Equitable Holdings Inc is a financial services company providing retirement, asset management, and wealth management solutions for individual and institutional clients, operating through three segments. The Retirement segment generates the majority of revenue and offers annuities, retirement savings plans, institutional savings products, and includes the spread lending business. The Asset Management segment provides diversified investment management and related services globally through Institutional, Retail, and Private Wealth channels and reflects the business of AB. The Wealth Management segment offers advisory accounts, financial planning and advice, life insurance, and annuity products. Revenues are earned predominantly from fee income, income from investments, and insurance premiums.
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The chart shows the growth of an initial investment of $10,000 in Equitable Holdings, Inc., comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.
Equitable Holdings, Inc. (EQH) has returned -20.71% so far this year and -12.38% over the past 12 months. Looking at the last ten years, EQH has achieved an annualized return of 6.70%, underperforming the Benchmark (SPY), which averaged 12.23% per year.
The table below presents the monthly returns of Equitable Holdings, Inc. (EQH) with color gradation from worst to best to easily spot seasonal factors.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.64% | -13.00% | -5.74% | 0.27% | ||||||||
| 2025 | 14.69% | 3.75% | -6.14% | -4.98% | 7.05% | 7.00% | -8.37% | 6.24% | -3.04% | -1.95% | -5.16% | 2.61% |
| 2024 | -1.48% | 4.77% | 11.34% | -3.00% | 12.38% | -1.19% | 6.18% | -2.10% | 0.10% | 8.42% | 5.98% | -2.80% |
| 2023 | 10.47% | -1.26% | -18.93% | 2.40% | -5.32% | 9.47% | 5.48% | 1.98% | -2.10% | -5.98% | 19.42% | 8.65% |
| 2022 | 1.79% | -2.68% | -3.95% | -7.77% | 5.22% | -13.79% | 10.02% | 5.91% | -11.13% | 14.38% | 2.78% | -10.00% |
| 2021 | -3.77% | 18.19% | 8.59% | 4.94% | -8.24% | -4.84% | 0.75% | -0.10% | -4.66% | 12.57% | -6.90% | 1.93% |
| 2020 | -3.65% | -11.39% | -33.04% | 31.04% | 8.09% | 0.68% | 6.34% | 3.16% | -13.43% | 16.73% | 15.63% | -1.88% |
| 2019 | 13.60% | 3.02% | -0.54% | 11.28% | -9.87% | 1.90% | 5.54% | -7.77% | 7.68% | -2.96% | 13.64% | -0.28% |
| 2018 | 8.15% | -4.14% | 7.32% | 4.46% | -6.29% | -5.50% | -3.91% | -16.05% |
The charts below present risk-adjusted performance metrics for Equitable Holdings, Inc. (EQH) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of EQH compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
The current Equitable Holdings, Inc. volatility is 2.47%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
| Liabilities And Equity (USD) | 317.99B | 295.87B | 276.81B | 253.47B | 292.26B | 275.40B | 249.87B | 220.80B |
| Temporary Equity (USD) | 322.00M | 125.00M | 770.00M | 455.00M | 468.00M | 143.00M | 365.00M | 187.00M |
| Equity Attributable To Parent (USD) | -74.00M | 1.59B | 2.65B | 1.66B | 11.52B | 15.58B | 13.54B | 13.87B |
| Equity Attributable To Noncontrolling Interest (USD) | 1.54B | 1.86B | 1.74B | 1.74B | 1.58B | 1.60B | 1.59B | 1.57B |
| Equity (USD) | 1.47B | 3.44B | 4.39B | 3.40B | 13.10B | 17.18B | 15.13B | 15.43B |
| Redeemable Noncontrolling Interest (USD) | 322.00M | 125.00M | 770.00M | 455.00M | 468.00M | 143.00M | 365.00M | 187.00M |
| Noncurrent Liabilities (USD) | - | - | - | - | - | - | - | - |
| Current Liabilities (USD) | 316.20B | 292.30B | 271.66B | 249.62B | 278.70B | 258.08B | 234.38B | 205.18B |
| Liabilities (USD) | 316.20B | 292.30B | 271.66B | 249.62B | 278.70B | 258.08B | 234.38B | 205.18B |
| Noncurrent Assets (USD) | - | - | - | - | - | - | - | - |
| Current Assets (USD) | 317.99B | 295.87B | 276.81B | 253.47B | 292.26B | 275.40B | 249.87B | 220.80B |
| Assets (USD) | 317.99B | 295.87B | 276.81B | 253.47B | 292.26B | 275.40B | 249.87B | 220.80B |
Major M&A activity continues with Estée Lauder in merger discussions with Puig ($40B), KKR acquiring Nothing Bundt Cakes ($2B+), and Amazon acquiring robotics firm Fauna. Other significant deals include Corebridge-Equitable Holdings merger ($22B), Merck's acquisition of Terns Pharmaceuticals ($6.7B), and Abbott closing its Exact Sciences deal ($21B). Several companies filed for bankruptcy including 23andMe and Applebee's franchisee NRPF.
