EQH Share Price | Equitable Holdings, Inc. Stock Analysis & Recommendation

Q: How big is Equitable Holdings, Inc.?

Market Cap: As of Jun 18, Equitable Holdings, Inc. has a market capitalization of 21,989.32 million, classifying it as a Mid Cap company.Recent Quarterly Performance: For the latest four quarters, the sum of Net Sales is 0.00 million, while the sum of Consolidated Net Profit is 1,756.00 million.Balance Sheet Snapshot: As of Dec 24, the Shareholder's Funds amount to 1,585.00 million, and the Total Assets are reported at 2,87,627.00 million.

Q: What does Equitable Holdings, Inc. do?

Overview:Equitable Holdings, Inc. is a holding company that provides financial services in the insurance industry, operating within the mid-cap market.Financial Snapshot:Most recent Net Profit: 150 Million (Quarterly Results - Mar 2025)Market cap: USD 21,989.32 Million (Mid Cap)Key Metrics:P/E: 19.00Dividend Yield: 156.38%Debt Equity: -999,999.00Return on Equity: 52.31%Price to Book: 9.16Contact Details:Address: 1290 AVENUE OF THE AMERICAS, NEW YORK NY: 10104-0101Tel: ['1 212 5541234', '1 212 3142476']Fax: 1 302 6365454Website: https://equitableholdings.com/

Q: Is Equitable Holdings, Inc. overvalued or undervalued?

As of 5 August 2025, the valuation grade for Equitable Holdings, Inc. has moved from expensive to very expensive, indicating a significant increase in perceived overvaluation. The company is currently considered overvalued, supported by a P/E ratio of 19, a Price to Book Value of 9.68, and an EV to EBITDA ratio of 19.21. In comparison, Prudential Financial, Inc. shows a more attractive P/E ratio of 41.49 and an EV to EBITDA of 156.35, highlighting the disparity in valuation metrics among peers.Despite the overvaluation, Equitable Holdings has demonstrated strong stock performance, with a year-to-date return of 15.35%, outpacing the S&P 500's return of 12.22% during the same period. However, the company's high PEG ratio of 2.16 and the negative ROCE due to capital employed suggest that the current valuation may not be sustainable in the long term.

Q: Is Equitable Holdings, Inc. technically bullish or bearish?

As of 24 October 2025, the technical trend for Equitable Holdings, Inc. has changed from sideways to bearish. The current stance is bearish with a mild strength indicated by the weekly MACD and KST both being bearish, while the monthly MACD and KST are mildly bearish. The daily moving averages also confirm a bearish trend. The Bollinger Bands show a mixed signal with weekly mildly bearish and monthly mildly bullish indicators. The Dow Theory indicates a mildly bearish stance on a monthly basis. In terms of performance, the stock has outperformed the S&P 500 over the past week with a return of 3.10% compared to the S&P 500's 1.92%, but it has underperformed over the longer periods, particularly in the 1-month, 1-year, and 3-year comparisons.

Price Point

High/Low

1Day

52 Week

Valuation

Technical

Day's Volume

CASH

5.04 M

Shareholding (Sep 2025)

FII

25.98%

Held by 304 FIIs

DII

29.72%

Held by 78 DIIs

Promoter

0.08%

How big is Equitable Holdings, Inc.?

22-Jun-2025

As of Jun 18, Equitable Holdings, Inc. has a market capitalization of $21.99 billion and reported a consolidated net profit of $1.76 billion over the latest four quarters, with total assets of $287.63 billion.

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What does Equitable Holdings, Inc. do?

22-Jun-2025

Equitable Holdings, Inc. is a mid-cap holding company that provides financial services in the insurance industry, with a recent net profit of $150 million and a market cap of approximately $22 billion. Key metrics include a P/E ratio of 19.00 and a dividend yield of 156.38%.

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Who are in the management team of Equitable Holdings, Inc.?

22-Jun-2025

As of March 2022, the management team of Equitable Holdings, Inc. includes Mr. Ramon de Oliveira (Chairman), Mr. Mark Pearson (CEO), and several independent directors: Mr. George Stansfield, Ms. Francis Hondal, Mr. Daniel Kaye, Ms. Joan Lamm-Tennant, and Ms. Kristi Matus. They are responsible for the company's strategic direction and operations.

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Is Equitable Holdings, Inc. overvalued or undervalued?

