EQH — Equitable Holdings, Inc.

Summary

Table of Contents

Company

Data:

{
  "symbol": "EQH",
  "price": 53.61,
  "marketCap": 14633285993,
  "beta": 1.095,
  "lastDividend": 1.14,
  "range": "35.195-55.15",
  "change": 0.27,
  "changePercentage": 0.50619,
  "volume": 491026,
  "averageVolume": 3563838,
  "companyName": "Equitable Holdings, Inc.",
  "currency": "USD",
  "cik": "0001333986",
  "isin": "US29452E1010",
  "cusip": "29452E101",
  "exchangeFullName": "New York Stock Exchange",
  "exchange": "NYSE",
  "industry": "Asset Management",
  "website": "http://www.equitableholdings.com",
  "description": "Equitable Holdings, Inc. operates as a global, diversified financial services enterprise, delivering its offerings through four primary divisions. The Individual Retirement segment focuses on providing variable annuity products predominantly to high-net-worth individuals. Its Group Retirement segment supplies tax-advantaged investment and retirement plans to a variety of organizations, including educational institutions, municipalities, non-profit entities, and small to mid-sized businesses. Through its Investment Management and Research division, the company offers a broad spectrum of investment management, research, and related services to institutional, retail, and private wealth clients, additionally distributing its specialized research offerings. The Protection Solutions segment delivers a range of life insurance products\u2014such as variable universal, indexed universal, and term life\u2014to affluent individuals and owners of small and medium-sized businesses. This segment also extends group insurance coverage, encompassing life, short- and long-term disability, dental, and vision benefits, to small and medium-sized enterprises. Founded in 1859 and based in New York, New York, the company adopted its current name, Equitable Holdings, Inc., in January 2020, having previously been known as AXA Equitable Holdings, Inc.",
  "ceo": "Mark Pearson",
  "sector": "Financial Services",
  "country": "US",
  "fullTimeEmployees": "8000",
  "phone": "212 554 1234",
  "address": "1290 Avenue Of The Americas",
  "city": "New York City",
  "state": "NY",
  "zip": "10105",
  "image": "https://images.financialmodelingprep.com/symbol/EQH.png",
  "ipoDate": "2018-05-10",
  "defaultImage": false,
  "isEtf": false,
  "isActivelyTrading": true,
  "isAdr": false,
  "isFund": false
}

Price / Quote

Data:

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  "symbol": "EQH",
  "name": "Equitable Holdings, Inc.",
  "price": 53.645,
  "changePercentage": 0.5718,
  "change": 0.305,
  "volume": 1728320,
  "dayLow": 53.16,
  "dayHigh": 54.125,
  "yearHigh": 55.15,
  "yearLow": 35.195,
  "marketCap": 14642839528,
  "priceAvg50": 49.6792,
  "priceAvg200": 44.81905,
  "exchange": "NYSE",
  "open": 53.6,
  "previousClose": 53.34,
  "timestamp": 1789409265,
  "quote_spread": {},
  "chart_vwap_daily": [
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}

Volume

Data:

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  "short_ratio": [
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      "file_date": "2026-09-11",
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      "short_volume_ratio": 0.2866,
      "signal": "Bullish"
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  "volume_profile": {
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    "sessions": 20
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}

Fundamentals

Data:

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  "symbol": "EQH",
  "marketCap": 14642839528,
  "enterpriseValueTTM": 1300204318,
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  "currentRatioTTM": 10.101648351648352,
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        "commonStockIssuance": 0,
        "commonStockRepurchased": -2822000000,
        "netPreferredStockIssuance": 0,
        "netDividendsPaid": -375000000,
        "commonDividendsPaid": -314000000,
        "preferredDividendsPaid": -61000000,
        "otherFinancingActivities": 18413000000,
        "netCashProvidedByFinancingActivities": 15502000000,
        "effectOfForexChangesOnCash": 36000000,
        "netChangeInCash": 5497000000,
        "cashAtEndOfPeriod": 12961000000,
        "cashAtBeginningOfPeriod": 7464000000,
        "operatingCashFlow": 713000000,
        "capitalExpenditure": -34000000,
        "freeCashFlow": 679000000,
        "incomeTaxesPaid": 0,
        "interestPaid": 0
      }
    ]
  }
}

Technical

Data:

{
  "price": 53.645,
  "rsi": 63.90960262567268,
  "sma20": 50.94824999999996,
  "sma50": 49.839900000000036,
  "sma200": 44.85962500000008,
  "adx": 20.510499610559076,
  "atr": 1.17,
  "atr_pct": 2.18,
  "atr_expansion_pct": -4.1,
  "di_plus": 40.0,
  "di_minus": 13.7,
  "high_52w": 54.41,
  "low_52w": 35.34,
  "structure": {
    "ema8": 52.51859122488773,
    "ema21": 51.41873738440917,
    "ema50": 49.60769460778969,
    "ema200": 46.50180014060418,
    "ema10": 52.28581124281811,
    "ema20": 51.484923182307895,
    "ema10_slope_pct": 2.15,
    "ema20_slope_pct": 1.73,
    "trend_dir": "up",
    "checks": {
      "price_above_all": true,
      "ema_stacked": true,
      "ema21_rising": true,
      "ema50_rising": true,
      "adx_over_30": false,
      "higher_highs_lows": true,
      "lower_highs_lows": false,
      "near_21ema": true
    },
    "dist_21ema_pct": 4.3,
    "_no_bars": false,
    "macd": {
      "macd": 0.988,
      "signal": 0.772,
      "histogram": 0.215
    },
    "bollinger": {
      "mid": 50.95,
      "upper": 54.2,
      "lower": 47.7,
      "width_pct": 12.75
    },
    "crossover": {
      "fresh_cross": true,
      "pre_compressed": true,
      "held_above_21": true,
      "candles_since": 7,
      "intraday_support": false
    },
    "momentum": {
      "roc10": 6.9,
      "ret_3d": 2.99,
      "ret_5d": 1.29,
      "roc10_accel": -1.44,
      "checks": {
        "roc_over_5": true,
        "rsi_in_band": true,
        "macd_expanding": true,
        "top_quartile_3d": false,
        "no_big_down": true,
        "near_high": true
      },
      "volume": {
        "rvol": 0.75,
        "checks": {
          "rvol_over_2": false,
          "up_vol_beats_down": true,
          "obv_new_high": true,
          "surge_day": false,
          "pullback_declining_vol": false,
          "last_up_beats_down": false
        }
      }
    },
    "relative_strength": {
      "sector": "Financial Services",
      "sector_etf": "XLF",
      "sector_etf_ret10d": -1.09,
      "checks": {
        "beats_spy_all": true,
        "beats_sector_10d": true,
        "rs_line_at_high": true,
        "sector_top3": false
      }
    },
    "commodity": {},
    "universe": {
      "checks": {
        "price_over_20": true,
        "mcap_2b_to_200b": true,
        "dollar_vol_over_10m": true,
        "common_stock": true,
        "no_earnings_7d": true
      },
      "avg_dollar_vol": 191057355.18
    },
    "options": {
      "checks": {
        "call_vol_2x": false,
        "ivr_under_40": true,
        "iv_contracting": false,
        "oi_calls_above_price": false
      },
      "vals": {
        "call_vol_mult": 1.4,
        "iv_rank": 23.0
      }
    }
  }
}

