Equitable (EQH) Stock Price, News & Analysis

Company Overview

Equitable Holdings, Inc. (NYSE: EQH) is a leading U.S. financial services company offering a broad spectrum of retirement and protection solutions. Originally founded in 1859 as the Equitable Life Assurance Society of the United States, the firm has evolved through more than a century and a half of industry change. In 2018, Equitable became a standalone public company following its separation from AXA, and today it operates under the Equitable brand with headquarters in New York City.

Equitable’s product portfolio centers on life insurance, annuities and employee benefit programs designed to help individuals and institutions build, manage and protect wealth. The company provides fixed, variable and indexed annuity contracts, term and whole life insurance policies, and group benefits plans that include disability, dental and vision coverage. In addition to insurance products, Equitable offers retirement plan services for employers and institutional investors seeking customized 401(k) and pension solutions.

Asset management is a complementary pillar of Equitable’s business, delivered primarily through AllianceBernstein, an independent, global investment manager. This strategic partnership enables Equitable clients to access diversified equity and fixed income strategies across multiple asset classes. Distribution of Equitable’s products occurs through a network of financial professionals, independent broker-dealers and strategic alliances, supplemented by digital platforms that support financial advisors and direct-to-consumer channels.

Under the leadership of President and Chief Executive Officer Mark Pearson, Equitable emphasizes a client-first approach supported by rigorous risk management and a disciplined capital framework. The company serves a broad geographic footprint across the United States, maintaining a regional presence to support local market needs. With a heritage spanning more than 160 years, Equitable continues to focus on innovation in retirement and protection solutions, drawing on its longstanding reputation for stability and service excellence.

Key Stats

• Today's Range: $51.09 to $52.66
• 50-Day Range: $51.34 to $56.11
• 52-Week Range: $36.46 to $56.61
• Volume: 1.54 million shs
• Average Volume: 2.54 million shs
• Market Capitalization: $15.96 billion
• P/E Ratio: 14.27
• Dividend Yield: 2.06%
• Price Target: $64.18
• Consensus Rating: Moderate Buy

Equitable Stock Analysis - MarketRank™

Equitable scored higher than 86% of companies evaluated by MarketBeat, and ranked 186th out of 933 stocks in the finance sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 3.5 / 5
• Analyst Rating: Moderate Buy

Consensus Rating

Equitable has received a consensus rating of Moderate Buy. The company's average rating score is 2.91, and is based on 10 buy ratings, 1 hold rating, and no sell ratings.

Amount of Analyst Coverage

Equitable has been the subject of 6 research reports in the past 90 days, demonstrating strong analyst interest in this stock.

Earnings and Valuation

• Score: 2.5 / 5
• Proj. Earnings Growth: 13.10%

Earnings Growth

Earnings for Equitable are expected to grow by 13.10% in the coming year, from $7.33 to $8.29 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of Equitable is 14.27, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 26.52.

Price to Earnings Ratio vs. Sector

The P/E ratio of Equitable is 14.27, which means that it is trading at a less expensive P/E ratio than the Finance sector average P/E ratio of about 19.20.

Price to Book Value per Share Ratio

Equitable has a P/B Ratio of 8.50. P/B Ratios above 3 indicate that a company could be overvalued with respect to its assets and liabilities.

Short Interest

• Score: 3.0 / 5
• Short Interest Level: Healthy

Percentage of Shares Shorted

2.03% of the float of Equitable has been sold short.

Short Interest Ratio / Days to Cover

Equitable has a short interest ratio ("days to cover") of 2.3, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Equitable has recently increased by 15.85%, indicating that investor sentiment is decreasing significantly.

Dividend

• Score: 2.5 / 5
• Dividend Strength: Moderate

Dividend Yield

Equitable pays a meaningful dividend of 2.08%, higher than the bottom 25% of all stocks that pay dividends.

Dividend Growth

Equitable has only been increasing its dividend for 2 years.

Dividend Coverage

The dividend payout ratio of Equitable is 29.35%. This payout ratio is at a healthy, sustainable level, below 75%.

Dividend Sustainability

Based on earnings estimates, Equitable will have a dividend payout ratio of 13.03% next year. This indicates that Equitable will be able to sustain or increase its dividend.

Sustainability and ESG

• Score: N/A
• Environmental Score: N/A

Percentage of Shares Shorted

2.03% of the float of Equitable has been sold short.

Short Interest Ratio / Days to Cover

Equitable has a short interest ratio ("days to cover") of 2.3, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Equitable has recently increased by 15.85%, indicating that investor sentiment is decreasing significantly.

News and Social Media

• Score: 2.7 / 5
• News Sentiment: 0.93

News Sentiment

Equitable has a news sentiment score of 0.93. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This news sentiment score is similar to the average news sentiment of Finance companies.

News Coverage This Week

MarketBeat has tracked 18 news articles for Equitable this week, compared to 11 articles on an average week.

Search Interest

3 people have searched for EQH on MarketBeat in the last 30 days. This is an increase of 200% compared to the previous 30 days.

