Symbols / EQH Stock $41.60 +0.07% Equitable Holdings, Inc.

Financial Services • Asset Management • United States • NYQ
EQH (Stock) Chart
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About

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.

Stock Fundamentals
Scroll to Statements
Market Cap 11.71B Enterprise Value 7.83B Income -1.44B Sales 11.67B Book/sh -4.03 Cash/sh 51.52
Dividend Yield — Payout — Employees 8000 IPO — P/E — Forward P/E 4.71
PEG — P/S 1.00 P/B -10.32 P/C — EV/EBITDA -61.67 EV/Sales 0.67
Quick Ratio 1.67 Current Ratio 2.05 Debt/Eq 429.64 LT Debt/Eq — EPS (ttm) -4.83 EPS next Y 8.83
EPS Growth -74.40% Revenue Growth -14.20% Earnings 2026-05-04 ROA -0.20% ROE -38.87% ROIC —
Gross Margin 11.33% Oper. Margin 12.15% Profit Margin -11.82% Shs Outstand 281.54M Shs Float 278.46M Short Float 0.02%
Short Ratio 0.01 Short Interest — 52W High 56.61 52W Low 35.20 Beta 1.11 Avg Volume 3.79M
Volume 2.83M Target Price $57.46 Recom Strong_buy Prev Close $41.57 Price $41.60 Change 0.07%
Valuation Models

Price estimates from analyst targets and simple models.

1. Analyst consensus
$57.46
Mean price target
2. Current target
$41.60
Latest analyst target
3. DCF / Fair value
$-617.40
Simplified: (Free Cash Flow ÷ Shares) × 18 (P/FCF multiple). Not a …
Ratings
Current target
$41.60
Low
$49.00
High
$63.00
Mean
$57.46

