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Equitable Holdings (EQH)

Financials · life and health insurance · NYSE

A diversified financial services firm providing retirement, insurance, and asset management solutions, currently undergoing a strategic combination with Corebridge Financial.

What Equitable Holdings does

Equitable Holdings is a diversified financial services company that provides a range of insurance, retirement, and investment products. Its core offerings include variable annuities, life insurance, and asset management services, with a focus on helping individuals and businesses manage financial risk and retirement security. The company operates through several segments including individual retirement, group retirement, investment management, and protection solutions.

Themes: retirement planning, insurance solutions, asset management, mergers and acquisitions, annuity products

Fundamentals

  • Price$53.48 as of 2026-10-08 close
  • Market cap$14.6B as of 2026-08-04 (share count; price 2026-10-08)
  • 1-year return+6.3% 2025-10-08 close $50.29 → 2026-10-08 close $53.48
  • P/En/a negative earnings
  • Net margin-11.8% FY2025, SEC XBRL
  • ROE-94.1% FY2025, SEC XBRL
  • Debt / equity89.65 as of 2026-09-03
  • Revenue growth (YoY)-7.1% as of 2026-09-03
  • Revenue CAGR (3y)-2.7% SEC XBRL
  • Beta1.37 as of 2026-09-03
  • Last reported earnings2026-08-04 SEC EDGAR Form 8-K (Item 2.02)

Dividend: yield +2.2%; 8-year non-decreasing per-share dividend streak (SEC XBRL).

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How EQH compares in its sector

  • net profit marginbottom 10% 344 covered Financials peers, as of 2026-09-03
  • return on equitybottom 10% 559 covered Financials peers, as of 2026-09-03
  • 3-year revenue CAGRbottom 25% 347 covered Financials peers
  • indicated dividend yieldmiddle range 468 covered Financials peers, as of 2026-09-03

Position among covered Financials companies that report each metric (minimum 5 peers). A relative position within our covered catalog — not a valuation, quality, or investment judgment. A higher percentile is simply a higher value (for P/E, more expensive on earnings — never "better"). Informational only.

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Dividend coverage (FY2025)

Covered by reported results. In FY2025, EQH's dividend was covered by reported results (operating-cash-flow payout 44%). This describes past coverage, not a forecast.

  • Earnings payoutnot assessable earnings were not positive that year
  • Operating-cash-flow payout44% dividends / operating cash flow — capital spending was not reported, so this does not subtract it

Coverage derived from reported SEC EDGAR XBRL figures for FY2025 (dividends paid vs. net income and free cash flow, same fiscal year). This describes PAST coverage for one fiscal year — it does not predict whether a dividend will be maintained, raised, or cut, and a one-year payout ratio can be distorted by non-recurring items. Informational only — not financial advice.

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How Equitable Holdings looks technically

Equitable Holdings (EQH) is trading 17.5% above its 200-day average, the long-term trend line — a longer-term uptrend. Its 50-day average crossed above its 200-day average about 53 trading days ago — a "golden cross", a bullish long-term signal. There is no clear trend right now — the price is choppy (ADX, a 0–100 trend-strength gauge, is 13, below the 25 that marks a real trend). Momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 55, neither overbought (above 70) nor oversold (below 30). It made a new 20-day high about 3 trading days ago. It is 3.2% below its 52-week high (its highest price of the past year). Day-to-day price swings are unusually narrow versus its own recent history — a "Bollinger squeeze" (in the tightest 2% of the past ~6 months), which often precedes a bigger move.