Company Ownership

• Score: 2.5 / 5
• Insider Trading: Selling Shares

Insider Buying vs. Insider Selling

In the past three months, Equitable insiders have sold more of their company's stock than they have bought. Specifically, they have bought $0.00 in company stock and sold $7,145,208.00 in company stock.

Percentage Held by Insiders

Only 1.10% of the stock of Equitable is held by insiders.

Percentage Held by Institutions

92.70% of the stock of Equitable is held by institutions. High institutional ownership can be a signal of strong market trust in this company.

EQH Stock Analysis - Frequently Asked Questions

How have EQH shares performed this year?

Equitable's stock was trading at $47.17 on January 1st, 2025. Since then, EQH shares have increased by 11.4% and is now trading at $52.5240.

How were Equitable's earnings last quarter?

Equitable Holdings, Inc. (NYSE:EQH) released its quarterly earnings results on Tuesday, April, 29th. The company reported $1.35 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $1.49 by $0.14. The firm's revenue was up 105.2% compared to the same quarter last year.
Read the conference call transcript.

Does Equitable have any subsidiaries?

Equitable subsidiaries include these companies: 1285 Holdings LLC, 1740 Advisers Inc., 787 Holdings LLC, AB Bernstein Israel Ltd., AB Custom Alternative Investments LLC, AB Europe GmbH, AB Private Credit Investors LLC, and more.

When did Equitable IPO?

Equitable (EQH) raised $3.5 billion in an initial public offering (IPO) on Thursday, May 10th 2018. The company issued 137,300,000 shares at $24.00-$27.00 per share. Morgan Stanley, J.P. Morgan, Barclays and Citigroup acted as the underwriters for the IPO and BofA Merrill Lynch, Credit Suisse, Deutsche Bank Securities, Goldman Sachs, BNP PARIBAS, SOCIETE GENERALE, ING, Credit Agricole CIB, HSBC, Natixis, RBC Capital Markets, Lazard, BBVA, COMMERZBANK, Mizuho Securities, MUFG, PNC Capital Markets, SMBC Nikko, SunTrust Robinson Humphrey and UniCredit Capital Markets were co-managers.

Who are Equitable's major shareholders?

Equitable's top institutional shareholders include Swedbank AB (0.24%), Community Trust & Investment Co. (0.10%), Livforsakringsbolaget Skandia Omsesidigt (0.05%) and Kendall Capital Management (0.04%). Insiders that own company stock include Mark Pearson, Nick Lane, Robin M Raju, Jeffrey J Hurd, Seth P Bernstein, Daniel G Kaye, Charles GT Stonehill, Bertram L Scott, William James Iv Eckert and Kristi Ann Matus.
View institutional ownership trends.

How do I buy shares of Equitable?

Shares of EQH stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

What other stocks do shareholders of Equitable own?

Based on aggregate information from My MarketBeat watchlists, some other companies that Equitable investors own include NVIDIA (NVDA), Meta Platforms (META), Advanced Micro Devices (AMD), Broadcom (AVGO), Netflix (NFLX), Costco Wholesale (COST) and Palo Alto Networks (PANW).

Company Calendar

• Last Earnings: 4/29/2025
• Record date for 6/9 Dividend: 6/02/2025
• Ex-Dividend for 6/9 Dividend: 6/02/2025
• Dividend Payable: 6/09/2025
• Today: 7/17/2025
• Next Earnings (Estimated): 8/05/2025
• Fiscal Year End: 12/31/2025

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Finance
• Industry: INS - MULTI LINE
• Sub-Industry: Insurance
• Current Symbol: NYSE:EQH
• CIK: 1333986
• Web: www.equitableholdings.com
• Phone: (212) 554-1234
• Fax: N/A
• Employees: 8,000
• Year Founded: 1859

Price Target and Rating

• Average Price Target for Equitable: $64.18
• High Price Target: $75.00
• Low Price Target: $53.00
• Potential Upside/Downside: +24.1%
• Consensus Rating: Moderate Buy
• Rating Score (0-4): 2.91
• Research Coverage: 11 Analysts

Profitability

• EPS (Trailing Twelve Months): $3.68
• Trailing P/E Ratio: 14.05
• Forward P/E Ratio: 7.06
• P/E Growth: N/A
• Net Income: $1.31 billion
• Net Margins: 8.50%
• Pretax Margin: 13.98%
• Return on Equity: 79.05%
• Return on Assets: 0.67%

Debt

• Debt-to-Equity Ratio: 2.39
• Current Ratio: 0.10
• Quick Ratio: 0.10

Sales & Book Value

• Annual Sales: $12.44 billion
• Price / Sales: 1.26
• Cash Flow: $9.12 per share
• Price / Cash Flow: 5.67
• Book Value: $6.18 per share
• Price / Book: 8.37

Miscellaneous

• Outstanding Shares: 303,890,000
• Free Float: 300,552,000
• Market Cap: $15.72 billion
• Optionable: Optionable
• Beta: 1.15