EQH
Equitable Holdings, Inc.Company Information
- Company Name
- Equitable Holdings, Inc.
- CIK
- CIK0001333986
- Category
- Large accelerated filer
- Ticker: Exchange
- EQH: NYSE, EQH-PA: NYSE, EQH-PC: NYSE
- Fiscal Year End
- December 31
- Owner Organization
- 02 Finance
- SIC
- 6411
- SIC Description
- Insurance Agents, Brokers & Service
- Ticker
- EQH
SEC filing data through
Insider Sentiment
- Last purchase
- 2025-12-01
- Last sale
- 2026-06-18
- Shares purchased (TTM)
- 103.78
- Shares sold (TTM)
- 705,296
Institutional Sentiment
- As of
- 2026-03-31
- Institutional shares owned
- 208,822,784
- Shares outstanding
- 281,300,000
- Ownership
- 74.23%
Earnings Market Reaction
- Filing date
- 2026-08-06
- Price on filing date
- —
- 1-month reaction
- -3.78%
- 3-month reaction
- Pending
Balance Sheet
Values in millions ($)| Line item | 2026-06-30 | 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 | Subscriber-only column | Subscriber-only column | Subscriber-only column | Subscriber-only column | Subscriber-only column | Trend |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Investments | ||||||||||||||||||
| Debt Securities Available For Sale Excluding Accrued Interest | 80,191 | 78,808 | 77,162 | 75,851 | 80,094 | 77,997 | 76,641 | 76,245 | 71,579 | 67,606 | 67,030 | 63,470 | ||||||
| Financing Receivable Excluding Accrued Interest After Allowance For Credit Loss | 24,795 | 22,785 | 22,668 | 22,150 | 21,536 | 20,566 | 20,072 | 19,237 | 18,802 | 18,570 | 18,171 | 17,655 | ||||||
| Mortgages Held For Sale Fair Value Disclosure | 71 | 72 | 50 | - | - | - | 0 | - | - | - | - | - | ||||||
| Loans Insurance Policy | 1,846 | 1,845 | 1,862 | 1,855 | 4,355 | 4,318 | 4,330 | 4,293 | 4,247 | 4,191 | 4,158 | 4,089 | ||||||
| Trading Securities Debt | 1,749 | 1,645 | 1,572 | 1,595 | 1,295 | 1,203 | 1,089 | 2,215 | 2,017 | 1,340 | 1,057 | 1,009 | ||||||
| Other Investments | 10,616 | 9,920 | 10,968 | 8,852 | 8,301 | 8,971 | 8,537 | 6,825 | 5,635 | 5,724 | 6,719 | 6,080 | ||||||
| Investments | 125,851 | 121,679 | 121,004 | 116,505 | 121,798 | 118,908 | 116,441 | 114,246 | 107,726 | 102,620 | 102,173 | 97,209 | ||||||
| Cash And Cash Equivalents At Carrying Value | 17,183 | 9,904 | 12,462 | 13,604 | 14,957 | 8,164 | 6,964 | 9,579 | 9,684 | 10,357 | 8,239 | 6,096 | ||||||
| Cash And Securities Segregated Under Federal And Other Regulations | 229 | 351 | 499 | 425 | 483 | 772 | 500 | 547 | 592 | 866 | 868 | 928 | ||||||
| Receivables From Brokers Dealers And Clearing Organizations | 2,291 | 2,183 | 2,162 | 1,996 | 1,933 | 1,931 | 1,961 | 1,898 | 1,801 | 1,808 | 1,837 | 2,017 | ||||||
| Deferred Policy Acquisition Costs | 7,638 | 7,584 | 7,523 | 7,430 | 7,361 | 7,262 | 7,170 | 7,031 | 6,924 | 6,804 | 6,705 | 6,599 | ||||||
| Reinsurance Recoverables On Paid Losses | 20,744 | 20,373 | 20,127 | 20,025 | 7,501 | 7,523 | 7,899 | 8,068 | 8,087 | 8,252 | 8,352 | 8,271 | ||||||
| Deferred Income Tax Assets Net | 2,986 | 2,611 | 2,577 | 2,337 | 1,749 | 1,687 | 2,003 | 1,707 | 2,129 | 2,075 | 2,050 | 2,035 | ||||||
| Other Assets | 3,744 | 3,936 | 3,771 | 3,678 | 3,962 | 4,574 | 4,462 | 3,738 | 3,828 | 3,619 | 3,323 | 3,945 | ||||||
| Assets Of Disposal Group Including Discontinued Operation | - | - | - | - | - | - | 0 | 0 | 0 | 745 | 565 | 681 | ||||||
| Market Risk Benefit Asset Amount | 940 | 675 | 752 | 762 | 776 | 644 | 863 | 740 | 799 | 821 | 591 | 701 | ||||||
