Equitable Holdings operates as a global financial services firm providing retirement products, insurance, investment management, and wealth advisory services. The company is organized into six divisions: Individual Retirement offers variable annuities to high-net-worth clients; Group Retirement serves educational institutions, municipalities, and nonprofits with retirement plans; Asset Management provides investment services across institutional and retail channels; Protection Solutions delivers life and employee benefits insurance to small and mid-sized businesses; Wealth Management offers advisory and financial planning services; and Legacy manages fixed-rate guaranteed minimum benefits products. The firm was founded in 1859 and is headquartered in New York.
1Y: 55.47 (+16.7%) · range 34.86–55.47
entry readiness 10 · NOT READY · exit proximity 0
Value area 43.79–55.01 · 6% of 120d volume overhead · clean runway
| Source | Score | Last seen |
|---|---|---|
| earnings-surprise | 0.896 | Nov 3, 2026 |
Not yet labeled — the study prices these as positions mature.