Financial Services
Live Price
Offline$45.00
+2.63% today
1Y Change
-21.85%
Window
Jun 30, 2025 → Jun 25, 2026
Coverage: 248 bars · Jun 30, 2025 → Jun 25, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Equitable Holdings, Inc. (EQH) is a Financial Services stock with a market cap of $12.40B and listed on NYSE. The stock last traded around $44.99 and down 21.9% across the available one-year price window (Jun 30, 2025 → Jun 25, 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 price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Benchmark Edge
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
Relative Read
EQH is 40.70 pts behind over the shared 1Y window.
EQH had 27.87 pts deeper max drawdown than SPY.
EQH beat SPY in 0 of 2 calendar years shown and trailed in 2.
EQH
-21.85%
Normalized return
SPY
+18.85%
S&P 500
Excess Return
-40.70 pts
Relative to SPY
EQH Max Drawdown
-37.01%
Trailing 1Y
SPY Max Drawdown
-9.13%
Trailing 1Y
Uses the longest available daily history for EQH and SPY.
| Year | EQH | SPY | Excess | Leader |
|---|---|---|---|---|
| 2026 | -8.61% | +6.71% | -15.32 pts | SPY |
| 2025 | -14.30% | +11.19% | -25.49 pts | SPY |
Powered by FMP stock_dividend. Includes historical ex-dates, pay dates, and payout amounts.
Dividend Yield
2.45%
Trailing 12M Payout
$0.81
Last Payout
| Ex-Date | Record | Pay | Dividend | Adj | Frequency |
|---|---|---|---|---|---|
| Mar 4, 2026 | Mar 4, 2026 | Mar 11, 2026 | $0.27 | $0.27 | Quarterly |
| Nov 24, 2025 | Nov 24, 2025 | Dec 1, 2025 | $0.27 | $0.27 | Quarterly |
| Aug 5, 2025 | Aug 5, 2025 | Aug 12, 2025 | $0.27 | $0.27 | Quarterly |
| Jun 2, 2025 | Jun 2, 2025 | Jun 9, 2025 | $0.27 | $0.27 | Quarterly |
| Mar 5, 2025 | Mar 5, 2025 | Mar 12, 2025 | $0.24 | $0.24 | Quarterly |
| Nov 26, 2024 | Nov 26, 2024 | Dec 3, 2024 | $0.24 | $0.24 | Quarterly |
| Aug 6, 2024 | Aug 6, 2024 | Aug 13, 2024 | $0.24 | $0.24 | Quarterly |
| Jun 3, 2024 | Jun 3, 2024 | Jun 10, 2024 | $0.24 | $0.24 | Quarterly |
| Feb 23, 2024 | Feb 26, 2024 | Mar 4, 2024 | $0.22 | $0.22 | Quarterly |
| Nov 24, 2023 | Nov 27, 2023 | Dec 4, 2023 | $0.22 | $0.22 | Quarterly |
| Aug 4, 2023 | Aug 7, 2023 | Aug 14, 2023 | $0.22 | $0.22 | Quarterly |
| Jun 2, 2023 | Jun 5, 2023 | Jun 12, 2023 | $0.22 | $0.22 | Quarterly |
| Feb 24, 2023 | Feb 27, 2023 | Mar 6, 2023 | $0.20 | $0.20 | Quarterly |
| Nov 25, 2022 | Nov 28, 2022 | Dec 5, 2022 | $0.20 | $0.20 | Quarterly |
| Aug 5, 2022 | Aug 8, 2022 | Aug 15, 2022 | $0.20 | $0.20 | Quarterly |
| May 26, 2022 | May 30, 2022 | Jun 6, 2022 | $0.20 | $0.20 | Quarterly |
| Feb 25, 2022 | Feb 28, 2022 | Mar 7, 2022 | $0.18 | $0.18 | Quarterly |
| Nov 26, 2021 | Nov 29, 2021 | Dec 6, 2021 | $0.18 | $0.18 | Quarterly |
| Aug 12, 2021 | Aug 13, 2021 | Aug 20, 2021 | $0.18 | $0.18 | Quarterly |
| May 27, 2021 | May 31, 2021 | Jun 7, 2021 | $0.18 | $0.18 | Quarterly |
| Mar 3, 2021 | Mar 4, 2021 | Mar 11, 2021 | $0.17 | $0.17 | Quarterly |
| Nov 20, 2020 | Nov 23, 2020 | Dec 1, 2020 | $0.17 | $0.17 | Quarterly |
| Aug 10, 2020 | Aug 11, 2020 | Aug 18, 2020 | $0.17 | $0.17 | Quarterly |
| May 29, 2020 | Jun 1, 2020 | Jun 9, 2020 | $0.17 | $0.17 | Quarterly |
| Mar 6, 2020 | Mar 9, 2020 | Mar 16, 2020 | $0.15 | $0.15 | Quarterly |
| Nov 15, 2019 | Nov 18, 2019 | Nov 25, 2019 | $0.15 | $0.15 | Quarterly |
| Aug 21, 2019 | Aug 22, 2019 | Aug 29, 2019 | $0.15 | $0.15 | Quarterly |
| May 31, 2019 | Jun 3, 2019 | Jun 11, 2019 | $0.15 | $0.15 | Quarterly |
| Mar 4, 2019 | Mar 5, 2019 | Mar 15, 2019 | $0.13 | $0.13 | Quarterly |
| Nov 23, 2018 | Nov 26, 2018 | Dec 3, 2018 | $0.13 | $0.13 | Quarterly |
| Aug 22, 2018 | Aug 23, 2018 | Aug 30, 2018 | $0.13 | $0.13 | Quarterly |
Next Step
Dividend yield means more when it is matched with payout durability, earnings quality, and sector context.