Audited annual filings, TTM ratios and consensus forward estimates
Wall Street price targets and rating actions
Revenue disaggregation per 10-K filing
Annual filings (FY) with consensus forward estimates (hatched)
1255 daily bars · split adjusted
Daily · Wilder smoothing
Classic floor pivots from 2026-10-23
Computed from daily OHLCV bars
| Indicator | Value | Type | Action |
|---|---|---|---|
| RSI (14) | 47.97 | Oscillator | Neutral |
| Stochastic %K (14, 3, 3) | 78.01 | Oscillator | Neutral |
| Williams %R (14) | -46.36 | Oscillator | Neutral |
| MACD (12, 26, 9) | 0.40 (Hist -0.02) | Oscillator | Sell |
| Average Directional Index (14) | 12.54 (+DI 18.4 / -DI 33.6) | Trend | Neutral |
| EMA 20 | 53.34 | MA | Sell |
| SMA 20 | 53.20 | MA | Sell |
| EMA 50 | 52.16 | MA | Buy |
| SMA 50 | 52.34 | MA | Buy |
| SMA 200 | 45.69 | MA | Strong Buy |
Current price $52.75
Latest analyst grade actions
| Date | Firm | Action | Previous | New grade |
|---|---|---|---|---|
| Oct 12, 26 | Wells Fargo | maintain | Overweight | Overweight |
| Oct 7, 26 | Mizuho | maintain | Outperform | Outperform |
| Oct 7, 26 | Barclays | maintain | Overweight | Overweight |
| Aug 20, 26 | Evercore ISI Group | maintain | Outperform | Outperform |
| Aug 19, 26 | Wells Fargo | maintain | Overweight | Overweight |
| Aug 11, 26 | Keefe, Bruyette & Woods | maintain | Outperform | Outperform |
| Aug 5, 26 | Barclays | maintain | Overweight | Overweight |
| Jul 13, 26 | Evercore ISI Group | maintain | Outperform | Outperform |
| Jul 13, 26 | Keefe, Bruyette & Woods | maintain | Outperform | Outperform |
FY2025 · 10-K disclosure
TTM vs. 5-year historical average (annual ratios)
| Metric | EQH | Historical (5Y) / ref | Status |
|---|---|---|---|
| P/E ratio (TTM) | -16.1x | 5.1x · sector 20.4x | Discount |
| Forward P/E (FY26E) | 7.4x | EPS est. 7.14 | Discount |
| Price / Book | -18.7x | -33.8x | Discount |
| Price / Sales | 1.4x | 1.2x | In line |
| EV / EBITDA | 2.0x | -13.7x | Discount |
| Return on equity | 845.7% | — | Top tier |
| Gross margin | 72.7% | 67.5% | In line |
| Debt / Equity | -4.89 | -15.62 | Conservative |
| Piotroski / Altman Z | 5/9 | Z 0.22 | Distress |
Free float vs. closely held shares
13F institutional holdings are not available in the current data plan.
SEC Form 4 filings
| Date | Insider | Role | Type | Shares @ price | Value |
|---|---|---|---|---|---|
| Sep 21, 26 | Scott Bertram L | director | S-Sale | 2,780 @ $54.35 | $151.1K |
Discounted cash flow model
| Sep 17, 26 |
| Mackay Craig C |
| director |
| S-Sale |
| 2,000 @ $54.28 |
| $108.5K |
| Sep 4, 26 | Lane Nick | officer: See Remarks | S-Sale | 14,923 @ $53.24 | $794.5K |
| Sep 4, 26 | Isaacs-Lowe Arlene | director | S-Sale | 1,000 @ $52.83 | $52.83K |
| Aug 17, 26 | Hurd Jeffrey J | officer: Chief Operating Officer | M-Exempt | 9,359 @ $21.34 | $199.7K |
| Aug 17, 26 | Hurd Jeffrey J | officer: Chief Operating Officer | S-Sale | 4,659 @ $51.39 | $239.4K |
| Aug 17, 26 | Hurd Jeffrey J | officer: Chief Operating Officer | S-Sale | 4,200 @ $52.51 | $220.6K |
| Aug 17, 26 | Hurd Jeffrey J | officer: Chief Operating Officer | S-Sale | 500 @ $53.05 | $26.52K |
SEC EDGAR filings · last 12 months
| Form | Filed | Accepted | Document |
|---|---|---|---|
| SC 13G | Oct 9, 2026 | 2026-10-09 12:50:21 | View |
| 8-K | Sep 25, 2026 | 2026-09-25 08:15:14 | View |
| 4 | Sep 21, 2026 | 2026-09-21 16:10:11 | View |
| 4 | Sep 18, 2026 | 2026-09-18 16:20:37 | View |
| SC 13G | Sep 11, 2026 | 2026-09-11 14:24:49 | View |
| 425 | Sep 10, 2026 | 2026-09-09 21:26:13 | View |
| 4 | Sep 8, 2026 | 2026-09-08 16:07:59 | View |
| 4 | Sep 4, 2026 | 2026-09-04 16:09:54 | View |
| 4 | Aug 18, 2026 | 2026-08-18 16:14:51 | View |
| 13F-HR | Aug 17, 2026 | 2026-08-17 13:24:58 | View |
Proxy statement (DEF 14A) disclosures
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Reported EPS vs. consensus estimate
| Report date | EPS est. | EPS actual | Surprise | Revenue |
|---|---|---|---|---|
| Aug 4, 2026 | 1.65 | 1.70 | Beat 3.0% | $1.66B |
| May 4, 2026 | 1.60 | 1.62 | Beat 1.3% | $4.23B |
| Feb 4, 2026 | 1.75 | 1.76 | Beat 0.6% | $3.28B |
| Nov 4, 2025 | 1.61 | 1.48 | Miss -8.1% | $1.45B |
| Aug 5, 2025 | 1.71 | -1.21 | Miss -170.8% | $2.36B |
| Apr 29, 2025 | 1.47 | 1.35 | Miss -8.2% | $4.58B |