Latest analyst rating changes

Date Action Analyst Rating Change Price Target
2026-04-16 up Raymond James Market Perform → Strong Buy $58
2026-04-13 main Mizuho Outperform → Outperform $58
2026-04-10 main Keefe, Bruyette & Woods Outperform → Outperform $51
2026-04-10 main Wells Fargo Overweight → Overweight $56
2026-04-09 main UBS Buy → Buy $58
2026-04-09 main Evercore ISI Group Outperform → Outperform $63
2026-04-08 main Barclays Overweight → Overweight $49
2026-03-03 main Morgan Stanley Overweight → Overweight $54
2026-02-25 main Wells Fargo Overweight → Overweight $57
2026-02-05 main JP Morgan Overweight → Overweight $58
2026-02-05 main UBS Buy → Buy $66
2026-02-04 main Barclays Overweight → Overweight $57
2026-01-13 main Wells Fargo Overweight → Overweight $60
2026-01-08 main UBS Buy → Buy $67
2026-01-05 up JP Morgan Neutral → Overweight $60
2025-12-16 init Mizuho — → Outperform $66
2025-11-07 main Wells Fargo Overweight → Overweight $62
2025-10-09 main Keefe, Bruyette & Woods Outperform → Outperform $65
2025-10-09 main Evercore ISI Group Outperform → Outperform $64
2025-10-08 main Wells Fargo Overweight → Overweight $65
News
RSS: Latest EQH news
Insider Transactions
Filed Date Insider Relationship Transaction Shares Price Value SEC
2026-04-20 PEARSON MARK Chief Executive Officer — 39,700 $41.63 $1,652,640
2026-04-20 PEARSON MARK Chief Executive Officer — 27,200 $23.18 $630,496
2026-04-15 LANE NICK Officer — 10,000 $40.44 $404,421
2026-04-15 LANE NICK Officer — 10,000 $23.18 $231,800
2026-04-15 HURD JEFFREY JOY Chief Operating Officer — 14,358 $40.44 $582,697
2026-04-15 HURD JEFFREY JOY Chief Operating Officer — 9,358 $21.34 $199,700
2026-04-15 PEARSON MARK Chief Executive Officer — 1,387 $40.03 $55,518
2026-04-15 PEARSON MARK Chief Executive Officer — 1,387 $23.18 $32,151
2026-04-08 LANE NICK Officer — 10,000 $40.04 $400,381
2026-04-08 LANE NICK Officer — 10,000 $23.18 $231,800
Financials
Statement View
Amounts in millions (2 decimals, no suffix) • EPS per share (2 decimals) • Trend = period evolution • YoY Growth = previous period %
Line Item Trend 2025-12-31 2024-12-31 2023-12-31 2022-12-31
Total Revenue
11,665.00
-6.12%
12,425.00
+18.79%
10,460.00
-17.27%
12,644.00
Operating Revenue
11,665.00
-6.12%
12,425.00
+18.79%
10,460.00
-17.27%
12,644.00
Selling General And Administration
2,434.00
-0.69%
2,451.00
+5.51%
2,323.00
+5.54%
2,201.00
General And Administrative Expense
2,434.00
-0.69%
2,451.00
+5.51%
2,323.00
+5.54%
2,201.00
Salaries And Wages
2,434.00
-0.69%
2,451.00
+5.51%
2,323.00
+5.54%
2,201.00
Other Operating Expenses
2,286.00
+25.47%
1,822.00
-4.00%
1,898.00
-13.14%
2,185.00
Total Expenses
12,858.00
+24.24%
10,349.00
+6.19%
9,746.00
+0.97%
9,652.00
Reconciled Depreciation
872.00
+0.46%
868.00
+5.72%
821.00
+29.09%
636.00
EBIT
-969.00
-142.09%
2,302.00
+144.37%
942.00
-70.50%
3,193.00
Net Income
-1,380.00
-207.81%
1,280.00
-0.23%
1,283.00
-40.41%
2,153.00
Pretax Income
-1,193.00
-157.47%
2,076.00
+190.76%
714.00
-76.14%
2,992.00
Net Non Operating Interest Income Expense
-224.00
+0.88%
-226.00
+0.88%
-228.00
-13.43%
-201.00
Interest Expense Non Operating
224.00
-0.88%
226.00
-0.88%
228.00
+13.43%
201.00
Net Interest Income
-224.00
+0.88%
-226.00
+0.88%
-228.00
-13.43%
-201.00
Interest Expense
224.00
-0.88%
226.00
-0.88%
228.00
+13.43%
201.00
Interest Income
