Equitable Holdings, Inc. (EQH) Stock: Price, Forecast & Analyst Target
Equitable Holdings, Inc. (EQH) — MoonshotScore 55/100 (Fair band), calculated Oct 5, 2026. Price $52.64 (+1.33%), as of the Oct 2, 2026 trading session; market cap $14.4B. Expected results Nov 2, 2026.
Educational signal · not a buy or sell recommendation · How to read this
Market value / cash and short-term investments: 0.25× (market value Oct 2, 2026; cash Jun 30, 2026) · expected results Nov 2, 2026
Equitable Holdings, Inc. · EQH · NYSE · Financial Services · Asset Management
Research dated 2026-09-13: Equitable Holdings combines variable annuities, workplace retirement plans, life and group insurance, and investment management and research for affluent individuals, employers, institutions, and wealth clients. Its key question is whether improving headline earnings and healthy cash generation can persist while income-statement results remain volatile.
Price as of Oct 2, 2026
Key Statistics
MoonshotScore v2 · Equitable Holdings (EQH)
FairWhy this rating? Method, drivers & history
Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.
- Business Quality — Is this a genuinely good business?
- Financial Safety — Could this blow up on me?
- Valuation — Am I paying a fair price?
- Growth Durability — Is the growth real and likely to last?
- Momentum — Is the market already moving on this?
Strong price action running well ahead of the business — stalling growth underneath; a move to treat with suspicion, not chase. Business Quality: Average; Financial Safety: Strained; Valuation: Full; Growth Durability: Shrinking; Momentum: Surging.
- quarterly revenue $1.66B (Q2 FY2026, quarter ended Jun 2026)
- EPS beat 2 of 8
- Altman Z 0.22 · Piotroski F 5
Holding back: balance-sheet strain, soft growth
Helping: positive momentum
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 56 | Fair | |
| 55 | Fair | |
| 56 | Fair | |
| 56 | Fair | |
| 55 | Fair | |
| 55 | Fair |
The score moved from 54 in the stored Oct 4, 2026 snapshot to 55 in the current publication computed Oct 5, 2026 (+1); the largest pillar moves were Growth Durability +5. This current publication is not yet represented in the immutable snapshot archive.
Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.
Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $52.64 | |
| Change on the day | +1.33% | |
| 52-week range | $35.20 – $55.06 | |
| Market capitalisation | $14.4B | |
| Shares traded on the day | 3.14M | |
| Beta (volatility vs the S&P 500) | 1.1 | |
| Dividends per share (last 12 months) | $1.14 | |
| Dividend yield (last 12 months) | 2.17% |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · below the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings call · management outlook
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
Management outlook
Looking to the second half of the year, we expect returns to be higher than the first half, but we will be in a position to better provide guidance later in the quarter.
Robin Raju · Statement from
We forecast returning to a more normal tax rate of approximately 20% in the third quarter.
Robin Raju · Statement from
Statement dates identify the earnings call, not a deadline. Management expectations and provider estimates can change.
Read management statementsOther perspectives
Council score for Equitable Holdings (EQH): perspectives
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
5-Factor Breakdown
Legends Council
4 lenses, 0 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Sep 26, 2026 · older than the 27 hours refresh window; not a current reading
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 9, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
On Sep 9, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.
Readings on this page are from Oct 5, 2026, except a card that shows its own read date.
Watch the EQH film — every key number, told as a short cinematic story
~2 min · open the film
What is Equitable Holdings (EQH), and what does it report?
Short answer · as of
Equitable is not a conventional asset manager. Retirement and protection products sit beside investment management and research, so consolidated revenue reflects a broader mix than fees tied to managed assets.
Research dated 2026-09-13.
Equitable is not a conventional asset manager. Retirement and protection products sit beside investment management and research, so consolidated revenue reflects a broader mix than fees tied to managed assets.
That reporting shape demands care: the latest income statement showed negative diluted earnings and operating and net losses, while the reported-versus-estimated series showed positive earnings above consensus. Annual results have also swung between profit and loss despite a less dramatic change in revenue.
