DailyIQ
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Last updated2 minutes ago

EQH·Equitable Holdings Inc.

$53.11
-0.41 (-0.77%)
Overnight$53.12+0.01 (+0.02%)
High
$54.31
Open
$53.29
Market Cap
14.56B
52W High
$55.23
Low
$53.10
P. Close
$53.11
P/E
-
52W Low
$35.19
Fwd P/E
5.94
DailyIQ Est.
$65.03
Inst. Ownership
48.8%
Short Interest
1.99%
Days to Cover
1.5
Div. Yield
2.15%
Next Ex-Div
~Nov 5
Div. Growth
6+ yrs
Technical Score (1D)
82
BULLISH
News Sentiment
58
BULLISH
With a Technical Score of 82, Equitable Holdings Inc. (EQH) sits in the upper tier of the momentum ranking on the 1D timeframe. The bullish bias and BUY signal follow from that rank, and trend strength reads as strong. Sentiment at 58 is aligned with the chart. Because the score is relative, it can stay high while the broader market falls, as long as EQH holds up better than its peers. $51.51 is the near-term risk reference and $57.42 is the next upside marker if buyers keep pressing. A top momentum rank reflects the prior year of trading, so it changes gradually. Day to day, price levels give the earlier read: a decisive close below $51.51 would say more about near-term risk than the rank itself, while holding above it keeps $55.81 in play.
LOW TARGET
$58 +9.2%
1 analysts
MEAN TARGET
$64 +20.3%
11 analysts
HIGH TARGET
$68 +28.0%
8 analysts
PRICE RANGE
$58.00 - $68.00
SB / B / H / S / SS
4/12/2/1/1
DAILYIQ EST.
$65.03 (+22.4%)
Bought (1Y)
0 shares
$0
Sold (1Y)
163,961 shares
$7.9M
SCOTT BERTRAM L-
Sell2,780 shares2026-09-21
MacKay Craig C-
Sell2,000 shares2026-09-17
Lane NickSee Remarks
Sell14,923 shares2026-09-04
Isaacs-Lowe Arlene-
Sell1,000 shares2026-09-04
HURD JEFFREY JChief Operating Officer
Option Exercise9,359 shares2026-08-17
View full insider trading history →
40/ 100
Bearish
Overall: Bearish
✕Revenue declining year over year
✕Negative net margin
✓Positive operating cash flow
Net Margin
-11.8%
Revenue CAGR
-0.1%
Debt / Equity
-52.16x
Return on Equity
1864.9%
View full financials →

EPS

EstBeatMiss
$1.42$1.55$1.67$1.80$1.92Q3'25Q3'26
QtrEstActual+/−
Q3'26$1.87 - -
Q3'25$1.61$1.48-8.1%

Revenue

EstBeatMiss
$1.1B$1.9B$2.7B$3.6B$4.4BQ3'25Q3'26
QtrEstActual+/−
Q3'26$4.0B - -
Q3'25 - $1.4B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
→

Market Data

EQH Stock Snapshot

BULLISH82/100
$53.12+$0.01 (0.0%)
Market cap
14.56B
Day range
$53.10 – $54.31
News sentiment
58/100 · Neutral
Analyst target
$63.91 (+20.3%)
Consensus
Buy · 20 analysts
52-week range+51.0% off low · -3.8% from high
$35.19$55.23
Price $53.12 DailyIQ Est. $65.03

Momentum is working in EQH's favour - it ranks in the upper part of DailyIQ's momentum universe. Earnings and guidance carry more weight than macro data at this capitalisation.

Behaviour On Record

What EQH's own history says about today's numbers

Realized volatility (21d)
26.4% 34th pct
Below its peak
-5.7%
vs 200-day average
+16.5%
Up days (1y)
52%

Equitable Holdings Inc. is currently running 26.4% annualised volatility over the last 21 sessions. Measured against EQH's own 8 years of daily returns rather than a market-wide average, that is the 34th percentile — on the quiet side for this stock, against a typical reading of 30.3%. The distinction matters because a number that looks calm for one stock is turbulent for another, and the absolute figure on its own tells you neither.

EQH is trading -5.7% below its running peak. Across 7 full years on file, its median worst-drawdown-in-a-year was -23.5%, and the deepest was -62.0% in 2020. The current pullback is therefore shallower than what this stock gives back in a typical year, which is context worth having before treating it as a dislocation.

Price sits +16.5% from its 200-day moving average. Against every other day in its history, that gap ranks at the 79th percentile — a somewhat wider gap than its own norm. Over the past year EQH closed higher on 52% of sessions, and it is currently 1 session into a falling streak.

On October specifically: over 8 years of records, EQH finished the month higher 5 of 8 times, with a median return of +4.5% and an average of +5.0%. Its strongest month historically has been January at +6.2% on average, its weakest March at -5.7%. Seasonality is a weak signal on its own — a decade is a small sample and regimes change — but it is a real distribution rather than a rule of thumb.

