EQH Equitable Holdings · $48.99 Extended — don't chase; wait for a pullback过度拉升 — 勿追高；等待回撤 Terminal终端 ↗

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Equitable Holdings · Financials

EQH

$48.99
Equitable Holdings, Inc. is an American financial services and insurance company that was founded in 1859 by Henry Baldwin Hyde.EquitableHoldings,Inc.是一家美国金融服务和保险公司，由亨利·鲍德温·海德于1859年创立。
Speculative / unprofitable投机／未盈利 Large cap大盘 $14B
Engine stance引擎立场2026-07-20
Extended — don't chase; wait for a pullback过度拉升 — 勿追高；等待回撤
You missed the bottoming entry — the low already formed and price is now extended (momentum is fading — the daily moment已错过筑底入场——低点已经形成，目前价格已拉伸（动量正在衰竭——日线动量已开始掉头向下）。不要追高；等待回调至 10 日均线或下一个周期低点。若已持有则继续持有。
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Key Statistics关键统计

Price价格
$48.99
8.8% below 52-week high低于52周高点 8.8%
Market Cap市值
$14B
Normal volume正常成交量
Beta贝塔
1.22
Moves about 1.2x the market波动幅度约为市场的 1.2 倍
RSI (14)RSI（14）
68
Elevated偏高
Next Earnings下次财报
2026-08-04 (16d)
Volatility Rank波动率分位
62th pctile
hist. vol. percentile历史波动率分位数
Short Interest空头兴趣
2.0% of float

Performance价格表现

Period周期 EQH S&P 500vs Index对比指数
1 Week近1周 +4.2% -1.5% Beat the index by 5.7 points跑赢指数 5.7 个百分点
1 Month近1月 +7.7% +0.6% Beat the index by 7.1 points跑赢指数 7.1 个百分点
3 Months近3月 +18.3% +4.7% Beat the index by 13.6 points跑赢指数 13.6 个百分点
6 Months近6月 +6.3% +7.8% Lagged the index by 1.5 points落后指数 1.5 个百分点
Year to date年初至今 +3.6% +9.1% Lagged the index by 5.5 points落后指数 5.5 个百分点
1 Year近1年 -4.5% +19.4% Lagged the index by 23.9 points落后指数 23.9 个百分点
3 Years近3年 +87.2% +69.4% Beat the index by 17.8 points跑赢指数 17.8 个百分点

Technicals技术面

RSI (14)RSI（14） 68 Elevated偏高
vs 50-day相对50日均线 +12.3% vs 50-day avg
vs 200-day相对200日均线 +11.9% vs 200-day avg
Volatility rank波动率分位 62th percentile 分位
Engine reference levels — not advice引擎参考水平 — 非投资建议
Buy zone买入区间
$46.83
Don't chase above不追高于
$48.99
Stop止损
$43.31
Extended — wait for a pullback过度拉伸 — 等待回撤

Earnings财务业绩

16
days until next report天后公布财报
2026-08-04

Estimates being cut预期下调

Earnings call transcripts — coming soon财报电话会议记录 — 即将上线

Valuation估值

Multiple指标 EQH Sector median行业中位 Cheaper than相对便宜
P/S市销率 1.19x 2.87
78%
Earnings yield盈利收益率 -9.94% 6.58
2%
Shareholder yield股东收益率 12.71% 3.91
92%
Analyst price targets — coming soon分析师目标价 — 即将上线

Financials财务数据

Revenue营业收入
$12.4B
2020
$11.0B
2021
$14.0B
2022
$10.5B
2023
$12.4B
2024
$11.7B
2025
5yr CAGR5年复合增速: -1.2%
Earnings Per Share每股收益
$-1.56
2020
$-1.24
2021
$4.49
2022
$3.48
2023
$3.78
2024
$-4.83
2025
Margins利润率
Net margin净利率
-11.8%
FCF margin自由现金流利润率
6.1%
1864.9%Return on Equity股本回报率
-0.4%Return on Assets资产回报率
Capital Allocation资本配置
Buybacks (TTM)回购（TTM）$1.4B
Stock-based comp股权薪酬$262.0M
Share count change (1y)股数变化（1年）-8.6%
Piotroski皮奥特罗斯基 4/7 Clean稳健