Levels & Bars

Data:

{
  "prior_day": {
    "high": 54.14,
    "low": 53.17,
    "close": 53.64,
    "date": "2026-09-14"
  },
  "woodie_pivots": {
    "PP": 53.65,
    "R1": 54.12,
    "S1": 53.16,
    "R2": 54.62,
    "S2": 52.68
  },
  "swing": {
    "high_20d": 54.14,
    "low_20d": 48.58,
    "high_60d": 54.14,
    "low_60d": 43.24
  },
  "orb": {
    "high": 53.82,
    "low": 53.26,
    "date": "2026-09-14"
  },
  "vwap": 53.67,
  "volume_profile": {
    "poc": 51.94,
    "vah": 54.08,
    "val": 49.99,
    "sessions": 20
  },
  "intraday": {
    "h1_trend": "up",
    "h1_last": 53.61,
    "h1_ema9": 53.58,
    "h1_ema21": 53.19,
    "m15_trend": "flat",
    "m15_last": 53.61,
    "m15_ema9": 53.62,
    "m15_ema21": 53.6,
    "rvol_intraday": 1.49,
    "as_of_et": "2026-09-14 14:05"
  },
  "premarket": {
    "date": "2026-09-10",
    "high": 52.28,
    "low": 52.1,
    "last": 52.19,
    "volume": 1397,
    "gap_pct": 0.19,
    "path": "08:40 52.10 -> 09:10 52.19",
    "bars": 2,
    "last_bar_et": "09:10"
  },
  "recent_daily": [
    {
      "d": "2026-08-10",
      "o": 51.5,
      "h": 53.32,
      "l": 51.27,
      "c": 52.67,
      "v": 3087838.250249
    },
    {
      "d": "2026-08-11",
      "o": 51.2,
      "h": 51.52,
      "l": 50.08,
      "c": 51.35,
      "v": 4708805.283193
    },
    {
      "d": "2026-08-12",
      "o": 51.69,
      "h": 52.11,
      "l": 51.01,
      "c": 51.87,
      "v": 3124626.896597
    },
    {
      "d": "2026-08-13",
      "o": 52.13,
      "h": 52.93,
      "l": 51.67,
      "c": 52.8,
      "v": 2038834.995597
    },
    {
      "d": "2026-08-14",
      "o": 53,
      "h": 53.21,
      "l": 52.57,
      "c": 53.09,
      "v": 1196778.504967
    },
    {
      "d": "2026-08-17",
      "o": 52.75,
      "h": 53.11,
      "l": 51.01,
      "c": 51.13,
      "v": 1471385.705268
    },
    {
      "d": "2026-08-18",
      "o": 51.16,
      "h": 51.59,
      "l": 50.82,
      "c": 50.84,
      "v": 1617706.54533
    },
    {
      "d": "2026-08-19",
      "o": 51.27,
      "h": 51.56,
      "l": 49.94,
      "c": 49.96,
      "v": 1742896.603328
    },
    {
      "d": "2026-08-20",
      "o": 50.21,
      "h": 50.21,
      "l": 48.73,
      "c": 48.75,
      "v": 2257015.661192
    },
    {
      "d": "2026-08-21",
      "o": 49.2,
      "h": 49.68,
      "l": 48.715,
      "c": 48.9,
      "v": 1860767.19354
    },
    {
      "d": "2026-08-24",
      "o": 49.2,
      "h": 49.44,
      "l": 48.66,
      "c": 49.03,
      "v": 2315360.115238
    },
    {
      "d": "2026-08-25",
      "o": 49.18,
      "h": 49.24,
      "l": 48.576,
      "c": 48.91,
      "v": 1309587.919376
    },
    {
      "d": "2026-08-26",
      "o": 49,
      "h": 50.195,
      "l": 48.72,
      "c": 49.87,
      "v": 3612146.900153
    },
    {
      "d": "2026-08-27",
      "o": 49.65,
      "h": 50.15,
      "l": 49.35,
      "c": 50.15,
      "v": 2034582.428377
    },
    {
      "d": "2026-08-28",
      "o": 50.38,
      "h": 50.84,
      "l": 50.05,
      "c": 50.2,
      "v": 1243101.002785
    },
    {
      "d": "2026-08-31",
      "o": 50.12,
      "h": 50.43,
      "l": 49.76,
      "c": 50.13,
      "v": 2060571.667274
    },
    {
      "d": "2026-09-01",
      "o": 49.9,
      "h": 50.4,
      "l": 49.06,
      "c": 49.36,
      "v": 1929931.394496
    },
    {
      "d": "2026-09-02",
      "o": 49.64,
      "h": 51.81,
      "l": 49.64,
      "c": 51.52,
      "v": 3145900.069257
    },
    {
      "d": "2026-09-03",
      "o": 52,
      "h": 53.56,
      "l": 51.775,
      "c": 53.54,
      "v": 2632909.860191
    },
    {
      "d": "2026-09-04",
      "o": 52.75,
      "h": 53.49,
      "l": 52.62,
      "c": 52.96,
      "v": 1984023.823762
    },
    {
      "d": "2026-09-08",
      "o": 52.23,
      "h": 52.96,
      "l": 51.87,
      "c": 52.04,
      "v": 3014898.582056
    },
    {
      "d": "2026-09-09",
      "o": 51.79,
      "h": 52.41,
      "l": 51.45,
      "c": 52.09,
      "v": 5215254.971693
    },
    {
      "d": "2026-09-10",
      "o": 52.51,
      "h": 52.8,
      "l": 51.95,
      "c": 52.6,
      "v": 2467554.872529
    },
    {
      "d": "2026-09-11",
      "o": 53.62,
      "h": 53.87,
      "l": 52.56,
      "c": 53.34,
      "v": 2397326.852669
    },
    {
      "d": "2026-09-14",
      "o": 53.59,
      "h": 54.14,
      "l": 53.17,
      "c": 53.64,
      "v": 1723281.633487
    }
  ]
}

Sector Leadership

Data:

{
  "sector": "Financial Services",
  "etf": "XLF",
  "etf_trend": "mixed",
  "etf_r5d": -2.24,
  "etf_rvol": 1.19,
  "rs_5d": 1.86,
  "leading": false
}

Analyst Ratings

Data:

{
  "estimates": [
    {
      "symbol": "EQH",
      "date": "2029-12-31",
      "revenueLow": 16440530976,
      "revenueHigh": 19034338775,
      "revenueAvg": 17872000000,
      "ebitdaLow": 4414410622,
      "ebitdaHigh": 5245144157,
      "ebitdaAvg": 4872875388,
      "ebitLow": 3944598345,
      "ebitHigh": 4775331880,
      "ebitAvg": 4403063111,
      "netIncomeLow": 3164668363,
      "netIncomeHigh": 3831148421,
      "netIncomeAvg": 3532485011,
      "sgaExpenseLow": 2965272804,
      "sgaExpenseHigh": 3433101230,
      "sgaExpenseAvg": 3223457662,
      "epsAvg": 11.85,
      "epsHigh": 12.85189,
      "epsLow": 10.61613,
      "numAnalystsRevenue": 3,
      "numAnalystsEps": 3
    },
    {
      "symbol": "EQH",
      "date": "2028-12-31",
      "revenueLow": 16219847912,
      "revenueHigh": 19533454535,
      "revenueAvg": 18107543506,
      "ebitdaLow": 3191173852,
      "ebitdaHigh": 5256362793,
      "ebitdaAvg": 3566361059,
      "ebitLow": 2653322988,
      "ebitHigh": 4718511929,
      "ebitAvg": 3028510195,
      "netIncomeLow": 2128705278,
      "netIncomeHigh": 3785562969,
      "netIncomeAvg": 2429710090,
      "sgaExpenseLow": 2925469619,
      "sgaExpenseHigh": 3523123528,
      "sgaExpenseAvg": 3265941129,
      "epsAvg": 10.58391,
      "epsHigh": 12.69897,
      "epsLow": 7.14091,
      "numAnalystsRevenue": 7,
      "numAnalystsEps": 6
    },
    {
      "symbol": "EQH",
      "date": "2027-12-31",
      "revenueLow": 15899598140,
      "revenueHigh": 18074819235,
      "revenueAvg": 16875033609,
      "ebitdaLow": 3894273650,
      "ebitdaHigh": 4138734687,
      "ebitdaAvg": 4016504168,
      "ebitLow": 3272025810,
      "ebitHigh": 3516486847,
      "ebitAvg": 3394256328,
      "netIncomeLow": 2625077551,
      "netIncomeHigh": 2821203504,
      "netIncomeAvg": 2723140527.5,
      "sgaExpenseLow": 2867708228,
      "sgaExpenseHigh": 3260038863,
      "sgaExpenseAvg": 3043641248,
      "epsAvg": 9.00847,
      "epsHigh": 9.46395,
      "epsLow": 8.80603,
      "numAnalystsRevenue": 6,
      "numAnalystsEps": 9
    },
    {
      "symbol": "EQH",
      "date": "2026-12-31",
      "revenueLow": 14536567009,
      "revenueHigh": 15907574332,
      "revenueAvg": 15168591662,
      "ebitdaLow": 3353025439,
      "ebitdaHigh": 3464595714,
      "ebitdaAvg": 3408810576,
      "ebitLow": 2621873599,
      "ebitHigh": 2733443874,
      "ebitAvg": 2677658736,
      "netIncomeLow": 2103474094,
      "netIncomeHigh": 2192984581,
      "netIncomeAvg": 2148229337.5,
      "sgaExpenseLow": 2621867072,
      "sgaExpenseHigh": 2869146843,
      "sgaExpenseAvg": 2735861292,
      "epsAvg": 7.18639,
      "epsHigh": 7.35654,
      "epsLow": 7.05627,
      "numAnalystsRevenue": 5,
      "numAnalystsEps": 8
    }
  ],
  "price_target": {
    "symbol": "EQH",
    "targetHigh": 68,
    "targetLow": 52,
    "targetConsensus": 62.43,
    "targetMedian": 64
  },
  "ratings": {
    "symbol": "EQH",
    "rating": "C+",
    "overallScore": 2,
    "discountedCashFlowScore": 4,
    "returnOnEquityScore": 5,
    "returnOnAssetsScore": 1,
    "debtToEquityScore": 1,
    "priceToEarningsScore": 1,
    "priceToBookScore": 1
  },
  "grades": [
    {
      "symbol": "EQH",
      "date": "2026-08-20",
      "gradingCompany": "Evercore ISI Group",
      "previousGrade": "Outperform",
      "newGrade": "Outperform",
      "action": "maintain"
    },
    {
      "symbol": "EQH",
      "date": "2026-08-19",
      "gradingCompany": "Wells Fargo",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "EQH",
      "date": "2026-08-11",
      "gradingCompany": "Keefe, Bruyette & Woods",
      "previousGrade": "Outperform",
      "newGrade": "Outperform",
      "action": "maintain"
    },
    {
      "symbol": "EQH",
      "date": "2026-08-05",
      "gradingCompany": "Barclays",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "EQH",
      "date": "2026-07-13",
      "gradingCompany": "Evercore ISI Group",
      "previousGrade": "Outperform",
      "newGrade": "Outperform",
      "action": "maintain"
    },
    {
      "symbol": "EQH",
      "date": "2026-07-13",
      "gradingCompany": "Keefe, Bruyette & Woods",
      "previousGrade": "Outperform",
      "newGrade": "Outperform",
      "action": "maintain"
    },
    {
      "symbol": "EQH",
      "date": "2026-07-10",
      "gradingCompany": "Jefferies",
      "previousGrade": "Buy",
      "newGrade": "Buy",
      "action": "maintain"
    },
    {
      "symbol": "EQH",
      "date": "2026-07-09",
      "gradingCompany": "Wells Fargo",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "EQH",
      "date": "2026-07-09",
      "gradingCompany": "Mizuho",
      "previousGrade": "Outperform",
      "newGrade": "Outperform",
      "action": "maintain"
    },
    {
      "symbol": "EQH",
      "date": "2026-07-08",
      "gradingCompany": "UBS",
      "previousGrade": "Buy",
      "newGrade": "Buy",
      "action": "maintain"
    },
    {
      "symbol": "EQH",
      "date": "2026-07-07",
      "gradingCompany": "Barclays",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "EQH",
      "date": "2026-06-11",
      "gradingCompany": "UBS",
      "previousGrade": "Buy",
      "newGrade": "Buy",
      "action": "maintain"
    },
    {
      "symbol": "EQH",
      "date": "2026-05-12",
      "gradingCompany": "Wells Fargo",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "EQH",
      "date": "2026-05-07",
      "gradingCompany": "Mizuho",
      "previousGrade": "Outperform",
      "newGrade": "Outperform",
      "action": "maintain"
    },
    {
      "symbol": "EQH",
      "date": "2026-05-06",
      "gradingCompany": "Keefe, Bruyette & Woods",
      "previousGrade": "Outperform",
      "newGrade": "Outperform",
      "action": "maintain"
    },
    {
      "symbol": "EQH",
      "date": "2026-05-05",
      "gradingCompany": "Barclays",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "EQH",
      "date": "2026-04-29",
      "gradingCompany": "JP Morgan",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "EQH",
      "date": "2026-04-16",
      "gradingCompany": "Raymond James",
      "previousGrade": "Market Perform",
      "newGrade": "Strong Buy",
      "action": "upgrade"
    },
    {
      "symbol": "EQH",
      "date": "2026-04-13",
      "gradingCompany": "Mizuho",
      "previousGrade": "Outperform",
      "newGrade": "Outperform",
      "action": "maintain"
    },
    {
      "symbol": "EQH",
      "date": "2026-04-10",
      "gradingCompany": "Wells Fargo",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "EQH",
      "date": "2026-04-10",
      "gradingCompany": "Keefe, Bruyette & Woods",
      "previousGrade": "Outperform",
      "newGrade": "Outperform",
      "action": "maintain"
    },
    {
      "symbol": "EQH",
      "date": "2026-04-09",
      "gradingCompany": "UBS",
      "previousGrade": "Buy",
      "newGrade": "Buy",
      "action": "maintain"
    },
    {
      "symbol": "EQH",
      "date": "2026-04-09",
      "gradingCompany": "Evercore ISI Group",
      "previousGrade": "Outperform",
      "newGrade": "Outperform",
      "action": "maintain"
    },
    {
      "symbol": "EQH",
      "date": "2026-04-08",
      "gradingCompany": "Barclays",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "EQH",
      "date": "2026-03-03",
      "gradingCompany": "Morgan Stanley",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "EQH",
      "date": "2026-02-25",
      "gradingCompany": "Wells Fargo",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "EQH",
      "date": "2026-02-05",
      "gradingCompany": "JP Morgan",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "EQH",
      "date": "2026-02-05",
      "gradingCompany": "UBS",
      "previousGrade": "Buy",
      "newGrade": "Buy",
      "action": "maintain"
    },
    {
      "symbol": "EQH",
      "date": "2026-02-04",
      "gradingCompany": "Barclays",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "EQH",
      "date": "2026-01-13",
      "gradingCompany": "Wells Fargo",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "EQH",
      "date": "2026-01-08",
      "gradingCompany": "UBS",
      "previousGrade": "Buy",
      "newGrade": "Buy",
      "action": "maintain"
    },
    {
      "symbol": "EQH",
      "date": "2026-01-05",
      "gradingCompany": "JP Morgan",
      "previousGrade": "Neutral",
      "newGrade": "Overweight",
      "action": "upgrade"
    },
    {
      "symbol": "EQH",
      "date": "2025-11-07",
      "gradingCompany": "Wells Fargo",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "EQH",
      "date": "2025-10-09",
      "gradingCompany": "Keefe, Bruyette & Woods",
      "previousGrade": "Outperform",
      "newGrade": "Outperform",
      "action": "maintain"
    },
    {
      "symbol": "EQH",
      "date": "2025-10-09",
      "gradingCompany": "Evercore ISI Group",
      "previousGrade": "Outperform",
      "newGrade": "Outperform",
      "action": "maintain"
    },
    {
      "symbol": "EQH",
      "date": "2025-10-08",
      "gradingCompany": "Wells Fargo",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    }
  ]
}

