Equitable (EQH) Financials: Revenue & Earnings

EQH price $55.09 +0.50 +0.92%

Ticker
EQH
Price
$55.09
Change
+0.50 +0.92%
Market cap ?
$15.04B
P/E ?
-16.69
Forward P/E ?
7.72
Dividend yield ?
2.09%
Beta ?
1.09
Sector
Financial Services
Industry
Asset Management
Stocklytics score
39
Value
49
Quality
40
Growth
29

Stocklytics score rationale: value 49, quality 40, growth 29.

Financials

2016201720182019202020212022202320242025
117630000001246000000012069000000961900000012415000000761400000012644000000105280000001243700000011665000000

Equitable Holdings, Inc. operates as a global, diversified financial services enterprise, delivering its offerings through four primary divisions. The Individual Retirement segment focuses on providing variable annuity products predominantly to high-net-worth individuals. Its Group Retirement segment supplies tax-advantaged investment and retirement plans to a variety of organizations, including educational…

Fair value

EQH fair value $133.75. Price $55.09. Price is 59% below fair value.

Below fair value, and cheaper than usual. A larger discount than on 82% of days in the past 5 years.

Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.

Compare EQH

Earnings

DateEPS actualEPS estimateRevenueRevenue estimate
2026-11-02—1.86—3.95B
2026-08-041.701.651.66B3.84B
2026-05-041.621.604.23B3.94B
2026-02-041.761.753.28B3.95B
2025-11-041.481.611.45B3.50B
2025-08-05-1.211.712.36B3.99B
2025-04-291.351.474.58B3.83B
2025-02-051.571.653.62B3.98B
2024-11-041.531.533.08B3.78B
2024-07-301.431.403.51B3.81B
2024-04-301.431.332.23B3.59B
2024-02-061.331.172.17B3.53B
2023-10-311.151.323.62B3.54B
2023-08-021.171.172.38B4.39T
2023-05-030.961.242.36B3.31B
2023-02-081.111.291.90B3.29B
2022-11-021.281.133.01B3.13B
2022-08-031.311.315.17B3.32B
2022-05-091.361.513.94B3.61B
2022-02-101.541.463.32B3.59B
2021-11-031.941.393.62B3.42B
2021-08-041.711.372.95B3.62B
2021-05-051.131.231.15B3.56B
2021-02-231.651.18516.00M3.44B
2020-11-041.241.161.84B1.75B
2020-08-041.000.90-2.53B3.12B
2020-05-071.081.1412.59B3.28B
2020-02-261.371.151.69B2.90B
2019-11-061.381.063.03B2.67B
2019-08-081.141.033.16B3.10B
2019-05-090.980.931.71B3.21B
2019-02-280.930.905.16B3.00B
2018-11-121.230.901.08B2.29B
2018-08-130.900.862.96B2.88B
2018-06-190.830.812.83B—
2018-05-111.17—3.02B—
2017-09-300.02—2.81B—
2017-06-301.08—3.88B—
2017-03-31-0.52—2.83B—
2016-12-31-0.78—1.50B—

Dividends

Yield 2.07%. Payout ratio —. Frequency Quarterly.

Safety score 67/100 · Moderate. Payout ratio is not reported, so this part stays neutral. Free-cash-flow coverage is not available, so this part stays neutral. Dividends were paid in 9 separate years. Yield is 2.1%, in a range that is usually sustainable.