What do the latest results show for Equitable Holdings (EQH)?
Short answer · as of
The most recent reported quarter, Q2 FY2026, carried revenue of $1.66B.
Research dated 2026-09-13.
The latest period was sharply divided. Revenue contracted from the prior period and missed consensus by a wide margin, while operating and net results reversed from profits to losses. Headline earnings nevertheless remained positive and edged above the estimate, and operating cash flow strengthened sequentially.
Management expects returns to improve later in the year and the tax rate to normalize in the coming reporting period. Those expectations provide forward markers, but they do not explain the latest revenue shortfall or the divergence between headline and income-statement earnings.
Where is operating spending going?
Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.
- Latest quarter · revenue
- $1.66B Jun 30, 2026
- Latest quarter · SG&A
- $0.00 Jun 30, 2026
- Latest quarter · FMP standardized operating result
- −$493.00M Jun 30, 2026
| Period end | Revenue | R&D | SG&A | FMP standardized operating result |
|---|---|---|---|---|
| Jun 30, 2026 | $1.66B | Not available | $0.00 | −$493.00M |
| Mar 31, 2026 | $4.23B | Not available | $0.00 | $887.00M |
| Dec 31, 2025 | $3.28B | Not available | $0.00 | $344.00M |
| Sep 30, 2025 | $1.45B | Not available | $601.00M | −$1.35B |
USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $1.66B Aug 4, 2026
- Latest report · revenue estimate
- $3.84B Aug 4, 2026
- Latest report · revenue vs estimate
- Below estimate Aug 4, 2026
- Latest report · EPS vs estimate
- Above estimate Aug 4, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Aug 4, 2026 | $1.66B | $3.84B | $1.7000 | $1.6500 |
| May 4, 2026 | $4.23B | $3.94B | $1.6200 | $1.6000 |
| Feb 4, 2026 | $3.28B | $3.95B | $1.7600 | $1.7500 |
| Nov 4, 2025 | $1.45B | $3.50B | $1.4800 | $1.6100 |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2026 | $1.66B | -$453M | -$1.67 (diluted) |
| Q1 FY2026 | $4.23B | $621M | $2.14 (diluted) |
| Q4 FY2025 | $3.28B | $215M | $0.70 (diluted) |
| Q3 FY2025 | $1.45B | -$1.31B | -$4.47 (diluted) |
What are the financial strengths and risks for Equitable Holdings (EQH)?
Short answer
Cash and short-term investments were $58.60B at the Jun 30, 2026 balance-sheet date. Operating cash flow was $643.00M for the quarter ended Jun 30, 2026, meaning operations generated cash. These figures do not establish a cash runway.
Research dated 2026-09-13.
Cash generation is the clearest financial support. Operating cash flow remained positive and improved in the latest periods, cash and short-term investments increased, and the combined cash and investment pool exceeds stated debt by a wide margin. Recent dividend payments also rose from the earlier rate and then held steady.
Total liabilities remain far larger than debt, so the investment pool should not be treated as freely distributable surplus. Negative trailing margins, a recent annual loss, and renewed operating and net losses make sustained profitability the principal weakness; fading cash generation alongside continued losses would remove the strongest counterweight to the liability scale.
Data-derived red flags
- Financial-distress signal — its Altman Z-Score of 0.22 sits in the distress zone (elevated bankruptcy risk).
- Inconsistent delivery — missed Wall Street EPS estimates in 4 of the last 8 reported quarters.
How much cash does the business generate or use?
Quarterly operating cash flow shows cash generated or used by operations.
- Latest quarter · operating cash flow
- $643.00M Jun 30, 2026
- Previous quarter · operating cash flow
- $499.00M Mar 31, 2026
| Period end | Operating cash flow | Capital expenditure (reported) |
|---|---|---|
| Jun 30, 2026 | $643.00M | −$10.00M |
| Mar 31, 2026 | $499.00M | −$9.00M |
| Dec 31, 2025 | −$80.00M | $16.00M |
| Sep 30, 2025 | $369.00M | −$33.00M |
Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.
USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.
What should you watch next at Equitable Holdings (EQH)?
