NYSE · Insurance - Diversified

Equitable Holdings, Inc. (EQH) Stock

$52.75 -4.16% NYSE: EQH Financial Services

Equitable Holdings, Inc. operates as a global, diversified financial services enterprise, delivering its offerings through four primary divisions.

Valuation

MetricValue
Price$52.75
Market Cap$14.40B
P/E Ratio-16.27
P/B Ratio-18.86
P/S Ratio1.37
EPS (TTM)$-4.83
52-Week High$55.23
52-Week Low$35.20
Dividend Yield2.26%

Financials & Margins

MetricValue
ROE845.66%
ROA-0.28%
ROCE-0.18%
Gross Margin-10.23%
Operating Margin-10.23%
Net Margin-8.72%
Debt/Equity-4.89
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$4.02$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$295.7B$318.0B
Total Liabilities$278.7B$249.1B$271.7B$292.2B$316.2B
Cash$5.2B$4.3B$8.2B$7.0B$12.5B
Borrowings$5.9B$5.8B$5.6B$5.9B$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 Ratio0.10
EV / EBITDA2.04
FCF Yield9.69%
Quick Ratio10.10
Interest Coverage-2.70
Return 1Y15.16%
Return 3Y112.11%
Return 5Y78.30%

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
AMPAmeriprise Financial, Inc. $492.19 -0.93% 11.83 $43.48B 1.37%
BHFBrighthouse Financial, Inc. $45.41 -2.03% 3.93 $2.61B 0.00%
CRBGCorebridge Financial Inc. $34.13 -4.10% 19.90 $15.21B 2.94%
JXNJackson Financial Inc. $130.19 -2.35% 164.41 $8.82B 2.74%
LNCLincoln National Corporation $39.84 -3.09% 3.36 $7.63B 4.47%

About Equitable Holdings, Inc.

Equitable Holdings, Inc. operates as a global, diversified financial services enterprise, delivering its offerings through four primary divisions. The Individual Retirement segment focuses on providing variable annuity products predominantly to high-net-worth individuals. Its Group Retirement segment supplies tax-advantaged investment and retirement plans to a variety of organizations, including educational institutions, municipalities, non-profit entities, and small to mid-sized businesses. Through its Investment Management and Research division, the company offers a broad spectrum of investment management, research, and related services to institutional, retail, and private wealth clients, additionally distributing its specialized research offerings. The Protection Solutions segment delivers a range of life insurance products—such as variable universal, indexed universal, and term life—to affluent individuals and owners of small and medium-sized businesses. This segment also extends group insurance coverage, encompassing life, short- and long-term disability, dental, and vision benefits, to small and medium-sized enterprises. Founded in 1859 and based in New York, New York, the company adopted its current name, Equitable Holdings, Inc., in January 2020, having previously been known as AXA Equitable Holdings, Inc.

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

Equitable Holdings, Inc. (EQH) stock trades at $52.75 with a market capitalization of $14.40B. The stock is valued at a negative price-to-earnings (P/E) ratio of -16.27, reflecting a net loss over the last twelve months, a negative price-to-book of -18.86, reflecting negative shareholders' equity, price-to-sales of 1.37. Over the past 52 weeks the stock has ranged between $35.20 and $55.23, and currently trades 4.5% below its 52-week high. It pays a dividend yielding 2.26%.

On profitability, Equitable Holdings, Inc. generates a return on equity (ROE) of 845.66% (not meaningful, as shareholders' equity is negative), return on capital employed of -0.18%, an operating margin of -10.23%, a net profit margin of -8.72%.

Official website: www.equitableholdings.com

Equitable Holdings, Inc. by the numbers, 2016–2025

Between 2016 and 2025 Equitable Holdings, Inc. reported revenue of $11.8B rising to $11.7B, a change of -0.8% across 10 years. Compounded, revenue has grown -1.2% a year over five years, -2.6% over three, -6.2% over the last twelve months. Net profit fell to $-1.4B.

Operating margin went from 17.2% in 2016 to -10.2% in 2025, a fall of 27.5 percentage points. The most recent net margin is -8.72%. On a trailing twelve-month basis to Jun '26, revenue is $10.6B and net profit $-926.0M.

Borrowings fell from $8.1B to $6.6B, cash on hand is $17.2B, cash from operations was $713.0M in the latest year, positive in 3 of the last 10.

