Equitable Holdings, Inc. research snapshot
EQH AI stock analysis currently reads Equitable Holdings as a retirement, asset management, and wealth management franchise moving toward a more capital-light model, with strong cash generation guidance, heavy GAAP noise from reinsurance and variable annuity marks, and a now stockholder-approved all-stock Corebridge combination that is expected to close by year-end 2026. On July 30, 2026, shareholders of both Equitable Holdings and Corebridge voted to approve the merger. At the August 3, 2026 data cutoff, EQH closed near $47.65 on July 31, 2026 with an independently verified market capitalization of about $13.41 billion, and Q2 2026 earnings are scheduled for August 4, 2026. This page uses scenarios, technical levels, and source-backed facts. It is informational research, not investment advice.
Current price
$47.65
Market cap
$13.41 billion
AI score
70 / 100
Rating
Merger-approved, capital-light transition in focus
Trend status
Constructive uptrend near resistance before Q2 2026 earnings
Data cutoff (updated monthly)
August 4, 2026
Informational use only. This page is not investment advice.
| Dimension | Conclusion | Confidence |
|---|---|---|
| Business quality | Equitable sells retirement solutions, life and protection products, AllianceBernstein asset management, and Equitable Advisors wealth management to individuals, institutions, and advisors. The pending Corebridge deal would add Corebridge retirement and life distribution. | High |
| Moat | The moat comes from a long insurance franchise, scale in retirement products, majority ownership of AllianceBernstein, advisor distribution, and regulatory know-how. It is not a pure brand monopoly and can narrow with passive competition, weaker VA demand, or slow merger integration. | Medium |
| Management | CEO Mark Pearson is executing a capital-light strategy, life reinsurance to RGA, capital returns, AB private markets investment, and a Corebridge merger that shareholders approved on July 30, 2026. Incentive alignment is better on cash generation and buybacks than on clean GAAP book value. | Medium-high |
| Financial trend | FY2025 revenue was $11.665 billion with a $1.38 billion GAAP net loss attributable to Holdings, while Non-GAAP operating earnings were $1.741 billion ($5.64 EPS) and organic cash generation was $1.6 billion. Q1 2026 Non-GAAP operating EPS was $1.62, up 25% year over year. | High |
| Valuation | At $47.65 and $5.64 FY2025 Non-GAAP operating EPS, EQH traded near 8.4x operating earnings, about 2.4x book value ex-AOCI of $19.56, a 6.34 forward PE on consensus estimates, and a roughly 2.52% dividend yield on a $1.20 annualized dividend. | High |
| Technical trend | ChartMill showed a technical rating of 8/10 as of July 31, 2026, with price near $47.65 above the rising 50-day average near $44.99 and the 200-day average near $44.20, RSI near 52.70, a daily bull flag, and resistance in the $48.00 to $49.47 zone. | Medium |
| Risk level | Main risks are Corebridge deal integration or re-pricing, equity-market sensitivity, VA and hedging volatility, reinsurance counterparty risk, AB outflows, interest-rate and AOCI marks, and regulatory capital rules. | Medium-high |
| AI confidence | High for descriptive research and calculations, including the July 30 merger approval and analyst targets. Lower for exact price outcomes because insurer and asset-manager earnings can move with markets, rates, deal news, and accounting marks. | High data confidence |
| Investment certainty | Medium certainty. EQH looks like a cash-returning franchise at a moderate operating multiple with a shareholder-approved merger, but a buy decision depends on merger closing, Q2 2026 results, risk tolerance for GAAP volatility, and confidence in the approximately $1.8 billion 2026 cash generation guidance. | Medium |
EQH AI stock forecast
The EQH AI stock forecast uses scenario math around the $47.65 quote and $5.64 FY2025 Non-GAAP operating EPS. The audited three-year framework produced a bearish area near $34, a base area near $64, and a bullish area near $103 before dividends. Ranges are scenarios, not guarantees.
$95 to $105
More likely if Corebridge closes cleanly by year-end 2026 and integration hits targets, cash generation reaches about $1.8 billion, Non-GAAP EPS compounds near 15%, AB private markets and wealth inflows scale, buybacks keep reducing share count, and the market pays about 12x operating earnings.
$60 to $68
More likely if operating EPS compounds near 8% annually, retirement and wealth net inflows stay positive, capital returns stay inside the 60-70% payout band, and investors value EQH around a 9x operating multiple after the merger closes.
