Global stock

NYSEUSD

Equitable Holdings

EQH

AI analysis and articles are in Czech.

§ Financial healthLong-term stability

51/ 100

Overall score·EQH

Current price

53.58USD

26/10/2026

P/E, P/B

Valuation

Strong

Rates whether the stock is cheap or expensive relative to its history and sector. A score above 60 suggests the stock trades below its estimated intrinsic value.

Tracks:P/E · P/B · FCF yield · sector

Nízký forward P/E a cílová cena analytiků nad aktuální cenou působí příznivě, avšak záporné EPS a pokles tržeb o 29,8 % znesnadňují posouzení valuace podle běžných násobků. Nejslabšími dimenzemi jsou ziskovost a růst; relativní oporu představuje cena nad 50denním i 200denním průměrem, zatímco vysoký poměr dluhu k vlastnímu kapitálu oslabuje stabilitu.

§ Outlook vs S&P 500Next 12 months

About the same

Estimated chance of beating the index: about 51%

8 of 8 inputs

NoProbably notSameProbably yesYes

A model estimate from current values. The result may change with new data; it is not a price target or an investment recommendation.

§ Financial results

Financial results·EQH

mld. USD

RevenueEBITDANet incomeEBITDA margin

Margins and profitability·EQH

Net marginEBITDA marginDashed = estimate

Net margin

-12.4 %

FY 2025 · reported

EBITDA margin

+4.2 %

FY 2026 · estimate

Net margin

-8.7 %

last 12 months

Operating margin

-26.4 %

last 12 months

ROE

-25.1 %

last 12 months

FY = fiscal year · TTM = trailing 12 months

§ Context and events

Management

Mark Pearson je prezident, CEO a člen představenstva; Robin Matthew Raju zastává funkci CFO a Jeffrey Joy Hurd COO. Seth Perry Bernstein vede správu aktiv. Skupina kombinuje pojišťovací a penzijní produkty se správou aktiv; výkonnost proto závisí na disciplíně při řízení dlouhodobých závazků i na udržení klientských aktiv a poplatkových příjmů.

Articles about Equitable Holdings, in Czech (0)

No articles yet. New analyses are published daily.

§ Upcoming results

2 November 2026

in 6 days

Earnings

Earnings = quarterly financial results (revenue and profit). Companies publish them every three months and the share price often reacts strongly.

§ Frequently asked questions

What is Equitable Holdings (EQH)?

Equitable Holdings (EQH) is a global stock traded on NYSE. Sector: Financial services. We track it daily — scoring news sentiment, the short-term outlook and long-term stability on a 0–100 scale.

What is the Equitable Holdings price today?

As of 26 October 2026, Equitable Holdings trades at about 53.58 USD per unit. We update the price daily from public market data. Intraday moves can differ significantly — always check the final price with your broker.

How to buy Equitable Holdings?

Through regulated online brokers such as Degiro, XTB, Trading 212 or Interactive Brokers. Shares trade in USD or EUR — most brokers convert your currency automatically. FinSignal does not operate any of these platforms and charges no commission — the overview is only a signpost.

Does Equitable Holdings pay a dividend?

Equitable Holdings either pays no dividend at the moment or we have no reliable data on it. Many growth companies prefer reinvesting profit to paying dividends — check the current policy in the company's investor relations materials.

Is Equitable Holdings a good investment in 2026?

Our AI signal currently rates Equitable Holdings as neutral (score 55/100). Financial health comes out at 51/100, so beyond short-term news it is worth watching the valuation, growth, profitability and stability of the company. FinSignal is not an investment adviser licensed under Czech Act No. 256/2004 Coll. — signals are analytical input, not a recommendation to buy or sell. You make every decision at your own risk.

§ More global stocks

Microsoft Corporation

§ How to buy Equitable Holdings

You can buy shares through regulated online brokers available in the EU. They differ mainly in fees, app quality and which markets they cover.

Degiro
Dutch broker with low fees for passive investors. No account fee, trading in EUR and USD.
XTB
Polish broker with zero commission on stocks and ETFs up to EUR 100,000 a month. Own xStation platform.
Trading 212
Zero-commission broker with fractional shares from EUR 1 and automated investing (Pies). Suits beginners and regular investing.
Interactive Brokers
US broker for advanced investors. The widest choice of markets, low costs at larger volumes, a professional platform with a steeper learning curve.

FinSignal operates none of these platforms. We charge no commission on purchases.

Important: Signals are an analytical tool, not investment advice within the meaning of Czech Act No. 256/2004 Coll. Past performance does not guarantee future results. You make all decisions at your own risk.

§ Current signalShort-term mood

/ 100

● Neutral

Earnings in 6 days

On 2 November 2026 the company publishes its quarterly results. This period tends to bring large price moves — the signal below does not reflect the results yet.

News summary

Fresh news

Signal 27/10, 01:02

Equitable uvádí dividendu 0,30 USD na akcii a meziroční růst o 14,3 %.

Vyšší dividenda a očekávaný růst zisku mírně podporují střednědobý výhled. Krátkodobě je obraz smíšený: cena za 7 dní mírně vzrostla, za 30 dní klesla a momentum zůstává slabé.

Risks: Slabší zisk nebo tlak rostoucích úrokových sazeb by mohly omezit schopnost udržet růst dividendy i současný výhled.

More about the signal

Risks: Slabší zisk nebo tlak rostoucích úrokových sazeb by mohly omezit schopnost udržet růst dividendy i současný výhled.

