Equitable (EQH) Stock Price, News & Analysis

Company Overview

Equitable Holdings, Inc. (NYSE: EQH) is a leading provider of life insurance, annuities and retirement plan services in the United States. Through its insurance subsidiary, AXA Equitable Life Insurance Company, the firm offers a broad range of permanent and term life insurance products designed to help individuals and families manage risk and build wealth. In addition, Equitable provides fixed, variable and indexed annuity solutions to support income planning in retirement, as well as a suite of group retirement and pension plan services for employers and plan sponsors.

The company also maintains an asset management arm that delivers investment strategies across equities, fixed income and alternative asset classes for both retail and institutional clients. By leveraging its investment management capabilities, Equitable seeks to enhance the long-term returns and stability of its insurance and retirement offerings. Distribution of its products is conducted through a network of financial professionals, brokers and registered representatives, enabling tailored advice and planning solutions across diverse customer segments.

Equitable’s heritage dates back to the 19th century and the founding of the Equitable Life Assurance Society in 1859. Over time, it became part of the global AXA Group and, following a strategic separation, rebranded as Equitable Holdings in 2020 to underscore its independent, U.S.-focused leadership. Headquartered in New York City, the firm operates across the United States and supports clients through regional offices and digital platforms.

Under the leadership of President and CEO Mark Pearson, Equitable continues to emphasize financial strength, risk management and product innovation. The company’s governance team and board of directors bring extensive experience in insurance, asset management and financial services, guiding strategic initiatives aimed at enhancing policyholder value and expanding its position in the retirement solutions market.

Key Stats

• Today's Range: $52.94 to $53.66
• 50-Day Range: $50.04 to $56.11
• 52-Week Range: $37.99 to $56.61
• Volume: 2.45 million shs
• Average Volume: 3.17 million shs
• Market Capitalization: $15.96 billion
• P/E Ratio: 42.96
• Dividend Yield: 2.03%
• Price Target: $64.90
• Consensus Rating: Moderate Buy

Equitable Stock Analysis - MarketRank™

Equitable scored higher than 76% of companies evaluated by MarketBeat, and ranked 370th out of 941 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: 2.5 / 5
• Analyst Rating: Moderate Buy

Consensus Rating

Equitable has received a consensus rating of Moderate Buy. The company's average rating score is 2.90, and is based on 9 buy ratings, 1 hold rating, and no sell ratings.

Amount of Analyst Coverage

Equitable has only been the subject of 4 research reports in the past 90 days.

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 42.96, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 270.85.

Price to Earnings Ratio vs. Sector

The P/E ratio of Equitable is 42.96, which means that it is trading at a less expensive P/E ratio than the Finance sector average P/E ratio of about 228.59.

Price to Book Value per Share Ratio

Equitable has a P/B Ratio of 11.58. P/B Ratios above 3 indicate that a company could be overvalued with respect to its assets and liabilities.

Short Interest

• Score: 4.0 / 5
• Short Interest Level: Healthy

Percentage of Shares Shorted

1.53% 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 1.8, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Equitable has recently decreased by 2.76%, indicating that investor sentiment is improving.

Dividend

• Score: 1.7 / 5
• Dividend Strength: Weak

Dividend Yield

Equitable pays a meaningful dividend of 2.03%, 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 87.10%. Payout ratios above 75% are not desirable because they may not be sustainable.

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

1.53% 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 1.8, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Equitable has recently decreased by 2.76%, indicating that investor sentiment is improving.

News and Social Media

• Score: 3.0 / 5
• News Sentiment: 1.38

News Sentiment

Equitable has a news sentiment score of 1.38. 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 is a higher news sentiment than the 1.18 average news sentiment score of Finance companies.

News Coverage This Week

MarketBeat has tracked 22 news articles for Equitable this week, compared to 15 articles on an average week.

MarketBeat Follows

Only 2 people have added Equitable to their MarketBeat watchlist in the last 30 days. This is a decrease of -33% 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 $7,549,152.00 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 at the start of the year. Since then, EQH stock has increased by 12.9% and is now trading at $53.2740.

How were Equitable's earnings last quarter?

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

Does Equitable have any subsidiaries?

The following companies are subsidiaries of Equitable: 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 others.

When did Equitable IPO?

Equitable (EQH) raised $3.5 billion in an initial public offering on Thursday, May 10th 2018. The company issued 137,300,000 shares at a price of $24.00-$27.00 per share. Morgan Stanley, J.P. Morgan, Barclays and Citigroup served 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?

Top institutional investors of Equitable include Vanguard Group Inc. (11.21%), Canada Pension Plan Investment Board (5.88%), Norges Bank (4.15%) and State Street Corp (4.12%). 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
• Record date for 8/12 Dividend: 8/05/2025
• Ex-Dividend for 8/12 Dividend: 8/05/2025
• Dividend Payable: 8/12/2025
• Today: 8/30/2025
• Next Earnings (Estimated): 11/03/2025
• 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: $64.90
• High Price Target: $75.00
• Low Price Target: $58.00
• Potential Upside/Downside: +21.8%
• Consensus Rating: Moderate Buy
• Rating Score (0-4): 2.90
• Research Coverage: 10 Analysts

Profitability

• EPS (Trailing Twelve Months): $1.24
• Trailing P/E Ratio: 42.96
• Forward P/E Ratio: 7.27
• P/E Growth: N/A
• Net Income: $1.31 billion
• Net Margins: 3.51%
• Pretax Margin: 7.50%
• Return on Equity: 81.58%
• Return on Assets: 0.65%

Debt

• Debt-to-Equity Ratio: 4.94
• Current Ratio: 0.14
• Quick Ratio: 0.14

Sales & Book Value

• Annual Sales: $12.44 billion
• Price / Sales: 1.28
• Cash Flow: $9.15 per share
• Price / Cash Flow: 5.82
• Book Value: $4.60 per share
• Price / Book: 11.58

Miscellaneous

• Outstanding Shares: 299,540,000
• Free Float: 296,241,000
• Market Cap: $15.96 billion
• Optionable: Optionable
• Beta: 1.14