
Equitable Holdings, Inc.
EQHNYSEFinancial ServicesAsset Management
Previous close
$48.90
+$0.15 · +0.31%
EQH company overview
Regular session · ET · Market data may be delayed.
GoAI snapshot
AI-powered factor overview
GoAI score
Hold
Wait — insufficient conviction to act
Valuation
20
Overpriced
Momentum
46
Neutral
Sentiment
67
Bullish
Risk resilience
68
Moderate Risk
Full GoAI research
Thesis, catalysts, evidence, and risk analysis.
AI-generated, informational only, and not investment advice.
Company profile
Company websiteEquitable 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.
- Industry
- Asset Management
- Sector
- Financial Services
- Headquarters
- US
- CEO
- Mark Pearson
- Listed since
- May 10, 2018
- Employees
- 8,000
Market position
Day range
Current $48.90
52-week range
Current $48.90
- Open
- $49.435
- Previous close
- $48.75
- Volume
- 1.65M
- 0.45× average
- Average volume
- 3.69M
- Average daily volume
- Market cap
- 13.35B USD
- Beta
- 1.09
- Market reference 1
- 50-day average
- $47.8056
- +2.29% above average
- 200-day average
- $44.3805
- +10.18% above average
Financials
Financial snapshot
Latest / TTMValuation & yield
- Enterprise value
- 8.3B USD
- EV / EBITDA
- -85.61×
- Earnings yield
- -9.72%
- Free cash flow yield
- 4.78%
Profitability & efficiency
- Return on equity
- 1864.86%
- Return on assets
- -0.43%
- Return on invested capital
- -0.58%
Financial health
- Current ratio
- 0.57×
Financial statements
Margin trends
Profitability as a percentage of reported revenue.
Income trends
Revenue
Operating income
Net income
| Metric (USD) | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Revenue | 11.67B USD | 12.44B USD | 10.53B USD | 12.64B USD | 7.61B USD |
| Cost of goods sold | 2.43B USD | 5.84B USD | 5.34B USD | 5.07B USD | 291M USD |
| Gross profit | 9.23B USD | 6.6B USD | 5.19B USD | 7.58B USD | 7.32B USD |
| Selling, general, and administrative | — | 2.44B USD | 2.33B USD | 2.2B USD | 2.36B USD |
| Operating expenses | 10.43B USD | 4.49B USD | 4.45B USD | 4.59B USD | 4.71B USD |
| Interest expense | 224M USD | 226M USD | 228M USD | 201M USD | 244M USD |
| Depreciation and amortization | 872M USD | 860M USD | 812M USD | 636M USD | 519M USD |
| Operating income | −1.19B USD | 2.11B USD | 738M USD | 2.99B USD | 2.61B USD |
| Net income | −1.38B USD | 1.31B USD | 1.3B USD | 2.15B USD | 1.76B USD |
Company facts updated Aug 24, 2026.
Earnings
- EPS beat rate
- 55%
- 6 beats, 4 misses, 1 met estimate
- Average EPS surprise
- -14.88%
- 11 comparable reports
- Latest EPS result
- 1.7
- Estimate 1.65 · Beat by 3.03%
EPS: actual versus estimate
Recent quarterly results
Revenue: actual versus estimate
Recent quarterly results
Analyst ratings
Third-party consensus; not a GoAI recommendation.
Analyst price target
Average target
$62.43
27.67% upsideEQH peers
ETFs holding EQH
Funds reporting this stock among their holdings, ordered by reported position size.
iShares Core S&P Mid-Cap ETFIJH496.32M0.39%125.92B USD0.05%$76.77+0.52%
Vanguard Morningstar Total Stock Market ETFVTI427.22M0.02%2.3T USD0.03%$378.24+0.44%
Vanguard Morningstar Small-Cap ETFVB308.39M0.17%183.4B USD0.03%$304.76+0.64%
Vanguard Morningstar Small-Cap Value ETFVBR195.86M0.29%68.3B USD0.05%$249.18+0.68%
Vanguard Extended Market ETFVXF154.46M0.16%93.7B USD0.05%$245.53+0.82%
State Street SPDR S&P MIDCAP 400 ETF TrustMDY100.51M0.38%26.72B USD0.23%$699.6+0.48%
State Street SPDR Portfolio S&P 400 Mid Cap ETFSPMD71.29M0.38%18.77B USD0.03%$67.27+0.52%
Vanguard High Dividend Yield ETFVYM53.62M0.05%99.2B USD0.04%$164.97+0.59%
iShares Core S&P Mid-Cap ETFIJH- Market value
- 496.32M
- Weight
- 0.39%
- AUM
- 125.92B USD
- Expense ratio
- 0.05%
- Price / 1D
- $76.77+0.52%
Vanguard Morningstar Total Stock Market ETFVTI- Market value
- 427.22M
- Weight
- 0.02%
- AUM
- 2.3T USD
- Expense ratio
- 0.03%
- Price / 1D
- $378.24+0.44%
Vanguard Morningstar Small-Cap ETFVB- Market value
- 308.39M
- Weight
- 0.17%
- AUM
- 183.4B USD
- Expense ratio
- 0.03%
- Price / 1D
- $304.76+0.64%
Vanguard Morningstar Small-Cap Value ETFVBR- Market value
- 195.86M
- Weight
- 0.29%
- AUM
- 68.3B USD
- Expense ratio
- 0.05%
- Price / 1D
- $249.18+0.68%
Vanguard Extended Market ETFVXF- Market value
- 154.46M
- Weight
- 0.16%
- AUM
- 93.7B USD
- Expense ratio
- 0.05%
- Price / 1D
- $245.53+0.82%
State Street SPDR S&P MIDCAP 400 ETF TrustMDY- Market value
- 100.51M
- Weight
- 0.38%
- AUM
- 26.72B USD
- Expense ratio
- 0.23%
- Price / 1D
- $699.6+0.48%
State Street SPDR Portfolio S&P 400 Mid Cap ETFSPMD- Market value
- 71.29M
- Weight
- 0.38%
- AUM
- 18.77B USD
- Expense ratio
- 0.03%
- Price / 1D
- $67.27+0.52%
Vanguard High Dividend Yield ETFVYM- Market value
- 53.62M
- Weight
- 0.05%
- AUM
- 99.2B USD
- Expense ratio
- 0.04%
- Price / 1D
- $164.97+0.59%
Continue in GoAI
Research EQHresearch.disclaimer





