Equitable Holdings, Inc. (EQH)
Equitable Holdings, Inc. brought in $13B of revenue over the twelve months to September 30, 2026, up 8.7% from a year earlier. Net income was $1.5B, a net margin of 11.5%. At September 30, 2026 it held $17.5B in cash against $3.8B of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 5, 2026.
Key facts about Equitable Holdings, Inc.
- Net worth
- Equitable Holdings, Inc. has a market value (market cap) of $15.1B at the latest share price, and shareholders' equity of -$1.8B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $11.7B (-6.1% year on year), with a net loss of $1.4B. Over the 12 months to September 30, 2026: revenue $13B, net income $1.5B.
- Cash flow
- In fiscal 2025 operations brought in $714M of cash.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 5, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- Equitable Holdings, Inc.'s next report is expected around February 3, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
- Dividend
- Equitable Holdings, Inc. declared dividends of $1.05 per share in fiscal 2025, a yield of 1.89% at the current price.
What Equitable Holdings, Inc. does
Equitable Holdings, Inc. is registered with the SEC under industry code SIC 6411 (Insurance Agents, Brokers & Service). Its shares trade on NYSE under the ticker EQH.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $11.7B | -$1.4B | -$4.83 | n/a |
| 2024 | $12.4B | $1.3B | $3.69 | n/a |
| 2023 | $10.5B | $1.3B | $3.42 | n/a |
| 2022 | $12.6B | $2.2B | $5.46 | n/a |
| 2021 | $7.6B | $1.8B | $3.98 | n/a |
| 2020 | $12.4B | -$648M | -$1.90 | n/a |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where EQH ranks in Finance
Dividends
Equitable Holdings, Inc. declared $1.05 per share in fiscal 2025. At the current price that is a yield of 1.89%. It paid out $314M in cash dividends.
| Fiscal year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2025 | $1.05 | $314M | n/a |
| 2024 | $0.94 | $302M | 24% |
| 2023 | $0.86 | $301M | 23% |
| 2022 | $0.78 | $294M | 14% |
| 2021 | $0.71 | $296M | 17% |
| 2020 | $0.66 | $297M | n/a |
Latest SEC filings
What Equitable Holdings, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 5, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 168% to $3.9B versus the same quarter last year; diluted EPS $4.05 versus -$4.47.
- November 2, 2026
- October 9, 2026Passive stake (5% or more) SCHEDULE 13G
- September 25, 2026Executive or director change8-KAllianceBernstein CEO Seth Bernstein will retire on March 31, 2027, and President Onur Erzan will succeed him on April 1, 2027.
- September 11, 2026Passive stake (5% or more) SCHEDULE 13G
- September 10, 2026Form 425 filing 425
- August 17, 2026Form 13F-HR filing 13F-HR
- August 14, 2026Passive stake changed SCHEDULE 13G/A
- August 14, 2026Passive stake changed SCHEDULE 13G/A
- August 14, 2026Passive stake changed SCHEDULE 13G/A
Insider trades
What the people running Equitable Holdings, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders sold $1.9M worth of shares in the last 90 days and bought none on the open market. 40% of the selling was pre-planned under Rule 10b5-1 trading plans.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| September 21, 2026 | Scott Bertram LDirector | Sold | 2,780 | $151.1K |
| September 17, 2026 | MacKay Craig CDirector | Sold | 2,000 | $108.6K |
| September 4, 2026 | Lane NickSee Remarks | Sold | 14,923 | $794.5K |
| September 4, 2026 | Isaacs-Lowe ArleneDirector | Sold | 1,000 | $52.8K |
| August 17, 2026 | Hurd Jeffrey JChief Operating Officer | Exercised options | 9,359 | $199.7K |
| August 17, 2026 | Hurd Jeffrey JChief Operating Officer | Soldpre-planned (10b5-1) | 4,659 | $239.4K |