Ex-dateDividendRecordPaymentFrequency
2026-08-03$0.302026-08-032026-08-10Quarterly
2026-06-01$0.302026-06-012026-06-08Quarterly
2026-03-04$0.272026-03-042026-03-11Quarterly
2025-11-24$0.272025-11-242025-12-01Quarterly
2025-08-05$0.272025-08-052025-08-12Quarterly
2025-06-02$0.272025-06-022025-06-09Quarterly
2025-03-05$0.242025-03-052025-03-12Quarterly
2024-11-26$0.242024-11-262024-12-03Quarterly
2024-08-06$0.242024-08-062024-08-13Quarterly
2024-06-03$0.242024-06-032024-06-10Quarterly
2024-02-23$0.222024-02-262024-03-04Quarterly
2023-11-24$0.222023-11-272023-12-04Quarterly
2023-08-04$0.222023-08-072023-08-14Quarterly
2023-06-02$0.222023-06-052023-06-12Quarterly
2023-02-24$0.202023-02-272023-03-06Quarterly
2022-11-25$0.202022-11-282022-12-05Quarterly
2022-08-05$0.202022-08-082022-08-15Quarterly
2022-05-26$0.202022-05-302022-06-06Quarterly
2022-02-25$0.182022-02-282022-03-07Quarterly
2021-11-26$0.182021-11-292021-12-06Quarterly
2021-08-12$0.182021-08-132021-08-20Quarterly
2021-05-27$0.182021-05-312021-06-07Quarterly
2021-03-03$0.172021-03-042021-03-11Quarterly
2020-11-20$0.172020-11-232020-12-01Quarterly
2020-08-10$0.172020-08-112020-08-18Quarterly
2020-05-29$0.172020-06-012020-06-09Quarterly
2020-03-06$0.152020-03-092020-03-16Quarterly
2019-11-15$0.152019-11-182019-11-25Quarterly
2019-08-21$0.152019-08-222019-08-29Quarterly
2019-05-31$0.152019-06-032019-06-11Quarterly
2019-03-04$0.132019-03-052019-03-15Quarterly
2018-11-23$0.132018-11-262018-12-03Quarterly
2018-08-22$0.132018-08-232018-08-30Quarterly

