Stock Ratings / Financials / EQH / options

ERIE (74) RYAN (67) FNF (58) BRO (72) ⌘ Pro Terminal →

Equitable Holdings Inc. (EQH) Options Positioning, Max Pain & Unusual Sweeps

$53.85 -1.39% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $53.61

Equitable Holdings Inc. (EQH) carries a Roarable Rating of D+ (Sell) with 56/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

📊 Historical Track Record: Scores of 56/100 (D+) historically posted market-perform odds over rolling 90-day windows (-0.4% avg 90D alpha vs SPY) →

ROARABLE D+ • SELL / AVOID Cap $14.91B

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on EQH Below — or Connect Your Own ChatGPT / Claude

🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is EQH stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

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As of 2026-11-02, Equitable Holdings Inc. (NYSE: EQH) is rated D+ (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 56/100 at a spot price of $53.85 (-1.39% 1D, market cap $14.91B). Pillar breakdown: Fundamental Cash Engine 9/20, Institutional 13F & Options Flow 17/20, Executive Insider Alignment 13/20, FRED Macro Regime Fit 8/20, and SEC Balance-Sheet Forensics 9/20. Across 1096 tracked Financials issuers, EQH ranks #529 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief

🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does EQH compare to ERIE and RYAN in the Financials sector?

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Within the Financials sector (Specialty Insurers), EQH carries a Roarable D+ (56/100 RQD), trailing P/E of N/A, gross margin of —, and ROIC of 0.0%. By comparison, ERIE (Erie Indemnity Company) holds a B grade (74/100 RQD, P/E 20.7x, ROIC 24.3%, cap $11.58B) and RYAN (Ryan Specialty Holdings Inc.) posts a C+ grade (67/100 RQD, P/E N/A, ROIC 10.3%, cap $11.07B). Among the 5-stock peer group, FNF leads on earnings multiple (17.9x) while ERIE leads on capital efficiency (24.3% ROIC).

✓ Pre-computed one-to-many AI Quant brief

🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for EQH?

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Per EQH's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001333986), Equitable Holdings Inc. generated $11.66B in revenue (-6.1% YoY), -$1.4K in net income, and $189.1M in free cash flow against $317.99B in total assets and $3.83B in total debt. Key quantitative strengths: Big institutional funds and options desks are actively positioning on the bullish side.. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief

🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $53.61 (-0.44%)🧬 Disciplined Float (+0.80% YoY Shares)⚙️ Cash Engine: 9/20 (D) • 1.6% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record: Scores of 56/100 (D+) historically posted market-perform odds over rolling 90-day windows (-0.4% avg 90D alpha vs SPY • 51.8% hit rate — wait for RQD ≥ 70 breakout).

Audit Bucket Track Record →

RQD QUANT TACHOMETERSELL / AVOID • D+

JEV AI Jury Split (Battleground)

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D+ · Rk D+

Each axis scored 0–20

12M PRICE TARGET CONE-0.9% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for EQH)Realized 20D OHLCV Swing Band: ±5.4%

Deterministic 5-Pillar Attribution (56/100 Composite)

🔍 WHY EQH SCORES 56/100 (D+) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: Whale & Options Positioning+17/20 pts (30% of score)

20D Institutional Volume Accumulation (±5.4% realized swing band)

▲ #2 Bullish Driver: SEC 10-K Forensic Risk+13/20 pts (23% of score)

Altman Z-Score 3.80 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 6/9

▼ #1 Drag / Risk Factor: Macro Regime Fit8/20 pts (-12 pt drag)

Macro rate sensitivity & RSI-14 (56.3) create a -12 pt regime headwind

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade D$53.12+1.7% Next Q

Q2 (-2Q)

Grade C-$54.02+1.1% Next Q

Q3 (-1Q)

Grade C-$54.59-1.4% Next Q

Current

Grade D+$53.85-0.4% Hist 90D α

Trajectory: D (48) → D+ (56)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the EQH Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 56/100 (D+) score, EQH faces multiple-compression risk if current valuation multiples re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Company executives have done more routine share selling than personal cash buying lately.

