EQH · Equitable Holdings Inc
Price
Snapshot
50 fields · last close| Market Cap | $14.83B |
| P/E | — |
| Float | 271.1M |
| Beta | 1.08 |
| Volatility | 27.0% |
| Exchange | NYSE |
| Sector | Financial Services |
| Cap tier | Large cap |
| Macro sensitivity | Moderate |
| Clavix score | 78.1 |
| Price | 54.20 |
| Change | −0.31% |
| Prev Close | 54.37 |
| Open | 54.67 |
| Day Low | 54.31 |
| Day High | 55.15 |
| Avg Vol | 2 |
| Avg $ Vol | $128.3M |
| 52W High | 55.23 |
| 52W Low | 35.20 |
| 52W Pos | 94.9% |
| From High | −1.86% |
| From Low | +54.00% |
| Max DD 1Y | −28.46% |
| Spread | 0.10% |
| Liquidity | Normal |
| SMA 20 | +2.00% |
| SMA 50 | +3.69% |
| SMA 200 | +18.77% |
| RSI (14) | 59.2 |
| Vol 30D | 21.8% |
| Vol 90D | 29.0% |
| 1Y Range | 35–55 |
| Daily bars | 539 |
| Perf Week | +2.82% |
| Perf Month | +4.16% |
| Perf Quarter | +14.61% |
| Perf Half Y | +30.79% |
| Perf Year | +13.25% |
| Perf YTD | +12.99% |
| Prev Day | −0.31% |
| Clavix | B+ |
| Debt / Eq | 12.12 |
| Curr Ratio | 2.13 |
| Int Cover | 0.6× |
| FCF Margin | 6.1% |
| Rev Growth | −6.1% |
| Profit | Unprofitable |
| Leverage | Very High |
| Sector rank | 26 / 69 |
Clavix risk grade
regraded every trading dayEQH grades B+, 78.1 of 100. Steadiest on Macro Resilience (65), most exposed on Sector Resilience (56, mixed). 4 of the 4 weighted dimensions sit above the Financial Services median. Ranks 26 of 69 in Financial Services by Clavix score.
How rough the ride is
| EQH | Financial Services median | |
|---|---|---|
| Betavs the overall market · lower is steadier | 1.08 | 1.21 |
| Volatilityannualized | 27.0% | 30.2% |
| Max drawdown, past yearworst peak-to-trough fall | −28.5% | — |
| Typical daily movemedian absolute daily change | 1.11% | — |
| Days beyond ±3%of the last 252 sessions | 27 (11%) | — |
How its days are spread
Daily returns over the last 252 sessions in 1% bins. Moves beyond ±6% land in the end bins.
52-week range
The bar runs from the lowest to the highest close of the last 252 sessions; the marker is the latest close.
Drawdown from the 1-year peak
Percent below the running high over the last 12 months. Zero is a fresh high.
Market sensitivity
| EQH | Financial Services median | |
|---|---|---|
| Beta to the markethow much it swings with the S&P 500 · lower is safer | 1.08 | 1.21 |
| Macro sensitivityrate, dollar and credit exposure bucket | Moderate | Moderate 41% of 70 |
Where it sits on the macro scale
Low means rates, the dollar and credit spreads barely move it. Very High means they drive a large share of its swings. The counts are how many Financial Services names sit in each bucket.
Where it ranks in its sector
Rank by Clavix score within the sector. Right is the top of the sector.
Price performance
| EQH | |
|---|---|
| 1 week | +2.8% |
| 1 month | +4.2% |
| Year to date | +13.0% |
| 1 year | +13.2% |
Context for the rank, not itself a risk measure.
Recent coverage, scored
| EQH | |
|---|---|
| Articles scoredthe most recent scored coverage, up to 30 | 30 since 4 Aug |
| Average score0 most bearish, 100 most bullish | 58 |
| Bullish · bearisharticles above 60 · below 40 | 13 · 6 |
| Directionarticles whose tone is improving vs worsening | 13 ↑ 6 ↓ |
Where the article scores land
Each bar is a 10-point band of article scores. Below 40 reads bearish, above 60 bullish.
Balance sheet, against the sector
The shaded band is the middle half of the 70 Financial Services names Clavix covers; the tick is the sector median.
Growth
| EQH | |
|---|---|
| Revenue growthyear over year | −6.1% |
Financial Health is shown but does not count toward the grade. Why
0–100, higher is safer. The tick on each bar is the Financial Services median. Click a dimension for the evidence behind it. Financial Health is shown but does not count toward the grade.
Recent news
most recent scored articles · the chip is the article’s score · click to openAnalyst firm DOWLING & PARTN lowered its earnings forecast for Equitable Holdings for fiscal year 2026, with analyst J. Hurwitz now projecting $7.10 per share in profit.
The Hartford has completed its acquisition of Equitable's Employee Benefits business, a unit that carried approximately $500 million in non-medical benefits premium and served small and midsize employers. The deal expands The Hartford's technology and product capabilities in the small and midsize employer market.
An analyst at DOWLING & PARTN lowered their earnings estimate for Equitable Holdings for the year 2027, now expecting $8.70 per share. The article was cut off, so the previous estimate and full reasoning were not included.
The Hartford (HIG) is buying EQH's Employee Benefits business. The deal adds about $500 million in premiums to Hartford and gives it more products and digital tools.
The Hartford completed its acquisition of Equitable's (EQH) employee benefits business on October 13, bringing in roughly $500 million in premium for non-medical benefits like disability and life insurance.
Nearest peers by size
Financial Services| Ticker | Company | Grade | Mkt cap | P/E | Beta | |
|---|---|---|---|---|---|---|
| OWL | Blue Owl Capital Inc | C+ | $14.30B | 176.70 | 1.32 | Compare |
| CRBG | Corebridge Financial Inc | B+ | $15.74B | 17.35 | 1.02 | Compare |
| BEN | Franklin Resources Inc | B+ | $16.10B | 19.63 | 1.62 | Compare |
| CG | Carlyle Group Inc | B | $13.28B | 36.49 | 1.85 | Compare |
| ARCC | Ares Capital Corp | A- | $13.21B | 13.84 | 0.66 | Compare |
| TPG | TPG Inc | B- | $16.95B | 71.75 | 1.49 | Compare |
| IVZ | Invesco Ltd | B | $12.91B | — | 1.65 | Compare |
| SEIC | SEI Investments Co | — | $12.36B | 17.37 | 0.96 | Compare |
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