Trend

8
Distance from the 200-dayit is trading 17.5% above its 200-day average, the long-term trend line — a longer-term uptrend+17.5%
50-day moving averageits average price over the last 50 trading days — a short-term trend line — is $51.69$51.69
200-day moving averageits average price over the last 200 trading days — the long-term trend line — is $45.51$45.51
Swing structureeach recent peak has been higher than the one before it and each dip has been shallower — the pattern chart-watchers call an uptrend, which describes where price has already been and not where it goes nexthigher highs and higher lows
Last swing turnits last significant turn was a swing low 7 calendar days ago — the swings before that are what the structure reading is measured on7 sessions
Wave structureits recent swings can be read as a five-part upward sequence — what Elliott-wave chartists call an impulse — now in leg 3 of five; the labelling fails if price closes below 49.83. It is one of several labellings that fit, and it describes the swings already printed, not what comes next. The same swings also read as a three-part correction in leg C.possible upward five-wave sequence, in wave 3 (one of several readings)
Since the 50/200 crossits 50-day average crossed above its 200-day average about 53 trading days ago — a "golden cross", a bullish long-term signal53 sessions
Trend strength (14-day ADX)there is no clear trend right now — the price is choppy (ADX, a 0–100 trend-strength gauge, is 13, below the 25 that marks a real trend)12.5

Momentum

3
14-day RSImomentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 55, neither overbought (above 70) nor oversold (below 30)55.1
Position in its 14-day rangeit is trading in the upper half of its 14-day range ($49.83 to $55.23) — its "stochastic" reading is 68 out of 100, where 0 would mean closing exactly at the 14-session low and 100 exactly at the high. This measures WHERE the price sits inside its recent range, which is a different question from the RSI beside it: RSI is a momentum gauge, measuring how FAST the price has been moving, so a stock can drift quietly to the bottom of its range with an ordinary RSI, or fall sharply and still sit in the middle. It has been slipping within that range over the last few sessions.67.7
Since the MACD crossed zeroMACD, a trend-momentum gauge, is in negative territory (momentum leaning bearish)13 sessions

Range

12
52-week highits highest closing price over the past year (about 252 trading days) was $55.23$55.23
From the 52-week highit is 3.2% below its 52-week high (its highest price of the past year)-3.2%
Above the 52-week lowit is 52.0% above its 52-week low (its lowest price of the past year)+52.0%
Below the 52-week highit is 3.2% below its highest point of the past year3.2%
Since a 20-day breakoutit made a new 20-day high about 3 trading days ago3 sessions
Since a 55-day breakoutit made a new 55-day high about 3 trading days ago3 sessions
All-time highits highest closing price on record is $56.61 (set on 2025-06-30)$56.61
Given back of the 52-week moveover the past year its closes ranged ($35.34 to $54.50), and it has given back only a small part of its rise from last year’s low — 5% of it. Chart-watchers call 61.8%-65% given back the "golden pocket" — for this company that is $42.05 to $42.66. It is watched widely enough that orders cluster there, which is the honest reason it matters; it is not a forecast.5.3%
From the all-time highit is 5.5% below its all-time high-5.5%
Nearest price levelit is sitting right on a support level at $53.32 — a price it turned at twice since 2025-07-23, most recently on 2026-08-10. Since 2024-10-08 it has 10 such levels below the current price and 2 above. Levels like these describe where the price has reversed or paused before; they are not a forecast of where it will go.-0.3%
All-time lowits lowest closing price on record is $9.89 (set on 2020-03-23)$9.89
Above the all-time lowit is 440.7% above its all-time low+440.8%

Volatility

5
Band width vs its own 6 monthsday-to-day price swings are unusually narrow versus its own recent history — a "Bollinger squeeze" (in the tightest 2% of the past ~6 months), which often precedes a bigger move2nd percentile
Typical daily rangein a typical session it travels about $1.39 between its high and its low — about 2.6% of its price. That is its "average true range" over the last 14 sessions, which also counts the distance from the previous close, so a day that opens well away from yesterday counts as the large move it was$1.39
Bollinger bands (20-day, ±2σ)most of its recent trading has stayed between about $51.40 and $54.92 — the "Bollinger bands", a range drawn two standard deviations either side of its 20-day average price, which widens when the stock gets more volatile and narrows when it settles$51.40 – $53.16 – $54.92
Typical daily range (% of price)its price moves about 2.6% in a typical session — calmer than most companies we cover. This is the average gap between a session's high and low over the last 14 sessions, counting overnight moves, expressed against the current price so it can be compared with companies trading at any price2.6%
Stretch from the 200-day averageit is trading 5.7 daily ranges above its 200-day average price (17.5% above it in plain percentage terms) — a way of asking how far it has stretched from its own average in units of how far it normally moves in a day, so a calm company and a jumpy one can be compared on the same scale5.7 daily ranges above its 200-day average

