EQH· Equitable Hldgs Inc.

CUSIP 29452E101·Sector Financial Services →·

·Investor Relations ↗

Current price

$42.60

Market cap

$12.0B

52w low

$35.20

52w high

$56.61

Whale holders

Aggregate held

$166M

Net flow (Q/Q)

-$40M

Insider buys/sells · last 6 mo · open market only

	Transactions	Total $
Buys	0	$0
Sells	15	$8M

Whale	% of portfolio	Recent activity	Δ shares	Value
Pzena Investment Management LLC	0.5%	Add 3.2%	138,999	$166M

Held alongside EQH

Top stocks EQH's whales also own — ranked by holder overlap

COFCapital One Financial· 2 shared DGDollar Gen Corp. New· 2 shared G1151C101Accenture Plc Ireland· 2 shared GOOGLAlphabet Inc.· 2 shared ELVElevance Health Inc. Formerly· 2 shared TSMTaiwan Semiconductor Mfg Ltd.· 2 shared GPIGroup 1 Automotive Inc.· 2 shared 48581R205Kaspi Kz Jsc· 2 shared LADLithia Mtrs Inc.· 2 shared SDHCSmith Douglas Homes Corp.· 2 shared

Quarterly ownership history

Last 6 quarters

Quarter	Whales	Aggregate	Buying	Selling	Net flow
2026-03-31	1	$166M	0 · $0	1 · $40M	-$40M
2025-12-31	3	$408M	0 · $0	3 · $25M	-$25M
2025-09-30	3	$434M	1 · $218M	3 · $68M	$150M
2025-06-30	3	$284M	3 · $20M	1 · $171M	-$151M
2025-03-31	4	$434M	4 · $196M	0 · $0	$196M
2024-12-31	3	$238M	3 · $238M	0 · $0	$238M

EQH Financials

Live via yfinance — refreshed daily.

Valuation

Market capitalization$12.0B

Enterprise value$10.4B

EV / EBITDA (TTM)17.67

P/E ratio (TTM)—

Forward P/E4.86

P/S ratio1.06

P/B ratio-15.08

PEG ratio—

Cash Flow

Operating cash flow (TTM)—

Free cash flow (TTM)—

Total cash$11.5B

Total debt$6.9B

Debt / equity307.87

Current ratio55.74

Income Statement

Total revenue (TTM)$11.3B

Revenue per share (TTM)38.85

Gross profit (TTM)$1.5B

EBITDA (TTM)$589M

Net income (TTM)-$883M

EPS diluted (TTM)-2.85

Shares outstanding281,519,390

Float shares279,503,364

Profitability

Gross margin13.19%

Operating margin22.43%

EBITDA margin5.20%

Net margin-7.26%

Efficiency

Return on assets (TTM)-0.05%

Return on equity (TTM)-13.52%

Price History

Current price$42.60

52 Week high$56.61

52 Week low$35.20

50 day average$39.60

200 day average$46.41

Average volume (10 day)4,392,830

1-year beta1.13

1-year price target$57.77

Dividends

Dividend yield2.54%

Dividend rate (annual)$1.08

Payout ratio76.74%

Fundamentals are sourced from yfinance and refreshed daily. Last updated May 10, 2026, 5:37 PM. Empty cells (—) mean yfinance doesn't have that field for this ticker (common for ADRs, recent IPOs, or non-applicable ratios).

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