logo
logo
EQH stock ticker logo

Equitable Holdings, Inc.

NYSE•EQH
CEO: Mr. Mark Pearson
Sector: Financial Services
Industry: Insurance - Diversified
Listing Date: 2018-05-10
Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through six segments: Individual Retirement, Group Retirement, Investment Management and Research, Protection Solutions, Wealth Management, and Legacy. The Individual Retirement segment offers a suite of variable annuity products primarily to affluent and high net worth individuals. The Group Retirement segment provides tax-deferred investment and retirement services or products to plans sponsored by educational entities, municipalities, and not-for-profit entities, as well as small and medium-sized businesses. The Investment Management and Research segment offers diversified investment management, research, and related services to various clients through institutional. The Protection Solutions segment provides life insurance products, such as VUL insurance and IUL insurance, term life, and employee benefits business, such as dental, vision, life, as well as short- and long-term disability insurance products to small and medium-sized businesses. The Wealth Management segment offers discretionary and non-discretionary investment advisory accounts, financial planning and advice, life insurance, and annuity products. The Legacy segment consists of the capital intensive fixed-rate GMxB business that includes ROP death benefits. The company was formerly known as AXA Equitable Holdings, Inc. and changed its name to Equitable Holdings, Inc. in January 2020. Equitable Holdings, Inc. was founded in 1859 and is based in New York, New York.
Contact Information
1345 Avenue Of The Americas, New York, NY, 10105, United States
212-554-1234
www.equitableholdings.com
Market Cap
$11.25B
P/E (TTM)
-8.1
15.6
Dividend Yield
2.8%
52W High
$56.61
52W Low
$37.51
52W Range
9%
Rank41Top 44.9%
4.0
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 4 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025

Financial Dashboard

Q4 2025 Data

Revenue

$3.28B+0.00%
4-Quarter Trend

EPS

$0.71+0.00%
4-Quarter Trend

FCF

-$64.00M+0.00%
4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

Asset Management AUM Growth Asset Management AUM totals $866.9 B; market appreciation drove $86.0 B increase in total AUM.
Retirement AV Reaches Scale Retirement segment AV grew to $174.885 B; RILA product drove $81.559 B of that total AV.
Wealth Management AUA Expansion Wealth Management AUA reached $122.014 B; strong market appreciation drove $8.4 B net new assets.
Employee Benefits Premium Growth Employee Benefits gross premiums increased to $476 M in 2025; group life sales were $155 M.

Risk Factors

Net Income Attributable Loss Net loss available to common shareholders totaled $(1.441) B in 2025, contrasting $1.200 B income prior year.
Equity Market Volatility Exposure Equity market volatility poses risk; 10% price drop impacts Market Risk Benefits balance by $(1.1) B.
Insurance Regulation Constraints Insurance subsidiaries face extensive state regulation, potentially limiting dividend capacity to Holdings; NYDFS Reg 213 noted.
Derivative Positions Cause Volatility Total derivative liabilities reached $(20.749) B at year-end 2025; hedging programs cause net income volatility.

Outlook

RGA Reinsurance Transaction Impact RGA Reinsurance Transaction closed July 2025, involving $11.6 B in asset transfers and associated loss recorded.
Productivity Savings Initiative Productivity program aims for $150 M run-rate expense savings by 2027; $120 M achieved by 2025.
AB Tender Offer Completion AB Tender Offer concluded April 2025, resulting in Holdings acquiring 17.9% of outstanding AB Holding Units.
Cybersecurity Program Focus Formal cybersecurity program leverages NIST framework; continuous vigilance maintained against evolving threats.

Peer Comparison

Revenue (TTM)

MET stock ticker logoMET
$76.13B
+8.6%
RGA stock ticker logoRGA
$23.41B
+6.2%
EG stock ticker logoEG
$17.32B
+1.4%

Gross Margin (Latest Quarter)

FNF stock ticker logoFNF
98.2%
+1.9pp
EQH stock ticker logoEQH
88.1%
-47.6pp
EWBC stock ticker logoEWBC
64.6%
+12.3pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
MET$46.52B13.912.0%2.7%
PFG$19.71B16.810.3%1.2%
EWBC$14.82B11.215.8%3.9%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
-10.5%
Growth Under Pressure
4Q Net Income CAGR
50.6%
Profitability Improved
Cash Flow Stability
75%
Volatile Cash Flow

Deep Research

Next earnings:Apr 27, 2026
|
EPS:-
|
Revenue:-
Financials
Earnings Calls
Reports
News
Income Statement
Balance Sheet
Cash Flow Statement
Ratios
% Chg.
Income Statement
LTM
No Data