Equitable Holdings (EQH) Stock Overview
Together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. More details
| Snowflake Score | |
|---|---|
| Valuation | 5/6 |
| Future Growth | 5/6 |
| Past Performance | 0/6 |
| Financial Health | 2/6 |
| Dividends | 2/6 |
EQH Community Fair Values
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Analyst Price Targets
Equitable Holdings, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$52.09 |
| 52 Week High | US$55.15 |
| 52 Week Low | US$35.20 |
| Beta | 1.09 |
| 1 Month Change | -1.10% |
| 3 Month Change | 19.45% |
| 1 Year Change | -1.20% |
| 3 Year Change | 82.07% |
| 5 Year Change | 76.46% |
| Change since IPO | 156.10% |
Recent News & Updates
Seeking Alpha • Aug 11
Equitable Holdings: Buybacks And Credit Resilience Make Shares Attractive
Summary Equitable Holdings remains a "Strong Buy," supported by robust financials, a favorable rate environment, and the upcoming Corebridge merger. EQH is on track for $1.8 billion cash generation and at least $4.30/share capital returns in 2026, with buybacks reducing share count by 8%. The CRBG merger is expected to deliver $550 million in cost synergies and ~10% EPS accretion by 2027, with minimal regulatory risk. Shares trade at just 7x earnings, with the merger and ongoing buybacks supporting multiple expansion toward the mid-$60s on $8+ run-rate EPS. Read the full article on Seeking Alpha
Narrative Update • Aug 06
EQH: Corebridge Merger And Retirement Spreads Will Support Future Share Upside
Equitable Holdings has had its analyst price target raised to $61.00, with analysts citing factors such as revised operating earnings expectations, improved retirement spreads, and slightly higher target P/E multiples across recent research updates. Analyst Commentary Recent research on Equitable Holdings points to a cluster of higher price targets, with analysts focusing on earnings execution, valuation multiples, and the outlook for the retirement and life insurance businesses.Recent updates
Seeking Alpha • Aug 11
Equitable Holdings: Buybacks And Credit Resilience Make Shares Attractive
Summary Equitable Holdings remains a "Strong Buy," supported by robust financials, a favorable rate environment, and the upcoming Corebridge merger. EQH is on track for $1.8 billion cash generation and at least $4.30/share capital returns in 2026, with buybacks reducing share count by 8%. The CRBG merger is expected to deliver $550 million in cost synergies and ~10% EPS accretion by 2027, with minimal regulatory risk. Shares trade at just 7x earnings, with the merger and ongoing buybacks supporting multiple expansion toward the mid-$60s on $8+ run-rate EPS. Read the full article on Seeking AlphaNarrative Update • Aug 06
EQH: Corebridge Merger And Retirement Spreads Will Support Future Share Upside
Equitable Holdings has had its analyst price target raised to $61.00, with analysts citing factors such as revised operating earnings expectations, improved retirement spreads, and slightly higher target P/E multiples across recent research updates. Analyst Commentary Recent research on Equitable Holdings points to a cluster of higher price targets, with analysts focusing on earnings execution, valuation multiples, and the outlook for the retirement and life insurance businesses.Narrative Update • Jul 10
EQH: Corebridge Merger Synergies And Sector Tailwinds Will Support Share Upside
Analysts have modestly lifted the blended price target for Equitable Holdings to about $60 per share from roughly $58, citing reduced private credit concerns for U.S. life insurers and a more supportive backdrop for annuity writers as key factors behind their updated assumptions. Analyst Commentary Recent Street research on Equitable Holdings highlights a generally constructive tone on the stock, with several price target adjustments clustered in the US$50 to high US$60 range.Narrative Update • Jun 22
EQH: Corebridge Merger And Capital Returns Set To Support Share Upside
Analysts have nudged the Equitable Holdings fair value estimate higher in line with recent Street price target moves, including UBS lifting its target to $63 from $58, reflecting updated assumptions around discount rates, revenue growth and future P/E expectations. Analyst Commentary Street research around Equitable Holdings has been active, with several firms revisiting their assumptions on discount rates, growth expectations and target P/E multiples.Narrative Update • Jun 04
EQH: Corebridge Merger And Cash Returns Will Drive Future Share Upside
Narrative Update on Equitable Holdings The analyst price target for Equitable Holdings has shifted modestly, with recent changes in discount rate, revenue growth and profit margin assumptions reflecting a mixed set of analyst views that incorporate both recent target increases of a few dollars and reductions of up to $8 across the Street. Analyst Commentary Recent Street research around Equitable Holdings reflects a split view, with a mix of price target increases, reductions and at least one ratings upgrade.Narrative Update • May 21
EQH: Post Merger Share Repurchases And Capital Returns Will Support Future Upside
