EQH
Equitable Holdings, Inc. NYSE Listed May 10, 2018$45.29
-0.46%
vs $45.50
Mkt Cap $12.8B
52w Low $35.20
47.1% of range
52w High $56.61
50d MA $41.85
200d MA $44.97
P/E (TTM)
-9.4x
EV/EBITDA
—
P/B
7.5x
Debt/Equity
-88.7x
ROE
1864.9%
P/FCF
19.9x
RSI (14)
70.70
ATR (14)
$1.16
Beta
1.11
50d MA
$41.85
200d MA
$44.97
Avg Volume
4.5M
Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through four segments: Individual Retirement, Group Retirement, Investment Management and Research, and Protection Solutions. The Individual Retirement segment offers a suite of variable annuity products primarily to affluent and high net worth individuals. The Group Retirement segment 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. The Investment Management and Research segment offers diversified investment management, research, and related solutions to various clients through institutional, retail, and private wealth management channels; and distributes its institutional research products and solutions. The Protection Solutions segment provides various variable universal life, indexed universal life, and term life products to help affluent and high net worth individuals, as well as small and medium-sized business owners; and a suite of life, short- and long-term disability, dental, and vision insurance products to small and medium-size businesses. 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.
1290 Avenue Of The Americas · New York City, NY 10104 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| May 4, 2026 | AMC | 1.60 | 1.62 | +1.2% | 41.49 | +3.6% | +6.1% | -0.7% | -2.0% | -0.6% | -3.8% | — |
| Feb 4, 2026 | AMC | 1.75 | 1.76 | +0.6% | 44.80 | -2.9% | -3.1% | +4.9% | +1.1% | -0.8% | -2.4% | — |
| Nov 4, 2025 | AMC | 1.61 | 1.48 | -8.1% | 48.86 | -1.4% | -7.4% | -0.8% | +0.9% | -1.5% | +0.6% | — |
| Aug 5, 2025 | AMC | 1.71 | -1.21 | -170.8% | 50.93 | -7.7% | +0.4% | -1.6% | +3.3% | +2.2% | +3.3% | — |
| Apr 29, 2025 | AMC | 1.47 | 1.35 | -8.2% | 51.02 | -5.4% | -3.1% | -0.4% | +2.4% | -0.3% | -0.3% | — |
| Feb 5, 2025 | AMC | 1.65 | 1.57 | -4.8% | 53.50 | -2.5% | -2.3% | +2.7% | +0.1% | +0.1% | -0.1% | — |
| Nov 4, 2024 | AMC | 1.53 | 1.53 | +0.0% | 45.00 | -3.5% | -1.1% | +13.3% | -4.1% | -2.0% | +3.9% | — |
| Jul 30, 2024 | AMC | 1.40 | 1.43 | +2.1% | 43.19 | +1.1% | +1.0% | -3.7% | -6.7% | -5.4% | +2.5% | — |
| Apr 30, 2024 | AMC | 1.33 | 1.43 | +7.5% | 36.91 | +0.0% | +4.6% | -0.9% | +0.8% | +1.6% | +0.7% | — |
| Feb 6, 2024 | AMC | 1.17 | 1.33 | +13.7% | 32.74 | +2.3% | +2.9% | -0.3% | +0.4% | +1.1% | -2.9% | — |
| Oct 31, 2023 | AMC | 1.32 | 1.15 | -12.9% | 26.57 | -3.3% | -5.1% | +5.4% | +4.0% | -3.9% | +0.3% | — |
| Aug 2, 2023 | AMC | 1.17 | 1.17 | +0.0% | 28.46 | -0.7% | +0.4% | -0.1% | +1.9% | +0.0% | -2.5% | — |
| May 3, 2023 | AMC | 1.24 | 0.96 | -22.6% | 24.54 | -3.6% | -6.3% | +4.5% | -1.9% | -3.1% | -0.1% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 29 | JP Morgan | Maintains | Overweight → Overweight | — | $41.84 | $41.58 | -0.6% | -0.9% | +1.8% | -0.1% | -1.6% | +6.1% |
| Apr 16 | Raymond James | Upgrade | Market Perform → Strong Buy | — | $42.00 | $42.74 | +1.8% | -0.0% | -0.6% | -0.2% | -1.5% | +1.4% |
