Wolfe Research has initiated coverage on Equitable Holdings Inc (EQH), assigning an Outperform rating. This marks the firm's first assessment of the company, reflecting its analysis of Equitable's business fundamentals and industry dynamics.
Headquartered in New York City, Equitable Holdings, Inc. operates in the financial services sector, employing approximately 8,000 full-time staff. The company, which went public on May 10, 2018, offers a range of services across several segments, including Individual Retirement, Group Retirement, Asset Management, Protection Solutions, Wealth Management, and Legacy.
As of September 15, 2025, EQH's shares are priced at $44.39, with a market capitalization of $13.3 billion. The company has a trailing twelve-month (TTM) price-to-earnings ratio of 27.83 and an earnings per share (EPS) of 1.47. Additionally, it boasts a dividend yield of 240.7%.
Looking ahead, Equitable is scheduled to report its upcoming earnings on August 3, 2026, with analysts estimating an EPS of $1.98 and revenue of $4.2 billion. Recent earnings performance has shown some volatility, with Q3 2025 EPS reported at $1.48, falling short of the estimated $1.63, reflecting a 9.2% surprise.
The announcement underscores Wolfe Research's confidence in Equitable's growth prospects, which are supported by a consensus rating of Buy among analysts. As of November 1, 2025, analyst sentiment includes 3 Strong Buy, 12 Buy, and 3 Hold ratings, with no Sell or Strong Sell recommendations recorded. Analyst ratings can evolve as new information becomes available, highlighting the importance of considering multiple factors in investment decisions.