EQH Equitable Holdings, Inc. Common Stock
NYSE · Financial Services · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 6, 2026EQH Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
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About Equitable Holdings, Inc. Common Stock Company overview from Wikipedia
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 ↗
10-Year Performance Revenue, net income, margins and EPS trends
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.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | EQH | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Pretax Margin (TTM) | -5.7% | · | 11.3% | Weak | |
| Net Profit Margin (TTM) | -8.7% | · | 7.9% | Weak | |
| ROA (TTM) | -0.29% | · | 0.17% | Weak | |
| ROE (TTM) | -508.8% | · | 1.8% | Weak |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | EQH | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Debt / Equity (MRQ) | -4.9 | · | 0.1 | Low debt | |
| Long-Term Debt / Equity (MRQ) | -4.9 | · | · | · |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | EQH | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | -6.1% | · | · | · | |
| Revenue CAGR 3Y | -2.6% | · | · | · | |
| Revenue CAGR 5Y | -1.2% | · | · | · | |
| EPS YoY | 7.9% | · | · | · | |
| Net Income YoY | -0.23% | · | · | · | |
| EPS CAGR 3Y | -2.5% | · | · | · | |
| Net Income CAGR 3Y | -10.0% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | EQH | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue / Employee | ≈$1.5M | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Aug 3, 2026 | $0.30 | USD | ≈2.4% |
| Jun 1, 2026 | $0.30 | USD | ≈2.7% |
| Mar 4, 2026 | $0.27 | USD | ≈2.7% |
| Nov 24, 2025 | $0.27 | USD | ≈2.3% |
| Aug 5, 2025 | $0.27 | USD | ≈2.0% |
| Jun 2, 2025 | $0.27 | USD | ≈1.9% |
| Mar 5, 2025 | $0.24 | USD | ≈1.8% |
| Nov 26, 2024 | $0.24 | USD | ≈1.9% |
| Aug 6, 2024 | $0.24 | USD | ≈2.4% |
| Jun 3, 2024 | $0.24 | USD | ≈2.2% |
| Feb 23, 2024 | $0.22 | USD | ≈2.5% |
| Nov 24, 2023 | $0.22 | USD | ≈2.9% |
| Aug 4, 2023 | $0.22 | USD | ≈2.9% |
| Jun 2, 2023 | $0.22 | USD | ≈3.2% |
| Feb 24, 2023 | $0.20 | USD | ≈2.6% |
| Nov 25, 2022 | $0.20 | USD | ≈2.5% |
| Aug 5, 2022 | $0.20 | USD | ≈2.7% |
| May 26, 2022 | $0.20 | USD | ≈2.4% |
| Feb 25, 2022 | $0.18 | USD | ≈2.2% |
| Nov 26, 2021 | $0.18 | USD | ≈2.2% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| 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
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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) | 298,100,000 | 321,200,000 | 350,100,000 | 377,600,000 | 417,400,000 | 450,400,000 | 493,600,000 | 556,400,000 | 561,000,000 | 561,000,000 | |
| Shares (Diluted) | 298,100,000 | 324,800,000 | 351,600,000 | 379,900,000 | 421,200,000 | 450,400,000 | 493,600,000 | 556,500,000 | 561,000,000 | 561,000,000 |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 283,358,187 | 309,900,248 | 333,877,990 | 365,081,940 | 391,290,224 | 440,776,011 | 463,711,392 | 528,861,758 | 561,000,000 | · |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | 2.4 | 1.5 | 2.5 | 0.0 | 0.0 | 0.0 | 0.0 | · | · | |
| LT Debt / Equity | · | 2.4 | 1.4 | 2.0 | · | · | · | · | · | · |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.1 | · | · |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | -9.9 | 12.8 | 9.7 | 5.3 | 8.2 | -16.4 | -6.9 | 5.0 | · | · | |
