EQH
Bearish signalScored 2026-09-27 Drivers: Congress, trend, fundamentals. Moteurs : Congrès, tendance, fondamentaux.
Research, not advice.
À propos
Equitable Holdings, Inc.
- Nom
- Equitable Holdings, Inc.
- Secteur
- Financial Services
- Industrie
- Asset Management
- Bourse
- NYSE
- Capitalisation
- $14.4B
- Employés
- 8,000
- PDG
- Mark Pearson
- Site web
- http://www.equitableholdings.com
- Marché
- AMPBHFCRBGJXNLNCMET
Equitable Holdings, Inc. operates as a global, diversified financial services enterprise, delivering its offerings through four primary divisions. The Individual Retirement segment focuses on providing variable annuity products predominantly to high-net-worth individuals. Its Group Retirement segment supplies tax-advantaged investment and retirement plans to a variety of organizations, including educational institutions, municipalities, non-profit entities, and small to mid-sized businesses. Through its Investment Management and Research division, the company offers a broad spectrum of investment management, research, and related services to institutional, retail, and private wealth clients, additionally distributing its specialized research offerings. The Protection Solutions segment delivers a range of life insurance products—such as variable universal, indexed universal, and term life—to affluent individuals and owners of small and medium-sized businesses. This segment also extends group insurance coverage, encompassing life, short- and long-term disability, dental, and vision benefits, to small and medium-sized enterprises. Founded in 1859 and based in New York, New York, the company adopted its current name, Equitable Holdings, Inc., in January 2020, having previously been known as AXA Equitable Holdings, Inc.
Price (1 year)
Live chart from TradingView — independent market data, as price context around the filings, not the Quorum score. EMA 50/200 and Bollinger load by default. When the exchange is known it is sent as EXCHANGE:SYMBOL; otherwise TradingView resolves the ticker best-effort.
VENTE TOTALE: 5 780 titres (~312 468,00 $ US)
- Insiders
- SCOTT BERTRAM LMacKay Craig CIsaacs-Lowe Arlene
- Total bought
-
—
Avg buy (VWAP, 90d window) —
- Total sold
-
$1,747,522
Avg sell (VWAP, 90d window) $52.77 vs last close $52.19 (-1.1%)
Total sold sums Form 4 code S in this window. Codes F, M, A and G are left out.
$15,919 of that total is under a Rule 10b5-1 plan. It is shown here and left out of the score.
- Last activity
- 2026-09-21
- Liquidity
- Liquid $170,726,744/day · 20d vol
- Last synced
-
2026-09-29 21:10:25
Sign in to request a sync of this company's price history and timing levels.
Insider holdings as a share of total assets aren't available for this company.
Avg buy and avg sell are volume-weighted prices (sum of shares × price, divided by shares) for Form 4 rows in this 90-day window that report both figures. A comparison with last close is market context for that average, not advice.
Recent Form 4
Filings in the 90-day window for this company. Value is shares × price from the filing. Research, not advice.
| Date | Person | Side | Shares | Price | Value | Form 4 |
|---|---|---|---|---|---|---|
| 2026-09-21 | SCOTT BERTRAM L | Sell · S | 2,780 | $54.35 | $151,093 | Form 4 |
| 2026-09-17 | MacKay Craig C | Sell · S | 2,000 | $54.27 | $108,550 | Form 4 |
| 2026-09-04 | Lane Nick | Sell · S | 14,923 | $53.24 | $794,518 | Form 4 |
| 2026-09-04 | Isaacs-Lowe Arlene | Sell · S | 1,000 | $52.83 | $52,825 | Form 4 |
| 2026-08-17 | HURD JEFFREY J | Sell · S · 10b5-1 | 300 | $53.06 | $15,919 | Form 4 |
| 2026-08-11 | MacKay Craig C | Sell · S | 2,200 | $51.37 | $113,003 | Form 4 |
| 2026-08-10 | Eckert William James IV | Sell · S | 947 | $52.88 | $50,073 | Form 4 |
| 2026-08-06 | SCOTT BERTRAM L | Sell · S | 1,466 | $51.15 | $74,987 | Form 4 |
| 2026-08-06 | Stonehill Charles G.T. | Sell · S | 7,500 | $51.54 | $386,554 | Form 4 |
Sales marked 10b5-1 are scheduled in advance and don't count toward the Quorum score. Les ventes marquées 10b5-1 sont planifiées à l'avance et ne pèsent pas dans le score Quorum.
Congressional trades
STOCK Act disclosures (90-day window)
Amounts are STOCK Act brackets as disclosed. Quorum does not turn a bracket into an exact price or a midpoint.
