EQH · Equitable Holdings, Inc.
$53.09
+0.29 (+0.55%)
At close · Aug 14
Market Cap
$14.50B
Shares
273.04M
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$53.09
Open$53.00
Day$52.57–53.21
52W close$35.34–54.64
Avg vol 30d2.9M
Short int6.5M · 2.4% float · 2.5d
Short vol47%
Last earningsAug 4, 2026
DataJan 2020–Aug 2026
Filing10-Q · Aug 6
Up next
Next earnings call
Nov 3, 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
Buy
SellHoldBuy
Technical
Strong Buy
Momentum
Very Strong
Sentiment
Bearish
Fundamentals
Fair
Quant / Vol
Moderate
Market backdrop
VIX 14.3 · calm
Equity put/call 0.52
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
+20%
above
Price vs 50-day avg
+13%
above
RSI (14)
67
neutral
MACD trend
Positive
52-week position
92%
near high
Volume (OBV)
Confirms
volume backs price
Momentum
relative strength
1-month return
+8%
trailing
6-month return
+32%
trailing
YTD return
+11%
this year
Relative strength
+18%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $47 › 200d $44 — 50d above 200d
Institutional flow
Distributing
-14% holders QoQ · +63 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
467 holders — mid 3-yr range
Squeeze score
57
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
2.8%
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
by year-end 2028
EPS accretion
at least 10%
2026
Payout ratio
60% – 70%
Cash generation
$1.8B
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 Strong Buy
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
+20%
Bullish
Price vs 50-day avg
+13%
Bullish
RSI (14)
67
Neutral
MACD trend
Positive
Bullish
52-week position
92%
Bullish
Volume (OBV)
Confirms
Neutral
Market signals — smart money & positioning
Bearish · 3 of 6
Trend (MA cross)
No cross
50d $47 › 200d $44 — 50d above 200d
Institutional flow
Distributing
-14% holders QoQ · +63 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
467 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $35
Now $53 · 92%
Range high $55
vs 200-day avg +20%
vs 50-day avg +13%
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 Private Markets assets under management | $91B | Q2 2026 | — |
| Asset Management segment net flows | $0.8B | Q2 2026 | — |
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| Asset Management segment operating earnings | $158M | Q2 2026 | — |
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| Asset Management segment Total AUM | $905.5B | Q2 2026 | — |
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| Book value per common share excluding AOCI | $16.89 | As of June 30, 2026 | — |
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 per common share excluding AOCI but with AB at fair market value | $30.92 | As of June 30, 2026 | — |
| Book value per common share including AOCI | -$6.79 | As of June 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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| Corporate and Other operating loss | $135M | Q2 2026 | — |
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| Corporate and Other operating loss (adjusted for notable items) | $106M | Q2 2026 | — |
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| Non-GAAP operating earnings non-GAAP | $488M | Q2 2026 | — |
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GAAP → non-GAAP reconciliationGAAP Net income (loss) attributable to Holdings -453M
+1.52B Variable annuity product features
+65M Investment (gains) losses
+14M Net actuarial (gains) losses related to pension and other postretirement benefit obligations
-430M Other adjustments
-246M Income tax expense (benefit) related to above adjustments
+16M Non-recurring tax items
= Non-GAAP Operating Earnings 488M
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| Non-GAAP operating earnings (adjusted for notable items) non-GAAP | $501M | Q2 2026 | — |
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| Non-GAAP operating earnings per common share excluding notable items non-GAAP | $1.75 | Q2 2026 | — |
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| Retirement first year premiums | $6.2B | Q2 2026 | — |
| Retirement segment net flows | $1.7B | Q2 2026 | — |
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| Retirement segment operating earnings | $402M | Q2 2026 | — |
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| Retirement segment Total Assets | $188.8B | Q2 2026 | — |
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| Total Assets Under Management/Administration (“AUM/A”) | $1.2T | the second quarter | — |
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| Wealth Management segment operating earnings | $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 | — |
| Non-GAAP operating earnings per common share non-GAAP | $1.62 | First Quarter 2026 | — |
| Private Markets assets under management (AB) | 85B | First Quarter 2026 | — |
| Total assets under administration (Wealth Management) | 131B | 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 | — |
| 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 inflows | $8.4B | 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.
|
$14.50B | +11.4% | -6.1% | — | 2.4% |
|
BLK
BlackRock, Inc.
|
$381.41B | +9.7% | +16.2% | 28.1 | 0.7% |
|
BX
Blackstone Inc.
|
$108.04B | -6.6% | +9.2% | 32.3 | 3.5% |
|
KKR
KKR & Co. Inc.
|
$103.50B | -10.6% | -11.0% | — | 1.6% |
|
BN
BROOKFIELD Corp /ON/
|
$97.94B | -4.4% | — | — | 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 | +3.1% | +8.4% | +32.0% | +11.4% | +11.4% |
| SPY | +0.4% | +4.5% | +13.8% | +3.9% | +13.9% |
| vs SPY | +2.7% | +3.9% | +18.3% | +7.5% | -2.4% |
Capital returns
Latest dividend
$0.30
/ share · ex Aug 3, 2026
Paid (TTM)
$1.14
/ share · 4 payouts
Dividend yield (TTM, derived)
2.15%
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)
448 filings
439 filers
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