EQH
Financial Services · Asset Management
Performance
EQH (EQH) Stock Analysis 2026
Rule-based · Updated daily · Not financial advice
EQH (EQH) operates in the Asset Management space within the Financial Services sector. With a market cap of $12.9B, it qualifies as a mid-cap company. Both revenue and profitability are declining, which raises questions about the durability of the current business model.
- Earnings grew 1244% YoY — bottom-line is expanding fast
- Current ratio of 2.3× — ample short-term liquidity
- Dividend yield of 2.46% provides consistent income on top of price appreciation
- Revenue declined 8% YoY — warning sign for business momentum
- Negative profit margin of -7.3% — company is currently unprofitable
- Negative ROE of -13.5% — shareholder equity is being eroded
- High debt-to-equity of 321.16× increases financial risk, especially with elevated interest rates
Verdict
Caution
More risks than strengths. Consider waiting for fundamentals to improve before adding.
AI Insight
Powered by ClaudeAI-generated analysis for informational purposes only. Not financial advice.
Related Articles
Revenue & Results
Dividends
Current DY
2.46%
5Y Avg Annual
$0.8400
Last Payment
$0.3000
Ex-Date
06/01/2026
Annual dividends paid per share
| Ex-Date | Payment | Amount | Est. DY |
|---|---|---|---|
Latest06/01/2026 | 06/08/2026 | $0.3000 | 2.61% |
03/04/2026 | 03/11/2026 | $0.2700 | 2.35% |
11/24/2025 | 12/01/2025 | $0.2700 | 2.35% |
08/05/2025 | 08/12/2025 | $0.2700 | 2.35% |
06/02/2025 | 06/09/2025 | $0.2700 | 2.35% |
03/05/2025 | 03/12/2025 | $0.2400 | 2.09% |
11/26/2024 | 12/03/2024 | $0.2400 | 2.09% |
08/06/2024 | 08/13/2024 | $0.2400 | 2.09% |
Magic Number
Shares needed to self-fund your next purchase
$45.97
Price
$0.3000
Last div. (quarterly)
154
shares
Own 154 EQH shares ($7,079.38) and each quarterly dividend pays for 1 new share — the snowball runs on its own.
Investment target
$7,079.38
New shares / year
+4 shares
If You Had Invested…
Hypothetical return based on historical prices
* Dividend reinvestment calculated at ex-date price. For informational purposes only.
Earnings
Next Earnings
Aug 4, 2026
49
days
EPS (TTM)
$-2.85
P/E (TTM)
—
Fwd P/E
5.2
Earnings History
SEC EDGAR · official filings
SEC Filings
Official EDGAR documents
Key Statistics
Valuation
Trading
Dividends
Profitability
Balance Sheet
Fair Value Estimates
Current price: $45.97
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
6/10
60% 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%
-13.5%Return on equity — measures how efficiently capital is used
Positive profit margin
-7.3%Net profit margin must be positive — company earns more than it spends
Revenue growth (annual)
-7.6%Annual revenue must be growing compared to the prior year
Earnings growth (annual)
+1244.3%Annual earnings must be growing compared to the prior year
Debt/Equity below 2×
321.16×Low financial leverage reduces risk of distress
Current ratio above 1
2.34×Short-term assets must cover short-term liabilities
Daily liquidity above $5M
$207M/dayHigh trading volume ensures easy entry and exit
Dividend yield above 0%
2.46%Stock must distribute income to shareholders
Related Assets
Financial Services
About EQH
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