Equitable Holdings, Inc.(EQH)Stock Analysis
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Rank #2,145 of 2,962 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
EQH Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for Equitable Holdings, Inc. (EQH), a Financials sector company. 13F Pro's AI-powered ranking engine scores EQH at 39.5/100 on a 32-signal composite quality model, placing it at rank #2,145 of 2,962 stocks — the bottom half of the AI-ranked universe. EQH scores in the top quartile across institutional flow (94.8), revenue scale (87.0). Areas of concern include revenue growth (13.2) and profitability (19.1), which score below median versus the broader universe. Shareholder dilution risk is elevated at 38.2/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Equitable Holdings, Inc. reports quarterly revenue of $1.7B, net income of $-453.0M. Top institutional holders of EQH by reported 13-F value include BlackRock, NORGES BANK, PRICE T ROWE ASSOCIATES, based on the most recent SEC filings. EQH trades on the NYSE exchange and files with the SEC under CIK 1333986. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate EQH daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Equitable Holdings, Inc. directly from SEC EDGAR. Equitable Holdings, Inc.'s 13F Pro composite quality score has ranged between 25 and 65 since 2021, currently 39.5 — a declining long-term trajectory across 68 quarterly and live scoring snapshots.
Revenue
Q2 2026
$1.7B
Net Income
Q2 2026
$-453.0M
ROIC
Q2 2026
-64.6%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
-6.1% YoYNet Income
-207.8% YoYEPS (Diluted)
-230.9% YoYTotal Assets
+7.5% YoYTotal Debt
+0.7% YoYOp. Cash Flow
-64.4% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $11.66B -6.1% | $12.43B +18.8% | $10.46B -17.3% | $12.64B +66.1% | $7.61B -38.7% | $12.41B |
| Net Income | $-1.38B -207.8% | $1.28B -0.2% | $1.28B -40.4% | $2.15B +22.7% | $1.75B +370.8% | $-648.0M |
| EPS (Diluted) | $-4.83 -230.9% | $3.69 +7.9% | $3.42 -37.4% | $5.46 +37.2% | $3.98 +355.1% | $-1.56 |
| Total Assets | $317.99B +7.5% | $295.73B +6.9% | $276.69B +9.5% | $252.70B -13.5% | $292.26B +6.1% | $275.40B |
| Total Debt | $3.86B +0.7% | $3.83B -5.9% | $4.07B -0.2% | $4.08B +3.8% | $3.93B -4.5% | $4.12B |
| Operating Cash Flow | $714.0M -64.4% | $2.01B +1064.4% | $-208.0M +16.8% | $-250.0M -29.5% | $-193.0M -216.4% | $-61.0M |
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Available Research
13F Pro tracks comprehensive data for Equitable Holdings, Inc. including:
Top Institutional Holders of EQH
BlackRock, Inc.
$1.1B25,895,739 shNORGES BANK
$804.2M18,326,687 shPRICE T ROWE ASSOCIATES INC /MD/
$798.0M18,186,798 shVANGUARD PORTFOLIO MANAGEMENT LLC
$589.9M13,443,991 shVANGUARD CAPITAL MANAGEMENT LLC
$557.4M12,703,293 shHARRIS ASSOCIATES L P
$416.4M9,489,037 shSTATE STREET CORP
$412.0M9,388,296 shCANADA PENSION PLAN INVESTMENT BOARD
$399.6M9,106,103 shWELLINGTON MANAGEMENT GROUP LLP
$385.5M8,784,986 shCapital International Investors
$369.3M8,415,039 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $1.1B | 25,895,739 |
| NORGES BANK | $804.2M | 18,326,687 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $798.0M | 18,186,798 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $589.9M | 13,443,991 |
| VANGUARD CAPITAL MANAGEMENT LLC | $557.4M | 12,703,293 |
| HARRIS ASSOCIATES L P | $416.4M | 9,489,037 |
| STATE STREET CORP | $412.0M | 9,388,296 |
| CANADA PENSION PLAN INVESTMENT BOARD | $399.6M | 9,106,103 |
| WELLINGTON MANAGEMENT GROUP LLP | $385.5M | 8,784,986 |
| Capital International Investors | $369.3M | 8,415,039 |
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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
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Popular Research
Is EQH a good stock to buy?
13F Pro's AI-powered analysis of Equitable Holdings, Inc. (EQH) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for EQH are available on the EQH stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. EQH is classified as a large company.
Which hedge funds own EQH?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling EQH. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Equitable Holdings, Inc.'s investment landscape.