Short answer · as of
The next earnings report is expected on Nov 2, 2026.
Research dated 2026-09-13.
Watch whether revenue rebounds toward expectations, headline earnings move closer to income-statement profitability, and operating cash flow stays positive. Management's stated markers are higher returns later in the year and normalization of the tax rate; improvement in operating and net results would connect those markers to the economics reaching shareholders.
Consensus models rising revenue and earnings over the forecast span, although coverage narrows at the farthest horizon. The scheduled earnings release is therefore a checkpoint for direction rather than proof of the longer projection.
What management is planning
Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.
Looking to the second half of the year, we expect returns to be higher than the first half, but we will be in a position to better provide guidance later in the quarter.
Robin Raju ·
We forecast returning to a more normal tax rate of approximately 20% in the third quarter.
Robin Raju ·
How does Equitable Holdings compare with its peers?
Short answer
Equitable Holdings's score ranks 5th of 6 in the bounded comparison shown, against 5 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.
Research dated 2026-09-13.
Compared with a focused asset manager, Equitable carries retirement and protection activities built around annuities, life insurance, and group benefits. Compared with a focused insurer, it also serves institutional, retail, private-wealth, and research clients through investment management. This hybrid makes consolidated revenue and earnings a less direct reading of asset-management fees than the industry label suggests.
Demand comes from affluent individuals choosing retirement and protection products, employers adopting retirement or group-benefit plans, and clients purchasing investment services and research. Educational institutions, municipalities, nonprofit organizations, and smaller businesses broaden the customer mix beyond conventional wealth-management accounts.
| Company | Price | Market value | Score |
|---|---|---|---|
| $368.27 Oct 2, 2026 | $14.6B | 92 5-pillar Oct 5, 2026 | |
| $126.21 Oct 2, 2026 | $17.3B | 89 5-pillar Oct 5, 2026 | |
| $94.43 Oct 2, 2026 | $60.8B | 84 5-pillar Oct 5, 2026 | |
| $111.96 Oct 2, 2026 | $24.0B | 57 5-pillar Oct 5, 2026 | |
| Equitable Holdings (EQH) — this page | $52.64 | $14.4B | 55 |
| $36.92 Oct 2, 2026 | $12.3B | 38 5-pillar Oct 5, 2026 | |
| $34.03 Date unavailable | $15.2B | — Model unavailable | |
| $18.86 Date unavailable | $13.5B | — Model unavailable | |
| $44.67 Date unavailable | $17.1B | — Model unavailable | |
| $23.51 Date unavailable | $18.8B | — Model unavailable | |
| $371.43 Date unavailable | $9.81B | — Model unavailable | |
| $104.62 Date unavailable | $22.4B | — Model unavailable | |
| $113.23 Date unavailable | $7.08B | — Model unavailable |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Analyst targets & estimates
What analysts have on file
- Price target, low to high
- $52.00 – $68.00
- Consensus target
- $62.43
- Median target
- $64.00
Consensus record · Captured .
Measured against a quoted price of $52.64 (as of Oct 2, 2026).
Insider activity
Form 4 records via FMP · Of the newest 100 records, those within the last 180 days, newest dated Sep 21, 2026
- Transactions
- 88
- Identified insiders
- 16
- Purchases
- 0
- Sales
- 38
- Other transactions
- 50
Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
Who holds the shares?
Institutional ownership reported through 13F filings.
- Institutional ownership
- 95.1% Period end Jun 30, 2026
- Previous quarter · ownership
- 93.3% Prior to period end Jun 30, 2026
- Reporting holders
- 490 Period end Jun 30, 2026
- Previous quarter · holders
- 553 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Blackrock, INC. | 25,895,739 |
| Norges Bank | 18,326,687 |
| Price T Rowe Associates INC /Md/ | 18,186,798 |
| Vanguard Portfolio Management LLC | 13,443,991 |
| Vanguard Capital Management LLC | 12,703,293 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
What has been published about Equitable Holdings (EQH)?