| Apr 13 | Mizuho | Maintains | Outperform → Outperform | — | $37.43 | $37.10 | -0.9% | +2.1% | +2.6% | +7.1% | -0.0% | -0.6% |
| Apr 10 | Wells Fargo | Maintains | Overweight → Overweight | — | $38.48 | $38.11 | -1.0% | -2.7% | +2.1% | +2.6% | +7.1% | -0.0% |
| Apr 10 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $38.48 | $38.11 | -1.0% | -2.7% | +2.1% | +2.6% | +7.1% | -0.0% |
| Apr 9 | Evercore ISI | Maintains | Outperform → Outperform | — | $38.84 | $38.46 | -1.0% | -0.9% | -2.7% | +2.1% | +2.6% | +7.1% |
| Apr 9 | UBS | Maintains | Buy → Buy | — | $38.84 | $38.46 | -1.0% | -0.9% | -2.7% | +2.1% | +2.6% | +7.1% |
| Apr 8 | Barclays | Maintains | Overweight → Overweight | — | $37.75 | $39.62 | +5.0% | +2.9% | -0.9% | -2.7% | +2.1% | +2.6% |
| Mar 3 | Morgan Stanley | Maintains | Overweight → Overweight | — | $40.49 | $39.07 | -3.5% | -3.0% | +2.2% | -0.9% | -1.3% | +0.5% |
| Feb 25 | Wells Fargo | Maintains | Overweight → Overweight | — | $41.11 | $41.70 | +1.4% | +0.0% | +2.0% | -4.1% | +0.7% | -3.0% |
| Feb 5 | UBS | Maintains | Buy → Buy | — | $44.80 | $43.50 | -2.9% | -3.1% | +4.9% | +1.1% | -0.8% | -2.4% |
| Feb 5 | JP Morgan | Maintains | Overweight → Overweight | — | $44.80 | $43.50 | -2.9% | -3.1% | +4.9% | +1.1% | -0.8% | -2.4% |
| Feb 4 | Barclays | Maintains | Overweight → Overweight | — | $44.68 | $44.73 | +0.1% | +0.3% | -3.1% | +4.9% | +1.1% | -0.8% |
| Jan 13 | Wells Fargo | Maintains | Overweight → Overweight | — | $47.74 | $47.74 | +0.0% | -1.9% | +1.6% | -0.6% | -1.2% | -2.3% |
| Jan 8 | UBS | Maintains | Buy → Buy | — | $47.74 | $47.57 | -0.4% | +0.5% | +1.3% | -1.7% | -1.9% | +1.6% |
| Jan 5 | JP Morgan | Upgrade | Neutral → Overweight | — | $47.97 | $48.61 | +1.3% | +2.7% | -1.0% | -2.1% | +0.5% | +1.3% |
| Nov 7 | Wells Fargo | Maintains | Overweight → Overweight | — | $44.87 | $44.47 | -0.9% | +0.9% | -1.5% | +0.6% | +1.4% | -0.8% |
| Oct 9 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $50.29 | $50.85 | +1.1% | -0.8% | -3.1% | +1.1% | +1.4% | -1.9% |
| Oct 9 | Evercore ISI | Maintains | Outperform → Outperform | — | $50.29 | $50.85 | +1.1% | -0.8% | -3.1% | +1.1% | +1.4% | -1.9% |
| Oct 8 | Wells Fargo | Maintains | Overweight → Overweight | — | $50.97 | $51.56 | +1.2% | -1.3% | -0.8% | -3.1% | +1.1% | +1.4% |
| Aug 18 | Morgan Stanley | Maintains | Overweight → Overweight | — | $53.90 | $53.64 | -0.5% | -1.7% | -1.0% | -0.7% | -0.4% | +3.3% |
| Aug 8 | Wells Fargo | Maintains | Overweight → Overweight | — | $50.33 | $50.37 | +0.1% | +3.3% | +2.2% | +3.3% | -0.4% | +0.1% |
| Jul 14 | Morgan Stanley | Maintains | Overweight → Overweight | — | $52.80 | $52.90 | +0.2% | +1.2% | -2.9% | -0.3% | +1.7% | +0.6% |
| Jul 10 | Wells Fargo | Maintains | Overweight → Overweight | — | $53.18 | $53.42 | +0.5% | +1.1% | -1.8% | +1.2% | -2.9% | -0.3% |
| Jul 9 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $54.78 | $55.24 | +0.8% | -2.9% | +1.1% | -1.8% | +1.2% | -2.9% |
| Jul 8 | JP Morgan | Maintains | Neutral → Neutral | — | $54.69 | $54.88 | +0.3% | +0.2% | -2.9% | +1.1% | -1.8% | +1.2% |
| May 27 | UBS | Maintains | Buy → Buy | — | $51.80 | $52.47 | +1.3% | +4.2% | -1.8% | +1.0% | -1.2% | -0.3% |
