Equitable Holdings presents a deeply asymmetric profile: trailing revenue declined roughly 6.2% year over year to about $10.6B, yet forward P/E of 7.59 suggests the market is pricing significant impairment of the Corebridge merger thesis amid regulatory and integration uncertainty.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Combined ratio swung from 66.9% in 2024Q4 to 193.0% in 2025Q3 and back to 129.7% in 2026Q2, suggesting headline margins are being driven by episodic reserve and hedging adjustments rather than stable underwriting economics.
Equitable's Wealth Management segment is a key driver, with earnings surging approximately 40%. This segment has seen a 25% increase in Advisory Assets Under Management (AUM), reaching $83 billion, contributing to a total AUM of $122 billion.
The pending all-stock merger with Corebridge Financial, valued at around $22 billion, is expected to accelerate earnings growth and enhance capital returns. This merger aims to create a robust retirement and wealth management platform with significant AUM and customer reach.
EQH is considered undervalued, with a Discounted Cash Flow (DCF) analysis indicating a 58.5% discount to its intrinsic value. The company is also targeting substantial capital returns for 2026, estimated at around $4.20 per share, representing a yield of over 10%.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 2, 2026 | $2.13+14.5% vs $1.86 | $3.9B+3.6% vs $3.7B |
Q3 2026 Aug 4, 2026 | $1.70+3.0% vs $1.65 | $1.7B-56.9% vs $3.8B |
Q2 2026 May 4, 2026 | $1.62+1.3% vs $1.60 | $4.2B+7.3% vs $3.9B |
Q1 2026 Feb 4, 2026 | $1.76+0.6% vs $1.75 | $3.3B-17.0% vs $4.0B |
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?
Equitable Holdings (EQH) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
HIG's acquisition of Equitable's Employee Benefits business adds $500M in premiums, expands its product portfolio and boosts digital capabilities.
Equitable (NYSE: EQH - Get Free Report) and Payoneer Global (NASDAQ: PAYO - Get Free Report) are both finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their analyst recommendations, profitability, risk, institutional ownership, dividends, valuation and earnings. Profitability This table compares Equitable and Payoneer Global's net
Benchmark EQH against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Equitable Holdings, Inc. (EQH)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $52.66 | $14.37B | 9.57 | -6.21% | 11.53% | 109.28% | 2% | |
| $40.05 | $7.66B | 2.38 | 1.24% | 16.36% | 31.63% | 4.36% | |
| $119.24 | $41.38B | 10.92 | -13.74% | 6.17% | 11.21% | 4.62% | |
| $98.27 | $63.23B | 12.27 | 10.22% | 6.23% | 19.1% | 2.31% | |
| $110.91 | $23.96B | 12.24 | -3.11% | 11.82% | 15.77% | 2.73% | |
| $99.01 | $8.98B | 13.62 | -4.8% | 11.85% | 10.19% | 1.85% |
Equitable Holdings, Inc. (EQH) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Equitable Holdings, Inc. (EQH) SEC filings — annual & quarterly reports (10-K, 10-Q)
Sep 25, 2026·SEC
Aug 4, 2026·SEC
Jul 30, 2026·SEC
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Equitable Holdings, Inc. (EQH) stock FAQ — growth, dividends, profitability & financials explained
Equitable Holdings, Inc. (EQH) grew revenue by 15.1% over the trailing twelve months, compared with the twelve months before.
Yes. Equitable Holdings, Inc. (EQH) earned $1.50B in net income over the trailing twelve months (a 11.5% net margin).
Yes. Equitable Holdings, Inc. (EQH) pays a dividend that yields 2.00% at the current price, a moderate yield.
Equitable Holdings, Inc. (EQH) had a return on equity (ROE) of 109.3% over the trailing twelve months. That is well above the market's typical 10-15%.
Equitable Holdings, Inc. (EQH) has a combined ratio of 110.2%. A ratio above 100% means claims and expenses exceed premiums.
