Equitable Holdings, Inc.

EQH

Equitable Holdings, Inc.

EQH

Insider Sentiment (TTM):

Last Purchase:2025-12-01Last Sale:2026-06-18Shares Purchased (TTM):103.78Shares Sold (TTM):671,296

Institutional Sentiment:

As of:2026-03-31Institutional Shares Owned:208,822,784Shares Outstanding:281,300,000Institutional Ownership Pct.:74.23%

Earnings Market Reaction:

Filing Date:2026-05-07Price on Filing Date:N/APrevious Close:N/A% Change:N/A

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Financial Statements

10‑Q10‑K

Values in Millions ($)	2026-03-31	2025-12-31	2025-09-30	2025-06-30	2025-03-31	2024-12-31	2024-09-30	2024-06-30	2024-03-31	2023-12-31	2023-09-30	2023-06-30
Assets
Investments
Debt Securities Available For Sale Excluding Accru…	78,808	77,162	75,851	80,094	77,997	76,641	76,245	71,579	67,606	67,030	63,470	65,351
Financing Receivable Excluding Accrued Interest Af…	22,785	22,668	22,150	21,536	20,566	20,072	19,237	18,802	18,570	18,171	17,655	17,364
Mortgages Held For Sale Fair Value Disclosure	72	50	-	-	-	0	-	-	-	-	-	-
Loans Insurance Policy	1,845	1,862	1,855	4,355	4,318	4,330	4,293	4,247	4,191	4,158	4,089	4,061
Trading Securities Debt	1,645	1,572	1,595	1,295	1,203	1,089	2,215	2,017	1,340	1,057	1,009	873
Other Investments	9,920	10,968	8,852	8,301	8,971	8,537	6,825	5,635	5,724	6,719	6,080	5,235
Investments	121,679	121,004	116,505	121,798	118,908	116,441	114,246	107,726	102,620	102,173	97,209	97,722
Cash And Cash Equivalents At Carrying Value	9,904	12,462	13,604	14,957	8,164	6,964	9,579	9,684	10,357	8,239	6,096	7,693
Cash And Securities Segregated Under Federal And O…	351	499	425	483	772	500	547	592	866	868	928	879
Receivables From Brokers Dealers And Clearing Orga…	2,183	2,162	1,996	1,933	1,931	1,961	1,898	1,801	1,808	1,837	2,017	2,053
Deferred Policy Acquisition Costs	7,584	7,523	7,430	7,361	7,262	7,170	7,031	6,924	6,804	6,705	6,599	6,512
Reinsurance Recoverables On Paid Losses	20,373	20,127	20,025	7,501	7,523	7,899	8,068	8,087	8,252	8,352	8,271	8,395
Deferred Income Tax Assets Net	2,611	2,577	2,337	1,749	1,687	2,003	1,707	2,129	2,075	2,050	2,035	1,726
Assets Of Disposal Group Including Discontinued Op…	-	-	-	-	-	0	0	0	745	565	681	-
Other Assets	3,936	3,771	3,678	3,962	4,574	4,462	3,738	3,828	3,619	3,323	3,945	3,391
Market Risk Benefit Asset Amount	675	752	762	776	644	863	740	799	821	591	701	777
Separate Account Assets	130,470	136,544	136,905	131,683	124,569	134,717	137,407	132,664	133,735	127,251	117,577	123,898
Assets	310,382	317,990	314,409	303,088	287,366	295,727	298,841	287,639	285,469	276,814	260,252	269,006
Liabilities
Policyholder Contract Deposits	132,662	133,433	129,561	123,359	112,793	110,929	107,404	104,049	100,228	95,673	91,912	91,595
Market Risk Benefit Liability Amount	9,825	10,153	10,301	10,187	10,864	11,810	13,197	12,612	12,833	14,612	13,011	13,642
