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About the company
Equitable Holdings, Inc. is a financial services holding company, which consists of complementary businesses, such as Equitable, AllianceBernstein and Equitable Advisors. Its segments include Retirement, Asset Management, and Wealth Management. Retirement segment provides retirement solutions to individual and institutional clients, including individual and group annuities, retirement savings plans, and institutional savings products. Asset Management segment provides diversified investment management and related services globally to a range of clients through three main client channels: Institutional, Retail and Private Wealth. Wealth Management segment offers discretionary and non-discretionary investment advisory accounts, financial planning and advice, life insurance, and annuity products. Equitable provides retirement and protection strategies to individuals, families and businesses. AllianceBernstein is an investment management firm that offers diversified investment services.
- Revenue in USD (TTM)14.14bn
- Net income in USD-1.44bn
- Incorporated2003
- Employees8.00k
- LocationEquitable Holdings Inc1345 AVENUE OF THE AMERICASNEW YORK 10105United StatesUSA
- Phone+1 (212) 554-1234
- Fax+1 (302) 636-5454
- Websitehttps://equitable.com/
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Mergers & acquisitions
| Acquired company | EQH:NYQ since announced | Transaction value |
|---|---|---|
| Stifel Independent Advisors LLC | -19.62% | -- |
Data delayed at least 15 minutes, as of Mar 03 2026 21:00 GMT.
Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Janus Henderson Group PLC | 3.10bn | 833.30m | 7.96bn | 2.30k | 9.41 | 1.56 | 8.43 | 2.57 | 5.49 | 5.49 | 20.31 | 33.16 | 0.4067 | -- | 53.65 | 1,348,217.00 | 11.90 | 7.88 | 15.00 | 9.36 | 20.04 | -- | 29.27 | 21.09 | -- | -- | 0.0607 | 49.40 | 25.23 | 6.15 | 108.90 | 39.66 | -13.54 | -- |
| Galaxy Digital Inc | 60.41bn | -270.35m | 8.09bn | 520.00 | -- | 4.14 | -- | 0.1339 | -2.26 | -2.26 | 265.00 | 5.00 | 9.69 | -- | 3,550.83 | -- | -3.87 | 1.89 | -8.00 | 3.03 | 1.02 | -- | -0.3995 | 0.2842 | -- | -1.40 | 0.4898 | 12.15 | -- | -- | -207.62 | -- | -- | -- |
| Affiliated Managers Group Inc | 2.07bn | 716.70m | 8.28bn | 5.60k | 14.17 | 2.59 | 7.71 | 3.99 | 21.89 | 21.89 | 63.88 | 119.94 | 0.23 | -- | 4.58 | 370,428.60 | 10.02 | 10.93 | 12.82 | 14.32 | -- | -- | 43.57 | 44.24 | -- | -- | 0.3783 | 0.2021 | 1.64 | 0.4584 | 40.07 | 28.80 | -6.42 | -35.20 |
| Jefferies Financial Group Inc | 10.82bn | 635.05m | 9.23bn | 7.79k | 15.67 | 0.8715 | 11.41 | 0.8524 | 2.85 | 2.83 | 48.62 | 51.26 | 0.1542 | -- | 1.68 | 1,389,968.00 | 0.978 | 1.38 | 1.73 | 2.42 | 61.57 | 66.62 | 6.34 | 9.17 | -- | -- | 0.7691 | 37.09 | 2.93 | 9.25 | -4.14 | -3.65 | 3.23 | 21.94 |
| SEI Investments Co | 2.30bn | 715.31m | 10.11bn | 5.00k | 14.68 | 4.13 | 12.72 | 4.40 | 5.63 | 5.63 | 18.08 | 20.03 | 0.773 | -- | 3.47 | 459,752.10 | 24.14 | 21.99 | 29.16 | 26.04 | 85.46 | 85.29 | 31.23 | 27.15 | -- | -- | 0.00 | 21.10 | 8.07 | 6.41 | 23.08 | 9.85 | -7.69 | 6.96 |
