Insider buying last 90 days
No open-market insider purchases were filed for EQH in the last 90 days.
From Form 4 filings, dated to when each was filed.
Every EQH insider filing, plotted on the chart in Gekko.Open EQH in Gekko
NYSE: EQH
Equitable (EQH) Stock Analysis & Forecast
Sep 28 close
$52.31−1.53 (−2.8%)
Gekko Brief
AI summaryEquitable's annual meeting on 27 September drew attention as CEO Mark Pearson highlighted business momentum and the planned merger of equals with Corebridge, alongside record assets under management and higher non-GAAP earnings per share. The stock also saw a Form 8-K filing on 25 September. Insider activity included a director's Rule 144 notice to sell shares and a separate sale by Bertram Scott, while filings showed Corient Private Wealth LP trimming its EQH stake and Equitable itself cutting its position in JPMorgan Chase.
EQH closed at $52.31, down 2.8% on the day, with the close sitting above both the 50-day average of $50.97 and the 200-day average of $45.22. The stock's one-month return stands at 4.3%, its three-month return at 18.5%, and its six-month return at 48%, with the 52-week range spanning $35.20 to $55.06. The GekkoIndex reads 55.2, placing it in the Neutral zone, and price sits 5.6% below Gekko Fair Value of $55.42.
The next earnings date falls on 3 November, 35 days out, following a Q2 report on 4 August in which EPS of $1.70 beat the $1.66 estimate and prompted a 6.9% reaction. Analyst coverage from 8 firms carries a consensus target of $62.09. Seasonality over the past 5 years shows the next 20 trading days averaging a 3.2% gain, positive in 3 of those years. No insider, Congress, or unusual options activity appears within their respective windows.
Written by AI and checked automatically against the figures on this page. Generated Sep 29, 2026 from the data above.
Equitable price vs fair value
Close $52.31200-day averageGekko Fair Value $55.42
Equitable quick facts
- Market cap
- $14.28B
- P/E ratio
- —
- Forward P/E
- 5.8
- EPS, TTM
- −$3.29
- Revenue, TTM
- $10.62B
- Profit margin
- -8.7%
- Dividend yield
- 2.17%
- Beta
- 1.10
- Volume
- 2.49M avg 3.26M
- 1-year return
- +0.7%
- Typical daily move
- ±2.5%
- Typical 20-day move
- ±5.4%
- 50-day average
- $50.97
- 200-day average
- $45.22
- Next earnings
- Nov 3
- Shares outstanding
- 272.8M
Equitable swing-trade checklist
Equitable scores 4 supportive, 1 mixed and 0 headwinds across the 5 checklist items with data.
Six things swing traders check before a 20-day hold, read from the latest data.
4 supportive1 mixed0 headwinds
- Trendsupportive
Above 50 and 200-day
Close $52.31 is above the 50-day ($50.97) and 200-day ($45.22) averages, and the 50-day is above the 200-day.
See the chart - GekkoIndexmixed
55.2, Neutral
Reading 55.2 is in the Neutral zone.
See the GekkoIndex - Fair valuesupportive
5.6% below
Price is 5.6% below Gekko Fair Value (more than 5% below).
See fair value - Smart moneyno data
No data
No insider, Congress or unusual options activity in the window.
See smart money - Earnings risksupportive
Reports in 35 days
Next report Nov 3, 2026, 35 days away — outside a typical 20-trading-day hold.
See earnings - Seasonalitysupportive
+3.2% on average
From this point in the calendar, the next 20 trading days averaged +3.2% over 5 years, rising in 3 of them.
See seasonality
A description of current data, not a recommendation. How this page works
Equitable stock chart and price history
Equitable closed at $52.31 on Sep 28, 2026, +0.7% over the past year, inside a 52-week range of $35.20 to $55.06.
Close50-day average200-day averageVolume
Use the left and right arrow keys to read daily values.
Performance Breakdown
- 1 month
- +4.3%
- 3 months
- +18.5%
- 6 months
- +48.0%
- 1 year
- +0.7%
The full EQH chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open EQH in Gekko
Follow Equitable through every session
Put EQH on a Gekko watchlist and see its GekkoIndex, Gekko Fair Value and smart money signals update on the chart as they change.
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About Equitable
Equitable operates as a broad financial services company built around four separate business lines. It is recognized for selling variable annuities to wealthy individuals, and it also issues life insurance policies, including variable universal, indexed universal, and term coverage, to affluent customers and owners of smaller companies.
The firm's operations extend to supplying retirement savings plans with tax benefits to schools, local governments, nonprofit groups, and businesses of modest size. A separate arm handles investment management and research, serving institutions, retail investors, and private wealth clients, while also selling its own research products. Another part of the business provides workplace benefits, such as life, disability, dental, and vision plans, to smaller employers.
The company's history goes back to 1859, and it keeps its headquarters in New York, New York. It began using the Equitable Holdings name in January 2020, after previously trading as AXA Equitable Holdings. Its stock trades on the NYSE under the ticker EQH.
