	43.51
High52	56.61
High52 Date	2025-06-30
High52ch	-24.75%
Low	42.51
Low52	35.2
Low52 Date	2026-03-30
Low52ch	21.04%
Ma50ch	7.58%
Price vs 200-day SMA	-8.21%
RSI	57.48
RSI Monthly	47.88
RSI Weekly	47.37
Sharpe ratio	-0.46x
Sortino ratio	-0.45
Total Return	11.34%
Tr YTD	-9.98
Tr1m	12.85%
Tr1w	1.02%
Tr3m	-5.77%

Analyst estimates

Ratings, targets, revisions, and forward estimate fields.

Metric	Value
Analyst Count	11
Analyst Count Top	2
Analyst Price Target Top	$59
Analyst Ratings	Buy
Analyst Ratings Top	Strong Buy
Earnings EPS Estimate	$1.61
Earnings EPS Estimate Growth	23.85
Earnings Revenue Estimate	3,931,673,216x
Earnings Revenue Estimate Growth	-14.08x
Operating Income	$-244M
Operating Income Growth Q	314.4
Operating margin	-2.15
Price target	$58.09
Price Target Change	$36.36
Price Target Change Top	$38.5

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	279,502,629%
Float Percent	99.33%
Shares Insiders	0.59%
Shares Institutions	101.45%
Shares Out	281,400,000
Shares Qo Q	-1.83%
Shares Yo Y	-8.8%
Short Float	0.01%
Short Ratio	0.01
Short Shares	0.01

Other indicators

Additional ticker metrics that do not fit the primary research groupings yet.

Metric	Value
Average Volume	4,022,643x
Bv Per Share	-2.83
Ch1m	12.85
Ch1w	1.02
Ch1y	-16.32
Ch3m	-6.41
Ch3y	77.28
Ch5y	21.68
Ch6m	-5.9
Change	-0.58%
Change From Open	-0.58
Close	42.85
Days Gap	0
Depreciation Amortization	833,250,000
Dollar Volume	105,867,091.8
Earnings Date	2026-05-04
Earnings Time	amc
EBIT	$-244M
EBITDA	$589.3M
EPS	$-3.03
F Score	1
Fiscal Year End	December
Founded	1,859
Income Tax	$-24M
Is Primary Listing	1
Is Spac	No
Last Earnings Date	2026-05-04
Last Report Date	2026-03-31
Last Split Type	Never
Last10k Filing Date	2026-02-25
Ma150	44.33
Ma150ch	-3.89%
Ma20	41.7
Ma20ch	2.16%
Next Earnings Date	2026-08-04
Open	42.85
Optionable	Yes
Payment Date	2026-03-11
Position In Range	9
Price Date	2026-05-08
Price EBITDA	$20.34
Relative Volume	0.62x
Revenue	11,324,000,000x
Tax By Revenue	-0.21x
Tr6m	-4.68%
Us State	New York
Volume	2,485,143
Z Score	0.24

Fast facts

Decision checkpoints

A compact product layer over the same report payload.

Risk gate

n/a

Named kill scenarios are reviewed before any bullish rating can stand.

Moat score

n/a

Business quality stays separate from stock attractiveness.

Forward P/E

n/a

Valuation uses the full report model stack, not a single multiple.

Next action

Research pending

Final action steps are kept in the recommendation tab.

Income

EQH dividend yield, growth & safety

Yield, payout sustainability, and the multi-year growth streak.

Dividend yield

+2.5%

$1.08 annual per share

Payout ratio

n/a

Share of earnings returned as dividends. Below 60% is generally sustainable.

5Y dividend CAGR

+9.7%

8 consecutive years of growth

Total shareholder yield

+11.3%

Next ex-dividend date: 2026-03-04

Performance

EQH stock returns vs the market

Total return (incl. dividends) compared to S&P 500.

Ownership

Who owns EQH?

Insider, institutional, and short-interest positioning.

Institutional ownership

+101.4%

Float: +99.3% of shares outstanding

Insider ownership

+0.6%

Stake held by company insiders. Higher generally signals alignment.

Negative means the company is buying back shares.

Technical

EQH momentum and risk profile

RSI, moving-average stack, beta, and risk-adjusted return.

RSI (14)

57.5

Neutral momentum band

Price vs 200-day MA

-8.2%

50/200-day relationship not available

Beta (5Y)

1.13

Moves roughly with the market

Sharpe ratio

-0.46

Risk-adjusted return — higher is better; >1.0 is solid.

Peers

EQH vs. sector cohort

Currency-neutral comparison: P/E, P/S, ROIC, 5Y revenue CAGR, and 1Y total return. Market-cap column appears only when every peer reports in the same currency.

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
AXP	American Express Company	215.6B	19.7x	3.1x	11.5%	+15.5%	+15.6%	减持
BAC	Bank of America Corporation	364.1B	12.7x	3.3x	—	+6.3%	+28.2%	减持
BK	The Bank of New York Mellon Corporation	89.6B	16.2x	4.3x	—	+6.0%	+58.4%	减持

Questions

About EQH

Hub-level FAQ points readers to the deeper analysis pages.

What is the current EQH stock rating?

Equitable Holdings, Inc. is currently shown with the latest rating in the latest report. The hub links directly to the full analysis surface where the rating, fair-value bridge, risks, and scorecard are documented together.

Where can I read the full EQH analysis?

The full report lives at /stocks/EQH/analysis. The bare ticker page is a product hub that summarizes the latest read and sends readers into the relocated analysis tabs without making the analysis surface depend on the hub.

What fair-value range is used for EQH?

The latest report frames EQH around the latest fair-value range. Treat that range as the entry point, then check the valuation, sensitivity, and bear-case tabs before making an investment decision.

How often is the EQH page updated?

The hub updates with the latest published stock report and live backend market data. The analysis pages remain reachable under /analysis, so a hub rollback does not remove the report reader.