EQH Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $52.64
Market Cap (MRQ) $14.38B
P/E (TTM) -15.9
EPS (TTM) $-3.32
Revenue (TTM) $10.62B
ROE (TTM) -508.8%
Debt/Equity (MRQ) -4.9
52W Range $35–$55

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About Equitable Holdings, Inc. Common Stock Company overview from Wikipedia

05 · wikidata

Equitable Holdings, Inc. (formerly The Equitable Life Assurance Society of the United States and AXA Equitable Life Insurance Company, and also known as The Equitable) is an American financial services and insurance company that was founded in 1859 by Henry Baldwin Hyde.

In 1991, French insurance firm AXA acquired majority control of Equitable. In 2004, the company officially changed its name to AXA Equitable Life Insurance Company. In January 2020, it changed its name to Equitable Holdings, Inc. following its spinoff from AXA and the related public offerings beginning in May 2018.

History

The Equitable Life Assurance Society of the United States opened its headquarters at the Equitable Life Building in 1870 in the Financial District of Manhattan, with entrances facing Broadway, Pine Street, and Cedar Street. Aside from Henry Baldwin Hyde, who was president of Equitable, the firm's officers included James Waddell Alexander (vice president); George W. Phillips (actuary), who was Vice President of the Actuarial Society of America; and Samuel Borrowe (secretary), a member of a prominent New York family connected to the Hallett and Alsop families.

Between 1889 and 1891, Equitable built the Palais Equitable at Stock-im-Eisen-Platz, today part of the Stephansplatz, in the Innere Stadt of Vienna, Austria.

James Waddell Alexander was the company president at the time of the Hyde costume ball scandal in 1905. James Hazen Hyde, the son of the founder and a vice president of the company, was falsely accused through a media smear campaign initiated by Alexander and board directors E. H. Harriman, Henry Clay Frick and J.P. Morgan of charging a fabulous $200,000 Versailles-themed affair to the company. The repercussions rocked Wall Street and resulted in an investigation of the entire insurance industry by the New York State Legislature.

After the company's headquarters building burned down in 1912, Equitable erected the Equitable Building on the same site in Manhattan.

As one of the largest insurers of its time, Equitable had close ties to influential industrial magnates. In 1915, T. Coleman du Pont acquired a majority stake in Equitable Life Assurance from J. P. Morgan Jr.

In 1943, during World War II, Equitable began underwriting policies for the War Agencies Employees Protective Association to provide group life insurance to U.S. Government employees working in or around war zones. Through WAEPA, Equitable sold policies to employees of some 40 U.S. agencies, including individuals from the Office of Strategic Services and War Information, which often sent their men behind enemy lines, and air-traveling statesmen and Congressmen. By May 1945, only 24 death claims had been filed (about half the normal peacetime rate for a group plan covering 7,000 workers), allowing the insurer to return roughly 30% of the premiums to WAEPA.

In 1954, following blockbusting in East Palo Alto, Equitable pursued a policy forbidding issuing mortgages to white families in integrated communities in order to make receiving government-insured mortgages more difficult in racially heterogeneous areas. This decision helped facilitate white flight and the resulting demographic shift of East Palo Alto.

In 1985, the Equitable Life Assurance Society of the United States, then the third largest life insurance company in the country, formed Equitable Real Estate Investment Management, a subsidiary used by Equitable Life to develop and finance new real estate projects and manage the US$20 billion worth of real estate under Equitable's control.

In December 1990, Equitable announced its decision to demutualize under New York's liberalizing laws. This was intended to enable Equitable to increase and diversify its asset base.

AXA acquisition

On July 18, 1991, AXA Group of France bought a $1 billion stake in Equitable Life Assurance Society, for a 49% stake in the business. This enabled Equitable to set aside $500 million for losses in its real estate and junk bond portfolios. There had been rumors that Equitable was nearing a bankruptcy filing prior to the AXA Group infusion of capital.

The investment by AXA Group significantly altered the trajectory of both companies. By 1997, the assets of the U.S. operation, the Equitable Insurance Group, had reached nearly a quarter of a trillion dollars, and by 2003, AXA Equitable Insurance Company was the leading carrier in the world with more than 50 million clients, in more than 50 countries, and with nearly a trillion dollars in client assets.

