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Equitable Holdings Inc

EQH

52.820USD

-0.490-0.92%

Close 09/16, 16:00（ET）Quotes delayed by 15 min

15.94BMarket Cap

39.16P/E TTM



Equitable Holdings Inc

52.820

-0.490-0.92%

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

Currency: USD Updated：2025-09-15

Key Insights

The company's fundamentals are relatively healthy. Its valuation is considered undervalued,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.

Score

Industry at a Glance

Industry Ranking

42 / 117

Overall Ranking

181 / 4724

Industry

Investment Banking & Investment Services

Support & Resistance

No Data

Score Analysis

Current score

Previous score

Analyst Rating

Based on 13 analysts

Buy

Current Rating

66.111

Target Price

+22.31%

Upside Space

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

Company 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 -203.64, at a low 3-year percentile range.

Institutional Selling

The latest institutional holdings are 317.59M shares, decreasing 3.44% quarter-over-quarter.

Held by The Vanguard

Star Investor The Vanguard holds 33.70M shares of this stock.

Financial Health

Currency: USD Updated：2025-09-15

The company's current financial score is 7.07, which is lower than the Investment Banking & Investment Services industry's average of 7.33. Its financial status is stable, and its operating efficiency is average. Its latest quarterly revenue reached 3.40B, representing a year-over-year increase of 17.63%, while its net profit experienced a year-over-year increase of 51.00%.

Score

Industry at a Glance

Previous score

7.07

Change

-1.03



Financials

5.74

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data



Quality of Earnings

5.04

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

No Data



Operational Efficiency

6.93

Key Metrics

Cash flow from operating activities

Income after tax

No Data



Growth Potential

3.91

Key Metrics

Cash flow from operating activities

Total revenue

No Data



Shareholder Returns

8.57

Key Metrics

Free cash flow

No Data

Company Valuation

Currency: USD Updated：2025-09-15

The company’s current valuation score is 2.00, which is lower than the Investment Banking & Investment Services industry's average of 4.39. Its current P/E ratio is 43.20, which is -3.45% below the recent high of 41.71 and 67.77% above the recent low of 13.92.

Score

Industry at a Glance

Previous score

1.20

Change

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 42/117

No Data

Earnings Forecast

Currency: USD Updated：2025-09-15

The company’s current earnings forecast score is 7.85, which is higher than the Investment Banking & Investment Services industry's average of 7.34. 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 13 analysts

Buy

Current Rating

65.600

Target Price

+23.05%

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：2025-09-15

The company’s current price momentum score is 9.47, which is higher than the Investment Banking & Investment Services industry's average of 8.78. Sideways: Currently, the stock price is trading between the resistance level at 57.01 and the support level at 48.77, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

8.95

Change

-1.57

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(4)

Neutral(3)

Buy(0)

Indicators

Value

Direction

MACD(12,26,9)

-0.056

Neutral

RSI(14)

47.936

Neutral

STOCH(KDJ)(9,3,3)

42.562

Sell

ATR(14)

1.159

High Vlolatility

CCI(14)

-49.249

Neutral

Williams %R

56.440

Sell

TRIX(12,20)

0.053

Sell

StochRSI(14)

0.000

Sell

Moving Average

Sell(4)

Neutral(0)

Buy(2)

Indicators

Value

Direction

MA5

53.358

Sell

MA10

53.298

Sell

MA20

53.150

Sell

MA50

52.755

Buy

MA100

52.855

Sell

MA200

51.603

Buy

Institutional Confidence

Currency: USD Updated：2025-09-15

The company’s current institutional recognition score is 10.00, which is higher than the Investment Banking & Investment Services industry's average of 6.35. The latest institutional shareholding proportion is 105.27%, representing a quarter-over-quarter increase of 2.16%. 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

33.72M

-5.01%

BlackRock Institutional Trust Company, N.A.

24.87M

+3.17%

CPP Investment Board

18.77M

-1.38%

T. Rowe Price Associates, Inc.

Star Investors

19.45M

-7.53%

Wellington Management Company, LLP

10.88M

+23.38%

Norges Bank Investment Management (NBIM)

14.17M

-3.93%

State Street Global Advisors (US)

12.85M

-1.39%

Geode Capital Management, L.L.C.

5.88M

+4.40%

Capital International Investors

4.22M

+62.20%

MFS Investment Management

4.24M

-1.11%

Risk Assessment

Currency: USD Updated：2025-09-15

The 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 company’s current risk assessment score is 5.97, which is higher than the Investment Banking & Investment Services industry's average of 5.16. The company's beta value is 1.15. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.