20-Sep-2025

As of August 5, 2025, Equitable Holdings, Inc. is considered very expensive with a P/E ratio of 19 and a high PEG ratio of 2.16, despite strong stock performance, indicating potential unsustainability in its valuation compared to peers like Prudential Financial.

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Is Equitable Holdings, Inc. technically bullish or bearish?

28-Oct-2025

As of October 24, 2025, Equitable Holdings, Inc. is in a bearish trend with mixed signals from technical indicators, having outperformed the S&P 500 in the past week but underperformed over longer periods.

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Compare Equitable Holdings, Inc. with Similar Stocks

Globe Life, Inc.Prudential Financial, Inc.Voya Financial, Inc.

Score

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Strong Sell

Sell

Hold

Buy

Strong Buy

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Dashboard

Weak Long Term Fundamental Strength with a 0% CAGR growth in Operating Profits

The company has declared negative results in Jan 70 after 2 consecutive negative quarters

Risky -

Underperformed the market in the last 1 year

Mojo Parameters

Stock DNA

Industry

Insurance

Market cap

USD 13,106 Million (Mid Cap)

P/E

19.00

Industry P/E

Dividend Yield

278.28%

Debt Equity

-999,999.00

Return on Equity

-470.27%

Price to Book

88.55

Revenue and Profits:

Net Sales:

(Quarterly Results - Jun 2025)

Net Profit:

-283 Million

Total Returns

Total Returns (Price + Dividend)

TimePeriod

Price Return

Dividend Return

Total Return

3 Months

-8.87%

6 Months

-3.36%

1 Year

10.24%

2 Years

68.67%

3 Years

63.92%

4 Years

47.76%

5 Years

107.22%

Equitable Holdings, Inc. for the last several years.

Risk Adjusted Returns v/s

News & Corporate Actions

News

No Recent News for the Company

Announcements

No announcement available

Corporate Actions

No corporate action available

Key Factors

Quality key factors

Factor

Value

Sales Growth (5y)

-0.65%

EBIT Growth (5y)

EBIT to Interest (avg)

Debt to EBITDA (avg)

Negative Net Debt

Net Debt to Equity (avg)

Sales to Capital Employed (avg)

Tax Ratio

13.84%

Dividend Payout Ratio

24.88%

Pledged Shares

Institutional Holding

100.00%

ROCE (avg)

ROE (avg)

37.70%

Valuation key factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

9.68

EV to EBIT

EV to EBITDA

19.21

EV to Capital Employed

-3.31

EV to Sales

1.07

PEG Ratio

2.16

Dividend Yield

147.94%

ROCE (Latest)

Negative Capital Employed

ROE (Latest)

52.31%

Technicals key factors

Indicator

Weekly

Monthly

MACD

Bearish

Mildly Bearish

RSI

No Signal

Bollinger Bands

Bearish

Moving Averages

Bearish (Daily)

KST

Mildly Bullish

Mildly Bearish

Dow Theory

Mildly Bearish

Mildly Bullish

OBV

Mildly Bearish

No Trend

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Shareholding

Shareholding Snapshot : Sep 2025

Shareholding Compare (%holding)

Majority shareholders

Domestic Funds

Held in 120 Schemes (44.18%)

Foreign Institutions

Held by 304 Foreign Institutions (25.98%)

Strategic Entities with highest holding

Highest Public shareholder

Financial

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          "field": "Operating Profit (PBDIT) excl Other Income",
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          "val2": "213.00",
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          "chgp_class": "positive"
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          "field": "Interest",
          "val1": "61.00",
          "val2": "55.00",
          "chgp": "10.91%",
          "chgp_class": "negative"
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        {
          "field": "Exceptional Items",
          "val1": "0.00",
          "val2": "0.00",
          "chgp": "",
          "chgp_class": "neutral"
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        {
          "field": "Consolidate Net Profit",
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          "val2": "150.00",
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          "field": "Operating Profit Margin (Excl OI)",
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          "val2": "58.70%",
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      },
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        "prefix": "Consolidated Net Profit ",
        "suffix": "YoY Growth in year ended Dec 2024 is 10.96% vs -31.37% in Dec 2023",
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    ],
    "table": {
      "header": [
        "Dec'24",
        "Dec'23",
        "Change(%)"
      ],
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          "field": "Net Sales",
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          "val2": "0.00",
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        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "860.00",
          "val2": "812.00",
          "chgp": "5.91%",
          "chgp_class": "positive"
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        {
          "field": "Interest",
          "val1": "226.00",
          "val2": "228.00",
          "chgp": "-0.88%",
          "chgp_class": "positive"
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        {
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          "val1": "0.00",
          "val2": "0.00",
          "chgp": "",
          "chgp_class": "neutral"
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        {
          "field": "Consolidate Net Profit",
          "val1": "1,823.00",
          "val2": "1,643.00",
          "chgp": "10.96%",
          "chgp_class": "positive"
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        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "162.20%",
          "val2": "78.30%",
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Quarterly Results Snapshot (Consolidated) - Jun'25 - QoQ