By 2018, AXA, facing tougher European solvency laws, decided to re-balance its operations from life and annuities and towards property and casualty – from financial risks to insurance risks. As a result, the company decided to begin the process to spin off the U.S. operations, the old Equitable Life Assurance company. In its filing, AXA noted that once the IPO took place, there would be four separate companies created: AXA Equitable Life Insurance Company, AXA Distribution Holding Corp., EQ AZ Life Re Company, and MONY Life Insurance Company of America.

Equitable Holdings

In May 2018, AXA announced the successful completion of the IPO of AXA Equitable Holdings, raising $2.75 billion on the sale of 24.5% of the outstanding shares. Additionally, the company announced an issuance of $750 million of bonds mandatorily exchangeable into shares of AXA Equitable Holdings stock. And finally, $502 million of options were exercised, bringing the total to $4.02 billion in proceeds to AXA.

On March 25, 2019, AXA announced the successful completion of a secondary common stock offering of 40 million shares of AXA Equitable Holdings, Inc. (ticker EQH), bringing down their ownership stake from approximately 60% to 48.3% and raising net proceeds of $1.5 billion.

On November 7, 2019, AXA announced the sale of its remaining stake in AXA Equitable Holdings (EQH), selling 144 million shares of common stock to Goldman Sachs, which was the sole underwriter for the public offering of the shares. The expected close date was stated by the company at the time as November 13, 2019. This brought to a close a long and largely successful chapter in Equitable's history – the end of the AXA Group ownership of the company.

On January 14, 2020, Equitable unveiled its new branding. In addition to an operating name change, the refreshed brand included a new logo, representative of the Greek goddess Athena, which has been a consistent element of the company’s 160-year-old visual identity.

In March 2026, Equitable Holdings announced a merger with Corebridge Financial through a all-stock merger worth $22 billion, which would create a combined company with $1.5 trillion in assets under management and over 12 million clients.

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

sectorFinancial Services industryFinancial Services employees8,000 countryUS

10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$11.66B
2020-12-31 → 2025-12-31
EPS$-4.83
2020-12-31 → 2025-12-31
Net margin-8.7%
2020-12-31 → 2024-12-31
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend EQH 5Y avg Peer Median Verdict
P/E (TTM) -15.9 · · ·
P/S (TTM) 1.4 · 1.1 Fair value
P/B (MRQ) -18.3 · · ·
Price / Tangible Book 9.3 · · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13
Annualized Payout≈$1.20Paid quarterly
5Y Div CAGR≈9.7%Per share, split-adjusted
Growth Streak≈6Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Aug 3, 2026$0.30USD≈2.4%
Jun 1, 2026$0.30USD≈2.7%
Mar 4, 2026$0.27USD≈2.7%
Nov 24, 2025$0.27USD≈2.3%
Aug 5, 2025$0.27USD≈2.0%
Jun 2, 2025$0.27USD≈1.9%
Mar 5, 2025$0.24USD≈1.8%
Nov 26, 2024$0.24USD≈1.9%
Aug 6, 2024$0.24USD≈2.4%
Jun 3, 2024$0.24USD≈2.2%
Feb 23, 2024$0.22USD≈2.5%
Nov 24, 2023$0.22USD≈2.9%
Aug 4, 2023$0.22USD≈2.9%
Jun 2, 2023$0.22USD≈3.2%
Feb 24, 2023$0.20USD≈2.6%
Nov 25, 2022$0.20USD≈2.5%
Aug 5, 2022$0.20USD≈2.7%
May 26, 2022$0.20USD≈2.4%
Feb 25, 2022$0.18USD≈2.2%
Nov 26, 2021$0.18USD≈2.2%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14
Avg Surprise -6.4%
Next Report Nov 02, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Aug 3, 2026 $1.70 $1.68 1.4%
March 31, 2026 $1.62 $1.63 -0.36%
Dec. 31, 2025 $1.73 $1.77 -2.4%
Sept. 30, 2025 $1.48 $1.63 -9.2%
June 30, 2025 $1.10 $1.30 -15.3%
March 31, 2025 $1.30 $1.49 -12.6%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

