A Business at a Glance
0 of 5 daily views used (5 remaining). Sign up free for 10 daily views, or try AAPL for a full preview.
Table of Contents Part I, Item 1. Equitable Holdings is one of America’s leading financial services companies and has helped clients prepare for their financial future with confidence since 1859. We are a leading provider of retirement, asset management and wealth management solutions for individual and institutional clients, and had $1.1 trillion of assets under management and administration as of December 31, 2025. Our business operates across three franchises: •Equitable — Insurer providing retirement, income and protection strategies to individuals, families, institutions and small businesses across the United States; •AllianceBernstein (“AB”) — Global active asset manager providing investment services to institutional investors, individuals, and private wealth clients; and •Equitable Advisors — Wealth management platform providing holistic financial advice and investment, protection and risk management services to clients across the United States.
| Metric | TTM | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|---|
| Revenue | 11.7B | 11.7B | 12.4B | 10.5B | 12.6B | 7.6B |
| Net Income | -1.4B | -1.4B | 1.2B | 1.2B | 2.1B | 1.7B |
| EPS | $-4.83 | $-4.83 | $3.69 | $3.42 | $5.46 | $3.98 |
| Free Cash Flow | 714M | 714M | 2.0B | -208M | -851M | -756M |
| ROIC | -0.3% | -31.5% | 20.2% | 21.5% | 20.6% | 10.8% |
| Gross Margin | -10.2% | -10.2% | 16.7% | 6.8% | 23.7% | 34.3% |
| Debt/Equity | 0.00 | -52.16 | 2.45 | 1.55 | 2.91 | 0.34 |
| Dividends/Share | $1.05 | $1.05 | $0.94 | $0.86 | $0.78 | $0.71 |
| Operating Income | -1.2B | -1.2B | 2.1B | 714M | 3.0B | 2.6B |
| Operating Margin | -10.2% | -10.2% | 16.7% | 6.8% | 23.7% | 34.3% |
| ROE | 0.0% | -193.3% | 57.1% | 59.6% | 32.1% | 12.4% |
| Shares Outstanding | 298M | 298M | 325M | 352M | 380M | 421M |
Equitable Holdings, Inc. passes 2 of 9 quality checks, indicating weak fundamentals.
On a free-cash-flow basis, the stock trades at 16.4x vs a median of 13.9x. The company's 5-year average ROIC is 8.4% with a gross margin of 14.2%. Total shareholder yield (dividends + buybacks) is 15.1%. At current prices, the estimated annualized return to fair value is +44.6%.
Equitable Holdings, Inc. (EQH) has a 5-year average return on invested capital (ROIC) of 8.4%. This is below average and may indicate limited pricing power.
Equitable Holdings, Inc. (EQH) has a market capitalization of $11.7B. It is classified as a large-cap stock.
Yes, Equitable Holdings, Inc. (EQH) pays a dividend with a trailing twelve-month yield of 2.68%. The company also returns capital through share buybacks, with a buyback yield of 12.40%.
Equitable Holdings, Inc. (EQH) operates in the Insurance Agents, Brokers & Service industry, within the Financials sector.
Equitable Holdings, Inc. (EQH) reported annual revenue of $11.7 billion in its most recent fiscal year, based on SEC EDGAR filings.
Equitable Holdings, Inc. (EQH) has a net profit margin of -12.4%. The company is currently unprofitable.
Equitable Holdings, Inc. (EQH) generated $714 million in free cash flow in its most recent fiscal year. Positive free cash flow supports dividends, buybacks, and debt reduction.
Equitable Holdings, Inc. (EQH) reported earnings per share (EPS) of $-4.83 in its most recent fiscal year.
Equitable Holdings, Inc. (EQH) has a return on equity (ROE) of -193.3%. A negative ROE may indicate losses or negative equity.
Equitable Holdings, Inc. (EQH) has a 5-year average gross margin of 14.2%. This lower margin is typical of capital-intensive or commodity businesses.
The Ledger Terminal provides 10 years of financial data for Equitable Holdings, Inc. (EQH), sourced directly from SEC EDGAR filings. This includes income statements, balance sheets, cash flow statements, and key financial ratios.
Equitable Holdings, Inc. (EQH) has a book value per share of $-0.25, based on its most recent annual SEC filing.