⚠️ Forensic Kill-Switch #2

Sensitive to high interest rates and tighter Federal Reserve market liquidity.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($52.91) or 200D SMA ($45.93) invalidates the momentum regime and cuts Target Base ($53.37) toward Bear Floor ($41.63).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $EQH• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “EQH Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”

YES 56%NO 44%Trade / Inspect Odds →

CALL VS. PUT WHALE SHARE

— (No Active Options Snapshot)

Put/Call Ratio: — (No Active Options Snapshot)

MAX-PAIN EXPIRATION MAGNET

— (No Active Options Snapshot)

No active options chain max-pain snapshot on file

HISTORICAL 20D VOLATILITY SWING

±5.4%

Derived from 20D OHLCV bars (No Active Options Snapshot)

Active Strike Call vs. Put Concentration Ladder (EQH)

— (No Active Options Snapshot) — No unusual CBOE strike concentration anomalies recorded in the current database snapshot for EQH.

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ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring EQH)

✓Walkthrough of EQH's RQD Radar, SEC cash-conversion gap & downside invalidation levels
✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks

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EQH // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +29.79%▲ ASCENDING CHANNEL

2026-11-02O $54.59H $54.61L $53.85C $53.85VOL 2.36M

RES: $57.19SUP: $50.35SMA50: $52.91SMA200: $45.93

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

EQH Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 EQH Butterfly Map → + Track EQH →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

27.0%/yr Implied 5Y Growth

vs. -6.1% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on EQH today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for EQH. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for EQH today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (EQH)

Financials Rank #529 of 1096 ⚔️ ERIE vs EQH Full Matrix →

1. Head-to-Head Financials Peer Comparison (EQH vs. ERIE, RYAN, FNF, BRO)

Industry: Specialty Insurers (33 Tracked Issuers)

Across 1096 tracked Financials securities in the Roarable RQD universe, Equitable Holdings Inc. (EQH) ranks #529 by composite RQD confidence (56/100, grade D+) and #139 by equity capitalization ($14.91B). Within this direct 5-issuer industry benchmark cohort, FNF leads on earnings valuation at 17.9x trailing P/E, while ERIE leads on capital efficiency and profitability with 24.3% ROIC and — gross margin. ERIE currently holds the highest overall quantitative score in the immediate peer group at 74/100 (B) compared with EQH at 56/100 (D+).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
EQH ACTIVE Equitable Holdings Inc.	D+	56/100	—	—	0.0%	-1.39%	$14.91B	Benchmark Subject
ERIE Erie Indemnity Company	B	74/100	20.7x	—	24.3%	+4.23%	$11.58B	/erie-vs-eqh →
RYAN Ryan Specialty Holdings Inc.	C+	67/100	—	—	10.3%	+1.29%	$11.07B	/ryan-vs-eqh →
FNF Fidelity National Financial Inc.	D+	58/100	17.9x	—	1.2%	+0.57%	$10.80B	/fnf-vs-eqh →
BRO Brown & Brown Inc.	B	72/100	21.3x	—	4.7%	+2.83%	$22.50B	/bro-vs-eqh →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001333986

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Equitable Holdings Inc. (EQH) reported GAAP revenue of $11.66B (-6.1% vs. FY2024 revenue of $12.43B , and +11.5% cumulative change since FY2023) , GAAP net income of -$1.4K, operating cash flow of $714.0M, and free cash flow of $189.1M (-86.9% YoY). On the balance sheet, EQH closed FY2025 with $317.99B in total assets against $3.83B in total debt (Altman Z-Score: N/A, Piotroski F-Score: 6/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-12-31	$11.66B	-$1.4K	$714.0M	$189.1M	$317.99B	$3.83B
FY2024 (FY)	2024-12-31	$12.43B	$1.3K	$2.01B	$1.45B	$295.73B	$3.83B
FY2023 (FY)	2023-12-31	$10.46B	$1.3K	-$208.0M	-$678.7M	$12.55B	$2.94B

3. EQH Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is EQH stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

How does EQH compare to ERIE and RYAN in the Financials sector?

What are the biggest fundamental strengths and SEC risk factors for EQH?

Where is EQH trading relative to its 50-day, 200-day, and 52-week technical levels?

