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EQH
$44.16+$0.16 (+0.36%)live
Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$12.0B
273M shares
52-week range
$35.20 – $56.61
42% from low
Sector
INSURANCE AGENTS, BROKERS & SERVICE
Exchange
NYSE
CS
Borrow rate
0.36%
Easy to borrow
Price (6 mo)
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Change+$13.71
Valuation
Financials
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Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $12.07B | $9.62B | $12.41B | $7.61B | $12.64B | $10.53B | $12.44B | $11.66B |
| Cost of revenue | $5.46B | $7.49B | $9.51B | $291.0M | $5.07B | $5.34B | $5.84B | $2.43B |
| Gross profit | $6.61B | $2.13B | $2.90B | $7.32B | $7.58B | $5.19B | $6.60B | $9.23B |
| Gross margin | 54.8% | 22.2% | 23.4% | 96.2% | 59.9% | 49.3% | 53.1% | 79.1% |
| R&D | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Operating income | $2.49B | −$2.06B | −$1.09B | $2.61B | $2.99B | $738.0M | $2.11B | −$1.19B |
| EBITDA | $3.02B | −$1.16B | $864.0M | $3.37B | $3.83B | $1.78B | $3.20B | −$97.0M |
| Net income | $1.85B | −$1.76B | −$648.0M | $1.75B | $2.15B | $1.30B | $1.31B | −$1.38B |
| Net margin | 15.4% | -18.3% | -5.2% | 23.0% | 17.0% | 12.4% | 10.5% | -11.8% |
| EPS (diluted) | 3.27 | -3.51 | -1.56 | -1.24 | 5.46 | 3.48 | 3.78 | -4.83 |
Annual figures · source: Financial Modeling Prep
Analyst estimates (consensus)
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $15.6B | $7.09 | $7.02–$7.27 | 9 |
| 2027 | $16.9B | $8.80 | $8.68–$9.10 | 9 |
| 2028 | $18.4B | $10.47 | $6.92–$12.80 | 5 |
| 2029 | $17.8B | $12.21 | $11.19–$13.29 | 1 |
Forward consensus · source: Financial Modeling Prep
DCF fair valuemodel estimate
Intrinsic value
$229.24
Price
$44.16
Implied upside
+419%
Peer comparison
Equitable Holdings, Inc.
Equitable Holdings Inc is a financial services company providing retirement, asset management, and wealth management solutions for individual and institutional clients, operating through three segments. The Retirement segment generates the majority of revenue and offers annuities, retirement savings plans, institutional savings products, and includes the spread lending business. The Asset Management segment provides diversified investment management and related services globally through Institutional, Retail, and Private Wealth channels and reflects the business of AB. The Wealth Management segment offers advisory accounts, financial planning and advice, life insurance, and annuity products. Revenues are earned predominantly from fee income, income from investments, and insurance premiums.
www.equitable.com- Employees
- 8,000
- IPO / List date
- May 10, 2018
- HQ
- NEW YORK, NY
Held by traders on TradeandTell
No one on the platform currently holds EQH.
Super investors & insiders
Institutions holding (13F)
| Institution | Shares | Reported |
|---|---|---|
| Bridgewater Associatesas of 2026-03-31 | 458,416 | $17.0M |
Insider activity (SEC Form 4)
Dividend history
TTM yield · 2.51% ($1.11/share)
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-06-01 | $0.3000 | 2026-06-08 |
| 2026-03-04 | $0.2700 | 2026-03-11 |
| 2025-11-24 | $0.2700 | 2025-12-01 |
| 2025-08-05 | $0.2700 | 2025-08-12 |
| 2025-06-02 | $0.2700 | 2025-06-09 |
| 2025-03-05 | $0.2400 | 2025-03-12 |
| 2024-11-26 | $0.2400 | 2024-12-03 |
| 2024-08-06 | $0.2400 | 2024-08-13 |
| 2024-06-03 | $0.2400 | 2024-06-10 |
| 2024-02-23 | $0.2200 | 2024-03-04 |
Recent trades on TradeandTell
No one on the platform has traded EQH yet.
