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All EQH SEC filings, by type → · Earnings date & implied move · Search inside filings
EQH is not among the 142 companies we ingest every day, so it is not in the fundamentals screener or the size and group lists built from it. This page reads its SEC filings when the page is built. Ask us to add it: we keep a count per ticker and nothing about you.
Latest report (10-Q, filed 2026-11-05). Three months to 2026-09-30 against 2025-09-30: Revenue $3.88B, up 167.7% from $1.45B; Net income $1.12B, against net loss of $1.31B. Read it line by line, each linked to its source → · Every report →
Equitable Holdings, Inc. (EQH) is a insurance agents, brokers & service company. Health scores are not assessed for a financial company. 5 insider Form 4 filings in the last 90 days. Next earnings projected around 2027-02-03 from EQH's year-over-year reporting pattern (not yet company-confirmed). Fundamentals from SEC filings; prices are end-of-day.
Every filed figure on this page is free to read, dated and sourced; no column is held back for a paid plan. Each section with figures says what date they are true as of and where they come from.
What’s behind EQH’s latest move — the size, how unusual the volume is, and the catalyst on the tape, explained and cited to the source.
End-of-day bars · delayed, not real-time · data: Databento · studies computed in your browser from these barsCharting by TradingView Lightweight Charts™
XBRL company facts, SEC EDGAR. TTM = last four reported quarters. Valuation ratios arrive with a price source — we don't fake quotes.
Has EQH been issuing shares? Offering history →
Volume against its own history: 28% of its last 252 sessions were lighter than the last one, the 2026-11-06 session. End-of-day bars (Databento). Volume detail
Not assessed. The F-, Z- and M-Scores were all derived on non-financial companies and their authors excluded financials. For an insurer they measure the shape of the business, not its health. We would rather report nothing than report a number that does not transfer.
| Diluted EPS | That year | Year before, same report | Change | Report |
|---|---|---|---|---|
| fiscal 2025 | -4.83 USD | 3.69 USD | not a growth rate (a year at or below zero) | 10-K filed 2026-02-25 |
| fiscal 2024 | 3.78 USD | 3.48 USD | +8.6% | 10-K filed 2025-02-24 |
| fiscal 2023 | 3.48 USD | 5.46 USD | -36.3% | 10-K filed 2024-02-26 |
| fiscal 2022 | 4.49 USD | -1.24 USD | not a growth rate (a year at or below zero) | 10-K filed 2023-02-21 |
| fiscal 2021 | -1.24 USD | -1.56 USD | not a growth rate (a year at or below zero) | 10-K filed 2022-02-22 |
| fiscal 2020 | -1.56 USD | -3.57 USD | not a growth rate (a year at or below zero) | 10-K filed 2021-02-24 |
| fiscal 2019 | -3.51 USD | 3.27 USD | not a growth rate (a year at or below zero) | 10-K filed 2020-02-27 |
| fiscal 2018 | 3.27 USD | 1.48 USD | +120.9% | 10-K filed 2019-03-08 |
Concepts read: us-gaap:EarningsPerShareDiluted
Per filed share, as each report states it. Free cash flow per share is operating cash flow less capital expenditure, over the diluted weighted average share count (or net income over diluted EPS where the count is tagged per share class).
Each year’s change comes from one annual report, which states that year and the year before on the same share basis, and the rate compounds those changes; so a split or a restatement between reports cannot bend it. A rate needs a positive figure at both ends of its window. The DCF above grows total free cash flow and divides by today’s share count, so a per-share rate also carries the buybacks or new shares of those years. These are past figures, not a forecast.
Not shown yet: the P/E range EQH has traded at, which would set the discount rate and terminal assumptions against its own history. It needs a long daily price history we are not yet licensed to display.
Estimates, not targets. The DCF treats free cash flow as cash flow to equity and divides by shares (the common retail shortcut — it skips net debt and a full WACC), so it’s a sanity-check, not a valuation opinion. All inputs are from EQH’s SEC filings; change any assumption above and the numbers update live. Educational only — not investment advice.
