EQH
Equitable Holdings, Inc.
NYSEUSDEQUITY
Financial Services
DELAYED
Strong buy
+58/100
Last price
54.50
▲ 0.50 (0.93%)
MARKET · —
Price
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Both series are rebased to 0% at the left edge, so the lines show relative performance rather than price.
Tool
1D
—
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Range —
Vol —
vs
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Open
—
Prev close
54.00
Day high
55.23
Day low
54.09
Volume
1.60M
Market cap
$14.87B
P/E (TTM)
—
52W range
35.20 – 55.23
Trailing performance
Returnvs SPY
1W
+4.43%
+2.5%
1M
+2.91%
+1.8%
3M
+19.23%
+14.7%
6M
+44.37%
+26.2%
YTD
+14.38%
+0.1%
1Y
+6.53%
-9.9%
3Y
+91.97%
+9.7%
5Y
—
—
Price return only. Dividends are not reinvested, so total return on a dividend payer will be higher than shown.
Unusual options activity
Nothing crossed the thresholds in the expiries we scanned.
That is the normal state — most contracts trade well inside their existing open interest.
That is the normal state — most contracts trade well inside their existing open interest.
Contracts trading at or above their open interest, ranked by notional and where the print landed.
Free account
5 more panels on EQH open with an account.
Options chains and analytics, valuation ratios, insider filings, analyst targets and ownership. No card, no trial, nothing to cancel.
Insider net activity
Net shares
-91.27K
Net selling
Buy transactions
38
264.58K shares
Sell transactions
25
355.85K shares
Net transactions
+63
Buys less sells
Sell : buy shares
1.3 : 1
Mixed
Insider-held shares
1.65M
Total on file
Insider transactions
| Date | Insider | Action | Shares | Value | Held |
|---|---|---|---|---|---|
| Sep 21, 26 | SCOTT BERTRAM LEE Director |
SELL | 2.78K | $151.09K | Direct |
| Sep 4, 26 | ISAACS-LOWE ARLENE Director |
SELL | 1.00K | $52.83K | Direct |
| Sep 4, 26 | LANE NICK Officer |
SELL | 14.92K | $794.52K | Direct |
| Aug 17, 26 | HURD JEFFREY JOY Chief Operating Officer |
SELL | 14.36K | $746.42K | Direct |
| Aug 17, 26 | HURD JEFFREY JOY Chief Operating Officer |
CONVERSION | 9.36K | $199.72K | Direct |
| Aug 11, 26 | MACKAY CRAIG C. Director |
SELL | 2.20K | $113.00K | Direct |
| Aug 10, 26 | ECKERT WILLIAM JAMES IV Officer |
SELL | 947 | $50.07K | Direct |
| Aug 10, 26 | BERNSTEIN SETH PERRY Officer |
STOCK | 103 | $0 | Direct |
| Aug 10, 26 | HURD JEFFREY JOY Chief Operating Officer |
STOCK | 271 | $0 | Direct |
| Aug 10, 26 | PEARSON MARK Chief Executive Officer |
STOCK | 1.36K | $0 | Direct |
| Aug 10, 26 | RAJU ROBIN M. Chief Financial Officer |
STOCK | 320 | $0 | Direct |
| Aug 10, 26 | MEYERS KURT Officer |
STOCK | 197 | $0 | Direct |
| Aug 10, 26 | ECKERT WILLIAM JAMES IV Officer |
STOCK | 47 | $0 | Direct |
| Aug 10, 26 | LANE NICK Officer |
STOCK | 314 | $0 | Direct |
What this is, and what it is not
These are SEC Form 4 filings — officers, directors and 10% owners reporting their own trades in the company's stock. Filing is due within two business days of the transaction, so this lags reality by days, and the provider adds its own lag on top.
A sale is not automatically bearish. Executives sell on scheduled 10b5-1 plans, to cover tax on vesting equity, and to diversify. Purchases with cash are generally the more informative signal, and they are far rarer.
This does not include congressional or senate trading. That comes from STOCK Act disclosures filed with the Senate eFD system and the House Clerk, which this data source does not carry.
Officer and director trades in their own stock, straight from Form 4 filings.
