EQH · Equitable Holdings, Inc.

Track EQH — free

$54.00 +1.36 (+2.58%) At close · Oct 5

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$14.74B

273.04M

Volume · Oct 5 3.56M Avg daily vol (3M) 2.84M

Up next

Next earnings call

Nov 4, 2026 Est · unconfirmed · in 4 wks

Latest filing: 10-Q

filed Aug 6, 2026

Q2 2026 earnings call transcript

call held Aug 5, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

View all 115 metrics

Revenue (TTM)

—

Trailing 12 months

Net income (TTM)

—

Trailing 12 months

Revenue growth YoY

—

Year over year

Operating margin

—

Trailing 12 months

P / E (TTM)

—

Trailing earnings

FCF yield

—

TTM · current market cap

Return on invested capital

—

Trailing 12 months

Net cash

—

Latest balance sheet

Dividend yield

—

Trailing 12 months

Shares change YoY

—

Year over year · more shares

Price change (1Y)

+4.5%

Trailing year

Short interest

2.4%

Latest settlement · 2.3 days to cover

View all 115 metrics

AI Brief

Q2 FY26 earnings call · Aug 5, 2026

Q2 FY26

TL;DR. Equitable reported Q2 non-GAAP operating EPS of $1.75 (ex-notables), up 24% YoY and tracking to >15% full-year growth guidance, with positive net flows across all three segments and record $1.2 trillion AUM/A. The Corebridge merger was approved by shareholders on July 30 and remains on track to close by year-end 2026, with the company reiterating 10%+ EPS accretion by year-end 2028.

Bullish

+ Positive net flows across all three segments: $1.7B Retirement, $2.0B Wealth Management advisory, $0.8B Asset Management
+ Record AUM/A of $1.2 trillion, up 10% year-over-year
+ Retirement NIM grew 11% YoY and core spreads expanded 1bp sequentially despite runoff of profitable pre-2020 RILA block
+ AB Private Markets AUM reached $91B, hitting the $90–$100B target over a year ahead of schedule

Bearish

− Reported GAAP net loss of $453 million driven by hedge portfolio impacts from strong equity markets
− Below-plan alternative investment returns of $49 million after-tax
− Cumulative EPS growth since Investor Day tracking to low end of 12–15% target range
− Corporate & Other adjusted operating loss of $106M running slightly above full-year guidance pace
− Sale of employee benefits business to Hartford exits unprofitable $500M premium line

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Equibles Rating

blended score · not investment advice

Overall

Buy

SellHoldBuy

Technical Buy Momentum Very Strong Sentiment Neutral Fundamentals Fair Quant / Vol Moderate

Market backdrop VIX 15.5 · calm Equity put/call 0.59

Technical

price trend

Buy

50 / 200-day cross No cross

Price vs 200-day avg +16%

above

Price vs 50-day avg +3%

above

RSI (14) 53

neutral

MACD trend Negative

52-week position 93%

near high

Momentum

relative strength

Very Strong

1-month return −2%

trailing

6-month return +38%

trailing

YTD return +10%

this year

Relative strength +26%

vs S&P · 6-mo

Sentiment

smart money

Neutral

Trend (MA cross) No cross

50d $51 › 200d $45 — 50d above 200d

Institutional flow Accumulating

3 of 484 funds reported for Sep 30 · net +175 sh shares

Insider flow Distributing

Net -$1.7M over 90 days · 100% sells

Short interest Rising

2.39% of float · ▲ +32.6% MoM · 2.3 days cover

Volume signal Normal

Volume near normal

Institution breadth Steady

484 holders — mid 3-yr range

Squeeze score 62

elevated · 0–100

Fundamentals

Fair

Revenue growth −6%

Y/Y

EPS growth −231%

Y/Y

Buyback $1.5B

remaining

Balance sheet $2.1B

net cash

Quant / Vol

risk profile

Moderate

Volatility 33%

annualized · 1-yr

Max drawdown −31%

past year

ATR 2.7%

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

what management promised — and delivered

Latest guidance · from the Earnings Call filed Jun 30, 2026

full year 2026

Earnings per share growth Non-GAAP Initiated at least 15%

Non-GAAP operating earnings per share growth Non-GAAP Initiated at least 15%

Full-year 2026 performance fees Initiated $115M – $135M

2026

Cash flow to the holding company $1.8B

Institutional flows $500M

2027

Cash flow to the holding company $2B

third quarter

Consolidated tax rate 20%

by the end of 2028

Earnings per share accretion at least 10%

Cash flow per share accretion at least 10%

post-merger

Return on equity at least 15%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Buy

1 · 2 · 3

50 / 200-day cross

No cross Neutral

Price vs 200-day avg

+16% Bullish

Price vs 50-day avg

+3% Bullish

RSI (14)

