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Equitable Holdings, Inc. (EQH) AI Forecast

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Equitable Holdings, Inc. (EQH) Stock Forecast 2025


Equitable Holdings, Inc. (EQH) AI Stock Price Forecast & Investment Analysis

Equitable Holdings, Inc. Stock Price Chart and Technical Analysis

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Equitable Holdings, Inc. (EQH) - Comprehensive Stock Analysis & Investment Research

Deep dive into Equitable Holdings, Inc.'s business profile, financial performance, AI predictions, and competitive positioning to make informed investment decisions.

Analysis updated on March 4, 2026, 12:04 a.m. (UTC)

Equitable Holdings, Inc. Investment Summary

When evaluating whether Equitable Holdings, Inc. (EQH) represents a compelling investment opportunity, investors must consider multiple factors including the company's financial health, market position, growth prospects, and what our AI-powered predictive models suggest about its near-term price trajectory.

Company Profile

Equitable Holdings, Inc. (EQH) operates within the Finance sector, specifically in the Insurance Agents, Brokers & Service industry. The company employs approximately 4,100 people. With a market capitalization of $11 billion, the company is a large-cap stock offering relative stability combined with growth potential.

Financial Performance Analysis

Our comprehensive financial analysis covers Equitable Holdings, Inc.'s revenue, profitability metrics, balance sheet strength, and cash flow generation...

AI Price Predictions

Get AI-powered 7-day, 30-day and 90-day price forecasts for Equitable Holdings, Inc. along with confidence scores and detailed analysis...

Investment Considerations

Expert analysis of whether Equitable Holdings, Inc. is suitable for your investment objectives, risk tolerance, and time horizon...

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Corporate Identity

Equitable Holdings, Inc. (Stock Symbol: EQH) is a prominent company operating within the Finance sector, with a specific focus on the Insurance Agents, Brokers & Service industry. The company's shares are publicly traded on the NYSE exchange.

Leadership & Workforce

Detailed information about Equitable Holdings, Inc.'s leadership team, workforce size, and organizational structure...

Market Classification

Market capitalization analysis and stock classification (mega-cap, large-cap, mid-cap, small-cap) for Equitable Holdings, Inc....

Sector & Industry Analysis

In-depth sector dynamics and industry context for Equitable Holdings, Inc....

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Revenue & Growth Analysis

Equitable Holdings, Inc. generates annual revenues of $12 billion , demonstrating substantial market presence and operational scale.

Profitability Metrics

Net profit margin, gross margin, and operating margin analysis for Equitable Holdings, Inc....

Market Valuation

P/E ratio, price-to-book, and valuation multiples for Equitable Holdings, Inc....

Return Metrics

Return on equity (ROE), return on assets (ROA), and capital efficiency for Equitable Holdings, Inc....

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Strategic Market Position

Equitable Holdings, Inc. strategically competes in the highly dynamic Insurance Agents, Brokers & Service marketplace. As a large-cap market participant, the company has established significant competitive advantages and market presence. Large-cap companies typically benefit from brand recognition, operational scale, diverse revenue streams, and the financial resources to invest in research and development, marketing, and strategic acquisitions. This size category attracts substantial institutional ownership and analyst coverage.

Industry Competitive Landscape

Equitable Holdings, Inc. competes within the Finance sector, navigating the competitive dynamics and market forces specific to this industry. The company's competitive position depends on its ability to differentiate through product quality, cost efficiency, customer relationships, or other strategic advantages relevant to its specific market segment.

Operational Efficiency

The company currently shows negative free cash flow of $-1569 million , with year-over-year cash flow growth of -94.0%. Negative free cash flow may reflect heavy investment in growth, working capital needs, or operational challenges. This is common for high-growth companies investing aggressively but warrants attention for mature businesses.

Asset Utilization Efficiency

Asset turnover ratio of 0.05x indicates lower asset turnover that may reflect the industry's capital-intensive nature or potentially underutilized assets. Companies with low turnover typically depend on strong margins to generate adequate returns on capital.