Liability For Future Policy Benefits	17,441	17,660	17,611	17,557	17,372	17,613	17,936	17,433	17,340	17,363	16,647	16,786
Payables To Broker Dealers And Clearing Organizati…	665	1,370	1,367	1,454	642	775	1,382	839	1,022	1,232	454	1,522
Payables To Customers	1,988	1,937	1,740	1,885	2,135	1,933	1,795	2,060	2,162	2,201	2,321	2,526
Reinsurance Payable	1,306	1,542	1,451	1,350	1,357	1,421	1,426	1,373	1,402	1,450	1,424	1,404
Short Term Borrowings	0	25	-	-	0	0	0	0	0	254	0	0
Long Term Debt Noncurrent	3,837	3,835	3,833	4,332	4,330	3,833	3,831	3,830	3,821	3,820	3,820	3,819
Other Liabilities	6,848	7,001	7,162	5,847	6,700	7,032	6,540	6,612	6,401	6,088	7,412	6,410
Liabilities Of Disposal Group Including Discontinu…	-	-	-	-	-	0	0	0	239	153	216	129
Separate Accounts Liability	130,470	136,544	136,905	131,683	124,569	134,717	137,407	132,664	133,735	127,251	117,577	123,898
Liabilities	308,132	316,202	312,461	300,125	282,872	292,179	292,662	283,212	280,763	271,656	256,335	263,215
Redeemable Noncontrolling Interest Equity Carrying…	390	322	344	358	289	125	1,223	1,088	991	770	636	531
Equity
Stockholders Equity
Common Stock Value	5	5	5	5	5	5	5	5	5	5	3	4
Additional Paid In Capital	1,915	1,932	1,917	1,901	2,305	2,336	2,343	2,337	2,322	2,328	2,308	2,297
Treasury Stock Common Value	-5,190	-5,165	-5,011	-4,423	-4,296	-4,198	-4,072	-3,932	-3,801	-3,712	-3,592	-3,493
Retained Earnings Accumulated Deficit	8,775	8,366	8,360	9,870	10,447	10,627	9,964	10,301	10,095	10,243	11,163	10,325
Accumulated Other Comprehensive Income Loss Net Of…	-6,300	-6,280	-6,191	-7,432	-7,567	-8,712	-6,601	-8,675	-8,191	-7,777	-9,802	-7,142
Stockholders Equity	273	-74	148	1,149	2,401	3,423	3,201	1,598	1,992	4,388	1,642	3,553
Minority Interest	1,587	1,540	1,456	1,456	1,804	1,858	1,755	1,741	1,723	1,739	1,639	1,707
Liabilities And Stockholders Equity	310,382	317,990	314,409	303,088	287,366	295,727	298,841	287,639	285,469	276,814	260,252	269,006
Financing Receivable Allowance For Credit Loss Exc…	-286	313	287	305	272	278	261	234	297	279	209	145
Debt Securities Available For Sale Amortized Cost …	84,644	82,106	80,753	86,819	85,230	84,717	81,681	79,797	75,270	74,033	74,340	73,994
Debt Securities Available For Sale Amortized Cost …	8	0	0	3	7	2	4	4	4	4	2	2
Reinsurance Recoverables Allowance	7	7	7	7	7	8	8	9	8	7	7	7
Preferred Stock Par Or Stated Value Per Share	1	1	1	1	1	1	1	1	1	1	1	1
Preferred Stock Liquidation Preference Value	0	0	0	0	0	0	0	0	0	0	0	0
Common Stock Par Or Stated Value Per Share	0.01	0.01	0.01	0.01	0.01	0.01	0.01	0.01	0.01	0.01	0.01	0.01
Common Stock Shares Authorized	2,000	2,000	2,000	2,000	2,000	2,000	2,000	2,000	2,000	2,000	2,000	2,000
Common Stock Shares Issued	466	468	471	473	475	478	481	484	487	491	495	500
Shares Outstanding	281	283	289	302	306	310	315	322	328	334	342	350
Treasury Stock Common Shares	185	185	182	171	169	168	165	162	159	157	153	150

