Equitable Holdings stock
EQHNYSEEquitable Holdings, Inc., Financial ServicesISIN US29452E1010
67Score 67 out of 100, Neutral
Price and trend
88 / 100
Price history
+22% in one yearThe chart shows daily closes over 9 years, adjusted for stock splits and without dividends. Click into the chart to set a price alert at that price.
Above the 200-day line: the price is 20% above it.
Since July 2026 the 50-day line has been above the 200-day line; the trend has turned up.
Normal: the price is neither overheated nor sold off (RSI 62).
The price is at its 52-week high. Largest decline in 9 years: 62% (February 2020 to March 2020).
Chart figures for advanced users
- SMA 50$53.60
- Average price of the last 50 trading days, shows the short-term trend.
- SMA 200$46.24
- Average price of the last 200 trading days, shows the long-term trend.
- RSI (14)62
- Relative strength over the last 14 days on a scale from 0 to 100. Above 70 the price counts as overheated, below 30 as sharply fallen.
- MACDabove the signal line
- Compares a fast and a slow price average. Above its signal line momentum is rising, below it momentum is fading.
- Support$35.34
- The lowest closing price of the last twelve months.
- Resistance$56.12
- The highest closing price of the last twelve months.
Snapshot
Computed from the data by fixed rules, no AI
- Equitable Holdings, Inc. belongs to the Asset Management industry (United States) and, with a market value of $14.84B, is number 27 of 131 companies in its industry on MEQIRI.
- In fiscal 2025 it reported revenue of $11.67B (down 6.2% year on year) and a loss of $1.38B.
- MEQIRI Score 67 out of 100 (Neutral): rank 525 of 975 in Financial Services, median 68.
Show more
- The P/E is 10.5 (Asset Management median 14, own median of recent years 8.2).
- Our model puts fair value at $47.98, with the price 16% above it.
In plain words
The numbers on this page in plain words, written by an AI
Strengths
- Share buybacksShare count down 34% since 2020.Capital allocation 95
- Analysts expect strong earnings growthUp 17.4% a year through 2028 (estimates from 8 analysts).Growth 52
Weaknesses
- Margin fallingOperating margin −10.2%, average of the prior years 17% (to 2024).Profitability 50
Its standout strengths are capital allocation and technical analysis.
Daily figure as of 13 Nov 2026
How the score is calculatedScore overview
The fundamentals are in the middle range.
Score history
The full history of up to 20 years comes with MEQIRI Pro.
See plansCrash risk medium
How well MEQIRI warnsIn the middle among stocks ranked 101 to 1,000.
From 2016 to 2025, 13 in 100 such stocks fell 30% or more within a year, against a group average of 15 in 100.
What lowers it
- price near its 52-week high
Valuation
Valuation signal
Fairly valuedIn our model the price counts as cheap below $34.27 and expensive above $79.97 (uncertainty high, one part of the fair value is more than twice the other).
The two parts of the fair value come to $21.87 (cash-flow model) and $74.09 (industry comparison), and the gap between them shows how uncertain the estimate is.
Calculated with a cost of equity of 8.8%. At 9.8% the fair value would be $46.16, at 7.8% it would be $50.72.
Valuation metrics
Half from the dividend model, half from earnings times the industry P/E (14).
Calculate with your own assumptionsCompany performance
This shows several years of history with an automatic assessment.
Revenue
In the twelve months to 30 Sep 2026, revenue rose 15.1% on the twelve months before. Up to 2020 the bars include businesses that were later spun off or sold. On a comparable basis, as restated in the SEC annual reports, revenue grew 6.5% a year.
Margins
- Operating margin
- Net margin
In fiscal 2025: operating −10%, net −12%. Banks and insurers have no gross margin, and their net margin is not comparable with other industries. The score leaves both out. Last 12 months: net 12%.
Debt & balance sheet
latest quarterFor banks and insurers, deposits and liabilities are the business. Debt to equity and the current ratio say little here, and the score does not rate them.
Earnings
- Next earnings
- 3 Feb 2027in 82 days
- Last reported
- 2 Nov 2026EPS reported $2.13 (expected $1.86)above expectations
Analyst estimates
Earnings estimates have barely changed since 15 Oct 2026.
- Earnings per share
- $7.23+1.2%
- Revenue
- $15.56B−0.7%
- Earnings per share
- $8.92−0.6%
- Revenue
- $17.24B−0.6%
MEQIRI has stored the estimates since 15 Oct 2026. Until 30 days are available, the card shows the change since that day. Mean estimate according to Financial Modeling Prep. No price target and no recommendation.
Company outlook raised
Share price after the results: +8.1%2026 performance fee forecast raised to $115 million to $135 million (previously $95 million to $115 million); EPS growth guidance of more than 15% reaffirmed.
“We also raised our forecast for the full year 2026 performance fees from $95 million to $115 million to $115 million to $135 million, with most of that benefit expected in the fourth quarter.”The outlook is not part of the score and not a recommendation to buy or sell.
From the earnings call on 5 Aug 2026 (fiscal Q2 2026), read by AI.
Insiders
Open-market purchases and sales by executives, board members and major holders
No open-market purchases in the last 6 months. 8 insiders sold, $10.71M in total.
Sales say less than purchases: many insiders sell on a fixed plan, for taxes or to diversify.
