EQH

BEARISH

$41.1 Live

Equitable Holdings, Inc. · NYSE

Target $57.46 (+39.8%)

$35.2 52W Range $56.61

EQH Equitable Holdings, Inc. - Fundamental Analysis

BEARISH

Console Chart News

EQH Stock | Fundamental Analysis & Investment Insights

NYSE • Financial Services • Asset Management

Current Price Live

$41.1

Analyst Target

$57.46

+39.8% Upside

52W High

$56.61

52W Low

$35.2

Overview AI Snowflake Price Valuation Profitability Growth Health Statements Peers Insiders SEC Filings

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 27, 2026

Market cap

$11.57B

P/E

N/A

ROE

-38.9%

Profit margin

-11.8%

Debt/Equity

4.3

Dividend yield

2.63%

AI Analysis

AI-powered fundamental assessment

Confidence

85%

Equitable Holdings exhibits severe financial distress as evidenced by a weak Piotroski F-Score of 2/9 and a negative ROE of -38.87%. While analysts maintain a 'strong_buy' rating with a target of $57.46, this is sharply contradicted by a 0/100 technical trend, aggressive insider selling, and a consistent track record of earnings misses (0/4 in the last year). The combination of negative revenue growth (-14.20%) and a negative Price/Book ratio suggests a value trap rather than a value opportunity.

Key Strengths

Strong current ratio (2.05) indicating short-term liquidity

Low forward P/E ratio (4.66) suggesting theoretical undervaluation

Positive quick ratio (1.67) providing a buffer for immediate liabilities

Maintains a dividend yield of 2.63%

Significant market capitalization ($11.57B) providing some scale

Key Risks

Severe financial health deterioration (Piotroski F-Score 2/9)

Negative shareholders' equity implied by Price/Book of -10.20

Deeply negative earnings growth (-74.40% YoY)

High leverage with a Debt/Equity ratio of 4.30

Strong divergence between analyst optimism and insider selling behavior

AI Fair Value Estimate

Based on comprehensive analysis

$35.2

-14.4% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall

Weak

Value

Future

Past

Health

Dividend

AI Verdict

High Risk / Value Trap

Key drivers: Piotroski F-Score 2/9, Negative ROE, Negative Revenue Growth, Insider Selling

Confidence

90%

Value

40/100

Forward P/E is deceptively low; negative P/B indicates fundamental capital erosion.

Positives

Low Forward P/E (4.66)
P/S ratio under 1.0

Watchpoints

Negative Price/Book ratio
Negative profit margins

Future

15/100

Growth metrics are trending sharply downward across both quarterly and annual horizons.

Positives

No standout positives identified.

Watchpoints

Revenue growth -14.20%
Earnings growth -74.40%
Consistent earnings misses

Past

30/100

Historical gains are being erased by a recent bearish trend.

Positives

Long term 3Y/5Y price appreciation

Watchpoints

1Y return of -15.9%
Recent 6M return of -14.8%

Health

10/100

Deterministic health scores indicate a company in a state of financial weakness.

Positives

Adequate current ratio

Watchpoints

Piotroski F-Score 2/9
Debt/Equity 4.30
ROE -38.87%

Dividend

35/100

Dividend strength is low due to lack of earnings coverage.

Positives

Consistent yield of 2.63%

Watchpoints

High payout ratio (76.74%)
Negative profit margins make dividends unsustainable

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price

$41.1

Analyst Target

$57.46

Upside/Downside

+39.8%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for EQH and closest competitors.

Updated 2026-04-24

Company	5Y	3Y	1Y	6M	1M	1W
EQH Equitable Holdings, Inc. Primary	+36.3%	+75.9%	-15.9%	-14.8%	+7.6%	-1.5%
FHN First Horizon Corporation Peer	+59.2%	+53.8%	+40.1%	+17.6%	+6.5%	-0.3%
AEG Aegon Ltd. Peer	+139.0%	+64.7%	+22.4%	+6.0%	+0.4%	+0.8%
AIZ Assurant, Inc. Peer	+91.8%	+90.7%	+14.3%	+26.2%	-3.5%	-0.3%
ACGLO Arch Capital Group Ltd. Peer	+2.5%	+11.6%	+0.7%	-5.5%	-3.4%	-1.5%

EQH

Equitable Holdings, Inc.

Primary

+36.3%

+75.9%

-15.9%

-14.8%

+7.6%

-1.5%

FHN

First Horizon Corporation

Peer

+59.2%

+53.8%

+40.1%

+17.6%

+6.5%

-0.3%

AEG

Aegon Ltd.

