Equitable Holdings Statistics
Total Valuation
EQH has a market cap or net worth of $12.06 billion. The enterprise value is $7.44 billion.
Important Dates
The last earnings date was Monday, May 4, 2026, after market close.
| Earnings Date | May 4, 2026 |
| Ex-Dividend Date | Mar 4, 2026 |
Share Statistics
EQH has 281.40 million shares outstanding. The number of shares has decreased by -8.80% in one year.
| Current Share Class | 281.40M |
| Shares Outstanding | 281.40M |
| Shares Change (YoY) | -8.80% |
| Shares Change (QoQ) | -1.83% |
| Owned by Insiders (%) | 0.59% |
| Owned by Institutions (%) | 100.65% |
| Float | 279.50M |
Valuation Ratios
| PE Ratio | n/a |
| Forward PE | 5.83 |
| PS Ratio | 1.06 |
| Forward PS | 0.73 |
| PB Ratio | 5.36 |
| P/TBV Ratio | n/a |
| P/FCF Ratio | n/a |
| P/OCF Ratio | n/a |
| PEG Ratio | 0.40 |
Financial Ratio HistoryEnterprise Valuation
| EV / Earnings | n/a |
| EV / Sales | 0.66 |
| EV / EBITDA | 12.62 |
| EV / EBIT | n/a |
| EV / FCF | n/a |
Financial Position
The company has a current ratio of 55.74, with a Debt / Equity ratio of 3.08.
| Current Ratio | 55.74 |
| Quick Ratio | 55.21 |
| Debt / Equity | 3.08 |
| Debt / EBITDA | 9.74 |
| Debt / FCF | n/a |
| Interest Coverage | -1.03 |
Financial Efficiency
Return on equity (ROE) is -13.52% and return on invested capital (ROIC) is -1.51%.
| Return on Equity (ROE) | -13.52% |
| Return on Assets (ROA) | -0.05% |
| Return on Invested Capital (ROIC) | -1.51% |
| Return on Capital Employed (ROCE) | -0.08% |
| Weighted Average Cost of Capital (WACC) | 7.63% |
| Revenue Per Employee | $1.42M |
| Profits Per Employee | -$110,375 |
| Employee Count | 8,000 |
| Asset Turnover | 0.04 |
| Inventory Turnover | n/a |
Taxes
| Income Tax | -24.00M |
| Effective Tax Rate | n/a |
Stock Price Statistics
The stock price has decreased by -14.56% in the last 52 weeks. The beta is 1.13, so EQH's price volatility has been higher than the market average.
| Beta (5Y) | 1.13 |
| 52-Week Price Change | -14.56% |
| 50-Day Moving Average | 39.59 |
| 200-Day Moving Average | 46.46 |
| Relative Strength Index (RSI) | 59.03 |
| Average Volume (20 Days) | 4,159,601 |
Short Selling Information
The latest short interest is 38,061, so 0.01% of the outstanding shares have been sold short.
| Short Interest | 38,061 |
| Short Previous Month | 86,791 |
| Short % of Shares Out | 0.01% |
| Short % of Float | 0.01% |
| Short Ratio (days to cover) | 0.01 |
Income Statement
In the last 12 months, EQH had revenue of $11.32 billion and -$883.00 million in losses. Loss per share was -$3.03.
| Revenue | 11.32B |
| Gross Profit | 1.49B |
| Operating Income | -244.00M |
| Pretax Income | -480.00M |
| Net Income | -883.00M |
| EBITDA | 589.25M |
| EBIT | -244.00M |
| Loss Per Share | -$3.03 |
Full Income StatementBalance Sheet
The company has $11.55 billion in cash and $6.93 billion in debt, with a net cash position of $4.62 billion or $16.43 per share.
| Cash & Cash Equivalents | 11.55B |
| Total Debt | 6.93B |
| Net Cash | 4.62B |
| Net Cash Per Share | $16.43 |
| Equity (Book Value) | 2.25B |
| Book Value Per Share | -2.83 |
| Working Capital | 36.40B |
Full Balance SheetCash Flow
| Operating Cash Flow | n/a |
| Capital Expenditures | n/a |
| Depreciation & Amortization | 833.25M |
| Net Borrowing | n/a |
| Free Cash Flow | n/a |
| FCF Per Share | n/a |
Full Cash Flow StatementMargins
Gross margin is 13.19%, with operating and profit margins of -2.15% and -7.26%.
| Gross Margin | 13.19% |
| Operating Margin | -2.15% |
| Pretax Margin | -4.24% |
| Profit Margin | -7.26% |
| EBITDA Margin | 5.20% |
| EBIT Margin | -2.15% |
| FCF Margin | n/a |
Dividends & Yields
This stock pays an annual dividend of $1.08, which amounts to a dividend yield of 2.52%.
| Dividend Per Share | $1.08 |
| Dividend Yield | 2.52% |
| Dividend Growth (YoY) | 12.50% |
| Years of Dividend Growth | 8 |
| Payout Ratio | n/a |
| Buyback Yield | 8.80% |
| Shareholder Yield | 11.32% |
| Earnings Yield | -7.32% |
| FCF Yield | n/a |
Dividend DetailsAnalyst Forecast
The average price target for EQH is $58.09, which is 35.57% higher than the current price. The consensus rating is "Buy".
| Price Target | $58.09 |
| Price Target Difference | 35.57% |
| Analyst Consensus | Buy |
| Analyst Count | 11 |
| Revenue Growth Forecast (5Y) | 14.38% |
| 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 |
