Ratios Reveal: Breaking Down Equitable Holdings Inc (EQH)’s Financial Health

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Equitable Holdings Inc (NYSE: EQH) closed the day trading at $54.64 up 0.05% from the previous closing price of $54.61. In other words, the price has increased by $0.05 from its previous closing price. On the day, 2.27 million shares were traded. EQH stock price reached its highest trading level at $54.655 during the session, while it also had its lowest trading level at $53.745.

Ratios:

For a better understanding of EQH, let’s look at its different ratios. In the meantime, Its Debt-to-Equity ratio is 3.77 whereas as Long-Term Debt/Eq ratio is at 3.77.

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

Deutsche Bank Upgraded its Hold to Buy on January 10, 2025, whereas the target price for the stock was revised from $47 to $58.

Insider Transactions:

The insider trade also gives investors a glimpse into the future direction of stock prices, which can be beneficial to investors. A recent insider transaction in this stock occurred on Jul 15 ’25 when Pearson Mark sold 30,000 shares for $52.22 per share. The transaction valued at 1,566,600 led to the insider holds 714,367 shares of the business.

MARK PEARSON bought 30,000 shares of EQH for $1,602,300 on Jul 15 ’25. On Jun 20 ’25, another insider, Eckert William James IV, who serves as the Chief Accounting Officer of the company, sold 4,000 shares for $53.09 each. As a result, the insider received 212,340 and left with 19,827 shares of the company.

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 16366647296 and an Enterprise Value of 9959672832. As of this moment, Equitable’s Price-to-Earnings (P/E) ratio for their current fiscal year is 44.07, and their Forward P/E ratio for the next fiscal year is 6.82. The expected Price-to-Earnings-to-Growth (PEG) calculation for the next 5 years is 2.55. For the stock, the TTM Price-to-Sale (P/S) ratio is 1.14. Its current Enterprise Value per Revenue stands at 0.713 whereas that against EBITDA is 4.176.

Stock Price History:

The Beta on a monthly basis for EQH is 1.16, which has changed by 0.34052992 over the last 52 weeks, in comparison to a change of 0.16461086 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 $37.99. The 50-Day Moving Average of the stock is 2.70%, while the 200-Day Moving Average is calculated to be 7.30%.

Shares Statistics:

Over the past 3-months, EQH traded about 2.56M shares per day on average, while over the past 10 days, EQH traded about 3564640 shares per day. A total of 301.77M shares are outstanding, with a floating share count of 297.95M. Insiders hold about 0.53% of the company’s shares, while institutions hold 103.22% stake in the company. Shares short for EQH as of 1753920000 were 4579435 with a Short Ratio of 1.79, compared to 1751241600 on 6140644. Therefore, it implies a Short% of Shares Outstanding of 4579435 and a Short% of Float of 1.7500000000000002.

Dividends & Splits

EQH’s forward annual dividend rate is 1.02, up from 1.02 a year ago. Against a Trailing Annual Dividend Yield of 0.018677898The stock’s 5-year Average Dividend Yield is 2.43.

Earnings Estimates

The stock of Equitable Holdings Inc (EQH) is currently in the spotlight, with 5.0 analysts actively rating and assessing its market standing.The consensus estimate for the next quarter is $1.77, with high estimates of $1.84 and low estimates of $1.69.

Analysts are recommending an EPS of between $6.0 and $5.65 for the fiscal current year, implying an average EPS of $5.87. EPS for the following year is $8.1, with 8.0 analysts recommending between $8.66 and $7.85.

Revenue Estimates

5 analysts predict $3.7B in revenue for the current quarter. It ranges from a high estimate of $4.25B to a low estimate of $3.1B. As of the current estimate, Equitable Holdings Inc’s year-ago sales were $3.08BFor the next quarter, 5 analysts are estimating revenue of $3.75B. There is a high estimate of $4.29B for the next quarter, whereas the lowest estimate is $3.16B.

A total of 6 analysts have provided revenue estimates for EQH’s current fiscal year. The highest revenue estimate was $16.58B, while the lowest revenue estimate was $13.81B, resulting in an average revenue estimate of $15.25B. In the same quarter a year ago, actual revenue was $12.44BBased on 7 analysts’ estimates, the company’s revenue will be $16.1B in the next fiscal year. The high estimate is $18.41B and the low estimate is $13.29B.

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