Index
-
Market Cap
14.70B
Enterprise Value
-
Income
-982.00M
Sales
11.77B
Book/sh
-6.79
Cash/sh
-
Employees
8000
IPO
May 10, 2018
P/E
-
Forward P/E
6.01
PEG
0.26
P/S
1.25
P/B
-
P/C
-
P/FCF
13.79
EV/EBITDA
-
EV/Sales
-
Quick Ratio
-
Current Ratio
11.62
Debt/Eq
-
LT Debt/Eq
-
Option/Short
Yes / Yes
EPS (ttm)
-3.31
EPS next Y
8.96
EPS next Q
1.86
EPS this Y
26.45%
EPS next Y
25.69%
EPS next 5Y
23.24%
EPS past 3/5Y
- -25.44%
Sales past 3/5Y
-4.62% -0.54%
EPS Y/Y TTM
-356.46%
Sales Y/Y TTM
-17.70%
EPS Q/Q
-38.33%
Sales Q/Q
-10.41%
Insider Own
0.59%
Insider Trans
-12.43%
Inst Own
99.32%
Inst Trans
-5.23%
ROA
-0.30%
ROE
-508.79%
ROIC
-30.32%
Gross Margin
-
Oper. Margin
-3.26%
Profit Margin
-8.34%
SMA20
0.19%
SMA50
2.21%
SMA200
17.44%
Trades
Shs Outstand
273.08M
Shs Float
271.41M
52W High
55.67 -3.27%
52W Low
35.19 53.00%
Volatility
2.62% 2.76%
ATR (14)
1.54
RSI (14)
52.28
Beta
1.07
Rel Volume
1.21
Avg Volume
2.86M
Volume
3,456,471
Perf Week
2.09%
Perf Month
3.66%
Perf Quarter
12.19%
Perf Half Y
27.70%
Perf YTD
13.01%
Perf Year
11.42%
Perf 3Y
104.91%
Perf 5Y
60.75%
Perf 10Y
-
Prev Close
54.61
Price
53.85
Change %
-1.39%
Analysts 11 incl. previous ratings
Rating Distribution 9 Buy · 2 Hold · 0 Sell
Date Action Analyst Rating Change Price Target Change Implied Upside Jul 09, 2026 Downgrade W Wolfe Research
Outperform → Peer Perform Apr 16, 2026 Upgrade R Raymond James
Mkt Perform → Strong Buy $58 +7.7% Mar 26, 2026 Resumed K Keefe Bruyette
Outperform $53 -1.6% Jan 05, 2026 Upgrade J JP Morgan
Neutral → Overweight $60 +11.4% Dec 16, 2025 Initiated M Mizuho
Outperform Sep 16, 2025 Initiated W Wolfe Research
Outperform $61 +13.3% Apr 02, 2025 Upgrade U UBS
Neutral → Buy $77 +43.0% Jan 23, 2025 Initiated B BMO Capital Markets
Outperform $70 +30.0% Jan 10, 2025 Upgrade D Deutsche Bank
Hold → Buy $47 → $58 +7.7% Dec 09, 2024 Upgrade K Keefe Bruyette
Mkt Perform → Outperform $54 → $58 +7.7% Sep 05, 2024 Initiated B Barclays
Overweight $59 +9.6% Jun 18, 2024 Downgrade U UBS
Buy → Neutral $40 → $43 -20.1% Jan 03, 2024 Downgrade J JP Morgan
Overweight → Neutral $35 → $36 -33.1% Dec 11, 2023 Upgrade J Jefferies
Hold → Buy $28 → $37 -31.3% Dec 05, 2023 Downgrade K Keefe Bruyette
Outperform → Mkt Perform $34 -36.9% Oct 05, 2023 Initiated D Deutsche Bank
Hold $31 -42.4% Feb 08, 2023 Initiated R Raymond James
Mkt Perform Dec 09, 2022 Downgrade J Jefferies
Buy → Hold $36 → $34 -36.9% Dec 06, 2022 Downgrade R RBC Capital Mkts
Outperform → Sector Perform $34 → $33 -38.7% May 25, 2022 Upgrade J JP Morgan
Neutral → Overweight $36 -33.1%
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Show Previous News
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
