EQH · Equitable Holdings, Inc.
$48.31
-1.65 (-3.30%)
At close · Aug 20
Market Cap
$13.86B
Shares
273.04M
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$49.96
Open$51.27
Day$49.94–51.56
52W close$35.34–54.41
Avg vol 30d2.7M
Short int6.5M · 2.4% float · 2.5d
Short vol30%
Last earningsAug 5, 2026
DataJan 2020–Aug 2026
Filing10-Q · Aug 6
Up next
Next earnings call
Nov 5, 2026
Est · unconfirmed
· in 11 wks
FQ3-26 quarter ends
~Sep 30, 2026
Est
filed Aug 6, 2026
AI Brief
TL;DR.
Bullish
Bearish
From the call
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceOverall
Neutral
SellHoldBuy
Technical
Neutral
Momentum
Very Strong
Sentiment
Bearish
Fundamentals
Fair
Quant / Vol
Moderate
Market backdrop
VIX 14.9 · calm
Equity put/call 0.52
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
+13%
above
Price vs 50-day avg
+5%
above
RSI (14)
51
neutral
MACD trend
Negative
52-week position
77%
mid-range
Volume (OBV)
Confirms
volume backs price
Momentum
relative strength
1-month return
+2%
trailing
6-month return
+19%
trailing
YTD return
+5%
this year
Relative strength
+8%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $48 › 200d $44 — 50d above 200d
Institutional flow
Distributing
-12% holders QoQ · +66 funds added
Insider flow
Distributing
Net -$985.4K over 90 days · 100% sells
Short interest
Rising
2.40% of float · ▲ +20.1% MoM · 2.5 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Steady
479 holders — mid 3-yr range
Squeeze score
53
elevated · 0–100
Fundamentals
Revenue growth
−6%
Y/Y
EPS growth
−231%
Y/Y
Buyback
$1.5B
remaining
Balance sheet
$8.6B
net cash
Quant / Vol
risk profile
Volatility
33%
annualized · 1-yr
Max drawdown
−35%
past year
ATR
3.0%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Latest guidance
· from the 8-K filed Aug 4, 2026
2026
Cash generation
$1.8B
second half of 2026
Insurance company dividends
Initiated
up to $900M
Prior guidance
period ended
· from the Earnings Call filed Jun 30, 2025
Organic cash generation
· 2025
$1.6B – $1.7B
Insurance dividends
· second half of 2025
$1B
Incremental share repurchases
· before year-end
$500M
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Neutral
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
+13%
Bullish
Price vs 50-day avg
+5%
Bullish
RSI (14)
51
Neutral
MACD trend
Negative
Bearish
52-week position
77%
Neutral
Volume (OBV)
Confirms
Neutral
Market signals — smart money & positioning
Bearish · 3 of 6
Trend (MA cross)
No cross
50d $48 › 200d $44 — 50d above 200d
Institutional flow
Distributing
-12% holders QoQ · +66 funds added
Insider flow
Distributing
Net -$985.4K over 90 days · 100% sells
Short interest
Rising
2.40% of float · ▲ +20.1% MoM · 2.5 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Steady
479 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $35
Now $50 · 77%
Range high $54
vs 200-day avg +13%
vs 50-day avg +5%
Illustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| AB AUM | $905.5B | As of June 30, 2026 | — |
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| AB Private Markets assets under management | 91B | Q2 2026 | — |
| AB third party (Total Company AUM) | $748B | As of June 30, 2026 | — |
| Adjusted debt to capital (ex. AOCI) | 37.7% | As of June 30, 2026 | — |
| Adjusted operating margin non-GAAP | 33.2% | Six months ended 6/30/2026 | — |
| Advisors | 4,559 | As of 6/30/2026 | — |
| Advisory net new assets | $4.01B | Six Months Ended 6/30/2026 | — |
| Asset Management segment net flows | 0.8B | Q2 2026 | — |
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| Asset Management segment operating earnings non-GAAP | $158M | Q2 2026 | — |
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| Assets Under Management and Administration | $1.2T | as of 6/30/2026 | — |
