Indicators
Indicators
Value
Direction
MACD(12,26,9)
0.500
Buy
RSI(14)
56.697
Neutral
STOCH(KDJ)(9,3,3)
62.664
Sell
ATR(14)
1.058
Low Volatility
CCI(14)
52.004
Neutral
Williams %R
25.301
Buy
TRIX(12,20)
0.209
Sell
StochRSI(14)
34.948
Buy
Equitable Holdings Inc
EQH48.030USD
+0.240+0.50%
Close 12/19, 16:00（ET）Quotes delayed by 15 min
13.89BMarket 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: 2025-12-19Key Insights
Equitable Holdings Inc's fundamentals are relatively stable, and its growth potential is good.Its valuation is considered fairly valued, ranking 34/116 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 64.25.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
Analyst Rating
Based on
14
analysts
Buy
Current Rating
64.250
Target Price
+39.55%
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 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.
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 -15.10, at a low 3-year percentile range.
Held by Richard Pzena
Star Investor Richard Pzena holds 4.30M shares of this stock.
Financial Health
Currency: USD Updated: 2025-12-19The current financial score of Equitable Holdings Inc is 5.01, ranking 106/116 in the Investment Banking & Investment Services industry. Its financial status is weak, and its operating efficiency is low. Its latest quarterly revenue reached 1.27B, representing a year-over-year decrease of 49.60%, while its net profit experienced a year-over-year decrease of 795.27%.
Score
Financials
5.39
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
4.37
Operational Efficiency
4.98
Growth Potential
2.18
Shareholder Returns
8.13
Equitable Holdings Inc's Company Valuation
Currency: USD Updated: 2025-12-19The current valuation score of Equitable Holdings Inc is 5.76, ranking 100/116 in the Investment Banking & Investment Services industry. Its current P/E ratio is -18.17, which is -348.07% below the recent high of 45.06 and -205.34% above the recent low of -55.47.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 34/116
Relevant data have not been disclosed by the company yet.
Earnings Forecast
Currency: USD Updated: 2025-12-19The current earnings forecast score of Equitable Holdings Inc is 8.00, ranking 20/116 in the Investment Banking & Investment Services industry. The average price target for Equitable Holdings Inc 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
14
analysts
Buy
Current Rating
64.250
Target Price
+39.55%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
3
Total
12
Median
10
Average
Company name
Ratings
Analysts
Equitable Holdings Inc
EQH
14
Voya Financial Inc
VOYA
12
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: 2025-12-19The current price momentum score of Equitable Holdings Inc is 9.24, ranking 26/116 in the Investment Banking & Investment Services industry. Currently, the stock price is trading between the resistance level at 50.34 and the support level at 44.63, 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
48.118
Sell
MA10
47.857
Buy
MA20
46.844
Buy
MA50
46.861
Buy
MA100
49.701
Sell
MA200
50.788
Sell
Institutional Confidence
Currency: USD Updated: 2025-12-19The current institutional shareholding score of Equitable Holdings Inc is 10.00, ranking 1/116 in the Investment Banking & Investment Services industry. The latest institutional shareholding proportion is 111.19%, representing a quarter-over-quarter decrease of 0.26%. The largest institutional shareholder is The Vanguard, holding a total of 31.99M shares, representing 11.16% of shares outstanding, with 1.41% increase 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
Norges Bank Investment Management (NBIM)
Wellington Management Company, LLP
State Street Investment Management (US)
Capital International Investors
Geode Capital Management, L.L.C.
Thornburg Investment Management, Inc.
1
2
Risk Assessment
Currency: USD Updated: 2025-12-19The current risk assessment score of Equitable Holdings Inc is 8.27, ranking 43/116 in the Investment Banking & Investment Services industry. 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.
Score
Beta vs S&P 500 index
1.11
VaR
+3.09%
240-Day Maximum Drawdown
+23.49%
240-Day Volatility
+37.28%
Return
Best Daily Return
60 days
+3.01%
120 days
+3.32%
5 years
+13.28%
Worst Daily Return
60 days
-7.45%
120 days
-7.45%
5 years
-10.18%
Sharpe Ratio
60 days
-1.12
120 days
-1.06
5 years
+0.49
Risk Assessment
Maximum Drawdown
240 days
+23.49%
3 years
+30.60%
5 years
+37.13%
Return-to-Drawdown Ratio
240 days
-0.12
3 years
+0.52
5 years
+0.26
Skewness
240 days
-0.16
3 years
-0.00
5 years
-0.00
Volatility
Realised Volatility
240 days
+37.28%
5 years
+32.40%
Standardised True Range
240 days
+3.11%
5 years
+2.06%
Downside Risk-Adjusted Return
120 days
-148.87%
240 days
-148.87%
Maximum Daily Upside Volatility
60 days
+15.36%
Maximum Daily Downside Volatility
60 days
+23.45%
Liquidity
Average Turnover Rate
60 days
+0.89%
120 days
+0.90%
5 years
--
Turnover Deviation
20 days
+19.04%
60 days
+2.80%
120 days
+5.03%
Peer Comparison
Investment Banking & Investment Services
Equitable Holdings Inc
EQH
7.39 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
State Street Corp
STT
8.78 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Affiliated Managers Group Inc
AMG
8.27 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Ameriprise Financial Inc
AMP
8.25 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Bgc Group Inc
BGC
8.24 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
DigitalBridge Group Inc
DBRG
8.15 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
View more
FAQs
How does TradingKey generate the Stock Score of Equitable Holdings Inc?
