EQH-PC
Equitable Holdings, Inc.
Price Chart
Latest Quote
$16.39
+0.00 (+0.00%)
Current Price
| Previous Close | $16.39 |
| Open | $16.36 |
| Day High | $16.44 |
| Day Low | $16.28 |
| Volume | 13,517 |
Stock Information
| Quarterly Dividend / Yield | $1.08 / 6.56% |
| Quarterly Dividend Yield | 6.56% |
| Quarterly Dividend | $1.08 |
| Total Debt | $7.23B |
| Cash Equivalents | $11.85B |
| Revenue | $11.32B |
| Net Income | $-883.00M |
| Sector | Financial Services |
| Industry | Asset Management |
| P/E Ratio | 4.32 |
| EPS (TTM) | $3.80 |
| Exchange | NYQ |
đ Comprehensive Analysis
Company Data
| Enterprise Value | $3.04B |
| Sales | $11.32B |
| Income | $-883.00M |
| Book/sh | $-2.82 |
| Employees | 8K |
Financial Ratios
| Quick Ratio | 1.93 |
| Current Ratio | 2.34 |
| Debt/Eq | 321.16 |
| EPS Growth TTM | 885.70% |
Returns & Margins
| ROA | -0.05% |
| ROE | -13.52% |
| Gross Margin | 13.19% |
| Operating Margin | 22.43% |
| Profit Margin | -7.26% |
Ownership
| Insider & Institutional transactions data not available |
Valuation Ratios
| P/B | -5.80 |
Analyst Data
| Recommendation | none |
Technical Indicators
| SMA20 | $16.12 |
| SMA50 | $16.12 |
| SMA200 | $16.08 |
| RSI | 68.07 |
| ATR | 0.1880 |
| Shares Float | 261.01M |
| Short Ratio | 0.86 |
| Volatility | 1.11 |
| Rel Volume | 0.69 |
Performance History
| Week | +1.11% |
| Month | +4.03% |
| Quarter | +3.45% |
| 6 Months | +4.38% |
| YTD | +3.05% |
| Year | +6.87% |
| 3 Years | +19.37% |
| 5 Years | -12.30% |
| 10 Years | -10.21% |
Stock Score:
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Recent Price History
| Date | Close | Volume |
|---|---|---|
| 2026-06-18 | $16.39 | 14,884 |
| 2026-06-17 | $16.39 | 145,465 |
| 2026-06-16 | $16.39 | 8,758 |
| 2026-06-15 | $16.38 | 13,635 |
| 2026-06-12 | $16.19 | 9,821 |
| 2026-06-11 | $16.21 | 20,594 |
| 2026-06-10 | $16.00 | 8,846 |
| 2026-06-09 | $16.01 | 12,979 |
| 2026-06-08 | $15.99 | 8,730 |
| 2026-06-05 | $16.02 | 12,407 |
| 2026-06-04 | $16.02 | 17,292 |
| 2026-06-03 | $15.99 | 11,037 |
| 2026-06-02 | $16.18 | 21,463 |
| 2026-06-01 | $16.10 | 12,355 |
| 2026-05-29 | $16.11 | 36,885 |
| 2026-05-28 | $16.17 | 16,380 |
| 2026-05-27 | $16.06 | 13,555 |
| 2026-05-26 | $16.07 | 26,368 |
| 2026-05-22 | $15.87 | 8,630 |
| 2026-05-21 | $15.90 | 12,345 |
| 2026-05-20 | $15.99 | 17,042 |
| 2026-05-19 | $15.76 | 15,562 |
About Equitable Holdings, Inc.
Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through six segments: Individual Retirement, Group Retirement, Asset Management, Protection Solutions, Wealth Management, and Legacy. The Individual Retirement variable annuity products, including structured capital strategies, retirement cornerstone, and investment edge primarily to affluent and high net worth individuals. The Group Retirement 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. It offers guaranteed and structured investment option, and personal income benefit variable annuity products and open architecture mutual fund platform. The Asset Management segment offers investment management and related services to various clients through institutions, retail, and private wealth management. The Protection Solutions segment provides life insurance products, such as VUL and COLI insurance, IUL insurance, and term life; and employee benefits business which includes group life, supplemental life, dental, vision, short-term disability, long-term disability, critical illness, accident and hospital indemnity insurance products to small and medium-sized businesses. The Wealth Management segment offers discretionary and non-discretionary investment advisory accounts, financial planning and advice, life insurance, and annuity products. The Legacy segment consists of the capital intensive fixed-rate GMxB business that includes ROP death benefits. 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.
