Stock Evaluator: Equitable Holdings, Inc. (EQH)

Equitable Holdings, Inc. EQH

$47.65 -1.23 -2.52%
July 31, 2026 4:00:03 PM EST November 10, 2021 Volume: 4,760,752
After Hours: $120.37   0.15  |  0.12% November 10, 2021 7:59 PM EST Volume: 72,713
USD NYSE | DELAYED PRICE
SECTOR INDUSTRY
Financials Financial Services

A+ Stock Grade Summary:

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COMPANY SUMMARY
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. The Group Retirement 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. It offers guaranteed and structured investment option, and personal income benefit variable annuity products and open architecture mutual fund platform. The Asset Management segment offers investment management and related services to various clients through institutions, retail, and private wealth management. The Protection Solutions segment provides life insurance products, such as VUL and COLI insurance, IUL insurance, and term life; and employee benefits business which includes group life, supplemental life, dental, vision, short-term disability, long-term disability, critical illness, accident and hospital indemnity insurance products to small and medium-sized businesses. The Wealth Management segment offers discretionary and non-discretionary investment advisory accounts, financial planning and advice, life insurance, and annuity products. The Legacy segment consists of the capital intensive fixed-rate GMxB business that includes ROP death benefits. 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.

Commentary & Analysis


Financial Summary

Share Statistics EQH Industry
Median
Percentile
(All Stocks)
Market Cap (Mil) $13,414.4 $2,409.3 81%
Shares Out (Mil) 283.8 72.0 82%
Institutional Ownership 99.4% 86.6% 88%
Float (Mil) 261.1 61.7 78%
Beta 1.11 0.93 66%
Avg Daily Volume (000s) 2,657 441 86%
Price Change
(52-week)
(5.5%) 76.1% 41%
Growth EQH Industry
Median
Percentile
(All Stocks)
Sales (5yr) 4.0% 10.9% 31%
Net Income (5yr) (16.3%) 8.2% 24%
EPS (5yr) (25.4%) 11.4% 10
Dividends (5yr) 9.7% 0.0% 75%
Cash Flow (5yr) 35.5% (15.0%) 89%
Estimates Qtrly Current
Fiscal
Year
Next
Fiscal
Year
# of Estimates 12 12 13
Current EPS $1.645 $7.148 $8.926
Month Ago EPS $1.682 $7.076 $8.808
# Rev Up 1 0 0
# Rev Down 0 1 1
Three Months Ago EPS $1.740 $7.155 $8.787
Year/Year Chg (23.1%) (247.9%) (317.4%)
Financials EQH Industry
Median
Percentile
(All Stocks)
Sales (TTM) (Mil) $11,324 $1,233 85%
Net Income (TTM) (Mil) ($822) $73 2%
EPS (TTM) ($3.029) $0.700 11%
Operating Cash Flow (TTM) (Mil) $1,055 $165 81%
Net Cash Flow (TTM) (Mil) $1,740 $22 97%
Long-Term Debt (Q1) (Mil) $6,927 $696 88%
Enterprise Value (Q1) (Mil) $9,642 $3,560 73%
Valuation EQH Industry
Median
Percentile
(All Stocks)
P/B na 1.44 na
P/E na 15.1 na
Dividend Yield 2.3% 0.0% 79%
PEG (5yr hist) na 1.0 na
Ratios EQH Industry
Median
Percentile
(All Stocks)
Gross Margin 13.2% 60.7% 12%
Net Margin (7.3%) 7.0% 23%
ROA (0.3%) 1.1% 38%
ROE na 11.5% na
Liabilities to Assets 99.3% 75.2% 94%
F-Score 4 5 34%

Equitable Holdings, Inc. did not pass any screens on 7/31/2026.

Price and market data provided by QuoteMedia and delayed a minimum of 15 minutes unless otherwise indicated. Fundamental data provided by AAII's Stock Investor Pro and S&P Global Market Intelligence and are updated through the previous trading day.

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