EQH last traded at $53.85 (-1.39% on volume of 3,456,471 shares), positioning the stock +1.78% above its 50-day simple moving average ($52.91) and +17.24% above its 200-day simple moving average ($45.93). Across its 52-week range of $35.19 to $55.67, EQH sits at the 91.1% percentile with a 14-day RSI of 56.3 (BULLISH MOMENTUM) and an implied next-earnings move of ±5.4% ($50.94 to $56.76).

EQH Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

What is EQH's options positioning and volatility profile?

Roarable tracks verified CBOE unusual options sweeps, put/call ratios, and OHLCV realized volatility bands for EQH.

Direct Sub-Reports: EQH RQD Cockpit EQH 12M Forecast EQH Earnings & Move EQH Dividends & DRIP EQH Insiders & 13F EQH Whale Options EQH Profit Sankey EQH News & Why

ROARABLE RATING BRIEF • RQD 56/100 (D+) ✓ STAGE-C NUMBER FIREWALL VERIFIED

EQH — Equitable Holdings Inc.: What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5

As of: 2026-11-02T15:14:43Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, EQH scores 56 out of 100, grading D+ under the verdict "Roarable Sell — Weak Fundamentals / Trim." The five pillars are:

Fundamental Cash Engine: 9 / 20 (ROIC 0%; FCF yield 1.27%). This is the weakest pillar relative to its weight, indicating that the reported cash generation and returns on capital do not currently provide strong support for the equity value.
Whale 13F Flow: 17 / 20 (institutional accumulation and options positioning). This is the strongest pillar, suggesting institutional positioning is comparatively supportive.
Insider Conviction: 9 / 20 (SEC Form 4 and Congressional PTR cluster flow). This points to limited insider-conviction signals.
Macro Regime Fit: 8 / 20 (beta 1.02; sector sensitivity). The stock's beta is close to market-level, and the rating assigns limited regime-fit support.
Forensic Balance Sheet: 13 / 20 (Altman Z 2.5; Piotroski F 6/9; Debt/Equity 0.5). This is a moderate pillar, with balance-sheet metrics more supportive than the cash-generation metrics.

For a prospective investor evaluating the stock today, the rating's key tension is between institutional positioning and weak cash-return fundamentals. Upside drivers implied by the data are the institutional accumulation signal and the moderate balance-sheet scores. Valuation tradeoffs are visible in the forward P/E of 35 set against a 0% ROIC and a 1.27% FCF yield, meaning the market price relies heavily on future earnings expectations that the source data does not quantify. The rating is analytical and does not constitute personalized financial advice.

Business

Equitable Holdings Inc. (EQH) is a NYSE-listed issuer. Per the profile, it operates in the Financials sector and the Specialty Insurers industry, with a market capitalization of $14.9B. The source data does not describe its specific product lines, customer base, or revenue-generation mechanics beyond sector and industry classification.

Financial Trend

Period	Revenue	Operating Income	Net Income	EPS	FCF	Cash	Debt
FY 2025	$11665.0M	$-0.0M	$-0.0M	N/A	$189.1M	$12462.0M	$3835.0M
FY 2024	$12425.0M	$0.0M	$0.0M	N/A	$1446.9M	$6964.0M	$3833.0M
FY 2023	$10460.0M	$0.0M	$0.0M	N/A	$-678.7M	N/A	$2937.2M

Per the SEC financials, reported gross, operating, net, and net margins are each 0%, and ROIC is 0%, with EPS (TTM) at 0. The rating's forensic pillar cites an Altman Z-Score of 2.5, a Piotroski F-Score of 6/9, and a Debt/Equity ratio of 0.5. Cash and debt both rose across FY 2024 to FY 2025 in the reported figures, while free cash flow moved from $1446.9M to $189.1M over the same span.

Recent Catalysts & News Wire Analysis

Per the recent news and catalysts feed, six items relate to EQH, all flagged YELLOW under the MARKET WIRE impact label:

A Yahoo Finance report titled "Equitable Holdings (EQH) Stock Looks Cheap Relative To Its Sales."
A ChartMill report on a breakout setup backed by technical momentum.
A Yahoo Finance report on EQH as a top dividend stock.
A Globe and Mail report comparing analyst insights on EQH and PennyMac Financial (PFSI).
A Simply Wall St report on investor reaction to an asset management head stepping down.
A MarketBeat report on Transmarket Holdings LP increasing its stake.

