Equitable Holdings' fundamental outlook is heavily obscured by significant GAAP volatility stemming from the Corebridge merger integration, with reported net losses masking underlying non-GAAP operating earnings power. The company's capital structure is highly...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue and profitability are highly erratic, with a combined ratio swinging from 193.0% in Q3 2025 to 79.0% in Q1 2026, indicating severe underwriting volatility and reliance on non-operating items for GAAP profitability.
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 9/24/2026, 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) |
|---|---|---|
Q3 2026Latest 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 |
Q4 2025 Nov 4, 2025 | $1.48-8.1% vs $1.61 | $1.4B-58.5% vs $3.5B |
Equitable Holdings, Inc. (NYSE: EQH - Get Free Report) Director Craig Mackay sold 2,000 shares of the company's stock in a transaction that occurred on Thursday, September 17th. The shares were sold at an average price of $54.27, for a total value of $108,540.00. Following the completion of the transaction, the director directly owned 16,999 shares
Engineers Gate Manager LP decreased its stake in shares of Equitable Holdings, Inc. (NYSE: EQH) by 94.3% during the undefined quarter, according to its most recent Form 13F filing with the SEC. The fund owned 38,750 shares of the company's stock after selling 637,263 shares during the period. Engineers Gate Manager LP's holdings
California State Teachers Retirement System boosted its stake in Equitable Holdings, Inc. (NYSE: EQH) by 2,696.7% in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 14,272,760 shares of the company's stock after buying an additional 13,762,414 shares during the period. California State
Equitable Holdings, Inc. (EQH) Presents at KBW Insurance Conference 2026 Transcript
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 |
|---|---|---|---|---|---|---|---|
| $52.27 | $14.27B | -10.82 | -6.21% | -11.83% | -51.53% | 2.02% | |
| $41.08 | $7.86B | 7.03 | 1.24% | 12.18% | 21.99% | — | |
| $117.59 | $40.8B | 11.51 | -13.74% | 5.93% | 11.2% | — | |
| $97.20 | $62.54B | 20.25 | 10.22% | 4.61% | 12.75% | — | |
| $113.92 | $24.61B | 21.70 | -3.11% | 9.86% | 12.44% | — | |
| $97.37 | $8.83B | 15.41 | -4.8% | 16.14% | 12.39% | — |
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)
Aug 4, 2026·SEC
Jul 30, 2026·SEC
Jul 28, 2026·SEC
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Equitable Holdings, Inc. (EQH) stock FAQ — growth, dividends, profitability & financials explained
Equitable Holdings, Inc. (EQH) saw revenue decline by 6.2% over the past year.
Equitable Holdings, Inc. (EQH) reported a net loss of $926.0M for fiscal year 2025.
Yes, Equitable Holdings, Inc. (EQH) pays a dividend with a yield of 2.02%. This makes it attractive for income-focused investors.
Equitable Holdings, Inc. (EQH) has a return on equity (ROE) of -51.5%. Negative ROE indicates the company is unprofitable.
Equitable Holdings, Inc. (EQH) has a combined ratio of 110.2%. A ratio above 100% means claims and expenses exceed premiums.