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Earnings Market Reaction

10‑Q10‑K

Fiscal Year	Q1 1 Month	Q1 2 Month	Q1 3 Month	Q2 1 Month	Q2 2 Month	Q2 3 Month	Q3 1 Month	Q3 2 Month	Q3 3 Month	Q4 1 Month	Q4 2 Month	Q4 3 Month
2026	-3.50%	3.43%	12.84%	-	-	-	-	-	-	-	-	-
2025	5.16%	8.80%	8.00%	0.49%	-3.67%	-6.99%	3.76%	7.96%	1.42%	-8.52%	2.21%	4.29%
2024	7.16%	8.13%	9.73%	-0.26%	0.92%	10.19%	8.94%	7.29%	20.28%	-0.94%	-11.65%	1.02%
2023	13.74%	19.97%	26.60%	2.93%	0.11%	-7.76%	6.99%	21.03%	20.45%	5.63%	6.12%	18.23%
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Performance and Valuation Metrics

Metrics	2026-03-31	2025-12-31	2025-09-30	2025-06-30	2025-03-31	2024-12-31	2024-09-30	2024-06-30	2024-03-31	2023-12-31	2023-09-30	2023-06-30
Leverage & Debt
Interest Coverage TTM	-	-	-	-	-	37.42	-5.92	6.07	4.92	2.39	9.26	6.45
Per Share Metrics
Diluted EPS TTM	-1.64	-3.48	-0.00	3.57	5.67	5.53	-2.08	1.85	3.11	3.48	7.20	5.67
Free Cash Flow Per Share TTM	3.75	2.40	4.28	5.22	6.93	6.25	3.82	2.90	1.24	-0.59	0.71	0.07
Dividend Per Share TTM	1.12	1.05	1.05	1.01	0.98	0.94	0.95	0.93	0.91	0.86	0.87	0.84
Margin Metrics
Gross Profit Margin TTM	97.96%	98.08%	98.09%	98.36%	98.48%	98.18%	97.34%	97.47%	97.26%	97.25%	97.80%	97.69%
Operating Profit Margin TTM	-4.24%	-10.23%	-2.92%	7.24%	13.75%	16.71%	0.66%	13.51%	13.61%	7.01%	16.84%	11.14%
Net Profit Margin TTM	-4.11%	-8.89%	-0.01%	7.94%	11.96%	14.45%	-6.03%	5.25%	9.94%	11.61%	24.64%	21.17%
Growth Metrics
Net Revenue Growth (1Y)	-23.37%	-6.12%	9.32%	18.17%	42.02%	18.02%	7.92%	20.84%	-12.26%	-16.74%	-28.08%	-35.39%
Net Income Growth (1Y)	-126.32%	-157.74%	-99.85%	78.84%	70.89%	46.97%	-126.41%	-70.05%	-51.46%	-48.96%	12.88%	-9.46%
EPS Growth (1Y)	-128.79%	-162.21%	-99.84%	91.23%	83.33%	60.20%	-128.75%	-67.19%	-46.79%	-44.95%	22.03%	-3.42%
Valuation Metrics
P/E TTM	-22.29	-13.50	-14,740.56	15.32	8.80	8.14	-19.41	20.90	11.52	8.99	3.67	4.43
P/B TTM	37.96	9.55	99.60	14.43	6.48	4.27	4.01	7.91	5.98	2.50	5.60	2.52
P/S TTM	0.92	1.20	1.23	1.22	1.05	1.18	1.17	1.10	1.14	1.04	0.90	0.94
Market Cap	10.36B	14.00B	14.74B	16.58B	15.55B	14.63B	12.85B	12.64B	11.91B	10.99B	9.20B	8.96B
Enterprise Value	4.30B	5.40B	4.97B	5.96B	11.72B	11.49B	7.10B	6.79B	5.37B	6.83B	6.93B	5.08B
Calculated Values
Free Cash Flow TTM	1.06B	714.00M	1.27B	1.58B	2.13B	2.01B	1.21B	941.00M	410.00M	-208.00M	245.00M	24.00M
Net Debt	-6.07B	-8.60B	-9.77B	-10.63B	-3.83B	-3.13B	-5.75B	-5.85B	-6.54B	-4.17B	-2.28B	-3.87B
Per-Share and Margin
EPS TTM
Adjusted EPS TTM
Cash Flow Per Share TTM
Pretax Margin TTM
Stock Comp to Revenue TTM
Turnover Ratios and Averages
Average Assets
Average Equity
Average Inventory
Average Receivables
Average Accounts Payables
Inventory Turnover TTM
Payables Turnover TTM
Days Inventory Outstanding TTM
Days Payables Outstanding TTM
Cash Conversion Cycle TTM
Working Capital to Revenue
Deferred Revenue to Revenue
Growth Rates
Total Assets Growth (1Y)
Total Assets Growth (3Y)
Total Assets Growth (5Y)
Dividends Paid Growth (1Y)
Dividends Paid Growth (3Y)
Dividends Paid Growth (5Y)
EPS Growth (3Y)
EPS Growth (5Y)
Net Income Growth (3Y)
Net Income Growth (5Y)
Net Profit Margin Growth (1Y)
Net Profit Margin Growth (3Y)
Net Profit Margin Growth (5Y)
Net Revenue Growth (3Y)
Net Revenue Growth (5Y)
Deferred Revenue Growth (1Y)
Retained Earnings Growth (1Y)
Credit, Liquidity, Returns, Payout
Cash Ratio
Net Working Capital
Debt to EBITDA TTM
Net Debt to EBITDA TTM
Net Debt to Equity
Altman A
Altman B
Altman C
Altman D
Altman E
Altman Z-Score
ROA TTM
ROE TTM
NOPAT TTM
ROIC TTM
Effective Tax Rate TTM
Payout Ratio TTM
Dilution Ratio
Retained Earnings to Equity
Treasury Stock to Equity
Treasury Stock Change (1Y)
Accrued to Current Liabilities
Valuation Ratios
P/CF TTM
Dividend Yield TTM
Free Cash Flow Yield TTM
EV EBITDA TTM
EV EBIT TTM
Stock Compensation TTM
Adjusted Net Income TTM
Billings TTM
Total Debt
Invested Capital

