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Equitable Holdings Inc

EQH

48.860USD

+0.070+0.14%

Close 11/04, 16:00（ET）Quotes delayed by 15 min

14.74BMarket Cap

36.23P/E TTM



Equitable Holdings Inc

48.860

+0.070+0.14%

Overview Company Financials Analysis

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

Overview

Company

Financials

Analysis

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score of Equitable Holdings Inc

Currency: USD Updated: 2025-11-04

Key Insights

The company's fundamentals are relatively stable. Its valuation is considered fairly valued,and institutional recognition is very high. Over the past 30 days, multiple analysts have rated the company as a Buy. Despite an average stock market performance, the company shows strong fundamentals and technicals. The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

Equitable Holdings Inc's Score

Industry at a Glance

Industry Ranking

26 / 116

Overall Ranking

120 / 4616

Industry

Investment Banking & Investment Services

Support & Resistance

No Data

Score Analysis

Current score

Previous score

Analyst Rating

Based on 14 analysts

Buy

Current Rating

65.000

Target Price

+33.22%

Upside Space

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Equitable Holdings Inc Highlights

StrengthsRisks

Equitable Holdings, Inc. is the holding company for a diversified financial services organization. The Company’s segments include Individual Retirement, Group Retirement, Investment Management and Research, Protection Solutions, Wealth Management and Legacy. The Individual Retirement segment offers a diverse suite of variable annuity products which are primarily sold to affluent and high-net-worth individuals. The Group Retirement segment offers tax-deferred investment and retirement services or products. The Investment Management & Research segment provides diversified investment management, research, and related solutions globally. The Protection Solutions segment includes its life insurance and group employee benefits businesses. The Wealth Management segment offers discretionary and non-discretionary investment advisory accounts, financial planning and advice, life insurance, and annuity products. Legacy segment primarily consists of its capital-intensive fixed-rate GMxB business.

High Dividend

The company is a high dividend payer, with the latest dividend payout ratio of 24.61%.

Undervalued

The company’s latest PB is -186.64, at a low 3-year percentile range.

Institutional Selling

The latest institutional holdings are 300.41M shares, decreasing 7.35% quarter-over-quarter.

Held by Keeley-Teton Advisors, LLC

Star Investor Keeley-Teton Advisors, LLC holds 79.19K shares of this stock.

Financial Health

Currency: USD Updated: 2025-11-04

The company's current financial score is 7.50, which is higher than the Investment Banking & Investment Services industry's average of 7.28. Its financial status is weak, and its operating efficiency is high. Its latest quarterly revenue reached 2.48B, representing a year-over-year decrease of 22.01%, while its net profit experienced a year-over-year decrease of 191.29%.

Score

Industry at a Glance

Previous score

7.50

Change



Financials

5.85

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data



Quality of Earnings

7.33

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

No Data



Operational Efficiency

10.00

Key Metrics

Cash flow from operating activities

Income after tax

No Data



Growth Potential

5.69

Key Metrics

Cash flow from operating activities

Total revenue

No Data



Shareholder Returns

8.61

Key Metrics

Free cash flow

No Data

Equitable Holdings Inc's Company Valuation

Currency: USD Updated: 2025-11-04

The company’s current valuation score is 5.76, which is lower than the Investment Banking & Investment Services industry's average of 7.19. Its current P/E ratio is 39.25, which is 14.82% below the recent high of 45.06 and 241.33% above the recent low of -55.47.

Score

Industry at a Glance

Previous score

5.76

Change

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 26/116

No Data

Earnings Forecast

Currency: USD Updated: 2025-11-04

The company’s current earnings forecast score is 8.00, which is higher than the Investment Banking & Investment Services industry's average of 7.33. The average price target for Equitable Holdings Inc is 64.00, with a high of 77.00 and a low of 58.00.

Score

Industry at a Glance

Previous score

8.00

Change

Support & Resistance

No Data

Analyst Rating

Based on 14 analysts

Buy

Current Rating

65.000

Target Price

+33.22%

Upside Space

Strong Buy

Buy

Hold

Sell

Strong Sell

Peer Comparison

Total

Median

Average

Company name

Ratings

Analysts

Equitable Holdings Inc

EQH

Voya Financial Inc

VOYA

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

No Data

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Price Momentum

Currency: USD Updated: 2025-11-04

The company’s current price momentum score is 7.02, which is lower than the Investment Banking & Investment Services industry's average of 7.22. Sideways: Currently, the stock price is trading between the resistance level at 51.37 and the support level at 46.54, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

6.95

Change

0.07

Support & Resistance

No Data

Indicators



The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators

Sell(2)

Neutral(4)

Buy(1)

Indicators

Value

Direction

MACD(12,26,9)

0.440

Neutral

RSI(14)

46.500

Neutral

STOCH(KDJ)(9,3,3)

58.965

Neutral

ATR(14)

1.072

Low Volatility

CCI(14)

46.381

Neutral

Williams %R

29.587

Buy

TRIX(12,20)

-0.244

Sell

StochRSI(14)

75.483

Sell

Moving Average

Sell(3)

Neutral(0)

Buy(3)

Indicators

Value

Direction

MA5

48.604

Buy

MA10

48.563

Buy

MA20

48.616

Buy

MA50

51.108

Sell

MA100

52.081

Sell

MA200

51.997

Sell

Institutional Confidence

Currency: USD Updated: 2025-11-04

The company’s current institutional recognition score is 10.00, which is higher than the Investment Banking & Investment Services industry's average of 5.87. The latest institutional shareholding proportion is 100.29%, representing a quarter-over-quarter decrease of 4.73%. The largest institutional shareholder is The Vanguard, holding a total of 33.70M shares, representing 11.25% of shares outstanding, with 1.80% decrease in holdings.

Score

Industry at a Glance

Previous score

10.00

Change

Institutional Shareholding

No Data

Shareholder Activity

Name

Shares Held

Chg %

The Vanguard Group, Inc.

Star Investors

33.70M

-0.07%

BlackRock Institutional Trust Company, N.A.

24.56M

-1.24%

CPP Investment Board

17.62M

-6.14%

T. Rowe Price Associates, Inc.

Star Investors

16.50M

-15.17%

Wellington Management Company, LLP

12.83M

+17.94%

Norges Bank Investment Management (NBIM)

12.53M

-11.54%

State Street Investment Management (US)

12.33M

-4.02%

Geode Capital Management, L.L.C.

7.43M

+26.40%

Capital International Investors

7.37M

+74.59%

Risk Assessment

Currency: USD Updated: 2025-11-04

The company’s current risk assessment score is 8.36, which is higher than the Investment Banking & Investment Services industry's average of 6.97. The company's beta value is 1.11. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.