Indicators
Indicators
Value
Direction
MACD(12,26,9)
0.230
Buy
RSI(14)
57.480
Neutral
STOCH(KDJ)(9,3,3)
49.739
Sell
ATR(14)
1.375
Low Volatility
CCI(14)
61.333
Neutral
Williams %R
49.716
Neutral
TRIX(12,20)
0.422
Sell
StochRSI(14)
14.985
Sell
Search
Equitable Holdings Inc
EQHAdd to Watchlist
42.600USD
-0.220-0.51%
Close 05/08, 16:00（ET）Quotes delayed by 15 min
11.99BMarket Cap
LossP/E TTM
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: 2026-05-08Key Insights
Equitable Holdings Inc's fundamentals are relatively stable, with an industry-leading ESG disclosure.and its growth potential is high.Its valuation is considered fairly valued, ranking 31 out of 116 in the Investment Banking & Investment Services industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Buy, with the highest price target at 56.00.In the medium term, the stock price is expected to remain stable.Despite a good stock market performance and strong technicals over the past month, the fundamentals don't support the current trend.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
Support & Resistance
Relevant data have not been disclosed by the company yet.
Score Analysis
Current score
Previous score
Media Coverage
Last 24 hours
Coverage Level
Very Low
Very High
Neutral
Equitable Holdings Inc Highlights
StrengthsRisks
Equitable Holdings, Inc. is a financial services holding company, which comprised of complementary businesses, such as Equitable, AllianceBernstein and Equitable Advisors. Its segments include Individual Retirement, Group Retirement, Asset Management, Protection Solutions, Wealth Management, and Legacy. Its Individual Retirement segment provides individual variable annuity products. The Group Retirement segment offers tax-deferred investment and retirement services or products to plans sponsored by educational entities, municipalities and not-for-profit entities, as well as small and medium-sized businesses. The Asset Management segment provides diversified investment management and related services to a range of clients globally. The Wealth Management segment offers discretionary and non-discretionary investment advisory accounts, financial planning and advice, insurance, and annuity products. The Legacy segment primarily consists of the capital-intensive fixed-rate GMxB business.
Turnaround to Loss
The company's performance has turned to a loss, with the latest annual loss of USD .
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 -15.08, at a low 3-year percentile range.
Institutional Selling
The latest institutional holdings are 287.54M shares, decreasing 8.08% quarter-over-quarter.
Held by ETHSX
Star Investor ETHSX holds 29.18K shares of this stock.
Analyst Rating
Based on
15
analysts
Buy
Current Rating
56.920
Target Price
+33.62%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Financial Health
Currency: USD Updated: 2026-05-08The current financial score of Equitable Holdings Inc is 5.78, ranking 98 out of 116 in the Investment Banking & Investment Services industry. Its financial status is weak, and its operating efficiency is low. Its latest quarterly revenue reached 3.20B, representing a year-over-year decrease of 5.88%, while its net profit experienced a year-over-year decrease of 1138.78%.
Score
Financials
5.30
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.
Quality of Earnings
5.28
Operational Efficiency
4.94
Growth Potential
6.75
Shareholder Returns
6.63
Equitable Holdings Inc's Company Valuation
Currency: USD Updated: 2026-05-08The current valuation score of Equitable Holdings Inc is 5.76, ranking 98 out of 116 in the Investment Banking & Investment Services industry. Its current P/E ratio is -15.02, which is -399.93% below the recent high of 45.06 and -269.18% above the recent low of -55.47.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 31/116
Relevant data have not been disclosed by the company yet.
Earnings Forecast
Currency: USD Updated: 2026-05-08The current earnings forecast score of Equitable Holdings Inc is 8.14, ranking 19 out of 116 in the Investment Banking & Investment Services industry. The average price target is 63.00, with a high of 77.00 and a low of 58.00.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Analyst Rating
Based on
15
analysts
Buy
Current Rating
56.920
Target Price
+33.62%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
4
Total
10
Median
9
Average
Company name
Ratings
Analysts
Equitable Holdings Inc
EQH
15
Voya Financial Inc
VOYA
13
WLTH.NB
WLTH
7
BRBI BR Partners S A American Depository Shares
BRBI
4
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.
