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Equitable Holdings, Inc. (EQH) — chart, structure and Closelooknet read

The Closelooknet read

Equitable Holdings, once branded AXA Equitable, runs a diversified financial-services business built around six segments: individual retirement, group retirement, asset management, protection solutions, wealth management, and a legacy annuity book. It sells variable annuities and retirement products to individuals and institutions, manages money for retail and institutional clients, writes life and disability insurance for smaller employers, and offers financial-planning and advisory accounts.

Detail below: the desk's view, the earnings record, peers and the company snapshot; daily prices on the price-history tab. Research diary readings, not advice.

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Signals for this name

Every Closelooknet reading that exists for EQH, from the same nightly bakes the boards use. Research diary readings, not advice.

Weather around the name 3 macro readings: Money Temperature, Factor regime, Sovereign pressure

The weather around this name

Macro readings that apply by membership — the regime, the factor tape, the sector cell, the funding backdrop.

  • Money Temperature Composite 47/100 · S&P 500 fund at 48, above its 200-day averageEight instruments scored on position, momentum, volume, volatility and fragility — the regime every name trades inside. Temperature lab → 2026-11-06
  • Factor regime Defensive rotation — low-vol leading, regime-change watchMomentum against low volatility (SPMO / SPLV): below its 50-day trend, 60th percentile of the window, -22.8% over 20 sessions. Factor regime → 2026-11-06
  • Sovereign pressure Index -2.05 · down 2.95 over 21 sessionsG7 long-end yields, 10s30s and the slope — the funding weather for every balance sheet on this site. Sovereign pressure → 2026-11-05
How it trades on rate days beta 0.60 to TLT · on the worst bond days it moved with the market

How it trades on rate days

How EQH has moved when long-dated Treasury yields rise — measured against TLT, the 20+ year Treasury fund.

  • Beta to long bonds, 1 year 0.60 — moves strongly with bonds for every 1% move in TLT (20+ year Treasuries), Equitable Holdings, Inc. moved 0.60% on average · correlation 0.17 · higher than 52% of US names
  • Beta, last 3 months 0.45 about the same as over the year
  • On the 10 worst bond days −0.78% on average against −0.74% for the S&P 500 the 10 sessions of the past year in which TLT fell most, i.e. long yields rose most
  • Latest of those days +0.65% TLT −1.29% that day 2026-09-24

Daily total returns from the adjusted price series; a TLT down day is a day long yields rose. Beta = the average move of the name for a 1% move in TLT. Past sensitivity, not a forecast. An investment diary, not a recommendation.

Who it is priced against Asset Management · United States · 8 names with week and year-to-date

Peer group

Asset Management · United States

This name carries no Closelooknet score, so its cohort ranks on trend state — distance to the 50- and 200-day averages — never on a score it does not have.

Compared against EQH on the nightly bakes; the Peers tab ranks the cohort on the Closelooknet scores where it exists.

Company snapshot — Equitable Holdings, Inc.

EQH in five paragraphs: what it makes and sells, where it sits in the Closelooknet stack, who it is priced against, why we track it, what we watch. Research diary, not advice.

What it does
Equitable Holdings, once branded AXA Equitable, runs a diversified financial-services business built around six segments: individual retirement, group retirement, asset management, protection solutions, wealth management, and a legacy annuity book. It sells variable annuities and retirement products to individuals and institutions, manages money for retail and institutional clients, writes life and disability insurance for smaller employers, and offers financial-planning and advisory accounts. It is headquartered in New York.
Where it sits in the stack
Equitable Holdings carries no seat in Rubin or Halo, so it sits outside the diary's AI build-out indices. Within our wider coverage it belongs to the financial-services universe, in the asset-management and insurance-linked retirement sleeve, where it is a provider of annuity and advisory products rather than a constraint on any hardware or software layer.
Who it is priced against
Closelooknet's peer group does not assign Equitable Holdings to a named cohort. The comparison the market draws most often is with Prudential Financial, another large United States life insurer and asset manager with a similar mix of annuity and retirement products.
Why Closelooknet tracks it
It holds a seat in the Russell 1000 but no Rubin or Halo index membership. It does not yet carry a Closelooknet score, as the score modules for this name have not been built. It has not appeared in any diary edition quotes so far.
What the diary watches
The diary watches whether the capital-intensive legacy annuity book keeps shrinking against the newer retirement, wealth-management and asset-management segments, which would change how the group's overall earnings mix reads.

Equitable Holdings, Inc. (EQH) trades on US exchanges.

Written from the company’s public profile and Closelooknet’s own readings, 2026-09-17. Descriptive, refreshed with the registry; corrections welcome via the imprint. closelook.net is an investment research diary — market structure, index membership and scores are our own readings, not investment advice. Related: index compare · sector dispersion · scanner.

The Street on this name 1 analyst action on the wire · latest: price target by Evercore ISI, 2026-08-20

The Street on this name

Analyst actions and the latest print for EQH from the Closelooknet wires — third-party opinions on the record, not our readings.