Jun'25

Mar'25

Change(%)

Net Sales

0.00

Operating Profit (PBDIT) excl Other Income

220.00

213.00

3.29%

Interest

61.00

55.00

10.91%

Exceptional Items

0.00

Consolidate Net Profit

-283.00

150.00

-288.67%

Operating Profit Margin (Excl OI)

-101.80%

58.70%

-16.05%

USD in Million.

Compare with Peers

Net Sales

QoQ Growth in quarter ended Jun 2025 is 0.00% vs 0.00% in Mar 2025

Consolidated Net Profit

QoQ Growth in quarter ended Jun 2025 is -288.67% vs -85.22% in Mar 2025

All Quarterly Results

Annual Results Snapshot (Consolidated) - Dec'24

Dec'24

Dec'23

Change(%)

Net Sales

0.00

Operating Profit (PBDIT) excl Other Income

860.00

812.00

5.91%

Interest

226.00

228.00

-0.88%

Exceptional Items

0.00

Consolidate Net Profit

1,823.00

1,643.00

10.96%

Operating Profit Margin (Excl OI)

162.20%

78.30%

8.39%

USD in Million.

Compare with Peers

Net Sales

YoY Growth in year ended Dec 2024 is 0.00% vs 0.00% in Dec 2023

Consolidated Net Profit

YoY Growth in year ended Dec 2024 is 10.96% vs -31.37% in Dec 2023

All Annual Results

Company CV

About Equitable Holdings, Inc.

Equitable Holdings, Inc.

Insurance

Equitable Holdings, Inc., formerly AXA Equitable Holdings, Inc., is a holding company that provides financial services. The Company comprises of financial advice, protection and retirement. The Company operates through four segments: Individual Retirement, Group Retirement, Investment Management and Research, and Protection Solutions. Individual Retirement segment provides a suit of variable annuity products, which are sold to the individuals saving for retirement or seeking guaranteed retirement income. Group Retirement segment provides tax-deferred investment products and solutions to employer-sponsored retirement plans sponsored by educational, municipalities, and small and medium-sized businesses. Investment Management and Research segment offers diversified investment management, and research products and services. Protection Solutions segment includes its life insurance and employee benefits businesses.

Company Coordinates

Company Details

1290 AVENUE OF THE AMERICAS , NEW YORK NY : 10104-0101

Tel: 1 212 55412341 212 3142476

https://equitableholdings.com/

Registrar Details

Equitable Holdings, Inc.

1Day

52 Week

CASH

FII

DII

Promoter

How big is Equitable Holdings, Inc.?

Watch in Real-Time

What does Equitable Holdings, Inc. do?

Who are in the management team of Equitable Holdings, Inc.?

Is Equitable Holdings, Inc. overvalued or undervalued?

Is Equitable Holdings, Inc. technically bullish or bearish?

Compare Equitable Holdings, Inc. with Similar Stocks

MarketsMojo — Loved in India, Now Global

Dashboard

Weak Long Term Fundamental Strength with a 0% CAGR growth in Operating Profits

The company has declared negative results in Jan 70 after 2 consecutive negative quarters

Risky -

Underperformed the market in the last 1 year

Mojo Parameters

Stock DNA

Total Returns (Price + Dividend)

Risk Adjusted Returns v/s

News

Announcements

Corporate Actions

Quality key factors

Valuation key factors

Technicals key factors

Shareholding Snapshot : Sep 2025

Shareholding Compare (%holding)

Quarterly Results Snapshot (Consolidated) - Jun'25 - QoQ

Annual Results Snapshot (Consolidated) - Dec'24

About Equitable Holdings, Inc.

Company Coordinates