SCOTT BERTRAM L Director Sep 21 '26 Sale 54.35 2,780 151,093 23,685 Sep 21 04:10 PM BERTRAM L SCOTT Director Sep 21 '26 Proposed Sale 54.35 2,780 151,093 Sep 21 04:07 PM MacKay Craig C Director Sep 17 '26 Sale 54.27 2,000 108,550 16,999 Sep 18 04:20 PM CRAIG MACKAY Director Sep 17 '26 Proposed Sale 54.27 2,000 108,550 Sep 17 04:04 PM Lane Nick See Remarks Sep 04 '26 Sale 53.24 14,923 794,518 110,007 Sep 08 04:07 PM ARLENE ISAACS-LOWE Director Sep 04 '26 Proposed Sale 52.83 1,000 52,825 Sep 04 04:16 PM Isaacs-Lowe Arlene Director Sep 04 '26 Sale 52.83 1,000 52,825 19,763 Sep 04 04:09 PM Nick Lane Officer Sep 04 '26 Proposed Sale 53.24 14,923 794,518 Sep 04 04:03 PM HURD JEFFREY J Chief Operating Officer Aug 17 '26 Option Exercise 21.34 9,359 199,721 79,378 Aug 18 04:14 PM HURD JEFFREY J Chief Operating Officer Aug 17 '26 Sale 51.98 14,359 746,419 65,019 Aug 18 04:14 PM JEFFREY HURD Officer Aug 17 '26 Proposed Sale 53.09 14,359 762,319 Aug 17 04:33 PM MacKay Craig C Director Aug 11 '26 Sale 51.37 2,200 113,003 18,999 Aug 11 04:41 PM CRAIG MACKAY Director Aug 11 '26 Proposed Sale 51.37 2,200 113,003 Aug 11 04:09 PM Eckert William James IV Chief Accounting Officer Aug 10 '26 Sale 52.88 947 50,073 8,419 Aug 10 04:23 PM Stonehill Charles G.T. Director Aug 06 '26 Sale 51.54 7,500 386,554 34,357 Aug 10 04:23 PM SCOTT BERTRAM L Director Aug 06 '26 Sale 51.15 1,466 74,987 26,465 Aug 10 04:19 PM WILLIAM J ECKERT IV Officer Aug 10 '26 Proposed Sale 52.88 947 50,073 Aug 10 04:08 PM CHARLES STONEHILL Director Aug 06 '26 Proposed Sale 51.54 7,500 386,554 Aug 06 04:10 PM BERTRAM L SCOTT Director Aug 06 '26 Proposed Sale 51.15 1,466 74,987 Aug 06 04:09 PM Pearson Mark President and CEO Jul 20 '26 Option Exercise 23.18 27,200 630,496 793,103 Jul 21 05:00 PM Pearson Mark President and CEO Jul 20 '26 Sale 48.54 39,700 1,926,972 753,403 Jul 21 05:00 PM HURD JEFFREY J Chief Operating Officer Jul 15 '26 Option Exercise 21.34 9,358 199,700 84,106 Jul 17 04:19 PM HURD JEFFREY J Chief Operating Officer Jul 15 '26 Sale 48.86 14,358 701,581 69,748 Jul 17 04:19 PM Pearson Mark President and CEO Jun 18 '26 Option Exercise 23.18 27,200 630,496 805,603 Jun 23 04:23 PM Pearson Mark President and CEO Jun 18 '26 Sale 45.28 39,700 1,797,814 765,903 Jun 23 04:23 PM HURD JEFFREY J Chief Operating Officer Jun 15 '26 Option Exercise 21.34 9,358 199,700 89,106 Jun 18 04:21 PM HURD JEFFREY J Chief Operating Officer Jun 15 '26 Sale 45.11 14,358 647,693 74,748 Jun 18 04:21 PM Eckert William James IV Chief Accounting Officer Jun 10 '26 Sale 41.83 6,200 259,346 9,366 Jun 10 04:27 PM WILLIAM J ECKERT IV Officer Jun 10 '26 Proposed Sale 41.83 6,200 259,346 Jun 10 04:07 PM SCOTT BERTRAM L Director Jun 04 '26 Sale 41.08 2,470 101,478 27,931 Jun 05 04:16 PM BERTRAM L SCOTT Director Jun 04 '26 Proposed Sale 41.08 2,470 101,478 Jun 04 04:17 PM Hondal Francis Director Dec 01 '25 Buy 46.86 104 4,863 25,931 May 21 05:11 PM Pearson Mark President and CEO May 18 '26 Option Exercise 23.18 27,200 630,496 816,383 May 20 04:21 PM Pearson Mark President and CEO May 18 '26 Sale 42.60 39,700 1,691,236 776,683 May 20 04:21 PM Eckert William James IV Chief Accounting Officer May 15 '26 Sale 42.48 7,300 310,140 15,506 May 18 05:18 PM Lane Nick See Remarks May 15 '26 Option Exercise 23.18 4,417 102,386 128,635 May 18 05:17 PM Lane Nick See Remarks May 15 '26 Sale 42.45 4,417 187,486 124,218 May 18 05:17 PM HURD JEFFREY J Chief Operating Officer May 15 '26 Option Exercise 21.34 9,358 199,700 93,761 May 18 05:16 PM