| P/S | · | 1.2 | 1.1 | 0.8 | 1.7 | 0.9 | 1.2 | 0.7 | · | · | |
| P/B | · | 9.2 | 4.2 | 6.3 | 1.1 | 0.7 | 0.8 | 0.6 | · | · | |
| P / Tangible Book | · | 9.3 | 4.2 | 7.5 | 1.1 | 0.7 | · | · | · | · | |
| P / Cash Flow | · | 7.3 | -53.5 | -12.3 | -17.0 | -184.9 | -53.2 | 144.2 | · | · | |
| EV / Revenue | · | 0.9 | 0.7 | 0.8 | 1.0 | 0.4 | 0.7 | 0.4 | · | · | |
| 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 | · | · |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.66B | $4.23B | $3.28B | $1.45B | $2.36B | $4.58B | $3.62B | $3.07B | $3.51B | $2.23B | $2.11B | $3.63B | $2.36B | $2.36B | $2.99B | $4.69B | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $57M | · | $55M | $55M | $61M | $51M | $50M | |
| Pretax Income | $-493M | $887M | $344M | $-1.35B | $-363M | $174M | $1.19B | $-11M | $681M | $219M | $-821M | $1.46B | $539M | $-459M | $825M | $1.27B | |
| Income Tax | $-140M | $156M | $33M | $-133M | $-80M | $24M | $179M | $-39M | $116M | $24M | $-228M | $336M | $-293M | $-725M | $177M | $264M | |
| Net Income | $-453M | $621M | $215M | $-1.31B | $-349M | $63M | $892M | $-132M | $428M | $92M | $-702M | $1.05B | $760M | $177M | $594M | $967M | |
| EPS (Basic) | $-1.68 | $2.16 | $0.69 | $-4.47 | $-1.21 | $0.16 | $2.72 | $-0.46 | $1.24 | $0.24 | $-2.06 | $2.98 | $2.07 | $0.45 | $1.55 | $2.48 | |
| EPS (Diluted) | $-1.68 | $2.14 | $0.69 | $-4.47 | $-1.21 | $0.16 | $2.69 | $-0.46 | $1.23 | $0.23 | $-2.06 | $2.97 | $2.06 | $0.45 | $1.54 | $2.47 | |
| Shares (Basic) | 278,300,000 | 281,300,000 | · | 296,200,000 | 303,200,000 | 307,800,000 | · | 318,200,000 | 324,200,000 | 330,200,000 | · | 346,400,000 | 355,200,000 | 361,900,000 | 374,500,000 | 378,900,000 | |
| Shares (Diluted) | 278,300,000 | 283,800,000 | · | 296,200,000 | 303,200,000 | 311,900,000 | · | 318,200,000 | 327,300,000 | 332,700,000 | · | 348,000,000 | 356,100,000 | 364,100,000 | 376,800,000 | 380,600,000 |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $17.18B | $9.90B | $12.46B | $13.60B | $14.96B | $8.16B | $6.96B | $9.58B | $9.68B | $10.36B | · | $6.10B | $7.69B | $5.02B | $4.14B | $5.11B | |
| Total Assets | $334.66B | $310.38B | $317.99B | $314.41B | $303.09B | $287.37B | $295.73B | $298.99B | $287.77B | $285.58B | $276.69B | $260.25B | $269.01B | $261.50B | $245.60B | $253.48B | |
| Short-term Debt | $0 | $0 | $25M | $0 | $0 | $0 | $0 | $0 | $0 | $0 | · | $0 | $0 | $751M | · | · | |
| Total Liabilities | $333.43B | $308.13B | $316.20B | $312.46B | $300.12B | $282.87B | $292.18B | $292.79B | $283.30B | $280.83B | $271.55B | $256.33B | $263.21B | $255.42B | $240.41B | $246.13B | |
| Total Debt | $3.84B | $3.84B | · | $3.83B | $4.33B | $4.33B | · | $3.83B | $3.83B | $3.82B | · | $3.82B | $3.82B | $4.57B | · | · | |
| Common Stock | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | · | $3M | $4M | $4M | $4M | $4M | |
| Paid-in Capital | $1.94B | $1.92B | $1.93B | $1.92B | $1.90B | $2.31B | $2.34B | $2.34B | $2.34B | $2.32B | · | $2.31B | $2.30B | $2.30B | $2.03B | $1.92B | |
| Retained Earnings | $8.23B | $8.78B | $8.37B | $8.36B | $9.87B | $10.45B | $10.63B | $9.98B | $10.32B | $10.11B | $10.25B | $11.16B | $10.32B | $9.81B | $10.84B | $10.72B | |