| May 19 | Morgan Stanley | Maintains | Overweight → Overweight | — | $53.59 | $52.98 | -1.1% | +0.2% | +0.0% | -3.5% | +0.6% | -0.6% |
| May 7 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $50.15 | $50.75 | +1.2% | +1.5% | +0.6% | +0.3% | +5.1% | +0.6% |
| May 1 | Wells Fargo | Maintains | Overweight → Overweight | — | $49.45 | $49.39 | -0.1% | -0.4% | +2.4% | -0.3% | -0.3% | +1.5% |
| May 1 | Evercore ISI | Maintains | Outperform → Outperform | — | $49.45 | $49.39 | -0.1% | -0.4% | +2.4% | -0.3% | -0.3% | +1.5% |
| Apr 10 | Morgan Stanley | Maintains | Overweight → Overweight | — | $49.60 | $47.97 | -3.3% | -7.7% | +1.3% | +1.8% | +0.2% | -2.1% |
| Apr 10 | Wells Fargo | Maintains | Overweight → Overweight | — | $49.60 | $47.97 | -3.3% | -7.7% | +1.3% | +1.8% | +0.2% | -2.1% |
| Apr 2 | JP Morgan | Maintains | Neutral → Neutral | — | $52.29 | $52.51 | +0.4% | +5.0% | -8.6% | -10.2% | -0.5% | -2.0% |
| Apr 2 | UBS | Upgrade | Neutral → Buy | — | $52.29 | $52.51 | +0.4% | +5.0% | -8.6% | -10.2% | -0.5% | -2.0% |
| Mar 11 | Morgan Stanley | Maintains | Overweight → Overweight | — | $49.16 | $49.34 | +0.4% | +2.8% | +1.8% | -3.7% | +3.5% | +1.9% |
| Feb 28 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $54.13 | $53.95 | -0.3% | +1.6% | -1.3% | -5.4% | +1.7% | -4.5% |
| Feb 25 | Wells Fargo | Maintains | Overweight → Overweight | — | $53.30 | $53.69 | +0.7% | +0.2% | +1.3% | +0.1% | +1.6% | -1.3% |
| Feb 25 | BMO Capital | Maintains | Outperform → Outperform | — | $53.30 | $53.69 | +0.7% | +0.2% | +1.3% | +0.1% | +1.6% | -1.3% |
| Feb 19 | Wells Fargo | Maintains | Overweight → Overweight | — | $55.52 | $55.42 | -0.2% | +0.3% | -3.1% | -4.8% | +3.8% | +0.2% |
| Feb 14 | Morgan Stanley | Maintains | Overweight → Overweight | — | $53.74 | $53.72 | -0.0% | +3.0% | +0.3% | +0.3% | -3.1% | -4.8% |
| Feb 12 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $53.73 | $53.47 | -0.5% | -0.1% | +0.2% | +3.0% | +0.3% | +0.3% |
| Feb 10 | Truist | Maintains | Buy → Buy | — | $53.65 | $53.99 | +0.6% | +0.1% | +0.1% | -0.1% | +0.2% | +3.0% |
| Jan 14 | Wells Fargo | Maintains | Overweight → Overweight | — | $49.02 | $49.20 | +0.4% | +1.8% | +3.3% | -0.0% | +0.3% | +2.2% |
| Jan 10 | Deutsche Bank | Upgrade | Hold → Buy | — | $49.01 | $48.57 | -0.9% | -1.9% | +2.0% | +1.8% | +3.3% | -0.0% |
| Jan 7 | JP Morgan | Maintains | Neutral → Neutral | — | $49.41 | $49.63 | +0.4% | -0.6% | -0.2% | -1.9% | +2.0% | +1.8% |
| Jan 6 | Barclays | Maintains | Overweight → Overweight | — | $48.55 | $49.00 | +0.9% | +1.8% | -0.6% | -0.2% | -1.9% | +2.0% |
| Dec 9 | Keefe, Bruyette & Woods | Upgrade | Market Perform → Outperform | — | $47.25 | $47.85 | +1.3% | -1.0% | -0.9% | +1.8% | -0.3% | +0.9% |
| Aug 19 | Morgan Stanley | Maintains | Overweight → Overweight | — | $40.76 | $40.69 | -0.2% | +0.6% | -2.1% | +0.8% | +0.1% | +2.7% |
| Aug 12 | Wells Fargo | Maintains | Overweight → Overweight | — | $38.55 | $38.68 | +0.3% | -0.8% | +1.3% | +1.3% | +1.9% | +2.0% |
| Date | Insider | Title | Type | Shares | Price | Value | Owned After | D1% | D5% |
|---|---|---|---|---|---|---|---|---|---|
