EQH-PA — Equitable Holdings, Inc.

NYSE · Financials · Insurance · CIK 1333986 ·
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ADV30
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Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through six segments: Individual Retirement, Group Retirement, Asset Management, Protection Solutions, Wealth Management, and Legacy. The Individual Retirement variable annuity products, including structured capital strategies, retirement cornerstone, and investment edge primarily to affluent and high net worth individuals. The Group Retirement provides tax-deferred investment and retirement services or products to plans sponsored by educational entities, municipalities, and not-for-profit entities, as well as small and medium-sized businesses. It offers guaranteed and structured investment option, and personal income benefit variable annuity products and open architecture mutual fund platform. The Asset Management segment offers investment management and related services to various clients through institutions, retail, and private wealth management. The Protection Solutions segment provides life insurance products, such as VUL and COLI insurance, IUL insurance, and term life; and employee benefits business which includes group life, supplemental life, dental, vision, short-term disability, long-term disability, critical illness, accident and hospital indemnity insurance products to small and medium-sized businesses. The Wealth Management segment offers discretionary and non-discretionary investment advisory accounts, financial planning and advice, life insurance, and annuity products. The Legacy segment consists of the capital intensive fixed-rate GMxB business that includes ROP death benefits. The company was formerly known as AXA Equitable Holdings, Inc. and changed its name to Equitable Holdings, Inc. in January 2020. Equitable Holdings, Inc. was founded in 1859 and is based in New York, New York.

Quarterly Fundamentals

Revenues vs Net Income (last 4 Q)

Assets vs Liabilities (last 4 Q)

PeriodRevenuesGrossProfit OpIncomeNetIncomeAssets CashLiabilities
Mar 2026 4,230,000,000 621,000,000 310,382,000,000 9,904,000,000 308,132,000,000
Dec 2025 3,277,000,000 215,000,000 317,990,000,000 12,462,000,000 316,202,000,000
Sep 2025 1,450,000,000 -1,309,000,000 314,409,000,000 13,604,000,000 312,461,000,000
Jun 2025 2,362,000,000 -349,000,000 303,088,000,000 14,957,000,000 300,125,000,000

Cashflow TTM (yfinance, fills SEC gap)

Operating CF
$1,055,000,000
Investing CF
$-12,724,000,000
Financing CF
$13,392,000,000
CapEx
$-59,000,000
Dividends Paid
$-377,000,000
Buybacks
$-1,784,000,000
EPS Diluted TTM
As of
2026-05-10

Balance + Analyst (yfinance extras)

Retained Earnings
$8,775,000,000
Inventory
Receivables
$25,167,000,000
ST Investments
$31,168,000,000
EBIT TTM
$-249,000,000
Pretax Income TTM
$-480,000,000
Interest Exp TTM
$231,000,000
Analysts

Yahoo Snapshot (yfinance, live)

Total Revenue
$11,324,000,256
EBITDA
$604,000,000
Free Cash Flow
$-9,287,000,064
Enterprise Value
$3,906,997,760
Total Cash
$11,847,999,488
Total Debt
$7,225,999,872
Shares Out
Trailing EPS
$3.80
Book Value
$-2.82
ROE
-13.5%
ROA
-0.1%
Div Yield
6.74%

Annual Trend (SEC EDGAR, last 4y)

Revenues vs Net Income (last 4y)

FY endRevenuesOpIncome NetIncomeAssetsLiabilities EquityOCF
Dec 2025 11,665,000,000 -1,380,000,000 317,990,000,000 316,202,000,000 714,000,000
Dec 2024 12,425,000,000 1,280,000,000 295,727,000,000 292,179,000,000 2,006,000,000
Dec 2023 10,460,000,000 1,283,000,000 276,814,000,000 271,656,000,000 -208,000,000
Dec 2022 12,644,000,000 2,153,000,000 252,702,000,000 249,106,000,000 -250,000,000

TTM Snapshot

Revenues TTM
$13,160,000,000
NetIncome TTM
$592,000,000
OpCashFlow TTM
$0
Assets (Latest)
$298,841,000,000
Forward EPS

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News headlines (Yahoo Finance, 1h cache)

A Look At Equitable Holdings (EQH) Valuation As Mixed Returns Meet Conflicting Fair Value Signals
2026-05-25 05:07 · Yahoo
This Auto Retailer Repurchased $72 Million of Stock. One Fund Added $65 Million More
2026-05-22 15:40 · Yahoo
What to Know About a $38 Million Bet on monday.com Amid a 75% Stock Drop
2026-05-22 15:34 · Yahoo
3 Stocks Under $50 with Warning Signs
2026-05-21 20:44 · Yahoo
Equitable Holdings Raises Dividend 11% Amid Strong Cash Flow Growth
2026-05-21 15:17 · Yahoo
How The Story On Equitable Holdings (EQH) Is Shifting With Merger And Mixed Analyst Calls
2026-05-21 11:12 · Yahoo
Equitable Holdings Increases Common Stock Dividend and Declares Preferred Stock Dividends
2026-05-20 20:15 · Yahoo
5 Must-Read Analyst Questions From Equitable Holdings’s Q1 Earnings Call
2026-05-13 13:40 · Yahoo
Corebridge Financial and Equitable Holdings Announce Leadership Team for Combined Company
2026-05-12 12:30 · Yahoo
Equitable Q1 Earnings Call Highlights
2026-05-06 11:09 · Yahoo

Recent Insider Activity

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