92.00
-20.00%
115.00
—
—
Other Income Expense
1,348.00
+3.85%
1,298.00
+29.15%
1,005.00
-2.24%
1,028.00
Tax Provision
-156.00
-155.71%
280.00
+130.77%
-910.00
-252.17%
598.00
Tax Rate For Calcs
0.00
+0.00%
0.00
-38.10%
0.00
+5.07%
0.00
Tax Effect Of Unusual Items
0.00
0.00
0.00
0.00
Net Income Including Noncontrolling Interests
-1,037.00
-157.74%
1,796.00
+10.59%
1,624.00
-32.16%
2,394.00
Net Income From Continuing Operation Net Minority Interest
-1,380.00
-207.81%
1,280.00
-0.23%
1,283.00
-40.41%
2,153.00
Net Income From Continuing And Discontinued Operation
-1,380.00
-207.81%
1,280.00
-0.23%
1,283.00
-40.41%
2,153.00
Net Income Continuous Operations
-1,037.00
-157.74%
1,796.00
+10.59%
1,624.00
-32.16%
2,394.00
Minority Interests
-343.00
+33.53%
-516.00
-51.32%
-341.00
-41.49%
-241.00
Normalized Income
-1,380.00
-207.81%
1,280.00
-0.23%
1,283.00
-40.41%
2,153.00
Net Income Common Stockholders
-1,441.00
-220.08%
1,200.00
-0.25%
1,203.00
-41.97%
2,073.00
Diluted EPS
-4.83
-227.78%
3.78
+8.62%
3.48
-36.26%
5.46
Basic EPS
-4.83
-226.44%
3.82
+9.46%
3.49
-36.43%
5.49
Basic Average Shares
298.10
-7.19%
321.20
-8.25%
350.10
-7.28%
377.60
Diluted Average Shares
298.10
-8.22%
324.80
-7.62%
351.60
-7.45%
379.90
Diluted NI Availto Com Stockholders
-1,441.00
-220.08%
1,200.00
-0.25%
1,203.00
-41.97%
2,073.00
Loss Adjustment Expense
2,016.00
+168.80%
750.00
-26.83%
1,025.00
-31.76%
1,502.00
Net Policyholder Benefits And Claims
2,016.00
+168.80%
750.00
-26.83%
1,025.00
-31.76%
1,502.00
Policyholder Benefits Ceded
1,350.00
+83.42%
736.00
+2.51%
718.00
-0.97%
725.00
Policyholder Benefits Gross
3,366.00
+126.51%
1,486.00
-14.74%
1,743.00
-21.73%
2,227.00
Preferred Stock Dividends
61.00
-23.75%
80.00
+0.00%
80.00
+0.00%
80.00
Line Item Trend 2025-12-31 2024-12-31 2023-12-31 2022-12-31
Total Assets
317,990.00
+7.53%
295,727.00
+6.83%
276,814.00
+9.54%
252,702.00
Cash Cash Equivalents And Short Term Investments
42,594.00
-49.05%
83,605.00
+11.07%
75,269.00
+11.28%
67,642.00
Cash And Cash Equivalents
12,462.00
+78.95%
6,964.00
-15.48%
8,239.00
+92.46%
4,281.00
Other Short Term Investments
30,132.00
-60.68%
76,641.00
+14.34%
67,030.00
+5.79%
63,361.00
Receivables
24,866.00
+109.61%
11,863.00
-3.07%
12,239.00
+5.60%
11,590.00
Accounts Receivable
20,127.00
+154.80%
7,899.00
-5.42%
8,352.00
-1.40%
8,471.00
Other Receivables
2,162.00
+10.25%
1,961.00
+6.75%
1,837.00
-21.43%
2,338.00
Taxes Receivable
2,577.00
+28.66%
2,003.00
-2.29%
2,050.00
+162.48%
781.00
Loans Receivable
—
-278.00
+0.36%
-279.00
-116.28%
-129.00
Goodwill And Other Intangible Assets
5,309.00
-1.15%
5,371.00
-1.14%
5,433.00
-0.89%
5,482.00
Investments And Advances
87,450.00
+2.87%
85,012.00
+13.00%
75,235.00
+5.24%
71,487.00
Long Term Equity Investment
3,779.00
+1.61%
3,719.00
+9.90%
3,384.00
+7.36%
3,152.00
Total Liabilities Net Minority Interest
316,202.00
+8.22%
292,179.00
+7.55%
271,656.00
+9.05%
249,106.00
Payables And Accrued Expenses
4,849.00
+17.44%
4,129.00
-15.44%
4,883.00
-12.35%
5,571.00
Payables
4,849.00
+17.44%
4,129.00
-15.44%
4,883.00
-12.35%
5,571.00
Accounts Payable
4,849.00
+17.44%
4,129.00
-15.44%
4,883.00
-12.35%
5,571.00
Other Payable
—
—
—
3,323.00
Total Tax Payable
—
—
—
—
Income Tax Payable
—
—
—
—
Current Debt And Capital Lease Obligation
25.00
0.00
-100.00%
254.00
-66.53%
759.00
Current Debt
25.00
