Company Overview

Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through four segments: Individual Retirement, Group Retirement, Investment Management and Research, and Protection Solutions. The Individual Retirement segment offers a suite of variable annuity products primarily to affluent and high net worth individuals. The Group Retirement segment provides tax-deferred investment and retirement services or products to plans sponsored by educational entities, municipalities, and not-for-profit entities, as well as small and medium-sized businesses. The Investment Management and Research segment offers diversified investment management, research, and related solutions to various clients through institutional, retail, and private wealth management channels; and distributes its institutional research products and solutions. The Protection Solutions segment provides various variable universal life, indexed universal life, and term life products to help affluent and high net worth individuals, as well as small and medium-sized business owners; and a suite of life, short- and long-term disability, dental, and vision insurance products to small and medium-size businesses. The company was formerly known as AXA Equitable Holdings, Inc. and changed its name to Equitable Holdings, Inc. in January 2020. Equitable Holdings, Inc. was founded in 1859 and is based in New York, New York.

  • Name

    Equitable Holdings, Inc.

  • CEO

    Mark Pearson

  • Website

    www.equitableholdings.com

  • Sector

    Financial Services

  • Year Founded

    1859

Company Statistics

Profile

  • Market Cap

  • EV

  • Shares Out

  • Revenue

  • Employees

Margins

  • Gross

  • EBITDA

  • Operating

  • Pre-Tax

  • Net

  • FCF

Returns (5Yr Avg)

  • ROA

  • ROTA

  • ROE

  • ROCE

  • ROIC

Valuation (TTM)

  • P/E

  • P/B

  • EV/Sales

  • EV/EBITDA

  • P/FCF

  • EV/Gross Profit

Valuation (NTM)

  • Price Target

  • P/E

  • PEG

  • EV/Sales

  • EV/EBITDA

  • P/FCF

Financial Health

  • Cash

  • Net Debt

  • Debt/Equity

  • EBIT/Interest

Growth (CAGR)

  • Rev 3Yr

  • Rev 5Yr

  • Rev 10Yr

  • Dil EPS 3Yr

  • Dil EPS 5Yr

  • Dil EPS 10Yr

  • Rev Fwd 2Yr

  • EBITDA Fwd 2Yr

  • EPS Fwd 2Yr

  • EPS LT Growth Est

Dividends

  • Yield

  • Payout

  • DPS

  • DPS Growth 3Yr

  • DPS Growth 5Yr

  • DPS Growth 10Yr

  • DPS Growth Fwd 2Yr

What's happening

Nov 11, 2025 - Dec 11, 2025

Equitable Holdings Inc: Strong Gains Amid Mixed Analyst Sentiment

  • EQH declared a quarterly dividend of $0.27 per share, signaling commitment to shareholder value.
  • Analyst price target adjustments reflect mixed sentiment but did not deter overall investor optimism.
  • Insider trading activity raised questions about management's outlook on company performance.

Over the past month, Equitable Holdings Inc (EQH) demonstrated a notable overall movement of 4.7%, significantly outperforming the S&P 500, which returned just 0.3%. This strong performance indicates heightened investor interest and confidence in EQH amidst various market dynamics that shaped its trajectory.

On November 13, EQH announced a quarterly dividend of $0.27 per share with a record date set for November 24 and payment scheduled for December 1. This announcement was positively received by investors as it underscored the company's dedication to returning value to shareholders, contributing favorably to bullish sentiment during this period. Conversely, on November 11, Keefe Bruyette & Woods analyst Ryan Krueger lowered his price target for EQH from $65.00 to $63.00 while maintaining an Outperform rating; this adjustment reflected reassessment without dampening overall investor enthusiasm.

Bearish sentiments emerged when Morgan Stanley analyst Nigel Dally adjusted his price target downward from $61.00 to $59.00 on November 17 while retaining an Overweight rating on the stock; this news introduced potential concerns regarding future growth prospects despite still being favorable relative to other assessments within the sector.

Additionally, CEO Mark Pearson's recent transaction activity reported on November 24 involved exercising options at $23.18 before selling shares within a range of $43.11 to $43.53 shortly thereafter—this significant insider trading raised eyebrows among investors concerning management’s outlook and intentions regarding company performance moving forward.

Despite these mixed signals from analysts and insider transactions reflecting both confidence and caution within leadership ranks, EQH managed robust gains over the month compared with its peers in financials (XLF), outperforming that sector by an impressive margin of approximately three percentage points relative to its performance metrics against both the S&P 500 and Financials sector benchmarks.

NYSE:EQH