| Treasury Stock | $5.56B | $5.19B | $5.17B | $5.01B | $4.42B | $4.30B | $4.20B | $4.07B | $3.93B | $3.80B | · | $3.59B | $3.49B | $3.40B | $3.20B | $3.06B | |
| AOCI | $-6.46B | $-6.30B | $-6.28B | $-6.19B | $-7.43B | $-7.57B | $-8.71B | $-6.59B | $-8.64B | $-8.17B | $-7.80B | $-9.80B | $-7.14B | $-6.52B | $-7.88B | $-5.55B | |
| Stockholders' Equity | $-785M | $273M | $-74M | $148M | $1.15B | $2.40B | $1.56B | $3.22B | $1.64B | $2.03B | $2.64B | $1.64B | $3.55B | $3.75B | $3.35B | $5.59B | |
| Liabilities + Equity | $334.66B | $310.38B | $317.99B | $314.41B | $303.09B | $287.37B | $295.73B | $298.99B | $287.77B | $285.58B | $276.69B | $260.25B | $269.01B | $261.50B | $245.60B | $253.48B | |
| Shares Outstanding | 273,083,312 | 281,499,559 | 283,358,187 | 289,208,849 | 301,768,056 | 306,340,799 | 309,900,248 | 315,465,246 | 321,591,488 | 327,616,168 | · | 342,074,647 | 350,240,160 | 359,089,998 | 370,114,999 | 376,922,387 |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $643M | $499M | $-154M | $369M | $341M | $158M | $400M | $683M | $892M | $31M | $-393M | $411M | $361M | $-587M | $513M | $190M | |
| Investing Cash Flow | $-2.16B | $-2.96B | $-2.48B | $-4.77B | $-2.52B | $-1.20B | $-5.54B | $-2.39B | $-5.25B | $-2.68B | $115M | $-2.45B | $-1.09B | $-1.43B | $-2.52B | $-1.58B | |
| Debt Issued | $0 | $0 | $0 | $0 | $0 | $495M | $0 | $0 | $0 | $0 | $0 | $1M | $0 | $496M | $0 | $0 | |
| Net Debt Issued | · | $0 | · | · | · | $495M | · | · | · | $0 | · | · | · | $496M | · | · | |
| Stock Repurchased | $366M | $147M | $277M | $676M | $235M | $262M | $260M | $254M | $247M | $253M | $241M | $238M | $226M | $214M | $200M | $220M | |
| Net Stock Activity | · | $-147M | · | · | · | $-262M | · | · | · | $-253M | · | · | · | $-214M | · | · | |
| Dividends Paid | $83M | $76M | $77M | $81M | $82M | $74M | $75M | $76M | $78M | $73M | $74M | $77M | $78M | $72M | $75M | $75M | |
| Financing Cash Flow | $8.80B | $-96M | $1.49B | $3.05B | $8.94B | $2.23B | $2.55B | $1.58B | $3.36B | $4.95B | $2.39B | $470M | $3.39B | $2.75B | $1.08B | $824M | |
| Net Change in Cash | $7.28B | $-2.56B | $-1.14B | $-1.35B | $6.79B | $1.20B | $-2.62B | $-105M | $-992M | $2.28B | $2.13B | $-1.59B | $2.67B | $742M | $-970M | $-604M |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | -27.3% | 14.7% | · | -90.3% | -14.8% | 1.4% | · | -4.4% | 12.2% | 5.1% | · | 29.4% | 31.9% | 7.5% | 9.1% | 33.4% | |
| Pretax Margin | -29.7% | 21.0% | · | -93.0% | -15.4% | 3.8% | · | -0.46% | 19.4% | 11.1% | · | 40.7% | 22.7% | -19.5% | 13.9% | 43.3% | |
| ROA | -0.14% | 0.21% | · | -0.43% | -0.12% | 0.02% | · | -0.05% | 0.15% | 0.04% | · | 0.42% | 0.29% | 0.07% | 0.10% | 0.64% | |
| ROE | -248.9% | 46.5% | · | -77.7% | -25.0% | 2.8% | · | -5.5% | 16.5% | 3.9% | · | 42.6% | 16.6% | 3.0% | 3.6% | 20.0% |
Liquidity & Solvency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | -4.9 | 14.1 | · | 25.9 | 3.8 | 1.8 | · | 1.2 | 2.3 | 1.9 | · | 2.3 | 1.1 | 1.2 | · | · | |
| LT Debt / Equity | -4.9 | 14.1 | · | 25.9 | 3.8 | 1.8 | · | 1.2 | 2.3 | 1.9 | · | 2.3 | 1.1 | 1.0 | · | · |
Efficiency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $-2.87 | $0.97 | · | $0.51 | $3.81 | $7.84 | · | $10.21 | $5.11 | $6.20 | · | $4.80 | $10.14 | $10.45 | $9.06 | $14.83 | |
| Revenue / Share | $5.96 | $14.90 | · | $4.90 | $7.79 | $14.67 | · | $9.67 | $10.72 | $6.70 | · | $10.41 | $6.68 | $6.47 | $7.99 | $13.58 | |