Volume

1
Volume vs its 30-day averagetrading volume is about normal versus its 30-day average0.85×

Analyst

2
Change in the average price targetanalysts have raised their average price target by 1.2% since the prior reading+1.2%
Change in the consensus ratingthe analyst consensus rating is unchanged since the prior readingunchanged

Candlestick patterns

2
Since a doji2 sessions ago it opened and closed at almost the same price after trading through a wider range — a "doji", the classic picture of buyers and sellers finishing the session level2 sessions ago
Since a hammer5 sessions ago, after a stretch of decline, it sold off hard during the session and then closed back near its high — a "hammer", the long lower wick showing the drop was bought back before the close5 sessions ago

Price gaps

2
Gap at the openit opened on 2026-10-08 0.3% below the previous session's close — an overnight gap, the part of the move that happened while the market was shut, and traded back through that level before the close-0.3%
Gap filleda 2.8% gap down opened on 2026-08-11 has been "filled" 39 sessions ago — price traded back through the level the gap left behind, and it took 2 sessions to close39 sessions ago

Price streaks

1
Closing streakit closed higher in its latest session, after a session that did not close higher — a single up day rather than a run1 session up

Relative strength

4
vs market, 1 monthover the past 1 month this stock beat the market by 1.7 percentage points (the stock gained 2.8% while the market gained 1.0%)+1.7%
vs market, 3 monthsover the past 3 months this stock beat the market by 13.2 percentage points (the stock gained 17.0% while the market gained 3.8%)+13.2%
vs market, 6 monthsover the past 6 months this stock beat the market by 21.6 percentage points (the stock gained 39.1% while the market gained 17.5%)+21.6%
vs market, 12 monthsover the past 12 months this stock lagged the market by 8.6 percentage points (the stock gained 6.3% while the market gained 15.0%)-8.6%

Signal agreement

2
Bullish technical signals5 of the 9 technical signals we can compute for it are currently in a bullish state: a "golden cross" — its 50-day average is above its 200-day, trading above its 200-day average, a fresh 20-day high, outperforming the market over 6 months, trading above the Ichimoku cloud — these describe past price behaviour, not a forecast5 of 9
Bearish technical signals1 of the 9 technical signals we can compute for it is currently in a bearish state: MACD momentum is negative — these describe past price behaviour, not a forecast1 of 9

Trend (Ichimoku cloud)

1
Vs the Ichimoku cloudtrading 7.2% above the Ichimoku cloud — a band drawn from where its own highs and lows sat up to 2026-09-01 and projected forward over today's price, the side traders read as an established uptrend, with the band below acting as the level that would have to give way. The band itself is moderate, spanning 3.0% of the share price.+7.2%

Volume-weighted price

2
Vs this year’s average price paidthe price is 19% above the average price paid so far this year, so the typical buyer over that stretch is showing a gain. That average is $44.84 — a volume-weighted average of daily closes over 190 sessions, not a true tick-by-tick VWAP.+19.3%
Vs the average paid since it last reportedthe price is 3% above the average price paid since it last reported on 2026-08-04 (its 8-K), so the typical buyer over that stretch is showing a gain. That average is $52.11 — a volume-weighted average of daily closes over 47 sessions, not a true tick-by-tick VWAP.+2.6%

Rising wedge, bearish — forming · entry $52.27 · 74 sessions in

Price levels it has turned at before

EQH last closed at $53.48 on 2026-10-08. Since 2024-10-08 it has turned at 10 prices below its last close and 2 above; the 3 nearest below and the 2 nearest above are listed, nearest first.

