EQH

Company Overview — What Does Equitable Holdings, Inc. Do?

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. Equitable Holdings, Inc. (EQH) is classified as a large-cap stock in the Financials sector, specifically within the Insurance industry. The company is led by CEO Mark Pearson and employs approximately 8,200 people. With a market capitalization of $10.6B, EQH is one of the prominent companies in the Financials sector.

Equitable Holdings, Inc. (EQH) Stock Rating — Avoid (April 2026)

As of April 2026, Equitable Holdings, Inc. receives a Avoid rating with a composite score of 27.3/100 and 1 out of 5 stars from the Blank Capital Research quantitative model.EQH ranks #3,962 out of 4,446 stocks in our coverage universe. Within the Financials sector, Equitable Holdings, Inc. ranks #849 of 891 stocks, placing it in the lower half of its Financials peers. The rating is generated by a multi-factor model that weighs quality (30%), momentum (25%), value (15%), investment (10%), stability (10%), and short interest (10%).

EQH Stock Price and 52-Week Range

Equitable Holdings, Inc. (EQH) currently trades at $37.43. The stock lost $1.05 (2.7%) in the most recent trading session. The 52-week high for EQH is $56.61, which means the stock is currently trading -33.9% from its annual peak. The 52-week low is $36.79, putting the stock 1.7% above its annual trough. Recent trading volume was 5.2M shares, reflecting moderate market activity.

Is EQH Overvalued or Undervalued? — Valuation Analysis

Equitable Holdings, Inc. (EQH) carries a value factor score of 23/100 in the Blank Capital model, signaling premium valuation that prices in significant future growth. The price-to-book ratio stands at 7.25x, versus the sector average of 1.22x. The price-to-sales ratio is 0.93x, compared to 0.90x for the average Financials stock.

At current multiples, Equitable Holdings, Inc. trades at a premium to most Financials peers. This elevated valuation may be justified if the company can sustain above-average growth rates and profitability, but it also creates downside risk if earnings disappoint expectations.

Equitable Holdings, Inc. Profitability — ROE, Margins, and Quality Score

Equitable Holdings, Inc. (EQH) earns a quality factor score of 12/100, signaling below-average profitability metrics relative to the broader market. The return on equity (ROE) is -90.2%, compared to the Financials sector average of 8.5%, which is below typical expectations for high-quality companies. Return on assets (ROA) comes in at -0.4% versus the sector average of 1.2%.

On a margin basis, Equitable Holdings, Inc. reports gross margins of 60.0%. The operating margin is -26.3% (sector: 21.8%). Net profit margin stands at -22.9%, versus 17.7% for the average Financials stock. Revenue growth is running at -58.7% on a trailing basis, compared to 9.4% for the sector. Profitability is below benchmark levels, which may reflect industry headwinds, elevated reinvestment, or structural challenges.

EQH Debt, Balance Sheet, and Financial Health

Equitable Holdings, Inc. has a debt-to-equity ratio of 21569.0%, compared to the Financials sector average of 121.0%. This elevated leverage warrants close monitoring, as it increases the company's sensitivity to rising interest rates and economic downturns. The current ratio is 1.01x, suggesting adequate working capital coverage. Total debt on the balance sheet is $3.83B. Cash and equivalents stand at $13.60B.

EQH has a beta of 1.40, meaning it is more volatile than the broader market — a $10,000 investment in EQH would be expected to move 39.5% more than the S&P 500 on any given day. The stability factor score for Equitable Holdings, Inc. is 55/100, reflecting average volatility within the normal range for its sector.

Equitable Holdings, Inc. Revenue and Earnings History — Quarterly Trend

In TTM 2026, Equitable Holdings, Inc. reported revenue of $11.46B and earnings per share (EPS) of $-4.83. Net income for the quarter was $-1.32B. Gross margin was 60.0%. Operating income came in at $-1.55B.

In FY 2025, Equitable Holdings, Inc. reported revenue of $11.66B and earnings per share (EPS) of $-4.83. Net income for the quarter was $-1.04B. Revenue grew -6.2% year-over-year compared to FY 2024. Operating income came in at $-1.19B.

In Q3 2025, Equitable Holdings, Inc. reported revenue of $1.45B and earnings per share (EPS) of $-4.47. Net income for the quarter was $-1.22B. Revenue grew -52.9% year-over-year compared to Q3 2024. Operating income came in at $-1.35B.

In Q2 2025, Equitable Holdings, Inc. reported revenue of $2.36B and earnings per share (EPS) of $-1.21. Net income for the quarter was $-283M. Revenue grew -32.7% year-over-year compared to Q2 2024. Operating income came in at $-363M.

Over the past 8 quarters, Equitable Holdings, Inc. has demonstrated a growth trajectory, with revenue expanding from $3.51B to $11.46B. Investors analyzing EQH stock should weigh these quarterly trends alongside the valuation and quality metrics discussed above.

EQH Dividend Yield and Income Analysis

Equitable Holdings, Inc. (EQH) currently pays a dividend yield of 2.0%. At this yield, a $10,000 investment in EQH stock would generate approximately $$201.00 in annual dividend income. This compares to the Financials sector average dividend yield of 2.5%, meaning EQH yields less than the typical sector peer.

EQH Momentum and Technical Analysis Profile

Equitable Holdings, Inc. (EQH) has a momentum factor score of 24/100, signaling weak relative price performance. Stocks with low momentum scores have historically tended to continue underperforming in the near term. The investment factor score is 39/100, which measures capital allocation efficiency and asset growth patterns. The short interest score of 50/100 reflects moderate short selling activity.

EQH vs Competitors — Financials Sector Ranking and Peer Comparison

Within the Financials sector, Equitable Holdings, Inc. (EQH) ranks #849 out of 891 stocks based on the Blank Capital composite score. This places EQH in the lower half of all Financials stocks in our coverage universe. Key competitors and sector peers include WHITE MOUNTAINS INSURANCE GROUP LTD (WTM) with a score of 62.9/100, OPPENHEIMER HOLDINGS INC (OPY) with a score of 62.6/100, Enact Holdings, Inc. (ACT) with a score of 61.6/100, International General Insurance Holdings Ltd. (IGIC) with a score of 61.3/100, and PARKE BANCORP, INC. (PKBK) with a score of 60.4/100.

Comparing EQH against the S&P 500 benchmark is also instructive for understanding relative performance. Investors can view the full EQH vs S&P 500 (SPY) comparison to assess how Equitable Holdings, Inc. stacks up against the broader market across all factor dimensions.

EQH Next Earnings Date

No upcoming earnings date has been announced for Equitable Holdings, Inc. (EQH) at this time. Check the earnings calendar for the latest scheduling updates across all stocks in our coverage universe.

Should You Buy EQH? — Investment Thesis Summary

The quantitative profile for Equitable Holdings, Inc. suggests caution. The quality score of 12/100 flags below-average profitability. The value score of 23/100 indicates premium valuation. Momentum is weak at 24/100, a headwind for near-term performance.

In summary, Equitable Holdings, Inc. (EQH) earns a Avoid rating with a composite score of 27.3/100 as of April 2026. The rating is derived from the Blank Capital Research methodology, which combines six factor dimensions into a single quantitative ranking. Investors should consider these quantitative signals alongside their own fundamental research, risk tolerance, and investment time horizon before making buy or sell decisions on EQH stock.

Related Resources for EQH Investors

Explore more research and tools: EQH vs S&P 500 comparison, top Financials stocks, stock screener, our methodology, quality factor explained, value factor explained, momentum factor explained. Compare EQH head-to-head with peers: EQH vs WTM, EQH vs OPY, EQH vs ACT.