Equitable Holdings, Inc. EQH R3KFINANCIAL
Company Overview
Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through six segments: Individual Retirement, Group Retirement, Asset Management, Protection Solutions, Wealth Management, and Legacy. The Individual Retirement variable annuity products, including structured capital strategies, retirement cornerstone, and investment edge primarily to affluent and high net worth individuals. The Group Retirement provides tax-deferred investment and retirement services or products to plans sponsored by educational entities, municipalities, and not-for-profit entities, as well as small and medium-sized businesses. It offers guaranteed and structured investment option, and personal income benefit variable annuity products and open architecture mutual fund platform. The Asset Management segment offers investment management and related services to various clients through institutions, retail, and private wealth management. The Protection Solutions segment provides life insurance products, such as VUL and COLI insurance, IUL insurance, and term life; and employee benefits business which includes group life, supplemental life, dental, vision, short-term disability, long-term disability, critical illness, accident and hospital indemnity insurance products to small and medium-sized businesses. The Wealth Management segment offers discretionary and non-discretionary investment advisory accounts, financial planning and advice, life insurance, and annuity products. The Legacy segment consists of the capital intensive fixed-rate GMxB business that includes ROP death benefits. The company was formerly known as AXA Equitable Holdings, Inc. and changed its name to Equitable Holdings, Inc. in January 2020. Equitable Holdings, Inc. was founded in 1859 and is based in New York, New York.
Why Investors Should Care
Offers a dividend yield of 2.19%.
Recent Developments
- Dec 2025 Revenue of $11.66B (-6.1% YoY); net profit $-1.38B.
- Trailing 12 Months Year-on-year growth — revenue -29.8%, earnings -207.8%.
- 5-Year Trend Long-term compounding — revenue CAGR -0.1%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | -0.09% |
| 1 Year: | -29.80% |
Compounded Profit Growth
| 5 Years: | - |
| 1 Year: | -207.81% |
Stock Price Performance
| 1 Year: | -2.15% |
| 6 Months: | +33.75% |
| 3 Months: | +26.74% |
| 1 Month: | +1.01% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMAAbove
- Price vs 200-DMAAbove
- RSI (14)57.94 · Neutral
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- In a confirmed uptrend (50-DMA above 200-DMA).
CONS
- Revenue declined at -0.1% CAGR over 5 years.
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Financial Services).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | EQH Equitable Holdings, Inc. R3KFINANCIAL | 52.04 | -15.82 | $14.19B | 2.19% | - | -25.13% | -0.09% | - |
| 2 | JPM JPMorgan Chase & Co. SPXR3KFINANCIAL | 353.51 | 15.15 | $939.70B | 1.72% | - | 17.79% | 12.50% | 14.83% |
| 3 | BRK-B Berkshire Hathaway Inc. SPXFINANCIAL | 505.83 | 12.72 | $712.23B | 0.00% | - | 12.12% | 4.18% | 9.44% |
| 4 | V Visa Inc. SPXR3KFINANCIAL | 368.64 | 31.35 | $628.20B | 0.72% | 37.15% | 61.19% | 14.33% | 13.04% |
| 5 | MA Mastercard Incorporated SPXR3KFINANCIAL | 570.89 | 31.44 | $496.37B | 0.62% | 60.19% | - | 12.29% | 19.21% |
| 6 | BAC Bank of America Corporation SPXR3KFINANCIAL | 62.39 | 14.41 | $436.28B | 2.04% | - | 11.20% | 3.14% | 4.27% |
| 7 | BRK-A Berkshire Hathaway Inc. FINANCIAL | 757,791.00 | 12.71 | $370.14B | 0.00% | - | 12.12% | 7.60% | 10.02% |
