EQH
Equitable Holdings, Inc.
NYSEUSDEQUITY
Financial Services
DELAYED
Last price
48.79
▲ 0.04 (0.08%)
MARKET · —
Price
Open
48.31
Prev close
48.75
Day high
49.65
Day low
48.72
Volume
1.65M
Market cap
$13.34B
P/E (TTM)
—
52W range
35.20 – 55.15
Trailing performance
Returnvs SPY
1W
-7.89%
-6.5%
1M
+3.08%
-0.7%
3M
+15.00%
+11.9%
6M
+10.58%
-0.5%
YTD
+2.62%
-9.7%
1Y
-6.11%
-26.1%
3Y
+77.95%
+3.8%
5Y
—
—
Price return only. Dividends are not reinvested, so total return on a dividend payer will be higher than shown.
Fundamentals
Market cap$13.34B
Enterprise value$4.46B
Revenue (TTM)$10.62B
Gross profit$1.36B
EBITDA$488.00M
Net income$-982.00M
EPS (TTM)$-3.29
Free cash flow$-8.82B
Total cash$19.13B
Total debt$7.17B
Book value / share$-6.79
Shares outstanding272.77M
Float252.95M
Short % of float0.01%
Dividend yield2.33%
Beta (5Y)1.09
Valuation & profitability ratios
Trailing P/E—
Forward P/E5.42
PEG ratio—
Price / sales—
Price / book—
EV / revenue0.42
EV / EBITDA9.14
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 |
|---|---|---|---|---|
| Total revenue | $11.66B | $12.44B | $10.53B | $14.02B |
| Cost of revenue | $0 | $0 | $0 | $0 |
| Gross profit | $0 | $0 | $0 | $0 |
| R&D | — | — | — | — |
| SG&A | — | — | — | — |
| Operating income | — | — | — | — |
| Pre-tax income | — | — | — | — |
| Tax provision | $0 | $0 | $0 | $0 |
| Net income | -$1.44B | $1.23B | $1.22B | $1.71B |
| EBIT | $0 | $0 | $0 | $0 |
| Line item | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|
| Cash & equivalents | — | — | — | — |
| Short-term investments | — | — | — | — |
| Net receivables | — | — | — | — |
| Inventory | — | — | — | — |
| Total current assets | — | — | — | — |
| Total assets | — | — | — | — |
| Total current liabilities | — | — | — | — |
| Long-term debt | — | — | — | — |
| Total liabilities | — | — | — | — |
| Retained earnings | — | — | — | — |
| Shareholder equity | — | — | — | — |
| Line item | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|
| Net income | -$1.44B | $1.23B | $1.22B | $1.71B |
| Depreciation | — | — | — | — |
| Change in working capital | — | — | — | — |
| Operating cash flow | — | — | — | — |
| Capital expenditure | — | — | — | — |
| Investing cash flow | — | — | — | — |
| Dividends paid | — | — | — | — |
| Buybacks | — | — | — | — |
| Financing cash flow | — | — | — | — |
| Net change in cash | — | — | — | — |
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 | 10 | $3.93B | +5.1% |
| Next quarter | 1.97 | 10 | $4.03B | +22.9% |
| Current year | 7.16 | 12 | $15.32B | +31.3% |
| Next year | 9.02 | 13 | $17.12B | +11.8% |
Analyst targets & ownership
Mean target$62.00
High target$68.00
Low target$52.00
Implied upside27.08%
Analyst count11
ConsensusSTRONG BUY
Strong buy / Buy2 / 9
Hold1
Sell / Strong sell0 / 0
Held by insiders0.61%
Held by institutions100.92%
Institutions holding709
Price targets, consensus spread, insider and institutional ownership.
Insider net activity
Net shares
+414.93K
Net buying
Buy transactions
52
752.07K shares
Sell transactions
22
337.15K shares
Net transactions
+74
Buys less sells
Sell : buy shares
0.4 : 1
Mixed
Insider-held shares
1.67M
Total on file
Insider transactions
| Date | Insider | Action | Shares | Value | Held |
|---|---|---|---|---|---|
| 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 | 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 | PEARSON MARK Chief Executive Officer |
STOCK | 1.36K | $0 | Direct |
| Aug 10, 26 | LANE NICK Officer |
STOCK | 314 | $0 | Direct |
| Aug 10, 26 | HURD JEFFREY JOY Chief Operating Officer |
STOCK | 271 | $0 | Direct |
| Aug 10, 26 | BERNSTEIN SETH PERRY Officer |
STOCK | 103 | $0 | Direct |
| Aug 6, 26 | SCOTT BERTRAM LEE Director |
SELL | 1.47K | $74.99K | Direct |
| Aug 6, 26 | STONEHILL CHARLES G.T. Director |
SELL | 7.50K | $386.55K | Direct |
| Jul 20, 26 | PEARSON MARK Chief Executive Officer |
SELL | 39.70K | $1.93M | 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 | 124.93K | Stock Award(Grant) |
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) |
Moving averages & technicals
SMA 10
51.14
-4.59% from price
SMA 20
50.27
-2.73% from price
SMA 50
47.81
+2.29% from price
SMA 100
44.41
+9.85% from price
SMA 200
44.38
+10.18% from price
EMA 12
50.35
-3.09% from price
EMA 26
49.64
-1.71% from price
EMA 50
48.01
+1.61% from price
RSI (14)
46.9
Neutral
MACD (12,26,9)
0.71
Hist -0.46
ATR (14)
1.58
3.23% of price
Realised vol 30D
33.8%
Annualised
Bollinger upper
53.76
20, 2σ
Bollinger lower
46.79
20, 2σ
50 / 200 cross
Golden
47.81 vs 44.38
Trend bias
Above 200
+10.18%
Risk profile
Beta vs SPY
1.16
More volatile than market
Correlation to SPY
0.45
Loosely linked
Realised vol 30D
33.8%
Annualised
Market vol 1Y
12.9%
SPY, annualised
Max drawdown 1Y
-35.0%
Peak to trough
Max drawdown 5Y
-37.1%
Peak to trough
ATR 14
1.58
3.23% of price
Beta (reported)
1.09
5Y monthly, from filing
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.
Options analytics
Put / call volume
9.19
Put-heavy session
Put / call open interest
2.15
Positioning, not flow
Max pain
47.50
-2.9% from spot
ATM implied vol
40.4%
Nearest strike to spot
Skew (10% OTM)
+21.5%
Puts bid over calls
Call volume
93
Contracts, this expiry
Put volume
855
Contracts, this expiry
Heaviest call OI
52.50
267 contracts
Heaviest put OI
47.50
353 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.
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.
Headlines
5 Insightful Analyst Questions From Equitable Holdings’s Q2 Earnings Call
StockStory · 10d ago
Equitable Holdings (EQH) Q2 2026 Earnings Call Transcript
Motley Fool · 11d ago
Equitable Holdings Insider Sold Shares Worth $386,555, According to a Recent SEC Filing
MT Newswires · 12d ago
Equitable Q2 Earnings Call Highlights
MarketBeat · 15d ago
Equitable Holdings Inc (EQH) (Q2 2026) Earnings Call Highlights: Record AUMA and Strategic ...
GuruFocus.com · 17d ago
Equitable Holdings, Inc. Q2 2026 Earnings Call Summary
Moby · 17d ago
Equitable Holdings, Inc. (EQH) Beats Q2 Earnings Estimates
Zacks · 18d ago
Compared to Estimates, Equitable Holdings (EQH) Q2 Earnings: A Look at Key Metrics
Zacks · 18d ago
PRIVATE STRATEGY · BY QUALIFICATION
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