- Listed
- NYSE
- Sector
- Finance
- Industry
- Life/Health insurance
- Website
- ir.equitableholdings.com
Equitable GekkoIndex: the smart money zone
Equitable’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 55.2, in the Neutral zone, up 9.5 points over five sessions.
55.2Neutral
Up 9.5 points over five sessions.
Reading for Sep 28, 2026
What followed past readings in each zone
| Zone | Readings | 5 days | 20 days | ||
|---|---|---|---|---|---|
| Buying | 19 | +1.8% | +4.9% | ||
| Accumulation | 160 | +0.4% | +0.9% | ||
| Neutral (current zone) | 447 | +0.4% | +1.9% | ||
| Distribution | 42 | +0.1% | +1.2% | ||
| Selling | 4 | Too few readings yet | |||
Average EQH share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Neutral readings averaged +1.1% over 20 days. Past behaviour doesn’t guarantee future results.
Neutral zone: No clear directional signal. About the five zones →
See every daily GekkoIndex reading plotted over the EQH price, zone by zone.Track EQH in Gekko
Is Equitable stock overvalued? Gekko Fair Value
Equitable trades 5.6% below Gekko Fair Value of $55.42, so the shares are undervalued on Gekko’s estimate.
Gekko’s own estimate of what Equitable shares are worth, recalculated every trading day.
$55.42
Gekko Fair Value, Sep 29, 2026
5.6% Undervalued
Gekko Fair Value on every chart, with the gap to price updating daily.Open EQH in Gekko
Equitable insider and Congress trading
No open-market insider purchases were filed for Equitable, and no Congress trades were disclosed, in the last 90 days.
Plus buybacks, unusual options and fund positions, each dated to when it became public.
Congress trades last 90 days
No trades in EQH were disclosed by members of Congress in the last 90 days.
From congressional disclosures, which report amounts as ranges.
Congress disclosures for EQH, plotted on the chart in Gekko.Open EQH in Gekko
Buybacks
Equitable has been buying back its own shares.
- Bought back, quarter ended Jun 30, 2026
- $366.0M
- As a share of market cap
- 2.56%
- Trailing four quarters
- $1.59B
From company filings.
Hedge funds and billionaires quarter ended Jun 30
1of the funds Gekko tracks holds EQH.
0added1opened0trimmed0sold out
Which funds are on each side, name by name.Unlock in Gekko
Equitable earnings: next date and track record
Equitable reports on Nov 3, 2026 (35 days away), and beat the EPS estimate in 2 of its last 8 reports.
Next earnings report
Nov 3, 2026
35 days away
- EPS estimate
- $1.89
- Revenue estimate
- $3.73B
2 of 8reports beat the EPS estimate
±3.4%average move across the report
3 of 8reports followed by a gain
Share-price move across each report
Last earnings call, Aug 4, 2026 AI summary
- What they said
- EQH reported Q2 2026 non-GAAP operating EPS of $1.70 ($1.75 ex-notable items), a 24% year-over-year increase. Record AUM/AUA reached $1.2 trillion, up 10% YoY. The company returned $449 million to shareholders including $366 million in buybacks. Retirement net inflows were $1.7 billion, Wealth Management advisory inflows were $2 billion, and AllianceBernstein returned to positive flows at $0.8 billion. Corebridge merger received 97%+ shareholder approval.
- Guidance
- EQH reaffirmed 2026 EPS growth guidance of greater than 15% and expects 60-70% capital payout ratio for full year. Post-merger targets include at least 10% accretion to EPS and cash flow per share by end of 2028, with 15%+ ROE on a $30 billion+ capital base. Corebridge merger expected to close by year-end 2026.
| Reported | EPS | Revenue | Move |
|---|---|---|---|
| Aug 4, 2026 | $1.70 est $1.66 | $1.66B est $3.84B | +6.9% |
| May 4, 2026 | $1.62 est $1.61 | $4.23B est $3.94B | +4.4% |
| Feb 4, 2026 | $1.76 est $1.76 | $3.28B est $3.95B | −2.9% |
| Nov 4, 2025 | $1.48 est $1.61 | $1.45B est $3.50B | −7.3% |
| Aug 5, 2025 | $1.10 est $1.30 | $2.36B est $3.99B | +0.3% |
| Apr 29, 2025 | $1.30 est $1.48 | $4.58B est $3.83B | −1.9% |
| Feb 5, 2025 | $1.57 est $1.62 | $3.62B est $3.98B | −1.9% |
| Nov 4, 2024 | $1.53 est $1.53 | $3.08B est $3.78B | −1.4% |
“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.
Equitable stock forecast and analyst price targets
Analysts’ average 12-month price target for Equitable is $62.09, +18.7% from the last close, from 8 firms rating the stock in the last 90 days.