0.00
-100.00%
254.00
-66.53%
759.00
Other Current Borrowings
25.00
0.00
0.00
-100.00%
759.00
Long Term Debt And Capital Lease Obligation
6,537.00
+9.88%
5,949.00
+10.60%
5,379.00
+20.28%
4,472.00
Long Term Debt
6,537.00
+9.88%
5,949.00
+10.60%
5,379.00
+20.28%
4,472.00
Preferred Securities Outside Stock Equity
—
—
—
—
Stockholders Equity
-74.00
-104.73%
1,565.00
-40.92%
2,649.00
+89.08%
1,401.00
Common Stock Equity
-1,142.00
-2068.97%
58.00
-94.66%
1,087.00
+775.16%
-161.00
Capital Stock
1,073.00
-29.03%
1,512.00
-3.51%
1,567.00
+0.06%
1,566.00
Common Stock
5.00
+0.00%
5.00
+0.00%
5.00
+25.00%
4.00
Preferred Stock
1,068.00
-29.13%
1,507.00
-3.52%
1,562.00
+0.00%
1,562.00
Share Issued
468.34
-1.98%
477.80
-2.69%
491.00
-3.43%
508.42
Ordinary Shares Number
283.36
-8.56%
309.90
-7.18%
333.88
-8.55%
365.08
Treasury Shares Number
184.98
+10.17%
167.90
+6.86%
157.13
+9.62%
143.34
Additional Paid In Capital
1,932.00
-17.29%
2,336.00
+0.34%
2,328.00
+1.26%
2,299.00
Retained Earnings
8,366.00
-21.28%
10,627.00
+3.75%
10,243.00
+4.25%
9,825.00
Gains Losses Not Affecting Retained Earnings
-6,280.00
+27.92%
-8,712.00
-12.02%
-7,777.00
+13.51%
-8,992.00
Treasury Stock
5,165.00
+23.03%
4,198.00
+13.09%
3,712.00
+12.59%
3,297.00
Minority Interest
1,862.00
-6.10%
1,983.00
-20.96%
2,509.00
+14.31%
2,195.00
Other Equity Adjustments
-6,280.00
+27.92%
-8,712.00
-12.02%
-7,777.00
+13.51%
-8,992.00
Total Equity Gross Minority Interest
1,788.00
-49.61%
3,548.00
-31.21%
5,158.00
+43.44%
3,596.00
Total Capitalization
6,463.00
-13.99%
7,514.00
-6.40%
8,028.00
+36.69%
5,873.00
Invested Capital
5,420.00
-9.77%
6,007.00
-10.61%
6,720.00
+32.54%
5,070.00
Total Debt
6,562.00
+10.30%
5,949.00
+5.61%
5,633.00
+7.68%
5,231.00
Net Debt
—
—
—
950.00
Net Tangible Assets
-5,383.00
-41.43%
-3,806.00
-36.71%
-2,784.00
+31.78%
-4,081.00
Tangible Book Value
-6,451.00
-21.42%
-5,313.00
-22.25%
-4,346.00
+22.98%
-5,643.00
Commercial Paper
—
0.00
-100.00%
254.00
0.00
Derivative Product Liabilities
151.00
-78.73%
710.00
+1872.22%
36.00
-93.98%
598.00
Investments In Other Ventures Under Equity Method
3,779.00
+1.61%
3,719.00
+9.90%
3,384.00
+7.36%
3,152.00
Preferred Shares Number
44.00
+0.00%
44.00
+0.00%
44.00
+0.00%
44.00
Preferred Stock Equity
1,068.00
-29.13%
1,507.00
-3.52%
1,562.00
+0.00%
1,562.00
Line Item Trend 2025-12-31 2024-12-31 2023-12-31 2022-12-31
Operating Cash Flow
714.00
-64.41%
2,006.00
+1064.42%
-208.00
+16.80%
-250.00
Cash Flow From Continuing Operating Activities
714.00
-64.41%
2,006.00
+1064.42%
-208.00
+16.80%
-250.00
Net Income From Continuing Operations
-1,037.00
-157.74%
1,796.00
+10.59%
1,624.00
-32.16%
2,394.00
Depreciation And Amortization
872.00
+0.46%
868.00
+5.72%
821.00
+29.09%
636.00
Other Non Cash Items
-1,962.00
+54.84%
-4,345.00
-11.73%
-3,889.00
-15.95%
-3,354.00
Stock Based Compensation
277.00
-2.81%
285.00
+21.79%
234.00
-18.18%
286.00
Operating Gains Losses
955.00
+380.88%
-340.00
-217.24%
290.00
-57.97%
690.00
Gain Loss On Investment Securities
1,176.00
+3893.55%
-31.00
-107.45%
416.00
-49.82%
829.00
Change In Working Capital
-3,462.00
-165.90%
-1,302.00
+65.06%
-3,726.00
-165.20%
-1,405.00
Change In Receivables
-1,207.00
-39.06%
-868.00
+40.91%
-1,469.00
-130.97%
-636.00
Changes In Account Receivables
-1,207.00
-39.06%
-868.00
+40.91%
-1,469.00
-130.97%
-636.00
