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Equitable Holdings Stock

Equitable Holdings, Inc.

EQHNYSEBeobachtung
US$53.21
-0.5% today

Company data

Sector
Financial Services
Industry
Asset Management
Country
United States
CEO
Mark Pearson
Employees
8,000
Market cap
$14.5 B
IPO
10/05/2018

Equitable Holdings, Inc. operates as a global, diversified financial services enterprise headquartered in New York City. Founded in 1859, the company delivers its offerings through four primary divisions. The Individual Retirement segment focuses on providing variable annuity products predominantly to high-net-worth…

Company description based on the data provider's company data, AI-assisted, created on 16/10/2026. Not investment advice.

Equitable Holdings stock: price history

16/10/25+12.7 %16/10/26

1D

-0.5%

1W

+0.5%

1M

-1.2%

6M

+27.5%

YTD

+11.7%

1Y

+12.7%

2Y

+19.4%

5Y

+66.1%

10Y

–

Next earnings date

Next earnings date

02/11/2026 (in 16 days)

Volatility around earnings

~10% stronger price swings than usual

Equitable Holdings stock scores

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  • Quality

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  • Dividend

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  • Growth

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  • Earnings

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Deterministically calculated from financial metrics, not investment advice. Updated nightly, last on 17/10/2026.

Business model & megatrends

Business model

Robust business model that benefits noticeably from at least one megatrend.

Why this value? Details with Pro only.

Equitable Holdings offers a diversified range of financial services encompassing retirement planning, wealth management, and insurance. The business model is built on four main segments: individual retirement planning through variable annuity products, group retirement solutions for organizations such as schools and municipalities, investment management, as well as specialized research services and various life insurance products designed to protect individuals and businesses. Target customers include a broad base of institutional and private investors, high-net-worth individuals, and small to mid-sized enterprises.

Revenue model
Mixed
Recurring revenue
High
Pricing power
Moderate
Moat
None
Moat type
None
Capital intensity
High
Customer concentration
Low

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Analyst assessment of Equitable Holdings

PRICE TARGET LOW

US$61.00

CONSENSUS

US$64.71

MEDIAN

US$65.00

PRICE TARGET HIGH

US$68.00

1

STRONG BUY

19

BUY

1

HOLD

0

SELL

0

STRONG SELL

21

TOTAL · Buy

As of: 12/10/2026

ANALYST FIRMRATINGACTIONDATE
Wells FargoOverweightmaintain12/10/2026
MizuhoOutperformmaintain07/10/2026
BarclaysOverweightmaintain07/10/2026
Evercore ISI GroupOutperformmaintain20/08/2026
Wells FargoOverweightmaintain19/08/2026
Keefe, Bruyette & WoodsOutperformmaintain11/08/2026
BarclaysOverweightmaintain05/08/2026
Keefe, Bruyette & WoodsOutperformmaintain13/07/2026

Equitable Holdings stock metrics

P/E

-16.27

P/B

-18.86

EV/EBITDA

2.29

RETURN ON EQUITY

57.7%

NET MARGIN

-27.3%

DEBT/EQUITY

-4.89

DIVIDEND YIELD

2.1%

AS OF

30/06/2026

Free float & liquidity

FREE FLOAT

99.4%

FLOAT SHARES

271,413,445

AVG. DAILY VOLUME (30D)

3,042,794

Insider transactions (SEC)

ROLETRANSACTIONSHARESPRICEPLAN TYPEDATE

SCOTT BERTRAM L

DirectorSale2,78054.35Spontaneous21/09/2026

MacKay Craig C

DirectorSale2,00054.28Spontaneous18/09/2026

Lane Nick

OfficerSale14,92353.24Spontaneous08/09/2026

Isaacs-Lowe Arlene

DirectorSale1,00052.83Spontaneous04/09/2026

HURD JEFFREY J

OfficerSale4,65951.39Pre-planned18/08/2026
Page 1 / 15

Attention

1 mention today in US forums, about the same as yesterdayPrice since yesterday: -0.5%

Forums (Reddit)

23/0924/09

Institutional holders

FUND / INSTITUTIONSHARESCHANGEAS OF
COMMUNITY TRUST & INVESTMENT CO477,169+28430/09/2026
CONTINENTAL ADVISORS LLC118,000-5,76630/09/2026
Sound Income Strategies, LLC95,885+95,88530/09/2026
WEDGE CAPITAL MANAGEMENT L L P/NC80,903-1,73330/09/2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC59,279+35,66530/09/2026
Page 1 / 3

Dividends

EX-DATEPAY DATEAMOUNTYIELD
03/08/202610/08/2026US$0.302.4 %
01/06/202608/06/2026US$0.302.7 %
04/03/202611/03/2026US$0.272.7 %
24/11/202501/12/2025US$0.272.3 %
05/08/202512/08/2025US$0.272 %
Page 1 / 7

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Comparable stocks

Frequently asked questions about Equitable Holdings stock

What does Equitable Holdings do?

Equitable Holdings, Inc. is a company in the Financial Services sector, Asset Management industry, headquartered in United States.

The CEO is Mark Pearson, the company employs around 8,000 people.

The IPO was on 10/05/2018; the stock trades on NYSE under the ticker EQH.

What do analysts say about Equitable Holdings stock?

21 analysts rate the stock, the consensus is Buy (as of 12/10/2026).

The average price target is US$64.71, ranging from US$61.00 to US$68.00, with a median of US$65.00.

This is an external assessment, not a statement by Market Jury.

When does Equitable Holdings report next?

The next earnings date is 02/11/2026.

Around past earnings, price swings were roughly 10% stronger than usual.

Does Equitable Holdings pay a dividend?

Yes. The last dividend was US$0.30 per share, ex-date 03/08/2026, paid on 10/08/2026.

The dividend yield is 2.1% (as of 30/06/2026).

Which stocks are comparable to Equitable Holdings?

Comparable stocks include BlackRock, Blackstone, KKR &, Apollo Global Management, State Street, Ameriprise Financial, Ares Management and Northern Trust.

How can I get Equitable Holdings stock analyzed?

Clicking "Analyze stock" lets five strategies assess Equitable Holdings against fixed, published rules and judge it bullish, neutral or bearish. The jury states where it disagrees. A free account starts with 5 credits, a quick check costs 1 credit, a full analysis 2 credits.

Not investment advice. Past performance is not an indicator of future results.