EQH Financial Services Stock FAQ
Research dated 2026-09-13; the answers below are from that research, and the full attribution is under Sources. The last 3 questions are answered from this page's own dated data, not from the research.
Why did Equitable show positive headline earnings alongside an income-statement loss?
The reported-versus-estimated series recorded positive earnings above consensus, while the quarterly income statement recorded negative diluted earnings and operating and net losses. That divergence makes reconciliation between headline and statement earnings more informative than either measure alone.
Who buys Equitable's Group Retirement plans?
Equitable supplies tax-advantaged investment and retirement plans to educational institutions, municipalities, nonprofit organizations, and smaller businesses. That customer base distinguishes Group Retirement from the affluent individual market served by its annuity and protection offerings.
Does Equitable's cash and investment pool eliminate balance-sheet risk?
Cash and investments comfortably exceed stated debt, but total liabilities are much larger and belong in the same balance-sheet assessment. The recent loss and negative trailing margins make continued cash generation more consequential than the gross investment balance alone.
What would validate Equitable's outlook for returns and taxes?
Higher returns later in the year and normalization of the tax rate would match management's stated markers. A corresponding recovery in operating and net results, with operating cash flow remaining positive, would tie that outlook to reported performance.
What is the EQH stock price today?
The last price recorded on this page for Equitable Holdings, Inc. (EQH) is $52.64, as of the Oct 2, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
What is the EQH price target?
The analyst consensus price target for Equitable Holdings, Inc. (EQH) is $62.43 (range $52.00 to $68.00, median $64.00), per FMP data captured Oct 5, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.
Does EQH pay a dividend?
Yes. Equitable Holdings, Inc. (EQH) shows a trailing 12-month dividend yield of 2.17%, as of Oct 2, 2026, in the data on this page. Payout ratio and cash-flow coverage decide whether it can last, and past dividends do not guarantee future payments.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Codex (gpt-5.6-sol) on 2026-09-13. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (79 figures)
The 79 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 2 facts from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
prod.outlook | Management outlook — call excerpts | Robin Raju (Aug 5, 2026): Looking to the second half of the year, we expect returns to be higher than the first half, but we will be in a position to better provide guidance later in the quarter. Robin Raju (Aug 5, 2026): We forecast returning to a more normal tax rate of approximately 20% in the third quarter. | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | |
id.hq | SEC filing business address | NEW York, NY | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "1290 Avenue Of The Americas, New York City, NY, 10105, US". |
FMP — 67 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.next | Next earnings date | Nov 2, 2026 | FMP | Financial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it. | |
px.last | Latest provided price | $52.64 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-05T12:44:48.068Z. | |
px.change | Change on the day | +1.33% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $14.4B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-02. FMP quote timestamp: 2026-10-02T20:00:03.000Z. Captured from FMP at 2026-10-05T12:44:44.232Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
px.change_abs | Change on the day, in dollars | +$0.69 | FMP | Financial Modeling Prep (FMP) · quote | |
fin.q_revenue | Revenue, Q2 FY2026 | $1.66B | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.volume | Shares traded on the day | 3.14M | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 1.1 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | Mark Pearson | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.employees | Employees | 8,000 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing | |
fin.annual | Revenue and net result by fiscal year | 5 fiscal years, FY2021 through FY2025: FY2021 revenue $7.61B, net result $1.75B; FY2022 revenue $12.64B, net result $2.15B; FY2023 revenue $10.53B, net result $1.30B; FY2024 revenue $12.44B, net result $1.31B; FY2025 revenue $11.66B, net result −$1.38B | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements | |
fin.rev_mix | Reported revenue segments | Investment Advice $177.00M | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K | |
