EQH- Equitable Holdings, Inc.
Financial Services · Asset Management
Price & Performance
Performance
Analysis & Verdict
Analyst Ratings
Strong BuyWall Street consensus from 11 analysts
12-Month Price Target
$62.09
Based on analyst estimates; price targets are opinions, not guarantees.
Fair Value Estimates
Current price: $53.67
Graham Number
√(22.5 × EPS × Book Value)
N/A
Benjamin Graham's intrinsic value formula. Assumes a fair stock trades at no more than 22.5× the product of EPS and book value per share.
Bazin Ceiling Price
Avg. Annual DPS (5Y) ÷ 6%
$14.47
Décio Bazin's dividend-based ceiling. The max price you should pay so that dividends alone deliver at least 6% annual yield on your cost basis.
These are simplified estimates. Not financial advice.
Buy & Hold Checklist
Quality criteria for long-term holding
5/10
56% score
Pays dividends
8Y hist.8+ years of dividend history
Dividend consistency (5Y+)
8 yrsUninterrupted dividend payments for at least 5 years
ROE above 10%
-25.1%Return on equity - measures how efficiently capital is used
Positive profit margin
-8.7%Net profit margin must be positive - company earns more than it spends
Revenue growth (annual)
-29.8%Annual revenue must be growing compared to the prior year
Earnings growth (annual)
Annual earnings must be growing compared to the prior year
Debt/Equity below 2×
586.10×Low financial leverage reduces risk of distress
Current ratio above 1
2.03×Short-term assets must cover short-term liabilities
Daily liquidity above $5M
$160M/dayHigh trading volume ensures easy entry and exit
Dividend yield above 0%
2.12%Stock must distribute income to shareholders
Financials
Revenue & Results
Key Statistics
Earnings
Next Earnings
Nov 3, 2026
49
days
EPS (TTM)
$-3.29
P/E (TTM)
-
Fwd P/E
5.9
SEC Filings & Reported Financials
Earnings History
SEC EDGAR · official filings
SEC Filings
Official EDGAR documents
Insider Transactions
SEC Form 4 · officers, directors & 10% owners
Dividends & Income
Dividends
Current DY
2.12%
5Y Avg Annual
$0.9000
Last Payment
$0.3000
Ex-Date
08/03/2026
Annual dividends paid per share
| Ex-Date | Payment | Amount | Est. DY |
|---|---|---|---|
Latest08/03/2026 | 08/10/2026 | $0.3000 | 2.24% |
06/01/2026 | 06/08/2026 | $0.3000 | 2.24% |
03/04/2026 | 03/11/2026 | $0.2700 | 2.01% |
11/24/2025 | 12/01/2025 | $0.2700 | 2.01% |
08/05/2025 | 08/12/2025 | $0.2700 | 2.01% |
06/02/2025 | 06/09/2025 | $0.2700 | 2.01% |
03/05/2025 | 03/12/2025 | $0.2400 | 1.79% |
11/26/2024 | 12/03/2024 | $0.2400 | 1.79% |
Magic Number
Shares needed to self-fund your next purchase
$53.67
Price
$0.3000
Last div. (quarterly)
179
shares
Own 179 EQH shares ($9,606.93) and each quarterly dividend pays for 1 new share - the snowball runs on its own.
Investment target
$9,606.93
New shares / year
+4 shares
Dividend Calculator
2.12% yieldEstimate EQH dividend income at the current rate.
Per year
$212.41
Per month
$17.7
≈ 186.3 shares at $1.14/share a year. Estimate only - dividends can be cut or raised.
Tools & Simulators
EQH vs Peers, Indexes & Commodities
?Click a card below to plot it on the chart
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Parameters
Final value
$426,404.61
Total invested
$130,000.00
Total interest
$296,404.61
Balance over time
Period breakdown
| Period | Balance | Invested | Interest |
|---|---|---|---|
| Start | $10,000.00 | $10,000.00 | $0.00 |
| Year 1 | $17,270.27 | $16,000.00 | $1,270.27 |
| Year 2 | $25,267.56 | $22,000.00 | $3,267.56 |
| Year 3 | $34,064.59 | $28,000.00 | $6,064.59 |
| Year 4 | $43,741.32 | $34,000.00 | $9,741.32 |
| Year 5 | $54,385.72 | $40,000.00 | $14,385.72 |
| Year 6 | $66,094.55 | $46,000.00 | $20,094.55 |
| Year 7 | $78,974.28 | $52,000.00 | $26,974.28 |
| Year 8 | $93,141.97 | $58,000.00 | $35,141.97 |
| Year 9 | $108,726.44 | $64,000.00 | $44,726.44 |
| Year 10 | $125,869.35 | $70,000.00 | $55,869.35 |
| Year 11 | $144,726.56 | $76,000.00 | $68,726.56 |
| Year 12 | $165,469.48 | $82,000.00 | $83,469.48 |
| Year 13 | $188,286.70 | $88,000.00 | $100,286.70 |
| Year 14 | $213,385.63 | $94,000.00 | $119,385.63 |
| Year 15 | $240,994.47 | $100,000.00 | $140,994.47 |
| Year 16 | $271,364.18 | $106,000.00 | $165,364.18 |
| Year 17 | $304,770.87 | $112,000.00 | $192,770.87 |
| Year 18 | $341,518.22 | $118,000.00 | $223,518.22 |
| Year 19 | $381,940.31 | $124,000.00 | $257,940.31 |
| Year 20 | $426,404.61 | $130,000.00 | $296,404.61 |
What is compound interest?