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Income Statement 10
Metric Trend 2025202420232022202120202019201820172016
Revenue $11.66B$12.43B$10.46B$12.64B$7.61B$12.41B$9.62B$12.07B$12.43B$11.76B
Interest Expense ··$228M$201M$244M$200M$221M$231M$160M$174M
Interest Income ····$3.92B$3.55B$3.77B$2.77B$3.15B$2.74B
Pretax Income $-1.19B$2.08B$714M$2.98B$2.61B$-1.09B$-2.06B$2.49B$1.24B$2.03B
Income Tax $-156M$280M$-910M$594M$439M$-744M$-593M$301M$42M$378M
Net Income $-1.38B$1.28B$1.28B$2.14B$1.75B$-648M$-1.76B$1.85B$778M$1.25B
EPS (Basic) $-4.83$3.74$3.44$5.46$4.02$-1.56$-3.57$3.33$1.39$2.24
EPS (Diluted) $-4.83$3.69$3.42$5.42$3.98$-1.56$-3.57$3.33$1.39$2.24
Shares (Basic) 298,100,000321,200,000350,100,000377,600,000417,400,000450,400,000493,600,000556,400,000561,000,000561,000,000
Shares (Diluted) 298,100,000324,800,000351,600,000379,900,000421,200,000450,400,000493,600,000556,500,000561,000,000561,000,000
Balance Sheet 15
Metric Trend 2025202420232022202120202019201820172016
Cash & Equivalents $12.46B$6.96B$8.24B$4.28B$5.19B$6.18B$4.41B$4.47B$4.81B$5.65B
Goodwill ·······$4.57B$4.57B$4.94B
Total Assets $317.99B$295.73B$276.69B$252.70B$292.26B$275.40B$249.82B$220.78B$235.62B·
Short-term Debt $25M$0$254M$759M$92M$0$0$546M$1.86B·
Deferred Tax ····$0$749M$528M$35M··
Total Liabilities $316.20B$292.18B$271.55B$249.11B$278.70B$258.08B$234.41B$205.22B$218.47B·
Total Debt ·$3.83B$4.07B$4.08B$92M$0$0$546M··
Common Stock $5M$5M$5M$4M$4M$5M$5M$5M$5M$5M
Paid-in Capital $1.93B$2.34B$2.33B$2.30B$1.92B$1.99B$1.92B$1.91B$1.30B·
Retained Earnings $8.37B$10.63B$10.25B$9.82B$8.88B$10.70B$11.74B$13.94B$12.22B·
Treasury Stock $5.17B$4.20B$3.71B$3.30B$2.85B$2.25B$1.83B$640M$0·
AOCI $-6.28B$-8.71B$-7.80B$-8.99B$2.00B$3.86B$844M$-1.41B$-108M·
Stockholders' Equity $-74M$1.56B$2.64B$1.40B$11.52B$15.58B$13.46B$13.80B$13.42B·
Liabilities + Equity $317.99B$295.73B$276.69B$252.70B$292.26B$275.40B$249.82B$220.78B$235.62B·
Shares Outstanding 283,358,187309,900,248333,877,990365,081,940391,290,224440,776,011463,711,392528,861,758561,000,000·
Cash Flow 12
Metric Trend 2025202420232022202120202019201820172016
D&A ······$675M$296M$386M·
Deferred Tax $-1.05B$138M$-939M$593M$310M$-749M$-664M$809M$168M$209M
Operating Cash Flow $714M$2.01B$-208M$-250M$-193M$-61M$-216M$61M$-243M$-236M
Investing Cash Flow $-10.97B$-15.86B$-4.85B$-7.49B$-12.69B$-7.82B$-8.50B$-2.05B$-9.69B$-5.77B
Debt Issued $495M$0$497M$0$0$0$0$4.06B$0$0
Net Debt Issued ·$0$497M··$0$-300M$4.06B··