fin.gross_margin | Gross margin (trailing twelve months) | 72.7% | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.q_table.depth.2026-06-30.revenue_k | Revenue — period end 2026-06-30 | $1.66B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.sga_k | SG&A — period end 2026-06-30 | $0.00 | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.operating_result_k | FMP standardized operating result — period end 2026-06-30 | −$493.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.revenue_k | Revenue — period end 2026-03-31 | $4.23B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.sga_k | SG&A — period end 2026-03-31 | $0.00 | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.operating_result_k | FMP standardized operating result — period end 2026-03-31 | $887.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.revenue_k | Revenue — period end 2025-12-31 | $3.28B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.sga_k | SG&A — period end 2025-12-31 | $0.00 | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.operating_result_k | FMP standardized operating result — period end 2025-12-31 | $344.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.revenue_k | Revenue — period end 2025-09-30 | $1.45B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.sga_k | SG&A — period end 2025-09-30 | $601.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.operating_result_k | FMP standardized operating result — period end 2025-09-30 | −$1.35B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
earn.history.depth.2026-08-04.revenue_actual | Revenue · reported — report date 2026-08-04 | $1.66B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-04.revenue_estimated | Revenue · estimate — report date 2026-08-04 | $3.84B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-04.eps_actual | EPS · reported — report date 2026-08-04 | $1.7000 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-04.eps_estimated | EPS · estimate — report date 2026-08-04 | $1.6500 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-04.revenue_actual | Revenue · reported — report date 2026-05-04 | $4.23B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-04.revenue_estimated | Revenue · estimate — report date 2026-05-04 | $3.94B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-04.eps_actual | EPS · reported — report date 2026-05-04 | $1.6200 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-04.eps_estimated | EPS · estimate — report date 2026-05-04 | $1.6000 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-04.revenue_actual | Revenue · reported — report date 2026-02-04 | $3.28B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-04.revenue_estimated | Revenue · estimate — report date 2026-02-04 | $3.95B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-04.eps_actual | EPS · reported — report date 2026-02-04 | $1.7600 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-04.eps_estimated | EPS · estimate — report date 2026-02-04 | $1.7500 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-04.revenue_actual | Revenue · reported — report date 2025-11-04 | $1.45B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-04.revenue_estimated | Revenue · estimate — report date 2025-11-04 | $3.50B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-04.eps_actual | EPS · reported — report date 2025-11-04 | $1.4800 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-04.eps_estimated | EPS · estimate — report date 2025-11-04 | $1.6100 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q2 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
fin.cash_investments | Cash and short-term investments | $58.60B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. | |
fin.opcf_latest | Latest-quarter operating cash flow | $643.00M | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-06-30. Negative operating cash flow means cash used. This figure is not a cash-runway estimate. | |
fin.long_term_investments | Long-term investments (classification unverified) | $84.23B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.total_debt | Total debt | $3.84B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.opcf.depth.2026-06-30.operating_cash_flow_m | Operating cash flow — period end 2026-06-30 | $643.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.operating_cash_flow_m | Operating cash flow — period end 2026-03-31 | $499.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-06-30.capex_m | Capital expenditure (reported) — period end 2026-06-30 | −$10.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.capex_m | Capital expenditure (reported) — period end 2026-03-31 | −$9.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.operating_cash_flow_m | Operating cash flow — period end 2025-12-31 | −$80.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.capex_m | Capital expenditure (reported) — period end 2025-12-31 | $16.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.operating_cash_flow_m | Operating cash flow — period end 2025-09-30 | $369.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.capex_m | Capital expenditure (reported) — period end 2025-09-30 | −$33.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
earn.pt_range | Analyst price target, low to high | $52.00 – $68.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
earn.pt_consensus | Consensus analyst price target | $62.43 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
earn.pt_median | Median analyst price target | $64.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
own.insiders | Insider transactions via FMP | 88 transactions · 0 purchases, 38 sales, 50 other transactions · 16 identified insiders · of the newest 100 records, those within the last 180 days, newest dated Sep 21, 2026 | FMP | Financial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent. | |
