Equitable Holdings, Inc. (EQH)

US — Financial Services Sector
Peers: AIG  ACGL  ORI  SLF  ARZGY  ALIZY  BBSEY  ALIZF  IGIC  ESGR  WDH  IGICW  GSHD 

Automate Your Wheel Strategy on EQH

With Tiblio's Option Bot, you can configure your own wheel strategy including EQH - and automate your put writes, covered calls, and full wheel strategy. Just connect one of the supported brokerages: tastytrade, Schwab, TradeStation or Tradier and go.

Start Your Free Trial Now

Key Metrics & Ratings

  • symbol EQH
  • Rev/Share 48.0279
  • Book/Share 14.6004
  • PB 6.7778
  • Debt/Equity 2.6822
  • CurrentRatio 0.0
  • ROIC 0.0063

 

  • MktCap 16066928650.0
  • FreeCF/Share 5.2339
  • PFCF 9.9733
  • PE 12.9565
  • Debt/Assets 0.0224
  • DivYield 0.0182
  • ROE 0.5677

 

  • Rating B-
  • Score 2
  • Recommendation Sell
  • P/E Score 2
  • DCF Score 3
  • P/B Score 1
  • D/E Score 1

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Upgrade EQH UBS Neutral Buy -- $77 April 2, 2025
Initiation EQH BMO Capital Markets -- Outperform -- $70 Jan. 23, 2025
Upgrade EQH Deutsche Bank Hold Buy $47 $58 Jan. 10, 2025
Upgrade EQH Keefe Bruyette Market Perform Outperform $54 $58 Dec. 9, 2024
Initiation EQH Barclays -- Overweight -- $59 Sept. 5, 2024

News

3 Stocks to Watch That Declared Dividend Hikes Amid Market Volatility
BCML, EQH, NOC
Published: May 23, 2025 by: Zacks Investment Research
Sentiment: Negative

BCML, EQH, and NOC offer dividend hikes and stability as market volatility lingers amid Fed caution and unresolved global trade tensions.

Read More
image for news 3 Stocks to Watch That Declared Dividend Hikes Amid Market Volatility
Equitable Holdings Hikes Dividend by 12.5%, But Yield Trails Industry
EQH
Published: May 22, 2025 by: Zacks Investment Research
Sentiment: Positive

More than half of EQH's cash flow comes from non-insurance business, providing diversification benefits.

Read More
image for news Equitable Holdings Hikes Dividend by 12.5%, But Yield Trails Industry
Equitable: Transition To Higher Quality Earnings Continues
EQH
Published: May 21, 2025 by: Seeking Alpha
Sentiment: Positive

Equitable Holdings' transformation toward capital-light, recurring revenue streams and asset management supports multiple expansion and a higher valuation. Strategic reinsurance and AllianceBernstein transactions free up capital, enabling significant buybacks and dividend growth, with robust liquidity and strong risk-based capital ratios. The earnings mix is shifting toward more predictable, fee-based income, reducing volatility, while insurance and wealth management units continue to perform well.

Read More
image for news Equitable: Transition To Higher Quality Earnings Continues
Equitable Holdings Q1 Earnings Miss Estimates, Stock Up 3.5%
EQH
Published: May 16, 2025 by: Zacks Investment Research
Sentiment: Negative

EQH returns $74 million as cash dividends and $261 million as share repurchases in the first quarter of 2025.

Read More
image for news Equitable Holdings Q1 Earnings Miss Estimates, Stock Up 3.5%
Equitable Holdings, Inc. (EQH) Q1 2025 Earnings Call Transcript
EQH
Published: April 30, 2025 by: Seeking Alpha
Sentiment: Neutral

Equitable Holdings, Inc. (NYSE:EQH ) Q1 2025 Earnings Conference Call April 30, 2025 9:00 AM ET Company Participants Erik Bass - Head of IR Mark Pearson - President and CEO Nick Lane - President, Equitable Financial Onur Erzan - Head, AllianceBernstein Global Client Group and Private Wealth Business Robin Raju - CFO Conference Call Participants Suneet Kamath - Jefferies Ryan Krueger - KBW Michael Ward - UBS Tom Gallagher - Evercore Jimmy Bhullar - JPMorgan Joel Hurwitz - Dowling & Partners Jack Madden - BMO Capital Markets Nick Anido - Wells Fargo Maxwell Fritscher - Truist Securities Wilma Burdis - …

Read More
image for news Equitable Holdings, Inc. (EQH) Q1 2025 Earnings Call Transcript
Compared to Estimates, Equitable Holdings (EQH) Q1 Earnings: A Look at Key Metrics
EQH
Published: April 29, 2025 by: Zacks Investment Research
Sentiment: Positive

The headline numbers for Equitable Holdings (EQH) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Read More
image for news Compared to Estimates, Equitable Holdings (EQH) Q1 Earnings: A Look at Key Metrics
Are You Looking for a High-Growth Dividend Stock?
EQH
Published: April 23, 2025 by: Zacks Investment Research
Sentiment: Positive

Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Equitable Holdings, Inc. (EQH) have what it takes?