Overnight risk is measurable too: EQH has opened more than 2% away from the prior close in 178 of 2,115 sessions (8.4% of the time), with the largest gaps running +17.1% and -15.2%. For anyone holding through an event, that rate is a better guide to overnight exposure than the intraday range.

All figures computed from 2,116 daily closes between 2018-05-10 and 2026-10-09, split-adjusted, recomputed daily. Percentiles are against EQH's own 8-year history, not a peer group or index.

Sector Rotation

Is money rotating into or out of EQH's sector?

Equitable Holdings Inc. sits in the Financials sector, currently ranked 12th of 12 GICS sectors by relative-strength rotation score (improving).

Sector rank
#12 of 12
Sector state
Improving
Sector rotation score
27

Options Market

What is the options market pricing for EQH?

CallsPuts

For Equitable Holdings Inc.'s nearest expiry (2026-10-16, 2 days out), open interest is call-heavy, a bullish tilt (put/call ratio of 0.19), with at-the-money implied volatility around 60.6%. The options market is pricing roughly a ±4.1% move by that expiry — a range of about $51.78–$56.22.

Put/call ratio (2026-10-16)
0.19
ATM implied volatility
60.6%
Total open interest
50
Expected move by 2026-10-16
±4.1% ($51.78–$56.22)

Analyst Rating Changes

Are analysts turning bullish or bearish on EQH?

Wells Fargo most recently reiterated its rating on Equitable Holdings Inc. to Overweight on Oct 12, 2026 with a price target of $65 (from $64). Over the last 90 days, coverage has run 0 upgrades against 0 downgrades, a net mixed lean.

Latest action
Wells Fargo — Overweight
90-day upgrades
0
90-day downgrades
0
Net rating momentum
0
DateFirmActionRatingPrice target
Oct 12, 2026Wells FargoMaintainedOverweight$64 → $65
Oct 7, 2026MizuhoMaintainedOutperform$67 → $66
Oct 7, 2026BarclaysMaintainedOverweight$52 → $61
Aug 20, 2026Evercore ISI GroupMaintainedOutperform$65 → $66
Aug 19, 2026Wells FargoMaintainedOverweight$60 → $64
Aug 11, 2026Keefe, Bruyette & WoodsMaintainedOutperform$62 → $67
Aug 5, 2026BarclaysMaintainedOverweight$50 → $52
Jul 13, 2026Evercore ISI GroupMaintainedOutperform$63 → $65
Jul 13, 2026Keefe, Bruyette & WoodsMaintainedOutperform$60 → $62
Jul 10, 2026JefferiesMaintainedBuy$64 → $66
Jul 9, 2026Wells FargoMaintainedOverweight$57 → $60
Jul 9, 2026MizuhoMaintainedOutperform$61 → $62

ETF holders

ETFs holding EQH

Top ETF holdersWeight

News Sentiment Analysis

Sentiment gathered from recent headlines

58/100
Strong NegativeNeutralStrong Positive
MODERATELY BULLISH

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles
What did this article say?
Wells Fargo analyst Wesley Carmichael upgraded Equitable Holdings to an Overweight rating and increased the price target from $64 to $65. The upgrade reflects confidence in the company’s earnings outlook and balance‑sheet strength. The move signals a modest bullish stance for investors, though the price target change is incremental.
What did this article say?
Equitable Holdings Inc. (EQH) was highlighted as a dividend‑focused investment on October 8. The piece noted the company’s current dividend of $0.30 per share, translating to a 2.25% yield. It emphasized that EQH’s dividend policy aligns with broader academic findings that dividends contribute significantly to long‑term returns. The article also mentioned a 11.71% price gain for the stock since the start of the year, suggesting market confidence in its income potential. No material corporate action or earnings surprise was reported, so the outlook remains a modest, income‑oriented endorsement.
What did this article say?
Equitable Holdings (EQH) exhibited a robust technical breakout pattern on October 8, with a high setup quality rating and favorable risk parameters. The analysis highlighted a strong momentum profile, suggesting potential upward movement. The breakout was supported by an ATR of 1.45, indicating significant volatility and a clear entry point for traders. While the signal is promising, it remains a technical indicator rather than a fundamental catalyst.
What did this article say?
Equitable Holdings (NYSE:EQH) released the full transcript of its second‑quarter 2026 earnings call on October 7. The transcript is available for public review and contains the company’s financial highlights and management commentary. No earnings figures or forward guidance were disclosed in the provided text.
What did this article say?
Mizuho analyst Yaron Kinar maintained an Outperform rating for Equitable Holdings (EQH) while reducing the price target from $67 to $66. The downgrade reflects a modest reassessment of the company’s valuation. No significant changes to the company’s fundamentals were cited. The rating suggests that the broker still views EQH as a solid investment but with a slightly lower upside potential.
What did this article say?
Barclays analyst Alex Scott upgraded Equitable Holdings to an Overweight rating and raised the price target from $52 to $61. The upgrade reflects confidence in the company’s earnings outlook and its strategic positioning in the financial services sector. The new target suggests a potential upside for investors, indicating a positive view of the firm’s future prospects.
What did this article say?
Equitable Holdings, Inc. (EQH) scheduled the release of its third‑quarter 2026 financial results for November 2, 2026, following the market close. A conference‑call webcast was planned for November 3, 2026 at 8:00 a.m. ET to discuss the results. The company provided a registration link and dial‑in details for investors, with materials posted on its investor relations website. No earnings guidance or performance updates were disclosed in the announcement. The move is a routine earnings‑release schedule with no immediate impact on the company’s outlook.
What did this article say?
On September 25, 2026, Equitable Holdings announced that Seth Bernstein would retire as Head of Asset Management, following his departure from AllianceBernstein. The same week the company was removed from the FTSE All‑World Index, a move that could diminish its visibility to index‑tracking investors. The combination of leadership turnover and index exclusion signals potential challenges to the firm’s retirement‑focused, capital‑light earnings narrative and may prompt a reassessment of its market positioning.
What did this article say?
Equitable reiterated its business momentum, noting a record $1.2 trillion in assets under management and administration as of June 30, a 10% year‑over‑year increase, and a 25% rise in first‑half 2026 non‑GAAP EPS. The company detailed strategic portfolio changes, including reinsuring 75% of its in‑force life insurance block to RGA, boosting its stake in AllianceBernstein, and acquiring Stifel Independent Advisors. Equitable confirmed the planned merger of equals with Corebridge, to be finalized at the 2026 annual meeting, positioning the combined entity as a diversified financial‑services firm.
What did this article say?
Equitable Holdings (EQH) was highlighted in Tributary Capital Management’s Q2 2026 investor letter as a key holding in its Multi Cap Core Equity Strategy. The letter noted that the fund had sold its position in EQH, reflecting a shift in capital allocation as the company prepares for a pending merger with Corebridge. The sale was part of a broader strategy to rebalance exposure to technology and AI‑driven sectors, which had underperformed relative to benchmarks. The move signals management’s intent to adjust the portfolio in anticipation of the merger’s impact on EQH’s valuation and risk profile. Overall, the article indicates a modest, strategic realignment rather than a material shock to the company’s outlook.

