Equitable Holdings, Inc. (NYSE: EQH) is a Financial Services company in the Insurance - Diversified industry. QuoTrend tracks its price, financials, earnings, analyst ratings and insider trades.
| Index | - | P/E | - | EPS (ttm) | -2.84 | Insider Own | 0.83% | Shs Outstand | 272.96M | Perf Week | 8.12% |
| Market Cap | 14.06B | Forward P/E | 5.74 | EPS next Y | 8.98 | Insider Trans | -16.79% | Shs Float | 271.29M | Perf Month | 10.34% |
| Enterprise Value | 10.03B | PEG | 0.10 | EPS next Q | - | Inst Own | - | Short Float | 2.01% | Perf Quarter | 20.23% |
| Income | -908.46M | P/S | 1.32 | EPS this Y | 351.85% | Inst Trans | - | Short Ratio | 1.34 | Perf Half Y | 18.71% |
| Sales | 11.32B | P/B | - | EPS next Y | 25.49% | ROA | -0.28% | Short Interest | 5.45M | Perf YTD | 8.12% |
| Book/sh | - | P/C | 7.43 | EPS next 5Y | 18.19% | ROE | 845.66% | 52W High | 56.49 -6.73% | Perf Year | 0.72% |
| Cash/sh | - | P/FCF | 7.46 | EPS past 3/5Y | - | ROIC | -0.16% | 52W Low | 36.00 46.36% | Perf 3Y | 81.03% |
| Dividend Est. | 1.20 (2.28%) | EV/EBITDA | - | Sales past 3/5Y | -2.65% -1.24% | Gross Margin | 72.67% | Volatility | 3.73% 2.88% | Perf 5Y | 66.89% |
| Dividend TTM | 1.14 (2.16%) | EV/Sales | - | EPS Y/Y TTM | -175.13% | Oper. Margin | -5.75% | ATR (14) | 1.51 | Perf 10Y | - |
| Dividend Ex-Date | Aug 03, 2026 | Quick Ratio | 0.00 | Sales Y/Y TTM | -8.99% | Profit Margin | -8.72% | RSI (14) | 65.40 | Recom | 2.00 |
| Dividend Gr. 3/5Y | 10.42% 9.73% | Current Ratio | 0.00 | EPS Q/Q | 20.00% | SMA20 | 5.42% | Beta | 1.10 | Target Price | 61.00 |
| Payout | -50.00% | Debt/Eq | - | Sales Q/Q | 8.35% | SMA50 | 12.51% | Rel Volume | 0.52 | Prev Close | 51.52 |
| Employees | 8,000 | LT Debt/Eq | 3.66 | Earnings | Nov 03 | SMA200 | 16.43% | Avg Volume | 3.83M | Price | 52.69 |
| IPO Date | May 10, 2018 | Option/Short | Yes / Yes | EPS/Sales Surpr. | 0.77% 7.31% | Net Debt/EBITDA | -282.34 | Volume | 1,986,548 | Change | 2.26% |
| Date | Action | Analyst | Rating | Target |
|---|---|---|---|---|
| Aug-06-26 | Reiterated | Mizuho Securities | Outperform | $62 → $68 |
| Aug-05-26 | Reiterated | Barclays | Overweight | $50 → $52 |
| Jul-10-26 | Reiterated | Jefferies | Buy | $51 → $66 |
| Jul-09-26 | Reiterated | Mizuho | Outperform | $58 → $62 |
| Jul-07-26 | Reiterated | Barclays | Overweight | $51 → $50 |
| Jun-11-26 | Reiterated | UBS | Buy | $58 → $63 |
| May-12-26 | Reiterated | Wells Fargo | Overweight | $60 → $57 |
| May-05-26 | Reiterated | Barclays | Overweight | $57 → $51 |
| Apr-16-26 | Upgrade | Raymond James | Market Perform → Strong Buy | $60 → $58 |
| Apr-13-26 | Reiterated | Mizuho | Outperform | $65 → $58 |
Equitable Holdings, Inc. operates as a global, diversified financial services enterprise, delivering its offerings through four primary divisions. The Individual Retirement segment focuses on providing variable annuity products predominantly to high-net-worth individuals. Its Group Retirement segment supplies tax-advantaged investment and retirement plans to a variety of organizations, including educational institutions, municipalities, non-profit entities, and small to mid-sized businesses. Through its Investment Management and Research division, the company offers a broad spectrum of investment management, research, and related services to institutional, retail, and private wealth clients, additionally distributing its specialized research offerings. The Protection Solutions segment delivers a range of life insurance products—such as variable universal, indexed universal, and term life—to affluent individuals and owners of small and medium-sized businesses. This segment also extends group insurance coverage, encompassing life, short- and long-term disability, dental, and vision benefits, to small and medium-sized enterprises. Founded in 1859 and based in New York, New York, the company adopted its current name, Equitable Holdings, Inc., in January 2020, having previously been known as AXA Equitable Holdings, Inc.