Compound interest means that the interest you earn in one period is added to your principal, so in the next period you earn interest on a larger base. This creates exponential growth: the longer your time horizon, the more dramatic the effect.
Which rate should I use?
The S&P 500 has historically returned ~10%/year before inflation over long periods - use this for an all-equity US index fund scenario. A balanced growth portfolio (stocks + bonds) is closer to 7%. High-yield savings accounts (HYSA) are currently paying around 4-5% with FDIC insurance and zero market risk. Bonds historically return ~4% annualized.
Formula used
FV = PV × (1+r)^n + PMT × ((1+r)^n − 1) / rwhere r is the monthly rate, n is the number of months, PV is the initial investment, and PMT is the monthly contribution. Annual rates are converted to monthly viar = (1 + annual%)^(1/12) − 1.
For educational purposes only. Not financial advice. Past returns do not guarantee future results.
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About Equitable Holdings, Inc.
Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through six segments: Individual Retirement, Group Retirement, Asset Management, Protection Solutions, Wealth Management, and Legacy. The Individual Retirement variable annuity products, including structured capital strategies, retirement cornerstone, and investment edge primarily to affluent and high net worth individuals. The Group Retirement 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. It offers guaranteed and structured investment option, and personal income benefit variable annuity products and open architecture mutual fund platform. The Asset Management segment offers investment management and related services to various clients through institutions, retail, and private wealth management. The Protection Solutions segment provides life insurance products, such as VUL and COLI insurance, IUL insurance, and term life; and employee benefits business which includes group life, supplemental life, dental, vision, short-term disability, long-term disability, critical illness, accident and hospital indemnity insurance products to small and medium-sized businesses. The Wealth Management segment offers discretionary and non-discretionary investment advisory accounts, financial planning and advice, life insurance, and annuity products. The Legacy segment consists of the capital intensive fixed-rate GMxB business that includes ROP death benefits. 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.
Sector
Financial Services
Industry
Asset Management
Location
New York, United States
Employees
8,000
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Equitable Holdings, Inc. (EQH) stock trades at $53.67, up 0.62% on the day. With a market capitalization of $14.64 billion, EQH is a large-cap financial services stock. It trades at a forward P/E of 5.9 and earnings per share (EPS) of $-3.29. Over the most recent period the company reported a 30% year-over-year revenue decline and a net profit margin of -8.7%. Below you'll find EQH's full fundamentals, fair-value estimates, dividend history, earnings and our buy, hold or avoid verdict for 2026.
EQH - Frequently Asked Questions
Is Equitable Holdings, Inc. (EQH) a good stock to buy in 2026?
Equitable Holdings, Inc. (EQH) shows risks such as declining revenue (-30%), negative profit margins and high leverage (debt/equity of 586.1). Whether EQH is a good buy in 2026 depends on your time horizon and risk tolerance - review the full bull case, bear case and fair-value estimates above. This is informational analysis, not financial advice.
What is EQH's stock price today?
Equitable Holdings, Inc. (EQH) trades at $53.67, up 0.62% on the session. Prices on this page update throughout the trading day.
Does EQH pay a dividend?
Yes. Equitable Holdings, Inc. pays an annual dividend of $1.14 per share, a dividend yield of 2.12%. The most recent ex-dividend date was August 3, 2026. Its payout ratio is about 77% of earnings.
What is EQH's market cap?
Equitable Holdings, Inc. (EQH) has a market capitalization of $14.64 billion, classifying it as a large-cap stock in the Financial Services sector.
Disclaimer: This page - including any buy/hold/avoid view, fair value or price estimate - is generated from market data for informational and educational purposes only and does not constitute financial, investment or trading advice. Data may be delayed or inaccurate. Always do your own research and consult a licensed financial advisor before making any investment decision.