Read More
image for news Are You Looking for a High-Growth Dividend Stock?
Octane Closes $700 Million Forward-Flow Deal with New York Life, MetLife Investment Management, and Equitable
EQH
Published: April 15, 2025 by: PRNewsWire
Sentiment: Neutral

Partnership with Leading Insurers Helps Turbocharge Company's Continued Growth NEW YORK , April 15, 2025 /PRNewswire/ -- Octane ® (Octane Lending, Inc.®), the fintech revolutionizing the buying experience for major recreational purchases, announced today that it has executed an up to $700 million forward-flow facility. New York Life , the largest 1 mutual life insurance company in the United States, was the Loan Arranger and lead investor along with MetLife Investment Management (MIM), the institutional asset management business of MetLife, Inc., and Equitable , a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH).

Read More
image for news Octane Closes $700 Million Forward-Flow Deal with New York Life, MetLife Investment Management, and Equitable
Why Equitable Holdings, Inc. (EQH) is a Great Dividend Stock Right Now
EQH
Published: April 07, 2025 by: Zacks Investment Research
Sentiment: Positive

Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Equitable Holdings, Inc. (EQH) have what it takes?

Read More
image for news Why Equitable Holdings, Inc. (EQH) is a Great Dividend Stock Right Now
Equitable Holdings Announces Extension of Cash Tender Offer for Up to 46,000,000 Units of AllianceBernstein Holding
EQH
Published: March 25, 2025 by: Business Wire
Sentiment: Neutral

NEW YORK--(BUSINESS WIRE)--Equitable Holdings Announces Extension of Cash Tender Offer for Up to 46,000,000 Units of AllianceBernstein Holding.

Read More
image for news Equitable Holdings Announces Extension of Cash Tender Offer for Up to 46,000,000 Units of AllianceBernstein Holding
RGA Announces Reinsurance Transaction with Equitable Holdings
EQH, RGA
Published: February 24, 2025 by: Business Wire
Sentiment: Neutral

ST. LOUIS--(BUSINESS WIRE)--Reinsurance Group of America, Incorporated (NYSE: RGA), a leading global life and health reinsurer, today announced it has entered into an agreement with Equitable Holdings, Inc. (NYSE: EQH, ”Equitable”) to reinsure a diversified block of life insurance products and expand their strategic partnership. RGA to reinsure $32 billion of a diversified mix of life insurance products RGA expects to deploy $1.5 billion of capital at closing into this reinsurance transaction P.

Read More
image for news RGA Announces Reinsurance Transaction with Equitable Holdings
Equitable Holdings Q4 Earnings Miss, Revenues Up Y/Y on Segment Strength
EQH
Published: February 17, 2025 by: Zacks Investment Research
Sentiment: Neutral

EQH's Q4 results reflect a decline in net investment income. Total AUM rose 8.9% year over year and while a decline in expense level aids margins.

Read More
image for news Equitable Holdings Q4 Earnings Miss, Revenues Up Y/Y on Segment Strength

About Equitable Holdings, Inc. (EQH)

  • IPO Date 2018-05-10
  • Website https://www.equitableholdings.com
  • Industry Insurance - Diversified
  • CEO Mr. Mark Pearson
  • Employees 8000

Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through four segments: Individual Retirement, Group Retirement, Investment Management and Research, and Protection Solutions. The Individual Retirement segment offers a suite of variable annuity products primarily to affluent and high net worth individuals. The Group Retirement segment provides 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 Investment Management and Research segment offers diversified investment management, research, and related solutions to various clients through institutional, retail, and private wealth management channels; and distributes its institutional research products and solutions. The Protection Solutions segment provides various variable universal life, indexed universal life, and term life products to help affluent and high net worth individuals, as well as small and medium-sized business owners; and a suite of life, short- and long-term disability, dental, and vision insurance products to small and medium-size businesses. The company was formerly known as AXA Equitable Holdings, Inc. and changed its name to Equitable Holdings, Inc. in January 2020. Equitable Holdings, Inc. was founded in 1859 and is based in New York, New York.