LevelSideDistanceEvidence
$53.32Support0.3% below the last closeturned there twice · 2025-07-23 to 2026-08-10
$55.08Resistance3.0% above the last closeturned there 8 times · 2025-01-30 to 2026-09-17
$51.05Support4.5% below the last closeturned there 10 times · 2024-11-06 to 2025-09-02
$56.20Resistance5.1% above the last closeturned there three times · 2025-02-19 to 2025-06-30
$49.51Support7.4% below the last closeturned there 8 times · 2024-11-25 to 2026-10-01

A level is a price this company reversed or paused at more than once — they describe past behaviour, not a forecast of where the price will go.

Wave structure

Its recent swings can be read as a five-part upward sequence — what Elliott-wave chartists call an impulse — now in leg 3 of five.

This labelling fails — stops being a possible reading at all — if it closes below $49.83.

This is one of several labellings that fit the same swings, so treat it as a reading rather than the reading. It was chosen from 2 labellings that survived the rules, counting shorter readings of the same bars.

On past moves of this shape the leg has usually ended somewhere between $56.31 and $60.32 — that is where it has tended to end if the count holds, not a forecast of where the price goes.

Alternate reading: The same swings also read as a three-part correction in leg C, which fails on a close below $49.83.

This reading has stood for 1 trading day, since 2026-10-08.

Read from daily closes as of 2026-10-08.

An Elliott-wave count describes the swings already printed and the level that would disprove it. It is not a forecast, a target, or advice.

Based on daily closing prices as of 2026-10-08. Describes past price behavior only — informational, not financial advice.

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Analyst consensus

  • Consensus ratingStrong Buy (1.33 mean, 1=Strong Buy…5=Strong Sell) — 11 analysts
  • Mean price target$62.82 range $58.00 – $68.00; median $62.00

Analyst estimates, as of 2026-10-08. These are third-party analyst opinions and price targets, aggregated — not a recommendation, prediction, or advice from stocks-llm. Informational only.

Analyst EPS estimate for EQH

  • Consensus EPS estimate$1.87 next reporting period, as of 2026-10-08
  • Estimate change, 30 days-$0.01246 (-0.7%) from $1.89, on 2026-09-03, 35-day window
  • Readings revised upward38% of 8 comparable readings

The consensus estimate for the next reporting period, and how it has moved between readings of that SAME period. A change is measured only between readings estimating one period — when a company reports, the consensus moves to the next quarter and the two numbers are not comparable. Informational only, not a forecast and not advice.

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Key risks (from latest filing)

["Risks associated with the proposed merger transaction with Corebridge Financial, including integration challenges and regulatory approval.","Exposure to financial market volatility, interest rate fluctuations, and equity market declines affecting investment performance and reserves.","Reliance on the financial strength and claims-paying ratings of its insurance subsidiaries and potential restrictions on subsidiary dividend payments."]

See EQH's biggest risks from its latest 10-Q →

What changed in the latest 10-Q

AI-assisted comparison of EQH's 10-Q filed 2026-08-06 against the prior one filed 2026-05-07.

Management's Discussion & Analysis (MD&A)

  • Added:
    • Newer filing (2026-08-06) includes: 'On July 30, 2026, stockholders of both Holdings and Corebridge voted to approve all stockholder proposals necessary to complete the Proposed Transaction at their respective special stockholder meetings.'
    • Newer filing (2026-08-06) includes a revised market performance sentence: 'U.S. equity markets staged a strong reversal in the second quarter 2026, with the S&P 500 Index returning approximately 15%, its best quarterly performance since the 2020 post-pandemic rebound, while the Russell 2000 surged more than 21% for its strongest quarter in decades.'
  • Removed:
    • Older filing (2026-05-07) included the requirement of shareholder approval as a closing condition: '...including the receipt of required regulatory approvals and approval of the respective shareholders of both Corebridge and Holdings.'
    • Older filing (2026-05-07) included 'the effects of the partial U.S. federal government shutdown' in the list of factors causing market volatility, which is absent from the newer filing.
    • Older filing (2026-05-07) included a market performance description: 'U.S. equity markets were volatile in the first quarter of 2026, with the S&P 500 Index declining 4.3%, while small-cap stocks proved more resilient as the Russell 2000 returned 0.9%.'
  • Reworded:
    • Newer filing (2026-08-06) states 'The Proposed Transaction is expected to close by the end of 2026' while older filing (2026-05-07) stated 'The Proposed Transaction is expected to close by end of 2026' (addition of 'the').
    • Newer filing (2026-08-06) removed 'the effects of the partial U.S. federal government shutdown' from the list of geopolitical/economic factors, while retaining 'including the Ukraine-Russia conflict and conflict in the Middle East'.
  • Notes:
    • The source text is truncated mid-sentence at the end of the Regulatory Developments section in both filings; comparison is limited to the text provided.
    • Table of contents page number differs between filings (84 in newer, 77 in older), which is not a substantive MD&A change.

