Equitable Holdings (EQH *) Stock Overview

Together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. More details

EQH * fundamental analysis
Snowflake Score
Valuation	5/6
Future Growth	5/6
Past Performance	0/6
Financial Health	2/6
Dividends	2/6

Rewards

Trading at 51.7% below our estimate of its fair value

Earnings are forecast to grow 77.41% per year

Analysts in good agreement that stock price will rise by 41.8%

Risk Analysis

Shares are highly illiquid

Significant insider selling over the past 3 months

Dividend of 2.37% is not well covered by earnings

EQH * Community Fair Values

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Equitable Holdings, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Equitable Holdings
Historical stock prices
Current Share Price	US$839.50
52 Week High	US$0
52 Week Low	US$0
Beta	1.11
1 Month Change	n/a
3 Month Change	n/a
1 Year Change	n/a
3 Year Change	n/a
5 Year Change	n/a
Change since IPO	0%

Recent updates

Shareholder Returns

	EQH *	MX Diversified Financial	MX Market
7D	0%	1.8%	-0.4%
1Y	n/a	14.3%	18.2%

Return vs Industry: Insufficient data to determine how EQH * performed against the MX Diversified Financial industry.

Return vs Market: Insufficient data to determine how EQH * performed against the MX Market.

Price Volatility

Is EQH *'s price volatile compared to industry and market?
EQH * volatility
EQH * Average Weekly Movement	n/a
Diversified Financial Industry Average Movement	4.6%
Market Average Movement	3.7%
10% most volatile stocks in MX Market	6.5%
10% least volatile stocks in MX Market	2.2%

Stable Share Price: EQH *'s share price has been volatile over the past 3 months compared to the MX market.

Volatility Over Time: Insufficient data to determine EQH *'s volatility change over the past year.

About the Company

Founded	Employees	CEO	Website
1859	8,000	Mark Pearson	www.equitableholdings.com

Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through six segments: Individual Retirement, Group Retirement, Asset Management, Protection Solutions, Wealth Management, and Legacy. The Individual Retirement variable annuity products, including structured capital strategies, retirement cornerstone, and investment edge primarily to affluent and high net worth individuals.

Equitable Holdings, Inc. Fundamentals Summary

How do Equitable Holdings's earnings and revenue compare to its market cap?
EQH * fundamental statistics
Market cap	Mex$238.69b
Earnings (TTM)	-Mex$13.73b
Revenue (TTM)	Mex$223.80b

1.1x

P/S Ratio

-17.4x

P/E Ratio

Is EQH * overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
EQH * income statement (TTM)
Revenue	US$12.22b
Cost of Revenue	US$4.50b
Gross Profit	US$2.45b
Other Expenses	US$3.20b
Earnings	-US$750.00m

Last Reported Earnings

Sep 30, 2025

Next Earnings Date

n/a

Earnings per share (EPS)	-2.62
Gross Margin	20.07%
Net Profit Margin	-6.14%
Debt/Equity Ratio	330.6%

How did EQH * perform over the long term?

See historical performance and comparison

Dividends

2.4%

Current Dividend Yield

-42%

Payout Ratio

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/11/13 09:02
End of Day Share Price	2025/11/05 00:00
Earnings	2025/09/30
Annual Earnings	2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Equitable Holdings, Inc. is covered by 20 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Tracy Dolin-Benguigui	Barclays
Tracy Dolin-Benguigui	Barclays
Taylor Scott	Barclays

Equitable Holdings, Inc.BMV:EQH * Stock Report