Equitable Holdings, Inc.

Jurisdiction

United States

LEI

549300FIBAKMNHPZ4009

ISIN

US29452E1010

(EQH)

Sectors

Scores

InsiderPie Expert Score: 44 / 100
Worse than peer group:: 51 / 100
Fair value (Benjamin Graham formula): €152.03 253.5% undervalued
Financial strength (Piotroski F-Value): 7 / 9
Fundamental strength relative to industry (Mohanram G-Value): 3 / 7

Profile

Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. Read full profile

Fundamentals

Net revenue: €12.61B
Gross margin: 69.5%
EBIT: €1.79B
EBIT margin: 14.2%
Net income: €1.07B
Net margin: 8.5%

Statement period: March 31, 2024 - March 31, 2025 (published May 1, 2025)

Estimates

Fiscal Year	Net revenue	Net income
2026	€12.96B +2.8%	€1.83B +70.5%
2027	€14.43B +11.3%	€2.05B +12.1%
2028	€16.91B +17.1%	N/A

Dividends

Last dividend amount: $0.27
Ex date: August 4, 2025
Payment date: August 12, 2025
Dividend payout ratio: 30.5%

Analyst ratings

No analyst ratings available

Insider Transactions

Name	Title	Transaction Date	Shares	Price	Value
SCOTT BERTRAM L	N/A	August 21, 2025	-2.6K	$51.86	-$134.84K
Pearson Mark	President and CEO	August 18, 2025	-40K	$53.05	-$2.11M
HURD JEFFREY J	Chief Operating Officer	August 15, 2025	-6.8K	$54.09	-$367.27K
Pearson Mark	President and CEO	July 15, 2025	-30K	$52.22	-$1.57M