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Insider Transactions

2026-06-18Sale

Owner: Pearson, Mark

Title: President and CEO

Shares: 39,700

Price/Share: $45.29

Value: $1,798,013.00

Shares Owned: 765,903

Relationship: Director,Officer

Ownership: Direct

2026-06-15Sale

Owner: Hurd, Jeffrey J

Title: Chief Operating Officer

Shares: 14,358

Price/Share: $45.11

Value: $647,689.38

Shares Owned: 74,748

Relationship: Officer

Ownership: Direct

2026-06-10Sale

Owner: Eckert, William James Iv

Title: Chief Accounting Officer

Shares: 6,200

Price/Share: $41.83

Value: $259,346.00

Shares Owned: 9,366

Relationship: Officer

Ownership: Direct

2026-06-04Sale

Owner: Scott, Bertram L

Title: -

Shares: 2,470

Price/Share: $41.08

Value: $101,467.60

Shares Owned: 27,931

Relationship: Director

Ownership: Direct

2026-05-18Sale

Owner: Pearson, Mark

Title: President and CEO

Shares: 39,700

Price/Share: $42.60

Value: $1,691,220.00

Shares Owned: 776,683

Relationship: Director,Officer

Ownership: Direct

Filed Date	Owner	Relationship	Title	Ownership	Purchase/Sale	No. Shares	Price Per Share	Value	Shares Owned	Document Type
2026-06-18	Pearson, Mark	Director,Officer	President and CEO	Direct	Sale	39,700	45.29	$1,798,013.00	765,903	4
2026-06-15	Hurd, Jeffrey J	Officer	Chief Operating Officer	Direct	Sale	14,358	45.11	$647,689.38	74,748	4
2026-06-10	Eckert, William James Iv	Officer	Chief Accounting Officer	Direct	Sale	6,200	41.83	$259,346.00	9,366	4
2026-06-04	Scott, Bertram L	Director	-	Direct	Sale	2,470	41.08	$101,467.60	27,931	4
2026-05-18	Pearson, Mark	Director,Officer	President and CEO	Direct	Sale	39,700	42.60	$1,691,220.00	776,683	4
2026-05-15	Lane, Nick	Officer	See Remarks	Direct	Sale	4,417	42.45	$187,501.65	124,218	4
2026-05-15	Eckert, William James Iv	Officer	Chief Accounting Officer	Direct	Sale	7,300	42.49	$310,177.00	15,506	4
2026-05-15	Hurd, Jeffrey J	Officer	Chief Operating Officer	Direct	Sale	14,358	42.44	$609,353.52	79,403	4
2026-04-20	Pearson, Mark	Director,Officer	President and CEO	Direct	Sale	39,700	41.63	$1,652,711.00	789,183	4
2026-04-15	Pearson, Mark	Director,Officer	President and CEO	Direct	Sale	1,387	40.03	$55,521.61	801,683	4
2026-04-15	Lane, Nick	Officer	See Remarks	Direct	Sale	10,000	40.44	$404,400.00	124,218	4
2026-04-15	Hurd, Jeffrey J	Officer	Chief Operating Officer	Direct	Sale	14,358	40.70	$584,370.60	84,403	4
2026-04-08	Lane, Nick	Officer	See Remarks	Direct	Sale	10,000	40.04	$400,400.00	124,218	4
2026-04-08	Hurd, Jeffrey J	Officer	Chief Operating Officer	Direct	Sale	14,358	40.03	$574,750.74	89,403	4
