Deeper Dive: Understanding Equitable Holdings Inc (EQH) Through its Various Ratios

Kevin Freeman

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The price of Equitable Holdings Inc (NYSE: EQH) closed at $45.63 in the last session, up 2.72% from day before closing price of $44.42. In other words, the price has increased by $2.72 from its previous closing price. On the day, 2.59 million shares were traded. EQH stock price reached its highest trading level at $45.685 during the session, while it also had its lowest trading level at $44.33.

Ratios:

We take a closer look at EQH’s different ratios to gain a better understanding of the stock. In the meantime, Its Debt-to-Equity ratio is 25.90 whereas as Long-Term Debt/Eq ratio is at 25.90.

Upgrades & Downgrades

In the most recent recommendation for this company, Wolfe Research on September 16, 2025, initiated with a Outperform rating and assigned the stock a target price of $61.

On April 02, 2025, UBS Upgraded its rating to Buy which previously was Neutral but kept the price unchanged to $77.

On January 23, 2025, BMO Capital Markets started tracking the stock assigning a Outperform rating and target price of $70.BMO Capital Markets initiated its Outperform rating on January 23, 2025, with a $70 target price.

Insider Transactions:

An investor can also benefit from insider trades by learning what management is thinking about the future direction of stock prices. A recent insider transaction in this stock occurred on Nov 18 ’25 when Pearson Mark sold 39,700 shares for $43.14 per share. The transaction valued at 1,712,848 led to the insider holds 676,540 shares of the business.

HURD JEFFREY J sold 6,790 shares of EQH for $293,871 on Nov 17 ’25. The Chief Operating Officer now owns 68,308 shares after completing the transaction at $43.28 per share. On Nov 18 ’25, another insider, Mark Pearson, who serves as the President / CEO / Director of the company, bought 119,100 shares for $42.92 each.

Valuation Measures:

Investors should consider key stock statistics when deciding whether to invest or divest. In the wake of the recent closing price, EQH now has a Market Capitalization of 13667850240 and an Enterprise Value of 7106457088. For the stock, the TTM Price-to-Sale (P/S) ratio is 1.00. Its current Enterprise Value per Revenue stands at 0.581 whereas that against EBITDA is 7.496.

Stock Price History:

The Beta on a monthly basis for EQH is 1.13, which has changed by -0.069348395 over the last 52 weeks, in comparison to a change of 0.12415576 over the same period for the S&P500. Over the past 52 weeks, EQH has reached a high of $56.61, while it has fallen to a 52-week low of $41.39. The 50-Day Moving Average of the stock is -4.36%, while the 200-Day Moving Average is calculated to be -10.76%.

Shares Statistics:

According to the various share statistics, EQH traded on average about 3.00M shares per day over the past 3-months and 3166460 shares per day over the past 10 days. A total of 289.21M shares are outstanding, with a floating share count of 284.52M. Insiders hold about 0.70% of the company’s shares, while institutions hold 101.48% stake in the company. Shares short for EQH as of 1763078400 were 8562373 with a Short Ratio of 2.85, compared to 1760486400 on 7556933. Therefore, it implies a Short% of Shares Outstanding of 8562373 and a Short% of Float of 3.4799999999999995.

Dividends & Splits

The forward annual dividend rate for EQH is 1.05, which was 1.04 in the trailing 12 months. Against a Trailing Annual Dividend Yield of 0.023412878. The stock’s 5-year Average Dividend Yield is 2.36.

Earnings Estimates

Investors are keenly observing as 11.0 analysts analyze and rate. The current performance of Equitable Holdings Inc (EQH) in the stock market.The consensus estimate for the next quarter is $1.85, with high estimates of $1.93 and low estimates of $1.79.

Analysts are recommending an EPS of between $5.79 and $5.59 for the fiscal current year, implying an average EPS of $5.66. EPS for the following year is $7.94, with 12.0 analysts recommending between $8.41 and $7.6.

Revenue Estimates

According to 5 analysts,. The current quarter’s revenue is expected to be $3.95B. It ranges from a high estimate of $4.43B to a low estimate of $3.55B. As of. The current estimate, Equitable Holdings Inc’s year-ago sales were $3.62BFor the next quarter, 5 analysts are estimating revenue of $4.11B. There is a high estimate of $4.52B for the next quarter, whereas the lowest estimate is $3.61B.

A total of 7 analysts have provided revenue estimates for EQH’s current fiscal year. The highest revenue estimate was $16.45B, while the lowest revenue estimate was $14.42B, resulting in an average revenue estimate of $15.55B. In the same quarter a year ago, actual revenue was $12.44BBased on 7 analysts’ estimates, the company’s revenue will be $16.67B in the next fiscal year. The high estimate is $18.57B and the low estimate is $14.77B.