Equitable Holdings Inc

EQH

45.520USD

+2.120+4.88%

Close 02/06, 16:00（ET）Quotes delayed by 15 min

Equitable Holdings Inc's Score

Industry at a Glance

Industry Ranking

45 / 118

Overall Ranking

186 / 4521

Industry

Investment Banking & Investment Services

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 -14.31, at a low 3-year percentile range.

Held by Brandes Investmen

Star Investor Brandes Investmen holds 2.46K shares of this stock.

Analyst Rating

Based on 14 analysts

Buy

Current Rating

62.182

Target Price

+43.28%

Upside Space

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

The current financial score of Equitable Holdings Inc is 5.01, ranking 107 out of 118 in the Investment Banking & Investment Services industry. Its financial status is weak, and its operating efficiency is low. Its latest quarterly revenue reached 2.89B, representing a year-over-year decrease of 26.46%, while its net profit experienced a year-over-year decrease of 76.86%.

Score

Industry at a Glance

Previous score

5.01

Change

0



Financials

5.40

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

4.36

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

Relevant data have not been disclosed by the company yet.

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Operational Efficiency

4.98

Key Metrics

Cash flow from operating activities

Income after tax

Relevant data have not been disclosed by the company yet.



Growth Potential

2.18

Key Metrics

Cash flow from operating activities

Total revenue

Relevant data have not been disclosed by the company yet.



Shareholder Returns

8.14

Key Metrics

Free cash flow

Relevant data have not been disclosed by the company yet.

The current valuation score of Equitable Holdings Inc is 5.76, ranking 100 out of 118 in the Investment Banking & Investment Services industry. Its current P/E ratio is -9.42, which is -578.55% below the recent high of 45.06 and -489.05% above the recent low of -55.47.

Score

Industry at a Glance

Previous score

5.76

Change

0

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 45/118

Relevant data have not been disclosed by the company yet.

The current earnings forecast score of Equitable Holdings Inc is 8.14, ranking 19 out of 118 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

Industry at a Glance

Previous score

8.14

Change

0

Support & Resistance

Relevant data have not been disclosed by the company yet.

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.

The current price momentum score of Equitable Holdings Inc is 7.42, ranking 32 out of 118 in the Investment Banking & Investment Services industry. Currently, the stock price is trading between the resistance level at 48.79 and the support level at 42.31, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

6.85

Change

0.57

Support & Resistance

Relevant data have not been disclosed by the company yet.

Institutional Confidence

Currency: USD Updated: 2026-02-06

The current institutional shareholding score of Equitable Holdings Inc is 10.00, ranking 1 out of 118 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 30.49M shares, representing 10.76% of shares outstanding, with 2.23% decrease in holdings.

Score

Industry at a Glance

Previous score

10.00

Change

0

Institutional Shareholding

Relevant data have not been disclosed by the company yet.

Shareholder Activity

Name

Shares Held

Chg %

The Vanguard Group, Inc.

Star Investors

31.99M

-5.06%

BlackRock Institutional Trust Company, N.A.

24.14M

-1.71%

CPP Investments

17.51M

-0.62%

T. Rowe Price Associates, Inc.

Star Investors

15.83M

-4.04%

Norges Bank Investment Management (NBIM)

12.53M

-11.54%

Wellington Management Company, LLP

12.39M

-3.46%

State Street Investment Management (US)

12.27M

-0.48%

Capital International Investors

11.01M

+49.48%

Geode Capital Management, L.L.C.

6.38M

-14.10%

Thornburg Investment Management, Inc.

4.87M

+0.25%

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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 current risk assessment score of Equitable Holdings Inc is 8.29, ranking 44 out of 118 in the Investment Banking & Investment Services industry. The company's beta value is 1.10. 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.

Equitable Holdings Inc

EQH

7.06 /10

Score

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Earnings Forecast

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