Change In Other Working Capital
-1,178.00
-6100.00%
-19.00
+99.16%
-2,265.00
-487.18%
585.00
Investing Cash Flow
-10,968.00
+30.82%
-15,855.00
-226.84%
-4,851.00
+35.21%
-7,487.00
Cash Flow From Continuing Investing Activities
-10,968.00
+30.82%
-15,855.00
-226.84%
-4,851.00
+35.21%
-7,487.00
Capital Expenditure
-34.00
+77.78%
-153.00
-30.77%
-117.00
+29.94%
-167.00
Capital Expenditure Reported
-34.00
+77.78%
-153.00
-30.77%
-117.00
+29.94%
-167.00
Net Investment Purchase And Sale
-8,004.00
+44.23%
-14,352.00
-418.31%
-2,769.00
+35.77%
-4,311.00
Purchase Of Investment
-28,814.00
-2.60%
-28,084.00
-55.75%
-18,031.00
+15.46%
-21,329.00
Sale Of Investment
20,810.00
+51.54%
13,732.00
-10.02%
15,262.00
-10.32%
17,018.00
Net Business Purchase And Sale
—
0.00
0.00
-100.00%
40.00
Gain Loss On Sale Of Business
0.00
+100.00%
-135.00
-13400.00%
-1.00
-114.29%
7.00
Net Other Investing Changes
-240.00
-137.38%
642.00
+489.09%
-165.00
+68.27%
-520.00
Financing Cash Flow
15,716.00
+26.32%
12,441.00
+38.23%
9,000.00
+27.75%
7,045.00
Cash Flow From Continuing Financing Activities
15,716.00
+26.32%
12,441.00
+38.23%
9,000.00
+27.75%
7,045.00
Net Issuance Payments Of Debt
587.00
+1644.74%
-38.00
-104.23%
899.00
+1550.00%
-62.00
Issuance Of Debt
2,349.00
+288.91%
604.00
-32.81%
899.00
+14883.33%
6.00
Repayment Of Debt
-1,762.00
-174.45%
-642.00
0.00
+100.00%
-43.00
Long Term Debt Issuance
2,349.00
+288.91%
604.00
-32.81%
899.00
+14883.33%
6.00
Long Term Debt Payments
-1,762.00
-174.45%
-642.00
0.00
+100.00%
-43.00
Net Long Term Debt Issuance
587.00
+1644.74%
-38.00
-104.23%
899.00
+2529.73%
-37.00
Net Short Term Debt Issuance
—
0.00
0.00
+100.00%
-25.00
Net Common Stock Issuance
-1,450.00
-43.00%
-1,014.00
-10.34%
-919.00
-8.24%
-849.00
Common Stock Payments
-1,450.00
-43.00%
-1,014.00
-10.34%
-919.00
-8.24%
-849.00
Common Stock Dividend Paid
-314.00
-3.97%
-302.00
-0.33%
-301.00
-2.38%
-294.00
Cash Dividends Paid
-375.00
+1.83%
-382.00
-0.26%
-381.00
-1.87%
-374.00
Repurchase Of Capital Stock
-1,899.00
-77.64%
-1,069.00
-16.32%
-919.00
-8.24%
-849.00
Net Other Financing Charges
17,131.00
+23.16%
13,909.00
+49.80%
9,285.00
+11.46%
8,330.00
Changes In Cash
5,462.00
+487.93%
-1,408.00
-135.73%
3,941.00
+669.51%
-692.00
Effect Of Exchange Rate Changes
36.00
+280.00%
-20.00
-186.96%
23.00
+141.07%
-56.00
Beginning Cash Position
6,964.00
-15.48%
8,239.00
+92.46%
4,281.00
-17.48%
5,188.00
End Cash Position
12,462.00
+78.95%
6,964.00
-15.48%
8,239.00
+92.46%
4,281.00
Free Cash Flow
680.00
-63.30%
1,853.00
+670.15%
-325.00
+22.06%
-417.00
Interest Paid Supplemental Data
293.00
-7.86%
318.00
-7.56%
344.00
+30.80%
263.00
Income Tax Paid Supplemental Data
576.00
—
265.00
+197.75%
89.00
Earnings Losses From Equity Investments
-221.00
-27.01%
-174.00
-39.20%
-125.00
+14.38%
-146.00
Issuance Of Capital Stock
—
—
0.00
0.00
Net Preferred Stock Issuance
-449.00
-716.36%
-55.00
0.00
0.00
Other Cash Adjustment Outside Changein Cash
0.00
-100.00%
153.00
+2650.00%
-6.00
+96.23%
-159.00
Preferred Stock Dividend Paid
-61.00
+23.75%
-80.00
+0.00%
-80.00
+0.00%
-80.00
Preferred Stock Issuance
—
—
0.00
0.00
Preferred Stock Payments
-449.00
-716.36%
-55.00
0.00
0.00
Sale Of Business
—
0.00
0.00
-100.00%
40.00
SEC Filings

Recent 10-K, 10-Q, 8-K, and Form 4 (insider) filings.

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