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Equitable Holdings, Inc. (EQH.PA) stock

EQH.PANYSEInsurance Agents, Brokers & ServiceFiscal year ends December 31Also trades as EQH, EQH.PC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026Score 5/30
$17.35−0.02 (-0.12%)

Close on Oct 30, 2026Market cap $14.70BP/E –Yield 1.95%

Equitable statistics

73 measures from SEC filings and the closing price. Hover a name for the formula; the last column is the median of companies in the same industry group.

Important dates

Next earnings
Nov 3, 2026 (estimated, after the close)
Last ex-dividend date
Sep 4, 2026
Fundamentals through
Jun 30, 2026
Share price as of
Oct 30, 2026

Valuation ratiosIndustry

Market Cap
$14.70B
$4.30B
Enterprise Value
$3.00B
$3.90B
PS Ratio
1.39
3.44
P/OCF Ratio
10.83
19.62

Enterprise valuationIndustry

EV / Sales
0.28
3.96

Share statisticsIndustry

Shares Change (YoY)
-8.48%
4.05%
Shares Change (QoQ)
-2.99%
-0.12%
Float
271M
48M
Shares Held by Insiders
0.59%
30.2%
Shares Held by Institutions
97.2%
47.2%

Short sellingIndustry

Short Interest
5M
–
Short Interest Change
-16.2%
7.79%
Short % of Float
2.01%
3.95%
Short % of Shares Outstanding
2.00%
2.00%
Days to Cover
1.52
3.80

Stock price statisticsIndustry

52-Week High
$55.67
–
52-Week Low
$35.20
–
20-Day Moving Average
$53.75
–
50-Day Moving Average
$52.68
–
200-Day Moving Average
$45.85
–
Average True Range (14)
$1.54
–
Price Change (1 Week)
2.09%
0.25%
Price Change (1 Month)
3.66%
7.12%
Price Change (3 Months)
12.2%
-1.46%
Price Change (6 Months)
27.7%
21.0%
Price Change (YTD)
13.0%
-1.27%
Price Change (1 Year)
13.0%
3.76%
Price Change (3 Years)
102.7%
3.97%
Price Change (5 Years)
60.7%
18.1%
Average Volume (10 Days)
3M
–
Average Volume (20 Days)
3M
–
Average Volume (90 Days)
3M
–
Relative Volume
1.20
0.84
Relative Strength Index (14)
52.3
56.0
Volatility (1 Year)
33.2%
44.5%
Beta (5 Years)
1.19
0.66

MarginsIndustry

Pretax Margin
-5.75%
15.4%
Profit Margin
-8.72%
9.37%

Returns on capitalIndustry

Return on Equity (ROE)
-508.8%
17.7%
Return on Assets (ROA)
-0.29%
3.68%

GrowthIndustry

Revenue Growth (YoY)
-22.1%
8.68%
Net Income Growth (YoY)
-295.4%
-2.08%
EPS Growth (YoY)
-368.3%
0.12%
Revenue Growth (3Y CAGR)
-2.65%
12.7%
Revenue Growth (5Y CAGR)
-1.24%
11.2%

EfficiencyIndustry

Asset Turnover
0.03
0.56
Revenue Per Employee
$1.33M
$362.44K
Profits Per Employee
-$115.75K
$21.91K
Employee Count
8,000
1,891
WACC
9.83%
7.52%

Income statement (TTM)Industry

Revenue
$10.62B
$1.25B
Pretax Income
-$610.00M
$59.81M
Net Income
-$926.00M
$37.15M
EPS (Diluted)
-$3.30
$0.42

Balance sheetIndustry

Total Debt
$3.84B
$343.77M
Net Cash (Debt)
$13.34B
$8.90K
Net Cash Per Share
$48.87
$0.00
Equity (Book Value)
-$785.00M
$351.81M
Book Value Per Share
-$2.88
$3.30
Tangible Book Value
-$785.00M
-$4.39M

Cash flow (TTM)Industry

Operating Cash Flow
$1.36B
$88.46M

Dividends and yieldsIndustry

Earnings Yield
-6.30%
2.57%
Dividend Yield
1.95%
1.13%
Buyback Yield
9.97%
3.21%
Shareholder Yield
11.9%
3.26%
Dividend Per Share
$1.05
$2.60
Dividend Growth (YoY)
11.7%
11.7%
Years of Dividend Growth
8
9

Taxes and interestIndustry

Income Tax
-$84.00M
$15.16M

Scores and fair valueIndustry

Altman Z-Score
0.09
1.58
Piotroski F-Score
4
5

Total return vs. the S&P 500

Price change plus reinvested dividends, to the close on Oct 30, 2026. The S&P 500 is measured by the SPY fund.

PeriodEQH.PAS&P 500DifferenceEQH.PA per yearS&P 500 per year
1 month-0.5%-0.9%+0.4 pts
3 months-9.3%+2.1%−11.4 pts
Year to date-9.7%+11.7%−21.4 pts
1 year-12.5%+12.4%−24.9 pts
3 years+17.7%+88.6%−70.9 pts+5.6%+23.5%
5 years-11.1%+75.9%−87.1 pts-2.3%+12.0%

Ratios use trailing-twelve-month results and the latest balance sheet. How we calculate.