The TradingKey Stock Score provides a comprehensive assessment of Equitable Holdings Inc based on 34 indicators derived from over 100 underlying data points. These indicators are categorised into six key dimensions: financial health, company profile, earnings forecasts, price momentum, institutional confidence, and risk assessment, collectively providing investors with a thorough analysis of Equitable Holdings Inc’s performance and outlook.
How do we generate the financial health score of Equitable Holdings Inc?
To generate the financial health score of Equitable Holdings Inc, we analyse various key financial indicators across several core dimensions, including financial fundamentals, earnings quality, operational efficiency, growth potential, and shareholder returns. By integrating these comprehensive data, the financial health score not only reflects Equitable Holdings Inc's overall stability, operational efficiency, and growth potential but also captures the investment returns delivered to shareholders. This score aims to support rational decision-making for investors and other stakeholders. A higher score indicates a better financial health of Equitable Holdings Inc.
How do we generate the company valuation score of Equitable Holdings Inc?
To generate the company valuation score of Equitable Holdings Inc, we use several key financial ratios, including P/E, P/B, P/S, and P/CF. These metrics compare Equitable Holdings Inc’s market value to its earnings, assets, sales, and cash flow, serving as core indicators for assessing company value. By analysing these ratios in an all-round manner, the valuation score reflects not only the market’s current perception of Equitable Holdings Inc’s value but also its future profitability and growth potential, thereby supporting more informed investment decisions. A higher score indicates a fairer valuation of Equitable Holdings Inc.
How do we generate the earnings forecast score of Equitable Holdings Inc?
To calculate the earnings forecast score of Equitable Holdings Inc, we consider various key indicators such as analyst ratings, financial forecasts, support and resistance levels, and peer comparisons:Current ratings and price targets directly reflect analysts’ expectations, while the upside space indicates their views on the stock’s growth potential.Financial metrics like earnings per share (EPS), revenue, net income, and earnings before interest and taxes (EBIT) are core measures for assessing profitability.By analysing the high, median, and low ranges of the target price, we can identify price trends and determine key support and resistance levels.Comparing these indicators against peers provides context for the stock’s performance and helps
anchor more realistic expectations.These factors together form a comprehensive earnings forecast score that accurately reflects the stock’s expected financial performance and growth potential. A higher score suggests that analysts have a more optimistic outlook on Equitable Holdings Inc’s future.
How do we generate the price momentum score of Equitable Holdings Inc?
When generating the price momentum score for Equitable Holdings Inc, we examine momentum indicators including support and resistance levels as well as volume metrics.Support levels represent price points where buying interest is strong enough to prevent further declines, while resistance levels indicate prices where selling pressure may hinder upward movement. By analysing typical price volume alongside total volume, we assess overall market activity and liquidity. These indicators help identify price trends and potential shifts, enabling more accurate predictions of future earnings.This comprehensive approach can reflect market sentiment and enable rational forecasts of Equitable Holdings Inc’s prices. A higher score indicates a more stable short-term price trend for Equitable Holdings Inc.
How do we generate the institutional confidence score of Equitable Holdings Inc?
To generate the institutional confidence score of Equitable Holdings Inc, we analyse both the proportion of shares held by institutions and the number of shares they own. A higher institutional ownership percentage indicates strong confidence of professional investors, which is generally a positive signal about Equitable Holdings Inc’s potential. By examining the number of shares held, we gain deeper insight into institutions’ commitment and attitude toward the stock, as institutional investors typically conduct thorough analysis before making investment decisions. Understanding institutional confidence helps us refine earnings forecasts and provides a more reliable perspective on the company’s future performance and market stability. A higher score indicates greater institutional endorsement of Equitable Holdings Inc.
How do we generate the risk management score of Equitable Holdings Inc?
To assess the risk management score of Equitable Holdings Inc, we examine multiple key indicators related to returns, risk, volatility, and liquidity.The highest and lowest daily returns reflect the potential size of gains and losses, while the Sharpe ratio measures risk-adjusted return performance. On the risk side, we analyse maximum drawdown and the return-to-drawdown ratio to identify extreme loss scenarios. Skewness helps assess the distribution of returns and whether performance may be biased. Volatility indicators—such as realised volatility and standardised true range—reveal price fluctuations. Downside risk-adjusted returns provide insight into potential losses and gains. Lastly, liquidity metrics like average turnover rate and turnover deviation indicate how actively the stock is traded.These indicators together provide a multi-dimensional understanding of Equitable Holdings Inc’s risk-return profile, serving as core factors of the risk management score. A higher score indicates lower risk on the side of Equitable Holdings Inc.
