EQH's Quality Score fell 1 point on Tue, Nov 10, to 17.
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1% under its Nov 4, 2026 high.
“Operating earnings of $432 million increased versus the prior year quarter, primarily due to higher fee-based revenue, growth in net interest margin”
| The company | 8.4% fewer shares than a year ago |
| Its score | Up:Back in the top 100 for the first time since Jul 2025 |
| Latest filing | 10-Q, Nov 5 |
Equitable Holdings filed an 8-K reporting a change of CEO
EQH closed −2.8% the next session (Sep 28).
After its last 4 reports it closed +2.8% on average, higher 3 of 4 times.
Excellentfor quality, not price, 8 of 14 chart checks firingWhat the Quality Score means
Well above its recent run. EQH scores 17 today, against a median of 11 over its last 20 recorded sessions.
EQH is #1 of 17 by Quality Score.
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Net income over four quarters: EQH $1.50B, WTW $1.56B, RYAN $105M, BWIN -$121M.
Expected to report Wed Feb 3, after the close (in 85 days).
What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.
Revenue of $3.9B, 168% more than a year ago; a profit of $4.05 a share.
“Operating earnings of $432 million increased versus the prior year quarter, primarily due to higher fee-based revenue, growth in net interest margin, and the actuarial assumption update benefit.”
EQH's results filing gives no sales by line in a table we read.
| Measure | Figure |
|---|---|
| Non-GAAP operating earnings per share growth | greater than 15% |
Sales fell 2.7% a year over 3 years, fiscal 2022 to 2025.
Pays $1.20 a share a year.
| Reported | Gap | Reaction | 5 days |
|---|---|---|---|
| Nov 2, 2026 | +0.8% | +1.8% | +2.1% |
| Aug 4, 2026 | -0.1% | +6.3% | +6.4% |
| May 4, 2026 | +3.6% | +6.2% | -1.2% |
Sales grew in one of the last three years, to $12B in 2025. It lost money in 2025 after a profit in 2024.
RSI 57.0, MACD above signal, above both averages. Not scored.
6 insiders sold $2.4M across 11 filings in the last 6 months. No open-market buys on record. The newest:
One trade disclosed in the last six months. The newest:
Officers and directors with a Form 4 in the last 12 months.
In ETFs: EQH is under 0.1% of DGRO, under 0.1% of VYM, and under 0.1% of VTI, the most of the 24 funds Breakaway covers, by each fund's latest filing, Jun 30 to Jul 31, 2026.
Equitable Holdings Inc is a financial services company providing retirement, asset management, and wealth management solutions for individual and institutional clients, operating through three segments. The Retirement segment generates the majority of revenue and offers annuities, retirement savings plans, institutional savings products, and includes the spread lending business. The Asset Management segment provides diversified investment management and related services globally through Institutional, Retail, and Private Wealth channels and reflects the business of AB. The Wealth Management segment offers advisory accounts, financial planning and advice, life insurance, and annuity products. Revenues are earned predominantly from fee income, income from investments, and insurance premiums.
EQH scores 17 today, which Breakaway calls Excellent. It is #1 of 17 in Insurance Agents, Brokers & Service by Quality Score, with 8 of 14 chart checks firing. 1% under its Nov 4, 2026 high. Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.
EQH scores 17 today, which Breakaway calls Excellent (15 to 19). That is #1 of 17 in Insurance Agents, Brokers & Service by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind EQH's 17.
6 insiders sold $2.4M across 11 filings in the last 6 months. No open-market buys on record. The newest is Bertram L. Scott, Director, who sold $151K on Sep 21. Every filing, with the scored weight, for Pro members.
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Insider and Congress trades, the chart, and the financials, in one score.
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