Equitable Holdings
EQH
Market cap $15.7B

51.61 USD

-1.47

2.77%

At close Jun 13, 4:00 PM EDT

After hours

51.61

+0.00

0.00%

1 day

-2.77%

5 days

-6.20%

1 month

-4.88%

3 months

4.18%

6 months

8.72%

Year to date

8.33%

1 year

28.03%

5 years

148.72%

10 years

153.74%

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 7,296 funds

0

Analysts bullish %

of 6 analysts

Fund manager confidence

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

102% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 48

20% more capital invested

Capital invested by funds: $14.2B [Q4 2024] → $17.1B (+$2.89B) [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: 213 | 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: 526 [Q4 2024] → 567 (+41) [Q1 2025]

3.23% less ownership

Funds ownership: 95.92% [Q4 2024] → 92.68% (-3.23%) [Q1 2025]

See Fund Rankings

Research analyst outlook

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

Low target

$55

7%

upside

Avg. target

$64

24%

upside

High target

$75

45%

upside

6 analyst ratings

5 positive

83%

1 neutral

17%

0 negative

0%

UBS Michael Ward	45%upside $75	Buy Maintained	27 May 2025
Morgan Stanley Nigel Dally	30%upside $67	Overweight Maintained	19 May 2025
Keefe, Bruyette & Woods Ryan Krueger	22%upside $63	Outperform Maintained	7 May 2025
Wells Fargo Elyse Greenspan	18%upside $61	Overweight Maintained	1 May 2025
Evercore ISI Group Thomas Gallagher	24%upside $64	Outperform Maintained	1 May 2025

See Analyst Rankings

Financial journalist opinion

Based on 7 articles about EQH published over the past 30 days

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

Zacks Investment Research

Equitable Holdings, Inc. (EQH) Could Be a Great Choice

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?

Equitable Holdings, Inc. (EQH) Could Be a Great Choice

Zacks Investment Research

3 Stocks to Watch That Declared Dividend Hikes Amid Market Volatility

BCML, EQH, and NOC offer dividend hikes and stability as market volatility lingers amid Fed caution and unresolved global trade tensions.

3 Stocks to Watch That Declared Dividend Hikes Amid Market Volatility

Zacks Investment Research

Equitable Holdings Hikes Dividend by 12.5%, But Yield Trails Industry

More than half of EQH's cash flow comes from non-insurance business, providing diversification benefits.

Equitable Holdings Hikes Dividend by 12.5%, But Yield Trails Industry

Equitable Holdings Increases Common Stock Dividend and Declares Preferred Stock Dividends

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

Equitable Holdings Increases Common Stock Dividend and Declares Preferred Stock Dividends

Equitable: Transition To Higher Quality Earnings Continues

Equitable Holdings' transformation toward capital-light, recurring revenue streams and asset management supports multiple expansion and a higher valuation. Strategic reinsurance and AllianceBernstein transactions free up capital, enabling significant buybacks and dividend growth, with robust liquidity and strong risk-based capital ratios. The earnings mix is shifting toward more predictable, fee-based income, reducing volatility, while insurance and wealth management units continue to perform well.

Equitable: Transition To Higher Quality Earnings Continues

Zacks Investment Research

Equitable Holdings Q1 Earnings Miss Estimates, Stock Up 3.5%

EQH returns $74 million as cash dividends and $261 million as share repurchases in the first quarter of 2025.

Equitable Holdings Q1 Earnings Miss Estimates, Stock Up 3.5%

Equitable Holdings, Inc. (EQH) Q1 2025 Earnings Call Transcript

Equitable Holdings, Inc. (NYSE:EQH ) Q1 2025 Earnings Conference Call April 30, 2025 9:00 AM ET Company Participants Erik Bass - Head of IR Mark Pearson - President and CEO Nick Lane - President, Equitable Financial Onur Erzan - Head, AllianceBernstein Global Client Group and Private Wealth Business Robin Raju - CFO Conference Call Participants Suneet Kamath - Jefferies Ryan Krueger - KBW Michael Ward - UBS Tom Gallagher - Evercore Jimmy Bhullar - JPMorgan Joel Hurwitz - Dowling & Partners Jack Madden - BMO Capital Markets Nick Anido - Wells Fargo Maxwell Fritscher - Truist Securities Wilma Burdis - Raymond James Operator Hello, and welcome to the Equitable Holdings First Quarter Earnings Call. All lines have been placed on mute to prevent any background noise.

Equitable Holdings, Inc. (EQH) Q1 2025 Earnings Call Transcript

Zacks Investment Research

Compared to Estimates, Equitable Holdings (EQH) Q1 Earnings: A Look at Key Metrics

The headline numbers for Equitable Holdings (EQH) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Compared to Estimates, Equitable Holdings (EQH) Q1 Earnings: A Look at Key Metrics

Zacks Investment Research

Equitable Holdings, Inc. (EQH) Misses Q1 Earnings and Revenue Estimates

Equitable Holdings, Inc. (EQH) came out with quarterly earnings of $1.35 per share, missing the Zacks Consensus Estimate of $1.49 per share. This compares to earnings of $1.43 per share a year ago.

Equitable Holdings, Inc. (EQH) Misses Q1 Earnings and Revenue Estimates

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