| Jun 15, 2026 | HURD JEFFREY JOff | Chief Operating Officer | Sell | 5,000 | $45.11 | $226K | 74,747 | — | — |
| Jun 15, 2026 | HURD JEFFREY JOff | Chief Operating Officer | Sell | 9,358 | $45.11 | $422K | 79,747 | — | — |
| Jun 10, 2026 | Eckert William James IVOff | Chief Accounting Officer | Sell | 6,200 | $41.83 | $259K | 9,366 | +4.06% | +0.46% |
| Jun 4, 2026 | SCOTT BERTRAM LDir | — | Sell | 2,470 | $41.08 | $101K | 27,931 | +1.27% | +0.94% |
| May 18, 2026 | Pearson MarkDir/Off | President and CEO | Sell | 39,700 | $42.60 | $1.7M | 776,683 | +0.26% | -0.72% |
| May 15, 2026 | Lane NickOff | See Remarks | Sell | 4,417 | $42.45 | $187K | 124,218 | -3.55% | -0.78% |
| May 15, 2026 | HURD JEFFREY JOff | Chief Operating Officer | Sell | 5,000 | $42.45 | $212K | 79,403 | -3.55% | -0.78% |
| May 15, 2026 | HURD JEFFREY JOff | Chief Operating Officer | Sell | 9,358 | $42.44 | $397K | 84,403 | -3.55% | -0.78% |
| May 15, 2026 | Eckert William James IVOff | Chief Accounting Officer | Sell | 7,300 | $42.48 | $310K | 15,505 | -3.55% | -0.78% |
8-K · 8.01
!! High
Corebridge Financial Inc -- 8-K 8.01: Material Event / Announcement
May 12
S-4
!!! Very High
Mountain Holding, Inc. -- Merger Registration
Corebridge Financial and Equitable Holdings are merging with Mountain Holding in an all-cash transaction valued at $1.00 per share, consolidating these insurance and financial services companies.
May 5
8-K · 7.01
! Medium
Unknown — 8-K 7.01: Regulation FD Disclosure
I cannot provide a meaningful analysis without substantive disclosure details. The filing excerpt contains only boilerplate forward-looking statement disclaimers without material information about CRBG or EQH operations, financials, or developments that would impact stock valuations.
Apr 16
8-K · 7.01
! Medium
Unknown — 8-K 7.01: Regulation FD Disclosure
CRBG shareholders face potential stock dilution as the company explores buybacks before merging with Equitable Holdings, signaling management confidence but raising questions about timing and capital allocation efficiency.
Apr 16
8-K · 1.01
!!! Very High
Unknown — 8-K 1.01: Merger Agreement
Cammbridge Bancorp (CRBG) agreed to merge with Equitable Holdings (EQH) backed by Nippon Life, signaling a transformative acquisition that could reshape CRBG's valuation and EQH's growth trajectory significantly.
Apr 8
8-K · 1.01
!!! Very High
Unknown — 8-K 1.01: Merger Agreement
Curbside Bio and EQH are being acquired by Nippon Life Insurance, likely eliminating public trading opportunities but potentially offering shareholders a predetermined exit price.
Apr 8
8-K · 1.01
!!! Very High
Unknown — 8-K 1.01: Merger Agreement
Corebridge (CRBG) and Equitable (EQH) shareholders will merge into a new holding company with roughly equal ownership stakes, creating a combined financial services powerhouse that may achieve cost synergies and increased market scale.
Mar 26
8-K · 1.01
!!! Very High
Unknown — 8-K 1.01: Merger Agreement
Corebridge and Equitable are merging as equals, with Corebridge shareholders gaining slight control; investors should monitor integration risks and whether the combined entity can achieve promised synergies.