| Separate Account Assets | 143,006 | 130,470 | 136,544 | 136,905 | 131,683 | 124,569 | 134,717 | 137,407 | 132,664 | 133,735 | 127,251 | 117,577 | ||||||
| Assets | 334,657 | 310,382 | 317,990 | 314,409 | 303,088 | 287,366 | 295,727 | 298,841 | 287,639 | 285,469 | 276,814 | 260,252 | ||||||
Liabilities | ||||||||||||||||||
| Policyholder Contract Deposits | 146,445 | 132,662 | 133,433 | 129,561 | 123,359 | 112,793 | 110,929 | 107,404 | 104,049 | 100,228 | 95,673 | 91,912 | ||||||
| Market Risk Benefit Liability Amount | 8,816 | 9,825 | 10,153 | 10,301 | 10,187 | 10,864 | 11,810 | 13,197 | 12,612 | 12,833 | 14,612 | 13,011 | ||||||
| Liability For Future Policy Benefits | 17,372 | 17,441 | 17,660 | 17,611 | 17,557 | 17,372 | 17,613 | 17,936 | 17,433 | 17,340 | 17,363 | 16,647 | ||||||
| Payables To Broker Dealers And Clearing Organizations | 798 | 665 | 1,370 | 1,367 | 1,454 | 642 | 775 | 1,382 | 839 | 1,022 | 1,232 | 454 | ||||||
| Payables To Customers | 2,051 | 1,988 | 1,937 | 1,740 | 1,885 | 2,135 | 1,933 | 1,795 | 2,060 | 2,162 | 2,201 | 2,321 | ||||||
| Reinsurance Payable | 1,155 | 1,306 | 1,542 | 1,451 | 1,350 | 1,357 | 1,421 | 1,426 | 1,373 | 1,402 | 1,450 | 1,424 | ||||||
| Short Term Borrowings | 0 | 0 | 25 | - | - | 0 | 0 | 0 | 0 | 0 | 254 | 0 | ||||||
| Long Term Debt Noncurrent | 3,839 | 3,837 | 3,835 | 3,833 | 4,332 | 4,330 | 3,833 | 3,831 | 3,830 | 3,821 | 3,820 | 3,820 | ||||||
| Other Liabilities | 6,824 | 6,848 | 7,001 | 7,162 | 5,847 | 6,700 | 7,032 | 6,540 | 6,612 | 6,401 | 6,088 | 7,412 | ||||||
| Liabilities Of Disposal Group Including Discontinued Operation | - | - | - | - | - | - | 0 | 0 | 0 | 239 | 153 | 216 | ||||||
| Separate Accounts Liability | 143,006 | 130,470 | 136,544 | 136,905 | 131,683 | 124,569 | 134,717 | 137,407 | 132,664 | 133,735 | 127,251 | 117,577 | ||||||
| Liabilities | 333,434 | 308,132 | 316,202 | 312,461 | 300,125 | 282,872 | 292,179 | 292,662 | 283,212 | 280,763 | 271,656 | 256,335 | ||||||
| Redeemable Noncontrolling Interest Equity Carrying Amount | 365 | 390 | 322 | 344 | 358 | 289 | 125 | 1,223 | 1,088 | 991 | 770 | 636 | ||||||
Stockholders Equity | ||||||||||||||||||
| Common Stock Value | 5 | 5 | 5 | 5 | 5 | 5 | 5 | 5 | 5 | 5 | 5 | 3 | ||||||
| Additional Paid In Capital | 1,939 | 1,915 | 1,932 | 1,917 | 1,901 | 2,305 | 2,336 | 2,343 | 2,337 | 2,322 | 2,328 | 2,308 | ||||||
| Treasury Stock Common Value | -5,559 | -5,190 | -5,165 | -5,011 | -4,423 | -4,296 | -4,198 | -4,072 | -3,932 | -3,801 | -3,712 | -3,592 | ||||||
| Retained Earnings Accumulated Deficit | 8,227 | 8,775 | 8,366 | 8,360 | 9,870 | 10,447 | 10,627 | 9,964 | 10,301 | 10,095 | 10,243 | 11,163 | ||||||
| Accumulated Other Comprehensive Income Loss Net Of Tax | -6,465 | -6,300 | -6,280 | -6,191 | -7,432 | -7,567 | -8,712 | -6,601 | -8,675 | -8,191 | -7,777 | -9,802 | ||||||
| Stockholders Equity | -785 | 1,860 | -74 | 148 | 2,605 | 4,205 | 1,565 | 3,201 | 3,339 | 3,715 | 2,649 | 1,642 | ||||||
| Minority Interest | 1,643 | 1,587 | 1,540 | 1,456 | 1,456 | 1,804 | 1,858 | 1,755 | 1,741 | 1,723 | 1,739 | 1,639 | ||||||
| Liabilities And Stockholders Equity | 334,657 | 310,382 | 317,990 | 314,409 | 303,088 | 287,366 | 295,727 | 298,841 | 287,639 | 285,469 | 276,814 | 260,252 | ||||||
| Debt Securities Available For Sale Amortized Cost Excluding Accrued Interest Before Allowance For Credit Loss | 86,013 | 84,644 | 82,106 | 80,753 | 86,819 | 85,230 | 84,717 | 81,681 | 79,797 | 75,270 | 74,033 | 74,340 | ||||||
