# Equitable Holdings, Inc.: overview

EQH · NYSE · CIK 1333986 · [Financials](/sectors/financials.md) · fiscal year ends Dec 31

Pages: [Overview](/companies/eqh.md) · [Financials](/companies/eqh/financials.md) · [Filings](/companies/eqh/filings.md) · [Insiders](/companies/eqh/insiders.md)

Latest reported revenue: [$1.66bn](/filings/0001333986-26-000040.md) for Q2 FY2026, three months to 2026-06-30, from the 10-Q filed Aug 6, 2026 (XBRL us-gaap:Revenues, accession 0001333986-26-000040).

## Last eight quarters

| Line item | Unit | Q3 FY2024 (2024-09-30) | Q4 FY2024 (2024-12-31) | Q1 FY2025 (2025-03-31) | Q2 FY2025 (2025-06-30) | Q3 FY2025 (2025-09-30) | Q4 FY2025 (2025-12-31) | Q1 FY2026 (2026-03-31) | Q2 FY2026 (2026-06-30) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [3,073](/filings/0001333986-25-000068.md) | [3,615 d](/filings/0001333986-26-000012.md) | [4,576](/filings/0001333986-26-000025.md) | [2,362](/filings/0001333986-26-000040.md) | [1,450](/filings/0001333986-25-000068.md) | [3,277 d](/filings/0001333986-26-000012.md) | [4,230](/filings/0001333986-26-000025.md) | [1,658](/filings/0001333986-26-000040.md) |
| Gross margin | % | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported |
| Operating margin | % | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported |
| Net margin | % | [(4.3%)](/filings/0001333986-25-000068.md) | [24.7% d](/filings/0001333986-26-000012.md) | [1.4%](/filings/0001333986-26-000025.md) | [(14.8%)](/filings/0001333986-26-000040.md) | [(90.3%)](/filings/0001333986-25-000068.md) | [6.6% d](/filings/0001333986-26-000012.md) | [14.7%](/filings/0001333986-26-000025.md) | [(27.3%)](/filings/0001333986-26-000040.md) |
| Diluted EPS | $ per share | [(0.46)](/filings/0001333986-25-000068.md) | not reported | [0.16](/filings/0001333986-26-000025.md) | [(1.21)](/filings/0001333986-26-000040.md) | [(4.47)](/filings/0001333986-25-000068.md) | not reported | [2.14](/filings/0001333986-26-000025.md) | [(1.68)](/filings/0001333986-26-000040.md) |
| Free cash flow | $m | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported |

- Revenue. XBRL Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure.
- Gross margin (gross profit / revenue). XBRL Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure.
- Operating margin (operating income / revenue). XBRL Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities. Derived values: 9-month figure less the 6-month figure; 12-month figure less the 9-month figure; 6-month figure less the 3-month figure.

## Last five fiscal years

| Line item | Unit | FY2021 (2021-12-31) | FY2022 (2022-12-31) | FY2023 (2023-12-31) | FY2024 (2024-12-31) | FY2025 (2025-12-31) |
| --- | --- | ---: | ---: | ---: | ---: | ---: |
| Revenue | $bn | [7.6](/filings/0001333986-24-000009.md) | [12.6](/filings/0001333986-25-000020.md) | [10.5](/filings/0001333986-26-000012.md) | [12.4](/filings/0001333986-26-000012.md) | [11.7](/filings/0001333986-26-000012.md) |
| Gross margin | % | not reported | not reported | not reported | not reported | not reported |
| Operating margin | % | not reported | not reported | not reported | not reported | not reported |
| Net margin | % | [23.0%](/filings/0001333986-24-000009.md) | [16.9%](/filings/0001333986-25-000020.md) | [12.3%](/filings/0001333986-26-000012.md) | [10.3%](/filings/0001333986-26-000012.md) | [(11.8%)](/filings/0001333986-26-000012.md) |
| Diluted EPS | $ per share | [3.98](/filings/0001333986-24-000009.md) | [5.42](/filings/0001333986-25-000020.md) | [3.42](/filings/0001333986-26-000012.md) | [3.69](/filings/0001333986-26-000012.md) | [(4.83)](/filings/0001333986-26-000012.md) |
| Free cash flow | $bn | not reported | not reported | not reported | not reported | not reported |