↓ Download the fiscal-year statement table: XLSX · CSV · revenue, income, EPS, cash flow, balance sheet · from SEC XBRL, dated
As filed. We do not recategorize line items. Each chart plots one XBRL concept exactly as EQH tagged it: revenue us-gaap:Revenues, net income us-gaap:NetIncomeLoss, EPS us-gaap:EarningsPerShareDiluted, period by period; a period the company did not tag on its own is left out, not estimated. A figure that disagrees with the filing is a bug in our extraction, not a policy, and we fix it: report a mismatch.
A plain-English read on EQH plus an auto-SWOT, built from EQH's SEC filings and market data, every point cited, nothing invented. Educational, not investment advice.
Four AI analysts, a bull, a bear, a risk manager, and a PM, debate EQH using only the SEC-filing and market facts below. Every point cites its evidence; nothing is invented. This is educational research, not investment advice.
Ask about EQH’s revenue, earnings, valuation, filings, insiders or Congress trades. Answers come only from the numbered evidence the research brief uses, each citing the items it rests on. A question about one figure is answered by code, free. One that puts figures together is 1 generation (Pro). A question about whether to buy, sell or hold, how much, or where the price goes gets a refusal.
Educational only — not financial advice. Data from SEC EDGAR public filings; no live market data is shown. Figures reflect the company's own reported XBRL facts and may lag.
Closes only, split-adjusted. An average needs that many sessions on file to print. These are measurements, not support, resistance or targets. Chart with studies
Daily closes from 2024-07-01 through 2026-11-06, 592 sessions, split-adjusted. No direction, pattern, entry, target or overbought label: these are measurements. Filings dated on the move days are in EQH’s filings; the chart with studies draws every figure.
Written by code from 592 end-of-day bars through 2026-11-06. Written by code from the data on file, not by a model. Information, not investment advice: it describes the security and recommends nothing to anyone.
Projected from EQH's own SEC 8-K filing history — the year-over-year reporting pattern (about 47% land the exact day, about 91% within a week, measured across 4,713 past reports). No analyst estimates and nothing invented, and every confirmed date links to the source it came from, so you can check it yourself. It upgrades the momentEQH files or announces.
EQH's earnings reaction has been evenly split — 4 up, 4 down across its last 8 reports.
Each figure is one earnings reaction — how much EQH moved from the closing price the day before a report to the close the day after. Based on its last 8 reports.
Earnings reactions have been moderate.
The average is inflated by its most volatile prints (+6.9% and -7.3%).
A more typical earnings reaction has been approximately ±2.7%.
Realized close-to-close history only — no options-implied move, no analyst estimates.
| Reported | Close-to-close |
|---|---|
| 2026-11-02 | +2.6% |
| 2026-08-04 | +6.9% |
| 2026-05-04 | +4.4% |
| 2026-02-04 | -2.9% |
| 2025-11-04 | -7.3% |
| 2025-08-05 | +0.3% |
| 2025-04-29 | -1.9% |
| 2025-02-05 | -1.9% |
Earnings dates are the company's 8-K Item 2.02 filings (SEC). Reactions from Databento EOD.
Nothing on file for EQH from Nov 10, 2026 to Nov 23, 2026 in these sources: earnings date and filing deadline.
| Event | Result |
|---|---|
| Earnings date | nothing in the window. Nothing in the window. The next report is projected around Feb 3, 2027, after it. |
| Filing deadline | nothing in the window. Nothing in the window: the 10-K for the fiscal year ending Dec 31, 2026, due 60 days after it for a large accelerated filer, falls due Mar 1, 2027, after it. Newest periodic report on file: the 10-Q for the period ending Sep 30, 2026, filed Nov 5, 2026. filing list on EDGAR |
| Ex-dividend date | not covered. Not checked. This attestation does not cover ex-dividend dates. |
This records what these sources returned when they were read. It is not a forecast: a company can announce an event at any time, and ex-dividend dates are not covered. Window 2026-11-10 to 2026-11-23, Eastern dates. Deadlines follow SEC Rules 13a-1 and 13a-13 and Form 20-F, moved past weekends and federal holidays by Rule 0-3.
2 of the 2 checks that ran found nothing new for EQH. 2 could not run.
Each event check looks back 30 days from the date its own source was stored, read or generated, never from the date this page was built. A check that finds nothing is a measurement of that window, not a forecast, and a check that cannot be dated does not make the claim at all.
None of the 5 estimators could run on EQH's filings.
