EQH logo

EQUITABLE HOLDINGS INC

EQHNYSE
πŸ† #701 by market capEarnings Nov 3US Equity
$52.19β–Ό $0.13 (βˆ’0.24%)
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24hβ–Ό 0.2%
7dβ–Ό 0.1%
14dβ–Ό 3.3%
30dβ–² 4.0%
ytdβ–² 9.6%
1yβ–Ό 0.2%
🏦Market Cap
$14.25B
Mid Cap
πŸ“ˆRevenue Growth (YoY)
-7.1%
Declining
πŸ“ŠGross Margin
51.9%
Healthy
πŸ’΅FCF Margin
9.9%
Moderate
βš–οΈP/S Ratio
1.0x
Cheap
Otter Score
64
Fair

Trading Snapshot

Day Range
$51.51 – $52.50
52-Week Range
$35.20 – $55.06
Volume
$1.79B
Avg Volume
$1.70B
Shares Outstanding
273.0M
Next Earnings
Oct 30, 2026

Fundamentals Snapshot

Annual Revenue
$11.66B
Last Q Revenue
$1.66B
P/E Ratio
β€”
P/S Ratio
1.0x
EPS (TTM)
$-3.10
Dividend Yield
2.62%
Dilution (1yr)
βˆ’8.7%

Why Investors Own EQH

  • βœ“High-growth profile β€” revenue up +36.2% YoY with expanding US Equity exposure.
  • βœ“Healthy economics β€” 53% gross margin and 11% free-cash-flow margin.
  • βœ“New products and segments could unlock additional revenue streams.
⚠️ Key Risks

Execution delays, intensifying competition, and valuation compression if growth decelerates.

EQH logo

EQUITABLE HOLDINGS INC

EQH
Financial Trends
RevenueThe total money the company brought in from sales, before subtracting any costs.
$11.7Bβ–Ό βˆ’6.2% YoY
Gross MarginOf every $1 of sales, how much is left after the direct cost of making the product/service. Higher = more efficient.
79.1%β–² +49.1% YoY
Operating IncomeProfit from the core business after operating costs, but before interest and taxes. Negative means the core business isn’t profitable yet.
βˆ’$1.2Bβ–Ό βˆ’156.5% YoY
Free Cash FlowCash left over after running the business and paying for equipment/capex. Negative means the company is burning cash.
$679Mβ–Ό βˆ’54.3% YoY
Shares OutstandingHow many shares exist. Rising means the company is issuing more shares, which dilutes (shrinks) each existing owner’s slice.
289.1Mβ–Ό βˆ’8.7% YoY
Net CashCash minus total debt. Positive = more cash than debt (financially strong); negative = more debt than cash (net debt).
$5.9Bβ–² +$4.9B YoY
StockOtter Β· stockotter.space

About EQUITABLE HOLDINGS INC

Equitable Holdings, Inc. operates as a global, diversified financial services enterprise, delivering its offerings through four primary divisions. The Individual Retirement segment focuses on providing variable annuity products predominantly to high-net-worth individuals. Its Group Retirement segment supplies tax-advantaged investment and retirement plans to a variety of organizations, including educational institutions, municipalities, non-profit entities, and small to mid-sized businesses. Through its Investment Management and Research division, the company offers a broad spectrum of investment management, research, and related services to institutional, retail, and private wealth clients, additionally distributing its specialized research offerings. The Protection Solutions segment delivers a range of life insurance productsβ€”such as variable universal, indexed universal, and term lifeβ€”to affluent individuals and owners of small and medium-sized businesses. This segment also extends group insurance coverage, encompassing life, short- and long-term disability, dental, and vision benefits, to small and medium-sized enterprises. Founded in 1859 and based in New York, New York, the company adopted its current name, Equitable Holdings, Inc., in January 2020, having previously been known as AXA Equitable Holdings, Inc.

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Otter Score Breakdown

How it's scoredFive components, each rated 1–5β˜… and equally weighted (20%), averaged to a 0–100 score:πŸ’Ž Quality β€” gross marginπŸš€ Growth β€” revenue YoYβš–οΈ Valuation β€” P/S ratio⚑ Momentum β€” 30-day price changeπŸ’§ Dilution β€” 1-yr share issuance (buybacks score higher)
πŸ’ŽQualityβ˜…β˜…β˜…β˜…β˜…
πŸš€Growthβ˜…β˜…β˜…β˜…β˜…
βš–οΈValuationβ˜…β˜…β˜…β˜…β˜…
⚑Momentumβ˜…β˜…β˜…β˜…β˜…
πŸ’§Dilutionβ˜…β˜…β˜…β˜…β˜…
Overall Score
Fair
64/100

Analyst Price Target

β“˜
Average Target
$60.96
β–² +16.8% Upside
High Target$67.98
Low Target$49.62
Based on 27 analysts

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