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: 2026-05-08The current price momentum score of Equitable Holdings Inc is 9.23, ranking 27 out of 116 in the Investment Banking & Investment Services industry. Currently, the stock price is trading between the resistance level at 46.03 and the support level at 37.91, making it suitable for range-bound swing trading.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
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.
Moving Average
Indicators
Value
Direction
MA5
42.940
Sell
MA10
42.393
Buy
MA20
41.699
Buy
MA50
39.599
Buy
MA100
42.930
Sell
MA200
46.408
Sell
Institutional Confidence
Currency: USD Updated: 2026-05-08The current institutional shareholding score of Equitable Holdings Inc is 10.00, ranking 1 out of 116 in the Investment Banking & Investment Services industry. The latest institutional shareholding proportion is 102.14%, representing a quarter-over-quarter decrease of 8.14%. The largest institutional shareholder is The Vanguard, holding a total of 29.78M shares, representing 10.58% of shares outstanding, with 3.91% decrease in holdings.
Score
Institutional Shareholding
Relevant data have not been disclosed by the company yet.
Shareholder Activity
Name
Shares Held
Chg %
BlackRock Institutional Trust Company, N.A.
CPP Investments
Capital International Investors
State Street Investment Management (US)
Norges Bank Investment Management (NBIM)
Wellington Management Company, LLP
Geode Capital Management, L.L.C.
Thornburg Investment Management, Inc.
1
2
Risk Assessment
Currency: USD Updated: 2026-05-08The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Investment Banking & Investment Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The current risk assessment score of Equitable Holdings Inc is 8.29, ranking 44 out of 116 in the Investment Banking & Investment Services industry. The company's beta value is 1.13. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets. Equitable Holdings Inc’s latest ESG disclosure leads the Investment Banking & Investment Services industry, indicating outstanding, compliant performance across environmental management, social responsibility, and governance, which may help mitigate overall risk.
Score
Beta vs S&P 500 index
1.12
VaR
+3.08%
240-Day Maximum Drawdown
+37.01%
240-Day Volatility
+34.75%
Return
Best Daily Return
60 days
+7.12%
120 days
+7.12%
5 years
+13.28%
Worst Daily Return
60 days
-9.07%
120 days
-9.07%
5 years
-10.18%
Sharpe Ratio
60 days
-0.47
120 days
-0.21
5 years
+0.46
Risk Assessment
Maximum Drawdown
240 days
+37.01%
3 years
+37.01%
5 years
+37.13%
Return-to-Drawdown Ratio
240 days
-0.48
3 years
+0.58
5 years
+0.23
Skewness
240 days
-0.51
3 years
+0.05
5 years
-0.06
Volatility
Realised Volatility
240 days
+34.75%
5 years
+33.57%
Standardised True Range
240 days
+3.15%
5 years
+2.43%
Downside Risk-Adjusted Return
120 days
-27.76%
240 days
-27.76%
Maximum Daily Upside Volatility
60 days
+30.76%
Maximum Daily Downside Volatility
60 days
+37.83%
Liquidity
Average Turnover Rate
60 days
+1.33%
120 days
+1.12%
5 years
--
Turnover Deviation
20 days
+47.50%
60 days
+44.02%
120 days
+21.99%
Peer Comparison
Investment Banking & Investment Services
Equitable Holdings Inc
EQH
7.61 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
State Street Corp
STT
8.71 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Virtu Financial Inc
VIRT
8.43 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Affiliated Managers Group Inc
AMG
8.32 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
TPG Inc
TPG
8.27 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Blue Owl Capital Corp
OBDC
8.25 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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