  • Price target Evercore ISI — target 66 from 65 Target raised to $66 from $65 (+32.1% to spot) 2026-08-20

1 action on the analyst wire since 2026-08-13: 1 target change. Analyst wire → · Earnings wire →

Dividends and capital return trailing yield 2.17%, quarterly · last 0.30 USD on 2026-08-03

Dividends and capital return

What EQH pays out and buys back — distributions read from the price series, money terms from the filings.

  • Trailing 12 months 1.14 USD per share · a 2.17% yield on the 2026-11-06 close 4 distributions, paid quarterly 2026-11-06
  • Change on the year +11.8% against the prior twelve months prior twelve months 1.02 USD per share
  • Last distribution 0.30 USD per share as the price series records it, within days of the ex-date 2026-08-03
  • By calendar year 2023: 0.22 USD (partial) · 2024: 0.94 USD · 2025: 1.05 USD · 2026: 0.87 USD to date first distribution recorded in the three-year window: 2023-11-24

Per-share amounts are derived from the adjusted price series in the listing currency, so dates sit within days of the ex-date; filing figures come from the fundamentals feed for the last reported fiscal year. An investment diary, not a recommendation.

FAQ · from the current data · as of 2026-11-07

Quick answers

What is Equitable Holdings, Inc. (EQH)?

Equitable Holdings, Inc. trades as EQH on the US exchange (United States) in the Closelooknet research universe, as of the registry build of 2026-11-07.

Is EQH in a Closelooknet index?

Not currently — Equitable Holdings, Inc. is tracked in the Closelooknet research universe but is not a constituent of a Closelooknet functional index as of 2026-11-07.

Where does EQH trade against its moving averages?

Equitable Holdings, Inc. trades 1.0% below its 50-day and 14.8% above its 200-day moving average (2.3% below its 20-day). As of 2026-11-06 — a technical state from the nightly Closelooknet bake, not advice. The Technical tab carries the full row.

How does Equitable Holdings, Inc. compare with its peers?

Against its peer group (Asset Management · United States), Equitable Holdings, Inc. (EQH) sits 7.3% below its 52-week high, 1.0% below its 50-day average; Ares Management LP (ARES) is 24.2% below, Franklin Resources Inc (BEN) is 7.0% below, T. Rowe Price Group Inc (TROW) is 11.1% below, as of 2026-11-06. Put any of them next to EQH in the chart grid (2×1 or 2×2) and the page lays the companies side by side: performance, trend, valuation, margins and our money-flow reading.

How does Equitable Holdings, Inc. trade when bond yields rise?

Over the past year Equitable Holdings, Inc. had a beta of 0.60 to TLT, the long-dated Treasury fund — it moves strongly with bonds, higher than 52% of US names. On the 10 sessions in which long bonds fell most it moved −0.78% on average, against −0.74% for the S&P 500. As of 2026-11-06; The "How it trades on rate days" block on this page carries the lines.

What does Equitable Holdings, Inc. do?

Equitable Holdings, once branded AXA Equitable, runs a diversified financial-services business built around six segments: individual retirement, group retirement, asset management, protection solutions, wealth management, and a legacy annuity book. It sells variable annuities and retirement products to individuals and institutions, manages money for retail and institutional clients, writes life and disability insurance for smaller employers, and offers financial-planning and advisory accounts. It is headquartered in New York. Closelooknet's peer group does not assign Equitable Holdings to a named cohort. The comparison the market draws most often is with Prudential Financial, another large United States life insurer and asset manager with a similar mix of annuity and retirement products. (Company snapshot of 2026-09-17.)

Where does Equitable Holdings, Inc. sit in the AI build-out?

Equitable Holdings carries no seat in Rubin or Halo, so it sits outside the diary's AI build-out indices. Within our wider coverage it belongs to the financial-services universe, in the asset-management and insurance-linked retirement sleeve, where it is a provider of annuity and advisory products rather than a constraint on any hardware or software layer. It holds a seat in the Russell 1000 but no Rubin or Halo index membership. It does not yet carry a Closelooknet score, as the score modules for this name have not been built. It has not appeared in any diary edition quotes so far. (Company snapshot of 2026-09-17.)

Does Equitable Holdings, Inc. pay a dividend?

Equitable Holdings, Inc. has paid 1.14 USD per share over the last twelve months, paid quarterly, a trailing yield of 2.17% on the 2026-11-06 close; the last distribution recorded in the price series was 0.30 USD on 2026-08-03. As of 2026-11-06; the "Dividends and capital return" block on this page carries the lines.

What has Wall Street done on Equitable Holdings, Inc. recently?

The most recent analyst action on Equitable Holdings, Inc. on the Closelooknet wire is a price target by Evercore ISI on 2026-08-20 (target 66 from 65). 1 action on the analyst wire since 2026-08-13: 1 target change. Analyst actions are third-party opinions recorded by the wire, not Closelooknet readings. The “The Street on this name” block on this page lists the moves; the full feeds are the analyst wire and the earnings wire.

What does this page show?

A live price chart with SMA overlays and drawing tools for EQH, performance metrics, index-membership context and the Closelooknet structure read — an investment research diary view, not investment advice.

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Related in the Closelooknet universe

then Asset Management. Scored names rank on their Closelooknet score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.