Return on equity has averaged 433.1% over five years, and was 1864.9% in the most recent year.

The share price itself has compounded at —% a year over five years, —% over three, —% over the last year. Past price movement is history, not a forecast.

Figures are as reported and in the company's own reporting currency. They describe what has already happened and carry no implication about what follows.

Equitable Holdings, Inc. (EQH) — frequently asked questions

What is Equitable Holdings, Inc. (EQH) stock price today?

Equitable Holdings, Inc. (EQH) is currently trading at $52.75, down 4.16% today.

What is EQH P/E ratio?

Equitable Holdings, Inc.'s P/E ratio is -16.27. A negative P/E means the company reported a net loss over the last twelve months, so P/E is not a meaningful valuation measure for it right now.

What is EQH return on equity (ROE)?

Equitable Holdings, Inc.'s return on equity (ROE) is 845.66%. ROE measures net income relative to shareholders' equity. Shareholders' equity is negative, so ROE is not a meaningful measure for this company.

What is Equitable Holdings, Inc.'s market cap?

Equitable Holdings, Inc. has a market capitalization of $14.40B.

Does EQH pay a dividend?

Yes. Equitable Holdings, Inc. currently yields 2.26%. Yield moves with the share price, so it changes daily even when the payment does not.

How much debt does EQH carry?

Equitable Holdings, Inc. has a debt-to-equity ratio of -4.89. That compares total borrowings with shareholders' equity: a figure under 1 means equity exceeds debt.

What is EQH's profit margin?

Equitable Holdings, Inc. reports a net profit margin of -8.72% — the share of revenue left after every cost, including tax and interest.

What sector is EQH in?

Equitable Holdings, Inc. is classified under Financial Services, in the Insurance - Diversified industry. Ratios are most informative compared with other companies in the same industry rather than across the whole market.

Which exchange is EQH listed on?

Equitable Holdings, Inc. trades on NYSE under the ticker EQH.

What is EQH's 52-week range?

Over the last year Equitable Holdings, Inc. has traded between $35.20 and $55.23.

Related Financial Services Stocks

BRK.A Berkshire Hathaway Inc. $733370.00 +0.00% BRK.B Berkshire Hathaway Inc. New $482.70 +0.00% JPM JP Morgan Chase & Co. $331.58 -1.47% V Visa Inc. $407.92 -1.55% MA Mastercard Incorporated $623.60 -1.52% BAC Bank of America Corporation $50.56 -1.02% HSBC HSBC Holdings, plc $90.68 -1.32% MS Morgan Stanley $179.49 -2.44% RY Royal Bank Of Canada $201.17 -0.44% GS Goldman Sachs Group, Inc. (The) $875.68 -1.75% WFC Wells Fargo & Company $82.39 -0.75% MUFG Mitsubishi UFJ Financial Group, Inc. $21.07 -1.59%

Popular Stocks

Apple (AAPL)Microsoft (MSFT)NVIDIA (NVDA)Alphabet (GOOGL)Amazon (AMZN)Meta (META)Tesla (TSLA)Broadcom (AVGO)Eli Lilly (LLY)Exxon Mobil (XOM)

Screens EQH currently matches

On the figures above, Equitable Holdings, Inc. passes the filters for 13 of our ready-made screens, among them Dividend Stocks, High ROE Stocks, Low Debt Stocks. Appearing on a screen means the numbers meet its filters today and nothing more; the list is rebuilt whenever the data changes.

Dividend StocksHigh ROE StocksLow Debt StocksCompanies With Highest ROELow Debt High ROE StocksLarge Cap StocksBank StocksStock Screener StarterStocks Under $100Large Cap Dividend StocksNYSE Listed StocksHigh ROE Stocks Under $100Negative Working Capital Stocks

Related stock screens

High ROE Financial Services StocksLow P/E Financial Services StocksHigh Net Margin Financial Services StocksDividend Financial Services StocksLow Debt Financial Services StocksHigh ROE StocksLow P/E StocksHigh Net Margin StocksDividend StocksLow Debt StocksNYSE High ROE StocksAll stock screens
Run Stock Screener Investing Guides

Data for information only, not investment advice. Figures may be delayed or inaccurate; verify against company filings. See our disclaimer.