One estimator is a point estimate, not a range, so no band and no valuation label are published for EQH. Below is everything that was checked, so the refusal can be read rather than taken on trust.
Nothing produced a value.
No sector peer set is priced for EQH, so sector medians could not fill the gaps.
Every refusal recorded for EQH → · How often we decline, and why →
The fair-value line is EQH’s own median P/E, P/S, P/B and P/FCF applied to each year’s fundamentals — the price its typical valuation would have implied. Where the solid line sits above the dashed one, the stock traded at a premium to its own history that year; below, a discount. This is a description of past valuation, computed from EQH’s filings and price history — not a forecast and not investment advice. A stock can trade above or below its own median for years.
Total return including reinvested dividends, from EQH’s adjusted closing prices. Past return is not a forecast and not investment advice.
Both dividends and buybacks are in use — a mixed return policy. Buybacks flex with cash flow; dividends carry a stronger implicit commitment to maintain.
Every figure is from EQH’s SEC cash-flow statement. This describes how management deployed cash last period — it is not a grade of that deployment, not a forecast, and not investment advice. Whether reinvesting, paying down debt, or returning cash was the right call depends on the return each earns, which the filings do not settle. Educational information only.
Only 1 of 5 tests could be computed from the filings — too few to summarise, so the individual results are shown without an overall label.
2018 $0.26 · 2019 $0.58 · 2020 $0.66 · 2021 $0.71 · 2022 $0.78 · 2023 $0.86 · 2024 $0.94 · 2025 $1.05
The score is passed over computable, not passed out of five. If only three tests could be run on EQH’s filings, the score is out of three and the other two are listed with the reason they were skipped. Scoring a skipped test as a failure would punish a company for how its industry reports, and scoring it as a pass would flatter one.
Labels come from that ratio:
Below three computable tests we publish no label at all and show the individual results instead. A summary drawn from one or two tests is not a summary.
Free cash flow coverage carries the most weight in practice, because dividends are paid in cash and free cash flow is the cash actually available to pay them. The earnings payout ratio is the better-known test but the weaker one — earnings are an accounting figure, dividends are not. Where the two disagree, believe the cash.
Why tests get skipped. A REIT gets no earnings payout ratio: GAAP depreciation on appreciating property understates a REIT’s distributable earnings, which is exactly why the industry reports FFO and why REITs are required to distribute most of their taxable income. Banks and insurers get no leverage test, because deposits are debt and structurally high leverage is what a balance-sheet business is, not a warning sign.
The biggest limitation, stated plainly. The coverage tests read a single fiscal year, and one year of cash flow is far more volatile than a dividend record. A legal settlement, a tax payment or an acquisition can sink coverage in a year that says nothing about the dividend. Where a weak year contradicts a long unbroken record, we say so above rather than letting the harsher number stand alone — but you should still check what happened in that specific year.
The streak is the weakest test here, and it is deliberately listed last. Every dividend that was ever cut had an unbroken streak right up until the year it was cut. A freeze does not break the run — a company that holds its dividend flat through a bad year has not cut it — so raises are counted separately, and a long flat run cannot pass itself off as dividend growth.
Every figure above is from EQH’s own SEC filings and the arithmetic is stated on this page. This describes what the filings show about the dividend’s coverage — it is not a prediction that the dividend will or will not be cut, not a recommendation, and not investment advice. A covered dividend can still be cut, and a strained one can still be maintained for years. Educational information only.
From SEC Form 4 and 13F filings. Both are backward-looking disclosures on different reporting clocks, and neither predicts price. Educational information only — not investment advice.
Group: Insurance Agents, Brokers & Service, the SEC industry code EQH files under. 1 company in our stored table files under it.
| Metric | EQH | Group median | 25th to 75th percentile | Where EQH sits |
|---|---|---|---|---|
| Net marginnet income divided by revenue, same fiscal year | Not computed for banks and insurers: their revenue is interest, fees and premiums, not sales, so a margin on it does not compare with other industries or within theirs. | |||
| Free cash flow marginoperating cash flow less capital expenditure, divided by revenue, same fiscal year | Not computed for banks and insurers: their revenue is interest, fees and premiums, not sales, so a margin on it does not compare with other industries or within theirs. | |||
| Return on equitynet income divided by stockholders’ equity at the fiscal year end | Withheld: 1 company in this SIC group has the figure on file, and a group prints from 6. | |||
One filed metric per row, each a ratio of two figures from the same annual report; no composite and no grade. Percentile is the share of the group’s other companies with a lower figure. A group prints from 6 companies with the figure. The group is drawn from our stored table (the S&P 500 issuers and the companies we cover, each with its newest annual report read), not from every filer in the class. Industry pages show the same medians by group.