2026-04-08	Pearson, Mark	Director,Officer	President and CEO	Direct	Sale	38,313	40.05	$1,534,435.65	801,683	4
2026-02-18	Pearson, Mark	Director,Officer	President and CEO	Direct	Sale	39,700	45.50	$1,806,350.00	763,455	4
2026-02-17	Lane, Nick	Officer	See Remarks	Direct	Sale	30,000	45.06	$1,351,800.00	107,876	4
2026-01-20	Pearson, Mark	Director,Officer	President and CEO	Direct	Sale	39,700	46.44	$1,843,668.00	652,945	4
2026-01-15	Lane, Nick	Officer	See Remarks	Direct	Sale	30,000	47.65	$1,429,500.00	99,958	4
2026-01-15	Hurd, Jeffrey J	Officer	Chief Operating Officer	Direct	Sale	6,790	47.65	$323,543.50	55,023	4
2025-12-18	Lane, Nick	Officer	See Remarks	Direct	Sale	30,000	47.87	$1,436,100.00	119,958	4
2025-12-18	Pearson, Mark	Director,Officer	President and CEO	Direct	Sale	39,700	47.88	$1,900,836.00	665,445	4
2025-12-15	Hurd, Jeffrey J	Officer	Chief Operating Officer	Direct	Sale	6,790	48.35	$328,296.50	61,813	4
2025-12-10	Eckert, William James Iv	Officer	Chief Accounting Officer	Direct	Sale	4,300	47.27	$203,261.00	15,625	4
2025-12-01	Hondal, Francis	Director	-	Direct	Purchase	104	46.86	$4,863.13	25,931	4
2025-11-18	Pearson, Mark	Director,Officer	President and CEO	Direct	Sale	39,700	43.32	$1,719,804.00	676,540	4
2025-11-17	Hurd, Jeffrey J	Officer	Chief Operating Officer	Direct	Sale	6,790	43.34	$294,278.60	68,308	4
2025-10-20	Pearson, Mark	Director,Officer	President and CEO	Direct	Sale	39,700	48.28	$1,916,716.00	689,040	4
2025-10-15	Hurd, Jeffrey J	Officer	Chief Operating Officer	Direct	Sale	6,790	49.34	$335,018.60	75,098	4
2025-09-22	Raju, Robin M	Officer	Chief Financial Officer	Direct	Sale	36,888	54.00	$1,991,952.00	140,258	4
2025-09-19	Pearson, Mark	Director,Officer	President and CEO	Direct	Sale	149	54.47	$8,116.03	690,529	4
2025-09-16	Isaacs-Lowe, Arlene	Director	-	Direct	Sale	1,800	52.74	$94,932.00	16,363	4
2025-09-15	Hurd, Jeffrey J	Officer	Chief Operating Officer	Direct	Sale	6,790	53.91	$366,048.90	81,888	4
2025-08-21	Scott, Bertram L	Director	-	Direct	Sale	2,600	51.86	$134,836.00	26,001	4
2025-08-18	Pearson, Mark	Director,Officer	President and CEO	Direct	Sale	39,700	53.32	$2,116,804.00	703,029	4
2025-08-15	Hurd, Jeffrey J	Officer	Chief Operating Officer	Direct	Sale	6,790	54.09	$367,271.10	88,678	4
2025-07-15	Pearson, Mark	Director,Officer	President and CEO	Direct	Sale	30,000	52.64	$1,579,200.00	714,367	4
2025-06-20	Eckert, William James Iv	Officer	Chief Accounting Officer	Direct	Sale	4,000	53.09	$212,360.00	19,827	4
2025-06-16	Pearson, Mark	Director,Officer	President and CEO	Direct	Sale	30,000	53.17	$1,595,100.00	724,367	4
2025-05-23	Mackay, Craig C	Director	-	Direct	Sale	1,500	51.95	$77,925.00	16,799	4