Insider trades

DateInsiderActionSharesPriceValue
2026-09-21SCOTT BERTRAM LSell2.78K$54.35151.09K
2026-09-17MacKay Craig CSell2.00K$54.27108.55K
2026-09-04Lane NickSell14.92K$53.24794.52K
2026-09-04Isaacs-Lowe ArleneSell1.00K$52.8352.83K
2026-08-17HURD JEFFREY JBuy9.36K$21.34199.72K
2026-08-17HURD JEFFREY JSell4.66K$51.39239.41K
2026-08-17HURD JEFFREY JSell4.20K$52.51220.55K
2026-08-17HURD JEFFREY JSell500$53.0526.52K
2026-08-17HURD JEFFREY JSell2.46K$51.39126.36K
2026-08-17HURD JEFFREY JSell2.24K$52.50117.66K
2026-08-17HURD JEFFREY JSell300$53.0615.92K
2026-08-17HURD JEFFREY JSell9.36K$21.34199.72K
2026-08-11MacKay Craig CSell2.20K$51.37113.00K
2026-08-10Pearson MarkBuy1.36K——
2026-08-10Raju Robin MBuy320——
2026-08-10Eckert William James IVBuy48——
2026-08-10HURD JEFFREY JBuy272——
2026-08-10Lane NickBuy314——
2026-08-10BERNSTEIN SETH PBuy104——
2026-08-10Meyers KurtBuy197——
2026-08-10Eckert William James IVSell947$52.8850.07K
2026-08-06Stonehill Charles G.T.Sell7.50K$51.54386.55K
2026-08-06SCOTT BERTRAM LSell1.47K$51.1574.99K
2026-07-20Pearson MarkBuy27.20K$23.18630.50K
2026-07-20Pearson MarkSell39.56K$48.541.92M
2026-07-20Pearson MarkSell136$49.196.69K
2026-07-20Pearson MarkSell27.20K$23.18630.50K
2026-07-15HURD JEFFREY JBuy9.36K$21.34199.70K
2026-07-15HURD JEFFREY JSell1.40K$48.0167.21K
2026-07-15HURD JEFFREY JSell7.96K$49.01390.04K
2026-07-15HURD JEFFREY JSell800$48.0238.42K
2026-07-15HURD JEFFREY JSell4.20K$49.03205.91K
2026-07-15HURD JEFFREY JSell9.36K$21.34199.70K
2026-06-18Pearson MarkBuy27.20K$23.18630.50K
2026-06-18Pearson MarkSell39.70K$45.281.80M
2026-06-18Pearson MarkSell27.20K$23.18630.50K
2026-06-15HURD JEFFREY JBuy9.36K$21.34199.70K
2026-06-15HURD JEFFREY JSell9.36K$45.11422.12K
2026-06-15HURD JEFFREY JSell5.00K$45.11225.57K
2026-06-15HURD JEFFREY JSell9.36K$21.34199.70K
2026-06-10Eckert William James IVSell6.20K$41.83259.35K
2026-06-08Meyers KurtBuy250——
2026-06-08Raju Robin MBuy406——
2026-06-08BERNSTEIN SETH PBuy131——
2026-06-08Lane NickBuy398——
2026-06-08HURD JEFFREY JBuy344——
2026-06-08Pearson MarkBuy1.72K——
2026-06-08Eckert William James IVBuy61——
2026-06-04SCOTT BERTRAM LSell2.47K$41.08101.48K
2026-05-20Hondal FrancisBuy4.40K$42.05185.02K
2026-05-20Stansfield GeorgeBuy4.40K$42.05185.02K
2026-05-20Dachille Douglas A.Buy4.40K$42.05185.02K
2026-05-20Kaye Daniel GBuy4.40K$42.05185.02K
2026-05-20Stonehill Charles G.T.Buy4.40K$42.05185.02K
2026-05-20SCOTT BERTRAM LBuy4.40K$42.05185.02K
2026-05-20MacKay Craig CBuy4.40K$42.05185.02K
2026-05-20LAMMTENNANT JOAN MBuy6.90K$42.05290.02K
2026-05-20Isaacs-Lowe ArleneBuy4.40K$42.05185.02K
2026-05-18Pearson MarkBuy27.20K$23.18630.50K
2026-05-18Pearson MarkSell39.70K$42.601.69M
2026-05-18Pearson MarkSell27.20K$23.18630.50K
2026-05-15Eckert William James IVSell7.30K$42.48310.14K
2026-05-15Lane NickBuy4.42K$23.18102.39K
2026-05-15Lane NickSell4.42K$42.45187.49K
2026-05-15Lane NickSell4.42K$23.18102.39K
2026-05-15HURD JEFFREY JBuy9.36K$21.34199.70K
2026-05-15HURD JEFFREY JSell9.36K$42.44397.18K
2026-05-15HURD JEFFREY JSell5.00K$42.45212.24K
2026-05-15HURD JEFFREY JSell9.36K$21.34199.70K
2026-04-20Pearson MarkBuy27.20K$23.18630.50K
2026-04-20Pearson MarkSell39.70K$41.631.65M
2026-04-20Pearson MarkSell27.20K$23.18630.50K
2026-04-15Lane NickBuy10.00K$23.18231.80K
2026-04-15Lane NickSell10.00K$40.44404.42K
2026-04-15Lane NickSell10.00K$23.18231.80K
2026-04-15HURD JEFFREY JBuy9.36K$21.34199.70K
2026-04-15HURD JEFFREY JSell8.31K$40.61337.43K
2026-04-15HURD JEFFREY JSell1.05K$41.0643.07K
2026-04-15HURD JEFFREY JSell5.00K$40.44202.20K
2026-04-15HURD JEFFREY JSell9.36K$21.34199.70K
2026-04-15Pearson MarkBuy1.39K$23.1832.15K
2026-04-15Pearson MarkSell1.39K$40.0355.52K
2026-04-15Pearson MarkSell1.39K$23.1832.15K
2026-04-08Pearson MarkBuy25.81K$23.18598.35K
2026-04-08Pearson MarkSell38.31K$40.051.53M
2026-04-08Pearson MarkSell25.81K$23.18598.35K
2026-04-08HURD JEFFREY JBuy9.36K$21.34199.70K
2026-04-08HURD JEFFREY JSell9.36K$40.06374.84K
2026-04-08HURD JEFFREY JSell5.00K$40.00200.00K
2026-04-08HURD JEFFREY JSell9.36K$21.34199.70K
2026-04-08Lane NickBuy10.00K$23.18231.80K
2026-04-08Lane NickSell10.00K$40.04400.38K
2026-04-08Lane NickSell10.00K$23.18231.80K
2026-03-12Pearson MarkBuy1.66K——
2026-03-12Meyers KurtBuy241——
2026-03-12Lane NickBuy384——
2026-03-12Eckert William James IVBuy59——
2026-03-12BERNSTEIN SETH PBuy127——
2026-03-12Raju Robin MBuy392——
2026-03-12HURD JEFFREY JBuy332——