News

Data:

[
  {
    "title": "Corebridge, Equitable at KBW Insurance Conference: merger aims to scale growth By Investing.com",
    "url": "https://www.investing.com/news/transcripts/corebridge-equitable-at-kbw-insurance-conference-merger-aims-to-scale-growth-93CH-4894262",
    "source": "Investing.com",
    "date": "2026-09-09T17:24:55Z",
    "summary": "Wednesday, 09 September 2026 -- Corebridge Financial and Equitable Holdings used the KBW Insurance Conference 2026 to make their case that a planned merger could reshape the retirement and insurance market. Corebridge Financial (EQH) said the deal is intended to combine two compl",
    "image": "https://content-media.investing.com/news/moved_LYNXMPEM4510G_1200_L.jpg"
  },
  {
    "title": "Equitable Holdings, Inc. (EQH) Presents at KBW Insurance Conference 2026 Transcript",
    "url": "https://seekingalpha.com/article/4944513-equitable-holdings-inc-eqh-presents-at-kbw-insurance-conference-2026-transcript",
    "source": "Seeking Alpha",
    "date": "2026-09-09 18:17:08",
    "summary": "Equitable Holdings, Inc. (EQH) Presents at KBW Insurance Conference 2026 Transcript",
    "image": "https://images.financialmodelingprep.com/news/equitable-holdings-inc-eqh-presents-at-kbw-insurance-conference-20260909.jpg"
  },
  {
    "title": "EQH Stock Rallies 24% in 3 Months: Buy, Hold or Book Profits?",
    "url": "https://www.zacks.com/stock/news/2987255/eqh-stock-rallies-24-in-3-months-buy-hold-or-book-profits?cid=CS-STOCKNEWSAPI-FT-analyst_blog|rank_focused-2987255",
    "source": "Zacks Investment Research",
    "date": "2026-09-09 13:50:57",
    "summary": "Equitable Holdings' 24% three-month rally reflects strong flows, asset growth and capital returns, though valuation and merger risks remain.",
    "image": "https://images.financialmodelingprep.com/news/eqh-stock-rallies-24-in-3-months-buy-hold-20260909.jpg"
  },
  {
    "title": "Equitable expands SCS Premier with industry's first bitcoin-linked RILA investment option",
    "url": "https://www.businesswire.com/news/home/20260902362174/en/Equitable-expands-SCS-Premier-with-industry%E2%80%99s-first-bitcoin-linked-RILA-investment-option/",
    "source": "Business Wire",
    "date": "2026-09-02 09:00:00",
    "summary": "NEW YORK--(BUSINESS WIRE)--Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced enhancements to its variable annuity portfolio, Structured Capital Strategies\u00ae(SCS), which includes the first bitcoin-l",
    "image": "https://images.financialmodelingprep.com/news/equitable-expands-scs-premier-with-industrys-first-bitcoinlinked-rila-20260902.jpg"
  },
  {
    "title": "Hennessy Equity and Income Fund Sold Equitable Holdings (EQH) Position Amid Inconsistent Earnings",
    "url": "https://finance.yahoo.com/markets/stocks/articles/hennessy-equity-income-fund-sold-120655266.html",
    "source": "Yahoo! Finance",
    "date": "2026-09-01T12:06:55Z",
    "summary": "Hennessy Fund's Q2 2026 investor letter for the Hennessy Equity and Income Fund. The letter can be downloaded here. The letter discusses portfolio changes, emphasizing opportunities in equity and fixed income markets that can withstand economic uncertainty. The portfolio held bus",
    "image": "https://s.yimg.com/lo/mysterio/api/ec4bd1d116e96f213818bc5b9079d0dfe326ad58d1d594e0ca44f4e1f8ed77f6/lightyear_networkapi/resizefill_w1200%3Bquality_80%3Bformat_webp/https%3A%2F%2Fmedia.zenfs.com%2Fen%2Finsidermonkey.com%2F627ef46364fb3a3c5f0ed8e0db4f48b8.jpg"
  },
  {
    "title": "Corebridge Financial and Equitable Holdings to Participate in the 2026 KBW Insurance Conference",
    "url": "https://www.businesswire.com/news/home/20260901670450/en/Corebridge-Financial-and-Equitable-Holdings-to-Participate-in-the-2026-KBW-Insurance-Conference/",
    "source": "Business Wire",
    "date": "2026-09-01 16:15:00",
    "summary": "HOUSTON & NEW YORK--(BUSINESS WIRE)--Corebridge Financial and Equitable Holdings to Participate in the 2026 KBW Insurance Conference.",
    "image": "https://images.financialmodelingprep.com/news/corebridge-financial-and-equitable-holdings-to-participate-in-the-20260901.jpg"
  },
  {
    "title": "Algebris UK Ltd. Takes $85.65 Million Position in Equitable Holdings, Inc. $EQH",
    "url": "https://www.defenseworld.net/2026/08/20/algebris-uk-ltd-takes-85-65-million-position-in-equitable-holdings-inc-eqh.html",
    "source": "Defense World",
    "date": "2026-08-20 03:39:13",
    "summary": "Algebris UK Ltd. bought a new stake in shares of Equitable Holdings, Inc. (NYSE: EQH) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 1,957,978 shares of the company's sto",
    "image": "https://images.financialmodelingprep.com/news/algebris-uk-ltd-takes-8565-million-position-in-equitable-20260820.png"
  },
  {
    "title": "Fidelity's FNCL or State Street's KBE: Which Financial ETF Is the Better Long-Term Buy?",
    "url": "https://finance.yahoo.com/markets/stocks/articles/fidelitys-fncl-state-streets-kbe-171811131.html",
    "source": "Yahoo! Finance",
    "date": "2026-08-18T17:18:11Z",
    "summary": "Fidelity MSCI Financials Index ETF (NYSEMKT:FNCL) provides broad financial sector exposure and a lower cost, while State Street SPDR S&P Bank ETF (NYSEMKT:KBE) offers concentrated banking access with a higher yield.\n\nInvestors looking for financial sector exposure may choose betw",
    "image": "https://s.yimg.com/lo/mysterio/api/2CF89A5E1DC6AA30188A3FE20E6C7E820890FF13B0820C9344A8A0F8D0C90088/subgraphmysterio/resizefill_w1200_h1071;quality_80;format_webp/https:%2F%2Fmedia.zenfs.com%2Fen%2Fmotleyfool.com%2F1cc89126b931ec8a7ec53da16b4b0719.png"
