Equitable Holdings
EQH
Market cap $15.9B

51.70 USD

-0.62

1.19%

At close Jul 29, 4:00 PM EDT

After hours

51.70

+0.00

0.00%

1 day

-1.19%

5 days

-2.36%

1 month

-7.84%

3 months

1.33%

6 months

-4.52%

Year to date

8.52%

1 year

20.51%

5 years

149.88%

10 years

154.18%

About: Equitable Holdings Inc is a financial services company in the U.S. The company provides variable annuities, tax-deferred investment and retirement plans, employee benefits, and protection solutions for individuals, families, and small businesses. Its business segments include Individual Retirement, Group Retirement, Asset Management, Protection Solutions, Wealth Management, and Legacy. It generates the majority of its revenue from the Asset Management segment which provides diversified investment management and related solutions globally to a broad range of clients through three main client channels - Institutional, Retail, and Private Wealth.

Employees: 8,000

Financials Asset Management

0

Funds holding %

of 7,323 funds

0

Analysts bullish %

of 6 analysts

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

96% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 50

21% more capital invested

Capital invested by funds: $14.2B [Q4 2024] → $17.1B (+$2.94B) [Q1 2025]

19% more call options, than puts

Call options by funds: $6.31M | Put options by funds: $5.32M

13% more repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 189

13% more funds holding in top 10

Funds holding in top 10: 8 [Q4 2024] → 9 (+1) [Q1 2025]

8% more funds holding

Funds holding: 528 [Q4 2024] → 569 (+41) [Q1 2025]

2.97% less ownership

Funds ownership: 95.93% [Q4 2024] → 92.96% (-2.97%) [Q1 2025]

See Fund Rankings

Research analyst outlook

6 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$64

24%

upside

Avg. target

$67

30%

upside

High target

$75

45%

upside

6 analyst ratings

5 positive

83%

1 neutral

17%

0 negative

0%

Morgan Stanley Nigel Dally	32%upside $68	Overweight Maintained	14 Jul 2025
Wells Fargo Elyse Greenspan	28%upside $66	Overweight Maintained	10 Jul 2025
Keefe, Bruyette & Woods Ryan Krueger	24%upside $64	Outperform Maintained	9 Jul 2025
JP Morgan Jimmy Bhullar	26%upside $65	Neutral Maintained	8 Jul 2025
UBS Michael Ward	45%upside $75	Buy Maintained	27 May 2025

See Analyst Rankings

Financial journalist opinion

Based on 6 articles about EQH published over the past 30 days

Zacks Investment Research

Equitable Holdings, Inc. (EQH) Expected to Beat Earnings Estimates: Should You Buy?

Equitable Holdings (EQH) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Equitable Holdings, Inc. (EQH) Expected to Beat Earnings Estimates: Should You Buy?

Equitable Launches New API Capability to Simplify Benefits Plan Setup

NEW YORK--(BUSINESS WIRE)--Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced the integration of its new Plan Build API capability from Employee Navigator. Equitable incorporated this enhancement into its digital EB360® employee benefits platform to serve brokers and their clients with greater speed and efficiency. “Equitable is focused on making workplace benefits simpler,” said Alyssa Arellano, Head of Product.

Equitable Launches New API Capability to Simplify Benefits Plan Setup

Equitable Holdings Declares Common and Preferred Stock Dividends

NEW YORK--(BUSINESS WIRE)--Equitable Holdings Declares Common and Preferred Stock Dividends.

Equitable Holdings Declares Common and Preferred Stock Dividends

Majority of Americans feel unprepared for shifting financial concerns, Equitable survey finds

NEW YORK--(BUSINESS WIRE)--Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced new findings from its quarterly survey of 1,000 consumers to help better understand the latest financial trends that are top of mind for Americans. The survey revealed that only 42% of Americans feel prepared to navigate shifting financial challenges, including potentially higher costs from tariffs, market volatility and lingering reces.

Majority of Americans feel unprepared for shifting financial concerns, Equitable survey finds

Zacks Investment Research

Are You Looking for a High-Growth Dividend Stock?

Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Equitable Holdings (EQH) have what it takes?

Are You Looking for a High-Growth Dividend Stock?

Equitable Holdings Schedules Announcement of Second Quarter 2025 Results

NEW YORK--(BUSINESS WIRE)--Equitable Holdings Schedules Announcement of Second Quarter 2025 Results.

Equitable Holdings Schedules Announcement of Second Quarter 2025 Results

Equitable Names Greg Boosin as Chief Marketing Officer

NEW YORK--(BUSINESS WIRE)--Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced the appointment of Greg Boosin as Chief Marketing Officer. He will report to Nick Lane, President of Equitable, and join the company's Operating Committee. “Greg is a dynamic and proven marketing leader in the financial services industry, with experience delivering measurable go-to-market strategies and driving growth across multiple ve.

Equitable Names Greg Boosin as Chief Marketing Officer

Equitable Holdings Preferred Shares: Still Holding Off Despite Higher Yields

Equitable Holdings' preferred shares now offer higher yields, due to rising rates, but balance sheet risks persist, especially from unrealized losses on fixed maturity investments. The company's net income remains healthy relative to preferred dividends, yet leverage is extremely high, with a debt-to-equity ratio of 37.6 to 1. S&P's negative credit outlook and a BBB- rating put the preferred shares on the brink of junk status, increasing the risk of further yield spikes.

Equitable Holdings Preferred Shares: Still Holding Off Despite Higher Yields

Zacks Investment Research

Why Equitable Holdings, Inc. (EQH) is a Great Dividend Stock Right Now

Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Equitable Holdings, Inc. (EQH) have what it takes?

Why Equitable Holdings, Inc. (EQH) is a Great Dividend Stock Right Now

Equitable Holdings to Participate in the 2025 Morgan Stanley US Financials Conference

NEW YORK--(BUSINESS WIRE)--Equitable Holdings to Participate in the 2025 Morgan Stanley US Financials Conference.

Equitable Holdings to Participate in the 2025 Morgan Stanley US Financials Conference

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