Equitable Holdings, Inc. (EQH) Stock Price & Analysis
Equitable Holdings, Inc. (EQH) closed at USD 55.04 on Thursday, October 22, 2026, up 1.23% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 55.04; the Oct 22, 2026 session ranged USD 53.52–55.16 on volume of 2,529,789 shares. Market capitalization is —, with a 52-week range of USD 35.2–55.23 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:28 UTC.
Also available as compact Markdown for AI agents: nexqual.com/EQH.md
Key facts (EQH)
- Last four reported quarters (through Jun 30, 2026): revenue $10.6B, net income -$926M (-8.7% margin) (SEC filings).
- 5 of 80 tracked superinvestors hold EQH (13F, Q2 2026): 2 new, 1 added, 1 reduced, 1 unchanged.
- Total return with dividends: 1Y +16.1% vs S&P 500 +14.9%; 5Y +84.5% vs S&P 500 +80.3%.
- Next earnings: 2026-11-02, EPS estimate USD 1.86, revenue estimate $3.96B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (EQH)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $7.61B | $12.6B | $10.5B | $12.4B | $11.7B | $10.6B |
| Net income | $1.75B | $2.15B | $1.28B | $1.28B | -$1.38B | -$926M |
| EPS (diluted) | $3.98 | $5.46 | $3.42 | $3.69 | -$4.83 | — |
| Net margin | 23.0% | 17.0% | 12.3% | 10.3% | -11.8% | -8.7% |
| Revenue growth | -38.7% | +66.1% | -17.3% | +18.8% | -6.1% | — |
| Cash + short-term investments | $5.19B | $4.28B | $8.24B | $6.96B | $12.5B | — |
| Total debt | $3.93B | $4.08B | $4.07B | $3.83B | $3.86B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (EQH)
P/S 1.4x · EV/Sales 0.2x · Earnings yield -6.17% · Dividend yield (paid, TTM) 2.11% · Buyback yield (TTM) 9.76% · Net cash $13.3B · EV $1.67B
P/E at fiscal year-ends: Dec 2024 12.0x, Dec 2023 9.1x.
Superinvestors (SEC 13F-HR, Q2 2026) (EQH)
5 of 80 tracked investors hold EQH. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Greg Alexander | Conifer Management | 30.38% | $184M | Unchanged |
| Richard Pzena | Pzena Investment Management | 0.72% | $244M | Added +24.6% |
| Viking Global | Viking Global Investors | 0.68% | $237M | New position |
| Bill Nygren | Oakmark Funds | 0.55% | $416M | New position |
| Ruane Cunniff | Ruane Cunniff LP | 0.03% | $1.8M | Reduced -0.4% |
Analysts (EQH)
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-12 | Wells Fargo | Target raised | Overweight | $64 → $65 |
| 2026-10-07 | Mizuho | Target lowered | Outperform | $67 → $66 |
| 2026-10-07 | Barclays | Target raised | Overweight | $52 → $61 |
| 2026-08-20 | Evercore ISI Group | Target raised | Outperform | $65 → $66 |
| 2026-08-19 | Wells Fargo | Target raised | Overweight | $60 → $64 |
| 2026-08-11 | Keefe, Bruyette & Woods | Target raised | Outperform | $62 → $67 |
| 2026-08-05 | Barclays | Target raised | Overweight | $50 → $52 |
| 2026-07-13 | Evercore ISI Group | Target raised | Outperform | $63 → $65 |
| 2026-07-13 | Keefe, Bruyette & Woods | Target raised | Outperform | $60 → $62 |
| 2026-07-10 | Jefferies | Target raised | Buy | $64 → $66 |
| 2026-07-09 | Wells Fargo | Target raised | Overweight | $57 → $60 |
| 2026-07-09 | Mizuho | Target raised | Outperform | $61 → $62 |
Total return (dividends reinvested) (EQH)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +16.1% | +84.5% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +16.1% | +13.0% |
| Volatility (annualized) | 33.2% | 29.8% |
| Max drawdown | -27.8% (Jan 2026→Mar 2026) | -35.7% (Jun 2025→Mar 2026) |
Companies that name EQH in their SEC reports
| Relationship to EQH | Company | Filing | Sentence |
|---|---|---|---|
| partner | ALLIANCEBERNSTEIN HOLDING L.P. (AB) | 10-K Feb 12, 2026 | “Including these general partnership interests, EQH, directly and through certain of its subsidiaries (see "Principal Security Holders" in Item 12), had an approximate 68.3% economic interest in AB as of December 31, 2025.” |
EQH analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $1.86 | $1.89 | -1.7% | $3.96B | 14 |
| Next quarter (ends Dec 2026) | $1.96 | $1.96 | +0.3% | $4.04B | 12 |
| Current fiscal year (ends Dec 2026) | $7.14 | $7.16 | -0.3% | $15.55B | 14 |
| Next fiscal year (ends Dec 2027) | $8.93 | $8.93 | +0.1% | $17.15B | 13 |
Key Statistics (as of October 23, 2026 at 09:28 UTC)
| Price | USD 55.04 |
|---|---|
| Change | ▲ 1.23% (up) |
| Previous Close | USD 55.04 |
| Open | USD 55.04 |
| Day Range | USD 53.52 – 55.16 |
| 52-Week Range | USD 35.2 – 55.23 |
| Volume | 2,529,789 shares |
| Market Cap | — |
| Exchange | NYQ |
Technical Analysis (EQH)
Nexqual's technical model rates EQH "BUY" based on 5 bullish and 2 bearish signals across 127 daily candles, as of October 23, 2026 at 09:28 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 61.89 (neutral) |
| vs SMA50 | Above (USD 52.34) |
| MACD | 0.52 (positive) |
Earnings (EQH)
| Next Earnings Date | 2026-11-02 |
|---|---|
| EPS Estimate | USD 1.86 |
| Revenue Estimate | $3.96B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 1.7 vs est 1.64 ▲ beat |
| 2026-03-31 | USD 1.62 vs est 1.61 ▲ beat |
| 2025-12-31 | USD 1.73 vs est 1.75 ▼ miss |
| 2025-09-30 | USD 1.48 vs est 1.61 ▼ miss |
Source: Nexqual, October 23, 2026 at 09:28 UTC.
Financials & Fundamentals (EQH)
| Total Revenue | $10.62B |
|---|---|
| Revenue Growth (latest quarter, YoY) | -29.80% |
| Gross Margin | +12.77% |
| Operating Margin | -26.36% |
| Profit Margin | -8.72% |
| ROE | -25.13% |
| Debt / Equity | 5.86 |
| Current Ratio | 2.03 |
| Total Cash | $19.13B |
| Total Debt | $7.17B |
Source: Nexqual, October 23, 2026 at 09:28 UTC.
Ownership (EQH)
| Insider Ownership | +0.60% |
|---|---|
| Institutional Ownership | +100.80% |
| Shares Outstanding | 272.77M |
| Float | 252.96M |
| Short % of Float | +2.29% |
Source: Nexqual, October 23, 2026 at 09:28 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| CRBG | Corebridge Financial Inc. | USD 35.59 | ▲ 0.82% |
| VOYA | Voya Financial, Inc. | USD 98.42 | ▲ 2.16% |
| RGA | Reinsurance Group of America, I | USD 272.05 | ▲ 1.07% |
| FHI | Federated Hermes, Inc. | USD 57.67 | ▲ 2.85% |
| EHC | Encompass Health Corporation | USD 126.01 | ▲ 4.6% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:28 UTC. This page is informational and not investment advice.
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