Insider holders
| Name | Relation | Shares held | Latest |
|---|---|---|---|
BERNSTEIN SETH PERRY |
Officer | 55.97K | Stock Award(Grant) |
GONZALEZ JOSE RAMON |
Officer | 88.56K | Stock Award(Grant) |
HURD JEFFREY JOY |
Chief Operating Officer | 65.02K | Sale |
KAYE DANIEL G |
Director | 60.09K | Stock Award(Grant) |
LAMM-TENNANT JOAN M |
Director | 54.79K | Stock Award(Grant) |
LANE NICK |
Officer | 110.01K | Sale |
MEYERS KURT |
Officer | 35.28K | Stock Award(Grant) |
PEARSON MARK |
Chief Executive Officer | 754.76K | Stock Award(Grant) |
RAJU ROBIN M. |
Chief Financial Officer | 186.50K | Stock Award(Grant) |
STANSFIELD GEORGE E. |
Director | 43.23K | Stock Award(Grant) |
Fundamentals
Market cap$14.87B
Enterprise value$5.99B
Revenue (TTM)$10.62B
Gross profit$1.36B
EBITDA$488.00M
Net income$-982.00M
EPS (TTM)$-3.37
Free cash flow$-8.82B
Total cash$19.13B
Total debt$7.17B
Book value / share$-6.79
Shares outstanding272.77M
Float252.96M
Short % of float2.74%
Dividend yield2.09%
Beta (5Y)1.10
Valuation & profitability ratios
Trailing P/E—
Forward P/E6.04
PEG ratio—
Price / sales—
Price / book—
EV / revenue0.56
EV / EBITDA12.28
Gross margin12.77%
Operating margin-26.36%
Profit margin-8.72%
Return on equity-25.13%
Return on assets-0.07%
Debt / equity586.10
Current ratio2.03
Fourteen ratios including P/E, PEG, EV/EBITDA, margins and return on equity.
Financial statements
| Line item | 2025 | 2024 | 2023 | 2022 | YoY |
|---|---|---|---|---|---|
| Total revenue | $11.66B | $12.43B | $10.46B | $12.64B | -6.1% |
| Operating revenue | $11.66B | $12.43B | $10.46B | $12.64B | -6.1% |
| Selling, general & admin | $2.43B | $2.45B | $2.32B | $2.20B | -0.7% |
| Net interest income | -$224.00M | -$226.00M | -$228.00M | -$201.00M | +0.9% |
| Pre-tax income | -$1.19B | $2.08B | $714.00M | $2.99B | -157.5% |
| Tax provision | -$156.00M | $280.00M | -$910.00M | $598.00M | -155.7% |
| Net income | -$1.38B | $1.28B | $1.28B | $2.15B | -207.8% |
| Net income to common | -$1.44B | $1.20B | $1.20B | $2.07B | -220.1% |
| Basic EPS | -4.83 | 3.82 | 3.49 | 5.49 | -226.4% |
| Diluted EPS | -4.83 | 3.78 | 3.48 | 5.46 | -227.8% |
| EBIT | -$969.00M | $2.30B | $942.00M | $3.19B | -142.1% |
| Basic shares | 298.10M | 321.20M | 350.10M | 377.60M | -7.2% |
| Diluted shares | 298.10M | 324.80M | 351.60M | 379.90M | -8.2% |
| Line item | 2025 | 2024 | 2023 | 2022 | YoY |
|---|---|---|---|---|---|
| Cash & equivalents | $12.46B | $6.96B | $8.24B | $4.28B | +78.9% |
| Cash & short-term investments | $42.59B | $83.61B | $75.27B | $67.64B | -49.1% |
| Accounts receivable | $20.13B | $7.90B | $8.35B | $8.47B | +154.8% |
| Goodwill & intangibles | $5.31B | $5.37B | $5.43B | $5.48B | -1.2% |
| Total assets | $317.99B | $295.73B | $276.81B | $252.70B | +7.5% |
| Current debt | $25.00M | $0 | $254.00M | $759.00M | — |
| Long-term debt | $6.54B | $5.95B | $5.38B | $4.47B | +9.9% |
| Total debt | $6.56B | $5.95B | $5.63B | $5.23B | +10.3% |
| Total liabilities | $316.20B | $292.18B | $271.66B | $249.11B | +8.2% |
| Retained earnings | $8.37B | $10.63B | $10.24B | $9.82B | -21.3% |
| Shareholder equity | -$74.00M | $1.56B | $2.65B | $1.40B | -104.7% |
| Net tangible assets | -$5.38B | -$3.81B | -$2.78B | -$4.08B | -41.4% |
| Shares issued | 468.34M | 477.80M | 491.00M | 508.42M | -2.0% |
| Line item | 2025 | 2024 | 2023 | 2022 | YoY |
|---|---|---|---|---|---|
| Net income | -$1.04B | $1.80B | $1.62B | $2.39B | -157.7% |