Per-holder 13F data hasn't been ingested for this ticker yet.
| Line Item (USD, M) | TTM — | FY 2025 12/31/2025 | FY 2024 12/31/2024 | FY 2023 12/31/2023 | FY 2022 12/31/2022 | FY 2021 12/31/2021 | FY 2020 12/31/2020 | FY 2019 12/31/2019 | FY 2018 12/31/2018 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | 10,615 | 11,665 | 12,437 | — | — | — | — | — | — | |
| Cost of Goods Sold Incl. D&A | 2,901 | 2,433 | 5,837 | — | — | — | — | — | — | |
| Gross Profit | 7,714 | 9,232 | 6,600 | — | — | — | — | — | — | |
| Selling, General and Administrative Excl. Other | 601 | 0 | 2,441 | — | — | — | — | — | — | |
| Research and Development | 0 | 0 | 0 | — | — | — | — | — | — | |
| Other Operating Expense | 7,723 | 10,425 | 2,048 | — | — | — | — | — | — | |
| Operating Income | -610 | -1,193 | 2,111 | — | — | — | — | — | — | |
| Interest Expense | 226 | 224 | 226 | — | — | — | — | — | — | |
| Unusual Expense | — | — | — | — | — | — | — | — | — | |
| Non-Operating Income (Expense) | 226 | 224 | 226 | — | — | — | — | — | — | |
| Net Income Before Taxes | -610 | -1,193 | 2,111 | — | — | — | — | — | — | |
| Income Taxes | -84 | -156 | 288 | — | — | — | — | — | — | |
| Consolidated Net Income | -926 | -1,380 | 1,307 | — | — | — | — | — | — | |
| Net Income From Continuing Operations | -526 | -1,037 | 1,823 | — | — | — | — | — | — | |
| Net Income | -926 | -1,380 | 1,307 | — | — | — | — | — | — | |
| EPS (Recurring) | -3.27 | -4.83 | 3.82 | — | — | — | — | — | — | |
| EPS (Basic, Before Extraordinaries) | -3.27 | -4.83 | 3.82 | — | — | — | — | — | — | |
| EPS (Diluted) | -3.30 | -4.83 | 3.78 | — | — | — | — | — | — | |
| EBITDA | 493 | -97 | 3,197 | — | — | — | — | — | — | |
| Other After Tax Adjustments | — | — | — | — | — | — | — | — | — | |
| Stock Option Compensation Expense | — | — | — | — | — | — | — | — | — | |
| Price To Earnings Ratio | — | — | 12.48 | — | — | — | — | — | — | |
| Price To Sales Ratio | 1.38 | 1.22 | 1.22 | — | — | — | — | — | — | |
| Gross Margin | 72.67 | 79.14 | 53.07 | — | — | — | — | — | — | |
| Operating Margin | -5.75 | -10.23 | 16.97 | — | — | — | — | — | — | |
| Net Margin | -8.72 | -11.83 | 10.51 | — | — | — | — | — | — | |
| Shares Outstanding | 278 | 298 | 321 | — | — | — | — | — | — | |
| Market Capitalization | 14,646 | 14,200 | 15,142 | — | — | — | — | — | — | |
| Operating Lease Expense | — | — | — | — | — | — | — | — | — |
| Insider | Relationship | Date | Transaction | Cost | #Shares | Value ($) | #Shares Total | SEC Form 4 |
|---|---|---|---|---|---|---|---|---|
| Pearson Mark | President and CEO | Jul 20 '26 | Sale | 48.54 | 39,700 | 1,926,972 | 753,403 | Jul 21 |
| Pearson Mark | President and CEO | Jul 20 '26 | Option Exercise | 23.18 | 27,200 | 630,496 | 793,103 | Jul 21 |
| HURD JEFFREY J | Chief Operating Officer | Jul 15 '26 | Sale | 48.86 | 14,358 | 701,581 | 69,748 | Jul 17 |
| HURD JEFFREY J | Chief Operating Officer | Jul 15 '26 | Option Exercise | 21.34 | 9,358 | 199,700 | 84,106 | Jul 17 |
| Pearson Mark | President and CEO | Jun 18 '26 | Sale | 45.28 | 39,700 | 1,797,814 | 765,903 | Jun 23 |
| Pearson Mark | President and CEO | Jun 18 '26 | Option Exercise | 23.18 | 27,200 | 630,496 | 805,603 | Jun 23 |
| HURD JEFFREY J | Chief Operating Officer | Jun 15 '26 | Sale | 45.11 | 14,358 | 647,694 | 74,748 | Jun 18 |
| HURD JEFFREY J | Chief Operating Officer | Jun 15 '26 | Option Exercise | 21.34 | 9,358 | 199,700 | 89,106 | Jun 18 |
| Eckert William James IV | Chief Accounting Officer | Jun 10 '26 | Sale | 41.83 | 6,200 | 259,346 | 9,366 | Jun 10 |
| SCOTT BERTRAM L | Director | Jun 04 '26 | Sale | 41.08 | 2,470 | 101,478 | 27,931 | Jun 05 |
| Hondal Francis | Director | Dec 01 '25 | Buy | 46.86 | 104 | 4,863 | 25,931 | May 21 |
| Hondal Francis | Director | Aug 12 '25 | Buy | 52.82 | 92 | 4,838 | 25,827 | May 21 |
| Hondal Francis | Director | Jun 09 '25 | Buy | 54.66 | 88 | 4,814 | 25,735 | May 21 |
| Hondal Francis | Director | Mar 12 '25 | Buy | 49.94 | 85 | 4,259 | 25,647 | May 21 |
| Hondal Francis | Director | Dec 03 '24 | Buy | 47.86 | 89 | 4,238 | 25,562 | May 21 |