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Last updated1 minute ago

EQH·Equitable Holdings Inc.

$54.51
+0.51 (+0.94%)
After Hours
High
$55.23
Open
$54.53
Market Cap
14.74B
52W High
$55.06
Low
$54.08
P. Close
$54.51
P/E
-
52W Low
$35.19
Fwd P/E
5.99
DailyIQ Est.
$63.88
Inst. Ownership
-
Short Interest
2.41%
Days to Cover
2.3
Technical Score (1D)
82
BULLISH
News Sentiment
50
MIXED
Equitable Holdings Inc. (EQH) scores 82 on the 1D technical view - well above neutral - but the setup is flagging extended conditions with RSI at neutral range. The BUY signal and strong momentum confirm the trend is intact, but the risk/reward for new entries has compressed as the move has extended. Sentiment at 50 is diverging from the technical read. The bullish trend is not in question here - the issue is entry timing. Chasing at these levels means accepting a worse stop placement and a smaller potential reward. A pullback into the $51.95 area would reset that calculation, while a stall or rejection near $56.27 would be the signal to watch for before fading. New buyers chasing EQH at current levels are effectively betting that the 1D trend has more room than the neutral range reading suggests. That's not an unreasonable bet in a strong trend, but it's a worse risk/reward than the same trade taken closer to $51.95 - which is where more disciplined entries are typically staged.
LOW TARGET
$52 -4.6%
1 analysts
MEAN TARGET
$62 +13.9%
11 analysts
HIGH TARGET
$68 +24.8%
8 analysts
PRICE RANGE
$52.00 - $68.00
SB / B / H / S / SS
4/12/2/1/1
DAILYIQ EST.
$63.88 (+17.2%)
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 →
39/ 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$1.69$1.82$1.96Q3'25Q3'26
QtrEstActual+/−
Q3'26$1.90 - -
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
$54.50−$0.01 (0.0%)
Market cap
14.74B
Day range
$54.08 – $55.23
News sentiment
50/100 · Neutral
Analyst target
$62.09 (+13.9%)
Consensus
Buy · 20 analysts
52-week range+54.9% off low · -1.0% from high
$35.19$55.06
Price $54.50 DailyIQ Est. $63.88

Momentum is working in EQH's favour - the indicator set leans bullish rather than mixed. 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)
23.3% 22nd pct
Below its peak
-3.7%
vs 200-day average
+19.2%
Up days (1y)
52%

Equitable Holdings Inc. is currently running 23.3% 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 22nd percentile — unusually subdued by its own history, 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 -3.7% 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 +19.2% from its 200-day moving average. Against every other day in its history, that gap ranks at the 84th percentile — a wider gap than this stock usually carries. Over the past year EQH closed higher on 52% of sessions, and it is currently 3 sessions into a rising 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 177 of 2,111 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 2,112 daily closes between 2018-05-10 and 2026-10-05, 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
9

Options Market

What is the options market pricing for EQH?

CallsPuts

For Equitable Holdings Inc.'s nearest expiry (2026-10-16, 10 days out), open interest is call-heavy, a bullish tilt (put/call ratio of 0.09), with at-the-money implied volatility around 33.9%. The options market is pricing roughly a ±6.6% move by that expiry — a range of about $50.44–$57.56.

Put/call ratio (2026-10-16)
0.09
ATM implied volatility
33.9%
Total open interest
48
Expected move by 2026-10-16
±6.6% ($50.44–$57.56)

Analyst Rating Changes

Are analysts turning bullish or bearish on EQH?

Evercore ISI Group most recently reiterated its rating on Equitable Holdings Inc. to Outperform on Aug 20, 2026 with a price target of $66 (from $65). Over the last 90 days, coverage has run 0 upgrades against 0 downgrades, a net mixed lean.

Latest action
Evercore ISI Group — Outperform
90-day upgrades
0
90-day downgrades
0
Net rating momentum
0
DateFirmActionRatingPrice target
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
Jul 8, 2026UBSMaintainedBuy$63 → $68
Jul 7, 2026BarclaysMaintainedOverweight$51 → $50
Jun 11, 2026UBSMaintainedBuy$58 → $63

Held by These ETFs

EQH is a top holding in these ETFs tracked on DailyIQ — bar length shows portfolio weight.

News Sentiment Analysis

Sentiment gathered from recent headlines

50/100
Strong NegativeNeutralStrong Positive
MIXED

Recent News Coverage

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

10+ articles
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.
What did this article say?
Onur Erzan was named President and Chief Executive Officer of AllianceBernstein, a subsidiary of Equitable Holdings, effective April 1 2027, succeeding retiring CEO Seth Bernstein. The appointment follows a decade of growth under Bernstein and aims to strengthen the partnership between Equitable and AllianceBernstein. The transition is expected to support continued expansion of the firm’s investment capabilities.
What did this article say?
AllianceBernstein Holding L.P. and its subsidiary announced that Onur Erzan will become President and CEO effective April 1 of the following year, succeeding Seth Bernstein. The appointment follows a strategic leadership transition within the firm, which is a subsidiary of Equitable Holdings, Inc. The change is expected to maintain continuity in investment management operations and client service. No immediate financial guidance or performance impact was disclosed. The move reflects Equitable Holdings’ ongoing efforts to strengthen its asset‑management arm.
What did this article say?
eHealth, Inc. partnered with BerniePortal to integrate its individual health insurance marketplace into the broker‑led benefits platform, enabling employers to offer defined‑contribution health plans and employees to shop from a wide range of ACA‑compliant options. The collaboration provides eHealth access to over 5,000 employers and 1,000 brokers, potentially increasing enrollment and market share. The deal also preserves brokers’ agent‑of‑record status, maintaining existing client relationships while adding a new benefit channel.
What did this article say?
Equitable Holdings (EQH) is drawing attention from income‑focused investors thanks to a robust dividend yield of 2.23% and a 14.3% year‑over‑year increase in its annualized dividend. The company’s dividend of $0.30 per share outpaces both the multi‑line insurance industry and the broader S&P 500. With a 13.05% price gain this year, EQH’s total return profile remains attractive for long‑term investors seeking cash flow. The firm’s financial health and dividend policy suggest continued stability, but market volatility could temper future payouts.
What did this article say?
Equitable Holdings (EQH) has introduced a bitcoin‑linked investment option within its SCS Premier registered index‑linked annuity, marking the first time a retirement product offers direct exposure to the cryptocurrency. The new option tracks the iShares Bitcoin Trust ETF (IBIT) and includes one‑year segments with buffers ranging from 10% to 40%, capping allocations at 25% of the contract value to provide downside protection. This move signals EQH’s intent to capture conservative investors seeking crypto exposure while mitigating volatility, potentially broadening its product appeal and revenue streams.

Technical Analysis

Real-time indicators across multiple timeframes

82
BULLISH
Technical indicators reflect the latest computed signal mix for this timeframe.
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