Equitable Holdings, Inc. (EQH) — Analysis Summary
Equitable Holdings, Inc. (EQH) has a market cap of $14.60B with year-over-year revenue growth of -6.2%. Net margin stands at -11.8%. The stock trades at a P/E ratio of -15.8.
Key Takeaways
- Revenue changed -6.2% year-over-year
- Net margin of -11.8%
- P/E ratio of -15.8
Compared to other companies in the INSURANCE AGENTS, BROKERS & SERVICE sector, EQH posted revenue growth of -6.2% and trades at a P/E of -15.8.
Equitable Holdings, Inc. (EQH)
PREVIOUS CLOSE 2026-10-12 · MARKET DATA POLYGON · FINANCIALS SEC EDGAR
Red Flags & WarningsHigh Risk Signals
Multiple material red flags are active and deserve closer underwriting before relying on any valuation output.
Interest coverage at 0.0x — earnings do not cover interest payments
D/E at 3.1x — high financial leverage
Equitable Holdings Inc is a financial services company providing retirement, asset management, and wealth management solutions for individual and institutional clients, operating through three segments. The Retirement segment generates the majority of revenue and offers annuities, retirement savings plans, institutional savings products, and includes the spread lending business. The Asset Management segment provides diversified investment management and related services globally through Institutional, Retail, and Private Wealth channels and reflects the business of AB. The Wealth Management segment offers advisory accounts, financial planning and advice, life insurance, and annuity products. Revenues are earned predominantly from fee income, income from investments, and insurance premiums.
Sector
INSURANCE AGENTS, BROKERS & SERVICE
Employees
8,000
Headquarters
NEW YORK, NY
Exchange
XNYS
Systematic competitive advantage assessment based on 4yr data
This assessment is based on quantitative analysis of historical financial data and does not constitute investment advice. Moat ratings may change with industry and competitive dynamics.
First version surfaces recent SEC Forms 3, 4, and 5 activity. It does not yet parse individual buy/sell transactions.
Capital Structure
Cash Flow
Annual Dividend/Share
$1.20
Dividend Yield
2.24%
Dividend History
Disclaimer: This is not financial advice. Data sourced from SEC EDGAR and Polygon.io. Past performance does not guarantee future results. Always conduct your own research before making investment decisions.