Stock Repurchased $1.45B$1.01B$919M$849M$1.64B$430M$1.35B$648M$0$0
Net Stock Activity ·$-1.01B$-919M$-849M$-1.64B$-430M$-1.30B$-648M··
Dividends Paid $314M$302M$301M$294M$296M$297M$285M$157M$0$0
Financing Cash Flow $15.72B$12.44B$9.00B$7.04B$11.95B$9.67B$8.71B$1.66B$9.07B$5.11B
Net Change in Cash $5.50B$-1.43B$3.96B$-748M$-952M$1.81B$1M$-345M$-840M$-903M
Taxes Paid $576M$-38M$265M$89M$305M$-173M$-506M$57M$31M$31M
Profitability 4
Metric Trend 2025202420232022202120202019201820172016
Net Margin ·10.5%12.4%12.7%-4.0%-5.2%-18.1%15.1%··
Pretax Margin ·17.0%7.0%18.0%-1.5%-8.8%-21.2%20.4%··
ROA ·0.44%0.49%0.65%-0.15%-0.24%-0.74%0.81%··
ROE ·54.6%64.3%27.1%-3.2%-3.9%-12.7%13.4%··
Liquidity & Solvency 2
Metric Trend 2025202420232022202120202019201820172016
Debt / Equity ·2.41.52.50.00.00.00.0··
LT Debt / Equity ·2.41.42.0······
Efficiency 1
Metric Trend 2025202420232022202120202019201820172016
Asset Turnover ·0.00.00.10.00.00.00.1··
Per Share 6
Metric Trend 2025202420232022202120202019201820172016
Book Value / Share ·$5.11$7.93$4.54$29.44$35.34$29.19$26.22··
Revenue / Share ·$38.29$29.94$36.90$26.44$27.56$19.43$21.70··
Cash Flow / Share ·$6.18$-0.59$-2.24$-1.81$-0.14$-0.44$0.11··
Cash / Share ·$22.47$24.68$11.73$13.26$14.02$9.50$8.45··
Dividend / Share $1.05$0.94$0.86$0.78$0.71$0.66$0.58$0.26$0.00·
EPS (TTM) $-4.83$3.69$3.42$5.42$3.98$-1.56$-3.57$3.33··
Growth Rates 8
Metric Trend 2025202420232022202120202019201820172016
Revenue YoY -6.1%18.8%-17.3%66.1%-38.7%·····
Revenue CAGR 3Y -2.6%17.7%-5.5%·······
Revenue CAGR 5Y -1.2%·········
EPS YoY ·7.9%-37.4%37.2%······
EPS CAGR 3Y ·-2.5%········
Net Income YoY ·-0.23%-40.4%22.7%······
Net Income CAGR 3Y ·-10.0%········
Dividends Paid CAGR 5Y 1.1%·········
Valuation (TTM) 14
Metric Trend 2025202420232022202120202019201820172016
Revenue TTM $11.66B$12.43B$10.46B$12.64B$7.61B$12.41B$9.62B$12.07B··
Net Income TTM $-1.38B$1.28B$1.28B$2.14B$1.75B$-648M$-1.76B$1.85B··
Market Cap ·$14.62B$11.12B$10.48B$12.83B$11.28B$11.49B$8.79B··
Enterprise Value ·$11.49B$6.95B$10.28B$7.73B$5.10B$7.09B$4.87B··
P/E -9.912.89.75.38.2-16.4-6.95.0··
P/S ·1.21.10.81.70.91.20.7··
P/B ·9.24.26.31.10.70.80.6··
P / Tangible Book ·9.34.27.51.10.7····
P / Cash Flow ·7.3-53.5-12.3-17.0-184.9-53.2144.2··
EV / Revenue ·0.90.70.81.00.40.70.4··
Dividend Yield ·2.1%2.7%2.8%2.3%2.6%2.5%1.8%··
Earnings Yield -10.1%7.8%10.3%18.9%12.1%-6.1%-14.4%20.0%··
Payout Ratio ·23.1%23.1%16.5%-67.4%-45.8%-16.4%8.6%··
Annual Payout $314M$302M$301M$294M$296M$297M$285M$157M··