| Debt Securities Available For Sale Amortized Cost Allowance For Credit Loss Excluding Accrued Interest | 7 | 8 | 0 | 0 | 3 | 7 | 2 | 4 | 4 | 4 | 4 | 2 | ||||||
| Financing Receivable Allowance For Credit Loss Excluding Accrued Interest | 322 | 286 | 313 | 287 | 305 | 272 | 278 | 261 | 234 | 297 | 279 | 209 | ||||||
| Reinsurance Recoverables Allowance | 7 | 7 | 7 | 7 | 7 | 7 | 8 | 8 | 9 | 8 | 7 | 7 | ||||||
| Preferred Stock Par Or Stated Value Per Share | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | ||||||
| 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 | 466 | 468 | 471 | 473 | 475 | 478 | 481 | 484 | 487 | 491 | 495 | ||||||
| Shares Outstanding | 273 | 281 | 283 | 289 | 302 | 306 | 310 | 315 | 322 | 328 | 334 | 342 | ||||||
| Treasury Stock Common Shares | 193 | 185 | 185 | 182 | 171 | 169 | 168 | 165 | 162 | 159 | 157 | 153 | ||||||
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Recent filings
- 10-QFiled
- 10-QFiled
- 10-KFiled
- 10-QFiled
- 10-QFiled
- 10-QFiled
- 10-KFiled
- 10-QFiled
- 10-QFiled
- 10-QFiled
- 10-KFiled
- 10-QFiled
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Start 7-day free trialEquitable 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 NYSE as: EQH, EQH-PA, EQH-PC. Equitable Holdings, Inc. (EQH)'s most recent SEC filing is a Form 10-Q for the period ended 2026-06-30, filed with the SEC on 2026-08-06. Based on that filing, Equitable Holdings, Inc. carries a market cap of $12.13B, a P/E ratio of -16.29x, a P/B ratio of -15.46x, a P/S ratio of 1.14x, an enterprise value of $-1.21B, and an EV/EBITDA multiple of 1.46x. On profitability, it posts a gross margin of 97.87%, an operating margin of -5.75%, a net margin of -7.02%, a Return on Equity (ROE) of -81.87%, and a Return on Invested Capital (ROIC) of 378.89%. Per share, it reports EPS of $-2.68, diluted EPS of $-2.68, free cash flow per share of $4.88, and a dividend per share of $1.14. Over the trailing year, it posted revenue growth of -22.10% year-over-year, net income growth of -184.56% year-over-year, and EPS growth of -192.13% year-over-year. On the balance sheet, it maintains an interest coverage ratio of 37.42x, free cash flow of $1.36B (TTM), and net debt of $-13.34B. Figures sourced from SEC EDGAR.
- Market Cap
- $12.13B
- P/E TTM
- -16.29x
- EPS TTM
- $-2.68
- P/B TTM
- -15.46x
- ROE TTM
- -81.87%
- Free Cash Flow TTM
- $1.36B
- Net Revenue TTM Growth 1Y
- -22.10%
Data as of 2026-06-30 · 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 exchange does EQH trade on?
Equitable Holdings, Inc. (EQH) trades on the NYSE.
Where is Equitable Holdings, Inc. incorporated?
Equitable Holdings, Inc. is incorporated in DE.
When was Equitable Holdings, Inc. (EQH)'s most recent SEC filing?
Equitable Holdings, Inc. (EQH)'s most recent SEC filing is a Form 10-Q for the period ended 2026-06-30, filed with the SEC on 2026-08-06.
What is EQH's market cap?
Equitable Holdings, Inc. (EQH) has a market capitalization of $12.13B as of 2026-06-30.
What is EQH's EPS (earnings per share)?
Equitable Holdings, Inc. (EQH)'s trailing twelve month EPS is $-2.68 as of 2026-06-30.
What is EQH's ROE (return on equity)?
Equitable Holdings, Inc. (EQH)'s trailing twelve month Return on Equity (ROE) is -81.87% as of 2026-06-30.
What is EQH's ROIC (return on invested capital)?
Equitable Holdings, Inc. (EQH)'s trailing twelve month Return on Invested Capital (ROIC) is 378.89% as of 2024-12-31.
What is EQH's EV/EBITDA?
Equitable Holdings, Inc. (EQH)'s trailing twelve month EV/EBITDA is 1.46x as of 2026-06-30.