EQHNYSEInsurance Agents, Brokers & ServiceFiscal year ends December 31Also trades as EQH.PA, EQH.PC
Equitable Holdings, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$53.17−0.04 (-0.08%)
Close on Oct 19, 2026
- Market cap
- $14.80B
- P/E (TTM)
- –
- Dividend yield
- 1.97%
Equitable statistics
Financials through Jun 30, 2026, price as of Oct 19, 2026, median of Insurance Agents, Brokers & Service companies for comparison
Valuation
| Measure | Equitable | Industry median |
|---|---|---|
| Market Cap | $14.52B | $4.02B |
| Enterprise Value | $2.82B | $2.79B |
| PS Ratio | 1.37 | 3.26 |
| P/OCF Ratio | 10.70 | 18.67 |
Enterprise value
| Measure | Equitable | Industry median |
|---|---|---|
| EV / Sales | 0.27 | 3.60 |
Income (trailing twelve months)
| Measure | Equitable | Industry median |
|---|---|---|
| Revenue | $10.62B | $1.25B |
| Pretax Income | -$610.00M | $59.81M |
| Net Income | -$926.00M | $37.15M |
| EPS (Diluted) | -$3.30 | $0.42 |
Margins
| Measure | Equitable | Industry median |
|---|---|---|
| Pretax Margin | -5.75% | 15.4% |
| Profit Margin | -8.72% | 9.37% |
Returns
| Measure | Equitable | Industry median |
|---|---|---|
| Return on Equity (ROE) | -508.8% | 17.7% |
| Return on Assets (ROA) | -0.29% | 3.68% |
Growth
| Measure | Equitable | Industry median |
|---|---|---|
| Revenue Growth (YoY) | -22.1% | 11.0% |
| Net Income Growth (YoY) | -295.4% | 14.4% |
| EPS Growth (YoY) | -368.3% | 0.12% |
| Revenue Growth (3Y CAGR) | -2.65% | 12.7% |
| Revenue Growth (5Y CAGR) | -1.24% | 11.2% |
Balance sheet
| Measure | Equitable | Industry median |
|---|---|---|
| Cash & Short-Term Investments | $17.18B | $154.22M |
| 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 (trailing twelve months)
| Measure | Equitable | Industry median |
|---|---|---|
| Operating Cash Flow | $1.36B | $88.46M |
Efficiency
| Measure | Equitable | Industry median |
|---|---|---|
| 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 |
Dividends and yields
| Measure | Equitable | Industry median |
|---|---|---|
| Earnings Yield | -6.38% | 2.64% |
| Dividend Yield | 1.97% | 1.17% |
| Buyback Yield | 10.1% | 3.35% |
| Shareholder Yield | 12.1% | 3.50% |
| Dividend Per Share | $1.05 | $2.60 |
| Dividend Growth (YoY) | 11.7% | 11.7% |
| Years of Dividend Growth | 8 | 9 |
Shares
| Measure | Equitable | Industry median |
|---|---|---|
| Shares Outstanding | 273,035,000 | 115,052,450 |
| Shares Change (YoY) | -8.48% | 4.05% |
| Shares Change (QoQ) | -2.99% | -0.12% |
| Float | 271,425,000 | 48,459,300 |
| Shares Held by Insiders | 0.59% | 30.2% |
| Shares Held by Institutions | 97.2% | 48.8% |
Taxes
| Measure | Equitable | Industry median |
|---|---|---|
| Income Tax | -$84.00M | $15.16M |
Scores
| Measure | Equitable | Industry median |
|---|---|---|
| Altman Z-Score | 0.09 | 1.48 |
| Piotroski F-Score | 4 | 5 |
Calculated by StockData from Equitable's SEC filings and the latest closing price. Hover a measure to see its formula. The grey column is the median of companies in the same industry group (two-digit SIC code); green or red marks a better or worse value than that median.