  },
  {
    "title": "A Look at Equitable Holdings Inc (EQH) After 3.7% Decline -- GF Value $50.77 vs Price $51.13",
    "url": "https://www.gurufocus.com/news/9039532/a-look-at-equitable-holdings-inc-eqh-after-37-decline-gf-value-5077-vs-price-5113",
    "source": "GuruFocus",
    "date": "2026-08-17 18:41:00",
    "summary": "On August 17, 2026, Equitable Holdings Inc (EQH) shares fell 3.7% to $51.13, reflecting a challenging market environment. The stock's performance has experience",
    "image": "https://images.financialmodelingprep.com/news/a-look-at-equitable-holdings-inc-eqh-after-37-20260817.png"
  },
  {
    "title": "Equitable holdings chief accounting officer sells $50,072 in stock By Investing.com",
    "url": "https://www.investing.com/news/insider-trading-news/equitable-holdings-chief-accounting-officer-sells-50072-in-stock-93CH-4861934",
    "source": "Investing.com",
    "date": "2026-08-16T07:31:01Z",
    "summary": "William James Eckert IV, Chief Accounting Officer at Equitable Holdings, Inc. (NYSE:EQH), recently sold shares of the company's common stock. The transaction, which occurred on August 10, 2026, involved the sale of 947 shares for a total value of $50,072.\n\nThe shares were sold at",
    "image": "https://content-media.investing.com/news/moved_LYNXMPEM3T1K3_1200_L.jpg"
  },
  {
    "title": "Equitable Holdings director Charles Stonehill sells $386k in shares By Investing.com",
    "url": "https://www.investing.com/news/insider-trading-news/equitable-holdings-director-charles-stonehill-sells-386k-in-shares-93CH-4861931",
    "source": "Investing.com",
    "date": "2026-08-16T07:16:02Z",
    "summary": "Charles G.T. Stonehill, a director at Equitable Holdings, Inc. (NYSE:EQH), sold 7,500 shares of common stock on August 6, 2026. The transaction had a total value of $386,554.\n\nThe shares were sold at prices ranging from $51.50 to $51.62 per share, with a weighted average sales pr",
    "image": "https://content-media.investing.com/news/moved_LYNXMPEM4519D_1200_L.jpg"
  },
  {
    "title": "Equitable Holdings (EQH) Q2 2026 Earnings Call Transcript",
    "url": "https://finance.yahoo.com/markets/stocks/articles/equitable-holdings-eqh-q2-2026-232859514.html",
    "source": "Yahoo! Finance",
    "date": "2026-08-11T23:28:59Z",
    "summary": "Image source: The Motley Fool.\n\nDATE\n\nWednesday, Aug. 5, 2026 at 8:00 a.m. ET\n\nCALL PARTICIPANTS\n\n* Chief Strategy Officer and Head of Investor Relations - Erik Bass\n\n* President and Chief Executive Officer - Mark Pearson\n\n* Chief Financial Officer - Robin Raju\n\n* President, Equi",
    "image": "https://s.yimg.com/lo/mysterio/api/E291E5744742B27639572F2CD0432FD00A265DC302A2C312504B80A58B971163/subgraphmysterio/resizefill_w1200_h1281;quality_80;format_webp/https:%2F%2Fmedia.zenfs.com%2Fen%2Fmotleyfool.com%2Fe48e86dda35543079ee2080fd9208b73.png"
  },
  {
    "title": "Equitable Holdings: Buybacks And Credit Resilience Make Shares Attractive",
    "url": "https://seekingalpha.com/article/4934483-equitable-holdings-buybacks-and-credit-resilience-make-shares-attractive",
    "source": "Seeking Alpha",
    "date": "2026-08-11 01:20:05",
    "summary": "Equitable Holdings remains a \"Strong Buy,\" supported by robust financials, a favorable rate environment, and the upcoming Corebridge merger. EQH is on track for $1.8 billion cash generation and at least $4.30/share capital returns in 2026, with buybacks reducing share count by 8%",
    "image": "https://images.financialmodelingprep.com/news/equitable-holdings-buybacks-and-credit-resilience-make-shares-attractive-20260811.jpg"
  },
  {
    "title": "Equitable Q2 Earnings Call Highlights",
    "url": "https://www.marketbeat.com/instant-alerts/equitable-q2-earnings-call-highlights-2026-08-08/",
    "source": "MarketBeat",
    "date": "2026-08-08 03:04:35",
    "summary": "Equitable NYSE: EQH said second-quarter operating earnings rose as the company advanced its pending merger with Corebridge and reported positive net flows across all of its business segments. Shareholders of both companies approved the transaction on July 30, and Equitable said i",
    "image": "https://images.financialmodelingprep.com/news/equitable-q2-earnings-call-highlights-20260808.jpg"
  },
  {
    "title": "Equitable Holdings, Inc. (EQH) Q2 2026 Earnings Call Transcript",
    "url": "https://seekingalpha.com/article/4930714-equitable-holdings-inc-eqh-q2-2026-earnings-call-transcript",
    "source": "Seeking Alpha",
    "date": "2026-08-05 16:00:16",
    "summary": "Equitable Holdings, Inc. (EQH) Q2 2026 Earnings Call Transcript",
    "image": "https://images.financialmodelingprep.com/news/equitable-holdings-inc-eqh-q2-2026-earnings-call-transcript-20260805.jpg"
  },
  {
    "title": "Equitable Holdings, Inc. (EQH) Beats Q2 Earnings Estimates",
    "url": "https://www.zacks.com/stock/news/2968176/equitable-holdings-inc-eqh-beats-q2-earnings-estimates?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|yseop_template_4-2968176",
    "source": "Zacks Investment Research",
    "date": "2026-08-04 22:41:03",
    "summary": "Equitable Holdings, Inc. (EQH) came out with quarterly earnings of $1.7 per share, beating the Zacks Consensus Estimate of $1.66 per share. This compares to earnings of $1.1 per share a year ago.",
    "image": "https://images.financialmodelingprep.com/news/equitable-holdings-inc-eqh-beats-q2-earnings-estimates-20260804.jpg"
  },
  {
    "title": "Compared to Estimates, Equitable Holdings (EQH) Q2 Earnings: A Look at Key Metrics",
