EQH — Equitable Holdings Inc. price, chart and key statistics
Technical analysis2
Overlay lines0
Addendum charts0
Key stats#
Data provided bySource: Twelve DataPrice data
- Price
- $52.66
- YTD price return
- +10.51%
- YTD total return
- +12.80%
- Market cap
- 14B
- Enterprise value
- 2.7B
- Shares outstanding
- 266.7M
- 52W low
- $35.20
- 52W high
- $56.83
- From 52W high
- -7.34%
- From 52W low
- +49.62%
- 52W range
- 81%$35.20–$56.83
- Beta
- 1.10
Volume
- Rel volume
- 0.87×
- 30D volume
- 2.6M
- 30D $ vol
- 140.3M
Insider trading
- Insider net 1W
- none
- Insider net 1M
- none
- Insider net 3M
- −$2.0M
- Insider net 1Y
- −$22.7M
Form 4 transactions by trade date, as filed; latest on file 2026-09-21.
Fundamentals
- Sales (ttm)
- 13B
- Sales/share
- $48.92
- EPS (ttm)
- $5.18
- Book value/share
- -$6.76
- Net margin
- 11.53%
- ROA
- 0.45%
Growth (CAGR, ttm) · 10Y
- Sales
- +8.70%+8.66%+9.64%+1.07%
- Net income
- n/a-9.57%n/a+1.88%
- Shares
- -6.93%-7.64%-8.01%-7.35%
Per-share growth (CAGR, ttm) · 10Y
- EPS
- n/a-1.85%n/a+8.97%
- Sales/share
- +16.79%+17.65%+19.19%+9.08%
- Dividend/share
- +11.77%+10.71%+10.25%n/a
- Price
- +17.37%+25.61%+8.39%n/a
- Total return
- +20.53%+28.69%+11.18%n/a
Fundamentals end at the last reported quarter; price and total return end at the latest close.
Valuation
- P/E (ttm)
- 10.2×
- Fwd P/E
- 6.2×
- P/S (ttm)
- 1.1×
- P/B (mrq)
- -7.8×
- EV/EBITDA (fy)
- 0.9×
- EV/Sales (ttm)
- 0.2×
- Dividend yield (fwd)Div yield
- 2.28%
- Dividend yield (ttm)
- 2.16%
- Dividend/share (fwd)
- $1.20
- Buyback yield (realized, 1y)
- 6.93%
- Shareholder yield (realized, 1y)
- 9.10%
- Buyback yield (cash, ttm)
- 7.32%
- Shareholder yield (cash, ttm)
- 9.58%
Vs own 10Y history
- P/E
- 47th
- P/S
- 51st
- P/B
- 96th
Bar = where today’s multiple sits in EQH’s own 10-year range:near a decade-low (cheap)→mid-range→near a decade-high (rich).
Performance · price returntotal return · as of 2026-11-06#
Data provided bySource: Twelve DataFundamentals#
Net income
5Y n/m5Y n/mYoY n/mEPS (diluted)
5Y n/m5Y n/mYoY n/mFree cash flow
FY25: operating cash flow $714M, capex —
No quarters filed for this figure.
Shares (diluted)
5Y −33.8%5Y −33.8%YoY −7.7%Dividend per share
5Y CAGR +9.7%5Y CAGR +9.7%YoY +11.1%About Equitable Holdings#
Data provided bySource: Twelve DataEquitable Holdings Inc. is a U.S. financial services holding company focused on retirement, protection, wealth management, and asset management solutions. Through its core businesses, Equitable and AllianceBernstein, it offers annuity products, life insurance, retirement planning services, investment management, and financial advice for individuals, families, small businesses, and institutional clients. Its retirement businesses serve savers seeking long-term income and tax-deferred solutions, while its protection offerings include life insurance and employee benefit products. The company also supports advisory and wealth management services through financial professionals, alongside asset management capabilities for a broad client base. Equitable Holdings Inc. plays a diversified role in the U.S. financial market by connecting insurance, retirement, and investment services across retail, institutional, and private wealth channels.
New York, NY·8,000 employees·Asset Management·ir.equitableholdings.com·As of Oct 28, 2026
Recent filings#
- Nov 2Earnings · Earnings release — EPS $2.13 vs $1.87 est. (+13.9%); revenue $3.88B (+168% y/y) 1.8%
- Sep 21Insider sale · SCOTT BERTRAM L (Director) sold 4,246 shares for $226K on 2 days since Aug 6
- Sep 17Insider sale · MacKay Craig C (Director) sold 4,200 shares for $222K on 2 days since Aug 11
- Sep 4Insider sale · Lane Nick (See Remarks) sold 14,923 shares for $795K at $53.24
- Sep 4Insider sale · Isaacs-Lowe Arlene (Director) sold 1,000 shares for $53K at $52.83
ETFs holding EQH#
25 of the 193 ETFs ChartRow carries live hold EQH. The 8 largest positions, by the weight each fund filed in its latest SEC N-PORT report (Jun 26 to Aug 26).
| Fund | Name | Filed weight |
|---|---|---|
| KBE | SPDR S&P Bank ETF | 1.0% |
| MDY | SPDR S&P MidCap 400 ETF Trust | 0.3% |
| IJH | iShares Core S&P Mid-Cap ETF | 0.3% |
| VBR | Vanguard Small-Cap Value ETF | 0.3% |
| IWP | iShares Russell Mid-Cap Growth ETF | 0.2% |
| VFH | Vanguard Financials ETF | 0.2% |
| VB | Vanguard Small-Cap ETF | 0.1% |
| VXF | Vanguard Extended Market ETF | 0.1% |
Related Financials#
Data provided bySource: Twelve Data| Ticker | Name | 1M | 1D |
|---|---|---|---|
| BRK-B | Berkshire Hathaway Inc. | +12.93% | -0.25% |
| JPM | JPMorgan Chase & Co. | +0.97% | -0.84% |
| V | Visa Inc. | +14.03% | +0.01% |
| MA | Mastercard Incorporated | +15.20% | -0.49% |
| BAC | Bank of America Corporation | -8.63% | -0.68% |
| HSBC | HSBC Holdings plc. | -10.78% | -1.14% |
| MS | Morgan Stanley | -5.02% | -0.55% |
| RY | Royal Bank Of Canada | +2.45% | -1.28% |