| Depreciation & amortisation | $872.00M | $868.00M | $821.00M | $636.00M | +0.5% |
| Stock-based compensation | $277.00M | $285.00M | $234.00M | $286.00M | -2.8% |
| Change in working capital | -$3.46B | -$1.30B | -$3.73B | -$1.41B | -165.9% |
| Operating cash flow | $714.00M | $2.01B | -$208.00M | -$250.00M | -64.4% |
| Capital expenditure | -$34.00M | -$153.00M | -$117.00M | -$167.00M | +77.8% |
| Investing cash flow | -$10.97B | -$15.86B | -$4.85B | -$7.49B | +30.8% |
| Share buybacks | -$1.90B | -$1.07B | -$919.00M | -$849.00M | -77.6% |
| Dividends paid | -$375.00M | -$382.00M | -$381.00M | -$374.00M | +1.8% |
| Financing cash flow | $15.72B | $12.44B | $9.00B | $7.04B | +26.3% |
| Free cash flow | $680.00M | $1.85B | -$325.00M | -$417.00M | -63.3% |
| End cash position | $12.46B | $6.96B | $8.24B | $4.28B | +78.9% |
| Line item | 2026-06-30 | 2026-03-31 | 2025-12-31 | 2025-09-30 | 2025-06-30 | YoY |
|---|---|---|---|---|---|---|
| Total revenue | $1.66B | $4.23B | $3.28B | $1.45B | $2.36B | -60.8% |
| Operating revenue | $1.66B | $4.23B | $3.28B | $1.45B | $2.36B | -60.8% |
| Selling, general & admin | $642.00M | $625.00M | $640.00M | $601.00M | $592.00M | +2.7% |
| Net interest income | -$56.00M | -$62.00M | -$47.00M | -$61.00M | -$61.00M | +9.7% |
| Pre-tax income | -$493.00M | $887.00M | $344.00M | -$1.35B | -$363.00M | -155.6% |
| Tax provision | -$140.00M | $156.00M | $33.00M | -$133.00M | -$80.00M | -189.7% |
| Net income | -$453.00M | $621.00M | $215.00M | -$1.31B | -$349.00M | -172.9% |
| Net income to common | -$466.00M | $607.00M | $202.00M | -$1.32B | -$367.00M | -176.8% |
| Basic EPS | -1.68 | 2.16 | 0.71 | -4.47 | -1.21 | -177.9% |
| Diluted EPS | -1.68 | 2.14 | 0.70 | -4.47 | -1.21 | -178.5% |
| EBIT | -$437.00M | $949.00M | $391.00M | -$1.29B | -$302.00M | -146.0% |
| Basic shares | 278.30M | 281.30M | 285.50M | 296.20M | 303.20M | -1.1% |
| Diluted shares | 278.30M | 283.80M | 289.10M | 296.20M | 303.20M | -1.9% |
| Line item | 2026-06-30 | 2026-03-31 | 2025-12-31 | 2025-09-30 | 2025-06-30 | 2025-03-31 | YoY |
|---|---|---|---|---|---|---|---|
| Cash & equivalents | $17.18B | $9.90B | $12.46B | $13.60B | $14.96B | — | +73.5% |
| Cash & short-term investments | $48.60B | $41.07B | $42.59B | $42.94B | $43.47B | — | +18.3% |
| Accounts receivable | $20.74B | $20.37B | $20.13B | $20.02B | $7.50B | — | +1.8% |
| Goodwill & intangibles | $5.33B | $5.35B | $5.31B | $5.33B | $5.34B | — | -0.3% |
| Total assets | $334.66B | $310.38B | $317.99B | $314.41B | $303.09B | — | +7.8% |
| Current debt | $0 | $0 | $25.00M | — | $0 | $0 | — |
| Long-term debt | $6.97B | $6.93B | $6.54B | $6.36B | $6.80B | — | +0.6% |
| Total debt | $6.97B | $6.93B | $6.56B | $6.36B | $6.80B | — | +0.6% |
| Total liabilities | $333.43B | $308.13B | $316.20B | $312.46B | $300.13B | — | +8.2% |
| Retained earnings | $8.23B | $8.78B | $8.37B | $8.36B | $9.87B | — | -6.2% |
| Shareholder equity | -$785.00M | $273.00M | -$74.00M | $148.00M | $1.15B | — | -387.5% |
| Net tangible assets | -$6.12B | -$5.08B | -$5.38B | -$5.18B | -$4.19B | — | -20.5% |
| Shares issued | 273.08M | 466.23M | 468.34M | 470.89M | 472.70M | — | -41.4% |
| Line item | 2026-06-30 | 2026-03-31 | 2025-12-31 | 2025-09-30 | 2025-06-30 | 2025-03-31 | YoY |
|---|---|---|---|---|---|---|---|
| Net income | -$353.00M | $731.00M | $311.00M | -$1.22B | -$283.00M | — | -148.3% |