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16
Metric 2025-12-312024-12-312024-09-302024-06-302024-03-31
Revenue $11.66B $12.43B · · ·
Net Income $-1.38B $1.28B · · ·
Diluted EPS $-4.83 $3.69 · · ·

Institutional owners (13F) 518 filers · $12.3B total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 518
Value held $12.3B
New positions 64
Exited positions 120
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
64 (-41 vs prior Q) 120 (+37 vs prior Q) 143 (-40 vs prior Q) 209 (+8 vs prior Q) +6.9M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
VANGUARD GROUP INC $1,459,668,407 30,633,125 11.86% Shares
BlackRock, Inc. $1,136,305,038 25,895,739 9.23% Shares
NORGES BANK $804,175,026 18,326,687 6.53% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $589,922,325 13,443,991 4.79% Shares
VANGUARD CAPITAL MANAGEMENT LLC $557,420,497 12,703,293 4.53% Shares
HARRIS ASSOCIATES L P $416,378,933 9,489,037 3.38% Shares
STATE STREET CORP $411,958,428 9,388,296 3.35% Shares
CANADA PENSION PLAN INVESTMENT BOARD $399,575,800 9,106,103 3.25% Shares
WELLINGTON MANAGEMENT GROUP LLP $385,485,185 8,784,986 3.13% Shares
Capital International Investors $369,251,911 8,415,039 3.00% Shares
PZENA INVESTMENT MANAGEMENT LLC $244,051,960 5,561,804 1.98% Shares
GEODE CAPITAL MANAGEMENT, LLC $238,783,098 5,440,336 1.94% Shares
VIKING GLOBAL INVESTORS LP $236,903,556 5,398,896 1.92% Shares
THORNBURG INVESTMENT MANAGEMENT INC $225,645,748 5,142,337 1.83% Shares
BANK OF MONTREAL /CAN/ $212,456,501 4,841,762 1.73% Shares
Diamond Hill Capital Management, LLC (Investment Advisor) $208,145,614 4,743,519 1.69% Shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $186,954,283 4,234,561 1.52% Shares
Conifer Management, L.L.C. $184,296,000 4,200,000 1.50% Shares
DIMENSIONAL FUND ADVISORS LP $169,624,894 3,865,401 1.38% Shares
Castle Hook Partners LP $157,947,771 3,599,539 1.28% Shares
MORGAN STANLEY $146,879,086 3,347,289 1.19% Shares
NORTHERN TRUST CORP $143,120,457 3,261,633 1.16% Shares
Invesco Ltd. $134,216,152 3,058,709 1.09% Shares
FMR LLC $133,462,486 3,041,533 1.08% Shares
MARSHALL WACE, LLP $121,953,007 2,779,239 0.99% Shares
GOLDMAN SACHS GROUP INC $116,566,632 2,656,487 0.95% Shares
Nuveen, LLC $102,701,535 2,340,509 0.83% Shares
TCW GROUP INC $100,312,197 2,286,057 0.81% Shares
JANE STREET GROUP, LLC $99,318,430 2,263,410 0.81% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $94,026,240 2,142,804 0.76% Shares
Bank of New York Mellon Corp $93,471,972 2,130,173 0.76% Shares
D. E. Shaw & Co., Inc. $89,255,343 2,034,078 0.72% Shares
PRINCIPAL FINANCIAL GROUP INC $87,917,960 2,003,499 0.71% Shares
ALGEBRIS (UK) LTD $85,645,508 1,957,978 0.70% Shares
VANGUARD FIDUCIARY TRUST CO $79,273,125 1,806,589 0.64% Shares
UBS Group AG $78,608,123 1,791,434 0.64% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $76,516,443 2,061,882 0.62% Shares
NORDEA INVESTMENT MANAGEMENT AB $64,810,983 1,480,717 0.53% Shares
CITADEL ADVISORS LLC $60,523,421 1,379,294 0.49% Shares
Alyeska Investment Group, L.P. $59,923,669 1,365,626 0.49% Shares
Qube Research & Technologies Ltd $57,899,397 1,319,494 0.47% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $51,473,390 1,173,049 0.42% Shares
ADAGE CAPITAL PARTNERS GP, L.L.C. $50,462,000 1,150,000 0.41% Shares
Woodline Partners LP $47,424,626 1,080,780 0.39% Shares
CI INVESTMENTS INC. $41,675,469 949,760 0.34% Shares
BANK OF AMERICA CORP /DE/ $41,369,285 942,782 0.34% Shares
LAZARD ASSET MANAGEMENT LLC $38,797,687 884,177 0.32% Shares
RENAISSANCE TECHNOLOGIES LLC $35,977,212 819,900 0.29% Shares
BRUNI J V & CO /CO $33,652,845 766,929 0.27% Shares
RHUMBLINE ADVISERS $33,448,952 762,284 0.27% Shares

