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EQH
OverviewIntelligenceChart
Earnings in 1 day · May 4, 2026 · After close
Signal
Leaning Bullish1↑
Price
1→
Move→-0.07%Quiet session
Volume
1→
Volume→0.8× avgNormal activity
Technical
1↑
RSI↑RSI 61Momentum positive
PRICE
Prev Close
42.20
Open
42.55
Day Range42.10 – 43.09
42.10
43.09
52W Range35.20 – 56.61
35.20
56.61
33% of range
VOLUME & SIZE
Avg Volume
3.9M
FUNDAMENTALS
P/E Ratio
-8.7x
Not profitable
EPS (TTM)
—
Div Yield
0.03%
Beta
1.20
Market-like
Performance
1D
-0.07%
5D
+2.55%
1M↑
+11.59%
3M
-9.80%
6M
-14.64%
YTD
-11.50%
1Y↓
-16.43%
Best: 1M (+11.59%)Worst: 1Y (-16.43%)
Quick Read
Trend—Insufficient MA data
Momentum
NEUTRAL
rev -11% · 59% gross margin
Valuation
FAIR
P/E not available
Health
MODERATE
CR 25.5 · FCF $2.58/sh
Lean Bullish
Key MetricsTTM
Market Cap$11.87B
Revenue TTM$10.99B
Net Income TTM-$1.38B
Free Cash Flow$737.00M
Gross Margin59.2%
Net Margin-12.6%
Operating Margin-10.9%
Return on Equity-152.3%
Return on Assets-0.4%
Debt / Equity-88.68
Current Ratio25.50
EPS TTM$-4.83
Alpha SignalsView Intelligence →

Intelligence analysis not yet available for this stock. Full AI-powered analysis may be available on the intelligence page.

Health Radar
2 strong4 concern
36/100
Liquidity
25.50Strong
Leverage
-88.68Strong
Coverage
-5.3xConcern
ROE
-152.3%Concern
ROIC
-0.3%Concern
Cash
$12.5BConcern
ANALYST COVERAGE20 analysts
BUY
▲ +37.5%upside to target
L $57.00
Med $58.00consensus
H $63.00
Strong Buy
15%
Buy
1995%
20 Buy (100%)0 Hold (0%)0 Sell (0%)
Full report →
Stock Health
Composite Score
5 of 5 signals bullish
10/10
Technicals
●
RSI RangeRSI 61 — Bullish momentum
✓
Volume
●
Volume FlowAccumulation — institutional buying
✓
Fundamentals
●
Last EarningsBeat estimates
✓
●
Analyst ConsensusBuy
✓
●
LiquidityCurrent Ratio 25.50 — healthy liquidity
✓
Upcoming Events
EEarnings ReportMay 4, 2026
Tomorrow
DEx-Dividend DateJul 31, 2026
In 89 days
PDividend PaymentAug 15, 2026
In 104 days
Research
Fundamentals→Financials→Analysts→Earnings→Growth→Key Metrics→Technical Analysis→Intelligence→
Technicals
Technical SetupBULLISH
Technicals →

Trend

▲ RallyDeath Cross · 50D trails 200D by 14.5%

+4.9% vs SMA 50 · -10.3% vs SMA 200

Momentum

RSI61.1
Positive momentum, not extended
MACD+0.67
Above zero — bullish momentum · expanding
Market Position
Price Levels
52W High
$56.61+34.2%
EMA 200
$46.32+9.8%
Current
$42.17
EMA 50
$40.96-2.9%
52W Low
$35.20-16.5%
52-Week RangeMid-range
$35.2033th %ile$56.61
Squeeze SetupVolume-based
Moderate Squeeze Setup

Accumulation pattern present — more buying days than selling over the past 20 sessions. Volume conditions support gradual price improvement.

20-Day Money Flow
Acc days:3
Dist days:5
Edge:+2 dist
Volume Context
Avg Vol (50D)2.4M
Recent Vol (5D)
2.1M-12%

Based on volume distribution analysis. Direct short interest data (short float %, days to cover) is not available in current data sources.

