Is Equitable Holdings, Inc. (EQH) a Buy, Sell, or Hold?
NYSE : EQH
Equitable Holdings, Inc. — Institutional Ownership
$47.65 USD
-$1.23 (-2.52%)
- Volume
- 4.03M
- Average Volume
- 3.97M
- Market Capitalization
- $13.01B
- P/E Ratio
- -16.96
- Dividend Yield
- 2.33%
- Price Target
- $62.00
- Year High
- $55.24
- Year Low
- $35.20
- Day High
- —
- Day Low
- —
- Payout Ratio
- -$0.46
- Current Ratio
- $0.56
Institutional Ownership Summary
Institutional Ownership %
1.47%
Investors Holding
134
change: -416 | last: 550
Increased Positions
59
change: -215 | last: 274
Reduced Positions
45
change: -161 | last: 206
New Positions
15
change: -70 | last: 85
Sold Positions
424
change: 329 | last: 95
Total Calls
-
Total Puts
-
Put-Call Ratio
0.00
change: -236.7541 | last: 2.3675
Total Invested
181.34M
Beneficial Ownership Filings
| Filing Date | Reporting Person | Amount Beneficially Owned | % of Class |
|---|---|---|---|
| 2026-05-15 | Equitable Holdings, Inc. | 4.4M | 65.00% |
| 2026-05-11 | Norges Bank | 18.6M | 6.63% |
| 2026-04-29 | Vanguard Capital Management | 15.22M | 5.42% |
| 2026-04-29 | Vanguard Portfolio Management | 14.7M | 5.24% |
| 2026-03-26 | The Vanguard Group | - | 0.00% |
| 2026-02-17 | Canada Pension Plan Investment Board | 19.28M | 6.70% |
| 2025-11-14 | Equitable Holdings, Inc. | 4.4M | 86.40% |
| 2025-08-14 | T. Rowe Price Associates, Inc. | 16.79M | 5.50% |
| 2025-07-14 | Alpha Units Holdings II, Inc. | - | 0.00% |
| 2025-07-14 | Equitable Holdings, Inc. | 199.23M | 68.17% |
| 2025-07-14 | Alpha Units Holdings, Inc. | 75.85M | 25.97% |
| 2025-07-14 | Alpha Units Holdings II, Inc. | 41.93M | 14.36% |
| 2025-07-14 | Equitable Holdings, Inc. | - | 0.00% |
| 2025-07-14 | Alpha Units Holdings, Inc. | - | 0.00% |
| 2025-04-03 | Alpha Units Holdings II, Inc. | 41.93M | 14.36% |
| 2025-04-03 | Alpha Units Holdings, Inc. | 75.85M | 25.97% |
| 2025-04-03 | Equitable Holdings, Inc. | 184.34M | 63.11% |
| 2025-01-30 | PZENA INVESTMENT MANAGEMENT LLC | 8.23M | 2.60% |
| 2024-11-06 | 90-0226248 | 170.12M | 59.60% |
| 2024-11-06 | 68-0461436 | 41.93M | 14.70% |
| 2024-11-06 | 83-2796390 | 74.41M | 26.00% |
| 2024-02-14 | Canada Pension Plan Investment Board | 18.17M | 5.40% |
| 2024-02-08 | PZENA INVESTMENT MANAGEMENT, LLC | 26.76M | 7.90% |
| 2023-02-14 | 52-0556948 | 32.67M | 8.80% |
| 2023-02-06 | Wellington Group Holdings LLP | 19.01M | 5.14% |
| 2023-02-06 | Wellington Management Group LLP | 19.01M | 5.14% |
| 2023-02-06 | Wellington Investment Advisors Holdings LLP | 19.01M | 5.14% |
