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Equitable Holdings, Inc. (EQH) Stock Analysis

Recovery setup

SellVALUE-TRAP 1/5Moderate Confidence

Financial Services · Asset Management

Earnings in 4 days (2026-05-04). Expect elevated volatility around the report — consider waiting for post-earnings price action before new entries.

Sell if holding. Engine safety override at $42.03: Quality below floor (2.4 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.1/10. Specifically: Below-average business quality; Below long-term trend.

Equitable Holdings is a financial services holding company operating through Equitable (retirement annuities and protection), AllianceBernstein (approximately 68% owned global active asset manager), and Equitable Advisors (wealth management platform). As of December 31, 2025, it... Read more

$42.03+19.2% A.UpsideScore 5.1/10#87 of 109 Asset Management
Stop $39.15Target $49.92(analyst − 13%)A.R:R 1.3:1
Analyst target$57.38+36.5%13 analysts
$49.92our TP
$42.03price
$57.38mean
$63

Sell if holding. Engine safety override at $42.03: Quality below floor (2.4 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.1/10. Specifically: Below-average business quality; Below long-term trend. Chart setup: Death cross but MACD improving, RSI 77. Score 5.1/10, moderate confidence.

Passes 4/7 gates (positive momentum, clean insider activity, no SEC red flags, semi cycle peak clear). Fails on favorable risk/reward ratio and earnings proximity 4d<=7d. Suitability: moderate.

Val9.4Qual2.4Grw5.0Mom5.7Sent7.2Ins3.8Peer2.7Tech3.3Risk5.35.1OVERALL

Thesis

Rewards
No bull case signals
Risks
Quality below floor (2.4 < 4.0)

Key Metrics

P/E (TTM)—
P/E (Fwd)4.7
Mkt Cap$11.7B
EV/EBITDA-61.4
Profit Mgn-11.8%
ROE-38.9%
Rev Growth-14.2%
Beta1.11
Dividend2.60%
Rating analysts18

Quality Signals

Piotroski F4/9

Options Flow

P/C1.29bearish
IV61%elevated
Max Pain$23-46.5% vs spot

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

3 floor-breakers·1 ceiling hit

Unprofitable operations — net margin -11.8%. Quality floor flags this regardless of sector context.static

Roe
0.0
Roa
0.0
Gross Margin
0.0
Net Margin
0.0
Fcf Quality
0.0
Piotroski F
4.4
Operating Margin
4.9
Moat
5.0
Current Ratio
7.2
Cash-burning: FCF -83% of revenueNo competitive moatQuality concerns

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Quality Rank
0.4
Growth Rank
0.8
Value Rank
9.8

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

Support Resistance
2.2
Bollinger
2.7
52w Position
5.1
GatesA.R:R 1.3 < 1.5@spotEARNINGS PROXIMITY 4d<=7dDeath cross (50MA < 200MA)Momentum 5.7>=5.5Insider activity: OKNo SEC red flagsSEMI CYCLE PEAK CLEARRecoverySuitability: Moderate
RSI
77 · Overbought
↑ 20D MA↑ 50D MA↓ 200D MADEATH CROSSSupport $35.83Resistance $43.55

Price Targets

$39
$50
A.Upside+18.8%
A.R:R1.3:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Quality below floor (2.4 < 4.0)
! Reward/Risk 1.3:1 at current price — below 1.5:1 minimum
! EARNINGS_PROXIMITY:4d<=7d

Earnings

M
M
M
M
0/4 beats
Next Earnings2026-05-04 (4d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is EQH stock a buy right now?

Sell if holding. Engine safety override at $42.03: Quality below floor (2.4 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.1/10. Specifically: Below-average business quality; Below long-term trend. Chart setup: Death cross but MACD improving, RSI 77. Prior stop was $39.15. Score 5.1/10, moderate confidence.

What is the EQH stock price target?

Take-profit target: $49.92 (+19.2% upside). Prior stop was $39.15. Stop-loss: $39.15.

What are the risks of investing in EQH?

Quality below floor (2.4 < 4.0).

Is EQH overvalued or undervalued?

Equitable Holdings, Inc. trades at a P/E of N/A (forward 4.7). TrendMatrix value score: 9.4/10. Verdict: Sell.

What do analysts say about EQH?

18 analysts cover EQH with a consensus score of 4.1/5. Average price target: $57.

What does Equitable Holdings, Inc. do?Equitable Holdings is a financial services holding company operating through Equitable (retirement annuities and...

Equitable Holdings is a financial services holding company operating through Equitable (retirement annuities and protection), AllianceBernstein (approximately 68% owned global active asset manager), and Equitable Advisors (wealth management platform). As of December 31, 2025, it had $1.1 trillion in AUM and AUA; revenue comes from fee income, investment income, and insurance premiums.

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