Latest revenue
$240.0M
as of 2026-03-31
Latest net income
$621.0M
as of 2026-03-31
Net margin
258.8%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $11.99B
- Enterprise value
- $11.99B
- P/E (trailing)
- —
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 2.5%
- 52-wk high
- $56.61
- 52-wk low
- $35.20
- Beta
- —
- Shares out
- 281.5M
5-year trend
About EQH
Business description and risk factors will appear here once EQH's latest filing is fully ingested.
Profitability
Net margin
-11.8%
212.6%Return on equity
1864.9%
2161.5%Return on assets
-0.4%
198.2%Leverage
Debt / equity
-4298.16×
2415.0%Long-term debt / equity
-51.82×
2243.0%Debt / assets
100.0%
0.6%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $240.0M | -21.1% | $621.0M | +885.7% | 258.8% |
Q4 2025 2025-12-31 | $10.84B | -6.3% | $152.0M | -83.5% | 1.4% |
Q3 2025 2025-09-30 | $258.0M | -17.3% | $-1.31B | -891.7% | -507.4% |
Q2 2025 2025-06-30 | $260.0M | -7.8% | $-286.0M | -166.8% | -110.0% |
Q1 2025 2025-03-31 | $304.0M | +10.5% | $63.0M | -31.5% | 20.7% |
Q4 2024 2024-12-31 | $11.57B | — | $919.0M | — | 7.9% |
Q3 2024 2024-09-30 | $312.0M | +18.6% | $-132.0M | -112.6% | -42.3% |
Q2 2024 2024-06-30 | $282.0M | +1.8% | $428.0M | -43.6% | 151.8% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Insurance Agents, Brokers & Service · SIC 6411
Your notes
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Insider activity
Insider buying
$2.9M
Insider selling
$33.5M
Net activity
−$30.5M
Distinct insiders
9
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns EQH
Institutional value
$4.14B
Total shares held
115.6M
Distinct holders
354
As of
2026-03-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 27.3M | $1.01B | — | New |
| 2 | Capital International Investors | 10.4M | $387.1M | — | New |
| 3 | DIAMOND HILL CAPITAL MANAGEMENT INC | 7.2M | $266.9M | — | New |
| 4 | THORNBURG INVESTMENT MANAGEMENT INC | 5.0M | $185.3M | — | New |
| 5 | BANK OF MONTREAL /CAN/ | 4.9M | $182.0M | — | New |
| 6 | PZENA INVESTMENT MANAGEMENT LLC | 4.5M | $165.7M | — | New |
| 7 | DIMENSIONAL FUND ADVISORS LP | 3.9M | $143.1M | — | New |
| 8 | Invesco Ltd. | 3.5M | $130.8M | — | New |
| 9 | NORDEA INVESTMENT MANAGEMENT AB | 2.7M | $95.2M | — | New |
| 10 | Bank of New York Mellon Corp | 2.4M | $90.6M | — | New |
| 11 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2.1M | $76.5M | — | New |
| 12 | Algebris (UK) Ltd | 2.0M | $75.5M | — | New |
| 13 | PRINCIPAL FINANCIAL GROUP INC | 2.0M | $72.6M | — | New |
| 14 | UBS Group AG | 1.9M | $71.5M | — | New |
| 15 | Nuveen, LLC | 1.9M | $70.8M | — | New |
| 16 | JANE STREET GROUP, LLC | 1.8M | $68.5M | — | New |
| 17 | Legal & General Group Plc | 1.3M | $49.1M | — | New |
| 18 | PFA Pension, Forsikringsaktieselskab | 1.0M | $38.0M | — | New |
| 19 | CI INVESTMENTS INC. | 970.1K | $36.0M | — | New |
| 20 | Robeco Institutional Asset Management B.V. | 902.0K | $33.5M | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once EQH's latest filing finishes processing.