Stocktoria
Equitable Holdings, Inc. EQH
Equitable Holdings, Inc. (EQH) earns a Piotroski F-score of 4/9 (mixed financial health). It pays a dividend yielding 2.61% (safety: safe). FY2025 revenue was $11.7B at a -11.8% net margin.
Quality score trend · recomputed for each fiscal year
Each year's score is computed from that year's filing — a rising Piotroski F or Altman Z″ means improving financial health, a fall is worth a look.
Analyst price target
Recent analyst actions
| Date | Firm | Rating |
|---|---|---|
| 2026-08-11 | Keefe, Bruyette & Woods | Outperform (main) |
| 2026-08-05 | Barclays | Overweight (main) |
| 2026-07-13 | Evercore ISI Group | Outperform (main) |
| 2026-07-13 | Keefe, Bruyette & Woods | Outperform (main) |
| 2026-07-10 | Jefferies | Buy (main) |
| 2026-07-09 | Wells Fargo | Overweight (main) |
Wall Street analyst consensus — a sentiment gauge, not our scoring.
Forward estimates · earnings calendar →
Consensus analyst estimates and scheduled dates — forward-looking, may change.
Smart money · insiders, last 12 months
Open-market insider purchases minus sells (SEC Form 4) — real buying with their own money is a bullish “smart money” signal; grants and option exercises are excluded.
How it ranks in Finance, Insurance & Real Estate · percentile among 1129 companies
Percentile vs other Finance, Insurance & Real Estate companies we cover — e.g. “stronger than 90%” means only 10% score higher on that measure.
Piotroski F breakdown · 4/9 tests passed
- Positive return on assets
- Positive operating cash flow
- Rising ROA
- Cash flow exceeds net income
- Lower long-term debt
- Rising current ratio
- No share dilution
- Rising gross margin
- Rising asset turnover
Sector peers · similar-size Finance, Insurance & Real Estate companies compare side by side →
| Ticker | Company | Piotroski F | Altman Z″ | P / E | Revenue growth |
|---|---|---|---|---|---|
| EQH | Equitable Holdings, Inc. | 4/9 | — | — | -6.1% |
| WTW | WILLIS TOWERS WATSON PLC | 6/9 | 1.51 | 15.3 | -2.2% |
| AJG | Arthur J. Gallagher & Co. | 5/9 | — | 38.9 | +20.7% |
| AON | Aon plc | 6/9 | 1.13 | 19 | +9.4% |
| BRO | BROWN & BROWN, INC. | 3/9 | — | 20.7 | +22.8% |
| YB | Yuanbao Inc. | 4/9 | — | — | +33.1% |
| ERIE | ERIE INDEMNITY CO | 3/9 | 7.53 | 19.9 | +7.2% |
All Finance, Insurance & Real Estate companies →
About Equitable Holdings, Inc.
Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through six segments: Individual Retirement, Group Retirement, Asset Management, Protection Solutions, Wealth Management, and Legacy. The Individual Retirement variable annuity products, including structured capital strategies, retirement cornerstone, and investment edge primarily to affluent and high net worth individuals. The Group Retirement 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. It offers guaranteed and structured investment option, and personal income benefit variable annuity products and open architecture mutual fund platform. The Asset Management segment offers investment management and related services to various clients through institutions, retail, and private wealth management. The Protection Solutions segment provides life insurance products, such as VUL and COLI insurance, IUL insurance, and term life; and employee benefits business which includes group life, supplemental life, dental, vision, short-term disability, long-term disability, critical illness, accident and hospital indemnity insurance products to small and medium-sized businesses. The Wealth Management segment offers discretionary and non-discretionary investment advisory accounts, financial planning and advice, life insurance, and annuity products. The Legacy segment consists of the capital intensive fixed-rate GMxB business that includes ROP death benefits. 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.
FAQ
Is EQH financially healthy?
Equitable Holdings, Inc.'s Piotroski F-score is 4/9 (8–9 is excellent, 0–3 weak).
Does EQH pay a dividend, and is it safe?
Yes. Equitable Holdings, Inc. pays a dividend yielding about 2.61% with a -22.8% payout ratio, rated “safe” for safety.
How profitable is EQH?
In FY2025, Equitable Holdings, Inc. had a net margin of -11.8% and a return on equity of -94.1%.
Is EQH overvalued or undervalued?
Equitable Holdings, Inc. trades at about 14.1× trailing earnings — above its 10-year norm (10-year range 5.6×–14.7×, median 8.5×). Stocktoria reports the data, not buy/sell advice.
What is the analyst price target for EQH?
The average Wall-Street price target for Equitable Holdings, Inc. is $61.55, about 18.7% above the recent price, from 11 analysts (consensus: strong buy).
Is EQH a good stock to buy?
Stocktoria doesn't give buy or sell advice, but here is the data on Equitable Holdings, Inc.: a Piotroski F-score of 4/9, a dividend yield of 2.61%. Weigh these quality and valuation signals against your own goals.
Computed from company filings · US · as of 2025-12-31. Facts plus Stocktoria's own computed scores — not investment advice.