Risk watch items visible in the feed include the leadership change in asset management, as reported by Simply Wall St. The per-the-butterfly-graph signal set is empty, and the supply-chain classification is listed as NONE.

Open Questions

What are the company's reported P/E (TTM) and EV/EBITDA, which the source data marks as unavailable, and how do they compare with the forward P/E of 35?
What does the 0% reported net margin and 0 EPS (TTM) reflect in terms of underlying earnings, given that FY 2024 and FY 2025 operating and net income both show $0.0M or $-0.0M?
What drove the change in free cash flow from $1446.9M in FY 2024 to $189.1M in FY 2025, and how does that relate to the rating's 1.27% FCF yield?
Which institutional holders and insider transactions underlie the 17/20 whale-flow and 9/20 insider-conviction pillar scores?
What is the company's product mix and revenue composition, which the source data does not describe?

EQH Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Equitable Holdings Inc. (EQH) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to EQH Debate Forum (3) ↓

🟡 MARKET WIRE Yahoo Finance • 7h ago

Equitable Holdings (EQH) Stock Looks Cheap Relative To Its Sales

Yahoo Finance report covering Equitable Holdings Inc. (EQH) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE ChartMill • 10h ago

Equitable Holdings (NYSE:EQH) Breakout Setup Backed by Strong Technical Momentum

ChartMill report covering Equitable Holdings Inc. (EQH) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 13h ago

Why Equitable Holdings, Inc. (EQH) is a Top Dividend Stock for Your Portfolio

Yahoo Finance report covering Equitable Holdings Inc. (EQH) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE The Globe and Mail • 16h ago

Analysts Offer Insights on Financial Companies: Equitable Holdings (EQH) and PennyMac Financial (PFSI)

The Globe and Mail report covering Equitable Holdings Inc. (EQH) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Simply Wall St • 19h ago

How Investors Are Reacting To Equitable Holdings Stock as Asset Management Head Steps Down

Simply Wall St report covering Equitable Holdings Inc. (EQH) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE MarketBeat • 22h ago

Equitable Holdings, Inc. $EQH Stock: Transmarket Holdings LP Increases Stake

MarketBeat report covering Equitable Holdings Inc. (EQH) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 1d ago

Why Equitable Holdings, Inc. (EQH) is a Great Dividend Stock Right Now

Yahoo Finance report covering Equitable Holdings Inc. (EQH) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔴 RISK WATCH MarketBeat • 1d ago

Equitable (NYSE:EQH) Stock Price Target Cut by Mizuho

MarketBeat report covering Equitable Holdings Inc. (EQH) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

EQH Bull vs. Bear Conversation Board — What's Your Call at $53.85?

🐂 50% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON EQH 🐻 50% BEARISH CONVICTION

RO RoarDesk_Moderator Roarable Research Desk ⚖️ DEBATE HOST 🎯 Target: $58.98 (+8.0%)

📌 Pinned Debate

🔥 Official Bull vs. Bear Debate: Is EQH (D+ • RQD 56/100) a Buy at $54.61?

Welcome to the EQH (Equitable Holdings Inc.) Roar Pit. Current RQD Composite is 56/100 (Roarable Sell — Weak Fundamentals / Trim) in Specialty Insurers. Bulls point to operating leverage and sector positioning, while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.

SK SkepticalCFA Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $42.05 (-23.0%)

Spot @ $54.61

Pump the brakes on EQH — check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on EQH, but look at what you are paying: current EV/EBITDA multiples with tightening sector spreads. Unless Equitable Holdings Inc. expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

CA CashFlowKing Verified K Arena Trader 🐂 BULLISH 🎯 Target: $66.08 (+21.0%)

Spot @ $54.61

EQH cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on EQH, the market is fixating on short-term headline noise in Specialty Insurers and ignoring the balance sheet and cash flow trajectory. At $54.61 (52-wk range $35.19 - $55.67), any beat on forward guidance forces shorts and underweight funds to chase.