Every registered fund files its complete portfolio with the SEC. These weights come from those filings, so each one carries the period it describes. Holdings are quarterly and filed in arrears — the figures below are as of 2026-06-30 to 2026-07-31, not today.
| Fund | Weight | As of |
|---|---|---|
| MDY SPDR S&P MidCap 400 ETF | 0.34% | 2026-06-30 |
| IJH iShares Core S&P Mid-Cap ETF | 0.33% | 2026-06-30 |
| DGRO iShares Core Dividend Growth ETF | 0.07% | 2026-07-31 |
| VYM Vanguard High Dividend Yield ETF | 0.05% | 2026-07-31 |
| IWF iShares Russell 1000 Growth ETF | 0.02% | 2026-06-30 |
| IWB iShares Russell 1000 ETF | 0.02% | 2026-06-30 |
| VTI Vanguard Total Stock Market ETF | 0.02% | 2026-06-30 |
| IWD iShares Russell 1000 Value ETF | 0.02% | 2026-06-30 |
| ITOT iShares Core S&P Total US Stock Market ETF | 0.02% | 2026-06-30 |
Drawn from 39 large US equity funds we scan, not every fund in existence, so a missing fund means we do not scan it rather than that it holds none. Holdings are joined to tickers by issuer name, which does not resolve every position; what that misses is published.
Head office: New York, New York, United States · the company’s charter and its head office are in different states.
Source: the cover page of Equitable Holdings, Inc.’s 10-Q filed 2026-11-05, on EDGAR. Filings checked 2026-11-10. Incorporation is where the company’s charter was filed. It is not where the business operates or earns, which no filing cover states. How this works
No tracked institution reported a position in EQH in the latest 13F round.
| Company | Stake value | % of company owned |
|---|---|---|
| ISHARES TR | $2.57B | no share count |
| SPDR SERIES TRUST | $1.63B | no share count |
| VANGUARD INDEX FDS | $1.19B | no share count |
| J P MORGAN EXCHANGE TRADED F | $588.5M | no share count |
| INVESCO QQQ TR | $497.8M | no share count |
| VANGUARD SCOTTSDALE FDS | $486.7M | no share count |
| INVESCO EXCHANGE TRADED FD T | $471.3M | no share count |
| SELECT SECTOR SPDR TR | $449.3M | no share count |
| INVESCO EXCH TRADED FD TR II | $417.4M | no share count |
| APPLE INCAAPL | $303.1M | 0.01% |
| BLACKROCK ETF TRUST | $294.3M | no share count |
| NVIDIA CORPORATION | $266.6M | no share count |
| SPDR INDEX SHS FDS | $255.9M | no share count |
| ALPHABET INCGOOGL | $243.9M | no share count |
| STATE STR SPDR S&P 500 ETF T | $240.8M | no share count |
Long US equity positions from EQH's own 13F-HR (SEC), reported quarterly and lagged up to 45 days. “% of company owned” = reported shares ÷ that company's latest shares outstanding.
Of 13 sales in the last ~6 months, 5 were filed with the Rule 10b5-1 box checked, set up in advance under a written trading plan; 8 were filed without it.
| SCOTT BERTRAM LDirector | SELL | $151K | view → |
| MacKay Craig CDirector | SELL | $109K | view → |
| Lane NickSee Remarks | SELL | $795K | view → |
| Isaacs-Lowe ArleneDirector | SELL | $53K | view → |
| HURD JEFFREY JChief Operating Officer | SELLplan | $746K | view → |
| MacKay Craig CDirector | SELL | $113K | view → |
| Eckert William James IVChief Accounting Officer | SELL | $50K | view → |
| Stonehill Charles G.T.Director | SELL | $387K | view → |
No lawmaker has disclosed a trade in EQH under the STOCK Act.