Equitable Holdings, Inc.

Equitable Holdings, Inc.

EQHยทNYSE

$39.85

-4.2%
Financial ServicesInsurance - Diversified

Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through four segments: Individual Retirement, Group Retirement, Investment Management and Research, and Protection Solutions. The Individual Retirement segment offers a suite of variable annuity products primarily to affluent and high net worth individuals. The Group Retirement segment provides tax-deferred investment and retirement services or products to plans sponsored by educational entities, municipalities, and not-for-profit entities, as well as small and medium-sized businesses. The Investment Management and Research segment offers diversified investment management, research, and related solutions to various clients through institutional, retail, and private wealth management channels; and distributes its institutional research products and solutions. The Protection Solutions segment provides various variable universal life, indexed universal life, and term life products to help affluent and high net worth individuals, as well as small and medium-sized business owners; and a suite of life, short- and long-term disability, dental, and vision insurance products to small and medium-size businesses. The company was formerly known as AXA Equitable Holdings, Inc. and changed its name to Equitable Holdings, Inc. in January 2020. Equitable Holdings, Inc. was founded in 1859 and is based in New York, New York.

At a Glance

Live Snapshot
Market Cap$11.22B
EPS-4.8300
P/E Ratio-8.25
Earnings Date08/04/2026
3Y-8.0%
5Y-6.0%
10Y-1.0%
3Y-164.0%
5Y+113.0%
10Y-210.0%
3Y-385.0%
5Y-1269.0%
10Y-402.0%
Equitable Holdings, Inc.

Equitable Holdings, Inc. Profit Bridge

EQH ยท NYSE
Revenue11.66B
Cost of Goods Sold (2.43B)
Gross Profit9.23B
Operating Expenses (10.43B)
Operating Income-1.19B
Interest Expense (224.00M)
Other Income/Expense0.00
Pretax Income-1.19B
Income Tax (-156.00M)
Net Income-1.38B
Net Income
-1.38B

Profitability Analysis

Gross Margin

79.1%

Exceptional pricing power and cost management. The company retains over half of revenue after direct costs.

Operating Margin

-10.2%

Operating losses indicate the core business is unprofitable. Requires restructuring or revenue growth.

Net Profit Margin

-11.8%

Net losses indicate the company is burning cash. Sustainability depends on path to profitability.

Profitability Insight

Margin squeeze alert: Healthy gross margins but weak operating margins suggest excessive operating expenses. Cost optimization could unlock significant value.

Equitable Holdings, Inc. Income Statement

EQH โ€ข NYSE

Equitable Holdings, Inc. Income StatementDec 2025Dec 2024Dec 2023Dec 2022Dec 2021Dec 2020Dec 2019Dec 2018Dec 2017Dec 2016Dec 2015Dec 2014
REVENUE
11.7B
12.4B
10.5B
12.6B
7.6B
12.4B
9.6B
12.1B
12.5B
11.8B
10.1B
13.1B
GROSS PROFIT
(2.4B)
(5.8B)
(5.3B)
(5.1B)
(291M)
(9.5B)
(7.5B)
(5.5B)
(6.9B)
(6.1B)
(5.8B)
(6.5B)
9.2B
6.6B
5.2B
7.6B
7.3B
2.9B
2.1B
6.6B
5.5B
5.7B
4.3B
6.5B
OPERATING INCOME
(10.4B)
(4.5B)
(4.5B)
(4.6B)
(4.7B)
(4B)
(4.2B)
(4.1B)
(4.2B)
(3.6B)
(3.9B)
(4.1B)
(0.0)
(2.4B)
(2.3B)
(2.2B)
(2.4B)
(2.1B)
(2.1B)
(2.1B)
(2B)
(2B)
(2.2B)
(2.1B)
-1.2B
2.1B
738M
3B
2.6B
-1.1B
-2.1B
2.5B
1.3B
2B
441M
2.4B
PRE-TAX INCOME
(224M)
(226M)
(228M)
(201M)
(244M)
(200M)
(221M)
(231M)
(160M)
(174M)
(136M)
(389M)
-224M
-226M
-228M
-201M
-244M
-200M
-221M
-231M
-160M
-174M
-136M
-389M
(10.4B)
(2B)
(2.1B)
(2.4B)
(2.4B)
(1.9B)
(2.1B)
(2B)
(2.2B)
(1.7B)
(1.7B)
(2B)
-1.2B
2.1B
738M
3B
2.6B
-1.1B
-2.1B
2.5B
1.3B
2B
441M
2.4B
NET INCOME
-156M
(288M)
-905M
(598M)
(439M)
-744M
-593M
(301M)
(49M)
(378M)
-217M
(477M)
-1.4B
1.3B
1.3B
2.2B
1.8B
-648M
-1.8B
1.9B
834M
1.3B
333M
1.6B

SEC Filings

EQH - Filing history and reports

Filing TypeFiling DatePeriod EndingFiscal YearActions
10-Q

10-Q 2026 Q1

Q1

May 07, 2026
March 31, 2026
2026
8-K

8-K 2026

N/A

May 04, 2026
May 04, 2026
2026
10-K/A

10-K/A 2025 FY (Amended)

FY

April 21, 2026
December 31, 2025
2025
8-K

8-K 2026

N/A

April 16, 2026
April 15, 2026
2026
8-K

8-K 2026

N/A

April 08, 2026
April 08, 2026
2026
8-K

8-K 2026

N/A

March 26, 2026
March 26, 2026
2026
10-K

10-K 2025 FY

FY

February 25, 2026
December 31, 2025
2025
8-K

8-K 2026

N/A

February 04, 2026
February 04, 2026
2026
10-Q

10-Q 2025 Q3

Q3

November 07, 2025
September 30, 2025
2025
8-K

8-K 2025

N/A

November 04, 2025
November 04, 2025
2025
Showing 1 to 10 of 159 filings