HURD JEFFREY J Chief Operating Officer May 15 '26 Sale 42.44 14,358 609,419 79,403 May 18 05:16 PM Mark Pearson President / CEO / Director May 18 '26 Proposed Sale 42.58 119,100 5,071,278 May 18 05:12 PM JEFFREY HURD Officer May 15 '26 Proposed Sale 42.52 43,074 1,831,506 May 15 04:25 PM NICK LANE Officer May 15 '26 Proposed Sale 42.52 4,417 187,811 May 15 04:24 PM WILLIAM J ECKERT IV Officer May 15 '26 Proposed Sale 42.48 7,300 310,140 May 15 04:15 PM BERTRAM L SCOTT Director May 08 '26 Proposed Sale 42.59 5,906 251,537 May 08 04:24 PM Pearson Mark President and CEO Apr 20 '26 Option Exercise 23.18 27,200 630,496 828,883 Apr 21 04:18 PM Pearson Mark President and CEO Apr 20 '26 Sale 41.63 39,700 1,652,640 789,183 Apr 21 04:18 PM Lane Nick See Remarks Apr 15 '26 Option Exercise 23.18 10,000 231,800 134,218 Apr 17 04:21 PM Lane Nick See Remarks Apr 15 '26 Sale 40.44 10,000 404,421 124,218 Apr 17 04:21 PM HURD JEFFREY J Chief Operating Officer Apr 15 '26 Option Exercise 21.34 9,358 199,700 98,761 Apr 17 04:20 PM HURD JEFFREY J Chief Operating Officer Apr 15 '26 Sale 40.58 14,358 582,697 84,403 Apr 17 04:20 PM Pearson Mark President and CEO Apr 15 '26 Option Exercise 23.18 1,387 32,151 803,070 Apr 17 04:18 PM Pearson Mark President and CEO Apr 15 '26 Sale 40.03 1,387 55,518 801,683 Apr 17 04:18 PM JEFFREY HURD Officer Apr 15 '26 Proposed Sale 39.21 14,358 562,977 Apr 15 04:54 PM NICK LANE Officer Apr 15 '26 Proposed Sale 39.21 10,000 392,100 Apr 15 04:44 PM Pearson Mark President and CEO Apr 08 '26 Option Exercise 23.18 25,813 598,345 839,996 Apr 10 04:24 PM Pearson Mark President and CEO Apr 08 '26 Sale 40.05 38,313 1,534,355 801,683 Apr 10 04:24 PM HURD JEFFREY J Chief Operating Officer Apr 08 '26 Option Exercise 21.34 9,358 199,700 103,761 Apr 09 04:12 PM HURD JEFFREY J Chief Operating Officer Apr 08 '26 Sale 40.04 14,358 574,840 89,403 Apr 09 04:12 PM Lane Nick See Remarks Apr 08 '26 Option Exercise 23.18 10,000 231,800 134,218 Apr 09 04:11 PM Lane Nick See Remarks Apr 08 '26 Sale 40.04 10,000 400,381 124,218 Apr 09 04:11 PM NICK LANE Officer Apr 08 '26 Proposed Sale 37.75 10,000 377,500 Apr 08 04:36 PM JEFFREY HURD Officer Apr 08 '26 Proposed Sale 37.75 14,358 542,014 Apr 08 04:35 PM Lane Nick See Remarks Feb 17 '26 Option Exercise 23.18 10,000 231,800 137,876 Feb 19 04:13 PM Lane Nick See Remarks Feb 17 '26 Sale 44.99 30,000 1,349,651 107,876 Feb 19 04:13 PM Pearson Mark President and CEO Feb 18 '26 Option Exercise 23.18 27,200 630,496 803,155 Feb 19 04:13 PM Pearson Mark President and CEO Feb 18 '26 Sale 45.50 39,700 1,806,350 763,455 Feb 19 04:13 PM Mark Pearson President / CEO / Director Feb 18 '26 Proposed Sale 45.25 119,100 5,389,275 Feb 18 04:43 PM Pearson Mark President and CEO Jan 20 '26 Option Exercise 23.18 27,200 630,496 692,645 Jan 21 04:10 PM Pearson Mark President and CEO Jan 20 '26 Sale 46.20 39,700 1,834,298 652,945 Jan 21 04:10 PM Lane Nick See Remarks Jan 15 '26 Option Exercise 23.18 10,000 231,800 129,958 Jan 16 04:13 PM Lane Nick See Remarks Jan 15 '26 Sale 47.65 30,000 1,429,487 99,958 Jan 16 04:13 PM HURD JEFFREY J