own.institutions.depth.ownership_pct | Institutional ownership | 95.1% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.ownership_pct_previous_quarter | Previous quarter · ownership | 93.3% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.institutions.depth.holders | Reporting holders | 490 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 553 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Blackrock, INC. — shares in provider snapshot | 25,895,739 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_1.shares | Norges Bank — shares in provider snapshot | 18,326,687 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_2.shares | Price T Rowe Associates INC /Md/ — shares in provider snapshot | 18,186,798 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_3.shares | Vanguard Portfolio Management LLC — shares in provider snapshot | 13,443,991 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_4.shares | Vanguard Capital Management LLC — shares in provider snapshot | 12,703,293 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 3 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.history | Reported versus estimated, recent quarters | EPS beat 2 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-10-05 | |
fin.scores | Distress and quality screens | Altman Z 0.22 · Piotroski F 5 | UNRECORDED | Stored financial-scores observation — Captured 2026-10-04 · Expired observation | |
px.range52 | 52-week range | $35.20 – $55.06 | UNRECORDED | Stored company-profile observation — Captured 2026-10-05 |
COMPUTED — 5 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
fin.mcap_to_cash | Market value per dollar of cash and short-term investments | 0.25× | — | COMPUTED | Computed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $58.60B at Jun 30, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-02. Balance-sheet reference date: 2026-06-30. The inputs do not establish a single common source date for this ratio. |
div.ttm_per_share | Dividends per share, last 12 months (split-adjusted) | $1.14 | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history — Sum of 4 split-adjusted declared dividends with an ex-date in the 365 days to 2026-10-05, per current share. Ex-dates are not payment dates; special dividends are included. Not a declared annual rate. | |
div.ttm_yield | Dividend yield, last 12 months | 2.17% | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history and quote — Split-adjusted dividends with ex-dates in the trailing 365-day window divided by the packet price, on the same current-share basis. Price date follows the quote, latest price bar or packet-build day when unstamped. Not a forecast or declared annual rate. | |
earn.history.depth.2026-08-04.revenue_actual.comparison | Latest report · revenue vs estimate | Below estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($1.66B) with the recorded estimate ($3.84B) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-08-04.eps_actual.comparison | Latest report · EPS vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($1.7000) with the recorded estimate ($1.6500) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
OURS — 2 facts from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
ours.moonshot | MoonshotScore v2 | 55 of 100 · Fair · pillars 53 / 20 / 56 / 17 / 93 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.moonshot_change | MoonshotScore movement | 54 (stored snapshot Oct 4, 2026) → 55 (current publication computed Oct 5, 2026) (+1) | OURS | Stock Expert AI current score publication and immutable score snapshots — The current score publication is not yet represented in the immutable snapshot archive. |
Fact-family notes
- Quarterly statement note. Source series as of 2026-06-30. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs:
fin.q_table.depth.2026-06-30.revenue_k,fin.q_table.depth.2026-06-30.sga_k,fin.q_table.depth.2026-06-30.operating_result_k,fin.q_table.depth.2026-03-31.revenue_k,fin.q_table.depth.2026-03-31.sga_k,fin.q_table.depth.2026-03-31.operating_result_k,fin.q_table.depth.2025-12-31.revenue_k,fin.q_table.depth.2025-12-31.sga_k,fin.q_table.depth.2025-12-31.operating_result_k,fin.q_table.depth.2025-09-30.revenue_k,fin.q_table.depth.2025-09-30.sga_k,fin.q_table.depth.2025-09-30.operating_result_k. - Earnings-history note. Source series as of 2026-08-04. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-08-04.revenue_actual,earn.history.depth.2026-08-04.revenue_estimated,earn.history.depth.2026-08-04.revenue_actual.comparison,earn.history.depth.2026-08-04.eps_actual.comparison,earn.history.depth.2026-08-04.eps_actual,earn.history.depth.2026-08-04.eps_estimated,earn.history.depth.2026-05-04.revenue_actual,earn.history.depth.2026-05-04.revenue_estimated,earn.history.depth.2026-05-04.eps_actual,earn.history.depth.2026-05-04.eps_estimated,earn.history.depth.2026-02-04.revenue_actual,earn.history.depth.2026-02-04.revenue_estimated,earn.history.depth.2026-02-04.eps_actual,earn.history.depth.2026-02-04.eps_estimated,earn.history.depth.2025-11-04.revenue_actual,earn.history.depth.2025-11-04.revenue_estimated,earn.history.depth.2025-11-04.eps_actual,earn.history.depth.2025-11-04.eps_estimated. - Cash-flow note. Source series as of 2026-06-30. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs:
fin.opcf.depth.2026-06-30.operating_cash_flow_m,fin.opcf.depth.2026-03-31.operating_cash_flow_m,fin.opcf.depth.2026-06-30.capex_m,fin.opcf.depth.2026-03-31.capex_m,fin.opcf.depth.2025-12-31.operating_cash_flow_m,fin.opcf.depth.2025-12-31.capex_m,fin.opcf.depth.2025-09-30.operating_cash_flow_m,fin.opcf.depth.2025-09-30.capex_m.
