Equitable Holdings, Inc. · Financials · Asset Management
Scores & Status Key
AI Summary Scores: Intraday / Swing / Long scores are synthesized from multi-factor analysis for each timeframe. They summarize current conditions discussed in the report and do not constitute trading recommendations.
Intraday Trend Score: A 0–100 composite from the Trend Explorer™ analytics engine used for ranking and comparison. It describes current conditions and is not a forecast.
Trend Status: A rules-based label (Bullish / Mixed / Bearish) derived from signal confluence (trend structure, momentum, and positioning). It indicates alignment, not expected return.
At close
$53.17
+$0.29 (+0.56%) Close
Prev closePrevC$52.88
OpenOpen$52.86
Day highHigh$53.17
Day lowLow$52.86
VolumeVol247
Avg volAvgVol3,001,131
On chart
Interval
Intervals apply to 1D & 5D.
Intervals apply to 1D & 5D.
Scale: Linear
Overlays
Panels
Style
Scale: Linear
Presets
Tools
Tickers only (no ^ indexes). Add up to 5.
Mkt cap
$14.49B
EV/Sales
0.40
P/E ratio
-14.77
FY Revenue
$10.62B
EPS
-3.60
Gross Margin
56.95%
Div yield
2.57%
Sector
Financials
AI report sections
MIXED
EQH
Equitable Holdings, Inc.
No AI report section text found yet for this symbol.
Volume vs average
Intraday (cumulative)
−12% (Below avg)
Vol/Avg: 0.88×
RSI
52.41(Neutral)
Neutral (40–60)
0255075100
MACD momentum
Intraday
+0.00 (Strong)
MACD: 0.03 Signal: 0.03
Short-Term
-0.05 (Weak)
MACD: 0.39 Signal: 0.45
Long-Term
-0.04 (Weak)
MACD: 0.98 Signal: 1.02
Intraday trend score
37.42
LOW30.68HIGH46.67
Latest news
EQH•12 articles•Positive: 4Neutral: 3Negative: 2
PositiveZacks Investment Research• Zacks.Com
Why Equitable Holdings, Inc. (EQH) is a Top Dividend Stock for Your Portfolio
Equitable Holdings, Inc. (EQH) is highlighted as an attractive dividend stock with a 2.25% yield, outperforming its industry average of 1.57%. The company has increased its annualized dividend by 14.3% year-over-year and maintains a conservative 18% payout ratio. With solid earnings growth projected at 15.94% for 2026 and a Zacks Rank of #2 (Buy), EQH presents a compelling investment opportunity for income-focused investors.
EQH demonstrates strong dividend fundamentals with a 2.25% yield exceeding industry average, 14.3% year-over-year dividend growth, a conservative 18% payout ratio allowing room for future increases, and solid projected earnings growth of 15.94% for 2026. The company received a Zacks Rank of #2 (Buy), indicating analyst confidence in its investment potential.
PositiveZacks Investment Research• Na
Can Fee-Based Businesses Lift Equitable Holdings' Earnings Mix?
Equitable Holdings is diversifying its earnings base by expanding Wealth Management and Asset Management operations. In Q2 2026, Wealth Management achieved $2B in advisory net inflows with assets under administration rising 27% to $140.6B, while AllianceBernstein reported $0.8B in net inflows. The company is building a more fee-oriented earnings profile with less reliance on traditional insurance economics, positioning itself competitively against peers like Prudential and MetLife.
Strong Q2 2026 performance with $2B wealth management net inflows, 27% YoY growth in assets under administration to $140.6B, 13% advisor productivity increase, and 20% adjusted operating earnings growth. Trading below industry valuation multiples (6.17 vs 8.71 P/E) with Zacks Rank #2 Buy rating and 15.6% consensus earnings growth expected for 2026.
NegativeGlobeNewswire Inc.• Halper Sadeh Llc
Halper Sadeh LLC is Investigating Whether SILA, ESPR, CRBG, EQH are Obtaining Fair Deals for their Shareholders
Halper Sadeh LLC, an investor rights law firm, is investigating four companies for potential violations of federal securities laws and breaches of fiduciary duties. The investigations concern Sila Realty Trust's sale to Blue Owl affiliates, Esperion Therapeutics' sale to ARCHIMED funds, and a merger between Corebridge Financial and Equitable Holdings. The firm is seeking increased consideration and additional disclosures on behalf of shareholders.
Under investigation for potential securities law violations and fiduciary duty breaches in its merger with Corebridge Financial, with concerns about fair consideration for shareholders.
NegativeBenzinga• Halper Sadeh Llc
Are KZR, EQH, ULYX Obtaining Fair Deals for their Shareholders?
