The Bid & Ask

Quotations, Dispatches, and the Daily Tape

Thursday, August 13, 2026

Subject of the day

EQH

Concerning the House

Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through six segments: Individual Retirement, Group Retirement, Asset Management, Protection Solutions, Wealth Management, and Legacy. The Individual Retirement variable annuity products, including structured capital strategies, retirement cornerstone, and investment edge primarily to affluent and high net worth individuals. The Group Retirement provides 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. It offers guaranteed and structured investment option, and personal income benefit variable annuity products and open architecture mutual fund platform. The Asset Management segment offers investment management and related services to various clients through institutions, retail, and private wealth management. The Protection Solutions segment provides life insurance products, such as VUL and COLI insurance, IUL insurance, and term life; and employee benefits business which includes group life, supplemental life, dental, vision, short-term disability, long-term disability, critical illness, accident and hospital indemnity insurance products to small and medium-sized businesses. The Wealth Management segment offers discretionary and non-discretionary investment advisory accounts, financial planning and advice, life insurance, and annuity products. The Legacy segment consists of the capital intensive fixed-rate GMxB business that includes ROP death benefits. The company was formerly known as AXA Equitable Holdings, Inc. and changed its name to Equitable Holdings, Inc. in January 2020. Equitable Holdings, Inc. was founded in 1859 and is based in New York, New York.

United States · ir.equitableholdings.com

The Long Run

FY 2018–2025 · 8 years

LineLatestCAGRTrend
Revenue$11.66B-0.5%
Net income-$1.38B-39.3%
Cash from ops-$208.00M
Quotation

$52.80

+0.93 (+1.8%)

52w hi$53.41
52w lo$34.86
Vol1.74M
As ofAug 13
The Verdict

Hold

Our score -0.28

Short+0.05
Medium-0.24
Long-1.00

computed 2026-08-13

By the Numbers

Equitable Holdings, Inc.

Financial Services · Asset Management

Market cap$14.40B
Enterprise value$5.27B
Trailing P/E
Forward P/E5.87x
EV / EBITDA10.81x
P / S (ttm)1.36x
Profit margin-8.7%
Return on equity-25.1%
Revenue growth-29.8%
Earnings growth
Debt / equity586.10
Risk Metrics
Beta vs SPX1.36
Corr SPX0.64
Annual vol34.7%
Annual ret+23.3%
Sharpe0.67
Max DD-37.0%

Window: 504 trading days (504 obs)

Layer Breakdown
LayerRawContribution
Fundamental-0.27
Sector+0.09
Technical+0.00
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-08-13

Recent Sessions
DateOpenHighLowCloseVol
Aug 13$52.13$52.87$51.69$52.801.74M
Aug 12$51.69$52.11$51.01$51.873.12M
Aug 11$51.20$51.52$50.084.27M
Aug 10$51.50$53.32$51.27$52.673.09M
Aug 7$52.06$52.59$51.38$51.522.03M