| 2022-03-09 | The Vanguard Group - 23-1945930 | 41.43M | 10.63% |
| 2022-02-10 | The Vanguard Group - 23-1945930 | 39.29M | 9.71% |
| 2022-02-09 | NORGES BANK (THE CENTRAL BANK OF NORWAY) | 23.62M | 5.83% |
| 2022-02-03 | (1) BlackRock, Inc. | 33.21M | 8.20% |
| 2022-01-31 | 98-0557567 | 13.46M | 3.30% |
| 2022-01-24 | PZENA INVESTMENT MANAGEMENT, LLC | 22.08M | 5.45% |
| 2021-05-20 | AXA S.A. | - | 0.00% |
| 2021-02-16 | 52-0556948 | 56.2M | 12.50% |
| 2021-02-16 | 98-0557567 | 23.04M | 5.20% |
| 2020-02-14 | 52-0556948 | 42.81M | 9.10% |
| 2020-02-13 | 98-0557567 | 24.78M | 5.30% |
| 2020-02-10 | (1) BlackRock, Inc. | 42.21M | 8.60% |
| 2020-01-21 | AXA S.A. | 44.16M | 9.50% |
| 2019-12-10 | The Vanguard Group - 23-1945930 | 47.83M | 10.27% |
| 2019-11-12 | NORGES BANK (THE CENTRAL BANK OF NORWAY) | 26.13M | 5.34% |
| 2019-02-01 | 10 | 313.16M | 59.20% |
EQH Enterprise Value History
Annual
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2025-12-31 | $47.65 | 298.1M | $14.2B | $12.46B | $6.56B | $8.3B |
| 2024-12-31 | $47.17 | 321.2M | $15.15B | $6.96B | $6.78B | $14.97B |
| 2023-12-31 | $33.30 | 350.1M | $11.66B | $8.24B | $6.33B | $9.75B |
| 2022-12-31 | $28.70 | 377.6M | $10.84B | $4.28B | $5.85B | $12.41B |
| 2021-12-31 | $32.79 | 417.4M | $13.69B | $5.19B | $5.89B | $14.39B |
| 2020-12-31 | $25.59 | 450.4M | $11.53B | $6.18B | $5.28B | $10.63B |
| 2019-12-31 | $24.78 | 493.6M | $12.23B | $4.4B | $4.99B | $12.82B |
| 2018-12-31 | $16.63 | 556.4M | $9.25B | $4.47B | $5.53B | $10.31B |
| 2017-12-31 | $20.34 | 561M | $11.41B | $4.81B | $7.92B | $14.51B |
| 2016-12-31 | $20.34 | 561M | $11.41B | $5.65B | $8.1B | $13.86B |
Quarterly
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37.11 | 281.3M | $10.44B | $9.9B | $6.93B | $7.46B |
| 2025-12-31 | $47.65 | 285.5M | $13.6B | $12.46B | $6.56B | $7.7B |
| 2025-09-30 | $50.78 | 303.2M | $15.4B | $13.6B | $6.36B | $8.16B |
| 2025-06-30 | $56.10 | 303.2M | $17.01B | $14.96B | $6.8B | $8.86B |
| 2025-03-31 | $52.09 | 307.8M | $16.03B | $8.16B | $6.44B | $14.31B |
| 2024-12-31 | $47.17 | 312.2M | $14.73B | $6.96B | $6.78B | $14.54B |
| 2024-09-30 | $42.03 | 318.2M | $13.37B | $9.58B | $5.7B | $9.5B |
| 2024-06-30 | $40.82 | 324.2M | $13.23B | $9.68B | $5.72B | $9.27B |
| 2024-03-31 | $37.44 | 330.2M | $12.36B | $10.36B | $5.55B | $7.55B |
| 2023-12-31 | $33.30 | 337.2M | $11.23B | $8.24B | $6.33B | $9.32B |
| 2023-09-30 | $28.39 | 346.4M | $9.83B | $6.1B | $5.47B | $9.21B |
| 2023-06-30 | $27.16 | 355.2M | $9.65B | $7.69B | $5.33B | $7.29B |