Financial Strength & Leverage

Equitable Holdings, Inc. (EQH) Fundamental Analysis & Insider Trading Data (Quarterly Financial Reports)

Comprehensive quarterly financial data, earnings trends, insider transactions, and institutional holdings for Equitable Holdings, Inc. stock analysis.

Deep dive into Equitable Holdings, Inc.'s financial health, valuation metrics, and operational efficiency to make informed investment decisions.

Understanding Valuation Metrics

What these metrics mean: Valuation metrics help determine if Equitable Holdings, Inc. stock is fairly priced compared to its earnings, assets, and market position.

How to read them: Lower P/E ratios may indicate undervalued stocks, while higher ratios suggest growth expectations. P/B ratio compares market value to book value.

For Equitable Holdings, Inc.: With a P/E ratio of 30.68, the market highly values future growth prospects.

P/E Ratio 30.68x
P/B Ratio 77.00x
Market Cap $11.40B
Dividend Yield 2.69%
EPS $1.25
Book Value/Share $0.52
Revenue/Share $41.17
FCF/Share $0.03
Understanding Profitability Metrics

What these metrics mean: These ratios measure how efficiently Equitable Holdings, Inc. converts revenue into profit and generates returns for shareholders.

How to read them: Higher ROE/ROA indicate better management efficiency. Margin percentages show profit at different operational levels.

For Equitable Holdings, Inc.: An ROE of 19.9% demonstrates excellent shareholder value creation.

ROE 19.9%
ROA 0.6%
Net Margin 5.9%
EBT Margin 17.6%
Tax Rate 16.9%
Understanding Financial Health Metrics

What these metrics mean: These ratios assess Equitable Holdings, Inc.'s ability to meet short-term obligations and manage debt levels effectively.

How to read them: Current ratio >2 is generally good, Quick ratio >1 shows strong liquidity. Lower D/E ratios indicate conservative debt management.

For Equitable Holdings, Inc.:

D/E Ratio 0.79x
Financial Leverage 43.44x
Interest Coverage 12.2x
Understanding Cash Flow Metrics

What these metrics mean: Cash flow metrics reveal Equitable Holdings, Inc.'s ability to generate cash from operations and fund growth initiatives.

How to read them: Positive operating cash flow is crucial. Free cash flow shows money available for dividends, buybacks, or investments.

For Equitable Holdings, Inc.: Free cash flow of $-1569M indicates cash challenges that need attention.

Operating Cash Flow -$1.47B
Free Cash Flow -$1.57B
Capital Spending -$120M
OCF Growth YoY -94.0%
FCF/Sales -11.4%
CapEx/Sales 1.1%
Understanding Operational Efficiency Metrics

What these metrics mean: These ratios measure how effectively Equitable Holdings, Inc. uses its assets and manages working capital.

How to read them: Higher turnover ratios indicate efficient asset utilization. Shorter collection periods show effective credit management.

For Equitable Holdings, Inc.: An asset turnover of 0.05x suggests room for improvement in asset utilization.

Asset Turnover 0.05x
Understanding Financial Statement Data

What these metrics mean: Key figures from Equitable Holdings, Inc.'s income statement and balance sheet showing absolute financial performance.

How to read them: Revenue shows business scale, while margins indicate profitability. Balance sheet items reveal financial structure.

For Equitable Holdings, Inc.: With annual revenue of $11665M, Equitable Holdings, Inc. operates at significant scale.

Income Statement
Total Revenue $11.66B
Net Income $672M
SG&A Expense $17M
Balance Sheet Highlights (% Of Assets)
Cash & Short-term Investments 29%
Total Liabilities 97%
Short-term Debt 0%
Accounts Receivable 6%
Dividend & Shareholder Information
Dividends Per Share $0.99
Payout Ratio 0.5%
Shares Outstanding 283M
Growth Metrics (YoY)
EPS Growth 3.0%

Latest Equitable Holdings, Inc. Stock News & Market Analysis

Breaking news, analyst reports, and market updates affecting Equitable Holdings, Inc. (EQH) stock price and investment outlook.

