Nama Insights

Equitable (EQH)

Financial Services · Asset Management · NYSE

Equitable (EQH) is a Financial Services company in the Asset Management industry. It has a market capitalization of $14.14B, a trailing price-to-earnings ratio of 7.3 and a free-cash-flow yield of 4.3%. Over the most recent reported fiscal year, revenue declined 6.1% and free cash flow per share fell 60.0%. Nama's AI scorecard rates it Buy, 6.0 out of 10. On 12-month momentum it ranks in the rising band of its market.
AI scorecard
Buy · 6.0/10
Positive, at the low end of Buy. As of Nov 7, 2026.
Momentum
Rising · +18.6% over 12 months ex. last
Second-best fifth of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-7.3%
How far the last close sits under the highest price of the past five years.
Market cap$14.14B
Trailing P/E7.3
Price / book—
Price / sales1.4
FCF yield4.3%
Dividend yield2.2%
Gross margin12.8%
Operating margin-26.4%
Net margin-8.7%
Revenue growth (YoY)-6.1%
Revenue growth (3-yr annual)-2.6%
EPS growth (YoY)-5.9%
FCF/share growth (YoY)-60.0%
Beta1.1
ExchangeNYSE
SectorFinancial Services
IndustryAsset Management

EQH earnings

Next report: Feb 3, 2027 (Q4 2026, EPS estimate $1.95). Beat the EPS estimate in 3 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Nov 2, 2026 $2.13 $1.86 +14.5% —
Q2 2026 Aug 4, 2026 $1.70 $1.64 +3.7% $1.66B
Q1 2026 May 4, 2026 $1.62 $1.61 +0.6% $4.23B
Q4 2025 Feb 4, 2026 $1.73 $1.75 -1.1% $3.28B

EQH analyst price target

Median target $65.00 from 11 analysts, ranging $58.00 – $68.00.

Asset Management peers

TickerCompanyMarket capP/E
BLK BlackRock $182.05B 21.2
BX Blackstone $148.61B 20.1
BN Brookfield $92.37B 591.1
KKR KKR $89.11B 17.4
BAM Brookfield Asset Management $84.57B 29.2
APO Apollo Global Management $68.96B 13.6
STT State Street $45.05B 12.6
ARES Ares Management $44.45B 25.6
Explore live EQH data on Nama Insights →

Recent Congressional trades

Equitable trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Lisa McClain House Sell $1,001 - $15,000 Aug 13, 2025

EQH FAQ

Is EQH a buy?
Nama's AI scorecard currently rates Equitable Buy (6.0 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is EQH's P/E ratio?
Equitable trades at a trailing price-to-earnings ratio of 7.3.
When does EQH report earnings?
Equitable's next scheduled report is on Feb 3, 2027. Analysts expect EPS of $1.95.
What is the EQH price target?
The median analyst price target from 11 analysts is $65.00, with a range of $58.00 – $68.00.
Is EQH Shariah compliant?
Nama's AAOIFI-style screen reads Equitable as Not Shariah Compliant. At least one of the three ratios or the industry test failed.
Does EQH pay a dividend?
Yes — Equitable's dividend yield is 2.2%.