$62.09consensus 12-month target, +18.7% from the last close
Now $52.31Avg $62.09
Low $52High $68
Each firm’s latest rating in the last 90 days: 8 firms.
Latest analyst actions
| Date | Firm | Target | vs price |
|---|---|---|---|
| Aug 20 | Evercore ISI | $66 | +26.2% |
| Aug 19 | Wells Fargo | $64 | +22.3% |
| Aug 11 | KBW | $67 | +28.1% |
| Aug 6 | Truist Financial | $60 | +14.7% |
| Aug 5 | Mizuho Securities | $67 | +28.1% |
+1.9%average 20-day move after past Neutral readings
+3.2%average move over the next 20 trading days in the last 5 years
±2.5%typical daily move, from the 14-day average range
Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.
Equitable seasonality: the next 20 trading days
Over the next 20 trading days from Sep 29, Equitable averaged +3.2% across the last 5 years, rising in 3 of them.
Next 20 trading days, by year
Average move and hit rate
| Window | Average | Years higher |
|---|---|---|
| Next 5 trading days | +1.1% | 3 of 5 |
| Next 10 trading days | +1.2% | 3 of 5 |
| Next 15 trading days | +2.2% | 3 of 5 |
| Next 20 trading days | +3.2% | 3 of 5 |
| Next 30 trading days | +4.6% | 3 of 5 |
For scale, EQH’s typical 20-trading-day move in either direction is about 5.4%.
Equitable market cap and key statistics
Equitable’s market cap is $14.28B and revenue of $10.62B over the last twelve months.
Valuation
- Market cap
- $14.28B
- Forward P/E
- 5.8
- EPS, TTM
- −$3.29
- Gekko Fair Value
- $55.42
Trading
- Volume
- 2.49M
- Avg volume, 20 days
- 3.26M
- 52-week high
- $55.06
- 52-week low
- $35.20
- Shares outstanding
- 272.8M
Financials
- Revenue, TTM
- $10.62B
- Profit margin
- -8.7%
- Return on equity
- -25.1%
- Quarterly earnings growth, YoY
- +1,244.0%
Risk and income
- Beta
- 1.10
- Typical daily move
- ±2.5%
- Typical 20-day move
- ±5.4%
- Dividend yield
- 2.17%
Equitable stock news this week
Coverage of Equitable this week reads neutral: 1 positive, 3 neutral and 2 negative headlines.
- Corient Private Wealth LP Sells 12,485 Shares of Equitable Holdings, Inc. $EQHDefense World, Sep 28
- Equitable Highlights Growth, Corebridge Merger Plans at Annual MeetingTradingView, Sep 27
- Form 8K Axa Equitable Holdings Inc For: 25 September By Investing.comInvesting.com Nigeria, Sep 25
- Equitable Holdings Inc. Cuts Stock Position in JPMorgan Chase & Co. $JPMMarketBeat, Sep 23
- Equitable Holdings, Inc. (EQH) Could Be a Great ChoiceZacks Investment Research, Sep 22
- Director plans sale of 2,780 Equitable (NYSE: EQH) sharesStock Titan, Sep 22
Equitable peers
Equitable’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.
| Stock | GekkoIndex zone | vs Fair Value |
|---|---|---|
| PRUPrudential Financial | Accumulation | 1.4% below |
| RGAReinsurance Group of America | Neutral | 1.0% below |
| CRBGCorebridge Financial | Neutral | 4.7% below |
| JXNJackson Financial | Neutral | 4.5% below |
| VOYAVoya Financial | Accumulation | 7.2% below |
| PRIPrimerica | Buying | 11.4% below |
A peer links to its own page where one exists.
Equitable stock FAQ
What is Equitable’s market cap?
Equitable’s market cap is $14.28B at the Sep 28, 2026 close of $52.31, with 272.8M shares outstanding.
What is the Equitable stock forecast?
The consensus analyst 12-month price target for Equitable is $62.09, +18.7% from the last close. Of the 8 firms that rated the stock in the last 90 days, 8 rate it a buy, 0 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.
Is Equitable stock overvalued or undervalued?
On Gekko’s estimate Equitable is undervalued: the Sep 28, 2026 close of $52.31 is 5.6% below Gekko Fair Value of $55.42. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.
When does Equitable report earnings next?
Equitable is expected to report on Nov 3, 2026 (35 days away). Analysts expect earnings of $1.89 per share on revenue of $3.73B. Equitable beat the earnings estimate in 2 of its last 8 reports, moving 3.4% on average across the report.
What is Equitable’s 52-week high and low?
Equitable’s 52-week high is $55.06 and its 52-week low is $35.20; it closed at $52.31 on Sep 28, 2026, +0.7% over the past year. Over the last five years the shares peaked at $56.61 on Jun 30, 2025.
Is Equitable stock a buy right now?
Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 4 of the 5 items with data read as supportive (trend, fair value, earnings risk and seasonality), 1 as mixed (gekkoindex). The checklist is a description of current data, not a recommendation.
How this page works
During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →
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