Signal history· 2

10/1023:0161 · Slightly positive
Analytici 8. října 2026 uvádějí u Equitable dividendový výnos 2,25 %, meziroční růst roční dividendy o 14,3 % a výplatní poměr 18 %; jde o příznivý signál pro příjmový profil, nikoli záruku dalšího růstu. Dopad by podpořil pokračující růst zisků a udržitelná výplata, zatímco slabší výsledky nebo vyšší úrokové sazby by jej omezily.
02/1017:3062 · Slightly positive
Makroekonomická nálada a zlepšené řízení rizik podpořily sektor; technická situace vykazuje neutrální trend s mírně pozitivním výhledem.

The full 90-day signal history is part of Premium.

Ask the AI

DCF valuation

A DCF model is not suitable for this asset class.

§ Valuation check

Is the price reasonable?

Six quick tests: price against fair value, the last year, similar companies and analyst estimates. They are calculated from the numbers, not from AI estimates. This is not a recommendation.

Data 14 of 18

Valuation score

1/ 6

2/6 tests available

1. Below DCF fair value

The complete DCF range or the current price is missing.

2. Well below DCF value

The complete DCF range or the current price is missing.

3. Price vs. the last year

93% above the 1-year low (35.34 USD to 55.04 USD), based on stored daily prices.

4. P/E vs. similar companies

The sector sample has only 66 companies; scoring needs at least 8.

5. P/E relative to growth

PEG or a reliable growth input is not available.

6. Analyst price target

19.4% vs. the current price, 11 analysts.

Price and fair value

no complete range

The DCF check appears once both the price and the model range are available.

Price vs analyst target

Current price

53.58 USD

Low 58.00 USDHigh 68.00 USD

Current priceAverage: 64.00 USD

DCF gap

no complete range

The DCF check appears once both the price and the model range are available.

Analyst target

+19.4%

Average target 64.00 USD vs. price 53.58 USD.

Analyst consensus

Target range

58.00 USD - 68.00 USD

Coverage

11 analysts

Analyst consensus

1.3 / 5

Changes 180 d

+0 / -0

EPS next year

25.2%

Revenue next year

10.3%

Valuation multiples

5.9

1.4

11.3

52-week range93% above the low

35.34 USD55.04 USD

-30.0%

-8.7%

-25.1%

Price vs 50D2.4%

Price vs 200D17.3%

Metrics explained+

Price and fair value

DCF range: A model estimate of fair value from future free cash flow. A price above the range means the market pays a premium over the model; a price below it may signal a more conservative market valuation or an overly optimistic model.
Analyst target: The average and range of the analyst price targets we track. It is the market consensus, not a FinSignal recommendation, and it can lag fast price moves.
52-week range: Shows where the current price sits between the low and high of the last year. A value near the high often signals strong momentum, but on its own says nothing about whether the stock is expensive.
Price vs 50D / 200D: Compares the price with its short- and long-term moving averages. A positive value means the price is above the trend; a negative one below it.

Multiples

P/E: Price relative to current earnings. A lower P/E can mean cheaper, but it can also point to a weak outlook or risk.
Forward P/E: Price relative to next year's expected earnings. For growing companies it is often more useful than the historical P/E because it reflects estimates of future earnings.
P/B: Price relative to the book value of equity. It makes more sense for banks, insurers and capital-intensive companies than for software or brands.
P/S: Price relative to revenue. It helps with companies that have low or negative earnings; a high P/S means the market expects strong growth or future margins.
EV/EBITDA: The value of the whole company, including debt, relative to operating profit before depreciation. Useful for comparing companies with different leverage.
PEG: P/E adjusted for earnings growth. A value around 1 may suggest the valuation matches growth, but the metric is sensitive to estimates.

Growth and quality

EPS growth: Year-on-year change in earnings per share. Strong growth supports a higher valuation, but for cyclical companies it can be temporary.
Revenue growth: The growth rate of sales. It helps tell whether profits grow on real demand or mainly on cost savings.
Net margin: How much of each unit of revenue is left as net profit. A higher margin often points to stronger pricing power or more efficient operations.
ROE: Return on equity. A high ROE can signal a quality business, but check that it is not artificially boosted by heavy debt.

Most data available. Missing values mean the market data source did not provide them for this ticker. The data is indicative and may be delayed. Price as of 26/10/2026.

Management and competitive advantage

Both are estimated by the AI from the company profile, news and results. They do not count towards the 6-pillar financial health score. The AI comments are in Czech.

good

Governance ukazatele jsou příznivé a společnost má jasně vymezené vedení, přesto dostupná data neposkytují dost podkladů pro silnější hodnocení exekuce či alokace kapitálu.

good

Dlouhá historie, zavedená značka a rozsáhlá distribuce v oblasti pojištění, penzijních produktů a správy majetku vytvářejí určitou konkurenční výhodu, která je však omezována konkurencí ve finančních službách.

Information

Type: Global stock
Symbol: EQH
Exchange: NYSE
Currency: USD
Sector: Financial services
: 14.4B USD
: 586.1 %
: 1.10

§ Risk profile

Výsledky jsou citlivé na pohyb úrokových sazeb, vývoj akciových a dluhopisových trhů i náklady spojené s pojistnými a penzijními závazky. Český investor navíc nese měnové riziko USD/CZK a regulatorní riziko amerického pojišťovnictví.

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