No STOCK Act disclosures for this company in this window.
Recent trades
| Date | Representative | Type | Amount |
|---|---|---|---|
| 2026-03-02 | Michael T. McCaul | Purchase | $50,001 - $100,000 |
| 2025-10-24 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2025-10-24 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2025-10-16 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2025-10-16 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2025-10-06 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2025-10-06 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2025-09-25 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2025-09-24 | Michael T. McCaul | Sale | $50,001 - $100,000 |
| 2025-09-05 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2025-07-16 | Lisa C. McClain | Sale (Full) | $1,001 - $15,000 |
| 2025-06-17 | Lisa C. McClain | Purchase | $1,001 - $15,000 |
| 2024-05-20 | Michael T. McCaul | Sale | $15,001 - $50,000 |
| 2024-05-20 | Michael T. McCaul | Sale | $100,001 - $250,000 |
| 2024-01-23 | Michael T. McCaul | Sale | $1,001 - $15,000 |
| 2024-01-23 | Michael T. McCaul | Sale | $15,001 - $50,000 |
| 2023-05-12 | Michael T. McCaul | Sale | $15,001 - $50,000 |
| 2023-05-12 | Michael T. McCaul | Sale | $100,001 - $250,000 |
| 2023-04-14 | Michael T. McCaul | Purchase | $100,001 - $250,000 |
| 2023-04-14 | Michael T. McCaul | Purchase | $15,001 - $50,000 |
| 2023-03-24 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2022-06-17 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2022-05-05 | Michael T. McCaul | Purchase | $15,001 - $50,000 |
| 2022-05-05 | Michael T. McCaul | Purchase | $1,001 - $15,000 |
| 2022-01-28 | Michael T. McCaul | Sale | $15,001 - $50,000 |
| 2022-01-28 | Michael T. McCaul | Sale | $15,001 - $50,000 |
Signal
Bearish signalScored 2026-09-27 Drivers: Congress, trend, fundamentals. Moteurs : Congrès, tendance, fondamentaux.
EQH presents a compelling M&A catalyst (merger of equals with Corebridge) with moderate confidence (0.70), but the underlying financial health is critically impaired, with a liquidity score of 20 and fundamentals trend…
The first sentence of the analysis written for EQH on 2026-09-27 - a real excerpt, not a sample. The rest of it, the 0-100 score and the rating it produced are part of Plus. See plans.
Factor checklist — research, not advice
A check leans with a bullish reading. A cross leans against it. A dash is unavailable or mixed.
- Insider Pulls against a bullish reading. Selling cluster — sale value, no purchase value
- Congress Unavailable or mixed. 1 purchase disclosure year to date, a thin reading
- Narrative Pulls against a bullish reading. Stored narrative reading is in the bearish band
- Timing Pulls against a bullish reading. Close is more than 0.5 ATR under stored support
- Financial indicators Pulls against a bullish reading. Current ratio 0.57 · operating margin -10%
Suggested stop 48.43, nearest stored support minus 0.5 ATR(7.2% under the last close). Reward/risk to the next stored resistance is 0.76. Wait — that reward/risk is under 2. Research, not advice. Not an order.
Market snapshot
Financial ratios
| Metric | Trend | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|---|
| Gross Profit Margin | 79.1% | 53.1% | 49.3% | 59.9% | 96.2% | |
| Ebit Margin | -8.3% | 18.8% | 9.2% | 25.3% | 37.5% | |
| Ebitda Margin | -0.8% | 25.7% | 16.9% | 30.3% | 44.3% | |
| Operating Profit Margin | -10.2% | 17.0% | 7.0% | 23.7% | 34.3% | |
| Pretax Profit Margin | -10.2% | 17.0% | 7.0% | 23.7% | 34.3% | |