Technical Analysis

Real-time indicators across multiple timeframes

82
BULLISH
Momentum rank against about 1,000 stocks and ETFs for this timeframe.
Unlock full technicals
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Institutional & Hedge Fund Ownership
25 tracked managers · $5.90B combined position · 13 adding, 12 trimming, 0 unchanged (latest 13F filings)
ManagerTrendShares Held% of Co.Position ValueFiled
Vanguard Group Inc▼ Sell30,633,12511.18%$1.46B2026-01-29
BlackRock, Inc.▼ Sell25,895,7399.45%$1.14B2026-08-07
Norges Bank▲ Buy18,326,6876.69%$804.18M2026-08-12
Harris Associates L P▲ Buy9,489,0373.46%$416.38M2026-08-14
Wellington Management Group LLP▲ Buy8,784,9863.21%$385.49M2026-08-14
Geode Capital Management, LLC▼ Sell5,440,3361.98%$238.78M2026-08-12
Viking Global Investors LP▲ Buy5,398,8961.97%$236.90M2026-08-14
Morgan Stanley▲ Buy3,347,2891.22%$146.88M2026-08-13
Northern Trust Corp▼ Sell3,261,6331.19%$143.12M2026-08-13
Invesco Ltd.▼ Sell3,058,7091.12%$134.22M2026-08-14
FMR LLC (Fidelity)▲ Buy3,041,5331.11%$133.46M2026-08-13
Marshall Wace, LLP▲ Buy2,779,2391.01%$121.95M2026-08-13
Goldman Sachs Group Inc▼ Sell2,656,4870.97%$116.57M2026-08-14
D. E. Shaw & Co., Inc.▼ Sell2,034,0780.74%$89.26M2026-08-14
Citadel Advisors LLC▼ Sell1,379,2940.50%$60.52M2026-09-02
Adage Capital Partners GP, L.L.C.▲ Buy1,150,0000.42%$50.46M2026-08-14
Bank of America Corp▲ Buy942,7820.34%$41.37M2026-08-14
Renaissance Technologies LLC▲ Buy819,9000.30%$35.98M2026-08-13
JPMorgan Chase & Co▲ Buy689,4950.25%$31.02M2026-08-12
Millennium Management LLC▼ Sell611,2260.22%$26.82M2026-08-14
Wells Fargo & Company▼ Sell531,8880.19%$23.34M2026-08-14
HG Vora Capital Management, LLC▼ Sell400,0000.15%$19.06M2026-02-17
Point72 Asset Management, L.P.▲ Buy372,5630.14%$16.35M2026-08-14
Moore Capital Management, LP▲ Buy345,4080.13%$15.16M2026-08-14
AQR Capital Management LLC▼ Sell337,2780.12%$14.80M2026-08-14
Q2 2026 flow:23.04M sh bought ($1.01B)7.83M sh sold ($343.78M)net +15.20M sh (+$667.35M)
View full institutional holdings history →

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