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- sedat@stockexpertai.com
Sources used for research written 2026-09-13
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Business description | Equitable Holdings, Inc. operates as a global, diversified financial services enterprise, delivering its offerings through four primary divisions. The Individual Retirement segment focuses on providing variable annuity products predominantly to high-net-worth individuals. Its Group Retirement segment supplies tax-advantaged investment and retirement plans to a variety of organizations, including educational institutions, municipalities, non-profit entities, and small to mid-sized businesses. Through its Investment Management and Research division, the company offers a broad spectrum of investment management, research, and related services to institutional, retail, and private wealth clients, additionally distributing its specialized research offerings. The Protection Solutions segment delivers a range of life insurance products—such as variable universal, indexed universal, and term life—to affluent individuals and owners of small and medium-sized businesses. This segment also extends group insurance coverage, encompassing life, short- and long-term disability, dental, and vision benefits, to small and medium-sized enterprises. Founded in 1859 and based in New York, New York, the company adopted its current name, Equitable Holdings, Inc., in January 2020, having previously been known as AXA Equitable Holdings, Inc. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Quarterly income statement (USD thousands) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements |
| Operating cash flow by quarter (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements |
| Reported versus estimated, last 8 quarters | Captured record · 8 entries
| 2026-08-04 | FMP | Financial Modeling Prep (FMP) earnings |
| Sector / industry (provider taxonomy) | Financial Services / Asset Management The company's SEC filings classify it under SIC 6411 — Insurance Agents, Brokers & Service. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Annual revenue and net result (USD millions) | Captured record · 5 entries
| 2025-12-31 | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements |
| Management outlook — dated call excerpts | Captured record · 2 entries
Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | 2026-08-05 | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) |
| Cash, investments and debt | Total debt: $3.84B; Liquidity basis: cash and short-term investments; Total liabilities: $333.43B; Cash and short-term investments: $58.60B; Cash and investments: $142.83B; Long-term investments: $84.23B; Long-term investments classification: unclassified Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet |
| Cash and investment components | Total basis: cash short and long-term investments; Total: $142.83B; Cash and short-term investments: $58.60B; Long-term investments: $84.23B; Long-term investments classification: unclassified Sums the balance sheet's cash and short-term investments with its long-term investments.; The long-term investment field does not establish marketability; the sum is not a measure of available liquidity.; These provider fields do not establish investment access restrictions or explain differences from third-party cash figures. | 2026-06-30 | COMPUTED | Computed from the balance sheet |
| Cash and short-term investments over time (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's quarterly balance sheets |
| Trailing twelve-month ratio set | Quick ratio: 10.1; Current ratio: 10.1; Debt to equity: -4.89; Net margin: -8.7%; Gross margin: 72.7%; Operating margin: -5.7%; Return on assets: -0.3%; Return on equity: 845.7% Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm |
| Recent dividends paid | Captured record · 4 entries
Declared amounts per share on their ex-dates. A single payment does not establish an annual rate, and a special dividend is not separated here. | 2026-08-03 | FMP | Financial Modeling Prep (FMP) dividend history |
| Next earnings report | Date: 2026-11-03; EPS estimate: $1.89 per share; Revenue estimate: $3.73B The date is our provider's estimate until the company confirms it. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) earnings calendar |
| Analyst revenue and earnings estimates (average) | Captured record · 4 entries
| 2026-09-13 | FMP | Financial Modeling Prep (FMP) analyst estimates |
Data provided for informational purposes only.