| Depreciation & amortisation | $239.00M | $224.00M | $220.00M | $219.00M | $220.00M | — | +6.7% |
| Stock-based compensation | $38.00M | $22.00M | $213.00M | $16.00M | $22.00M | — | +72.7% |
| Change in working capital | -$736.00M | -$617.00M | -$1.43B | -$863.00M | -$515.00M | — | -19.3% |
| Operating cash flow | $643.00M | $499.00M | -$154.00M | $369.00M | $341.00M | — | +28.9% |
| Capital expenditure | -$10.00M | -$9.00M | — | -$33.00M | -$7.00M | -$10.00M | -11.1% |
| Investing cash flow | -$2.16B | -$2.96B | -$2.48B | -$4.77B | -$2.52B | — | +26.8% |
| Share buybacks | -$366.00M | -$147.00M | -$287.00M | -$836.00M | -$514.00M | — | -149.0% |
| Dividends paid | -$96.00M | -$90.00M | -$90.00M | -$97.00M | -$100.00M | — | -6.7% |
| Financing cash flow | $8.80B | -$96.00M | $1.49B | $3.05B | $8.94B | — | +9,263.5% |
| Free cash flow | $633.00M | $490.00M | -$138.00M | $336.00M | $334.00M | — | +29.2% |
| End cash position | $17.18B | $9.90B | $12.46B | $13.60B | $14.96B | — | +73.5% |
Options analytics
Put / call volume
0.15
Call-heavy session
Put / call open interest
—
Positioning, not flow
Max pain
40.00
-26.6% from spot
ATM implied vol
1.6%
Nearest strike to spot
Skew (10% OTM)
0.0%
Calls bid over puts
Call volume
13
Contracts, this expiry
Put volume
2
Contracts, this expiry
Heaviest call OI
47.50
0 contracts
Heaviest put OI
40.00
0 contracts
Max pain is the strike at which the largest dollar value of open contracts expires worthless. It describes current positioning; it is not a forecast and it moves as open interest changes.
Put/call ratios, max pain, implied volatility skew and where open interest is concentrated.
Earnings
Reported vs expected · EPS
| Quarter | Est. | Actual | Surprise |
|---|---|---|---|
| Jun 2026 | 1.64 | 1.70 | +3.4% |
| Mar 2026 | 1.61 | 1.62 | +0.7% |
| Dec 2025 | 1.75 | 1.73 | -0.9% |
| Sep 2025 | 1.61 | 1.48 | -8.1% |
Forward consensus
| Period | EPS | Analysts | Revenue | Growth |
|---|---|---|---|---|
| Current quarter | 1.89 | 12 | $3.98B | +6.6% |
| Next quarter | 1.96 | 12 | $4.07B | +24.1% |
| Current year | 7.17 | 14 | $15.58B | +33.5% |
| Next year | 9.03 | 14 | $17.21B | +10.5% |
Analyst targets & ownership
Mean target$62.91
High target$68.00
Low target$58.00
Implied upside15.43%
Analyst count11
ConsensusSTRONG BUY
Strong buy / Buy2 / 9
Hold1
Sell / Strong sell0 / 0
Held by insiders0.60%
Held by institutions100.83%
Institutions holding708
Price targets, consensus spread, insider and institutional ownership.
Moving averages & technicals
SMA 10
52.76
+3.30% from price
SMA 20
53.06
+2.71% from price
SMA 50
51.52
+5.79% from price
SMA 100
48.00
+13.54% from price
SMA 200
45.36
+20.16% from price
EMA 12
52.99
+2.85% from price
EMA 26
52.47
+3.87% from price
EMA 50
51.24
+6.37% from price
RSI (14)
61.5
Neutral
MACD (12,26,9)
0.52
Hist -0.01
ATR (14)
1.43
2.62% of price
Realised vol 30D
26.3%
Annualised
Bollinger upper
54.88
20, 2σ
Bollinger lower
51.24
20, 2σ
50 / 200 cross
Golden
51.52 vs 45.36
Trend bias
Above 200
+20.16%
Options chain
Calls
| Strike | Last | Bid | Ask | Vol | OI | IV |
|---|---|---|---|---|---|---|
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
Puts
| Strike | Last | Bid | Ask | Vol | OI | IV |
|---|---|---|---|---|---|---|
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
Every listed expiry, both sides of the book, with volume, open interest and implied volatility.
