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 … Read full Trend Edge analysis →
Sector: Financial Services
Industry: Asset Management
Exchange: NYSE
IPO Date: May 10, 2018
Headquarters: 1345 Avenue Of The Americas, New York, NY, United States, 10105
Hidden Gem: Yes — undiscovered relative to its market cap tier
Founder-Led: No
Key Metrics
Current Price
$52.92
Market Cap
$14.59B
Float
253.0M
Shares Outstanding
272.8M
P/E (Forward)
5.82
Price/Sales (TTM)
1.37
vs. Analyst Target
+18.7% to analyst PT
Profit Margin
-8.72%
Operating Margin (TTM)
-26.36%
Revenue (TTM)
$10.62B
Earnings Growth (YoY)
1244.30%
Dividend Rate
1.1%
Analyst Target Price
$62.82 (12 analysts)
Financial History
Annual Revenue & Earnings History
Year
Revenue
Net Income
Gross Profit
EBITDA
2020
$12.41B
-$648M
$2.90B
$864M
2021
$7.61B
$1.75B
$7.32B
$3.37B
2022
$12.64B
$2.15B
$7.58B
$3.83B
2023
$10.53B
$1.30B
$6.30B
$2.21B
2024
$12.44B
$1.31B
$6.60B
$3.20B
2025
$11.66B
-$1.38B
$9.23B
-$97.0M
Recent Quarterly Revenue & Net Income
Quarter
Revenue
Net Income
Sep 2025
$1.45B
-$1.31B
Dec 2025
$3.28B
$215M
Mar 2026
$4.23B
$621M
Jun 2026
$3.37B
-$453M
Ownership & Float
Insider Ownership
0.6%
Institutional Ownership
100.8%
Short Float
1.9%
% of All Funds Holding
5.43%
Number of Funds Holding
478
Current Moving Averages
Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.
Timeframe
SMA
Value
Trend Context
Weekly
10-Week SMA
$52.34
Near-term / short-term trend
Weekly
40-Week SMA
$45.37
Medium-term trend
Weekly
80-Week SMA
$47.94
Cyclical trend (business cycle)
Weekly
200-Week SMA
$40.77
Secular trend (multi-year)
Monthly
10-Month SMA
$45.31
Near-term monthly trend
Monthly
20-Month SMA
$48.14
Medium-term monthly trend
Monthly
40-Month SMA
$43.54
Secular monthly trend
Volume Shelves — Support & Resistance
Trend Edge identifies volume shelves: price zones where historically elevated trading volume
creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative
volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.
Price Level
Type
Volume Ratio
Age
$41.00
support
1.17x
3 months ago
$36.60
support
1.18x
5 months ago
Historical Earnings Reactions (35 events)
Timeframe
Avg Return
Median
Win Rate
Best
Worst
Gap
-0.38%
-0.68%
42.86%
9.99%
-7.72%
1 Day
0.40%
0.43%
62.86%
9.81%
-7.46%
1 Week
0.40%
0.45%
54.29%
8.68%
-13.96%
2 Weeks
-0.14%
0.42%
51.43%
12.08%
-39.00%
1 Month
-0.42%
1.23%
55.88%
21.38%
-33.30%
Next earnings: November 2, 2026 (22 days away)
Seasonality & Day-of-Week Patterns
Monthly Seasonality
Month
Avg Return
Win Rate
Samples
Jan
3.8%
50.0%
8
Feb
-0.1%
50.0%
8
Mar
-5.4%
37.5%
8
Apr
5.7%
62.5%
8
May
0.6%
50.0%
8
Jun
0.2%
55.6%
9
Jul
4.8%
88.9%
9
Aug
1.4%
77.8%
9
Sep
-3.8%
22.2%
9
Oct
4.7%
50.0%
8
Nov
5.4%
62.5%
8
Dec
-1.4%
62.5%
8
Day-of-Week Tendencies
Day
Avg Return
Win Rate
Samples
Monday
0.01%
53.7%
397
Tuesday
0.10%
51.3%
435
Wednesday
0.19%
51.5%
431
Thursday
-0.05%
52.4%
424
Friday
0.14%
52.4%
424
Top Institutional Holders
Institutional holder breakdown coming soon.
Total institutional ownership: 100.8%
Insider Transactions — Smart Summary
Total insider ownership: 0.6%
12-Month Insider Activity Summary
Total Filings
40
Net Value
-$21.0M
Net Shares Change
-289,642
% of Float
-0.1%
C-Suite Filings
32
Clusters Detected
7
Key Insiders
Name
Title
Net Value
Filings
Activity
Lane Nick
Reporting person's title is President of Equitable Financial.
-$794,518.428
1
1 sell
Stonehill Charles G.T.
-$386,554.5
1
1 sell
Eckert William James IV
Chief Accounting Officer
-$309,418.625
2
2 sell
SCOTT BERTRAM L
-$226,079.926
2
2 sell
MacKay Craig C
-$221,553
2
2 sell
Isaacs-Lowe Arlene
-$52,825
1
1 sell
Hondal Francis
+$45,850.521
1
1 buy
Transaction Clusters
Period
Filings
Insiders
Net Value
Seniority
2025-12-11 – 2025-12-19
4
4
-$3.0M
4 C-suite
2026-01-16 – 2026-01-21
3
3
-$2.7M
3 C-suite
2026-04-09 – 2026-04-21
7
3
-$3.1M
7 C-suite
2026-05-15 – 2026-05-21
5
5
-$1.8M
4 C-suite
2026-06-04 – 2026-06-16
3
3
-$808,817.941
2 C-suite
2026-08-10 – 2026-08-18
5
5
-$1.2M
2 C-suite
2026-09-04 – 2026-09-18
3
3
-$955,893.428
1 C-suite
Significant Filings
Date
Insider
Title
Net Value
Price After
2026-09-21
SCOTT BERTRAM L
-$151,093
Transaction at $54.35, now -2.6%
2026-09-18
MacKay Craig C
-$108,550
Transaction at $54.27, now -2.5%
2026-09-08
Lane Nick
Reporting person's title is President of Equitable Financial.
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