53 Neutral

MACD trend

Negative Bearish

52-week position

93% Bullish

Market signals — smart money & positioning

Bearish · 2 of 6

Trend (MA cross) No cross

50d $51 › 200d $45 — 50d above 200d

Institutional flow Accumulating

3 of 484 funds reported for Sep 30 · net +175 sh shares

Insider flow Distributing

Net -$1.7M over 90 days · 100% sells

Short interest Rising

2.39% of float · ▲ +32.6% MoM · 2.3 days cover

Volume signal Normal

Volume near normal

Institution breadth Steady

484 holders — mid 3-yr range

Price context

position in its 52-week range

Range low $35 Now $53 · 93% Range high $54

vs 200-day avg +16% vs 50-day avg +3%

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
Advisory net new assets (Wealth Management segment)	$1.99B	the three months ended June 30, 2026 filing	—
Asset Management segment operating earnings (loss)	$158M	the three months ended June 30, 2026 filing	—
Average AUM - Institutions (Asset Management segment)	$363.1B	the three months ended June 30, 2026 filing	—
Average AUM - Private Wealth (Asset Management segment)	$163B	the three months ended June 30, 2026 filing	—
Average AUM - Retail (Asset Management segment)	$355.1B	the three months ended June 30, 2026 filing	—
Non-GAAP operating common EPS non-GAAP	$1.7	the three months ended June 30, 2026 filing	—
GAAP → non-GAAP reconciliation GAAP Net income (loss) available to Holdings' common shareholders -$1.68 +$5.47 Variable annuity product features +$0.23 Investment (gains) losses +$0.05 Net actuarial (gains) losses related to pension and other postretirement benefit obligations -$1.55 Other adjustments -$0.88 Income tax expense (benefit) related to above adjustments +$0.06 Non-recurring tax items = Non-GAAP operating common EPS $1.7
Non-GAAP Operating Earnings non-GAAP	$488M	the three months ended June 30, 2026 filing	—
GAAP → non-GAAP reconciliation GAAP 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
Non-GAAP Operating Earnings per common share, Basic non-GAAP	$1.7	the three months ended June 30, 2026 filing	—
Retirement segment operating earnings (loss)	$402M	the three months ended June 30, 2026 filing	—
Wealth Management segment operating earnings (loss)	$63M	the three months ended June 30, 2026 filing	—

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

Open screener →

Company	Mkt cap	YTD	Rev growth Y/Y	P/E	Short % shares
EQH Equitable Holdings, Inc. this stock	$14.74B	+10.5%	-6.1%	—	2.4%
BLK BlackRock, Inc.	$347.03B	-1.0%	+16.2%	25.6	0.6%
KKR KKR & Co. Inc.	$86.77B	-29.2%	-11.0%	—	1.5%
BX Blackstone Inc.	$85.57B	-27.5%	+9.2%	25.6	2.6%
BN BROOKFIELD Corp /ON/	$81.46B	-19.5%	—	—	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 section

Ownership

Institutional Holders Accumulating

Holders

484

% held: 97.3%
Reported: 3 of 484
Top holder: BlackRock, Inc.

Held Float

View

Held by Funds

Fund positions

452

View

Short & Settlement

Short Interest Rising

Shares short

6.5M

Days to cover: 2.3d
Change: +1.6M sh

View

Short Volume

Short vol %

20%

As of: Oct 5, 2026

Short Total

View

Fails to Deliver

FTD shares

Value: $52
As of: Sep 9, 2026

View

Off-Exchange

Off-exchange %

39.6%

Week of: Aug 31, 2026

Off-exch Lit

View

Smart Money

Insider Trades Net selling

Net (90d)

-$1.7M

Buyers / Sellers: 0 / 6

Buyers Sellers

View

Congressional Trades Sell

Member

Lisa McClain

Amount: $1.0K–$15.0K
Traded: Jul 16, 2025

View

Financials

Revenue (FY)

$11.7B

Net income (FY): $-1.4B
EPS diluted: $-4.83

View

Buybacks

Remaining

$1.5B

View

Filings

SEC Filings

Latest

8-K

Filed: Sep 25, 2026
This year: 15

View

Proposed Sales

Value

$151.1K

Shares: 2.8K
Filed: Sep 21, 2026

View

Earnings & Events

Webcasts

Last webcast

Aug 5, 2026

View

Investor Relations

Performance

	5D	20D	120D	MTD	YTD
EQH	-2.2%	-1.7%	+37.7%	+2.7%	+10.5%
SPY	-0.2%	-0.5%	+12.2%	+0.9%	+12.9%
vs SPY	-2.0%	-1.2%	+25.6%	+1.8%	-2.4%

Capital returns

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) 16 filings 12 filers Visit website Investor relations

EQH · Equitable Holdings, Inc.

Price & Indicators

Up next

Metrics snapshot

AI Brief

Equibles Rating

Guidance & track record

Technicals

Key metrics

Versus peers

At a glance

Performance

Capital returns