$30 to $36
More likely if the Corebridge deal closes late or repriced unfavorably, integration disappoints, equity markets fall, AB outflows deepen, VA marks and AOCI damage confidence, cash generation misses, or the multiple compresses toward 6x operating earnings.
EQH AI technical analysis
EQH AI technical analysis is constructive but trading just under resistance as of the August 3, 2026 cutoff, with Q2 2026 earnings on August 4, 2026. ChartMill reported a technical rating of 8/10, RSI (14) of 52.70, a 50-day SMA near $44.99, a 200-day SMA near $44.20, and resistance around $48.00 to $49.47.
| Level | Value | Why it matters |
|---|---|---|
| Current price | $47.65 | Close on July 31, 2026 from StockAnalysis and ChartMill snapshots. After-hours traded near $46.55. Used for market cap and valuation math at the August 3, 2026 cutoff. |
| Near support | $44.99 to $45.26 | ChartMill listed a support zone from $44.99 to $45.26 formed by trend lines and moving averages, with the 50-day SMA near $44.99 inside the zone. |
| Near resistance | $48.00 to $49.47 | Resistance starts in the $48.00 to $49.47 band, with a further weekly horizontal resistance near $55.34 from the 52-week high area. |
| 50-day moving average | $44.99 | Price remained above the rising 50-day average, supporting the intermediate uptrend after the spring rebound. |
| 200-day moving average | $44.20 | Price was above the 200-day average, keeping the longer-term technical picture constructive despite a soft 12-month performance. |
| Momentum | 14-day RSI 52.70, MACD -0.19 | RSI was neutral, while the daily MACD sat slightly below zero and declining, so momentum was mixed on the daily frame ahead of earnings. |
| Volume | About 3.87 million average daily shares | ChartMill listed average volume near 3.87 million shares, enough liquidity for large-cap monitoring frameworks. |
| Volatility | ATR about 2.97% of price | Expect larger moves around the August 4 Q2 2026 earnings, Corebridge closing news, equity-market swings, rate changes, and capital return updates. |
| Invalidation | Close below $44.99, then $44.20 | A close back under the $44.99 to $45.26 support zone would weaken the intermediate setup. A break under the 200-day average near $44.20 would be a clearer trend warning. |
EQH AI trading strategy
The EQH AI trading strategy is a rules-based research framework for a cash-returning retirement and asset-management holding company with high GAAP noise and a shareholder-approved merger still pending regulatory and closing steps. It is not personal advice and should be paired with live quotes, filings, position sizing, and risk controls.
Watch for EQH to hold above the $44.99 to $45.26 support zone and clear the $48.00 to $49.47 resistance area with volume confirmation after Q2 2026 earnings, constructive retirement inflows, or Corebridge closing progress.
A close below $44.99 or a failed breakout after earnings or merger headlines should invalidate the short-term setup.
If EQH pulls back toward the $44.99 to $45.26 support band without a new capital, reinsurance, or merger shock, compare the price reaction with cash generation, buybacks, and Non-GAAP operating EPS.
Do not average down without a defined loss limit because insurance and asset-management stocks can reprice quickly when VA marks, AOCI, or deal closing odds change.
Track Q2 2026 results on August 4, retirement net inflows, Wealth Management advisory flows, AB AUM and net flows, Non-GAAP operating EPS, organic cash generation, holdco liquidity, RBC ratio, buybacks, dividend growth, and Corebridge closing milestones.
Reduce confidence if capital returns depend on one-off reinsurance proceeds, if AB outflows persist, or if merger integration headlines become the main driver of the multiple.
Investment research summary
Customers pay Equitable for retirement income and protection products, AllianceBernstein investment management, and advisor-led wealth planning. The company converts fees, net interest margin, and advisory assets into operating earnings and holding-company cash, with a Corebridge merger approved to add scale.
The moat is moderate: brand history since 1859, retirement product scale, a controlling stake in AllianceBernstein, advisor distribution, and insurance capital know-how. Passive asset management, competitor annuities, and weak equity markets can narrow that edge.
The thesis fails if the Corebridge combination closes late or repriced unfavorably, integration misses the roughly $500 million synergy target, equity markets and VA hedges create large losses, AB continues large net outflows, reinsurance counterparties or residual blocks disappoint, or cash generation misses the approximately $1.8 billion 2026 guide.
Mark Pearson is steering EQH toward capital-light growth engines, higher AB private markets exposure, life reinsurance, and shareholder payouts, now backed by a July 30, 2026 shareholder approval of the Corebridge merger. Key-person and execution risk rise around integration and the multi-year capital-light transition.