    "url": "https://www.zacks.com/stock/news/2968171/compared-to-estimates-equitable-holdings-eqh-q2-earnings-a-look-at-key-metrics?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|nfm-2968171",
    "source": "Zacks Investment Research",
    "date": "2026-08-04 22:01:06",
    "summary": "The headline numbers for Equitable Holdings (EQH) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.",
    "image": "https://images.financialmodelingprep.com/news/compared-to-estimates-equitable-holdings-eqh-q2-earnings-a-20260804.jpg"
  },
  {
    "title": "Equitable Holdings Reports Second Quarter 2026 Results",
    "url": "https://www.businesswire.com/news/home/20260804013141/en/Equitable-Holdings-Reports-Second-Quarter-2026-Results/",
    "source": "Business Wire",
    "date": "2026-08-04 16:15:00",
    "summary": "NEW YORK--(BUSINESS WIRE)--Equitable Holdings Reports Second Quarter 2026 Results.",
    "image": "https://images.financialmodelingprep.com/news/equitable-holdings-reports-second-quarter-2026-results-20260804.jpg"
  },
  {
    "title": "The Hartford To Acquire Equitable's Employee Benefits Business",
    "url": "https://www.businesswire.com/news/home/20260804930783/en/The-Hartford-To-Acquire-Equitable%E2%80%99s-Employee-Benefits-Business/",
    "source": "Business Wire",
    "date": "2026-08-04 07:00:00",
    "summary": "HARTFORD, Conn.--(BUSINESS WIRE)--The Hartford has entered into a definitive agreement to acquire Equitable's1 Employee Benefits business, which focuses on providing small and midsize employers with flexible, non-medical benefits. The acquisition, which accelerates The Hartford's",
    "image": "https://images.financialmodelingprep.com/news/the-hartford-to-acquire-equitables-employee-benefits-business-20260804.jpg"
  },
  {
    "title": "Corebridge Financial and Equitable Holdings Stockholders Approve Merger",
    "url": "https://www.gurufocus.com/news/8991615/corebridge-financial-and-equitable-holdings-stockholders-approve-merger",
    "source": "GuruFocus",
    "date": "2026-07-30 13:00:00",
    "summary": "Corebridge Financial, Inc. (NYSE: CRBG) (\u00e2\u0080\u009cCorebridge\u00e2\u0080\u009d) and Equitable Holdings, Inc. (NYSE: EQH) (\u00e2\u0080\u009cEquitable\u00e2\u0080\u009d) today announced that the stockholders of b",
    "image": "https://images.financialmodelingprep.com/news/corebridge-financial-and-equitable-holdings-stockholders-approve-merger-20260730.png"
  },
  {
    "title": "Halper Sadeh LLC is Investigating Whether SILA, ESPR, CRBG, EQH are Obtaining Fair Deals for their Shareholders",
    "url": "https://www.globenewswire.com/news-release/2026/05/07/3289546/0/en/Halper-Sadeh-LLC-is-Investigating-Whether-SILA-ESPR-CRBG-EQH-are-Obtaining-Fair-Deals-for-their-Shareholders.html",
    "source": "GlobeNewswire Inc.",
    "date": "2026-05-07T01:41:00Z",
    "summary": "Halper Sadeh LLC, an investor rights law firm, is investigating four companies for potential violations of federal securities laws and breaches of fiduciary duties. The investigations concern Sila Realty Trust's sale to Blue Owl affiliates, Esperion Therapeutics' sale to ARCHIMED",
    "image": "https://ml.globenewswire.com/Resource/Download/54cbaf70-16fe-4ac1-8956-c2d21ff8ae45"
  },
  {
    "title": "Are KZR, EQH, ULYX Obtaining Fair Deals for their Shareholders?",
    "url": "https://www.benzinga.com/pressreleases/26/04/n51818837/are-kzr-eqh-ulyx-obtaining-fair-deals-for-their-shareholders?utm_source=benzinga_taxonomy&utm_medium=rss_feed_free&utm_content=taxonomy_rss&utm_campaign=channel",
    "source": "Benzinga",
    "date": "2026-04-14T20:13:00Z",
    "summary": "Halper Sadeh LLC, an investor rights law firm, is investigating three companies for potential securities law violations and breaches of fiduciary duties. Kezar Life Sciences is being acquired by Aurinia Pharmaceuticals for $6.955 per share plus a contingent value right. Equitable",
    "image": "https://cdn.benzinga.com/files/imagecache/bz2_opengraph_meta_image_400x300/sites/all/themes/bz2/images/bz-icon.png"
  },
  {
    "title": "Deal Dispatch: Est\u00e9e Lauder Considers Merger, KKR Buys Nothing Bundt Cakes, Amazon Acquires Fauna Robotics",
    "url": "https://www.benzinga.com/m-a/26/03/51522241/deal-dispatch-estee-lauder-considers-merger-kkr-buys-nothing-bundt-cakes-amazon-acquires-fauna-robotics?utm_source=benzinga_taxonomy&utm_medium=rss_feed_free&utm_content=taxonomy_rss&utm_campaign=channel",
    "source": "Benzinga",
    "date": "2026-03-27T19:29:13Z",
    "summary": "Major M&A activity continues with Est\u00e9e Lauder in merger discussions with Puig ($40B), KKR acquiring Nothing Bundt Cakes ($2B+), and Amazon acquiring robotics firm Fauna. Other significant deals include Corebridge-Equitable Holdings merger ($22B), Merck's acquisition of Terns Pha",
    "image": "https://cdn.benzinga.com/files/images/story/2026/03/27/benzinga-deal-dispatch2.jpeg?width=1200&height=800&fit=crop"
  },
  {
    "title": "3 Major Buybacks Just Dropped\u2014Here\u2019s the Signal Investors See",
    "url": "https://www.investing.com/analysis/3-major-buybacks-just-droppedheres-the-signal-investors-see-200675576",
    "source": "Investing.com",
    "date": "2026-02-24T15:13:00Z",
    "summary": "Walmart, Lyft, and Equitable have announced major share repurchase programs totaling billions of dollars, signaling confidence in their business outlooks. Walmart authorized a $30 billion buyback (its largest), Lyft announced a $1 billion program (17.8% of market cap), and Equita",
    "image": "https://i-invdn-com.investing.com/redesign/images/seo/investingcom_analysis_og.jpg"
  }
]