📰 We are currently updating our news feed for Equitable Holdings, Inc.. Check back soon for the latest market analysis and company updates.

Equitable Holdings, Inc. Competitors & Peer Analysis - Finance Sector

Comparative analysis of Equitable Holdings, Inc. against industry peers and competitors in the Finance sector, featuring AI-powered forecasts and key financial metrics.

Company Ticker Symbol 90-Day AI Forecast Market Cap (USD M) P/E Ratio P/B Ratio
Apple Isports Group, Inc. AAPI ██% $50M x x
Enact Holdings, Inc. ACT ██% $5.96B 8.1x 1.1x
Arthur J. Gallagher & Co. AJG ██% $55.51B 37.2x 2.4x
Aon Plc AON ██% $73.21B 19.8x 7.8x
Brown & Brown, Inc. BRO ██% $24.31B 23.1x 1.9x
Baldwin Insurance Group, Inc. BWIN ██% $1.97B -62.6x 3.2x
Cheche Group Inc. CCG ██% $67M x 0.2x
Cheche Group Inc. CCGWW ██% $2M x 0.0x
Crawford & Co CRD-A ██% $583M 29.7x 4.6x
Crawford & Co CRD-B ██% $568M 17.4x 4.5x
Corvel Corp CRVL ██% $2.67B 30.8x 7.1x
Ehealth, Inc. EHTH ██% $38M 1.0x 0.1x
Equitable Holdings, Inc. EQH ██% $11.40B 30.7x 77.0x
Equitable Holdings, Inc. EQH-PA ██% $6.12B 13.4x 41.4x
Equitable Holdings, Inc. EQH-PC ██% $4.88B 10.9x 33.0x
Erie Indemnity Co ERIE ██% $13.95B 24.9x 11.2x
Gohealth, Inc. GOCO ██% $39M 57.6x 0.6x
Goosehead Insurance, Inc. GSHD ██% $2.08B 74.7x 47.4x
Hagerty, Inc. HGTY ██% $4.06B 82.9x 19.2x
Health In Tech, Inc. HIT ██% $77M 48.4x 4.5x
Huize Holding Ltd HUIZ ██% $0.00M x 0.0x
Marsh & Mclennan Companies, Inc. MMC ██% $89.75B 21.8x 5.9x
Qdm International Inc. QDMI ██% $440M 2075.2x 42.4x
Roadzen Inc. RDZN ██% $106M -0.9x 41.6x
Reliance Global Group, Inc. RELI ██% $2M -0.4x 0.3x
Selectquote, Inc. SLQT ██% $138M 1.8x 0.4x
Sundance Strategies, Inc. SUND ██% $12M x 0.5x
Twfg, Inc. TWFG ██% $301M 45.5x 3.8x
Willis Towers Watson Plc WTW ██% $31.43B 14.9x 4.1x
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Frequently Asked Questions - Equitable Holdings, Inc. Stock Forecast

How accurate are Equitable Holdings, Inc. stock predictions?

Our AI model shows a 10% Spearman correlation coefficient for EQH predictions, based on advanced machine learning algorithms trained on over 10 years of market data. This measures the strength of the monotonic relationship between predicted and actual price movements.

What factors influence Equitable Holdings, Inc. stock price forecasts?

Our analysis considers Equitable Holdings, Inc.'s financial metrics, Finance sector trends, market sentiment, technical indicators, earnings data, and macroeconomic factors affecting stock performance.

Is Equitable Holdings, Inc. a good investment in 2025?

Based on our AI analysis, Equitable Holdings, Inc. shows potential for various market scenarios. Consider your risk tolerance, investment timeline, and portfolio diversification before making investment decisions.

How often are Equitable Holdings, Inc. forecasts updated?

Equitable Holdings, Inc. stock forecasts are updated daily using real-time market data, ensuring you receive the most current AI-powered predictions and investment insights.

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