Peer

+139.0%

+64.7%

+22.4%

+6.0%

+0.4%

+0.8%

AIZ

Assurant, Inc.

Peer

+91.8%

+90.7%

+14.3%

+26.2%

-3.5%

-0.3%

ACG

Arch Capital Group Ltd.

Peer

+2.5%

+11.6%

+0.7%

-5.5%

-3.4%

-1.5%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

N/A

4.66

N/A

-10.2

0.99

0.66

-60.57

$11.57B

Profitability

Profit margins and return metrics

Profit Margin -11.82%

Operating Margin 12.15%

Gross Margin 11.33%

ROE -38.87%

ROA -0.2%

Growth

Revenue and earnings growth rates

Revenue Growth -14.2%

Earnings Growth -74.4%

Q/Q Revenue Growth -9.5%

Q/Q Earnings Growth -75.9%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity

4.3

High debt

Current Ratio

2.05

Strong

Quick Ratio

1.67

Excellent

Cash/Share

$51.52

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue

$3.3B

Net Margin

6.6%

Total Assets

$318.0B

Liabilities

$316.2B

Equity

$-0.1B

Debt/Equity

-4273.00x

Operating CF

$-0.2B

Free Cash Flow

$-0.1B

FCF Yield

90%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-04

$N/A

2026-02-04

$1.73

-0.9% surprise

2025-11-04

$1.48

-8.1% surprise

2025-08-05

$1.1

-15.4% surprise

Financial Services Sector Comparison

Comparing EQH against 763 companies in the Financial Services sector (133 bullish, 317 neutral, 313 bearish)

Return on Equity (ROE)

-38.87%

This Stock

-1.82%

Sector Avg

+2034.7% (Excellent)

Profit Margin

-11.82%

This Stock

75.74%

Sector Avg

-115.6% (Weaker)

Debt to Equity

4.3

This Stock

1.42

Sector Avg

+202.2% (Higher)

Revenue Growth

-14.2%

This Stock

37.18%

Sector Avg

-138.2% (Slower)

Current Ratio

2.05

This Stock

3.32

Sector Avg

-38.2% (Weaker)

Similar Companies

Peer comparison within the same industry

Company	AI Rating	Market Cap	P/E	ROE	Profit Margin	Price
EQH Equitable Holdings, Inc.	BEARISH	$11.57B	-	-38.9%	-11.8%	$41.1
FHN First Horizon Corporation	NEUTRAL	$11.56B	12.17	11.3%	29.9%	$24.21	Compare
AEG Aegon Ltd.	BEARISH	$11.74B	8.47	15.0%	10.1%	$7.71	Compare
AIZ Assurant, Inc.	NEUTRAL	$11.78B	14.47	15.4%	6.8%	$233.39	Compare
ACGLO Arch Capital Group Ltd.	NEUTRAL	$11.78B	4.31	19.5%	22.1%	$20.2	Compare

EQH Equitable Holdings, Inc.

BEARISH

Mkt Cap

$11.6B

P/E

ROE

-38.9%

Price

$41.1

Compare with EQH

Compare with EQH

Compare with EQH

ACGLO Arch Capital Group Ltd.

Compare with EQH

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

Date	Insider	Position	Transaction	Shares	Value
2026-04-20	PEARSON MARK	Chief Executive Officer	Sale	39,700	$1,652,640
2026-04-20	PEARSON MARK	Chief Executive Officer	Option Exercise	27,200	$630,496
2026-04-15	HURD JEFFREY JOY	Chief Operating Officer	Sale	14,358	$582,697
2026-04-15	HURD JEFFREY JOY	Chief Operating Officer	Option Exercise	9,358	$199,700
2026-04-15	PEARSON MARK	Chief Executive Officer	Sale	1,387	$55,518
2026-04-15	PEARSON MARK	Chief Executive Officer	Option Exercise	1,387	$32,151
2026-04-15	LANE NICK	Officer	Sale	10,000	$404,421
2026-04-15	LANE NICK	Officer	Option Exercise	10,000	$231,800
2026-04-08	HURD JEFFREY JOY	Chief Operating Officer	Sale	14,358	$574,840
2026-04-08	HURD JEFFREY JOY	Chief Operating Officer	Option Exercise	9,358	$199,700
2026-04-08	PEARSON MARK	Chief Executive Officer	Sale	38,313	$1,534,355
2026-04-08	PEARSON MARK	Chief Executive Officer	Option Exercise	25,813	$598,345
2026-04-08	LANE NICK	Officer	Sale	10,000	$400,381
2026-04-08	LANE NICK	Officer	Option Exercise	10,000	$231,800
2026-03-12	HURD JEFFREY JOY	Chief Operating Officer	Stock Award	332	-