đ° Latest News
Life Insurance Stocks Q1 Results: Benchmarking Equitable Holdings (NYSE:EQH)
StockStory âĸ 2026-06-15T17:32:07Z
Equitable Holdings (EQH) Stock Valuation Checked Against Mixed Returns And Conflicting Fair Value Signals
Simply Wall St. âĸ 2026-06-13T09:12:29Z
Equitable Holdings (EQH) Slid in Q1 Amid Market Volatility and Lower Fee-Related Income
Insider Monkey âĸ 2026-06-11T14:33:43Z
Diamond Hill Capital Select Strategy Purchased Equitable Holdings (EQH) Post-Merger Announcement
Insider Monkey âĸ 2026-06-09T14:16:04Z
PRU Expands Retirement Market Presence With Fixed Indexed Annuity
Zacks âĸ 2026-06-04T15:24:00Z
1 Cash-Heavy Stock to Consider Right Now and 2 We Brush Off
StockStory âĸ 2026-06-02T12:45:23Z
A Look At Equitable Holdings (EQH) Valuation As Mixed Returns Meet Conflicting Fair Value Signals
Simply Wall St. âĸ 2026-05-25T05:07:46Z
This Auto Retailer Repurchased $72 Million of Stock. One Fund Added $65 Million More
Motley Fool âĸ 2026-05-22T15:40:39Z
What to Know About a $38 Million Bet on monday.com Amid a 75% Stock Drop
Motley Fool âĸ 2026-05-22T15:34:40Z
3 Stocks Under $50 with Warning Signs
StockStory âĸ 2026-05-21T20:44:55Z
Period:
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Income Statement (Annual)
| Metric | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|
| Revenue | ||||
| Total Revenue | $12,437,000,000 | $10,528,000,000 | $12,644,000,000 | $7,614,000,000 |
| Operating Revenue | $12,437,000,000 | $10,528,000,000 | $12,644,000,000 | $7,614,000,000 |
| Expenses | ||||
| Interest Expense | $226,000,000 | $228,000,000 | $201,000,000 | $244,000,000 |
| Total Expenses | $10,326,000,000 | $9,790,000,000 | $9,652,000,000 | $5,005,000,000 |
| Other Income Expense | $1,305,000,000 | $1,014,000,000 | $1,028,000,000 | $926,000,000 |
| Net Non Operating Interest Income Expense | $-226,000,000 | $-228,000,000 | $-201,000,000 | $-244,000,000 |
| Interest Expense Non Operating | $226,000,000 | $228,000,000 | $201,000,000 | $244,000,000 |
| Other Operating Expenses | $1,822,000,000 | $1,898,000,000 | $2,185,000,000 | $2,107,000,000 |
| General And Administrative Expense | $2,441,000,000 | $2,328,000,000 | $2,201,000,000 | $2,363,000,000 |
| Loss Adjustment Expense | $731,000,000 | $1,022,000,000 | $1,502,000,000 | $-3,142,000,000 |
| Income & Earnings | ||||
| Net Income From Continuing Operation Net Minority Interest | $1,307,000,000 | $1,302,000,000 | $2,153,000,000 | $1,755,000,000 |
| Net Interest Income | $-226,000,000 | $-228,000,000 | $-201,000,000 | $-244,000,000 |
| Normalized Income | $1,307,000,000 | $1,302,000,000 | $2,153,000,000 | $1,755,000,000 |
| Net Income From Continuing And Discontinued Operation | $1,307,000,000 | $1,302,000,000 | $2,153,000,000 | $1,755,000,000 |
| Net Income Common Stockholders | $1,227,000,000 | $1,222,000,000 | $2,073,000,000 | $1,676,000,000 |
| Net Income | $1,307,000,000 | $1,302,000,000 | $2,153,000,000 | $1,755,000,000 |
| Net Income Including Noncontrolling Interests | $1,823,000,000 | $1,643,000,000 | $2,394,000,000 | $2,170,000,000 |
| Net Income Continuous Operations | $1,823,000,000 | $1,643,000,000 | $2,394,000,000 | $2,170,000,000 |
| Pretax Income | $2,111,000,000 | $738,000,000 | $2,992,000,000 | $2,609,000,000 |
| Other | ||||
| Tax Effect Of Unusual Items | $0 | $0 | $0 | $0 |
| Tax Rate For Calcs | $0 | $0 | $0 | $0 |
| Reconciled Depreciation | $860,000,000 | $812,000,000 | $636,000,000 | $519,000,000 |
| EBIT | $2,337,000,000 | $966,000,000 | $3,193,000,000 | $2,853,000,000 |
