# Equitable Holdings Inc. (EQH) fundamentals

Data as of 2026-09-08. NYSE, United States. Sector: Financial Services / Insurance. Price $52.96, market value $14.4 billion.

## Valuation
- **P/E (trailing): n/a** (negative earnings). Equitable Holdings Inc. reported negative earnings over the last twelve months, so the P/E is not meaningful; use price-to-sales, EV/EBITDA and free-cash-flow yield instead.
- **Price / sales: 1.4×**. Each dollar of revenue is priced at 1.4×.

## Profitability
- **Net margin: -11.8%**. The company reported a net loss over the last twelve months.
- **Return on assets: -0.3%**. Each dollar of assets produces -0.3% of profit; low single digits are normal for banks and insurers.

## Growth
- **Revenue growth (1 yr): -6.1%** (3-yr -2.7%/yr, 5-yr -1.2%/yr). Revenue fell 6.1% over the last year, against -1.2% a year compounded over five years: growth is slowing.
- **EPS growth (1 yr): -230.9%**. Earnings per share fell 230.9%, slower than revenue, so margins compressed.

## Financial health
- **Piotroski F-score: 4/9**. 4 of 9 checks pass: mixed.
- **Cash and short-term investments: $12.5 billion**. Leverage ratios are shown differently for banks and insurers, whose balance sheets are built on deposits and reserves; use return on equity and the regulatory capital in the filings instead.

## Dividends
- **Dividend yield: 2.15%** ($1.14 per share, trailing). Equitable Holdings Inc. yields 2.15%, a modest yield more typical of a growth-oriented payer.
- **Consecutive years of increases: 8**. 8 straight years of increases.
- **Dividend growth (5 yr): 9.7%/yr** (1-yr 11.7%). The dividend has grown 9.7% a year over five years.

## Analyst view
- **Analyst consensus: strong_buy** (11 analysts). 11 analysts cover Equitable Holdings Inc.; the consensus is strong_buy, with an average price target of $62.00 (+17% from the current price). Analyst opinion is shown for context; it is not part of the Fundamental Score.

## Price and momentum
- **Total return (1 yr): -0.1%** (YTD 12.7%, 3-mo 29.8%). The shares are down 0.1% over twelve months including dividends.
- **From 52-week high: -4.0%** (50.5% above the low). Trading within 5% of its 52-week high.
- **200-day average: above**. The price sits above its 200-day moving average, the usual definition of an uptrend.
- **RSI (14-day): 63**. An RSI of 63 is neutral.
- **Beta (1 yr): 1.21** (volatility 33%). Beta of 1.21 against the S&P 500: the shares move roughly with the market.

Live score and charts: https://foliofundamentals.com/analyzer?s=EQH · Page: https://foliofundamentals.com/stocks/eqh

Not investment advice.