| Continuous Operations Profit Margin | -8.9% | 14.7% | 15.6% | 18.9% | 28.5% | |
| Net Profit Margin | -11.8% | 10.5% | 12.4% | 17.0% | 23.0% | |
| Bottom Line Profit Margin | -12.4% | 9.9% | 11.6% | 16.4% | 22.0% | |
| Current Ratio | 0.565 | 0.898 | 0.931 | 3.203 | 1.723 | |
| Quick Ratio | 0.565 | 0.898 | 0.931 | 3.203 | 1.723 | |
| Solvency Ratio | -0.002 | 0.007 | 0.008 | 0.011 | 0.008 | |
| Cash Ratio | 0.090 | 0.060 | 0.082 | 0.675 | 0.311 | |
| Price To Earnings Ratio | -9.865 | 12.348 | 9.542 | 5.228 | 8.157 | |
| Price To Earnings Growth Ratio | 0.044 | 1.306 | -0.262 | 0.143 | -0.023 | |
| Forward Price To Earnings Growth Ratio | 0.044 | 1.306 | -0.262 | 0.143 | -0.023 | |
| Price To Earnings Diluted Ratio | -9.865 | 12.479 | 9.569 | 5.256 | 8.157 | |
| Price To Earnings Diluted Growth Ratio | 0.043 | 1.448 | -0.264 | 0.147 | -0.023 | |
| Price To Book Ratio | -191.952 | 9.559 | 4.401 | 7.735 | 1.188 | |
| Price To Sales Ratio | 1.218 | 1.218 | 1.107 | 0.857 | 1.798 | |
| Price To Free Cash Flow Ratio | 20.920 | 10.203 | -35.872 | -25.988 | -43.727 | |
| Price To Operating Cash Flow Ratio | 19.922 | 9.250 | -56.050 | -43.348 | -70.915 | |
| Debt To Assets Ratio | 0.021 | 0.020 | 0.020 | 0.023 | 0.020 | |
| Debt To Equity Ratio | -88.676 | 3.753 | 2.126 | 4.175 | 0.511 | |
| Debt To Capital Ratio | 1.011 | 0.790 | 0.680 | 0.807 | 0.338 | |
| Long Term Debt To Capital Ratio | 1.011 | 0.790 | 0.670 | 0.761 | 0.304 | |
| Financial Leverage Ratio | -4,297.162 | 186.575 | 104.498 | 180.373 | 25.372 | |
| Working Capital Turnover Ratio | -0.323 | -1.328 | 2.985 | 0.971 | 0.816 | |
| Operating Cash Flow Ratio | 0.005 | 0.014 | -0.002 | -0.039 | -0.012 | |
| Operating Cash Flow Sales Ratio | 0.061 | 0.132 | -0.020 | -0.020 | -0.025 | |
| Free Cash Flow Operating Cash Flow Ratio | 0.952 | 0.907 | 1.562 | 1.668 | 1.622 | |
| Debt Service Coverage Ratio | 0.237 | 12.872 | 5.566 | 3.366 | 8.729 | |
| Interest Coverage Ratio | -5.326 | 9.341 | 3.237 | 14.886 | 10.693 | |
| Short Term Operating Cash Flow Coverage Ratio | 28.520 | 0.000 | -0.819 | -0.329 | -2.098 | |
| Operating Cash Flow Coverage Ratio | 0.109 | 0.275 | -0.037 | -0.043 | -0.033 | |
| Capital Expenditure Coverage Ratio | 20.971 | 10.706 | -1.778 | -1.497 | -1.608 | |
| Dividend Paid And Capex Coverage Ratio | 1.743 | 3.062 | -0.418 | -0.462 | -0.390 | |
| Dividend Payout Ratio | -0.272 | 0.292 | 0.293 | 0.174 | 0.214 | |
| Enterprise Value Multiple | -85.613 | 4.422 | 5.091 | 3.240 | 4.267 |
Sparkline shows each ratio oldest → newest (left → right).
How the latest year compares
For each ratio: its most recent value, the change versus one year earlier, and versus its 5-year average. ▲ higher ▼ lower
| Metric | Current | vs 1Y ago | vs 5Y avg |
|---|---|---|---|
| Gross Profit Margin | 79.1% | ▲26.1% | ▲11.6% |
| Ebit Margin | -8.3% | ▼-27.1% | ▼-24.8% |
| Ebitda Margin | -0.8% | ▼-26.5% | ▼-24.1% |
| Operating Profit Margin | -10.2% | ▼-27.2% | ▼-24.6% |
| Pretax Profit Margin | -10.2% | ▼-27.2% | ▼-24.6% |
| Continuous Operations Profit Margin | -8.9% | ▼-23.5% | ▼-22.7% |
| Net Profit Margin | -11.8% | ▼-22.3% | ▼-22.1% |
| Bottom Line Profit Margin | -12.3% | ▼-22.2% | ▼-21.9% |
| Current Ratio | 0.565 | ▼-0.333 | ▼-0.899 |
| Quick Ratio | 0.565 | ▼-0.333 | ▼-0.899 |
| Solvency Ratio | -0.002 | ▼-0.009 | ▼-0.008 |
| Cash Ratio | 0.090 | ▲0.030 | ▼-0.154 |
| Price To Earnings Ratio | -9.865 | ▼-22.214 | ▼-14.947 |
| Price To Earnings Growth Ratio | 0.044 | ▼-1.262 | ▼-0.198 |