| Diluted NI Availto Com Stockholders | $1,227,000,000 | $1,222,000,000 | $2,073,000,000 | $1,676,000,000 |
| Preferred Stock Dividends | $80,000,000 | $80,000,000 | $80,000,000 | $79,000,000 |
| Minority Interests | $-516,000,000 | $-341,000,000 | $-241,000,000 | $-415,000,000 |
| Tax Provision | $288,000,000 | $-905,000,000 | $598,000,000 | $439,000,000 |
| Selling General And Administration | $2,441,000,000 | $2,328,000,000 | $2,201,000,000 | $2,363,000,000 |
| Salaries And Wages | $2,441,000,000 | $2,328,000,000 | $2,201,000,000 | $2,363,000,000 |
| Net Policyholder Benefits And Claims | $731,000,000 | $1,022,000,000 | $1,502,000,000 | $-3,142,000,000 |
| Policyholder Benefits Gross | $1,467,000,000 | $1,740,000,000 | $2,227,000,000 | $-2,421,000,000 |
| Policyholder Benefits Ceded | $736,000,000 | $718,000,000 | $725,000,000 | $721,000,000 |
Fetched: 2026-02-02
Balance Sheet (Annual)
| Metric | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|
| Assets | ||||
| Net Tangible Assets | $-3,786,000,000 | $-2,784,000,000 | $-4,081,000,000 | $6,791,000,000 |
| Total Assets | $295,866,000,000 | $276,814,000,000 | $252,702,000,000 | $292,262,000,000 |
| Goodwill And Other Intangible Assets | $5,371,000,000 | $5,433,000,000 | $5,482,000,000 | $4,728,000,000 |
| Receivables | $12,002,000,000 | $12,239,000,000 | $11,590,000,000 | $17,278,000,000 |
| Other Receivables | $1,961,000,000 | $1,837,000,000 | $2,338,000,000 | $2,599,000,000 |
| Taxes Receivable | $1,997,000,000 | $2,050,000,000 | $781,000,000 | - |
| Loans Receivable | $-278,000,000 | $-279,000,000 | $-129,000,000 | $-62,000,000 |
| Accounts Receivable | $8,044,000,000 | $8,352,000,000 | $8,471,000,000 | $14,679,000,000 |
| Cash Cash Equivalents And Short Term Investments | $31,636,000,000 | $75,269,000,000 | $67,642,000,000 | $83,404,000,000 |
| Cash And Cash Equivalents | $6,964,000,000 | $8,239,000,000 | $4,281,000,000 | $5,188,000,000 |
| Debt | ||||
| Total Debt | $5,949,000,000 | $5,633,000,000 | $5,231,000,000 | $5,122,000,000 |
| Long Term Debt And Capital Lease Obligation | $5,949,000,000 | $5,379,000,000 | $4,472,000,000 | $5,030,000,000 |
| Long Term Debt | $5,949,000,000 | $5,379,000,000 | $4,472,000,000 | $5,030,000,000 |
| Current Debt And Capital Lease Obligation | $0 | $254,000,000 | $759,000,000 | $92,000,000 |
| Current Debt | $0 | $254,000,000 | $759,000,000 | $92,000,000 |
| Other Current Borrowings | $0 | $0 | $759,000,000 | $92,000,000 |
| Net Debt | - | - | $950,000,000 | - |
| Liabilities | ||||
| Total Liabilities Net Minority Interest | $292,298,000,000 | $271,656,000,000 | $249,106,000,000 | $278,699,000,000 |
| Derivative Product Liabilities | $710,000,000 | $36,000,000 | $598,000,000 | $14,000,000 |
| Payables And Accrued Expenses | $4,115,000,000 | $4,883,000,000 | $5,571,000,000 | $6,264,000,000 |
| Payables | $4,115,000,000 | $4,883,000,000 | $5,571,000,000 | $6,264,000,000 |
| Accounts Payable | $4,115,000,000 | $4,883,000,000 | $5,571,000,000 | $6,264,000,000 |
| Other Payable | - | - | $3,323,000,000 | $3,600,000,000 |
| Equity | ||||
| Common Stock Equity | $78,000,000 | $1,087,000,000 | $-161,000,000 | $9,957,000,000 |
| Preferred Stock Equity | $1,507,000,000 | $1,562,000,000 | $1,562,000,000 | $1,562,000,000 |
| Total Equity Gross Minority Interest | $3,568,000,000 | $5,158,000,000 | $3,596,000,000 | $13,563,000,000 |
| Stockholders Equity | $1,585,000,000 | $2,649,000,000 | $1,401,000,000 | $11,519,000,000 |
