Equitable Holdings Inc

Equitable Holdings Inc (EQH) Stock Analysis

$53.490

+0.615 (+1.15%)At close

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High
53.505
Open
52.890
VWAP
52.29
Volume
3.91M
Mkt Cap
13.18B
Low
49.880
Amount
204.36M
EV/EBITDA, TTM
-0.32

Equitable Holdings, Inc. is a financial services holding company comprised of complementary businesses, including Equitable, AllianceBernstein and Equitable Advisors. The Company's segments include Retirement, Asset Management, and Wealth Management. The Retirement segment is a provider of retirement solutions to individual and institutional clients. Its primary offerings include individual and group annuities, retirement savings plans, and institutional savings products, which the Company distributes through both proprietary and third-party distribution. The Asset Management segment provides diversified investment management and related services globally to a range of clients through three main client channels-Institutional, Retail and Private Wealth. The Wealth Management segment offers discretionary and non-discretionary investment advisory accounts, financial planning and advice, life insurance, and annuity products through equitable advisors.

equitable.com

AI analysis of Equitable Holdings Inc (EQH)

Buy

Equitable Holdings Inc (EQH) appears to be a good buy right now due to its current price of $52.92, which is well below the analyst price target of $65 from Raymond James. Additionally, the forward P/E ratio of 5.82 indicates that the stock is undervalued compared to its earnings potential. The recent hedge fund buying activity has increased by 173.14%, signaling strong institutional interest. However, the main risk is the high debt-to-equity ratio, which stands at 3153.50%, indicating significant leverage that could impact financial stability.

Analyst Ratings (11)

+14.66% upside
Buy
7 Buy
4 Hold
0 Sell
Current: 53.49
Low
57.00
Average
61.33
High
66.00

Raymond James

2026-10-09

Price Target

$65

Strong Buy

Mizuho

2026-10-07

Price Target

$66

Outperform

Barclays

2026-10-07

Price Target

$61

Overweight

Evercore ISI

2026-08-20

Price Target

$66

Outperform

Wells Fargo

2026-08-19

Price Target

$64

Overweight

Valuation Metrics

The current forward P/E ratio for Equitable Holdings Inc (EQH) is 5.82, compared to its 5-year average forward P/E of 5.85.

Forward P/E

Fair
5Y Average P/E
5.85
Current P/E
5.82
Overvalued
6.78
Undervalued
4.91

Forward EV/EBITDA

Fair
5Y Average EV/EBITDA
-0.13
Current EV/EBITDA
-0.32
Overvalued
3.21
Undervalued
-3.48

Forward P/S

Fair
5Y Average P/S
0.82
Current P/S
0.84
Overvalued
0.95
Undervalued
0.70

Alphio AI Price Scenarios for EQH

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%EQH

$80.11

Scenario price

B

Base

Base · 50%EQH

$61.34

Scenario price

B

Bear

Bear · 25%EQH

$39.11

Scenario price

Whales holding EQH

C

Community Trust and Investment Company

+ HoldingEQH

+5.06%

3M Return

T

TCW Group, Inc.

+ HoldingEQH

+4.68%

3M Return

V

Viking Global Investors LP

+ HoldingEQH

+3.57%

3M Return

R

Ruane, Cunniff & Goldfarb L.P.

+ HoldingEQH

+2.46%

3M Return

C

Castle Hook Partners LP

+ HoldingEQH

+1.91%

3M Return

A

Aditya Birla Sun Life AMC Limited

+ HoldingEQH

+0.99%

3M Return

Events Timeline

2026-09-02 (ET)

09:30:00

Equitable Launches First Bitcoin-Linked Annuity Option

2026-07-30 (ET)

13:30:00

Corebridge and Equitable Merger Approved by Shareholders

2026-05-20 (ET)

16:20:00

Equitable Holdings Declares Quarterly Cash Dividend of $0.30 per Share

2026-05-12 (ET)

08:40:00

Corebridge and Equitable Holdings Announce Leadership Team Post-Merger

News

EQH FAQ — answered by Alphio AI

Equitable Holdings, Inc. is a financial services holding company comprised of complementary businesses, including Equitable, AllianceBernstein and Equitable Advisors. The Company's segments include Retirement, Asset Management, and Wealth Management. The Retirement segment is a provider of retirement solutions to individual and institutional clients. Its primary offerings include individual and group annuities, retirement savings plans, and institutional savings products, which the Company distributes through both proprietary and third-party distribution. The Asset Management segment provides diversified investment management and related services globally to a range of clients through three main client channels-Institutional, Retail and Private Wealth. The Wealth Management segment offers discretionary and non-discretionary investment advisory accounts, financial planning and advice, life insurance, and annuity products through equitable advisors. It operates in the Financials sector (INSURANCE AGENTS, BROKERS & SERVICE industry).

Equitable Holdings Inc (EQH) appears to be a good buy right now due to its current price of $52.92, which is well below the analyst price target of $65 from Raymond James. Additionally, the forward P/E ratio of 5.82 indicates that the stock is undervalued compared to its earnings potential. The recent hedge fund buying activity has increased by 173.14%, signaling strong institutional interest. However, the main risk is the high debt-to-equity ratio, which stands at 3153.50%, indicating significant leverage that could impact financial stability.

11 analysts cover EQH: 7 rate it Buy, 4 Hold and 0 Sell. The average price target is 61.33.

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This page is for research only and is not investment advice. Models can be wrong. Past performance does not guarantee future results.

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