Equitable Holdings

EQH · NYSE

$54.02+$0.85 (+1.60%)TodayMarket closed · Oct 20, 4:05 PM ET

Prev close $53.17

EQH analyst rating

BuyConsensus of 11 analysts over the last 12 months. 100% rate it a buy.

Strong buy1
Buy10
Hold0
Underperform0
Sell0

12-month price target · 14 analysts

Average $60.77 (+12.5% upside)

Low: $27.23
Now: $54.02
High: $71.40

Upgrades and downgrades

The latest rating actions, newest first

EQH analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Wells Fargo	Oct 12, 2026	Maintains	Overweight	$64.00 → $65.00	75%
Mizuho	Oct 7, 2026	Maintains	Outperform	$67.00 → $66.00	58%
Barclays	Oct 7, 2026	Maintains	Overweight	$52.00 → $61.00	61%
Evercore ISI Group	Aug 20, 2026	Maintains	Outperform	$65.00 → $66.00	59%
Wells Fargo	Aug 19, 2026	Maintains	Overweight	$60.00 → $64.00	75%
Keefe, Bruyette & Woods	Aug 11, 2026	Maintains	Outperform	$62.00 → $67.00	71%
Barclays	Aug 5, 2026	Maintains	Overweight	$50.00 → $52.00	61%
Evercore ISI Group	Jul 13, 2026	Maintains	Outperform	$63.00 → $65.00	59%
Keefe, Bruyette & Woods	Jul 13, 2026	Maintains	Outperform	$60.00 → $62.00	71%
Jefferies	Jul 10, 2026	Maintains	Buy	$64.00 → $66.00	76%

The case for and against

Updated Jul 31, 2025

Bull case

Equitable Holdings Inc. has demonstrated robust financial performance, reflected in a 35% earnings increase in its Group Retirement segment, supported by higher fee-based revenue and an improved net interest margin. The company anticipates generating $1.6-$1.7 billion in cash for 2025, marking a significant increase from the previous year, alongside a 12% rise in account values to $40.7 billion primarily due to favorable market conditions. Additionally, the Asset Management segment reported a 41% increase in operating earnings, benefiting from higher average assets under management (AUM) and performance fees, further solidifying a positive outlook for the company's financial trajectory.

Bear case

Equitable Holdings Inc. experienced a modest decrease in account values, down 2% year-over-year due to market performance and ongoing outflows, indicating a potential challenge in maintaining asset levels. The company's operating earnings revealed a significant decline, reducing from $68 million to $43 million in the fourth quarter, alongside a slight drop in the operating return on assets, suggesting diminishing profitability. Continued unfavorable mortality trends and a lack of effective strategies to enhance free cash flow generation introduce further risks that could hinder the company's earnings growth, reinforcing a negative outlook on the stock.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.