- Revenue. XBRL Revenue: us-gaap:Revenues.
- Gross margin (gross profit / revenue). XBRL Revenue: us-gaap:Revenues.
- Operating margin (operating income / revenue). XBRL Revenue: us-gaap:Revenues.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:Revenues.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/eqh/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $1.14bn | 25,895,739 |  | Reduced −1,426,021 |
| [NORGES BANK](/funds/1374170.md) | 2026-06-30 | $804.2m | 18,326,687 |  | New +18,326,687 |
| [VANGUARD PORTFOLIO MANAGEMENT LLC](/funds/2100121.md) | 2026-06-30 | $589.9m | 13,443,991 |  | Reduced −1,181,538 |
| [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $557.4m | 12,703,293 |  | Added +70,371 |
| [HARRIS ASSOCIATES L P](/funds/813917.md) | 2026-06-30 | $416.4m | 9,489,037 |  | Added +9,460,792 |
| [STATE STREET CORP](/funds/93751.md) | 2026-06-30 | $412.0m | 9,388,296 |  | Reduced −2,592,879 |
| [CANADA PENSION PLAN INVESTMENT BOARD](/funds/1283718.md) | 2026-06-30 | $399.6m | 9,106,103 |  | Reduced −9,112,531 |
| [WELLINGTON MANAGEMENT GROUP LLP](/funds/902219.md) | 2026-06-30 | $385.5m | 8,784,986 |  | Added +523,638 |
| [Capital International Investors](/funds/1562230.md) | 2026-06-30 | $369.3m | 8,415,039 |  | Reduced −2,014,884 |
| [PZENA INVESTMENT MANAGEMENT LLC](/funds/1027796.md) | 2026-06-30 | $244.1m | 5,561,804 |  | Added +1,097,457 |

## Recent filings

[All 1,083 filings](/companies/eqh/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-09-25 | 12:15 ET | [8-K](/filings/0001333986-26-000048.md) | 5.02 Departure or appointment of officers or directors; 5.07 Shareholder vote results; 9.01 Financial statements and exhibits | 0001333986-26-000048 |
| 2026-08-10 | 10:40 ET | [DEF 14A](/filings/0001193125-26-341149.md) | Proxy statement, period 2026-09-23 | 0001193125-26-341149 |
| 2026-08-06 | 18:06 ET | [10-Q](/filings/0001333986-26-000040.md) | Quarterly report, period 2026-06-30 | 0001333986-26-000040 |
| 2026-08-04 | 20:14 ET | [8-K](/filings/0001333986-26-000035.md) | 2.02 Results of operations; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001333986-26-000035 |
| 2026-07-30 | 20:30 ET | [8-K](/filings/0000950142-26-002207.md) | 5.07 Shareholder vote results; 8.01 Other events; 9.01 Financial statements and exhibits | 0000950142-26-002207 |
| 2026-07-28 | 20:29 ET | [8-K](/filings/0000950142-26-002185.md) | 8.01 Other events | 0000950142-26-002185 |
| 2026-07-21 | 21:01 ET | [8-K](/filings/0000950142-26-002136.md) | 8.01 Other events | 0000950142-26-002136 |
| 2026-05-07 | 20:23 ET | [10-Q](/filings/0001333986-26-000025.md) | Quarterly report, period 2026-03-31 | 0001333986-26-000025 |
| 2026-05-04 | 20:15 ET | [8-K](/filings/0001333986-26-000020.md) | 2.02 Results of operations; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001333986-26-000020 |
| 2026-04-21 | 20:15 ET | [10-K/A](/filings/0001333986-26-000017.md) | Annual report, amended, period 2025-12-31 | 0001333986-26-000017 |

## Latest annual report

[Form 10-K for the fiscal year ended Dec 31, 2025](/filings/0001333986-26-000012.md), filed Feb 25, 2026.

## Forecast league

Q3 FY2026, the quarter ended 2026-09-30, is open for forecasts until the first results filing for it is accepted by EDGAR. Results are due by \[object Promise\]. [Forecast this quarter](/leagues/2026q3/targets/74c1b72b-a3b2-40a8-a7be-a73086c0f0ea)

## About the filer

- CIK: 1333986
- Tickers: EQH, EQH-PA, EQH-PC
- Exchange: NYSE
- SIC code: 6411 Insurance Agents, Brokers & Service
- State of incorporation: DE
- Filer category: Large accelerated filer

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 24, 2026, 15:37 ET. No prices; not investment advice.