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EQH · Equitable Holdings, Inc. · Metrics

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$55.53 +0.12 (+0.22%) At close · Nov 10 Play latest call Q3 2026 earnings call transcript
S&P 400 member Russell 1000 member Rebalance outlook locked
Market Cap
$14.81B
Shares
266.68M
Volume · Nov 10 1.47M Avg daily vol (3M) 2.7M

EQH metrics

80 of 125 screener metrics currently available.

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Market overview

2 metrics
Share price
$55.53
Market cap
$14.81B

Price action

23 metrics
Price change (1W)
+0.5%
Price change (30D)
+3.8%
Price change (3M)
+8.1%
Price change (6M)
+36.8%
Price change (YTD)
+16.5%
Price change (1Y)
+24.5%
Trailing year
Price change (5Y)
+60.9%
52-week high
$56.12
52-week low
$35.34
Change from 52-week high
-1.1%
Change from 52-week low
+57.1%
Annualized volatility
33.2%
Annualized volatility (3M)
29.9%
Implied volatility (30D)
35.4%
IV rank (1Y)
—
IV percentile (1Y)
—
Beta
1.3
RSI (14D)
57.0
Price vs SMA 50
+4.0%
Price vs SMA 200
+20.3%
Avg volume (3M)
2.70M
Relative volume
0.5
Average dollar volume
$142.80M

Company

3 metrics
Sector
Financial Services
Industry
Asset Management
Shares outstanding
266.68M

Valuation

12 metrics
P / E (TTM)
10.7
Trailing earnings · reciprocal yield 9.4%
PEG ratio
—
EV / revenue
0.1×
reciprocal yield 1,162.1%
EV / EBITDA
—
EV / EBIT
—
P / sales
1.1×
reciprocal yield 88.1%
P / book
—
FCF yield
—
TTM · current market cap
Buyback yield
6.9%
P / FCF
—
P / operating cash flow
5.7
reciprocal yield 17.7%
Earnings yield
10.2%

Historical valuation

8 metrics
P / E historical average (3Y)
12.1×
reciprocal yield 8.3%
P / E historical average (5Y)
8.2×
reciprocal yield 12.2%
EV / revenue historical average (3Y)
0.5×
reciprocal yield 199.0%
EV / revenue historical average (5Y)
0.6×
reciprocal yield 173.8%
EV / EBIT historical average (3Y)
—
EV / EBIT historical average (5Y)
—
EV / EBITDA historical average (3Y)
—
EV / EBITDA historical average (5Y)
—

Dividends & buybacks

7 metrics
Dividend yield
2.1%
Trailing 12 months
Payout ratio
21.1%
Shareholder yield
9.1%
Dividend / share (TTM)
$1.14
Dividend growth YoY
+11.8%
Dividend growth streak
5+
Stored dividend history starts 2020
Last ex-dividend
2026-08-03

Earnings calendar

2 metrics
Next earnings
—
Last earnings
2026-11-03

Profitability

9 metrics
Gross margin
—
Operating margin
—
Trailing 12 months
Net margin
11.5%
Gross profit (TTM)
—
Operating profit (TTM)
—
Net income (TTM)
$1.50B
Trailing 12 months
Diluted EPS (TTM)
$5.20
FCF margin
—
Effective tax rate
11.8%

Per share

11 metrics
Revenue per diluted share (TTM)
$46.70
Gross profit per diluted share (TTM)
—
Operating profit per diluted share (TTM)
—
EBITDA per diluted share (TTM)
—
Net income per diluted share (TTM)
$5.42
Operating cash flow per diluted share (TTM)
$9.49
Free cash flow per diluted share (TTM)
—
Capital expenditures per diluted share (TTM)
—
R&D per diluted share (TTM)
—
Stock compensation per diluted share (TTM)
—
Book value per share
$-0.26

Growth

11 metrics
Revenue growth YoY
+167.7%
Year over year
Net income growth YoY
-207.8%
Revenue (TTM)
$13.05B
Trailing 12 months
EPS growth YoY
-230.9%
Shares change YoY
-7.7%
Year over year · fewer shares
Revenue CAGR (3Y)
-2.7%
Revenue CAGR (5Y)
-1.2%
EPS CAGR (3Y)
—
EPS CAGR (5Y)
—
FCF CAGR (3Y)
—
FCF CAGR (5Y)
—

Quality

14 metrics
Return on equity
—
Return on assets
0.5%
Debt / equity
—
Current ratio
—
EBITDA (TTM)
—
Free cash flow (TTM)
—
Quick ratio
—
Interest coverage
—
Net debt / EBITDA
—
Return on invested capital
—
Trailing 12 months
Net cash
$13.69B
Latest balance sheet
Cash & equivalents
$17.53B
Total assets
$334.01B
Total debt
$3.84B

Cash flow & spend

7 metrics
Operating cash flow (TTM)
$2.62B
Capital expenditures (TTM)
—
R&D (TTM)
—
SG&A (TTM)
—
Stock compensation (TTM)
—
R&D / revenue
—
Stock compensation / revenue
—

Ownership (13F)

9 metrics
13F filers
485
13F filer change QoQ
-62
Institutional ownership
99.6%
Conviction holders (share of 13F filers)
0.8%
Crowding (high-turnover and private-fund holders)
31.6%
Private-fund adviser ownership
29.5%
Active holders' share change QoQ
-7.4%
Holder tenure
16.4
Price vs estimated holder cost
+0.7%

Ownership (registered funds)

1 metrics
Index-fund ownership
21.0%

Short interest

3 metrics
Short interest
2.0%
Latest settlement · 1.9 days to cover
Days to cover
1.9d
Short-squeeze score
50 / 100

Insider activity

2 metrics
Net insider buying (90D)
−$1.85M
Insider-sentiment score
26 / 100

Risk flags

1 metrics
Going concern
—
Key facts CIK 1333986 CUSIP 29452E101 13F (30d) 327 filings 289 filers Visit website Investor relations