Equitable Holdings Statistics
Total Valuation
EQH has a market cap or net worth of $11.39 billion. The enterprise value is $3.92 billion.
Important Dates
The last earnings date was Wednesday, February 4, 2026, after market close.
| Earnings Date | Feb 4, 2026 |
| Ex-Dividend Date | Mar 4, 2026 |
Share Statistics
EQH has 283.30 million shares outstanding. The number of shares has decreased by -8.22% in one year.
| Current Share Class | 283.30M |
| Shares Outstanding | 283.30M |
| Shares Change (YoY) | -8.22% |
| Shares Change (QoQ) | -2.40% |
| Owned by Insiders (%) | 0.56% |
| Owned by Institutions (%) | 99.68% |
| Float | 281.47M |
Valuation Ratios
| PE Ratio | n/a |
| Forward PE | 5.35 |
| PS Ratio | 0.98 |
| Forward PS | 0.69 |
| PB Ratio | 6.37 |
| P/TBV Ratio | n/a |
| P/FCF Ratio | n/a |
| P/OCF Ratio | n/a |
| PEG Ratio | 0.29 |
Financial Ratio HistoryEnterprise Valuation
| EV / Earnings | n/a |
| EV / Sales | 0.34 |
| EV / EBITDA | n/a |
| EV / EBIT | n/a |
| EV / FCF | n/a |
Financial Position
The company has a current ratio of 28.47, with a Debt / Equity ratio of 3.67.
| Current Ratio | 28.47 |
| Quick Ratio | 28.12 |
| Debt / Equity | 3.67 |
| Debt / EBITDA | n/a |
| Debt / FCF | n/a |
| Interest Coverage | -4.33 |
Financial Efficiency
Return on equity (ROE) is -38.72% and return on invested capital (ROIC) is -6.48%.
| Return on Equity (ROE) | -38.72% |
| Return on Assets (ROA) | -0.20% |
| Return on Invested Capital (ROIC) | -6.48% |
| Return on Capital Employed (ROCE) | -0.31% |
| Weighted Average Cost of Capital (WACC) | 7.50% |
| Revenue Per Employee | $1.46M |
| Profits Per Employee | -$180,125 |
| Employee Count | 8,000 |
| Asset Turnover | 0.04 |
| Inventory Turnover | n/a |
Taxes
| Income Tax | -156.00M |
| Effective Tax Rate | n/a |
Stock Price Statistics
The stock price has decreased by -25.63% in the last 52 weeks. The beta is 1.09, so EQH's price volatility has been similar to the market average.
| Beta (5Y) | 1.09 |
| 52-Week Price Change | -25.63% |
| 50-Day Moving Average | 46.10 |
| 200-Day Moving Average | 49.83 |
| Relative Strength Index (RSI) | 33.73 |
| Average Volume (20 Days) | 3,495,381 |
Short Selling Information
The latest short interest is 6.38 million, so 2.25% of the outstanding shares have been sold short.
| Short Interest | 6.38M |
| Short Previous Month | 7.68M |
| Short % of Shares Out | 2.25% |
| Short % of Float | 2.27% |
| Short Ratio (days to cover) | 1.95 |
Income Statement
In the last 12 months, EQH had revenue of $11.67 billion and -$1.44 billion in losses. Loss per share was -$4.83.
| Revenue | 11.67B |
| Gross Profit | 1.32B |
| Operating Income | -969.00M |
| Pretax Income | -1.19B |
| Net Income | -1.44B |
| EBITDA | -99.67M |
| EBIT | -969.00M |
| Loss Per Share | -$4.83 |
Full Income StatementBalance Sheet
The company has $14.03 billion in cash and $6.56 billion in debt, with a net cash position of $7.47 billion or $26.37 per share.
| Cash & Cash Equivalents | 14.03B |
| Total Debt | 6.56B |
| Net Cash | 7.47B |
| Net Cash Per Share | $26.37 |
| Equity (Book Value) | 1.79B |
| Book Value Per Share | -4.03 |
| Working Capital | 38.33B |
Full Balance SheetMargins
Gross margin is 11.29%, with operating and profit margins of -8.31% and -11.83%.
| Gross Margin | 11.29% |
| Operating Margin | -8.31% |
| Pretax Margin | -10.23% |
| Profit Margin | -11.83% |
| EBITDA Margin | -0.85% |
| EBIT Margin | -8.31% |
| FCF Margin | n/a |
Dividends & Yields
This stock pays an annual dividend of $1.08, which amounts to a dividend yield of 2.58%.
| Dividend Per Share | $1.08 |
| Dividend Yield | 2.58% |
| Dividend Growth (YoY) | 12.50% |
| Years of Dividend Growth | 8 |
| Payout Ratio | n/a |
| Buyback Yield | 8.22% |
| Shareholder Yield | 10.80% |
| Earnings Yield | -12.65% |
| FCF Yield | n/a |
Dividend DetailsAnalyst Forecast
The average price target for EQH is $61.50, which is 52.91% higher than the current price. The consensus rating is "Buy".
| Price Target | $61.50 |
| Price Target Difference | 52.91% |
| Analyst Consensus | Buy |
| Analyst Count | 10 |
| Revenue Growth Forecast (5Y) | 14.72% |
| EPS Growth Forecast (5Y) | n/a |
Stock ForecastsFair Value
There are several formulas that can be used to estimate the intrinsic value of a stock.
| Lynch Fair Value | n/a |
| Lynch Upside | n/a |
| Graham Number | n/a |
| Graham Upside | n/a |
Stock Splits
This stock does not have any record of stock splits.
| Last Split Date | n/a |
| Split Type | n/a |
| Split Ratio | n/a |
Scores
EQH has an Altman Z-Score of 0.24 and a Piotroski F-Score of 1. A Z-score under 3 suggests an increased risk of bankruptcy.
| Altman Z-Score | 0.24 |
| Piotroski F-Score | 1 |