Institutional holders

Latest filed quarter: Q2 2026.

Institutions holding: 491, holders -63 vs prior quarter. Ownership 95.14%.

HolderSharesChangeChange %Value
BLACKROCK, INC.25.90M-1.43M-5.22%1.14B
NORGES BANK18.33M18.33MNew804.18M
PRICE T ROWE ASSOCIATES INC /MD/18.19M661.26K+3.77%798.04M
VANGUARD PORTFOLIO MANAGEMENT LLC13.44M-1.18M-8.08%589.92M
VANGUARD CAPITAL MANAGEMENT LLC12.70M70.37K+0.56%557.42M
HARRIS ASSOCIATES L P9.49M9.49MNew416.38M
STATE STREET CORP9.39M-2.59M-21.64%411.96M
CANADA PENSION PLAN INVESTMENT BOARD9.11M-9.11M-50.02%399.58M
WELLINGTON MANAGEMENT GROUP LLP8.78M523.64K+6.34%385.49M
CAPITAL INTERNATIONAL INVESTORS8.42M-2.01M-19.32%369.25M
PZENA INVESTMENT MANAGEMENT LLC5.56M1.10M+24.58%244.05M
GEODE CAPITAL MANAGEMENT, LLC5.44M-414.18K-7.07%238.78M
VIKING GLOBAL INVESTORS LP5.40M5.40MNew236.90M
THORNBURG INVESTMENT MANAGEMENT INC5.14M148.13K+2.97%225.65M
BANK OF MONTREAL /CAN/4.84M-63.71K-1.30%212.46M
DIAMOND HILL CAPITAL MANAGEMENT, LLC (INVESTMENT ADVISOR)4.74M-2.45M-34.04%208.15M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/4.23M243.45K+6.10%186.95M
CONIFER MANAGEMENT, L.L.C.4.20M00.00%184.30M
DIMENSIONAL FUND ADVISORS LP3.87M8.68K+0.23%169.62M
CASTLE HOOK PARTNERS LP3.60M3.60MNew157.95M
MORGAN STANLEY3.35M286.83K+9.37%146.88M
NORTHERN TRUST CORP3.26M-570.25K-14.88%143.12M
INVESCO LTD.3.06M-466.97K-13.24%134.22M
FMR LLC3.04M891.67K+41.48%133.46M
MARSHALL WACE, LLP2.78M758.15K+37.51%121.95M

Earnings and financials

Equitable Holdings, Inc. (EQH) trades at $55.09, with a market cap of $15.04B and a trailing P/E of -16.69. Revenue below is the annual history on file. It describes what the business has already reported. It is not a forecast and it is not a recommendation.

Financials

2016201720182019202020212022202320242025
117630000001246000000012069000000961900000012415000000761400000012644000000105280000001243700000011665000000

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Equitable (EQH) Financials: Revenue & Earnings

EQH$55.09+0.50 +0.92%

$15.04B

Market Cap

-16.69

P/E

7.72

Forward P/E

39

Score

Price History