Show all 518 institutional owners →

Activists & 5%+ owners 2 positions

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Equitable Holdings, Inc., Alpha Units Holdings, Inc., Alpha Units Holdings II, Inc. ×7 filings July 14, 2025 68.17% Amendment · SEC
AXA S.A., AXA Assurances I.A.R.D. Mutuelle, AXA Assurances Vie Mutuelle, AXA Equitable Holdings, Inc., Alpha Units Holdings, Inc., AXA-IM HOLDING U.S. INC., AXA Equitable Financial Services, LLC, MONY Life Insurance Company of America ×4 filings March 25, 2019 · Initial filing Capital structure SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 25 insiders · 13 officers · 12 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Mark Pearson President and CEO Aug. 10, 2026 A 754,761 0 15 $-17,825,417
Robin M Raju Chief Financial Officer Aug. 10, 2026 A 186,501 0 0 $0
Anders Malmstrom Senior EVP & CFO March 22, 2021 F 118,789 0 0 $0
Nick Lane Reporting person's title is President of Equitable Financial. Sept. 4, 2026 S 110,007 0 14 $-6,002,232
Jeffrey J Hurd Chief Operating Officer Aug. 17, 2026 M 65,019 0 25 $-5,141,043
Kurt Meyers Chief Legal Officer, Secretary Aug. 10, 2026 A 35,286 0 0 $0
Seth P Bernstein Reporting person's title is Head of Asset Management Aug. 10, 2026 A 55,970 0 0 $0
William James Eckert IV Chief Accounting Officer Aug. 10, 2026 A 8,467 0 4 $-822,788
Jose Ramon Gonzalez Chief Legal Officer Aug. 12, 2025 A 88,556 0 0 $0
Dave S. Hattem SEVP & Chief Legal Officer March 15, 2021 S 63,255 0 0 $0
Kermitt Brooks Senior EVP March 16, 2020 A 15,392 0 0 $0
Andrea Nitzan SVP, CAO and Controller June 11, 2018 A 8,260 0 0 $0
Brian Winikoff Senior Executive Vice President and Head of U.S. Life, Retirement and Wealth Management June 11, 2018 A 29,302 0 0 $0
Bertram L Scott Director Sept. 21, 2026 S 23,685 0 3 $-327,547
Craig C Mackay Director Sept. 17, 2026 S 16,999 0 2 $-221,552
Arlene Isaacs-Lowe Director Sept. 4, 2026 S 19,763 0 1 $-52,820
Charles G.T. Stonehill Director Aug. 6, 2026 S 34,357 0 1 $-386,550
Francis Hondal Director May 20, 2026 A 30,331 12 0 $45,898
George Stansfield Director May 20, 2026 A 43,227 0 0 $0
Douglas A. Dachille Director May 20, 2026 A 7,793 0 0 $0
Daniel G Kaye Director May 20, 2026 A 60,086 0 0 $0
Joan M Lammtennant Director May 20, 2026 A 54,788 0 0 $0
Kristi Ann Matus Director March 24, 2023 S 0 0 0 $0
Ramon De Oliveira Director May 20, 2021 A 56,695 0 0 $0
AXA 10% owner Dec. 10, 2019 S 44,162,500 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 82 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
MNA · New York Life Investments ETF Trust 2.77% 146,010 NS July 31, 2026 N-PORT
JMID · Janus Detroit Street Trust 1.88% 9,311 NS July 31, 2026 N-PORT
PGF · Invesco Exchange-Traded Fund Trust 1.54% 554,822 Oct. 1, 2026 Daily
IIGD · Invesco Exchange-Traded Self-Indexe… 1.16% 310,000 Oct. 1, 2026 Daily