U.S. retirement savings, advisor-led wealth, and alternative asset management sit in long-term demographic and wealth-transfer trends. The same industry remains cyclical with markets, rates, regulation, and fee compression.
EQH is not priced like a deep-value wreck on operating earnings, but GAAP book value is distorted by AOCI and marks. Margin of safety depends on cash generation, buyback discipline, operating EPS durability, merger closing, and whether investors accept about 8.4x Non-GAAP operating earnings with merger optionality.
Source-backed data
Every metric below includes a source and last verification date.
| Metric | Value | Source | Last verified |
|---|---|---|---|
| EQH price | $47.65 close on July 31, 2026; after-hours near $46.55 | StockAnalysis quote and ChartMill price snapshot | August 3, 2026 |
| Market capitalization | $13.41 billion, verified as $47.65 x 281.52 million shares | financial_rigor.py market cap verification and StockAnalysis share count | August 3, 2026 |
| Corebridge merger approval | Stockholders of Equitable Holdings and Corebridge approved the all-stock merger on July 30, 2026; closing expected by year-end 2026 | Corebridge Financial and Equitable Holdings joint release via StockAnalysis news feed | August 3, 2026 |
| Shares outstanding | 281.52 million (StockAnalysis), down about 8.8% year over year on buybacks | StockAnalysis statistics | August 3, 2026 |
| FY2025 revenue | $11.665 billion | Equitable Holdings full year and fourth quarter 2025 earnings release | August 3, 2026 |
| FY2025 net loss attributable to Holdings | $1.38 billion GAAP net loss, or $1.441 billion available to common; Macrotrends confirms about $1.441 billion | Company full year 2025 release and Macrotrends net income series | August 3, 2026 |
| FY2025 Non-GAAP operating earnings | $1.741 billion, or $5.64 per share ($6.21 excluding notable items) | Equitable Holdings full year 2025 earnings release | August 3, 2026 |
| FY2025 cash generation and capital return | $1.6 billion organic cash generation; $1.8 billion returned to shareholders; approximately $1.8 billion 2026 cash generation guidance | Equitable Holdings full year 2025 earnings release | August 3, 2026 |
| Q1 2026 operating results | Net income $621 million ($2.14/share); Non-GAAP operating EPS $1.62 ($1.68 ex notable items, up 25% year over year); revenue $4.23 billion | Equitable Holdings first quarter 2026 earnings release | August 3, 2026 |
| Book value and liquidity (March 31, 2026) | BVPS including AOCI $(2.83); BVPS ex-AOCI $19.56; BVPS ex-AOCI with AB at FMV $34.70; holdco cash $1.2 billion; long-term debt $3.837 billion | Equitable Holdings first quarter 2026 earnings release | August 3, 2026 |
| AUM/A and guidance | About $1.1 trillion AUM/A as of March 31, 2026; 2026 guidance of about $1.8 billion cash generation and over 15% EPS growth | Equitable Holdings full year 2025 and first quarter 2026 releases | August 3, 2026 |
| Analyst consensus | Strong Buy from 12 analysts, average price target $60.82, range $50 to $68; EPS consensus about $7.15 for 2026 | StockAnalysis forecast page (S&P Global and TipRanks data) | August 3, 2026 |
| Dividend | $0.30 quarterly after the May 2026 increase; about $1.20 annualized, roughly 2.52% yield at $47.65; ex-dividend date August 3, 2026 | Equitable Holdings dividend declarations and StockAnalysis dividend page | August 3, 2026 |
| Technical snapshot | Technical 8/10, RSI 52.70, 50-day SMA $44.99, 200-day SMA $44.20, resistance $48.00 to $49.47 | ChartMill technical analysis | August 3, 2026 |
This EQH AI stock analysis is an informational research tool only. It is not investment advice, a recommendation, or a guarantee of future returns. Forecast scenarios are based on available public data as of August 3, 2026 and may be wrong if Equitable Holdings fundamentals, markets, interest rates, reinsurance outcomes, regulation, Q2 2026 results, the Corebridge transaction, or market valuation change.
Design trading strategies visually with 10+ indicators. Set entry/exit conditions and risk management, then generate Pine Script code with no coding required.
Filter and discover stocks based on market cap, dividend yield, P/E ratio, sector, and more. Screen thousands of stocks with real-time data.
Smart AI-driven stock selection with fundamental screening, analyst estimates, and key metrics. Filter by P/E, market cap, dividends, and more.
