EQH
Financial ServicesEquitable Holdings, Inc. · Insurance - Diversified · $12B
What is Equitable Holdings, Inc.?
Equitable Holdings is a New York-based diversified financial services company serving individuals, institutions, and businesses across retirement, investment management, and insurance.
Equitable generates revenue through variable and indexed annuities, tax-deferred retirement plans for public-sector and nonprofit employers, diversified investment management services, and life and disability insurance products. Its client base spans affluent individuals, small businesses, and institutional investors.
The company traces its roots to 1859 and is headquartered in New York City.
- Variable and indexed annuity products
- Group retirement plans for educators and nonprofits
- Institutional and private wealth investment management
- Life, disability, dental, and vision insurance
Is EQH a Good Stock to Buy?
UQS Score rates EQH as Below Average overall.
The Risk pillar stands out as a relative bright spot, suggesting the business carries manageable financial risk. The Valuation pillar is rated Attractive, meaning the stock may be priced favorably relative to its fundamentals.
Both the Quality and Moat pillars register as Weak, pointing to limited competitive differentiation and below-average business quality metrics.
See the full pillar breakdown and underlying financial metrics by signing up for a Pro account. Sign up free →
Past performance does not guarantee future results. UQS Score is based on fundamental data and is not a buy/sell recommendation.
Does EQH pay dividends?
Yes — Equitable Holdings, Inc. pays a dividend.
Equitable Holdings pays a regular dividend, which may appeal to income-oriented investors. As a large, established financial services company, returning capital to shareholders through dividends is consistent with its business model and long-term positioning.
When does EQH report earnings?
Equitable Holdings reports earnings on a quarterly cadence, typical for US-listed financial services companies.
Growth trends have been Neutral per the UQS framework, reflecting a business navigating a competitive and rate-sensitive environment. Results across its retirement and investment management segments can vary with market conditions.
For the most recent quarter's results, visit Equitable Holdings' investor relations page directly.
EQH Price History
+45.3% over 5Y
Monthly close, adjusted for stock splits and dividend reinvestment.
What if I invested in Equitable Holdings, Inc.?
Based on Equitable Holdings, Inc.'s historical closing prices, adjusted for stock splits and dividend reinvestment. Past performance does not guarantee future results. This is for informational purposes only and is not financial advice.
Frequently Asked Questions
What does Equitable Holdings do?
Equitable Holdings is a diversified financial services company offering variable and indexed annuities, group retirement plans, investment management, and life and disability insurance. It serves affluent individuals, small businesses, educational institutions, and nonprofits.
Does EQH pay dividends?
Yes, Equitable Holdings pays a regular dividend. Income-focused investors should check the company's investor relations page for the current dividend rate and payment schedule, as these can change.
When does EQH report earnings?
Equitable Holdings follows a standard quarterly earnings cadence. For confirmed dates and the most recent results, refer to the company's investor relations page.
Is EQH a good stock to buy?
The UQS Score rates EQH as Below Average, driven by Weak Quality and Moat scores. However, the Risk pillar is Good and Valuation is Attractive. Whether that profile fits your strategy depends on your own investment criteria.
Is EQH overvalued?
The UQS Valuation pillar for EQH is rated Attractive, suggesting the stock is not considered expensive relative to its fundamentals within the UQS framework. Pro members can view the full valuation metrics behind this rating.
What is EQH's market cap bracket?
Equitable Holdings is classified as a large-cap company, placing it among the larger publicly traded financial services firms in the US market.
Is EQH a long-term quality investment?
As a long-term quality indicator, the UQS Score currently rates EQH as Below Average, with Weak scores in Quality and Moat. The Attractive Valuation and Good Risk profile may offset some concerns, but the overall composite suggests caution.
What sector does EQH belong to?
Equitable Holdings operates in the Financial Services sector, specifically across retirement solutions, investment management, and insurance — segments that are sensitive to interest rate movements and equity market performance.
Unlock Full EQH Analysis
Sign in to unlock the detailed analysis behind the UQS Score.
- ✓View the exact UQS pillar scores across Quality, Moat, Growth, Risk, and Valuation
- ✓Access the underlying financial metrics driving each pillar rating
- ✓Compare EQH against sector peers with side-by-side scoring
- ✓Get the complete analyst view available to Pro members
Pro Analysis
EQH — Score History
| Date | UQS | Quality | Moat | Growth | Risk | Value | Change |
|---|---|---|---|---|---|---|---|
| May 18, 2026 | 33.9 | 21.0 | 25.0 | 54.0 | 0.9 | 76.2 | -3.0 |
| May 12, 2026 | 36.9 | 21.8 | 25.0 | 54.0 | 0.0 | 95.6 | -10.3 |
| May 7, 2026 | 47.2 | 19.9 | 25.0 | 54.0 | 72.7 | 94.9 | 0.0 |
| May 3, 2026 | 47.2 | 19.9 | 25.0 | 54.0 | 72.7 | 95.3 | -0.1 |
| Apr 25, 2026 | 47.3 | 19.9 | 25.0 | 54.0 | 72.7 | 95.5 | +0.1 |
| Apr 19, 2026 | 47.2 | 19.6 | 25.0 | 54.0 | 72.7 | 95.5 | -0.1 |
| Apr 18, 2026 | 47.3 | 19.6 | 25.0 | 54.0 | 72.7 | 96.4 | 0.0 |
| Apr 16, 2026 | 47.3 | 19.5 | 25.0 | 54.0 | 72.7 | 96.4 | -0.3 |
| Apr 15, 2026 | 47.6 | 20.9 | 25.0 | 54.0 | 72.7 | 96.4 | -0.2 |
| Apr 14, 2026 | 47.8 | 21.4 | 25.0 | 54.0 | 72.7 | 96.4 | -0.1 |
EQH — Pillar Breakdown
Quality
— 21.0/100 (25%)Equitable Holdings, Inc. currently shows below-average quality metrics, suggesting challenges with profitability.
Profitability relative to shareholders' equity.
Ability to convert revenue into operating profit.
Bottom-line profit as a share of revenue.
Free cash flow relative to market value.
Growth
— 54.0/100 (20%)Equitable Holdings, Inc. shows steady but unspectacular growth, typical for mature companies.
Revenue trajectory over the last twelve months.
Compound annual revenue growth rate over 3 years.
Year-over-year earnings per share growth.
Analyst consensus for future revenue growth.
Analyst consensus for future earnings growth.
Risk
— 0.9/100 (15%)Equitable Holdings, Inc. presents elevated risk with concerns around leverage or financial stability.
Total debt relative to shareholder equity.
Short-term liquidity — ability to pay near-term obligations.
Earnings capacity relative to interest payments.
Valuation
— 76.2/100 (15%)Equitable Holdings, Inc. appears attractively valued relative to its earnings, cash flows, and sector peers.
Inverse of forward P/E — higher yield means cheaper stock.
How many years of FCF the market cap represents.
P/E relative to earnings growth — lower is more attractive.
Enterprise value multiple relative to sector median.
Moat
— 25/100 (25%)Equitable Holdings, Inc. operates in a highly competitive environment with limited sustainable advantages. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for EQH.
Score Composition
Financial Data
More Stock Analysis
How is the EQH UQS Score Calculated?
The UQS (Unified Quality Score) for Equitable Holdings, Inc. is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.
Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.
Moat (25%) assesses Equitable Holdings, Inc.'s competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.
Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.
Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.
Valuation (15%) measures whether Equitable Holdings, Inc. is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.
Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.