Halper Sadeh LLC, an investor rights law firm, is investigating three companies for potential securities law violations and breaches of fiduciary duties. Kezar Life Sciences is being acquired by Aurinia Pharmaceuticals for $6.955 per share plus a contingent value right. Equitable Holdings is merging with Corebridge Financial in a stock exchange deal where Equitable shareholders will own ~49% of the combined entity. Urgent.ly is being sold to Agero for $5.50 per share. The law firm is seeking increased consideration and additional disclosures on behalf of shareholders.
Subject to investigation for potential violations regarding its merger terms. Shareholders will own only ~49% of the combined company post-merger, raising concerns about fair valuation and potential insider benefits.
Major M&A activity continues with Estée Lauder in merger discussions with Puig ($40B), KKR acquiring Nothing Bundt Cakes ($2B+), and Amazon acquiring robotics firm Fauna. Other significant deals include Corebridge-Equitable Holdings merger ($22B), Merck's acquisition of Terns Pharmaceuticals ($6.7B), and Abbott closing its Exact Sciences deal ($21B). Several companies filed for bankruptcy including 23andMe and Applebee's franchisee NRPF.
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Sentiment note
Merger with Corebridge creates leading retirement and wealth management company with formidable distribution capabilities
PositiveInvesting.com• Leo Miller
3 Major Buybacks Just Dropped—Here’s the Signal Investors See
Walmart, Lyft, and Equitable have announced major share repurchase programs totaling billions of dollars, signaling confidence in their business outlooks. Walmart authorized a $30 billion buyback (its largest), Lyft announced a $1 billion program (17.8% of market cap), and Equitable launched a $1 billion buyback (8% of market cap). These aggressive capital return strategies aim to reduce share counts and support earnings per share growth in 2026.
WMTLYFTEQHEQHPAshare buybackscapital allocationearnings per shareshare repurchase
Sentiment note
Despite weak recent performance (3% return in 2025, down 5% in 2026) and five consecutive quarters of missed EPS estimates, company expects significant EPS growth of 12-15% in 2026. $1 billion buyback authorization (8% of market cap) and aggressive $1.45 billion spent on buybacks in 2025 (9% share count reduction) signal management confidence in turnaround, with Wall Street consensus target implying 41% upside.
NeutralThe Motley Fool• Jesterai
Equitable (EQH) Q2 EPS Drops 23%
Equitable reported mixed Q2 2025 financial results, with earnings per share exceeding analyst expectations but revenue declining significantly. A major life reinsurance deal with RGA reduced mortality risk and freed up over $2 billion in capital.
Mixed financial performance with positive elements (exceeded EPS expectations, strategic reinsurance deal) and negative aspects (significant revenue decline, asset management outflows, Protection Solutions operating loss)
NeutralThe Motley Fool• Patrick Sanders
3 No-Brainer Dividend Stocks to Buy With $200 Right Now
The article explores three dividend stocks with strong financial performance: Toronto-Dominion Bank, Carlyle Group, and Equitable Holdings, highlighting their growth potential and dividend yields.
Has over 3 million clients, increased assets under management, stock up 13% this year, provides a 1.7% dividend, but lacks significant growth indicators
NeutralZacks Investment Research• Zacks.Com
Equitable Holdings (EQH) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates
Equitable Holdings reported Q2 2024 revenue of $3.62 billion, up 8.5% year-over-year, and EPS of $1.43, up from $1.17 a year ago. However, the revenue figure missed analyst estimates by 4.35%, while EPS beat estimates by 2.14%. The company's key metrics, including account values and segment revenues, were mixed compared to Wall Street expectations.
The company's Q2 2024 results were mixed, with revenue missing analyst estimates but EPS beating them. The key metrics were also a mix of meeting and missing expectations, indicating a neutral overall performance.
UnknownZacks Investment Research• Santanu Roy
Watch These 5 Stocks That Recently Hiked Dividends
Investors may keep a tab on stocks like HLNE, RL, SPTN, EQH and MDT, which have lately hiked their dividend payments.
MDTRLSPTNHLNE
UnknownSeeking Alpha• Justin Law
Dividend Champion, Contender, And Challenger Highlights: Week Of May 26
Stay up-to-date on dividend activity, changes, ex-dividend dates, and pay dates for Dividend Champions, Contenders, and Challengers in our weekly summary.
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UnknownZacks Investment Research• Zacks Equity Research
Equitable Holdings' (EQH) Board Boosts Quarterly Dividend by 9%
By 2027, Equitable Holdings (EQH) expects to generate around $2 billion in cash annually.
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News and sentiment labels describe article tone and are provided for research purposes only. They are not trading recommendations or forecasts.
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