Equitable Holdings (EQH)
NYSEFinancialsAsset ManagementSnapshot 2026-11-05
$52.91-5.72%
Close 2026-11-05 · 1-day change
NYSEFinancialsAsset ManagementSnapshot 2026-11-05
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 | -41.0% |
| 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 2026-11-05.
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.
| 24.0% |
Growth built into the price is above our model estimate.
The price assumes 65.0 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 25 industry peers · Company calendar date is not available
EQH — CEO transition
Dated 2026-09-25
CEO — Seth Bernstein: The filing announces the planned retirement of the CEO with a named internal successor, representing an orderly succession rather than a sudden loss of leadership.
Why it matters: Management set a growth goal for 2026. The full-year result will show whether earnings growth meets it.
Supportive ifFull-year 2026 non-GAAP operating EPS grows more than 15% from 2025.
Worry ifFull-year 2026 non-GAAP operating EPS grows 15% or less from 2025.
Why it matters: Cash generation is a stated 2026 goal and supports the company’s capital plans. The year-end result will test progress against that goal.
Supportive ifThe company reports at least $1.8 billion of cash generation for 2026.
Worry ifThe company reports less than $1.8 billion of cash generation for 2026.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$122 on $10,000 · ±1.2% | How much price usually moves either way. |
| Bad day | $316 loss on $10,000 · 3.2% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,776 loss on $10,000 · 27.8% | 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.