Narrative Update: Equitable Holdings Price Target Shift Analysts have adjusted the implied fair value estimate for Equitable Holdings by about $0.54 to $57.92, reflecting updated assumptions around revenue growth, profit margins, and future P/E, alongside mixed but active Street price target revisions across firms covering the stock. Analyst Commentary Recent Street research on Equitable Holdings reflects an active mix of price target changes and rating actions.Narrative Update • May 05
EQH: Post Merger Cash Returns And Buybacks Will Drive Future Upside
Analysts made a small adjustment to the $57.46 price target on Equitable Holdings to $57.38, reflecting a mix of recent target raises and cuts across firms as they refine discount rate, growth, margin and forward P/E assumptions. Analyst Commentary Recent research on Equitable Holdings shows a mix of optimism and caution as analysts revise their models, reset price targets and, in some cases, refresh ratings across the life and annuity space.Narrative Update • Apr 19
EQH: Cash Generation And Capital Management Will Drive Post Merger Upside Potential
Analyst price targets for Equitable Holdings have been trimmed to about $57 from roughly $61, as analysts adjust fair value estimates, revenue growth assumptions, profit margin expectations, and future P/E multiples in light of a recent mix of target cuts and rating updates across the Street. Analyst Commentary Recent Street research on Equitable Holdings reflects a mix of optimism on execution and business quality, alongside more cautious views on valuation and earnings power.Narrative Update • Apr 05
EQH: Cash Generation And Capital Management Will Support Future Upside Potential
Analysts have adjusted the price target framework for Equitable Holdings, with the internal fair value estimate moving by about $0.50 to $60.92 as they factor in updated profit margin assumptions, slightly higher discount rates, and refined forward P/E expectations based on recent Street target revisions across the life and annuity group. Analyst Commentary Recent Street research around Equitable Holdings centers on fine tuning price targets, with several firms adjusting their models for updated earnings plans, sector level valuation work, and new long term EPS frameworks.Narrative Update • Mar 22
EQH: Capital Returns And Cash Generation Will Underpin Future Upside Potential
Analyst price targets for Equitable Holdings have been reset modestly lower, with cuts ranging from $1 to $5, as analysts factor in updated EPS frameworks out to 2027 and 2028, evolving sector valuation pressures in life and annuity names, and a more measured industry outlook that still acknowledges capital strength and cash generation. Analyst Commentary Recent research updates show a cluster of modest price target trims, paired with generally positive fundamental views on Equitable Holdings and the broader life and annuity group.Narrative Update • Mar 07
EQH: Capital Returns Will Support Future Upside Despite Sector Headwinds
Analysts are trimming their price targets on Equitable Holdings, with the updated blended fair value easing to about $60 from roughly $61.50 as they factor in higher discount rates, modestly adjusted long term earnings assumptions, and sector wide valuation pressure on life insurers. Analyst Commentary Recent Street research on Equitable Holdings points to a reset in expectations rather than a change in the overall positive stance.Narrative Update • Feb 21
EQH: Capital Strength And Buybacks Will Support Upside Despite Model Headwinds
Narrative Update on Equitable Holdings The consensus analyst price target for Equitable Holdings has been trimmed by $0.50, reflecting a series of modest target reductions as analysts update their models around discount rates, profitability assumptions, and sector level views on life insurers. Analyst Commentary Recent research updates show several price target trims clustered over a short period, but most firms are maintaining positive ratings while fine tuning their expectations for Equitable Holdings.Narrative Update • Feb 06
EQH: Capital Strength And Cash Flow Will Support Upside Despite Modest Model Resets
Analysts have reduced their average price target on Equitable Holdings by about $0.33 to roughly $62.00. This reflects a series of modest target cuts as they refresh models around capital strength, cash flow, and sector-specific earnings drivers ahead of upcoming results.Narrative Update • Jan 22
EQH: Share Repurchases And Capital Strength Will Support Future Returns
Analysts have trimmed their average price target on Equitable Holdings by about US$2, citing refreshed models that reflect slightly lower revenue growth assumptions, a modestly higher discount rate, and updated views on profitability and future P/E multiples. Analyst Commentary Recent research updates on Equitable Holdings cluster around slightly lower price targets, but most still maintain constructive views on the business and sector.Narrative Update • Jan 07
EQH: Strong Life Earnings And Buybacks Will Support Future Share Price
Analysts have trimmed their price target on Equitable Holdings to $59 from $61, reflecting refreshed insurance sector models after Q3 earnings. Updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E are now incorporated into their view.Narrative Update • Dec 14