Risk profile
Beta vs SPY
1.16
More volatile than market
Correlation to SPY
0.45
Loosely linked
Realised vol 30D
26.3%
Annualised
Market vol 1Y
13.0%
SPY, annualised
Max drawdown 1Y
-30.7%
Peak to trough
Max drawdown 5Y
-37.1%
Peak to trough
ATR 14
1.43
2.62% of price
Beta (reported)
1.10
5Y monthly, from filing
Short interest
Shares short
6.52M
Prior 5.46M
Change vs prior
+19.5%
Shorts adding
% of float
2.74%
Normal
% of shares out
2.39%
Against total outstanding
Days to cover
2.7
Liquid
Float
252.96M
Freely tradeable shares
Exchanges publish short interest twice a month with a settlement lag, so this is roughly two weeks behind. Days to cover divides shares short by average daily volume — it estimates how long covering would take, not whether it will happen.
Rating changes
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Aug 20, 26 | Evercore ISI Group | MAINTAINED | Outperform | Outperform |
| Aug 19, 26 | Wells Fargo | MAINTAINED | Overweight | Overweight |
| Aug 11, 26 | Keefe, Bruyette & Woods | MAINTAINED | Outperform | Outperform |
| Aug 5, 26 | Barclays | MAINTAINED | Overweight | Overweight |
| Jul 13, 26 | Evercore ISI Group | MAINTAINED | Outperform | Outperform |
| Jul 13, 26 | Keefe, Bruyette & Woods | MAINTAINED | Outperform | Outperform |
| Jul 10, 26 | Jefferies | MAINTAINED | Buy | Buy |
| Jul 9, 26 | Wells Fargo | MAINTAINED | Overweight | Overweight |
| Jul 9, 26 | Mizuho | MAINTAINED | Outperform | Outperform |
| Jul 8, 26 | UBS | MAINTAINED | Buy | Buy |
| Jul 7, 26 | Barclays | MAINTAINED | Overweight | Overweight |
| Jun 11, 26 | UBS | MAINTAINED | Buy | Buy |
Dividends & splits
Forward rate$1.14 / yr
Forward yield2.09%
5-year avg yield2.34%
Payout ratio84.62%
Ex-dividend dateAug 3, 2026
Next pay dateAug 10, 2026
Last split—
Split date—
SEC filings
Corporate Changes & Voting Matters
8-K · 2026-09-25
Filing under Securities Act Rule 425 of certain prospectuses and communications in connection with business combination transactions
425 · 2026-09-10
Proxy Statements
DEF 14A · 2026-08-10
Periodic Financial Reports
10-Q · 2026-08-06
Corporate Changes & Voting Matters
8-K · 2026-08-04
Filing under Securities Act Rule 425 of certain prospectuses and communications in connection with business combination transactions
425 · 2026-07-30
Corporate Changes & Voting Matters
8-K · 2026-07-28
Corporate Changes & Voting Matters
8-K · 2026-07-21
Headlines
Equitable Holdings Schedules Announcement of Third Quarter 2026 Results
Business Wire · 7d ago
Can Fee-Based Businesses Lift Equitable Holdings' Earnings Mix?
Zacks · 7d ago
Does Index Exit and Asset-Management Turnover Alter the Bull Case for Equitable Holdings (EQH)?
Simply Wall St. · 9d ago
Equitable Highlights Growth, Corebridge Merger Plans at Annual Meeting
MarketBeat · 11d ago
AllianceBernstein Names Private Wealth Leader as Next CEO
Barrons.com · 12d ago
How the Pending Corebridge Merger Alters Equitable Holdings’ (EQH) Capital Allocation
Insider Monkey · 12d ago
AllianceBernstein appoints Onur Erzan President & Chief Executive Officer
PR Newswire · 12d ago
eHealth Taps BerniePortal Network to Drive CHOICE Enrollment
Zacks · 13d ago
PRIVATE STRATEGY · BY QUALIFICATION
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