Equitable Holdings, Inc. (EQH) Stock
EQH has an Alpha Score of 41 out of 100 (weak), computed on Nov 3, 2026 from 3 of 4 sub-scores. 1 member of Congress disclosed 2 trades in EQH since 2025: 1 purchase and 1 sale, most recently Lisa McClain (sale, Jul 16, 2025). 8 of the hedge funds AlphaScala tracks reported EQH in 13F filings for the quarter ended Jun 30, 2026; the largest reported position is Viking Global Investors's at $236.90M. Company insiders reported 0 open-market buys and 12 sales on SEC Form 4 in the 90 days to Nov 4, 2026.
What is EQH's Alpha Score?
How it works →Alpha Score of 40 reflects weak overall profile with strong momentum, moderate value, poor quality. Based on 3 of 4 signals – score is capped at 90 until remaining data ingests.
Computed from 3 of 4 sub-scores; a sub-score is left out when its inputs are missing, and the composite is capped accordingly.
Computed Nov 3, 2026
A rules-based research rating, not a recommendation to buy or sell.
Which members of Congress traded Equitable Holdings, Inc. (EQH)?
Most recent: Lisa McClain (sale, Jul 16, 2025); records start Jun 17, 2025.
| Politician | Trade date | Type | Amount |
|---|---|---|---|
| Lisa McClain R-MI · House | 2025-07-16 | sale | $1k – $15k |
| Lisa McClain R-MI · House | 2025-06-17 | purchase | $1k – $15k |
From STOCK Act periodic transaction reports. House filings as of Nov 3, 2026.
See all EQH political trades →Which hedge funds own EQH?
From 13F filings| Fund | Shares Held | Position Value | Change vs prior Q |
|---|---|---|---|
| Viking Global Investors Andreas Halvorsen | 5.40M | $236.90M | NEW |
| Marshall Wace | 2.78M | $121.95M | +38% |
| D.E. Shaw David Shaw | 2.03M | $89.26M | -8% |
| Citadel Ken Griffin | 1.38M | $60.52M | -56% |
| Renaissance Technologies Jim Simons (founder) | 820K | $35.98M | NEW |
| Millennium Management Israel Englander | 611K | $26.82M | -76% |
| Point72 Steve Cohen | 373K | $16.35M | +13% |
| Bridgewater Associates Ray Dalio | 261K | $11.45M | -43% |
13F holdings as of Jun 30, 2026
Explore all tracked funds →Are Equitable Holdings, Inc. insiders buying or selling?
SEC Form 4 filings| Date | Insider | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| Sep 21, 26 | Scott Bertram L | Director | SELL | 2.8K | $151K |
| Sep 17, 26 | Mackay Craig C | Director | SELL | 2.0K | $109K |
| Sep 4, 26 | Isaacs-Lowe Arlene | Director | SELL | 1.0K | $53K |
| Sep 4, 26 | Lane Nick | See Remarks | SELL | 14.9K | $795K |
| Aug 17, 26 | Hurd Jeffrey J | Chief Operating Officer | SELL | 4.7K | $239K |
| Aug 17, 26 | Hurd Jeffrey J | Chief Operating Officer | SELL | 4.2K | $221K |
| Aug 17, 26 | Hurd Jeffrey J | Chief Operating Officer | SELL | 500 | $27K |
| Aug 17, 26 | Hurd Jeffrey J | Chief Operating Officer | SELL | 2.5K | $126K |
| Aug 17, 26 | Hurd Jeffrey J | Chief Operating Officer | SELL | 2.2K | $118K |
| Aug 17, 26 | Hurd Jeffrey J | Chief Operating Officer | SELL | 300 | $16K |
SEC Form 4 filings as of Nov 4, 2026
See cluster-buy signals across all tickers →What are EQH's key statistics?
Key statistics as of Oct 27, 2026
How does EQH's valuation compare with the Financials sector?
| Metric | EQH | Financials median | Companies in median |
|---|---|---|---|
| Net margin | -6.29% | 20.11% | 204 |
| Return on equity | -198.15% | 12.39% | 230 |
| Dividend yield (payers) | 3.00% | 3.29% | 172 |
Medians over the Financials stocks whose key statistics were refreshed in the last 35 days (newest Nov 6, 2026). P/E excludes loss-making companies.
EQH price chart
Powered by TradingViewWhat does Equitable Holdings, Inc. do?
Equitable Holdings, Inc. is a publicly traded financial services company focused on providing insurance, retirement, and asset management solutions. The firm plays a pivotal role in the financial market by serving a diverse client base, including individuals, institutions, and corporate entities, with products designed to manage risk and build long-term financial security. Key offerings include life insurance, annuity products, and investment advisory services, which position the company as an important provider within the insurance and retirement planning sectors. With a substantial free float and market capitalization, Equitable Holdings is a notable participant in the equity markets, contributing to risk transfer, capital formation, and financial stability. The company has demonstrated expertise in efficiently managing and structuring debt securities, as evidenced by recent cash tender offers and reinsurance transactions, reflecting its significance in both the equity and fixed income spheres. Equitable Holdings supports market liquidity through its actively traded shares, and its consistent dividend payments underscore its commitment to shareholder value and financial resilience.