Equitable Holdings (EQH)
Financials · Insurance and asset management (integrated retirement and wealth solutions)
Equitable Holdings integrates insurance product manufacturing, active asset management, and wealth advisory across a $1.1 trillion AUM platform focused on retirement and institutional solutions.
What Equitable Holdings does
Equitable Holdings is a diversified financial services company providing retirement, asset management, and wealth management solutions. Operating across three franchises—Equitable (insurance and annuity products), AllianceBernstein (global active asset management), and Equitable Advisors (wealth management platform)—the company serves individuals, families, institutions, and small businesses with $1.1 trillion in assets under management and administration as of December 2025.
Themes: ["Retirement income / annuities","Defined contribution / workplace retirement plans","Active asset management","Wealth management / financial advisory","Institutional asset management"]
Fundamentals
- Price$46.69 as of 2026-07-09 close
- Market cap$12.8B as of 2026-07-10
- 1-year return-12.2% as of 2026-07-09 close
- Net margin-5.7% as of 2026-07-10
- Gross margin+49.0% as of 2026-07-10
- ROE-198.2% as of 2026-07-10
- Debt / equity89.65 as of 2026-07-10
- Revenue growth (YoY)-6.5% as of 2026-07-10
- Revenue CAGR (3y)-2.7% SEC XBRL
- Beta1.11 as of 2026-07-10
Dividend: yield +2.6%; 5-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Proposed transaction with Corebridge Financial—risks include failure to obtain requisite approvals, integration difficulties, business disruptions, and inability to realize projected cost savings and synergies.","Investment performance and market volatility—adverse changes in equity markets, interest rates, and economic conditions could impact insurance liabilities, asset valuations, and client investments.","Insurance and annuity product risk—guaranteed benefits in variable annuities, inadequacy of reserves, and pricing/claims experience differing from assumptions could adversely affect profitability and financial strength ratings."]
Competitors & peers
- Lincoln National Corporation (LNC)
- Voya Financial (VOYA)
- Reinsurance Group of America (RGA)
- Invesco (IVZ)
- Vanguard Group
- Fidelity Investments
- Charles Schwab (SCHW)
- Morgan Stanley (MS)
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.