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    Asset Management
Equitable Holdings, Inc.

Equitable Holdings, Inc.

EQH-PA
Equitable Holdings, Inc.US flagNew York Stock Exchange
17.60
USD
-0.20
- -
12.74BMarket Cap
Equitable Holdings, Inc.
EQH-PA
(New York Stock Exchange)

Recent

price

17.60

P/E

ratio

- -

div

yld

- -

ROIC.AI

2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
TTM
FRC
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Revenue per Share
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Basic EPS, GAAP
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Free Cash Flow per Basic Share
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Dividend per Share
- -
18.61
20.42
25.38
26.22
27.35
32.46
25.45
-0.44
3.26
0.19
-4.03
-6.79
Book Value per Share
- -
9.27
11.07
16.26
17.18
17.1
21.71
13.36
-15.46
-13.02
-17.14
-22.77
-26.32
Tangible Book Value per Share
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Basic Weighted Avg Shares
13,063
10,079
11,763
12,460
12,069
9,619
12,415
7,614
12,644
10,460
12,425
11,665
10,615
Sales/Revenue/Turnover
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Operating Margin (%)
353
9
758
399
296
675
1,757
519
636
821
868
872
902
Depreciation Expense
1,630
333
1,254
834
1,855
-1,764
-648
1,755
2,153
1,283
1,280
-1,380
-926
Net Income, GAAP
19.65
- -
18.65
3.75
12.09
- -
- -
16.83
19.99
- -
13.49
- -
27.18
Effective Tax Rate (%)
12.48
3.3
10.66
6.69
15.37
-18.34
-5.22
23.05
17.03
12.27
10.3
-11.83
-8.72
Profit Margin (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Working Capital
- -
4,332
2,879
3,081
4,409
4,111
4,428
5,030
4,472
5,379
5,949
6,537
6,967
LT Debt
- -
13,582
15,000
17,144
15,619
15,412
17,320
13,563
3,596
5,158
3,548
1,788
1,223
Total Equity
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Return on Invested Capital (%)
- -
- -
5.06
2.65
7.88
- -
- -
7.63
15.07
- -
9.46
- -
-22.79
Return on Capital (%)
- -
6.38
11.45
6.71
13.6
-13.29
-5.19
13.81
22.16
11.98
209.61
-15.17
-32.74
Return on Common Equity (%)

Capital Structure

FRC

•

in mil. unless spec.
Dec'25
Mar'26
Jun'26
ST Debt
25
- -
- -
LT Borrowings
6,537
6,927
6,967
LT Finance Leases
- -
- -
- -
Preferred Equity and Hybrid Capital
1,068
1,068
1,068
Shares Outstanding
283
281
273
Market Capitalization
5,724
5,464
5,254

Working Capital

FRC

•

in mil. unless spec.
Dec'25
Mar'26
Jun'26
Total Current Assets
- -
- -
- -
Cash, Cash Equivalents & STI
42,594
41,072
48,601
Accounts Receivable, Net
20,127
20,373
20,744
Inventories
- -
- -
- -
Total Current Liabilities
- -
- -
- -
Payables & Accruals
4,849
3,959
4,004
ST Debt
25
- -
- -
Deferred Revenue
- -
- -
- -

Growth Rates

FRC

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
-10.57%
-26.51%
-49.61%
Free Cash Flow
-152.48%
-179.94%
-64.41%
Net Income, GAAP
-48.95%
-119.32%
-207.81%
Sales/Revenue/Turnover
5.11%
4.56%
-6.12%
Total Cash Common Dividend
- -
1.13%
3.97%

Quarterly Revenue

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
2,230
3,507
3,073
3,621
12,425
2025
4,576
2,362
1,450
3,277
11,665
2026
4,230
1,658
- -
- -
- -

Quarterly Earnings Per Share

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
- -
- -
- -
- -
- -
2025
- -
- -
- -
- -
- -
2026
- -
- -
- -
- -
- -

Quarterly Dividends Per Share

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
- -
- -
- -
- -
- -
2025
- -
- -
- -
- -
- -
2026
- -
- -
- -
- -
- -
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Business
Equitable Holdings, Inc. (NYSE: EQH) operates as a diversified financial services holding company focused on retirement, protection, and investment solutions through its principal franchises, Equitable and AllianceBernstein; Equitable provides individual retirement products including variable annuities such as Structured Capital Strategies, group retirement plans for educational, municipal, and small business sponsors, life insurance offerings, and wealth management services via Equitable Advisors; AllianceBernstein delivers global asset management, research, private markets investments, and related services across equities, fixed income, alternatives, and multi-asset strategies. Founded in 1859 and headquartered at 1345 Avenue of the Americas in New York, the company serves over 2.8 million clients primarily in the United States with $754 billion in assets under management, targeting individuals, institutions, and retirement plan sponsors. Recent developments include the October 2025 agreement to acquire Stifel Independent Advisors, adding over 110 advisors and $9 billion in advisory assets to expand wealth management, set to close in Q1 2026; the September 2025 launch of Structured Capital Strategies Premier, a registered index-linked annuity enhancing upside potential and legacy benefits; a February 2025 reinsurance transaction with RGA reinsuring $32 billion in life insurance liabilities; and a $758 million tender offer in April 2025 increasing its economic interest in AllianceBernstein to 68.6%.