Equitable Holdings (EQH)
NYSEFinancialsAsset ManagementSnapshot 2026-09-04
$52.96-1.08%
Close 2026-09-04 · 1-day change
NYSEFinancialsAsset ManagementSnapshot 2026-09-04
QuarterlyIQ Insights · EQH
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -24.7% |
| Our one-year growth estimate | diamond |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| 41.2% |
Growth built into the price is above our model estimate.
The price assumes 65.9 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 35 industry peers · Company calendar date is not available
EQH — earnings miss
Dated 2026-02-04
Results of Operations and Financial Condition. On February 4, 2026, Equitable Holdings, Inc. (“EQH”) issued a press release announcing its financial results for the quarter and full year ended December 31, 2025. A copy of the press release containing this information is furnished as Exhibit 99.1 hereto and is incorporated herein by reference. In addition, more detailed financial information may be found in EQH’s Financial Supplement for the quarter ended December 31, 2025. A copy of the Finan…
Why it matters: Strong EPS growth shows good management and success. This can increase investor confidence.
Watch forEPS growth exceeds 15% year-over-year for 2026.
Also watch forEPS growth is below 10% year-over-year for 2026.
Why it matters: Keeping the dividend shows strong cash flow and care for shareholders. Changes may affect investor feelings.
Supportive ifDividend per share remains at $0.27 for another quarter.
Worry ifDividend per share is cut or reduced from $0.27.
Why it matters: Strong EPS growth would confirm the company's ability to meet its financial targets.
Supportive ifNon-GAAP EPS growth exceeds 15% year-over-year in Q3 2026.
Worry ifEPS growth is below 12% year-over-year in Q3 2026.
Why it matters: The Q2 earnings will show if Equitable can meet its $1.8B cash generation goal for 2026.
Watch forQ2 earnings report shows cash generation of $450M or more.
Also watch forQ2 earnings report shows cash generation below $400M.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$125 on $10,000 · ±1.3% | How much price usually moves either way. |
| Bad day | $315 loss on $10,000 · 3.1% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,422 loss on $10,000 · 34.2% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Keeping the dividend shows the company is stable. This helps investors feel confident.
Supportive ifThe company declares a dividend per share of at least $0.76 for Q2 2026.
Worry ifThe company cuts the dividend per share below $0.76 for Q2 2026.
Why it matters: Keeping the payout ratio shows financial health. It shows a commitment to shareholders.
Supportive ifPayout ratio reported at or above 60% for Q3.
Worry ifPayout ratio drops below 60%. This suggests possible cash flow problems.
Why it matters: Regulatory approval is crucial for the merger to close by year-end 2026. This merger aims to create a stronger financial services company.
Supportive ifRegulatory approval granted for the merger by the end of Q3 2026.
Worry ifRegulators deny approval or delay the merger past the end of 2026.
Why it matters: A buyback program shows confidence in the company's health. It shows commitment to returning capital.
Supportive ifAnnouncement of a formal share buyback program with a specific dollar amount or share count.
Worry ifNo buyback program was announced. This shows worries about how to use money.
Why it matters: Ongoing outflows may point to bigger problems in the Asset Management segment.
Worry ifNet outflows were above $7 billion in Q2 2026. This shows ongoing challenges.
Less concerning ifNet outflows were below $7 billion in Q2 2026. This suggests stabilization or improvement.
Why it matters: Hitting this target shows strong performance. It helps the merger's financial benefits.
Supportive ifQ3 cash generation reported at or above $1.8 billion.
Worry ifQ3 cash generation is below $1.6 billion. This shows weakness in operations.
Why it matters: If sector revenue growth drops below its median, it could impact EQH's performance. This is important for understanding market conditions.
Worry ifSector revenue growth drops below its median.
Less concerning ifSector revenue growth stays above its median.
Why it matters: The merger is key for growth and expected to boost earnings and cash generation.
Supportive ifThe merger will close by December 31, 2026. Regulatory approvals are in place.
Worry ifThe merger faces delays or fails to close by year-end 2026.
Why it matters: Meeting this target shows good performance. It helps returns for shareholders.
Supportive ifThey reported $1.8 billion in cash generation for 2026.
Worry ifCash generation falls below $1.6 billion for 2026.
Why it matters: Higher inflows would indicate strong demand and growth in the Retirement segment.
Supportive ifRetirement segment net inflows exceed $1.7 billion in Q3 2026.
Worry ifNet inflows in Retirement fall below $1.5 billion in Q3 2026.