EQH
Equitable Holdings, Inc.Price & Indicators
Blended from price, positioning & fundamentals · daily-close · not investment advice.
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| AB Private Markets assets under management | 85B | First Quarter | — |
| Asset Management institutional pipeline | 27.5B | First Quarter | — |
| Book value per common share excluding AOCI | $19.56 | First Quarter | — |
| Capital returned to shareholders | $223M | First Quarter | — |
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| Cash and liquid assets at Holdings | 1.2B | First Quarter | — |
| Client assets added via Stifel Independent Advisors acquisition | 9B | First Quarter | — |
| Non-GAAP operating earnings non-GAAP | $472M | First Quarter | — |
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| Non-GAAP operating earnings (excluding notable items) non-GAAP | $491M | First Quarter | — |
| Non-GAAP operating EPS (excluding notable items) non-GAAP | $1.68 | First Quarter | — |
| Quarterly cash dividends | $76M | First Quarter | — |
| Retirement net inflows | 1.3B | First Quarter | — |
| Share repurchases | $147M | First Quarter | — |
| AB net outflows | -$7.1B | Q1 2026 call | — |
| advisory net inflows (Wealth Management) | $2B | Q1 2026 call | — |
| Asset Management earnings growth | 11% | Q1 2026 call | — |
| assets under management | 1.1 | Q1 2026 call | — |
| combined NAIC RBC ratio | 475% | Q1 2026 call | — |
| holding company liquidity | $1.2B | Q1 2026 call | — |
| institutional pipeline | $28B | Q1 2026 call | — |
| net inflows | $1.3B | Q1 2026 call | — |
| non-GAAP operating earnings per share non-GAAP | $1.62 | Q1 2026 call | — |
| non-GAAP operating earnings per share (adjusted for notable items) non-GAAP | $1.68 | Q1 2026 call | — |
| private markets AUM | $85B | Q1 2026 call | — |
| private markets AUM growth | 13% | Q1 2026 call | — |
| total sales growth | 10% | Q1 2026 call | — |
| Wealth Management organic growth rate | 13% | Q1 2026 call | — |
| Full year net inflows in Retirement | $5.9B | FY2025 | — |
| Full year net inflows in Wealth Management | $8.4B | FY2025 | — |
| Full year net outflows in Asset Management | -$11.3B | FY2025 | — |
| Organic cash generation | $1.6B | FY2025 | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
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.
|
$13.37B | +0.3% | -6.1% | — | 2.7% |
|
BLK
BlackRock, Inc.
|
$162.29B | -6.5% | +16.2% | 12.5 | 0.6% |
|
BX
Blackstone Inc.
|
$150.99B | -19.0% | +9.2% | 52.1 | 2.7% |
|
BN
BROOKFIELD Corp /ON/
|
$98.19B | -4.0% | — | — | 0.6% |
|
KKR
KKR & Co. Inc.
|
$89.49B | -24.6% | -11.0% | — | 1.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| EQH | +7.9% | +18.1% | -1.6% | +8.2% | +0.3% |
| SPY | +3.1% | -0.8% | +8.2% | +0.6% | +10.2% |
| vs SPY | +4.9% | +18.9% | -9.9% | +7.6% | -9.8% |
Capital returns
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.