| Cash Flow / Share | · | $1.76 | · | · | · | $0.51 | · | · | · | $0.09 | · | · | · | $-1.61 | · | · | |
| Cash / Share | $62.92 | $35.18 | · | $47.04 | $49.56 | $26.65 | · | $30.36 | $30.11 | $31.61 | · | $17.82 | $21.96 | $13.97 | $11.18 | $13.55 | |
| Dividend / Share | $0.30 | $0.27 | $0.27 | $0.27 | $0.27 | $0.24 | $0.24 | $0.24 | $0.24 | $0.22 | $0.22 | $0.22 | $0.22 | $0.20 | $0.20 | $0.20 | |
| EPS (TTM) | $-3.32 | $-2.85 | · | $-2.83 | $1.18 | $3.62 | · | $-1.06 | $2.37 | $3.20 | · | $5.61 | $4.18 | $4.59 | $10.95 | $11.00 |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $10.62B | $11.32B | · | $12.00B | $13.63B | $14.77B | · | $10.92B | $11.48B | $10.33B | · | $10.17B | $9.53B | $11.86B | $10.72B | $11.35B | |
| Net Income TTM | $-926M | $-822M | · | $-703M | $474M | $1.25B | · | $-314M | $866M | $1.20B | · | $2.05B | $1.59B | $1.80B | $4.54B | $4.62B | |
| Market Cap | $11.98B | $10.45B | · | $14.69B | $16.93B | $15.96B | · | $13.26B | $13.14B | $12.45B | · | $9.71B | $9.51B | $9.12B | $9.75B | $9.83B | |
| Enterprise Value | $-1.36B | $4.38B | · | $4.92B | $6.30B | $12.12B | · | $7.51B | $7.29B | $5.92B | · | $7.44B | $5.64B | $8.67B | · | · | |
| P/E | -13.2 | -13.0 | · | -17.9 | 47.5 | 14.4 | · | -39.7 | 17.2 | 11.9 | · | 5.1 | 6.5 | 5.5 | 2.4 | 2.4 | |
| P/S | 1.1 | 0.9 | · | 1.2 | 1.2 | 1.1 | · | 1.2 | 1.1 | 1.2 | · | 1.0 | 1.0 | 0.8 | 0.9 | 0.9 | |
| P/B | -15.3 | 38.3 | · | 99.2 | 14.7 | 6.6 | · | 4.1 | 8.0 | 6.1 | · | 5.9 | 2.7 | 2.4 | 2.9 | 1.8 | |
| P / Tangible Book | · | 38.3 | · | 99.2 | 14.7 | 6.6 | · | 4.1 | 8.0 | 6.1 | · | 5.9 | 2.7 | 2.4 | 2.9 | 1.8 | |
| P / Cash Flow | · | 20.9 | · | · | · | 101.0 | · | · | · | 401.7 | · | · | · | -15.5 | · | · | |
| EV / Revenue | -0.1 | 0.4 | · | 0.4 | 0.5 | 0.8 | · | 0.7 | 0.6 | 0.6 | · | 0.7 | 0.6 | 0.7 | · | · | |
| Dividend Yield | 2.6% | 3.0% | · | 2.1% | 1.8% | 1.9% | · | 2.3% | 2.3% | 2.4% | · | 3.1% | 3.1% | 3.2% | 3.0% | 3.0% | |
| Earnings Yield | -7.6% | -7.7% | · | -5.6% | 2.1% | 7.0% | · | -2.5% | 5.8% | 8.4% | · | 19.8% | 15.4% | 18.1% | 41.6% | 42.2% | |
| Payout Ratio | · | 12.2% | · | · | · | 117.5% | · | · | · | 64.0% | · | · | · | 40.7% | · | · | |
| Annual Payout | $317M | $316M | · | $312M | $307M | $303M | · | $301M | $302M | $302M | · | $301M | $299M | $296M | $292M | $291M |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | 2024-03-31 |
|---|---|---|---|---|---|
| Revenue | $11.66B | $12.43B | · | · | · |
| Net Income | $-1.38B | $1.28B | · | · | · |
| Diluted EPS | $-4.83 | $3.69 | · | · | · |
| Metric | 2025-12-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | 2024-03-31 |
|---|---|---|---|---|---|
| Debt / Equity | · | 2.4 | · | · | · |
Not enough fundamentals data to build this statement yet.
Institutional owners (13F) 518 filers · $12.3B total · As of Sept. 30, 2026
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.
| 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 |
Activists & 5%+ owners 2 positions
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
| 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
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
12-Month Price Target
11 analysts · 2026-10-01Mean target $62.09 +18.0%
Peer comparison (GICS sub-industry) Key metrics vs sector peers
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