| Gains Losses Not Affecting Retained Earnings | $-8,712,000,000 | $-7,777,000,000 | $-8,992,000,000 | $2,004,000,000 |
| Other Equity Adjustments | $-8,712,000,000 | $-7,777,000,000 | $-8,992,000,000 | $2,004,000,000 |
| Retained Earnings | $10,647,000,000 | $10,243,000,000 | $9,825,000,000 | $8,880,000,000 |
| Long Term Equity Investment | $3,719,000,000 | $3,384,000,000 | $3,152,000,000 | $2,975,000,000 |
| Investments In Other Ventures Under Equity Method | $3,719,000,000 | $3,384,000,000 | $3,152,000,000 | $2,975,000,000 |
| Preferred Securities Outside Stock Equity | - | - | - | $468,000,000 |
| Other | ||||
| Treasury Shares Number | $167,901,388 | $157,125,976 | $143,336,502 | $129,628,107 |
| Preferred Shares Number | $44,000,000 | $44,000,000 | $44,000,000 | $44,000,000 |
| Ordinary Shares Number | $309,900,248 | $333,877,990 | $365,081,940 | $391,290,224 |
| Share Issued | $477,801,636 | $491,003,966 | $508,418,442 | $520,918,331 |
| Tangible Book Value | $-5,293,000,000 | $-4,346,000,000 | $-5,643,000,000 | $5,229,000,000 |
| Invested Capital | $6,027,000,000 | $6,720,000,000 | $5,070,000,000 | $15,079,000,000 |
| Total Capitalization | $7,534,000,000 | $8,028,000,000 | $5,873,000,000 | $16,549,000,000 |
| Minority Interest | $1,983,000,000 | $2,509,000,000 | $2,195,000,000 | $2,044,000,000 |
| Treasury Stock | $4,198,000,000 | $3,712,000,000 | $3,297,000,000 | $2,850,000,000 |
| Additional Paid In Capital | $2,336,000,000 | $2,328,000,000 | $2,299,000,000 | $1,919,000,000 |
| Capital Stock | $1,512,000,000 | $1,567,000,000 | $1,566,000,000 | $1,566,000,000 |
| Common Stock | $5,000,000 | $5,000,000 | $4,000,000 | $4,000,000 |
| Preferred Stock | $1,507,000,000 | $1,562,000,000 | $1,562,000,000 | $1,562,000,000 |
| Commercial Paper | $0 | $254,000,000 | $0 | - |
| Investments And Advances | $85,018,000,000 | $75,235,000,000 | $71,487,000,000 | $85,452,000,000 |
| Other Short Term Investments | $24,672,000,000 | $67,030,000,000 | $63,361,000,000 | $78,216,000,000 |
Fetched: 2026-02-02
Cash Flow Statement (Annual)
| Metric | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|
| Free Cash Flow | ||||
| Free Cash Flow | $1,853,000,000 | $-325,000,000 | $-417,000,000 | $-313,000,000 |
| Operating Activities | ||||
| Operating Cash Flow | $2,006,000,000 | $-208,000,000 | $-250,000,000 | $-193,000,000 |
| Cash Flow From Continuing Operating Activities | $2,006,000,000 | $-208,000,000 | $-250,000,000 | $-193,000,000 |
| Operating Gains Losses | $-346,000,000 | $290,000,000 | $690,000,000 | $-1,393,000,000 |
| Investing Activities | ||||
| Capital Expenditure | $-153,000,000 | $-117,000,000 | $-167,000,000 | $-120,000,000 |
| Investing Cash Flow | $-15,855,000,000 | $-4,851,000,000 | $-7,487,000,000 | $-12,689,000,000 |
| Cash Flow From Continuing Investing Activities | $-15,855,000,000 | $-4,851,000,000 | $-7,487,000,000 | $-12,689,000,000 |
| Net Other Investing Changes | $642,000,000 | $-165,000,000 | $-520,000,000 | $-1,042,000,000 |
| Capital Expenditure Reported | $-153,000,000 | $-117,000,000 | $-167,000,000 | $-120,000,000 |
| Financing Activities | ||||
| Repurchase Of Capital Stock | $-1,069,000,000 | $-919,000,000 | $-849,000,000 | $-1,637,000,000 |
| Financing Cash Flow | $12,441,000,000 | $9,000,000,000 | $7,045,000,000 | $11,948,000,000 |
| Cash Flow From Continuing Financing Activities | $12,441,000,000 | $9,000,000,000 | $7,045,000,000 | $11,948,000,000 |
| Net Other Financing Charges | $13,909,000,000 | $9,285,000,000 | $8,330,000,000 | $13,058,000,000 |