EQH: Life Insurance Earnings Strength Will Support Future Share Price Recovery
Analysts have modestly reduced their price target on Equitable Holdings to $59 from $61, reflecting updated sector models that factor in solid life insurance earnings but a more cautious outlook for the broader insurance cycle. Analyst Commentary Recent Street research highlights a balanced view on Equitable Holdings, with modest target reductions offset by constructive long term growth expectations within life insurance.Narrative Update • Nov 27
EQH: Life Insurance Earnings Strength Will Drive Share Price Recovery Ahead
Analysts have modestly decreased their consensus price target for Equitable Holdings by $0.33 to $64.17, citing updated sector models and more cautious expectations regarding future earnings growth and industry cycle dynamics. Analyst Commentary Recent research updates on Equitable Holdings reflect a mix of optimism and caution from analysts assessing the company's positioning, sector dynamics, and future growth trajectory.Narrative Update • Nov 13
EQH: Higher Revenue Momentum Will Support Policy Expansion And Cash Flow Stability
Analysts have lowered their price target for Equitable Holdings from $65.27 to $64.50. They cited higher projected revenue growth, but this is tempered by slightly reduced profit margins and valuation metrics.Analysis Article • Nov 07
Equitable Holdings, Inc. Just Reported A Surprise Loss: Here's What Analysts Think Will Happen Next
Equitable Holdings, Inc. ( NYSE:EQH ) shareholders are probably feeling a little disappointed, since its shares fell...Narrative Update • Sep 17
Aging Population Trends Will Expand Retirement Solutions
Analysts remain broadly positive on Equitable Holdings due to strong distributable earnings, robust capital returns, and sector tailwinds, though the consensus price target was revised slightly lower from $65.70 to $65.27. Analyst Commentary Bullish analysts see sector-wide tailwinds for life insurance companies, contrasting with more cautious views on reinsurance due to rising costs of capital.Seeking Alpha • Mar 05
Equitable Holdings: Transformative Actions Support More Upside
Summary Equitable Holdings has shown strong performance, gaining over 60% in the past year, driven by its transformation and robust capital position. The reinsurance deal with RGA frees up $2 billion of capital, enhancing EQH's ability to buy back stock and invest in higher-return segments. EQH's ongoing shift towards fee-based businesses like wealth and asset management improves earnings quality and facilitates easier capital returns to investors. With $1.4 billion in annual capital returns and an 8.75% capital return yield, EQH shares offer potential for over 12% returns, making it a buy. Read the full article on Seeking AlphaShareholder Returns
| EQH | US Diversified Financial | US Market | |
|---|---|---|---|
| 7D | 1.1% | -0.09% | 0.9% |
| 1Y | -1.2% | -1.0% | 15.5% |
Return vs Industry: EQH matched the US Diversified Financial industry which returned -1% over the past year.
Return vs Market: EQH underperformed the US Market which returned 15.5% over the past year.
Price Volatility
| EQH volatility | |
|---|---|
| EQH Average Weekly Movement | 4.6% |
| Diversified Financial Industry Average Movement | 6.0% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.6% |
| 10% least volatile stocks in US Market | 3.0% |
Stable Share Price: EQH has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: EQH's weekly volatility (5%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1859 | 8,000 | Mark Pearson | ir.equitableholdings.com |
Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through six segments: Individual Retirement, Group Retirement, Asset Management, Protection Solutions, Wealth Management, and Legacy. The Individual Retirement variable annuity products, including structured capital strategies, retirement cornerstone, and investment edge primarily to affluent and high net worth individuals.
Equitable Holdings, Inc. Fundamentals Summary
| EQH fundamental statistics | |
|---|---|
| Market cap | US$14.21b |
| Earnings (TTM) | -US$982.00m |
| Revenue (TTM) | US$10.62b |
1.3x
P/S Ratio-14.5x
P/E RatioIs EQH overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| EQH income statement (TTM) | |
|---|---|
| Revenue | US$10.62b |
| Cost of Revenue | US$4.73b |
| Gross Profit | US$1.36b |
| Other Expenses | US$2.34b |
| Earnings | -US$982.00m |
Last Reported Earnings
Jun 30, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | -3.60 |
| Gross Margin | 12.77% |
| Net Profit Margin | -9.25% |
| Debt/Equity Ratio | 586.1% |
How did EQH perform over the long term?
See historical performance and comparisonDividends
2.3%
Current Dividend Yield-33%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/09 21:42 |
| End of Day Share Price | 2026/09/09 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Equitable Holdings, Inc. is covered by 22 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Taylor Scott | Barclays |
| Tracy Dolin-Benguigui | Barclays |
| Michael Zaremski | BMO Capital Markets Equity Research |