2025-05-15	Lane, Nick	Other	-	Direct	Sale	5,000	52.91	$264,550.00	139,073	4
2025-05-15	Pearson, Mark	Director,Officer	President and CEO	Direct	Sale	30,000	52.90	$1,587,000.00	733,206	4
2025-05-15	Hurd, Jeffrey J	Officer	Chief Operating Officer	Direct	Sale	6,666	52.91	$352,698.06	94,980	4
2025-05-12	Kaye, Daniel G	Director	-	Direct	Sale	5,770	53.93	$311,176.10	52,293	4
2025-05-12	Gonzalez, Jose Ramon	Officer	Chief Legal Officer	Direct	Sale	2,626	53.84	$141,383.84	88,293	4
2025-05-06	Bernstein, Seth P	Officer	See remarks	Direct	Sale	60,000	50.45	$3,027,000.00	43,185	4
2025-04-15	Pearson, Mark	Director,Officer	President and CEO	Direct	Sale	30,000	47.56	$1,426,800.00	743,206	4
2025-04-15	Lane, Nick	Other	-	Direct	Sale	5,000	47.57	$237,850.00	139,073	4
2025-04-15	Hurd, Jeffrey J	Officer	Chief Operating Officer	Direct	Sale	6,666	47.57	$317,101.62	101,646	4
2025-03-17	Hurd, Jeffrey J	Officer	Chief Operating Officer	Direct	Sale	6,666	51.70	$344,632.20	108,312	4
2025-03-14	Pearson, Mark	Director,Officer	President and CEO	Direct	Sale	30,000	51.31	$1,539,300.00	753,206	4
2025-03-14	Lane, Nick	Other	-	Direct	Sale	5,000	51.18	$255,900.00	139,073	4
2025-02-27	Isaacs-Lowe, Arlene	Director	-	Direct	Sale	1,350	54.40	$73,440.00	14,770	4
2025-02-18	Hurd, Jeffrey J	Officer	Chief Operating Officer	Direct	Sale	6,666	55.38	$369,163.08	104,298	4
2025-02-14	Pearson, Mark	Director,Officer	President and CEO	Direct	Sale	30,000	54.91	$1,647,300.00	714,463	4
2025-02-14	Lane, Nick	Other	-	Direct	Sale	25,000	54.78	$1,369,500.00	124,135	4
2025-01-15	Pearson, Mark	Director,Officer	President and CEO	Direct	Sale	30,000	51.78	$1,553,400.00	629,939	4
2025-01-15	Hurd, Jeffrey J	Officer	Chief Operating Officer	Direct	Sale	6,666	54.65	$364,296.90	92,209	4
2025-01-15	Lane, Nick	Other	-	Direct	Sale	25,000	51.77	$1,294,250.00	121,629	4
2024-12-23	Eckert, William James Iv	Officer	Chief Accounting Officer	Direct	Sale	1,700	46.68	$79,356.00	17,677	4
2024-12-18	Lane, Nick	Other	-	Direct	Sale	25,000	45.69	$1,142,250.00	141,629	4
2024-12-16	Hurd, Jeffrey J	Officer	Chief Operating Officer	Direct	Sale	6,666	47.31	$315,368.46	98,875	4
2024-12-16	Pearson, Mark	Director,Officer	President and CEO	Direct	Sale	30,000	47.31	$1,419,300.00	639,939	4
2024-11-19	Mackay, Craig C	Director	-	Direct	Sale	1,000	46.41	$46,410.00	14,906	4
2024-11-15	Pearson, Mark	Director,Officer	President and CEO	Direct	Sale	30,000	47.43	$1,422,900.00	648,555	4
2024-11-08	Hurd, Jeffrey J	Officer	Chief Operating Officer	Direct	Sale	6,666	47.53	$316,834.98	105,246	4
