profit from every $100 of sales.
$0$100
Equitable Holdings
$56.10+0.84% today
+24.3% in 1 year
1-year low $35.341-year high $56.12
Trading close to its highest price of the past year.
The essentials
Four questions every investor asks, answered in one line each.
more sales each year, on average, 2020 to 2025.
0%20% a year
It has no yearly profit to compare the price with.
CheapExpensive
Not measured for banks and insurers: deposits and policy reserves count as debt, so the usual debt test says nothing about them.
Money in, money out
What Equitable Holdings sold, what it kept, and what it did with the cash.
Sales went from $12.6 billion in 2022 to $11.7 billion in 2025, with -$1.38 billion of profit last year.
SalesProfit
Equitable Holdings handed back more cash to shareholders than it generated last year.
Buybacks $1.9B
Free cash flow 2025$680M
Bought back its own shares$1.9B
Paid as dividends$375M
Cash vs. debt$12.5B vs. $6.6B
Equitable Holdings vs. similar companies
How it compares with the largest companies in its industry.
| Company | Profit from $100 of sales | Sales growth a year | Price per $1 of profit |
|---|---|---|---|
| Equitable Holdings | No profit yet | ||
 Allianz | 16.6× · Fair price | ||
 Zurich Insurance Group | 17.2× · Fair price | ||
 AXA SA | 10.1× · Cheap | ||
 Assicurazioni Generali | 16.0× · Fair price |
AI analysis
An AI analyst reads Equitable Holdings's last five years, its segments, earnings, insiders and peers, and writes the bull case, the bear case and what the price expects.
Run the AI analysisFull statementsIncome, balance sheet and cash flow, year by year
Income statement
| In millions of USD | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|
| 12,415 | 7,614 | 12,644 | 10,460 | 12,425 | 11,665 | |
| – | – | – | – | – | – | |
| – | – | – | – | – | – | |
| – | – | 3,829 | 1,763 | 3,170 | -97 | |
| -648 | 1,755 | 2,153 | 1,283 | 1,280 | -1,380 | |
| -1.56 | 3.98 | 5.46 | 3.48 | 3.78 | -4.83 | |
| – | – | – | – | – | – | |
| – | – | – | – | – | – | |
| -5.2% | 23.0% | 17.0% | 12.3% | 10.3% | -11.8% |
Balance sheet
| In millions of USD | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|
| Total assets | 275,397 | 292,262 | 252,702 | 276,814 | 295,727 | 317,990 |
| Cash | 6,179 | 5,188 | 4,281 | 8,239 | 6,964 | 12,462 |
| Total debt | – | – | 5,231 | 5,633 | 5,949 | 6,562 |
| Total liabilities | 258,077 | 278,699 | 249,106 | 271,656 | 292,179 | 316,202 |
| 15,576 | 11,519 | 1,401 | 2,649 | 1,565 | -74 | |
| 450 | 421 | 380 | 352 | 325 | 298 | |
| -4.5% | 19.6% | 38.0% | 9.0% | 24.2% | -11.8% | |
| -4.2% | 15.2% | 153.7% | 48.4% | 81.8% | 1,864.9% |
Cash flow
| In millions of USD | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|
| -61 | -193 | -250 | -208 | 2,006 | 714 | |
| – | – | 167 | 117 | 153 | 34 | |
| – | – | -417 | -325 | 1,853 | 680 | |
| Dividends paid | – | – | 374 | 381 | 382 | 375 |
| – | – | 849 | 919 | 1,069 | 1,899 | |
| – | – | 286 | 234 | 285 | 277 |
This is a bank or insurer, so cash-flow and debt ratios are left out: borrowing and lending is the business itself. Price to book and return on equity are the measures that matter here.
Valuation
- –
- 7.9×
- –
- 43.9×
- 1.3×
- -9.2%
- 2.5%
Profitability
- -11.8%
- -0.3%
- 9.7%
- -219.8%
- -0.3%
Growth
- −1.2%
- –
- +9.7%
- −8.1%
How it ranks in Financial Services
Each dot is where the company stands among every company over $300M in the sector. Further right is better.
Bottom 11%of 667
Bottom 8%of 522
Bottom 19%of 911
Bottom 47%of 939
What analysts expect
- Average price target
- $59.14
- Range
- $57.00 – $63.00
- 5 analysts
These targets were collected on May 20, 2026 and our analyst feed has not updated since, so we no longer compare them with today's price.
Recent earnings
Our results feed has not updated since May 21, 2026. Results reported after that are not in this table yet.
| Date | EPS | Expected | Surprise |
|---|---|---|---|
| May 4, 2026 | 1.62 | 1.60 | +1.3% |
| Feb 4, 2026 | 1.76 | 1.75 | +0.6% |
| Nov 4, 2025 | 1.48 | 1.61 | −8.1% |
| Aug 5, 2025 | -1.21 | 1.71 | −170.8% |
| Apr 29, 2025 | 1.35 | 1.47 | −8.2% |
| Feb 5, 2025 | 1.57 | 1.65 | −4.8% |
| Nov 4, 2024 | 1.53 | 1.53 | +0.0% |
| Jul 30, 2024 | 1.43 | 1.40 | +2.1% |
2.5%of the share price, paid each year
On $1,000 invested$25a year at today's yield, before tax
+9.7%2020 to 2025
Raised7 yearsin a row, in our data
Paid per share, each year
$0.26 in 2018 → $1.05 in 2025
How safe it looks
-45.9% of its profit
Room to growStretchedMore than it earns: 55.1%
News
No recent news on file.
Insider trades
Our insider feed has not updated since May 26, 2026. Trades filed after that are not listed yet.
No insider trades on file.
The seven classic investing rulebooks
0/7Passes 0 of 7. Each bar is how well the company fits that investor's published rules, from 0 to 100; 60 or more counts as a pass.
Warren Buffett
24No pass
Benjamin Graham
0No pass
Philip Fisher
39No pass
Peter Lynch
0No pass
Joel Greenblatt
0No pass
Charlie Munger
24No pass
Terry Smith
15No pass
Questions about Equitable Holdings
Is Equitable Holdings a good stock to buy?
A business with weak numbers that is not profitable yet. 0 of the 7 famous investors' published rulebooks we apply pass it. Whether it suits you depends on your goals and the price you pay; invest-like never tells anyone to buy or sell. The AI analysis lays out the case for and against. Read the Equitable Holdings AI analysis
What does Equitable Holdings do?
Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. It is in Insurance - Diversified, based in New York, NY, United States, with 8,000 employees.
Does Equitable Holdings pay a dividend?
Yes. At today's price the dividend is 2.5% a year. In 2025 it paid out $375 million in dividends.
Is Equitable Holdings stock halal?
No. Equitable Holdings does not pass our halal screen: its main business, conventional insurance, is not permitted. How we check
How has Equitable Holdings stock done over the past year?
Up 24.3% over the past twelve months, to $56.10. It traded between $35.34 and $56.12, close to its high.
Who are Equitable Holdings's competitors?
The largest listed companies in the same industry are Allianz, Zurich Insurance Group, AXA SA and Assicurazioni Generali. The peers table on this page compares their profit, growth and price with Equitable Holdings's.
Prices: daily closes to Nov 13, 2026. Fundamentals: company reports via invest-like data.