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.

Results Declared: Equitable Holdings, Inc. has declared results on 04 May 2026! Click here to unlock the latest financial performance

Mojo Score Change: Equitable Holdings, Inc. has changed its score on 04 May 2026. Click here to unlock latest mojo score!

Price Point

High/Low

1Day

52 Week

Valuation

Technical

Day's Volume

CASH

971.21 k

Shareholding (Mar 2026)

FII

27.47%

Held by 320 FIIs

DII

29.79%

Held by 75 DIIs

Promoter

0.28%

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

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

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 15,129 Million (Small Cap)

P/E

NA (Loss Making)

Industry P/E

Dividend Yield

247.97%

Debt Equity

-999,999.00

Return on Equity

1,864.86%

Price to Book

-204.44

Revenue and Profits:

Net Sales:

(Quarterly Results - Mar 2026)

Net Profit:

731 Million

Total Returns

Total Returns (Price + Dividend)

TimePeriod

Price Return

Dividend Return

Total Return

3 Months

-5.87%

6 Months

-5.35%

1 Year

-15.83%

2 Years

8.67%

3 Years

78.32%

4 Years

46.05%

5 Years

22.39%

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)

-0.76%

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

Pledged Shares

Institutional Holding

100.00%

ROCE (avg)

ROE (avg)

37.70%

Valuation key factors

Factor

Value

P/E Ratio

NA (Loss Making)

Industry P/E

Price to Book Value

-204.44

EV to EBIT

EV to EBITDA

3.36

EV to Capital Employed

-0.17

EV to Sales

0.18

PEG Ratio

Dividend Yield

247.97%

ROCE (Latest)

Negative Capital Employed

ROE (Latest)

Negative BV

Technicals key factors

Indicator

Weekly

Monthly

MACD

Bearish

Mildly Bearish

RSI

No Signal

Bollinger Bands

Mildly Bearish

Moving Averages

Mildly Bearish (Daily)

KST

Bearish

Mildly Bearish

Dow Theory

Mildly Bullish

Mildly Bearish

OBV

Bullish

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

Shareholding

Shareholding Snapshot : Mar 2026

Shareholding Compare (%holding)

Majority shareholders

Domestic Funds

Held in 116 Schemes (42.43%)

Foreign Institutions

Held by 320 Foreign Institutions (27.47%)

Strategic Entities with highest holding

Highest Public shareholder

Financial

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          "chgp": "31.91%",
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          "val1": "0.00",
          "val2": "0.00",
          "chgp": "",
          "chgp_class": "neutral"
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          "field": "Consolidate Net Profit",
          "val1": "731.00",
          "val2": "311.00",
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          "field": "Operating Profit Margin (Excl OI)",
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Quarterly Results Snapshot (Consolidated) - Mar'26 - QoQ

Mar'26

Dec'25

Change(%)

Net Sales

0.00

Operating Profit (PBDIT) excl Other Income

0.00

220.00

-100.00%

Interest

62.00

47.00

31.91%

Exceptional Items

0.00

Consolidate Net Profit

731.00

311.00

135.05%

Operating Profit Margin (Excl OI)

224.30%

114.80%

10.95%

USD in Million.

Compare with Peers

Net Sales

QoQ Growth in quarter ended Mar 2026 is 0.00% vs 0.00% in Dec 2025

Consolidated Net Profit

QoQ Growth in quarter ended Mar 2026 is 135.05% vs 125.60% in Dec 2025

All Quarterly Results

Annual Results Snapshot (Consolidated) - Dec'25

Dec'25

Dec'24

Change(%)

Net Sales

0.00

Operating Profit (PBDIT) excl Other Income

872.00

868.00

0.46%

Interest

224.00

226.00

-0.88%

Exceptional Items

0.00

Consolidate Net Profit

-1,037.00

1,796.00

-157.74%

Operating Profit Margin (Excl OI)

-80.20%

160.30%

-24.05%

USD in Million.

Compare with Peers

Net Sales

YoY Growth in year ended Dec 2025 is 0.00% vs 0.00% in Dec 2024

Consolidated Net Profit

YoY Growth in year ended Dec 2025 is -157.74% vs 9.31% in Dec 2024

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