Mar 26
8-K · 7.01
! Medium
Equitable Holdings, Inc. -- 8-K 7.01: Regulation FD Disclosure
Equitable Holdings is preparing to discuss Q4 and full-year 2025 earnings results with investors through a presentation available on its investor relations website.
Feb 4
Institutional (13F) — Top 20
All ↗
| # | Manager | Shares | Value | Chg | Period |
|---|---|---|---|---|---|
| 1 | Vanguard Portfolio Management Llc | 14,625,529 | $543M | New | Mar 2026 |
| 2 | Vanguard Capital Management Llc | 12,632,922 | $469M | New | Mar 2026 |
| 3 | Morgan Stanley | 6,500,598 | $310M | Reduced | Dec 2025 |
| 4 | Diamond Hill Capital Management Inc | 4,294,644 | $205M | Added | Dec 2025 |
| 5 | Bank Of Montreal /can/ | 4,905,475 | $182M | Added | Mar 2026 |
| 6 | Pzena Investment Management Llc | 4,464,347 | $166M | Added | Mar 2026 |
| 7 | Conifer Management | 4,200,000 | $156M | — | Mar 2026 |
| 8 | Northern Trust Corp | 3,831,882 | $142M | Reduced | Mar 2026 |
| 9 | Invesco Ltd. | 3,525,676 | $131M | Reduced | Mar 2026 |
| 10 | Citadel Advisors Llc | 3,137,357 | $116M | Added | Mar 2026 |
| 11 | Principal Financial Group Inc | 2,059,390 | $98M | Reduced | Dec 2025 |
| 12 | Millennium Management | 2,598,051 | $96M | Added | Mar 2026 |
| 13 | Nordea Investment Management Ab | 2,661,117 | $95M | Reduced | Mar 2026 |
| 14 | Bank Of New York Mellon Corp | 2,442,698 | $91M | Reduced | Mar 2026 |
| 15 | Woodline Partners Lp | 2,230,326 | $83M | Added | Mar 2026 |
| 16 | D.e. Shaw & Co | 2,201,064 | $82M | Added | Mar 2026 |
| 17 | Fmr Llc | 2,149,865 | $80M | Reduced | Mar 2026 |
| 18 | Algebris (Uk) Ltd | 2,037,737 | $75M | Added | Mar 2026 |
| 19 | Marshall Wace, Llp | 2,021,093 | $75M | New | Mar 2026 |
| 20 | Ubs Group Ag | 1,927,350 | $72M | Added | Mar 2026 |
Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
Valuation
Market Cap
$12.75B
Enterprise Value
-$32.69B
P/E (TTM)
-9.38x
Forward P/E
6.29x
PEG Ratio
0.05x
P/B
7.55x
P/S
1.16x
P/FCF
19.88x
EV/EBITDA
—
Shares Out
298.1M
Financials (TTM)
Revenue
$11.66B
Net Income
-$1.38B
EBITDA
-$969.0M
Free Cash Flow
$679.0M
Op Cash Flow
$713.0M
EPS Basic
$-4.83
EPS Diluted
$-4.83
EPS Forward
$7.20
Gross Margin
79.1%
Op Margin
-10.2%
Net Margin
-11.8%
Balance Sheet
Total Assets
$318.31B
Total Liab.
$316.52B
Total Equity
$1.79B
Cash
$52.73B
LT Debt
$6.54B
Book Value/Sh
$6.00
Debt/Equity
-88.68x
Current Ratio
25.50
Quick Ratio
25.50
Returns & Growth
ROE
1864.9%
ROA
-0.4%
ROIC
-0.3%
Rev Growth YoY
-6.2%
EPS Growth YoY
-226.4%
Price Returns
2W
-2.8%
1M
-2.0%
3M
+2.8%
6M
-11.4%
12M
-21.8%
Technicals
52W High
$56.61
52W Low
$35.20
50d MA
$41.85
200d MA
$44.97
RSI (14)
70.70
ATR (14)
$1.16
Beta
1.11
Avg Volume
4.5M
Dividends
Div Rate
$1.26
Div Yield
3.0%
Frequency
4
Ex-Div Date
Mar 4, 2026
Analyst Price Targets
Consensus
$59.14
High
$63.00
Low
$57.00
Median
$58.00
Data updated apr 25, 2026 7:29am
· Source: financialmodelingprep.com