Equitable Holdings, Inc. (EQH)

Over the past six months, Equitable Holdings' stock has experienced several notable events. As of February 4, 2026, the stock price was down 1.02% in the last three months and 16.24% over the last twelve months. On February 2, 2026, the stock closed at $46.75, marking a 13.04% decline from its price on February 3, 2025. In the last year, EQH shares have fluctuated between a 52-week high of $56.61 and a 52-week low of $41.39. The company reported its fourth-quarter 2025 earnings with an EPS of $1.76, aligning with analyst estimates, but its revenue of $3.28 billion fell short of the $3.95 billion consensus. The net loss attributable to Holdings for Q4 2025 was $215 million, a significant decrease compared to a net income of $892 million in Q4 2024. Full-year 2025 non-GAAP operating earnings were $1.7 billion, down from $2.0 billion in 2024, and the net loss attributable to Holdings for the full year was $1.4 billion, contrasting with a net income of $1.3 billion in 2024. A recent quarter also saw the company's revenue decrease by 52.8% year-over-year. Despite these challenges, Equitable Holdings has been actively managing its capital. In the third quarter of 2025, a reinsurance transaction with RGA freed over $2 billion of capital and reduced the company's exposure to mortality by 75%. The company returned $1.8 billion to shareholders in 2025, including $500 million in additional share repurchases following this reinsurance transaction. Looking ahead, analysts anticipate earnings to grow by 13.10% in the coming year, from $7.33 to $8.29 per share. The company also forecasts double-digit earnings growth in Wealth Management and expects overall EPS growth in 2026 to exceed its 12-15% target range.

There is no readily available information indicating significant demand seasonality for Equitable Holdings, Inc.'s products and services in the provided search results. The nature of its offerings, primarily retirement, insurance, and asset management solutions, generally suggests a more stable demand profile compared to highly seasonal consumer goods.

Equitable Holdings, Inc. operates in the Financials sector, focusing on Diversified Financial Services and Insurance. Its mission is to empower clients to achieve financial well-being, offering variable annuities, investment advice, financial planning, and life insurance products. Additionally, Equitable provides employee benefits, group retirement, and pension plan services. Through AllianceBernstein, it offers extensive asset management services, encompassing institutional, retail, and private wealth management.

Equitable Holdings primarily operates across the United States, with its headquarters in New York City and subsidiaries in various U.S. states, such as Arizona. It also maintains a presence in international locations like Bermuda and Puerto Rico. AllianceBernstein extends the company's reach with a global distribution footprint for its asset management services.

Equitable Holdings has maintained a generally positive brand reputation among analysts, receiving a consensus rating of "Moderate Buy" with an average score of 2.85. Analysts have set a consensus price target of $62.23, suggesting a potential upside of approximately 36.5% from its current price. The company's strategic focus on becoming more capital-light and expanding its core segments of Retirement, Asset Management, and Wealth Management has been highlighted. Key achievements contributing to its reputation include achieving record assets under management and administration of $1.1 trillion in 2025, a 10% year-over-year increase, which supports its fee and spread-based earnings. Its Wealth Management segment also reached its annual earnings target of $200 million two years ahead of schedule. The successful reinsurance transaction in Q3 2025, which freed up $2 billion in capital and reduced mortality exposure by 75%, further bolstered its financial stability. Equitable Holdings was recognized by Forbes, ranking #438 in America's Best Companies (2026) and #563 in the Global 2000 (2025). The company's brand identity, featuring the goddess Athena, symbolizes courage, strength, and wisdom, aligning with its mission to help clients secure their financial well-being.

Equitable Holdings has a diverse ownership structure, with a significant portion held by institutional investors. Institutional investors own approximately 32.69% to 54.80% of the company's stock. Major institutional shareholders include Vanguard Group Inc., BlackRock, Inc., Canada Pension Plan Investment Board, Price T Rowe Associates Inc /md/, Wellington Management Group Llp, State Street Corp, and Capital International Investors. Insiders hold about 0.50% of the stock, while public companies and individual investors own between 22.11% and 44.70%.