Financial Services
Equitable Holdings, Inc.(EQH-PA)
Live Price
Offline$19.77
-0.45% today
Window Change
-2.71%
Window
Jun 23, 2025 โ May 14, 2026
- Market Cap
- $5.76B
- Revenue Growth
- -6.2%
- EPS Growth
- -226.4%
- Dividend Yield
- 2.5%
Coverage: 226 bars ยท Jun 23, 2025 โ May 14, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Equitable Holdings, Inc. (EQH-PA) is a Financial Services stock with a market cap of $5.76B and listed on NYSE. The stock last traded around $19.77 and down 2.7% across the available one-year price window (Jun 23, 2025 โ May 14, 2026). Baseline metrics include revenue growth of -6.2%, EPS growth of -226.4%, a dividend yield of 2.5%. What stands out right now is revenue -6.2%, EPS -226.4%, free cash flow -54.3% with operating margin -4.2% and ROIC -0.1%. The dividend is present but secondary, with a yield around 2.5%. Valuation is more restrained than many high-expectation growth names at price/sales 1.1. Overall, the current profile looks closer to a turnaround or cyclical reset than a generic broad-market placeholder. Stock Foundry combines EQH-PA price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Below sector median
-6.2% vs +3.4% peer median
Operating Margin
Below sector median
-4.2% vs +4.7% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 5, 2026, but the surprise data is still limited.
The operating picture looks softer than before
Revenue is at -6.2% and EPS is at -226.4%, with operating margin around -4.2%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 2.5%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -0.4% over the next 5 trading days and finished higher after 1 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 5, 2026 | โ | +0.6% | -0.1% | โ |
2026 Feb 4, 2026 | -1.1% | +0.2% | +1.0% | +0.1% |
2025 Nov 3, 2025 | -368.1% | -1.0% | -2.2% | -4.0% |
Benchmark Comparison
Normalized Performance vs SPY
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
EQH-PA
โ
Normalized return
SPY
โ
S&P 500
Excess Return
โ
Relative to SPY
EQH-PA Max Drawdown
-11.33%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for EQH-PA and SPY.
Company Overview
Equitable Holdings, Inc.
New York Stock Exchange
Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through four segments: Individual Retirement, Group Retirement, Investment Management and Research, and Protection Solutions. The Individual Retirement segment offers a suite of variable annuity products primarily to affluent and high net worth individuals. The Group Retirement segment provides tax-deferred investment and retirement services or products to plans sponsored by educational entities, municipalities, and not-for-profit entities, as well as small and medium-sized businesses. The Investment Management and Research segment offers diversified investment management, research, and related solutions to various clients through institutional, retail, and private wealth management channels; and distributes its institutional research products and solutions. The Protection Solutions segment provides various variable universal life, indexed universal life, and term life products to help affluent and high net worth individuals, as well as small and medium-sized business owners; and a suite of life, short- and long-term disability, dental, and vision insurance products to small and medium-size businesses. The company was formerly known as AXA Equitable Holdings, Inc. and changed its name to Equitable Holdings, Inc. in January 2020. Equitable Holdings, Inc. was founded in 1859 and is based in New York, New York.
- Leadership
- Mark Pearson
- IPO Date
- Nov 21, 2019
- Employees
- 8.0k
- Street Address
- 1290 Avenue Of The Americas
- Mailing
- New York City, NY, 10104
- Region
- New York City, NY, US
- Reporting Currency
- USD
- Investor Line
- 212 554 1234
- Last Updated
- Apr 28, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- โ
- EV/EBITDA
- โ
- Price/Sales
- 1.1
- Price/Book
- 45.4
Growth
- Revenue
- -6.2%
- EPS
- -226.4%
- Free Cash Flow
- -54.3%
Profitability
- Gross Margin
- 63.5%
- Operating Margin
- -4.2%
- Net Margin
- -7.3%
- ROE
- -219.8%
- ROIC
- -0.1%
Balance Sheet
- Debt/Equity
- 14.05
- Current Ratio
- โ
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.