PEARSON MARK

Chief Executive Officer

Sell

2026-04-20

39,700 shares · $1,652,640

PEARSON MARK

Chief Executive Officer

Option Exercise

2026-04-20

27,200 shares · $630,496

HURD JEFFREY JOY

Chief Operating Officer

Sell

2026-04-15

14,358 shares · $582,697

HURD JEFFREY JOY

Chief Operating Officer

Option Exercise

2026-04-15

9,358 shares · $199,700

PEARSON MARK

Chief Executive Officer

Sell

2026-04-15

1,387 shares · $55,518

PEARSON MARK

Chief Executive Officer

Option Exercise

2026-04-15

1,387 shares · $32,151

LANE NICK

Officer

Sell

2026-04-15

10,000 shares · $404,421

LANE NICK

Officer

Option Exercise

2026-04-15

10,000 shares · $231,800

HURD JEFFREY JOY

Chief Operating Officer

Sell

2026-04-08

14,358 shares · $574,840

HURD JEFFREY JOY

Chief Operating Officer

Option Exercise

2026-04-08

9,358 shares · $199,700

PEARSON MARK

Chief Executive Officer

Sell

2026-04-08

38,313 shares · $1,534,355

PEARSON MARK

Chief Executive Officer

Option Exercise

2026-04-08

25,813 shares · $598,345

LANE NICK

Officer

Sell

2026-04-08

10,000 shares · $400,381

LANE NICK

Officer

Option Exercise

2026-04-08

10,000 shares · $231,800

HURD JEFFREY JOY

Chief Operating Officer

Stock Award

2026-03-12

332 shares

Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

8-K

FORM 8-K

2026-04-16

EQH filed an 8-K on April 16, 2026, likely to announce its annual or quarterly financial results.

8-K

FORM 8-K

2026-04-08

EQH filed a Form 8-K on April 8, 2026, likely to announce its quarterly financial results.

8-K

FORM 8-K

2026-03-26

10-K

2026-02-25

EQH filed its annual 10-K on February 25, 2026, providing comprehensive disclosures on its business operations and financial condition. The filing includes detailed sections on risk factors and management's discussion and analysis of results of operations.

8-K

2026-02-04

EQH filed an 8-K on February 4, 2026, likely to announce its fourth-quarter and full-year financial results.

10-Q

2025-11-07

EQH submitted its 10-Q filing on November 7, 2025. While the document includes a dedicated section for Risk Factors under Item 1A, specific financial performance metrics and detailed risk disclosures were not provided in the available excerpts.

8-K

2025-11-04

8-K

10-Q

2025-10-22

EQH filed a Form 8-K to announce the filing of its quarterly report on Form 10-Q.

8-K

2025-09-09

8-K

2025-08-27

EQH filed an 8-K on August 27, 2025, likely to report its second-quarter financial results.

10-Q

2025-08-11

8-K

2025-08-05

8-K

2025-07-31

8-K

2025-07-30

8-K

2025-05-28

Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus

STRONG_BUY

13 analysts

Raymond James

2026-04-16

Market Perform Strong Buy

Mizuho

2026-04-13

Maintains

Outperform Outperform

Keefe, Bruyette & Woods

2026-04-10

Maintains

Outperform Outperform

Wells Fargo

2026-04-10

Maintains

Overweight Overweight

UBS

2026-04-09

Maintains

Buy Buy

Evercore ISI Group

2026-04-09

Maintains

Outperform Outperform

Barclays

2026-04-08

Maintains

Overweight Overweight

Morgan Stanley

2026-03-03

Maintains

Overweight Overweight

Wells Fargo

2026-02-25

Maintains

Overweight Overweight

JP Morgan

2026-02-05

Maintains

Overweight Overweight

Past News Coverage

Recent headlines mentioning EQH from our newsroom.

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EQH

EQH Equitable Holdings, Inc. - Fundamental Analysis

At a glance

AI Analysis

Key Strengths

Key Risks

Performance Snowflake

Stock Price & Analyst Targets

Multi-Horizon Performance vs Peers

Historical Performance Trends

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Valuation Metrics

Profitability

Growth

Financial Health

Financial Statement Flow

Quarterly Earnings History

Financial Services Sector Comparison

Similar Companies

Recent Insider Trading

SEC Filings

Wall Street Analysts

Past News Coverage

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