Equitable Holdings Inc EQH
About Quantitative Ratings
Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.
News
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Equitable Holdings Schedules Announcement of Third Quarter 2026 Results
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AllianceBernstein appoints Onur Erzan President & Chief Executive Officer
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Equitable expands SCS Premier with industry’s first bitcoin-linked RILA investment option
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Corebridge Financial and Equitable Holdings to Participate in the 2026 KBW Insurance Conference
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Equitable Holdings Reports Second Quarter 2026 Results
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Corebridge Financial, Equitable Holdings Shareholders Approve Merger
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Corebridge Financial and Equitable Holdings Stockholders Approve Merger
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Equitable Holdings Declares Common and Preferred Stock Dividends
Trading Information
- Previous Close Price
- $51.27
- Day Range
- $49.83–51.95
- 52-Week Range
- $35.20–55.06
- Bid/Ask
- $48.50 / $54.41
- Shares Outstanding
- 272.77M
- Market Cap
- $14.17B
- Volume/Avg
- 2M / 3M
Key Statistics
- Price/Earnings (Normalized)
- 7.96
- Price/Sales
- 1.40
- Dividend Yield (Trailing)
- 2.19%
- Dividend Yield (Forward)
- 2.19%
- Dividend Payment Schedule
- Mar, Jun, Aug, Dec
- Total Yield
- 12.54%
Company Profile
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.
- Sector
- Financial Services
- Industry
- Asset Management
- Stock Style Box
- Small Value
- Total Number of Employees
- 8,000
- Website
- https://www.equitable.com
Valuation
|
Metric
|
EQH
|
|---|---|
Price/Earnings (Normalized) | 7.96 |
Price/Book Value | — |
Price/Sales | 1.40 |
Price/Cash Flow | 2.97 |
Price/Earnings
EQH
Financial Strength
|
Metric
|
EQH
|
|---|---|
Quick Ratio | — |
Current Ratio | — |
Interest Coverage | −1.70 |
Quick Ratio
No chart available
Profitability
|
Metric
|
EQH
|
|---|---|
Return on Assets (Normalized) | 0.61% |
Return on Equity (Normalized) | — |
Return on Invested Capital (Normalized) | 23.65% |
Return on Assets
EQH
Asset Management Industry Comparables
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1-Day Chart
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United States