Snapshot Gauges综合指标

Valuation vs Sector估值相对行业
Looks cheap vs sector相对行业偏便宜
Cheaper than 78% of its sector on blended multiples综合估值倍数低于行业内 78% 的公司
Beta市场敏感度
1.22×
0.21×3×
Moves about 1.2× the market波动幅度约为市场的 1.2 倍
Financial Health财务健康
4/7
Weak financial health财务健康状况偏弱
Dividend分红
—
Does not pay a dividend不派发股息

Why Is It Moving为何波动

Macro宏观 Short-duration name into a restrictive, rising-real-rate regime → rate tailwind.短久期标的进入偏紧、实际利率上行的环境→利率顺风。
Positioning持仓 Short interest changed -23.2%空头仓位变动 -23.2%
Technical技术面 EQH RSI reached overboughtEQH RSI进入超买

Ownership & Smart Money持仓与聪明钱

Insider activity内部人员活动: -$14.9M net (0 buyers, 4 sellers)-$14.9M 净值（0 买家，4 卖家）
Concentrated ownership集中持仓
Fund基金 Grade评级 Activity动作 % of portfolio组合占比 As of截至
Basswood Capital Management B Adding加仓 0.4% 2026-03-31

Signal History信号历史

BUY ZONE → NEARING A HIGH买入区 → 接近高点
TAKE PROFITS. A daily bottoming setup did fire (swing low in, momentum turned up), but it's LATE — price is already extended above the cycle low (formed ~16 day(s) ago @ 43.31) and momentum is fading — the daily momentum is already rolling over. A momentum cross is a LAGGING confirmation: after a vertical run it only triggers once the move is mature, so the bottoming entry has already passed. This is a chase, not a fresh buy止盈。日线筑底形态确实已经触发（摆动低点出现、动量转向上行），但为时已晚——价格已显著高于周期低点（约 16 天前形成 @ 43.31）且动量正在衰竭——日线动量已开始掉头向下。动量交叉属于滞后确认：在垂直拉升之后，只有当走势已经成熟时才会触发，因此筑底入场早已错过。这是追高，而非新的买入
TOP WATCH NEARING A HIGH
Jul 15, 2026
EQH RSI reached overboughtEQH RSI进入超买
RSI(14) crossed above 70 — stretched to the upside; context, not a timing trigger alone. $49.46.RSI(14)上穿70 — 上行过度；仅作背景，单独不构成择时。$49.46。
Jul 14, 2026
BUY ZONE → NEARING A HIGH买入区 → 接近高点
TAKE PROFITS止盈
Jul 13, 2026
BOTTOMING → BUY ZONE筑底中 → 买入区
BUY买入
Jul 9, 2026
NEARING A HIGH → BOTTOMING接近高点 → 筑底中
BUY SETUP买入预备
Jul 8, 2026
BOTTOMING → NEARING A HIGH筑底中 → 接近高点
TAKE PROFITS止盈
Jul 7, 2026
NEARING A HIGH → BOTTOMING接近高点 → 筑底中
BUY SETUP买入预备
Jul 6, 2026
EQH daily MACD crossed upEQH 日线MACD上穿
The daily MACD histogram turned positive — fast and noisy, context rather than a standalone trigger. $47.48.日线MACD柱状图转正 — 快速且嘈杂，仅作背景。$47.48。
Jul 6, 2026
EQH RSI reached overboughtEQH RSI进入超买
RSI(14) crossed above 70 — stretched to the upside; context, not a timing trigger alone. $47.48.RSI(14)上穿70 — 上行过度；仅作背景，单独不构成择时。$47.48。

Showing last 15 of显示最近15条，共 266 signals条信号

Factor Profile因子特征

Composite factor score综合因子得分: 0.42
Value价值
-1.4
Quality质量
+0.8
Investment资本投入
+0.1
Shareholder payout股东回报
+2.2
Low volatility低波动
+0.4
Low market beta低市场敏感度
-0.5
Earnings quality盈利质量
-0.7
Short interest空头兴趣
+1.3

Company Profile公司档案

Equitable Holdings, Inc. is an American financial services and insurance company that was founded in 1859 by Henry Baldwin Hyde.EquitableHoldings,Inc.是一家美国金融服务和保险公司，由亨利·鲍德温·海德于1859年创立。
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