| 8 | HSBC HSBC Holdings plc FINANCIAL | 106.26 | 15.18 | $363.70B | 3.65% | - | 13.10% | 9.75% | 12.72% |
| 9 | MS Morgan Stanley SPXR3KFINANCIAL | 216.24 | 17.48 | $339.62B | 2.26% | - | 17.97% | 3.76% | 9.66% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Mar 2017 | Jun 2017 | Sep 2017 | Dec 2017 | Mar 2018 | Jun 2018 | Sep 2018 | Dec 2018 | Mar 2019 | Jun 2019 | Sep 2019 | Dec 2019 | Mar 2020 | Jun 2020 | Sep 2020 | Mar 2021 | Jun 2021 | Sep 2021 | Mar 2022 | Jun 2022 | Sep 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 2.84B | 3.89B | 2.81B | 2.92B | 2.87B | 2.97B | 1.08B | 5.16B | 1.71B | 3.16B | 3.08B | 1.69B | 12.61B | -2.55B | 1.84B | 1.15B | 2.95B | 3.62B | 3.15B | 4.69B | 2.99B | 2.36B | 2.36B | 3.63B | 2.23B | 3.51B | 3.07B | 4.58B | 2.36B | 1.45B | 3.28B | 4.23B | 1.66B |
| Cost of Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Gross Profit | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Operating Expenses | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Operating Income | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 229.00M | -302.00M | -1.29B | 391.00M | 949.00M | - |
| EBITDA | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Interest Expense | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 55.00M | 61.00M | 61.00M | 47.00M | 62.00M | - |
| Pretax Income | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 174.00M | -363.00M | -1.35B | 344.00M | 887.00M | - |
| Tax Provision | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 24.00M | -80.00M | -133.00M | 33.00M | 156.00M | - |
| Net Income | -277.00M | 618.00M | 10.00M | 483.00M | 214.00M | 164.00M | -496.00M | 1.94B | -805.00M | 361.00M | -374.00M | -937.00M | 5.39B | -4.02B | -779.00M | -1.49B | 123.00M | 672.00M | 530.00M | 967.00M | 594.00M | 177.00M | 760.00M | 1.05B | 92.00M | 428.00M | -132.00M | 63.00M | -349.00M | -1.31B | 215.00M | 621.00M | -453.00M |
| Diluted EPS | -0.50 | 1.10 | 0.02 | 0.86 | 0.38 | 0.29 | -0.89 | 3.57 | -1.55 | 0.73 | -0.76 | -1.97 | 11.60 | -8.94 | -1.77 | -3.46 | 0.23 | 1.59 | 1.32 | 2.47 | 1.54 | 0.45 | 2.06 | 2.97 | 0.23 | 1.23 | -0.46 | 0.16 | -1.21 | -4.47 | 0.70 | 2.14 | -1.68 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 11.76B | 12.46B | 12.07B | 9.62B | 12.41B | 7.61B | 12.64B | 10.46B | 12.43B | 11.66B |
| Net Income | 1.25B | 834.00M | 1.85B | -1.76B | -648.00M | 1.75B | 2.15B | 1.28B | 1.28B | -1.38B |
| Diluted EPS | 2.24 | 1.49 | 3.33 | -3.57 | -1.56 | 3.98 | 5.46 | 3.42 | 3.69 | -4.83 |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | - | - | 235.62B | 220.80B | 249.82B | 275.40B | 292.26B | 252.70B | 276.69B | 295.73B | 317.99B |
| Total Equity | - | 14.55B | 13.42B | 13.87B | 13.46B | 15.58B | 11.52B | 1.40B | 2.64B | 1.56B | -74.00M |
| Cash & Equivalents | 6.56B | 5.65B | 4.81B | 4.47B | 4.41B | 6.18B | 5.19B | 4.28B | 8.24B | 6.96B | 12.46B |
| Long Term Debt | - | - | - | - | - | - | 3.84B | 3.32B | 3.82B | 3.83B | 3.83B |
| Total Liabilities | - | - | 218.47B | 205.18B | 234.41B | 258.08B | 278.70B | 249.11B | 271.55B | 292.18B | 316.20B |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | -236.00M | -243.00M | 61.00M | -216.00M | -61.00M | -193.00M | -250.00M | -208.00M | 2.01B | 714.00M |
| Investing Cash Flow | -5.77B | -9.69B | -2.05B | -8.50B | -7.82B | -12.69B | -7.49B | -4.85B | -15.86B | -10.97B |
| Financing Cash Flow | 5.11B | 9.07B | 1.66B | 8.71B | 9.67B | 11.95B | 7.04B | 9.00B | 12.44B | 15.72B |
| Share Buybacks | 0 | 0 | 648.00M | 1.35B | 430.00M | 1.64B | 849.00M | 919.00M | 1.01B | 1.45B |
| Dividends Paid | 0 | 0 | 157.00M | 285.00M | - | - | - | - | - | - |
Ratios (Annual)
Figures in %.