| XP Inc | 3.49bn | 979.68m | 10.54bn | 7.44k | 11.08 | 2.36 | 10.16 | 3.02 | 1.83 | 1.83 | 6.51 | 8.60 | 0.0495 | -- | 17.15 | -- | 1.39 | 1.77 | 1.82 | 2.37 | -- | -- | 28.10 | 27.41 | -- | 11.74 | 0.7733 | -- | 8.03 | 17.68 | 14.54 | 20.01 | 10.92 | -- |
| Equitable Holdings Inc | 14.14bn | -1.44bn | 11.01bn | 8.00k | -- | -- | -- | 0.7792 | -4.82 | -4.82 | 47.26 | -0.2612 | 0.0461 | -- | 0.8795 | 1,767,125.00 | -0.3379 | 0.4912 | -0.348 | 0.5175 | 46.65 | 59.05 | -7.34 | 8.74 | -- | 0.4792 | 0.9321 | 31.99 | -16.43 | 0.00 | -220.08 | -- | -20.49 | 9.73 |
| Invesco Ltd | 6.38bn | -726.30m | 11.24bn | 7.50k | -- | 1.16 | -- | 1.76 | -1.62 | -1.62 | 14.06 | 27.55 | 0.2357 | -- | 7.85 | 850,393.40 | -0.6462 | 2.20 | -0.7358 | 2.62 | 66.64 | 67.81 | -2.74 | 10.62 | -- | -- | 0.419 | 112.75 | 5.11 | 0.7423 | -235.00 | -- | -6.02 | 1.62 |
| Houlihan Lokey Inc | 2.65bn | 447.78m | 11.31bn | 2.70k | 24.87 | 4.92 | 22.73 | 4.27 | 6.52 | 6.52 | 38.54 | 32.92 | 0.7146 | -- | 6.52 | 980,124.00 | 12.08 | 11.87 | 19.63 | 20.67 | -- | -- | 16.91 | 17.01 | -- | 4,412.66 | 0.00 | 38.09 | 24.81 | 15.56 | 42.60 | 16.81 | 13.89 | 12.95 |
| Stifel Financial Corp | 6.35bn | 646.50m | 11.57bn | 9.00k | 19.07 | 2.15 | 15.60 | 1.82 | 3.92 | 3.92 | 38.47 | 39.20 | 0.1564 | -- | 4.84 | 705,281.40 | 1.68 | 1.87 | 10.51 | 10.85 | 98.96 | 98.86 | 10.77 | 12.76 | -- | 2.07 | 0.8421 | 24.77 | 6.65 | 10.70 | -6.86 | 6.30 | -3.28 | 32.34 |
| Evercore Inc | 3.88bn | 591.92m | 12.91bn | 2.57k | 21.98 | 5.84 | 19.18 | 3.33 | 14.00 | 14.00 | 92.10 | 52.74 | 0.8141 | -- | 6.54 | 1,509,760.00 | 13.44 | 13.95 | 21.37 | 21.92 | 99.05 | 99.01 | 16.51 | 17.81 | -- | -- | 0.2023 | 26.99 | 29.49 | 11.17 | 56.48 | 11.04 | 6.77 | 7.16 |
| Ares Capital Corporation | 3.05bn | 1.30bn | 13.61bn | 4.25k | 10.21 | 0.9503 | 10.47 | 4.46 | 1.86 | 1.86 | 4.37 | 19.94 | 0.1026 | -- | 5.45 | 718,117.60 | 4.37 | 5.47 | 4.51 | 5.66 | 49.44 | 50.51 | 42.56 | 51.78 | -- | 1,458.00 | 0.5276 | 81.74 | 2.07 | 15.10 | -14.65 | 21.83 | -- | 3.71 |
| Franklin Resources Inc | 8.85bn | 562.70m | 13.80bn | 9.90k | 24.39 | 1.14 | 11.97 | 1.56 | 1.09 | 1.09 | 17.10 | 23.34 | 0.2725 | -- | 6.23 | 902,673.50 | 2.04 | 3.96 | 2.55 | 4.97 | 36.07 | 38.57 | 7.50 | 13.42 | -- | -- | 0.4788 | 66.00 | 3.45 | 9.52 | 9.14 | -9.65 | 8.30 | 3.65 |
Data as of Mar 03 2026. Currency figures normalised to Equitable Holdings Inc's reporting currency: US Dollar USD
49.97%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| The Vanguard Group, Inc.as of 31 Dec 2025 | 27.98m | 9.77% |
| BlackRock Fund Advisorsas of 31 Dec 2025 | 22.84m | 7.97% |
| Canada Pension Plan Investment Boardas of 31 Dec 2025 | 19.28m | 6.73% |
| T. Rowe Price Associates, Inc. (IM)as of 31 Dec 2025 | 16.97m | 5.92% |
| Capital Research & Management Co. (International Investors)as of 31 Dec 2025 | 13.55m | 4.73% |
| SSgA Funds Management, Inc.as of 31 Dec 2025 | 12.23m | 4.27% |
| Norges Bank Investment Managementas of 31 Dec 2025 | 11.56m | 4.04% |
| Wellington Management Co. LLPas of 31 Dec 2025 | 7.52m | 2.62% |
| Geode Capital Management LLCas of 31 Dec 2025 | 6.36m | 2.22% |
| Thornburg Investment Management, Inc.as of 31 Dec 2025 | 4.89m | 1.71% |
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Data from 31 Dec 2025 - 31 Dec 2025Source: FactSet Research Systems Inc.