Risk Factors

  • Added:
    • Newer filing (filed 2026-08-06) references risks described in the 'Risk Factors' section of both the Annual Report on Form 10-K for the year ended December 31, 2025 and the Quarterly Report on Form 10-Q for the quarter ended March 31, 2026.
  • Removed:
    • Older filing (filed 2026-05-07) included the sentence 'The following should be read in conjunction with and supplements and amends the section titled "Risk Factors" in our Annual Report on Form 10-K.'
    • Older filing (filed 2026-05-07) included risk factor text about the Proposed Transaction conditions, stockholder approvals, regulatory approvals, and related risks.
    • Older filing (filed 2026-05-07) included risk factor text about business uncertainties while the Proposed Transaction is pending.
    • Older filing (filed 2026-05-07) included risk factor text about litigation filed in connection with the Proposed Transaction.
    • Older filing (filed 2026-05-07) included risk factor text about failure to complete the Proposed Transaction and potential termination fee.
  • Reworded:
    • Newer filing (filed 2026-08-06) changed the reference from 'the 2025 Form 10-K' to 'our Annual Report on Form 10-K for the year ended December 31, 2025' and added a reference to 'our Quarterly Report on Form 10-Q for the quarter ended March 31, 2026'.
  • Notes:
    • The newer filing excerpt appears to extend beyond the Risk Factors section into Items 2, 3, 5, 6, and a Glossary. The older filing excerpt appears to be truncated mid-sentence within the risk factor about termination of the Merger Agreement.
    • The comparison is based only on the provided excerpts; the older filing's Risk Factors section may contain additional text not shown because the excerpt was cut off.

AI-assisted comparison of two SEC filing sections. It describes wording and theme changes only, makes no materiality, legal, or investment judgement, and is not financial advice. Informational only — not financial advice.

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Insider activity (SEC Form 4)

0 open-market purchases and 20 open-market sales by insiders in the last 90 days, of which we have read Form 4 filings through 2026-10-05. The 4 days since 2026-10-05 have not been checked yet.

  • Last 30 days · read to 2026-10-050 buys · 2 sells ($259643) — 2 selling insiders
  • Last 90 days · read to 2026-10-050 buys · 20 sells ($5M) — 8 selling insiders
  • Last 180 days · read to 2026-10-050 buys · 36 sells ($13M) — 8 selling insiders

Activity heuristic: net selling (a transparent product heuristic from the counts above, not a prediction or advice)

Most recent open-market transaction: 2026-09-21. Based on Form 4 filings read through 2026-10-05; anything filed since is not yet included.

View full insider trading history → View SEC Form 3/4/5 filings

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Only open-market purchases (SEC code P) and sales (code S) are counted here. Option exercises, vesting/awards, gifts, and shares withheld for taxes are excluded — they are compensation or mechanical, not open-market conviction. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan) and are not necessarily bearish; open-market buying is not a recommendation to buy. Informational only — not financial advice.

U.S. House trading disclosures

U.S. House members publicly disclose their own, their spouse's, and dependent children's stock transactions under the STOCK Act. We hold 2 matched disclosures for EQH from U.S. House Clerk Periodic Transaction Report filings.

U.S. House trading disclosures →

Institutional ownership (13F)

7 institutional 13F filers reported holding EQH as of 2026-06-30 (quarter-end position, filed within 45 days).

