NYSE · Insurance - Diversified

EQH (EQH) Stock

$49.36 -1.54% NYSE: EQH Financial Services

Valuation

MetricValue
Price$49.36
Market Cap$13.47B
P/E Ratio-16.23
P/B Ratio47.00
P/S Ratio1.10
EPS (TTM)$-4.83
52-Week High$56.61
52-Week Low$35.20
Dividend Yield2.43%

Financials & Margins

MetricValue
ROE-219.79%
ROA-0.26%
ROCE-0.28%
Gross Margin-10.23%
Operating Margin-10.23%
Net Margin-7.26%
Debt/Equity25.37
Current Ratio0.57

Annual Financials (USD)

Metric20212022202320242025
Revenue$7.6B$12.6B$10.5B$12.4B$11.7B
Operating Profit$2.6B$3.0B$738.0M$2.1B$-1.2B
Net Profit$1.8B$2.2B$1.3B$1.3B$-1.4B
EPS$-1.24$5.46$3.48$3.78$-4.83
Op Margin34.3%23.7%7.0%17.0%-10.2%

Balance Sheet (USD)

Metric20212022202320242025
Total Assets$292.3B$252.7B$276.8B$295.9B$318.0B
Total Liabilities$278.7B$249.1B$271.7B$292.3B$316.2B
Cash$5.2B$4.3B$8.2B$7.0B$12.5B
Borrowings$5.9B$5.8B$6.3B$6.8B$6.6B

Latest News

EQH: Raising target price to $50.00 Argus Research · Jul 15, 2026 Here are the Compelling Reasons to Own Equitable Holdings (EQH) Insider Monkey · Jul 14, 2026 UBS Adjusts Price Target on Equitable Holdings to $68 From $63, Maintains Buy Rating MT Newswires · Jul 8, 2026 Is Equitable Holdings (EQH) A Top Extreme Value Stock To Buy Now? Insider Monkey · Jul 4, 2026 Equitable Holdings Schedules Announcement of Second Quarter 2026 Results Business Wire · Jul 1, 2026

Cash Flow (USD)

Metric20212022202320242025
Operating Cash Flow$-193.0M$-250.0M$-208.0M$1.6B$713.0M
Investing Cash Flow$-12.8B$-7.7B$-5.0B$-15.5B$-10.8B
Financing Cash Flow$11.4B$7.5B$8.5B$13.3B$15.6B
Net Cash Flow$-991.0M$-907.0M$4.0B$-1.6B$5.5B
Free Cash Flow$-313.0M$-417.0M$-325.0M$1.5B$679.0M

Valuation & Return Ratios

MetricValue
PEG Ratio0.13
EV / EBITDA14.94
FCF Yield6.48%
Quick Ratio0.56
Interest Coverage-2.08
Return 1Y-3.18%
Return 3Y89.51%
Return 5Y79.82%

Ownership

Insiders Held0.63%
Institutions Held105.23%
Institutions Float Held105.90%
Institutional HolderSharesReport Date
Blackrock Inc.27,321,7602026-03-31
Canada Pension Plan Investment Board18,218,6342026-03-31
Price (T.Rowe) Associates Inc17,525,5342026-03-31
Vanguard Portfolio Management LLC14,625,5292026-03-31
Vanguard Capital Management LLC12,632,9222026-03-31

Peer Comparison

TickerPriceChangeP/EMarket CapDiv Yield
AEG $9.18 +0.44% 14.02 $13.81B 5.20%
BNT $39.66 -3.83% 18.14 $13.19B 0.61%
EG $378.61 +1.06% 8.04 $14.98B 2.11%
ERIE $256.09 +0.21% 21.02 $11.83B 2.25%
EWBC $126.76 -0.08% 13.15 $17.37B 2.13%

About EQH

EQH is led by CEO Mark Pearson, employs 8,000 people, headquartered in New York City, US, publicly traded since 2018.

EQH stock trades at $49.36 with a market capitalization of $13.47B. The stock is valued at a price-to-earnings (P/E) ratio of -16.23, price-to-book of 47.00, price-to-sales of 1.10. Over the past 52 weeks the stock has ranged between $35.20 and $56.61, and currently trades 12.8% below its 52-week high. It pays a dividend yielding 2.43%.

On profitability, EQH generates a return on equity (ROE) of -219.79%, return on capital employed of -0.28%, an operating margin of -10.23%, a net profit margin of -7.26%.

Related Financial Services Stocks

BRK.A Insurance - Diversified $733370.00 +0.00% BRK.B FIRE, MARINE & CASUALTY INSURANCE $482.70 +0.00% JPM Banks - Diversified $354.95 -0.30% V Financial - Credit Services $372.67 -1.77% MA Financial - Credit Services $581.10 -1.39% BAC Banks - Diversified $61.99 +0.08% HSBC Banks - Diversified $103.40 +0.25% MS Financial - Capital Markets $211.16 -1.01% GS Financial - Capital Markets $1002.56 -2.28% RY Banks - Diversified $203.48 -0.33% WFC Banks - Diversified $87.05 +0.76% MUFG Banks - Diversified $22.83 +0.35%

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