PGX · Invesco Exchange-Traded Fund Trust … 0.76% 1,628,353 Oct. 1, 2026 Daily
GSY · Invesco Actively Managed Exchange-T… 0.75% 29,557,000 Oct. 1, 2026 Daily
IQSM · New York Life Investments ETF Trust 0.53% 36,960 NS July 31, 2026 N-PORT
RWK · Invesco Exchange-Traded Fund Trust … 0.48% 118,286 SH Oct. 1, 2026 Daily
PTMC · Pacer Funds Trust 0.38% 30,928 NS July 31, 2026 N-PORT
PFF · iShares Trust 0.37% 2,691,178 SH Sept. 11, 2026 Daily
IVOV · VANGUARD ADMIRAL FUNDS 0.37% 125,734 SH Aug. 19, 2026 Daily
IVOO · VANGUARD ADMIRAL FUNDS 0.34% 454,860 SH Aug. 19, 2026 Daily
ESML · iShares Trust 0.34% 178,533 SH Sept. 11, 2026 Daily
BKMC · BNY Mellon ETF Trust 0.33% 44,237 NS July 31, 2026 N-PORT
IVOG · VANGUARD ADMIRAL FUNDS 0.31% 133,334 SH Aug. 19, 2026 Daily
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0.29% 122,762 NS July 31, 2026 N-PORT
MIDU · Direxion Shares ETF Trust 0.29% 4,135 NS July 31, 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0.26% 4,099,670 SH Aug. 19, 2026 Daily
PFIG · Invesco Exchange-Traded Fund Trust … 0.24% 305,000 Oct. 1, 2026 Daily
IWP · iShares Trust 0.23% 846,070 SH Sept. 11, 2026 Daily
IYF · iShares Trust 0.21% 178,521 SH Sept. 11, 2026 Daily
IYG · iShares Trust 0.19% 80,205 SH Sept. 11, 2026 Daily
SMMD · iShares Trust 0.18% 128,797 SH Sept. 11, 2026 Daily
VRP · Invesco Exchange-Traded Fund Trust … 0.17% 5,253,000 Oct. 1, 2026 Daily
VB · VANGUARD INDEX FUNDS 0.15% 6,458,916 SH Aug. 19, 2026 Daily
FNCL · FIDELITY COVINGTON TRUST 0.15% 74,045 NS July 31, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0.14% 3,230,157 SH Aug. 19, 2026 Daily
VFH · VANGUARD WORLD FUND 0.14% 458,669 SH Aug. 19, 2026 Daily
WSML · iShares Trust 0.14% 17,101 SH Sept. 11, 2026 Daily
TILT · FlexShares Trust 0.13% 58,144 NS July 31, 2026 N-PORT
IWR · iShares Trust 0.10% 1,056,019 SH Sept. 11, 2026 Daily
DGRO · iShares Trust 0.07% 598,720 SH Sept. 11, 2026 Daily
EQAL · Invesco Exchange-Traded Fund Trust … 0.06% 10,002 SH Oct. 1, 2026 Daily
IWS · iShares Trust 0.06% 179,360 SH Sept. 11, 2026 Daily
DFSU · Dimensional ETF Trust 0.06% 29,190 NS July 31, 2026 N-PORT
DFAC · Dimensional ETF Trust 0.05% 518,302 NS July 31, 2026 N-PORT
VYM · VANGUARD WHITEHALL FUNDS 0.05% 1,117,014 SH Aug. 19, 2026 Daily
DSI · iShares Trust 0.04% 41,719 SH Sept. 11, 2026 Daily
DUHP · Dimensional ETF Trust 0.04% 100,553 NS July 31, 2026 N-PORT
DCOR · Dimensional ETF Trust 0.04% 27,250 NS July 31, 2026 N-PORT
PRF · Invesco Exchange-Traded Fund Trust 0.03% 66,379 SH Oct. 1, 2026 Daily
IWF · iShares Trust 0.02% 580,473 SH Sept. 11, 2026 Daily
IWB · iShares Trust 0.02% 196,711 SH Sept. 11, 2026 Daily
DFAU · Dimensional ETF Trust 0.02% 55,271 NS July 31, 2026 N-PORT
IYY · iShares Trust 0.02% 12,090 SH Sept. 11, 2026 Daily
IWV · iShares Trust 0.02% 77,707 SH Sept. 11, 2026 Daily
VTI · VANGUARD INDEX FUNDS 0.02% 8,938,320 SH Aug. 19, 2026 Daily
VONE · VANGUARD SCOTTSDALE FUNDS 0.02% 45,921 SH Aug. 19, 2026 Daily