2024-10-15	Pearson, Mark	Director,Officer	President and CEO	Direct	Sale	30,000	44.40	$1,332,000.00	658,555	4
2024-09-19	Eckert, William James Iv	Officer	Chief Accounting Officer	Direct	Sale	3,500	42.42	$148,470.00	19,321	4
2024-09-16	Pearson, Mark	Director,Officer	President and CEO	Direct	Sale	30,000	40.78	$1,223,400.00	668,555	4
2024-08-29	Pearson, Mark	Director,Officer	President and CEO	Direct	Sale	30,000	42.20	$1,266,000.00	678,555	4
2024-07-15	Hurd, Jeffrey J	Officer	Chief Operating Officer	Direct	Sale	9,969	43.09	$429,564.21	111,552	4
2024-06-14	Hurd, Jeffrey J	Officer	Chief Operating Officer	Direct	Sale	9,969	39.62	$394,971.78	121,521	4
2024-05-15	Hurd, Jeffrey J	Officer	Chief Operating Officer	Direct	Sale	9,969	40.42	$402,946.98	131,093	4
2024-05-02	Bernstein, Seth P	Officer	See Remarks	Direct	Sale	152,473	38.06	$5,803,122.38	88,660	4
2024-04-15	Hurd, Jeffrey J	Officer	Chief Operating Officer	Direct	Sale	9,969	36.47	$363,569.43	141,062	4
2024-04-15	Pearson, Mark	Director,Officer	President and CEO	Direct	Sale	30,000	36.49	$1,094,700.00	685,025	4
2024-04-01	Pearson, Mark	Director,Officer	President and CEO	Direct	Sale	30,000	37.66	$1,129,800.00	695,025	4
2024-03-18	Scott, Bertram L	Director	-	Direct	Sale	7,000	35.29	$247,030.00	20,902	4
2024-03-15	Hurd, Jeffrey J	Officer	Chief Operating Officer	Direct	Sale	9,969	35.32	$352,105.08	151,031	4
2024-03-01	Pearson, Mark	Director,Officer	President and CEO	Direct	Sale	60,000	33.77	$2,026,200.00	703,254	4
2024-02-29	Hurd, Jeffrey J	Officer	Chief Operating Officer	Direct	Sale	9,969	34.28	$341,737.32	160,622	4
2024-02-21	Stonehill, Charles G.T.	Director	-	Direct	Sale	5,000	34.02	$170,100.00	29,758	4
2024-02-15	Lane, Nick	Officer	(See Remarks)	Direct	Sale	20,000	34.27	$685,400.00	166,095	4
2024-02-07	Lane, Nick	Officer	(See Remarks)	Direct	Sale	20,000	34.02	$680,400.00	144,132	4
2024-02-01	Pearson, Mark	Director,Officer	President and CEO	Direct	Sale	60,000	32.52	$1,951,200.00	619,625	4
2024-01-16	Lane, Nick	Officer	(See Remarks)	Direct	Sale	10,000	32.29	$322,900.00	154,132	4
2024-01-02	Pearson, Mark	Director,Officer	President and CEO	Direct	Sale	60,000	33.07	$1,984,200.00	639,625	4
2023-12-22	Lane, Nick	Officer	(See Remarks)	Direct	Sale	10,000	33.30	$333,000.00	159,132	4
2023-12-20	Kaye, Daniel G	Director	-	Direct	Sale	4,845	33.85	$164,003.25	53,757	4
2023-12-14	Eckert, William James Iv	Officer	Chief Accounting Officer	Direct	Sale	7,000	34.59	$242,130.00	20,318	4
2023-12-01	Pearson, Mark	Director,Officer	President and CEO	Direct	Sale	60,000	30.60	$1,836,000.00	657,858	4
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Institutional Ownership

