Equitable Holdings, Inc. (EQH) Stock Analysis
Range Bound setup
Financial Services · Asset Management
Sell if holding. Engine safety override at $41.32: Quality below floor (2.7 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.3/10 and A.R:R 3.4:1 is above the 1.5:1 BUY gate. Specifically: Below-average business quality; Below long-term trend.
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 $41.32: Quality below floor (2.7 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.3/10 and A.R:R 3.4:1 is above the 1.5:1 BUY gate. Specifically: Below-average business quality; Below long-term trend. Chart setup: RSI 44 mid-range, Bollinger mid-band. Score 4.3/10, moderate confidence.
Passes 7/9 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, earnings proximity 56d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and death cross (50MA < 200MA). Suitability: moderate.
Recent developments
updated 2026-06-09Recent 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.
Show full disclosure ▾Hide full disclosure ▴
About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.
Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.
Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.
No paid promotion. TrendMatrix does not accept payment from any issuer, broker, or third party in exchange for coverage of any security. Our sole compensation is subscription revenue.
No fiduciary duty. No fiduciary, advisory, or agency relationship is created between you and TrendMatrix by reading our content or subscribing to our service.
Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.
Rating Breakdown
4 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
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 $41.32: Quality below floor (2.7 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.3/10 and A.R:R 3.4:1 is above the 1.5:1 BUY gate. Specifically: Below-average business quality; Below long-term trend. Chart setup: RSI 44 mid-range, Bollinger mid-band. Prior stop was $38.62. Score 4.3/10, moderate confidence.
Take-profit target: $50.46 (+22.1% upside). Prior stop was $38.62. Stop-loss: $38.62.
Quality below floor (2.7 < 4.0).
Equitable Holdings, Inc. trades at a P/E of N/A (forward 4.7). TrendMatrix value score: 7.8/10. 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.