Chief Operating Officer Jan 15 '26 Sale 47.65 6,790 323,559 55,023 Jan 16 04:13 PM Gonzalez Jose Ramon Officer Dec 23 '25 Proposed Sale 48.19 2,449 118,017 Dec 23 09:47 AM Lane Nick See Remarks Dec 18 '25 Option Exercise 23.18 10,000 231,800 149,958 Dec 19 04:06 PM Lane Nick See Remarks Dec 18 '25 Sale 47.87 30,000 1,436,248 119,958 Dec 19 04:06 PM Pearson Mark President and CEO Dec 18 '25 Option Exercise 23.18 27,200 630,496 705,145 Dec 19 04:05 PM Pearson Mark President and CEO Dec 18 '25 Sale 47.88 39,700 1,900,665 665,445 Dec 19 04:05 PM NICK LANE Officer Dec 18 '25 Proposed Sale 48.16 90,000 4,334,400 Dec 18 04:55 PM HURD JEFFREY J Chief Operating Officer Dec 15 '25 Sale 48.35 6,790 328,322 61,813 Dec 16 05:27 PM JEFFREY J HURD Officer Dec 15 '25 Proposed Sale 48.26 13,580 655,371 Dec 15 04:28 PM Eckert William James IV Chief Accounting Officer Dec 10 '25 Sale 47.27 4,300 203,261 15,625 Dec 11 04:19 PM WILLIAM J ECKERT IV Officer Dec 10 '25 Proposed Sale 42.27 4,300 181,761 Dec 10 04:12 PM Pearson Mark President and CEO Nov 18 '25 Option Exercise 23.18 27,200 630,496 716,240 Nov 20 04:38 PM Pearson Mark President and CEO Nov 18 '25 Sale 43.14 39,700 1,712,848 676,540 Nov 20 04:38 PM HURD JEFFREY J Chief Operating Officer Nov 17 '25 Sale 43.28 6,790 293,871 68,308 Nov 18 04:49 PM Mark Pearson President / CEO / Director Nov 18 '25 Proposed Sale 42.92 119,100 5,111,772 Nov 18 04:28 PM JEFFREY J HURD Officer Nov 17 '25 Proposed Sale 44.72 6,790 303,649 Nov 17 04:23 PM
Equitable Holdings, Inc. engages in the provision of financial services. It operates through the following segments: Individual Retirement, Group Retirement, Investment Management and Research, Protection Solutions, Wealth Management, Legacy, and Corporate and Other. The Individual Retirement segment includes annuity products, which primarily meet the needs of individuals saving for retirement or seeking retirement income. The Group Retirement segment offers tax-deferred investment and retirement services or products to plans sponsored by educational entities, municipalities and not-for-profit entities, as well as small and medium-sized businesses. The Investment Management and Research segment provides investment management, research and related services. The Protection Solutions segment focuses on life insurance products on attractive protection segments such as VUL insurance and IUL insurance and employee benefits business on small and medium-sized businesses. The Wealth Management segment refers to the discretionary and non-discretionary investment advisory accounts, financial planning and advice, insurance, and annuity products. The Legacy segment consists of capital intensive fixed-rate GMxB business written in the Individual Retirement market prior to 2011. The company was founded by Henry B. Hyde in 1859 and is headquartered in New York, NY.
President Mr. Mark Pearson FCCA
Senior Executive VP & CFO Mr. Robin Matthew Raju
Senior Executive VP & COO Mr. Jeffrey Joy Hurd J.D.
Head of Asset Management Mr. Seth Perry Bernstein
President of Equitable Mr. Nicholas Burritt Lane