| Metric | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin % | - | - | - | - | - | - | - | - | - | - |
| Operating Margin % | - | - | - | - | - | - | - | - | - | - |
| Net Margin % | 10.7% | 6.7% | 15.4% | -18.3% | -5.2% | 23.0% | 17.0% | 12.3% | 10.3% | -11.8% |
| ROE % | 8.6% | 6.2% | 13.4% | -13.1% | -4.2% | 15.2% | 153.7% | 48.7% | 81.8% | 1,864.9% |
| ROCE % | - | - | - | - | - | - | - | - | - | - |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Blackrock Inc. | 9.48% | 25.90M | $1.40B |
| 2 | NORGES BANK | 6.71% | 18.33M | $988.72M |
| 3 | Price (T.Rowe) Associates Inc | 6.66% | 18.19M | $981.18M |
| 4 | Vanguard Portfolio Management LLC | 4.92% | 13.44M | $725.30M |
| 5 | Vanguard Capital Management LLC | 4.65% | 12.70M | $685.34M |
| 6 | Harris Associates L.P. | 3.48% | 9.49M | $511.93M |
| 7 | State Street Corporation | 3.44% | 9.39M | $506.50M |
| 8 | Canada Pension Plan Investment Board | 3.34% | 9.11M | $491.27M |
| 9 | Wellington Management Group, LLP | 3.22% | 8.78M | $473.95M |
| 10 | Capital International Investors | 3.08% | 8.42M | $453.99M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for EQH
Equitable Holdings (NYSE: EQH) president sells nearly 15,000 shares—see what he still holds - Stock Titan
<a href="https://news.google.com/rss/articles/CBMitgFBVV95cUxOckoyMlhDUDVLSEJvb1hwbUFsa3J6RlpvMmxNZ0o4R09fSm1RVTNWYlFvTFNHN0dKNXVmRmx3QnhlY2dOazJlUUtSVFZCYjV6Z2JvY25RS185M21MNjd5Y1FRcWRWQWpQLVYyZXZ0SlppOTdkdzAxRTdlM1BCd292b0p5V1B4NmJqSzhhX2…
Equitable (NYSE:EQH) Insider Nick Lane Sells 14,923 Shares - marketbeat.com
<a href="https://news.google.com/rss/articles/CBMiuAFBVV95cUxNVzBUQVJYVE1zb1BYLVhkTkRmQXp5TWlndUVjNGVyOWdsVDROQlFOdHJYUnp5TEtCQTJOWHpvTjlSc0gyMWFLMXg2V3VpanpCekJmdjRPYXlLWmlnTlJ3cTFHX0lGMVl3TVo4eWk3QVRXSW5tNTRUT1VSZkt1MzFVc2xRSTJ4U2NkZEh3Wn…
Why Did Equitable Holdings (EQH) Shares Climb Today? - finance.yahoo.com
<a href="https://news.google.com/rss/articles/CBMimwFBVV95cUxNMm9oQVVON2tWX01VcWpWUi1Nb0pDSDM1b3FjaVVXd2g5ZTdyd0t3ZU9GLVJvNHgtekcyanpfUDlZTTFvVUFOQjRFbUJiTFM5TDNnT3VhQVl4M2VYNll6SnVyUzdXNDB6ZUhaY3lLQzB0cHdSRHdfbDFtWXFaekV4R1JLZk53UDRPZW9pLU…
Responsive Playbooks and the EQH Inflection - Stock Traders Daily
<a href="https://news.google.com/rss/articles/CBMiwAFBVV95cUxQMkRkalFKVEdFQm9lOEtoT3dXWGxnNE51WjhEQVRxMjNXbWNXcExQd3NuQVR4eWJMdE5zTDhOYV9ieGFnRmxVUGVLSXc2VFJSNkY1YmZPeW5uUl83RHUyLXM4YUo0SHFqUWhYRHB3QlZ2N200OXltZkMwYklrLXBjbnUzUWZTVGRXbjd1Wk…
Equitable Officer Sold Shares Worth Over $794K - tradingview.com
<a href="https://news.google.com/rss/articles/CBMiqwFBVV95cUxOUWRzM0xKd3NGSGxhdEh0ZXBDRHZod3BMSllNMURpVlNJZjhhRFNEWnlmblhZT0ZvUXVtYVpKTnlvZHVER24tTXJfOUNuTkxRcnBuaVQyTUNxcEhEZloxbzB2NkpLRUROVkdJX0lVNXZQdnZuWi12TTFubEQ0ZmZSS3lzMTNJMi1uY0ZOZW…
Equitable Holdings Inc (EQH) Stock Up 4.4% and Still Undervalued -- GF Score: 79/100 - gurufocus.com
<a href="https://news.google.com/rss/articles/CBMitAFBVV95cUxOQTFJd3hGcUJTUlRpekcyanhFOWx2bXhUSmVWUFlJNTVKY2pCR2U4QUxRSFg1ZkJzMXJGdklLZFVlYmdHMjFiNmMzMmVuVjZsNFFYak9wVFU2WWFUOUFUUDRhVEpHVEhRald1NlVLcE1tVnVDNWN6eDdQVGUxbjZUeXRQSEViakpZSHp2cm…
EQH — Frequently Asked Questions
What is the current share price of Equitable Holdings, Inc. (EQH)?
As of 2026-09-19 21:16 PDT, Equitable Holdings, Inc. (EQH) trades at $52.04 on NYSE. Its 52-week range is $34.86 to $53.54.
What is the market capitalisation of EQH?
Equitable Holdings, Inc. (EQH) has a market capitalisation of $14.19B on NYSE.
What is the P/E ratio of EQH?
EQH trades at a trailing price-to-earnings (P/E) ratio of -15.82. The industry average P/E is 12.89. Its price-to-book (P/B) ratio is -7.68.
Does EQH pay a dividend?
Equitable Holdings, Inc. (EQH) currently offers a dividend yield of 2.19%.
What is the return on equity (ROE) of EQH?
EQH has a return on equity (ROE) of -25.13%.
Is EQH a good stock to buy?
This page provides a data-driven analysis of Equitable Holdings, Inc. (EQH), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.