| Forward Price To Earnings Growth Ratio | 0.044 | ▼-1.262 | ▼-0.198 |
| Price To Earnings Diluted Ratio | -9.865 | ▼-22.344 | ▼-14.985 |
| Price To Earnings Diluted Growth Ratio | 0.043 | ▼-1.404 | ▼-0.227 |
| Price To Book Ratio | -191.952 | ▼-201.511 | ▼-158.138 |
| Price To Sales Ratio | 1.218 | ▼-0.001 | ▼-0.022 |
| Price To Free Cash Flow Ratio | 20.920 | ▲10.717 | ▲35.813 |
| Price To Operating Cash Flow Ratio | 19.922 | ▲10.672 | ▲48.150 |
| Debt To Assets Ratio | 0.021 | ▲0.001 | ▼-0.000 |
| Debt To Equity Ratio | -88.676 | ▼-92.429 | ▼-73.054 |
| Debt To Capital Ratio | 1.011 | ▲0.222 | ▲0.286 |
| Long Term Debt To Capital Ratio | 1.011 | ▲0.222 | ▲0.304 |
| Financial Leverage Ratio | -4297.162 | ▼-4483.737 | ▼-3537.093 |
| Working Capital Turnover Ratio | -0.323 | ▲1.005 | ▼-0.947 |
| Operating Cash Flow Ratio | 0.005 | ▼-0.009 | ▲0.012 |
| Operating Cash Flow Sales Ratio | 0.061 | ▼-0.071 | ▲0.035 |
| Free Cash Flow Operating Cash Flow Ratio | 0.952 | ▲0.046 | ▼-0.390 |
| Debt Service Coverage Ratio | 0.237 | ▼-12.635 | ▼-5.917 |
| Interest Coverage Ratio | -5.326 | ▼-14.667 | ▼-11.892 |
| Short Term Operating Cash Flow Coverage Ratio | 28.520 | ▲28.520 | ▲23.465 |
| Operating Cash Flow Coverage Ratio | 0.109 | ▼-0.167 | ▲0.054 |
| Capital Expenditure Coverage Ratio | 20.971 | ▲10.265 | ▲15.612 |
| Dividend Paid And Capex Coverage Ratio | 1.743 | ▼-1.318 | ▲1.036 |
| Dividend Payout Ratio | -0.272 | ▼-0.564 | ▼-0.412 |
| Enterprise Value Multiple | -85.613 | ▼-90.035 | ▼-71.894 |
Key metrics
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Market cap | $14.20B | $15.15B | $11.66B | $10.84B | $13.69B | |
| Enterprise value | $8.30B | $14.14B | $9.05B | $12.41B | $14.39B | |
| EV / Sales | 0.71x | 1.14x | 0.86x | 0.98x | 1.89x | |
| EV / Op. cash flow | 11.65x | 8.63x | -43.52x | -49.62x | -74.55x | |
| EV / Free cash flow | 12.23x | 9.52x | -27.85x | -29.75x | -45.97x | |
| EV / EBITDA | -85.61x | 4.42x | 5.09x | 3.24x | 4.27x | |
| Net debt / EBITDA | 60.83x | -0.32x | -1.47x | 0.41x | 0.21x | |
| Current ratio | 0.56x | 0.90x | 0.93x | 3.20x | 1.72x | |
| Income quality | -0.52x | 1.25x | -0.16x | -0.10x | -0.50x | |
| Graham number | — | $21 | $25 | $22 | $51 | |
| Graham net-net | -$821 | -$597 | -$519 | -$458 | -$436 | |
| Tax burden | 115.7% | 61.9% | 176.4% | 72.0% | 67.3% | |
| Interest burden | 123.1% | 90.3% | 76.4% | 93.7% | 91.4% | |
| Working capital | -$60.36B | -$11.81B | -$6.92B | $13.97B | $12.06B | |
| Invested capital | -$47.53B | $728.0M | $5.22B | $20.20B | $17.62B | |
| Return on assets | -0.4% | 0.4% | 0.5% | 0.9% | 0.6% | |
| Operating ROA | -0.4% | 0.7% | 0.3% | 1.1% | 0.9% | |
| Return on tangible assets | -0.5% | 0.5% | 0.5% | 0.9% | 0.6% | |
| Return on equity | 1864.9% | 82.5% | 49.2% | 153.7% | 15.2% | |
| Return on invested capital | -0.6% | 1.0% | 0.4% | 1.0% | 0.8% | |
| Return on capital employed | -0.7% | 1.2% | 0.4% | 1.2% | 0.9% | |
| Earnings yield | -9.7% | 8.6% | 11.2% | 19.9% | 12.8% | |
| Free cash flow yield | 4.8% | 9.8% | -2.8% | -3.8% | -2.3% | |
| Capex / Op. cash flow | 4.8% | 9.3% | -56.3% | -66.8% | -62.2% | |
| Capex / Depreciation | 3.9% | 0.0% | 14.4% | 26.3% | 23.1% | |
| Capex / Sales | 0.3% | 1.2% | 1.1% | 1.3% | 1.6% | |
| SG&A / Sales | 0.0% | 19.6% | 22.1% | 17.4% | 31.0% | |
| R&D / Sales | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | |
| Stock comp / Sales | 0.0% | 0.0% | -1.4% | 2.6% | 3.6% | |
| Intangibles / Total assets | 4.0% | 4.2% | 4.4% | 2.3% | 1.7% | |
