EQH · NYSE · STOCK
Equitable Holdings (EQH) Stock Analysis
$52.96
52W $35.20 – $55.15
70/100
$14.61B
-16.4
1.09
⚠
Buy rating, but near-term risk/reward is unfavorable
The long-term recommendation is based on the composite investment score. The near-term risk/reward is based on nearby support and resistance levels. These can differ when a strong company trades close to resistance with support further below.
Is EQH Bullish or Bearish?
Bullish.
Innellis AI committee rates Equitable Holdings (EQH) Buy with a composite score of 70/100
, based on 4 analysts with 100% agreement.
Last updated September 05, 2026.
What Would Change This View
- Upgrade to Strong Buy
- Requires a committee score of 75.0 — +5.49 from today. Applies on the first day at or above the line; upgrades are never dampened.
- Downgrade to Watch
- Requires the score to fall below 55.0 — -14.51 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.
Executive Summary
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
Bull & Bear Case
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
- Trend and market structure agree -- coherent bullish picture — Technical
- Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
- News sentiment is positive (+0.29 across 7 articles, 14d) — News
Bear Case
- RSI at 75 is in overbought territory — Technical
Both cases are generated from quantitative data signals, not qualitative or
forward-looking judgement. They summarise what the numbers say today.
Price History (6M)
AI Investment Committee
Committee Consensus
As of September 05, 2026
Overall Committee Score
70/100
Agreement
100%
Analysts
4
Conviction
Unanimous
Sector Rank
Top 6%
of 211 Financial Services peers
Growth Analyst
bullish
85
/ 100 · Low confidence
Strong, accelerating growth with consistent execution
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
Technical Analyst
bullish
61
/ 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
− RSI at 75 is in overbought territory
Macro Analyst
bullish
65
/ 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst
bullish
67
/ 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.29 across 7 articles, 14d)
Portfolio Manager
neutral
45
/ 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 3059.07)
Investment Thesis Evolution
Committee score strengthened significantly from 50.8 to 69.5.
- Recommendation changed from Watch to Buy.
- Conviction changed from contested to unanimous.
- Committee agreement increased sharply from 50% to 100%.
- Bullish support removed: 1 signal(s) disappeared.
- Bearish pressure eased: 5 signal(s) disappeared.
- Analyst(s) changed stance: Growth Analyst.
- Analyst(s) abstained: Risk Analyst, Value Analyst.
Analyst-level changes:
- Growth Analyst: stance neutral->bullish; score 50->85 (+35).
- Risk Analyst abstained (was bearish at 30).
- Value Analyst abstained (was bearish at 32).
Comparing 2026-09-04 to 2026-09-05 (1 day apart).
Technical Analysis
RSI (14)
74.7
Overbought
MACD Histogram
0.098
Bullish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Hh Hl
Support
$47.21
Resistance
$55.12
Bollinger %B
0.96
Inside Bands
Price vs Moving Averages
EMA 9
$50.86
Above
EMA 21
$50.32
Above
EMA 50
$48.74
Above
EMA 200
$46.11
Above
Fundamental Analysis
Valuation
100
Growth
60
Profitability
50
Financial Health
100
Cash Flow
70
Valuation
P/E Ratio
-16.4×
P/B Ratio
-18.98×
PEG Ratio
0.10
Dividend Yield
2.13%
52W High
$55.15
52W Low
$35.20
Quality & Growth
ROE
—
ROA
-43.4%
Gross Margin
7267.1%
Operating Margin
-574.7%
Revenue Growth YoY
—
Debt / Equity
-4.89
AI Fundamental Assessment
P/E ratio of -16.4 (inexpensive relative to a 15-40x range); Price-to-book of -19.0x; PEG ratio of 0.1 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 1864.9%; Return on assets of -0.4%; Net margin of -8.7%; Gross margin of 72.7%; Current ratio of 10.10 (healthy short-term liquidity); Debt-to-equity of -4.89; Free cash flow per share is positive (5.01); Most recent quarter beat estimates by 1.4%; EPS growth accelerating (-6.4% -> +4.9% QoQ); Average YoY EPS growth of 54.5%; Analyst estimates falling over recent quarters
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