| Cash Dividends Paid | $-382,000,000 | $-381,000,000 | $-374,000,000 | $-375,000,000 |
| Preferred Stock Dividend Paid | $-80,000,000 | $-80,000,000 | $-80,000,000 | $-79,000,000 |
| Common Stock Dividend Paid | $-302,000,000 | $-301,000,000 | $-294,000,000 | $-296,000,000 |
| Net Preferred Stock Issuance | $-55,000,000 | $0 | $0 | $293,000,000 |
| Net Common Stock Issuance | $-1,014,000,000 | $-919,000,000 | $-849,000,000 | $-1,637,000,000 |
| Issuance Of Capital Stock | - | $0 | $0 | $293,000,000 |
| Preferred Stock Issuance | - | $0 | $0 | $293,000,000 |
| Other | ||||
| Repayment Of Debt | $-642,000,000 | $0 | $-43,000,000 | $-280,000,000 |
| Issuance Of Debt | $604,000,000 | $899,000,000 | $6,000,000 | $873,000,000 |
| Interest Paid Supplemental Data | $318,000,000 | $344,000,000 | $263,000,000 | $215,000,000 |
| End Cash Position | $6,964,000,000 | $8,239,000,000 | $4,281,000,000 | $5,188,000,000 |
| Other Cash Adjustment Outside Changein Cash | $153,000,000 | $-6,000,000 | $-159,000,000 | $-39,000,000 |
| Beginning Cash Position | $8,239,000,000 | $4,281,000,000 | $5,188,000,000 | $6,179,000,000 |
| Effect Of Exchange Rate Changes | $-20,000,000 | $23,000,000 | $-56,000,000 | $-18,000,000 |
| Changes In Cash | $-1,408,000,000 | $3,941,000,000 | $-692,000,000 | $-934,000,000 |
| Preferred Stock Payments | $-55,000,000 | $0 | $0 | - |
| Common Stock Payments | $-1,014,000,000 | $-919,000,000 | $-849,000,000 | $-1,637,000,000 |
| Net Issuance Payments Of Debt | $-38,000,000 | $899,000,000 | $-62,000,000 | $609,000,000 |
| Net Short Term Debt Issuance | $0 | $0 | $-25,000,000 | $16,000,000 |
| Net Long Term Debt Issuance | $-38,000,000 | $899,000,000 | $-37,000,000 | $593,000,000 |
| Long Term Debt Payments | $-642,000,000 | $0 | $-43,000,000 | $-280,000,000 |
| Long Term Debt Issuance | $604,000,000 | $899,000,000 | $6,000,000 | $873,000,000 |
| Net Investment Purchase And Sale | $-14,352,000,000 | $-2,769,000,000 | $-4,311,000,000 | $-10,892,000,000 |
| Sale Of Investment | $13,732,000,000 | $15,262,000,000 | $17,018,000,000 | $40,443,000,000 |
| Purchase Of Investment | $-28,084,000,000 | $-18,031,000,000 | $-21,329,000,000 | $-51,335,000,000 |
| Net Business Purchase And Sale | $0 | $0 | $40,000,000 | $215,000,000 |
| Sale Of Business | $0 | $0 | $40,000,000 | $215,000,000 |
| Change In Working Capital | $-1,288,000,000 | $-3,775,000,000 | $-1,405,000,000 | $-1,383,000,000 |
| Change In Other Working Capital | $-7,000,000 | $-2,312,000,000 | $585,000,000 | $487,000,000 |
| Change In Receivables | $-866,000,000 | $-1,471,000,000 | $-636,000,000 | $-1,092,000,000 |
| Changes In Account Receivables | $-866,000,000 | $-1,471,000,000 | $-636,000,000 | $-1,092,000,000 |
| Other Non Cash Items | $-4,378,000,000 | $-3,892,000,000 | $-3,354,000,000 | $-8,700,000,000 |
| Stock Based Compensation | $285,000,000 | $234,000,000 | $286,000,000 | $226,000,000 |
| Depreciation And Amortization | $860,000,000 | $812,000,000 | $636,000,000 | $519,000,000 |
| Earnings Losses From Equity Investments | $-174,000,000 | $-125,000,000 | $-146,000,000 | $-553,000,000 |
| Gain Loss On Investment Securities | $-37,000,000 | $416,000,000 | $829,000,000 | $-837,000,000 |
| Gain Loss On Sale Of Business | $-135,000,000 | $-1,000,000 | $7,000,000 | $-3,000,000 |
| Net Income From Continuing Operations | $1,823,000,000 | $1,643,000,000 | $2,394,000,000 | $2,170,000,000 |
| Income Tax Paid Supplemental Data | - | $266,000,000 | $89,000,000 | $305,000,000 |
Fetched: 2026-02-02