No data available for chart

2026-03-31

74.23%

Inst. Shares: 208,822,784

Shares Outstanding: 281,300,000

2025-12-31

85.39%

Inst. Shares: 254,558,257

Shares Outstanding: 298,100,000

2025-09-30

83.51%

Inst. Shares: 247,370,709

Shares Outstanding: 296,200,000

2025-06-30

87.58%

Inst. Shares: 265,536,939

Shares Outstanding: 303,200,000

2025-03-31

81.60%

Inst. Shares: 251,155,944

Shares Outstanding: 307,800,000

Date	Institutional Shares Owned	Shares Outstanding	Institutional Ownership %
2026-03-31	208,822,784	281,300,000	74.23%
2025-12-31	254,558,257	298,100,000	85.39%
2025-09-30	247,370,709	296,200,000	83.51%
2025-06-30	265,536,939	303,200,000	87.58%
2025-03-31	251,155,944	307,800,000	81.60%
2024-12-31	266,684,015	321,200,000	83.03%
2024-09-30	249,355,103	318,200,000	78.36%
2024-06-30	273,002,158	324,200,000	84.21%
2024-03-31	260,599,243	330,200,000	78.92%
2023-12-31	292,939,507	350,100,000	83.67%
2023-09-30	265,237,315	346,400,000	76.57%
2023-06-30	273,856,067	355,200,000	77.10%
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Equitable Holdings, Inc. (EQH) — SEC Financial Statements & Analysis

Equitable Holdings, Inc. (EQH) is a insurance agents, brokers & service company, incorporated in DE. Equitable Holdings, Inc. trades on EQH-PC: NYSE as: EQH: NYSE, EQH-PA: NYSE. Based on its latest SEC filing (Form 10-Q, period ending 2026-03-31), Equitable Holdings, Inc. reported a -23.37% year-over-year revenue growth, a Gross Profit Margin of 97.96% (TTM), a Price-to-Sales (P/S) ratio of 0.92x (TTM), a Price-to-Book (P/B) ratio of 37.96 (TTM), at a market cap of $10.36B. Figures below are sourced from SEC EDGAR, as-filed.

Net Revenue TTM Growth 1Y: -23.37%
Gross Profit Margin TTM: 97.96%
P/S TTM: 0.92x
P/B TTM: 37.96
Market Cap: $10.36B

Data as of 2026-03-31 · Source: SEC EDGAR

Frequently Asked Questions

What industry is Equitable Holdings, Inc. in?

Equitable Holdings, Inc. (EQH) operates in the Insurance Agents, Brokers & Service industry.

What is EQH's market cap?

Equitable Holdings, Inc. (EQH) has a market capitalization of $10.36B as of 2026-03-31.

What exchange does EQH trade on?

Equitable Holdings, Inc. (EQH) trades on the EQH-PC: NYSE.

Where is Equitable Holdings, Inc. incorporated?

Equitable Holdings, Inc. is incorporated in DE.

Equitable Holdings, Inc. (EQH) — SEC Financial Statements & Analysis

Frequently Asked Questions

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