Equitable Holdings, Inc. (EQH) Stock Analysis
Momentum Cont setup
Financial Services · Asset Management
Sell if holding. Engine safety override at $45.24: Quality below floor (2.7 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.5/10. Specifically: Below-average business quality.
Equitable Holdings operates three franchises: Equitable (retirement/annuities), AllianceBernstein (global asset manager with $866.9B AUM), and Equitable Advisors (wealth management), with $1.1 trillion total AUM and administration. Revenue derives from fee income, investment... Read more
Sell if holding. Engine safety override at $45.24: Quality below floor (2.7 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.5/10. Specifically: Below-average business quality. Chart setup: Trend continuation, RSI 66, MACD bullish. Score 4.5/10, moderate confidence.
Passes 7/9 gates (positive momentum, clean insider activity, no SEC red flags, news boost analyst 0.70, earnings proximity 50d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.
Recent developments
updated 2026-06-15Recent Developments — Equitable Holdings, Inc.
Latest news
- NEWS UBS Maintains Buy on Equitable Holdings, Raises Price Target to $63 — benzinga Jun 11, 2026 positive
- NEWS Equitable Holdings Increases Quarterly Dividend From $0.27/Share To $0.30/Share — benzinga May 20, 2026 positive
- NEWS Wells Fargo Maintains Overweight on Equitable Holdings, Raises Price Target to $57 — benzinga May 12, 2026 positive
- NEWS Corebridge Financial And Equitable Holdings Appoint Robin Raju As CFO And Jeffrey Hurd As COO And Chief Human Resources — benzinga May 12, 2026 positive
- NEWS Mizuho Maintains Outperform on Equitable Holdings, Raises Price Target to $61 — benzinga May 7, 2026 positive
Generated 2026-06-15T18:11:46Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- MEDIUMCustomerEquitable Advisors38%10-K Item 1: 'Equitable Advisors represented 38% of our individual annuity FYP, while Third-Party Distribution represented 62%'
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
5 floor-breakers
Revenue shrinking — -7.6% YoY. Growth thesis broken unless recovery story develops.static
Unprofitable operations — net margin -7.3%. Quality floor flags this regardless of sector context.static
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
No near-term catalyst priced in. Thesis progression will come from fundamentals grinding, not event reaction.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Engine safety override at $45.24: Quality below floor (2.7 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.5/10. Specifically: Below-average business quality. Chart setup: Trend continuation, RSI 66, MACD bullish. Prior stop was $42.62. Score 4.5/10, moderate confidence.
Take-profit target: $50.82 (+12.3% upside). Prior stop was $42.62. Stop-loss: $42.62.
Quality below floor (2.7 < 4.0).
Equitable Holdings, Inc. trades at a P/E of N/A (forward 5.0). TrendMatrix value score: 7.4/10. Verdict: Sell.
19 analysts cover EQH with a consensus score of 4.2/5. Average price target: $58.
What does Equitable Holdings, Inc. do?Equitable Holdings operates three franchises: Equitable (retirement/annuities), AllianceBernstein (global asset manager...
Equitable Holdings operates three franchises: Equitable (retirement/annuities), AllianceBernstein (global asset manager with $866.9B AUM), and Equitable Advisors (wealth management), with $1.1 trillion total AUM and administration. Revenue derives from fee income, investment income, and insurance premiums on annuity and life products sold across all 50 states.