| Average asset value (TTM) | $175.39B | As of 6/30/2026 (TTM) | — |
| Balance, end of period, General Account asset value | $106.76B | As of 6/30/2026 | — |
| Balance, end of period, Separate Accounts asset value | $82.01B | As of 6/30/2026 | — |
| Balance, end of period, total asset value | $188.77B | As of 6/30/2026 | — |
| Book value per common share including AOCI | -$6.79 | Q2 2026 | — |
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| Book Value per common share, excluding AOCI | $16.89 | As of June 30, 2026 | — |
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GAAP → non-GAAP reconciliationGAAP Book value per common share -$6.79
+$23.68 Per share impact of AOCI
= Book Value per common share, excluding AOCI $16.89
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| Book value with AB at market value per common share (ex. AOCI) | $30.92 | As of June 30, 2026 | — |
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| Brokerage and direct | $44.84B | As of 6/30/2026 | — |
| Capital deployed to AB | 25B | Q2 2026 | — |
| Capital returned to shareholders | $449M | Q2 2026 | — |
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| Cash and liquid assets at Holdings | 0.8B | Q2 2026 | — |
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| Client relationships | 5M | as of 6/30/2026 | — |
| Common stock dividend | $159M | Six Months Ended June 30, 2026 | — |
| Corporate and Other operating loss (adjusted for notable items) non-GAAP | $106M | Q2 2026 | — |
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| Ending common shares outstanding | 273M | As of June 30, 2026 | — |
| General Account and other Affiliated Accounts | $143B | As of June 30, 2026 | — |
| Individual Life Benefit Ratio | 96.1% | Q2 2026 | — |
| Individual Life In-force Face Amount | $117.9B | As of 6/30/2026 | — |
| Legacy Annuity Net flows | -$663M | Q2 2026 | — |
| Market appreciation (depreciation) and other | $6.15B | Q2 2026 | — |
| MRB Reserves (Net of Reinsurance) | $2.65B | As of 6/30/2026 | — |
| Non-GAAP Operating Earnings non-GAAP | $1.93B | Twelve Months Ended 6/30/2026 | +10.7% |
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GAAP → non-GAAP reconciliationGAAP Net income (loss) attributable to Holdings 168M
+1.14B Variable annuity product features
+94M Investment (gains) losses
+28M Net actuarial (gains) losses related to pension and other postretirement benefit obligations
-282M Other adjustments
-205M Income tax expense (benefit) related to above adjustments
+21M Non-recurring tax items
= Non-GAAP Operating Earnings 960M
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| Non-GAAP Operating Earnings (loss) available to Holdings' common shareholders non-GAAP | $1.7 | 3M ended 6/30/2026 | — |
| Non-GAAP operating earnings per common share excluding notable items non-GAAP | $1.75 | Q2 2026 | — |
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| Non-GAAP Operating Earnings, less Notable Items non-GAAP | $501M | Q2 2026 | — |
| Non-GAAP Operating EPS non-GAAP | $3.31 | Six Months Ended June 30, 2026 | — |
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| Non-GAAP Operating Return on Equity (ex. AOCI) non-GAAP | 36.5% | Twelve Months Ended 6/30/2026 | — |
| Operating Net investment income (loss) non-GAAP | $2.63B | Six Months Ended 6/30/2026 | — |
| Repurchase of common shares | $513M | Six Months Ended June 30, 2026 | — |
| Retirement first year premiums | 6.2B | Q2 2026 | — |
| Retirement segment net flows | 1.7B | Q2 2026 | — |
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| Retirement segment operating earnings non-GAAP | $402M | Q2 2026 | — |
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| Retirement segment Total Assets | 188.8B | Q2 2026 | — |
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| Return on assets (TTM) | 1.02% | As of 6/30/2026 (TTM) | — |
