- ISIN
- US29452E1010
- CUSIP
- 29452E101
- Sector
- Financial Services
- Industry
- Insurance - Diversified
- IPO Date
- May 10, 2018
Highlights
- Market Cap
- $13.01B
- Enterprise Value
- -$114.74B
- EPS (TTM)
- -$4.16
- Total Revenue (TTM)
- $11.32B
- Gross Profit (TTM)
- $6.96B
- EBITDA (TTM)
- -$759.00M
- Year Range
- $35.20 - $55.24
- Target Price
- $59.14
- ROA (TTM)
- -0.26%
- ROE (TTM)
- -301.10%
- Avg. Volume (1M)
- 3M
- Avg. Volume Value (1M)
- $127.00M
Share Price Chart
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Performance
EQH Performance Chart
Equitable Holdings, Inc. (EQH) is up 1.4% since the beginning of the year. At $48 per share, EQH is trading 13.7% below its 52-week high of $55. Investors who bought $1,000 worth of EQH shares 5 years ago would now be looking at an investment worth $1,751.
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Returns By Period
Equitable Holdings, Inc. (EQH) has returned 1.43% so far this year and -2.42% over the past 12 months.
Equitable Holdings, Inc.
- 1D
- -2.52%
- 1M
- 4.47%
- 6M
- 4.16%
- YTD
- 1.43%
- 1Y
- -2.42%
- 3Y*
- 21.03%
- 5Y*
- 11.86%
- 10Y*
- —
- ALL TIME*
- 14.16%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
EQH Monthly Returns History
Based on dividend-adjusted daily data since May 10, 2018, EQH's average daily return is +0.08%, while the average monthly return is +1.53%. At this rate, an investment would double in approximately 3.8 years.
Historically, 56% of months were positive and 44% were negative. The best month was Apr 2020 with a return of +26.8%, while the worst month was Mar 2020 at -32.0%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 4 months.
On a daily basis, EQH closed higher 52% of trading days. The best single day was Mar 24, 2020 with a return of +28.8%, while the worst single day was Mar 9, 2020 at -18.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.62% | -13.32% | -7.09% | 13.72% | -2.01% | 6.89% | 8.59% | 1.43% | |||||
| 2025 | 15.37% | 1.10% | -4.88% | -5.07% | 6.92% | 6.65% | -8.47% | 4.27% | -4.66% | -2.72% | -4.92% | 2.06% | 3.17% |
| 2024 | -1.83% | 5.41% | 11.01% | -2.89% | 12.41% | -0.95% | 6.73% | -1.86% | -1.15% | 7.88% | 6.90% | -2.20% | 45.04% |
| 2023 | 11.74% | -1.40% | -19.19% | 2.36% | -5.58% | 11.66% | 5.63% | 1.16% | -1.42% | -6.41% | 16.38% | 8.50% | 19.63% |
| 2022 | 2.59% | -2.36% | -5.36% | -6.73% | 6.20% | -14.27% | 9.05% | 5.38% | -11.43% | 16.20% | 4.32% | -9.58% | -10.17% |
| 2021 | -3.17% | 19.33% | 10.94% | 4.94% | -6.72% | -4.09% | 1.38% | 1.01% | -4.42% | 13.02% | -5.59% | 4.23% | 31.00% |
Benchmark Metrics
Equitable Holdings, Inc. has an annualized alpha of 0.52%, beta of 1.41, and R2 of 0.50 versus S&P 500 Index. Calculated based on daily prices since May 10, 2018.
- This stock captured 113.83% of S&P 500 Index gains and 110.28% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- R2 of 0.50 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- 0.52%
- Beta
- 1.41
- R²
- 0.50
- Upside Capture
- 113.83%
- Downside Capture
- 110.28%
Return for Risk
Risk / Return Rank
EQH ranks 36 for risk / return — above 36% of stocks peers on PortfoliosLab. Its historical combined result is below the peer median.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Equitable Holdings, Inc. (EQH) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EQH | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.57 | ||
| Sortino ratioReturn per unit of downside risk | -1.96 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.25 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | -0.14 | 2.00 | -2.14 |
| Martin ratioReturn relative to average drawdown | -0.27 | 8.49 | -8.76 |
Dividends
Dividend History
Equitable Holdings, Inc. provided a 2.33% dividend yield over the last twelve months, with an annual payout of $1.11 per share. The company has been increasing its dividends for 7 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.11 | $1.05 | $0.94 | $0.86 | $0.78 | $0.71 | $0.66 | $0.58 | $0.26 |
Dividend yield | 2.33% | 2.20% | 1.99% | 2.58% | 2.72% | 2.17% | 2.58% | 2.34% | 1.56% |
Monthly Dividends
The table displays the monthly dividend distributions for Equitable Holdings, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.30 | $0.00 | $0.57 | |||||
| 2025 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.27 | $0.00 | $0.27 | $0.00 | $0.00 | $0.27 | $0.00 | $1.05 |
| 2024 | $0.00 | $0.22 | $0.00 | $0.00 | $0.00 | $0.24 | $0.00 | $0.24 | $0.00 | $0.00 | $0.24 | $0.00 | $0.94 |
| 2023 | $0.00 | $0.20 | $0.00 | $0.00 | $0.00 | $0.22 | $0.00 | $0.22 | $0.00 | $0.00 | $0.22 | $0.00 | $0.86 |
| 2022 | $0.00 | $0.18 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.78 |
| 2021 | $0.00 | $0.00 | $0.17 | $0.00 | $0.18 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.18 | $0.00 | $0.71 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Equitable Holdings, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Equitable Holdings, Inc. was 61.33%, occurring on Mar 23, 2020. Recovery took 172 trading sessions.
The current Equitable Holdings, Inc. drawdown is 12.87%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-61.33%Mar 2020 | 1mo 1d | 8mo 6d | 9mo 7dFeb 2020 - Nov 2020 | COVID crash2020 |
-35.85%Mar 2026 | 8mo 29d | — | 1y 1moJul 2025 - now | — |
-35.07%May 2023 | 1y 2mo | 7mo 8d | 1y 10moFeb 2022 - Dec 2023 | — |
-34.83%Dec 2018 | 3mo 20d | 4mo 10d | 8moSep 2018 - May 2019 | Rate-hike selloffLate 2018 |
-20.64%Apr 2025 | 1mo 17d | 2mo 19d | 4mo 6dFeb 2025 - Jun 2025 | 2025 selloff2025 |
Drawdown Indicators
| EQH | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.33% | -56.78% | -4.55% |
Max Drawdown (1Y)Largest decline over 1 year | -34.72% | -9.10% | -25.62% |
Max Drawdown (3Y)Largest decline over 3 years | -35.85% | -18.90% | -16.95% |
Max Drawdown (5Y)Largest decline over 5 years | -35.85% | -25.43% | -10.42% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -12.87% | -1.58% | -11.29% |
Average DrawdownAverage peak-to-trough decline | -12.16% | -10.70% | -1.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.67% | 2.14% | +15.53% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Equitable Holdings, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Equitable Holdings, Inc. is priced in the market compared to other companies in the Insurance - Diversified industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for EQH relative to other companies in the Insurance - Diversified industry. Currently, EQH has a P/S ratio of 0.8. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
Income Statement
| TTM | |
|---|---|
Revenue | |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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