NYSE · Insurance - Diversified

Equitable Holdings, Inc. (EQH) Stock

$49.39 +1.65% NYSE: EQH Financial Services

Equitable Holdings, Inc. operates as a global, diversified financial services enterprise, delivering its offerings through four primary divisions.

Valuation

MetricValue
Price$49.39
Market Cap$13.48B
P/E Ratio-16.23
P/B Ratio47.00
P/S Ratio1.10
EPS (TTM)$-4.83
52-Week High$56.61
52-Week Low$35.20
Dividend Yield2.43%

Financials & Margins

MetricValue
ROE-219.79%
ROA-0.26%
ROCE-0.28%
Gross Margin-10.23%
Operating Margin-10.23%
Net Margin-7.26%
Debt/Equity25.37
Current Ratio0.57

Annual Financials (USD)

Metric20212022202320242025
Revenue$7.6B$12.6B$10.5B$12.4B$11.7B
Operating Profit$2.6B$3.0B$738.0M$2.1B$-1.2B
Net Profit$1.8B$2.2B$1.3B$1.3B$-1.4B
EPS$-1.24$5.46$3.48$3.78$-4.83
Op Margin34.3%23.7%7.0%17.0%-10.2%

Balance Sheet (USD)

Metric20212022202320242025
Total Assets$292.3B$252.7B$276.8B$295.9B$318.0B
Total Liabilities$278.7B$249.1B$271.7B$292.3B$316.2B
Cash$5.2B$4.3B$8.2B$7.0B$12.5B
Borrowings$5.9B$5.8B$6.3B$6.8B$6.6B

Latest News

EQH: Raising target price to $50.00 Argus Research · Jul 15, 2026 Here are the Compelling Reasons to Own Equitable Holdings (EQH) Insider Monkey · Jul 14, 2026 UBS Adjusts Price Target on Equitable Holdings to $68 From $63, Maintains Buy Rating MT Newswires · Jul 8, 2026 Is Equitable Holdings (EQH) A Top Extreme Value Stock To Buy Now? Insider Monkey · Jul 4, 2026 Equitable Holdings Schedules Announcement of Second Quarter 2026 Results Business Wire · Jul 1, 2026

Cash Flow (USD)

Metric20212022202320242025
Operating Cash Flow$-193.0M$-250.0M$-208.0M$1.6B$713.0M
Investing Cash Flow$-12.8B$-7.7B$-5.0B$-15.5B$-10.8B
Financing Cash Flow$11.4B$7.5B$8.5B$13.3B$15.6B
Net Cash Flow$-991.0M$-907.0M$4.0B$-1.6B$5.5B
Free Cash Flow$-313.0M$-417.0M$-325.0M$1.5B$679.0M

Valuation & Return Ratios

MetricValue
PEG Ratio0.13
EV / EBITDA14.94
FCF Yield6.48%
Quick Ratio0.56
Interest Coverage-2.08
Return 1Y-4.92%
Return 3Y83.67%
Return 5Y87.28%

Ownership

Insiders Held0.63%
Institutions Held105.23%
Institutions Float Held105.90%
Institutional HolderSharesReport Date
Blackrock Inc.27,321,7602026-03-31
Canada Pension Plan Investment Board18,218,6342026-03-31
Price (T.Rowe) Associates Inc17,525,5342026-03-31
Vanguard Portfolio Management LLC14,625,5292026-03-31
Vanguard Capital Management LLC12,632,9222026-03-31

Peer Comparison

TickerPriceChangeP/EMarket CapDiv Yield
AEGAegon Ltd. $9.14 -0.27% 14.02 $13.74B 5.20%
BNTBrookfield Wealth Solutions Ltd. $43.27 +0.98% 18.14 $14.39B 0.61%
EGEverest Group, Ltd. $389.34 +1.10% 7.17 $15.41B 0.00%
ERIE $229.85 +2.82% 19.99 $10.62B 2.59%
EWBCEast West Bancorp, Inc. $130.91 +0.48% 13.15 $17.93B 2.13%

About Equitable Holdings, Inc.

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.

Equitable Holdings, Inc. is led by CEO Mark Pearson, employs 8,000 people, headquartered in New York City, US, publicly traded since 2018.

Equitable Holdings, Inc. (EQH) stock trades at $49.39 with a market capitalization of $13.48B. The stock is valued at a price-to-earnings (P/E) ratio of -16.23, price-to-book of 47.00, price-to-sales of 1.10. Over the past 52 weeks the stock has ranged between $35.20 and $56.61, and currently trades 12.8% below its 52-week high. It pays a dividend yielding 2.43%.

On profitability, Equitable Holdings, Inc. generates a return on equity (ROE) of -219.79%, return on capital employed of -0.28%, an operating margin of -10.23%, a net profit margin of -7.26%.

Official website: ir.equitableholdings.com

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