VONV · VANGUARD SCOTTSDALE FUNDS 0.02% 78,310 SH Aug. 19, 2026 Daily
VONG · VANGUARD SCOTTSDALE FUNDS 0.02% 238,708 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.02% 23,595 SH Aug. 19, 2026 Daily
DXUV · Dimensional ETF Trust 0.02% 2,308 NS July 31, 2026 N-PORT
ESGV · VANGUARD WORLD FUND 0.02% 63,227 SH Aug. 19, 2026 Daily
DFUS · Dimensional ETF Trust 0.02% 87,074 NS July 31, 2026 N-PORT
ITOT · iShares Trust 0.02% 325,592 SH Sept. 11, 2026 Daily
IWD · iShares Trust 0.02% 278,651 SH Sept. 11, 2026 Daily
IUSV · iShares Trust 0.02% 81,516 SH Sept. 11, 2026 Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.01% 247,565 SH Aug. 19, 2026 Daily
IUSG · iShares Trust 0.01% 62,070 SH Sept. 11, 2026 Daily
FHEQ · Fidelity Greenwood Street Trust 0.01% 1,904 NS July 31, 2026 N-PORT
FYEE · Fidelity Greenwood Street Trust 0.01% 436 NS July 31, 2026 N-PORT
FBUF · Fidelity Greenwood Street Trust 0.01% 47 NS July 31, 2026 N-PORT
DFAS · Dimensional ETF Trust 0.01% 25,171 NS July 31, 2026 N-PORT
GTOS · Invesco Actively Managed Exchange-T… 0.00% 3,000 Sept. 30, 2026 Daily
BIV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BLV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BSV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BND · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
VUSB · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
VSDB · VANGUARD MALVERN FUNDS · · July 15, 2026 Daily
VCSH · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
VCIT · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
VCLT · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
VTC · VANGUARD SCOTTSDALE FUNDS · · July 30, 2026 Daily
BNDW · VANGUARD SCOTTSDALE FUNDS · · July 30, 2026 Daily
IJH · iShares Trust · 9,431,702 SH Sept. 11, 2026 Daily
IJK · iShares Trust · 780,475 SH Sept. 10, 2026 Daily
IJJ · iShares Trust · 724,048 SH Aug. 25, 2026 Daily
XJH · iShares Trust · 35,007 SH Sept. 8, 2026 Daily
VCEB · VANGUARD WORLD FUND · · July 30, 2026 Daily
ISCB · iShares Trust · 12,003 SH Sept. 11, 2026 Daily
ISCV · iShares Trust · 60,277 SH Sept. 11, 2026 Daily

EQH Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 18 analysts BUY
Median target $62.00 +17.8%
4 22.2% Strong Buy
12 66.7% Buy
2 11.1% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

11 analysts · 2026-10-01

Mean target $62.09 +18.0%

Now Current price $52.64
Low$52.00 Mean$62.09 High$68.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
EQH · -9.9 -6.1% · · ·
APO $83.81B 26.1 22.7% 10.9% 17.2% ·
CRBG · -44.4 -1.2% · · ·
JXN $7.13B -444.4 104.3% 0.40% 0.27% ·
VOYA $6.99B 11.8 1.7% 8.0% 14.6% ·
ALRS $572M 33.1 1.1% 7.8% 3.3% ·
SOR · · · · · ·
NEWT · · · · · ·

Latest News Recent headlines mentioning this company

23

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

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Source: SEC 10-Q filed Aug 6, 2026