| Days sales outstanding | 778d | 348d | 424d | 335d | 838d | |
| Days payables outstanding | 727d | 257d | 334d | 401d | 7857d | |
| Operating cycle | 778d | 348d | 424d | 335d | 838d | |
| Cash conversion cycle | 51d | 91d | 90d | -67d | -7019d |
Change by theme
Grouped by what each metric measures. Each figure is the change over the period shown — ▲ up ▼ down versus then.
Change over 1 year
Change over 5 years
Employee count
Peer market caps
Recent news
- 2026-09-26 Equitable Highlights Growth, Corebridge Merger Plans at Annual Meeting Equitable NYSE: EQH highlighted continued business momentum, strategic portfolio changes and its planned merger of equals with Corebridge during its 2026 annual meeting of stockholders.
- 2026-09-25 AllianceBernstein appoints Onur Erzan President & Chief Executive Officer Seth Bernstein to retire as Chief Executive Officer on March 31, 2027 NASHVILLE, Tenn., Sept. 25, 2026 /PRNewswire/ -- AllianceBernstein Holding L.P.
- 2026-09-22 Equitable Holdings, Inc. (EQH) Could Be a Great Choice Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Equitable Holdings (EQH) have what it takes?
- 2026-09-20 Craig Mackay Sells 2,000 Shares of Equitable (NYSE:EQH) Stock Equitable Holdings, Inc. (NYSE: EQH - Get Free Report) Director Craig Mackay sold 2,000 shares of the company''s stock in a transaction that occurred on Thursday, September 17th. The shares were sold at an average price of $54.27, for a total value of $108,540.00. Following the completion of the transaction, the director directly owned 16,999 shares
- 2026-09-17 Equitable Holdings, Inc. $EQH Stock Holdings Decreased by Engineers Gate Manager LP Engineers Gate Manager LP decreased its stake in shares of Equitable Holdings, Inc. (NYSE: EQH) by 94.3% during the undefined quarter, according to its most recent Form 13F filing with the SEC. The fund owned 38,750 shares of the company''s stock after selling 637,263 shares during the period. Engineers Gate Manager LP''s holdings
- 2026-09-15 California State Teachers Retirement System Increases Stake in Equitable Holdings, Inc. $EQH California State Teachers Retirement System boosted its stake in Equitable Holdings, Inc. (NYSE: EQH) by 2,696.7% in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 14,272,760 shares of the company''s stock after buying an additional 13,762,414 shares during the period. California State
- 2026-09-09 Equitable Holdings, Inc. (EQH) Presents at KBW Insurance Conference 2026 Transcript Equitable Holdings, Inc. (EQH) Presents at KBW Insurance Conference 2026 Transcript
- 2026-09-09 EQH Stock Rallies 24% in 3 Months: Buy, Hold or Book Profits? Equitable Holdings'' 24% three-month rally reflects strong flows, asset growth and capital returns, though valuation and merger risks remain.
- 2026-09-02 Equitable expands SCS Premier with industry''s first bitcoin-linked RILA investment option NEW YORK--(BUSINESS WIRE)--Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced enhancements to its variable annuity portfolio, Structured Capital Strategies®(SCS), which includes the first bitcoin-linked index investment option available within a registered index-linked annuity. “Equitable pioneered the first index-linked annuity in 2010, and continues to lead the way as client needs and investment preferences cha.
- 2026-09-01 Corebridge Financial and Equitable Holdings to Participate in the 2026 KBW Insurance Conference HOUSTON & NEW YORK--(BUSINESS WIRE)--Corebridge Financial and Equitable Holdings to Participate in the 2026 KBW Insurance Conference.