  • Distinct 13F filers 7
  • Reported shares held 47,627,175
  • Reported value $2,089,880,467

reported quarterly holdings change (2026-03-31 → 2026-06-30): 2 new, 1 increased, 4 decreased, 0 exited. Change counts cover only managers that filed 13F reports in BOTH quarters, derived between two quarter-end snapshots — not same-day trades; a single manager is never said to have "bought" or "sold".

Institutional holdings are quarter-end long positions reported on SEC Form 13F-HR, filed up to 45 days after the quarter ends — they are delayed, are not real-time trades, exclude short positions and most non-US securities, and are not investment advice. Any increase/decrease is a reported change between two quarterly snapshots, not a same-day purchase or sale. These are quarter-end snapshots from the 13F filings on SEC EDGAR, filed within 45 days — not real-time, and any change is a difference between two quarterly reports, not a same-day trade. Informational only — not financial advice.

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Short interest (FINRA)

EQH had 6,524,550 shares of reported short interest as of the 2026-09-15 FINRA settlement date (delayed, bi-monthly; not real-time).

EQH had 2.39% of its shares outstanding sold short as of the 2026-09-15 FINRA settlement date (percent of FLOAT would be higher — float is not disclosed in the source). FINRA reported 2.27 days to cover at the same settlement.

  • Reported short interest (shares) 6,524,550
  • Short interest (% of shares outstanding) 2.39%
  • Prior settlement (shares) 4,919,069
  • Reported change 32.64%
  • Days to cover (reported) 2.27

Reported to FINRA as of the 2026-09-15 settlement date. Short interest is reported to FINRA and published on a delayed, bi-monthly schedule (as of a settlement date, disseminated roughly eight business days later) — it is NOT real-time, does not cover every venue or all US trading, and is not a short-squeeze prediction or investment advice. Days-to-cover is the value FINRA reports; percent of float is not shown because the source file carries no share-count denominator — where a percent appears it is of shares OUTSTANDING, the larger base, and is therefore a floor on percent of float. Informational only — not financial advice.

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Competitors & peers

AI-enriched competitor set. Linked names are companies covered by stocks-llm; other named peers are shown for reference only.

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Frequently asked questions

What does Equitable Holdings (EQH) do?

Equitable Holdings is a diversified financial services company that provides a range of insurance, retirement, and investment products. Its core offerings include variable annuities, life insurance, and asset management services, with a focus on helping individuals and businesses manage financial risk and retirement security. The company operates through several segments including individual retirement, group retirement, investment management, and protection solutions.

What sector is Equitable Holdings (EQH) in?

Equitable Holdings (EQH) is classified in the Financials sector. Its industry is life and health insurance. It trades on NYSE.

Does EQH pay a dividend?

Yes — Equitable Holdings (EQH) pays a dividend, with an indicated yield of about 2.22% and 8-year non-decreasing per-share dividend streak (SEC EDGAR XBRL) (market data, as of 2026-09-03). Informational only — not financial advice.

Who are Equitable Holdings's (EQH) competitors?

Notable peers of Equitable Holdings (EQH) include Corebridge Financial, Prudential Financial, MetLife, Lincoln National and Principal Financial Group. This peer set is informational only — not financial advice.

Has there been recent U.S. House stock trading in EQH?

Yes — we hold 2 matched STOCK Act disclosures for EQH from U.S. House Clerk Periodic Transaction Report filings. These are legally-required disclosures (often filed 30–45 days after the trade), may belong to a U.S. House member, their spouse, or a dependent child, and are not an indicator of company performance or investment advice.

Is Equitable Holdings (EQH) overbought or oversold right now?

Equitable Holdings (EQH) is currently neither overbought nor oversold — its 14-day RSI (a 0–100 momentum gauge) is 55, in the neutral middle (as of 2026-10-08). RSI describes recent price momentum, not a forecast — informational only, not financial advice.

Where does stocks-llm's data on EQH come from?

Fundamentals come from SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest; prices are market data, as of 2026-09-03; company filings and profile facts come from SEC EDGAR. All figures are delayed daily-close data shown with their as-of date — informational only, not financial advice.

Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.

Last updated 2026-10-08.

Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.