Walmart, Lyft, and Equitable have announced major share repurchase programs totaling billions of dollars, signaling confidence in their business outlooks. Walmart authorized a $30 billion buyback (its largest), Lyft announced a $1 billion program (17.8% of market cap), and Equitable launched a $1 billion buyback (8% of market cap). These aggressive capital return strategies aim to reduce share counts and support earnings per share growth in 2026.
Equitable reported mixed Q2 2025 financial results, with earnings per share exceeding analyst expectations but revenue declining significantly. A major life reinsurance deal with RGA reduced mortality risk and freed up over $2 billion in capital.
The article explores three dividend stocks with strong financial performance: Toronto-Dominion Bank, Carlyle Group, and Equitable Holdings, highlighting their growth potential and dividend yields.
Equitable Holdings reported Q2 2024 revenue of $3.62 billion, up 8.5% year-over-year, and EPS of $1.43, up from $1.17 a year ago. However, the revenue figure missed analyst estimates by 4.35%, while EPS beat estimates by 2.14%. The company's key metrics, including account values and segment revenues, were mixed compared to Wall Street expectations.
Investors may keep a tab on stocks like HLNE, RL, SPTN, EQH and MDT, which have lately hiked their dividend payments.
Stay up-to-date on dividend activity, changes, ex-dividend dates, and pay dates for Dividend Champions, Contenders, and Challengers in our weekly summary.
By 2027, Equitable Holdings (EQH) expects to generate around $2 billion in cash annually.
During the last three months, 6 analysts shared their evaluations of Equitable Hldgs (NYSE:EQH), revealing diverse outlooks from bullish to bearish. The following table encapsulates their recent ratings, offering a glimpse into the evolving sentiments over the past 30 days and comparing them to the preceding months. Bullish Somewhat Bullish Indifferent Somewhat Bearish Bearish Total Ratings 2 3 1 0 0 Last 30D 1 0 0 0 0 1M Ago 0 3 1 0 0 2M Ago 1 0 0 0 0 3M Ago 0 0 0 0 0 The 12-month price targets assessed by analysts reveal further insights, featuring an average target of $43.83, a high estimate of $46.00, and a low estimate of $41.00. This upward trend is evident, with the current average reflecting a 7.35% increase from the previous average price target of $40.83. Diving into Analyst Ratings: An In-Depth Exploration The standing of Equitable Hldgs among financial experts becomes clear with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets. Analyst Analyst Firm Action Taken Rating Current Price Target Prior Price Target Mark Hughes Truist Securities Raises Buy $44.00 $40.00 Nigel Dally Morgan Stanley Raises Overweight $41.00 $39.00 Elyse Greenspan Wells Fargo Raises Overweight $46.00 $43.00 Thomas Gallagher Evercore ISI Group Raises Outperform $46.00 $42.00 Ryan Krueger Keefe, Bruyette & Woods Raises Market Perform $41.00 $39.00 Suneet Kamath Jefferies Raises Buy $45.00 $42.00 Key Insights: Action Taken: Responding to changing market dynamics and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their response to recent developments related to Equitable Hldgs. ...Full story available on Benzinga.com
Although the revenue and EPS for Equitable Holdings (EQH) give a sense of how its business performed in the quarter ended March 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.