- Scott Bertram LSale
21 Sept 2026, Board
- Shares
- 2,780
- Price
- $54.35
- Value
- $151,093
- MacKay Craig CSale
17 Sept 2026, Board
- Shares
- 2,000
- Price
- $54.28
- Value
- $108,550
- Lane NickSale
4 Sept 2026, See Remarks
- Shares
- 14,923
- Price
- $53.24
- Value
- $794,518
Show 16 more
- Isaacs-Lowe ArleneSale
4 Sept 2026, Board
- Shares
- 1,000
- Price
- $52.83
- Value
- $52,825
- Hurd Jeffrey JSale
17 Aug 2026, Chief Operating Officer
- Shares
- 14,359
- Price
- $51.98
- Value
- $746,419
- MacKay Craig CSale
11 Aug 2026, Board
- Shares
- 2,200
- Price
- $51.37
- Value
- $113,003
- Eckert William James IVSale
10 Aug 2026, Chief Accounting Officer
- Shares
- 947
- Price
- $52.88
- Value
- $50,073
- Stonehill Charles G.T.Sale
6 Aug 2026, Board
- Shares
- 7,500
- Price
- $51.54
- Value
- $386,555
- Scott Bertram LSale
6 Aug 2026, Board
- Shares
- 1,466
- Price
- $51.15
- Value
- $74,987
- Pearson MarkSale
20 Jul 2026, President and CEO
- Shares
- 39,700
- Price
- $48.54
- Value
- $1.93M
- Hurd Jeffrey JSale
15 Jul 2026, Chief Operating Officer
- Shares
- 14,358
- Price
- $48.86
- Value
- $701,581
- Pearson MarkSale
18 Jun 2026, President and CEO
- Shares
- 39,700
- Price
- $45.29
- Value
- $1.8M
- Hurd Jeffrey JSale
15 Jun 2026, Chief Operating Officer
- Shares
- 14,358
- Price
- $45.11
- Value
- $647,693
- Eckert William James IVSale
10 Jun 2026, Chief Accounting Officer
- Shares
- 6,200
- Price
- $41.83
- Value
- $259,346
- Scott Bertram LSale
4 Jun 2026, Board
- Shares
- 2,470
- Price
- $41.08
- Value
- $101,478
- Pearson MarkSale
18 May 2026, President and CEO
- Shares
- 39,700
- Price
- $42.60
- Value
- $1.69M
- Eckert William James IVSale
15 May 2026, Chief Accounting Officer
- Shares
- 7,300
- Price
- $42.49
- Value
- $310,141
- Lane NickSale
15 May 2026, See Remarks
- Shares
- 4,417
- Price
- $42.45
- Value
- $187,486
- Hurd Jeffrey JSale
15 May 2026, Chief Operating Officer
- Shares
- 14,358
- Price
- $42.44
- Value
- $609,419
Partial trades from one filing are shown in one row, with the average price.
Source: Form 4 filings with the US Securities and Exchange Commission. Grants, option exercises, gifts and tax withholdings are hidden. Not a recommendation to buy.
What happened at Equitable Holdings
The key events of the last six months from our own data. A click takes you to the matching card.
Sector comparison
975 rated companies in Financial Services
- This company
- 67
- Sector median
- 68
Categories against the sector median
The median is the middle value: half of the companies in the sector lie above it, half below. Categories with too few comparable companies are left out.
Competitors in Asset Management
The next larger and next smaller companies by market value
- Jio Financial ServicesJIOFIN.NS $16.23B49
- Corebridge FinancialCRBG $15.77B73
- Blue Owl CapitalOWL $15.24B47
- DWS Group GmbH & Co. KGaADWS.DE $15.03B73
- Billionbrains Garage VenturesGROWW.NS $14.78B80
- IGM FinancialIGM.TO $14.13B78
- Carlyle GroupCG $13.93B48
- Ares CapitalARCC $13.8B61
ETFs that hold Equitable Holdings
Held by 13 ETFs on Xetra. Shown per index: the ETF with the largest weight.
| ETF | Weight | Cost | Fund size |
|---|---|---|---|
| iShares Ageing Population UCITS ETF2B77 | 0.62% | 0.40% | €813.42M |
| State Street SPDR S&P 400 U.S. Mid Cap UCITS ETF (Acc)SPY4 | 0.40% | 0.30% | €5.36B |
| State Street SPDR MSCI USA Small Cap Value Weighted UCITS ETFZPRV | 0.22% | 0.30% | €964.08M |
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| State Street SPDR MSCI World Small Cap UCITS ETF (Acc)ZPRS | 0.15% | 0.45% | €1.54B |
| iShares MSCI USA Small Cap CTB Enhanced ESG UCITS ETFSXRG | 0.12% | 0.43% | €2.5B |
| State Street SPDR MSCI All Country World Investable Market UCITS ETF (Acc)SPYI | 0.07% | 0.17% | €8.84B |
| iShares MSCI World Small Cap CTB Enhanced ESG UCITS ETFCBUG | 0.04% | 0.10% | €395.74M |
| UBS MSCI USA Select Factor Mix UCITS ETF USD accUSUE | 0.04% | 0.25% | €178.55M |
Holdings as reported by the funds via FMP, excluding swap ETFs (their holdings are only collateral).
Data status and sources
- Score
- Daily value of 13 Nov 2026, recalculated nightly
- Price
- Closing price of 12 Nov 2026
- Latest annual report
- Fiscal year 2025, period end 31 Dec 2025
- Source
- Financial statements, ratios and prices from Financial Modeling Prep (FMP), based on the company's reports. MEQIRI calculates the score and fair value from them.
Mandatory disclosures for this rating
- ; time horizon around 12 months
- Rated Neutral, published since 7 Nov 2026 (in the score history since 22 Oct 2026)
- Valuation signal Fairly valued since 7 Nov 2026
- End-of-day prices, metrics cached for up to 24 hours
- Score and fair value are estimates from a disclosed model. They are not facts and not a price target.
- Produced by SSM Ventures UG (haftungsbeschränkt), responsible person Sven Brostmeyer, Managing Director, automatically according to the disclosed model.
- Not investment advice. Losses up to and including a total loss are possible. Personal circumstances are not considered.