| Return on Equity (ex. AOCI) (TTM) | -19.1% | As of June 30, 2026 | — |
| Revenue per advisor TTM | $469K | As of 6/30/2026 | — |
| Separate Accounts | $143B | As of June 30, 2026 | — |
| Total Assets Under Management/Administration ("AUM/A", in billions) | 1.18T | Q2 2026 | — |
| Total AUA | $140.59B | As of 6/30/2026 | — |
| Total AUM | $1.03T | As of June 30, 2026 | — |
| Total capital returned to common shareholders | $672M | Six Months Ended June 30, 2026 | — |
| Total equity adjustment for Holdings' portion of AB's market value | $3.83B | As of June 30, 2026 | — |
| Total First Year Premiums and Deposits | $12.19B | Six months ended 6/30/2026 | — |
| Total GMDB NAR | $7.22B | As of 6/30/2026 | — |
| Total GMIB NAR | $2.01B | As of 6/30/2026 | — |
| Total Premiums and Deposits | $13.56B | Six months ended 6/30/2026 | — |
| Total spread lending balances, end of period | $19.66B | As of 6/30/2026 | — |
| Wealth Management advisory net inflows | 2B | Q2 2026 | — |
| Wealth Management segment operating earnings non-GAAP | $63M | Q2 2026 | — |
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| Wealth Management total assets under administration | 140.6B | Q2 2026 | — |
| Institutional pipeline (AB) | 27.5B | First Quarter 2026 | — |
| Net inflows in Retirement | 1.3B | First Quarter 2026 | — |
| Net outflows in Asset Management | 7.1B | First Quarter 2026 | — |
| Non-GAAP operating earnings excluding notable items non-GAAP | $491M | First Quarter 2026 | — |
| Private Markets assets under management (AB) | 85B | First Quarter 2026 | — |
| Total assets under administration (Wealth Management) | 131B | First Quarter 2026 | — |
| Total Assets Under Management/Administration (AUM/A) | 1.09T | First Quarter 2026 | — |
| Asset Management net outflows | $11.3B | Full Year 2025 | — |
| Capital freed from individual life reinsurance transaction with RGA | $2B | Full Year 2025 | — |
| Combined NAIC RBC ratio | 475% | Full Year 2025 | — |
| Corporate and Other operating loss non-GAAP | -$123M | Q4 2025 | — |
| Non-GAAP operating earnings (adjusted for notable items) non-GAAP | $1.9B | Full Year 2025 | — |
| Non-GAAP operating earnings per common share (adjusted for notable items) non-GAAP | $6.21 | Full Year 2025 | — |
| Non-GAAP operating earnings per common share (EPS) non-GAAP | $5.64 | Full Year 2025 | — |
| Organic cash generation | $1.6B | Full Year 2025 | — |
| Retirement net inflows | $5.9B | Full Year 2025 | — |
| Run-rate expense savings achieved | $120M | Full Year 2025 | — |
| Wealth Management advisory net new assets | $2.1B | Q4 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Asset Management — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
EQH
this stock
Equitable Holdings, Inc.
|
$13.86B | +4.8% | -6.1% | — | 2.4% |
|
BLK
BlackRock, Inc.
|
$375.11B | +8.3% | +16.2% | 27.7 | 0.7% |
|
BX
Blackstone Inc.
|
$105.53B | -5.9% | +9.2% | 31.5 | 3.5% |
|
KKR
KKR & Co. Inc.
|
$99.15B | -13.4% | -11.0% | — | 1.6% |
|
BN
BROOKFIELD Corp /ON/
|
$94.05B | -8.1% | — | — | 0.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Smart Money
Financials
Filings
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| EQH | -3.7% | +2.5% | +19.2% | +4.9% | +4.9% |
| SPY | -0.4% | +2.9% | +11.6% | +3.0% | +12.8% |
| vs SPY | -3.2% | -0.4% | +7.6% | +1.9% | -7.9% |
Capital returns
Latest dividend
$0.30
/ share · ex Aug 3, 2026
Paid (TTM)
$1.14
/ share · 4 payouts
Dividend yield (TTM, derived)
2.28%
Buyback program
· as of Jun 30, 2026
Authorized
—
Spent (derived)
—
Remaining
$1.50B
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
Key facts
CIK
1333986
CUSIP
29452E101
13F (30d)
437 filings
428 filers
Visit website
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