| August 17, 2026 | Hurd Jeffrey JChief Operating Officer | Soldpre-planned (10b5-1) | 4,200 | $220.6K |
| August 17, 2026 | Hurd Jeffrey JChief Operating Officer | Soldpre-planned (10b5-1) | 500 | $26.5K |
Who owns EQH
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| T. Rowe Price Associates, Inc.13G, passive | 6.7% | August 14, 2026 |
| Norges Bank13G, passive | 6.63% | May 11, 2026 |
| Vanguard Capital Management13G, passive | 5.42% | April 29, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 482 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| BlackRock, Inc. | 25,895,739 | -1,426,021 |
| Norges Bank | 18,326,687 | new |
| Vanguard Portfolio Management LLC | 13,443,991 | -1,181,538 |
| Vanguard Capital Management LLC | 12,703,293 | +70,371 |
| Harris Associates L P | 9,489,037 | +9,460,792 |
| State Street Corp | 9,388,296 | -2,592,879 |
| Canada Pension Plan Investment Board | 9,106,103 | -9,112,531 |
| Wellington Management Group Llp | 8,784,986 | +523,638 |
| Capital International Investors | 8,415,039 | -2,014,884 |
| Pzena Investment Management LLC | 5,561,804 | +1,097,457 |
| Geode Capital Management, LLC | 5,440,336 | -414,179 |
| Viking Global Investors LP | 5,398,896 | new |
| Thornburg Investment Management Inc | 5,142,337 | +148,132 |
| Bank of Montreal | 4,841,762 | -63,713 |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 4,743,519 | -2,448,527 |
| Massachusetts Financial Services Co | 4,234,561 | +243,448 |
| Conifer Management, L.L.C. | 4,200,000 | 0 |
| Dimensional Fund Advisors LP | 3,865,401 | +8,684 |
| Castle Hook Partners LP | 3,599,539 | new |
| Morgan Stanley | 3,347,289 | +286,830 |
Insiders
16 insiders reported holding 1,507,040 shares in total, about $83.5M at the last price.
| Holder | Shares |
|---|---|
| Pearson MarkPresident and CEO, Director | 754,761 |
| Raju Robin MChief Financial Officer | 186,501 |
| Lane NickSee Remarks | 110,007 |
| Hurd Jeffrey JChief Operating Officer | 65,019 |
| Kaye Daniel GDirector | 60,086 |
| Bernstein Seth PSee Remarks | 55,970 |
| Lammtennant Joan MDirector | 54,788 |
| Stansfield GeorgeDirector | 43,227 |
| Meyers KurtChief Legal Officer, Secretary | 35,286 |
| Stonehill Charles G.T.Director | 34,357 |
Questions about EQH
What does Equitable Holdings, Inc. do?
Equitable Holdings, Inc. is a company in the Finance sector, listed on NYSE as EQH. Its shares trade on NYSE under the ticker EQH.
What is Equitable Holdings, Inc.'s net worth?
Equitable Holdings, Inc. has a market value (market cap) of $15.1B at the latest share price, and shareholders' equity of -$1.8B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Equitable Holdings, Inc. profitable?
Yes. Over the twelve months to September 30, 2026 it reported net income of $1.5B on revenue of $13B, a net margin of 11.5%.
How much revenue does Equitable Holdings, Inc. make?
Over the twelve months to September 30, 2026 Equitable Holdings, Inc. reported revenue of $13B. That is 8.7% more than a year earlier.
When did Equitable Holdings, Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 5, 2026. It covers the period to September 30, 2026.
When is Equitable Holdings, Inc.'s next earnings report?
Equitable Holdings, Inc.'s next report is expected around February 3, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
Does Equitable Holdings, Inc. pay a dividend?
Yes. Equitable Holdings, Inc. declared dividends of $1.05 per share in fiscal 2025, a yield of 1.89% at the current price.
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Where the numbers come from
Financial figures are the values Equitable Holdings, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.