Earnings & Analysts

ANALYST ESTIMATES

Consensus of 8 analysts
Full estimates →
Analyst revisions:EPS↓ Revised DownRevenue↓ Revised Down

Analyst consensus estimates · Actuals replace estimates as reported

YearRevenue Est.Rev GthEPS Est.EPS GthRangeAnalysts
FY2024
$14.9B
$14.9B–$15.0B
—$6.01—
±0%
High8
FY2025
$15.0B
$14.6B–$15.6B
▲ +0.7%$5.63▼ -6.3%
±1%
High7
FY2026(current)
$16.2B
$15.0B–$17.6B
▲ +7.8%$7.15▲ +27.0%
±5%
High8
Range confidence:Tight (high)ModerateWide (low)
Earnings HistoryEQH
Last 8Q
-22.7%avg beat
Beat 3 of 8 quartersMissed 4↑ Estimates rising
+8%
Q2'24
+2%
Q3'24
—
Q4'24
-5%
Q1'25
-8%
Q2'25
-171%
Q3'25
-8%
Q4'25
+1%
Q1'26
Beat
Miss
Estimate
Deeper color = bigger beat/miss
* Negative EPS shown at reduced height
Analyst Activity
All ratings →
Mild positive momentum
30d▲ 1▼ 0
90d▲ 1▼ 0
Raymond JamesStrong Buy
Apr 16
UPGRADE
UBSNeutral → Buy
Apr 2
UPGRADE
Deutsche BankBuy
Jan 10
UPGRADE
Keefe, Bruyette & W…Outperform
Dec 9
UPGRADE
UBSNeutral
Jun 17
DOWNGRADE
Insider Activity
SEC Filings →
0 Buys/6 SellsNet Selling
NET SELLERS$0 bought · $5.2M sold · 30d window
Pearson MarkDir
$1.7M
Apr 20
SELL
Lane NickSee Remarks
$404K
Apr 15
SELL
Hurd Jeffrey JCOO
$337K
Apr 15
SELL
Hurd Jeffrey JCOO
$43K
Apr 15
SELL
Hurd Jeffrey JCOO
$202K
Apr 15
SELL
Pearson MarkDir
$56K
Apr 15
SELL
Financials
Dividends2.56% yield
+7.0% avg annual growth
Annual Yield2.56%
Semi-Annual Div.$0.2700
Est. Annual / Share$0.54
FrequencySemi-Annual
Q2'24
Q3'24
Q4'24
Q1'25
Q2'25
Q3'25
Q4'25
Q1'26

Dividend per payment — last 8 periods

INSTITUTIONAL OWNERSHIP

13-F Filings →
1
PZENA INVESTMENT MANAGEMENT LLC
4.5M▲
2
Nuveen, LLC
1.9M▲
3
Robeco Institutional Asset Management B.V.
902K▼
4
HSBC HOLDINGS PLC
874K▲
5
Sumitomo Mitsui Trust Holdings, Inc.
637K▼
6
Swedbank AB
507K▼
7
Retirement Systems of Alabama
458K▲
8
COMMUNITY TRUST & INVESTMENT CO
388K▲
News & Activity

EQH News

20 articles · 4h ago

About

equitable holdings is a company based out of 1930 w van buren st, phoenix, arizona, united states.

CEO
Mark Pearson
Website
equitableholdings.com ↗
Mark PearsonPresident, Chief Executive Officer & Director
Robin Matthew RajuSenior Executive Vice President & Chief Financial Officer
William James EckertSenior Vice President, Chief Accounting Officer & Controller
Peers— —(7 companies)
Screen sector →
SymbolPriceDay %Mkt Cap↓P/ERev GrwMarginELO
EQH◀
$42.17-0.07%$11.9B—-620.7%-1183.0%1500
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BABA
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AZN
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NVS
$146.57-0.87%$279.7B21.0+597.3%2564.4%1500
SHEL
$88.98-1.86%$251.9B14.4-591.0%668.4%1500
Sector avg—-0.57%—21.3+635.8%1588.9%1500

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