Calendar / Earnings

Data:

[
  {
    "symbol": "EQH",
    "date": "2026-11-03",
    "epsActual": null,
    "epsEstimated": 1.89,
    "revenueActual": null,
    "revenueEstimated": 3728181000,
    "lastUpdated": "2026-09-14"
  },
  {
    "symbol": "EQH",
    "date": "2026-08-04",
    "epsActual": 1.7,
    "epsEstimated": 1.65,
    "revenueActual": 1658000000,
    "revenueEstimated": 3844323000,
    "lastUpdated": "2026-09-14"
  },
  {
    "symbol": "EQH",
    "date": "2026-05-04",
    "epsActual": 1.62,
    "epsEstimated": 1.6,
    "revenueActual": 4230000000,
    "revenueEstimated": 3941754000,
    "lastUpdated": "2026-08-04"
  },
  {
    "symbol": "EQH",
    "date": "2026-02-04",
    "epsActual": 1.76,
    "epsEstimated": 1.75,
    "revenueActual": 3277000000,
    "revenueEstimated": 3950034000,
    "lastUpdated": "2026-05-04"
  },
  {
    "symbol": "EQH",
    "date": "2025-11-04",
    "epsActual": 1.48,
    "epsEstimated": 1.61,
    "revenueActual": 1450000000,
    "revenueEstimated": 3495009959,
    "lastUpdated": "2026-02-04"
  }
]

Short & Liquidity

Data:

{
  "borrow": [],
  "short_interest": [
    {
      "symbol": "EQH",
      "file_date": "",
      "error": "Symbol not found in FINRA biweekly file",
      "days_to_cover": null
    }
  ],
  "ftd": {
    "symbol": "EQH",
    "periods": [
      {
        "file_period": "202604b",
        "settlement_date": "20260429",
        "quantity_fails": 17420,
        "price": 41.84
      },
      {
        "file_period": "202606a",
        "settlement_date": "20260603",
        "quantity_fails": 2024,
        "price": 41.59
      },
      {
        "file_period": "202606b",
        "settlement_date": "20260626",
        "quantity_fails": 396,
        "price": 43.84
      },
      {
        "file_period": "202607a",
        "settlement_date": "20260710",
        "quantity_fails": 476,
        "price": 46.69
      },
      {
        "file_period": "202607b",
        "settlement_date": "20260730",
        "quantity_fails": 4,
        "price": 48.35
      },
      {
        "file_period": "202608a",
        "settlement_date": "20260813",
        "quantity_fails": 78817,
        "price": 51.87
      }
    ],
    "trend": "rising",
    "trend_description": "FTD quantity increasing \u2014 settlement pressure building, potential squeeze precursor"
  }
}

Whales & Insiders

Data:

{
  "insider": [
    {
      "symbol": "EQH",
      "filingDate": "2026-09-08",
      "transactionDate": "2026-09-04",
      "reportingCik": "0001441552",
      "companyCik": "0001333986",
      "transactionType": "S-Sale",
      "securitiesOwned": 110006.8758,
      "reportingName": "Lane Nick",
      "typeOfOwner": "officer: See Remarks",
      "acquisitionOrDisposition": "D",
      "directOrIndirect": "D",
      "formType": "4",
      "securitiesTransacted": 14923,
      "price": 53.2412,
      "securityName": "Common Stock",
      "url": "https://www.sec.gov/Archives/edgar/data/1333986/000162828026060907/0001628280-26-060907-index.htm"
    },
    {
      "symbol": "EQH",
      "filingDate": "2026-09-04",
      "transactionDate": "2026-09-04",
      "reportingCik": "0001916941",
      "companyCik": "0001333986",
      "transactionType": "S-Sale",
      "securitiesOwned": 19763,
      "reportingName": "Isaacs-Lowe Arlene",
      "typeOfOwner": "director",
      "acquisitionOrDisposition": "D",
      "directOrIndirect": "D",
      "formType": "4",
      "securitiesTransacted": 1000,
      "price": 52.825,
      "securityName": "Common Stock",
      "url": "https://www.sec.gov/Archives/edgar/data/1333986/000162828026060727/0001628280-26-060727-index.htm"
    },
    {
      "symbol": "EQH",
      "filingDate": "2026-08-18",
      "transactionDate": "2026-08-17",
      "reportingCik": "0001486195",
      "companyCik": "0001333986",
      "transactionType": "M-Exempt",
      "securitiesOwned": 79378.4132,
      "reportingName": "HURD JEFFREY J",
      "typeOfOwner": "officer: Chief Operating Officer",
      "acquisitionOrDisposition": "A",
      "directOrIndirect": "D",
      "formType": "4",
      "securitiesTransacted": 9359,
      "price": 21.34,
      "securityName": "Common Stock",
      "url": "https://www.sec.gov/Archives/edgar/data/1333986/000162828026057648/0001628280-26-057648-index.htm"
    },
    {
      "symbol": "EQH",
      "filingDate": "2026-08-18",
      "transactionDate": "2026-08-17",
      "reportingCik": "0001486195",
      "companyCik": "0001333986",
      "transactionType": "S-Sale",
      "securitiesOwned": 74719.4132,
      "reportingName": "HURD JEFFREY J",
      "typeOfOwner": "officer: Chief Operating Officer",
      "acquisitionOrDisposition": "D",
      "directOrIndirect": "D",
      "formType": "4",
      "securitiesTransacted": 4659,
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      "expires": "2026-09-18",
      "open_interest": 105,
      "option_type": "call",
      "delta": 0.895927397592557,
      "ask_volume": 0,
      "last_price": "3.85",
      "implied_volatility": "0.500671611118486",
      "gamma": 0.0593049914255857,
      "avg_price": "3.7375000000000000000000000000",
      "bid_volume": 3,
      "nbbo_ask": "4.40",
      "strike": "50",
      "option_symbol": "EQH260918C00050000",
      "total_premium": "1495.00",
      "iv": 0.537452301523054,
      "volume": 4,
      "nbbo_bid": "3.30"
    },
    {
      "underlying_symbol": "EQH",
      "expires": "2026-10-16",
      "open_interest": 7,
      "option_type": "call",
      "delta": 0.395275972871817,
      "ask_volume": 2,
      "last_price": "0.97",
      "implied_volatility": "0.2359122120529942",
      "gamma": 0.0867673801610513,
      "avg_price": "1.0125000000000000000000000000",
      "bid_volume": 2,
      "nbbo_ask": "2.05",
      "strike": "55",
      "option_symbol": "EQH261016C00055000",
      "total_premium": "405.00",
      "iv": 0.279219184508539,
      "volume": 4,
      "nbbo_bid": "0.80"
    },
    {
      "underlying_symbol": "EQH",
      "expires": "2026-10-16",
      "open_interest": 10,
      "option_type": "call",
      "delta": 0.622550151451682,
      "ask_volume": 2,
      "last_price": "2.15",
      "implied_volatility": "0.2311770158649949",
      "gamma": 0.0918514366881957,
      "avg_price": "2.15",
      "bid_volume": 0,
      "nbbo_ask": "3.10",
      "strike": "52.5",
      "option_symbol": "EQH261016C00052500",
      "total_premium": "430.00",
      "iv": 0.260237744200643,
      "volume": 2,
      "nbbo_bid": "1.15"
    },
    {
      "underlying_symbol": "EQH",
      "expires": "2026-12-18",
      "open_interest": 162,
      "option_type": "call",
      "delta": 0.688949831717643,
      "ask_volume": 0,
      "last_price": "5.35",
      "implied_volatility": "0.2625870939899376",
      "gamma": 0.0383673114789741,
      "avg_price": "5.35",
      "bid_volume": 0,
      "nbbo_ask": "6.60",
      "strike": "50",
      "option_symbol": "EQH261218C00050000",
      "total_premium": "535.00",
      "iv": 0.336418649874696,
      "volume": 1,
      "nbbo_bid": "4.70"
    },
    {
      "underlying_symbol": "EQH",
      "expires": "2026-09-18",
      "open_interest": 11,
      "option_type": "put",
      "delta": -0.1619330454273987,
      "ask_volume": 0,
      "last_price": "0.10",
      "implied_volatility": "0.510623845786189",
      "gamma": 0.0621406642465917,
      "avg_price": "0.10",
      "bid_volume": 1,
      "nbbo_ask": "0.75",
      "strike": "50",
      "option_symbol": "EQH260918P00050000",
      "total_premium": "10.00",
      "iv": 0.696200922457935,
      "volume": 1,
      "nbbo_bid": "0.00"
    }
  ],
  "gamma_profile": {
    "ticker": "EQH",
    "spot": 53.64,
    "date": "2026-09-14",
    "flip_point": 47.71,
    "net_gex": 5530.51,
    "call_walls": [
      {
        "strike": 55.0,
        "gex": 3810.94
      },
      {
        "strike": 50.0,
        "gex": 914.54
      },
      {
        "strike": 45.0,
        "gex": 643.35
      }
    ],
    "put_walls": [
      {
        "strike": 47.5,
        "gex": -893.78
      },
      {
        "strike": 50.0,
        "gex": -94.59
      },
      {
        "strike": 32.5,
        "gex": -68.54
      }
    ],
    "by_strike": [
      {
        "strike": 22.5,
        "call_gex": 0.0,
        "put_gex": -0.01,
        "net_gex": -0.01
      },
      {
        "strike": 25.0,
        "call_gex": 0.2,
        "put_gex": -0.03,
        "net_gex": 0.17
      },
      {
        "strike": 27.5,
        "call_gex": 0.0,
        "put_gex": -0.18,
        "net_gex": -0.18
      },
      {
        "strike": 30.0,
        "call_gex": 0.67,
        "put_gex": -0.2,
        "net_gex": 0.47
      },
      {
        "strike": 32.5,
        "call_gex": 0.0,
        "put_gex": -68.54,
        "net_gex": -68.54
      },
      {
        "strike": 35.0,
        "call_gex": 0.53,
        "put_gex": -1.26,
        "net_gex": -0.73
      },
      {
        "strike": 37.5,
        "call_gex": 29.82,
        "put_gex": -10.86,
        "net_gex": 18.95
      },
      {
        "strike": 40.0,
        "call_gex": 14.81,
        "put_gex": -5.13,
        "net_gex": 9.68
      },
      {
        "strike": 42.5,
        "call_gex": 30.87,
        "put_gex": -34.92,
        "net_gex": -4.05
      },
      {
        "strike": 45.0,
        "call_gex": 643.35,
        "put_gex": -18.68,
        "net_gex": 624.67
      },
      {
        "strike": 47.5,
        "call_gex": 245.69,
        "put_gex": -893.78,
        "net_gex": -648.1
      },
      {
        "strike": 50.0,
        "call_gex": 914.54,
        "put_gex": -94.59,
        "net_gex": 819.96
      },
      {
        "strike": 52.5,
        "call_gex": 642.94,
        "put_gex": -5.62,
        "net_gex": 637.32
      },
      {
        "strike": 55.0,
        "call_gex": 3810.94,
        "put_gex": -8.53,
        "net_gex": 3802.41
      },
      {
        "strike": 57.5,
        "call_gex": 64.66,
        "put_gex": 0.0,
        "net_gex": 64.66
      },
      {
        "strike": 60.0,
        "call_gex": 232.79,
        "put_gex": 0.0,
        "net_gex": 232.79
      },
      {
        "strike": 62.5,
        "call_gex": 30.33,
        "put_gex": 0.0,
        "net_gex": 30.33
      },
      {
        "strike": 65.0,
        "call_gex": 10.7,
        "put_gex": 0.0,
        "net_gex": 10.7
      },
      {
        "strike": 70.0,
        "call_gex": 0.0,
        "put_gex": 0.0,
        "net_gex": 0.0
      },
      {
        "strike": 75.0,
        "call_gex": 0.0,
        "put_gex": 0.0,
        "net_gex": 0.0
      }
    ]
  },
  "oi_changes": {
    "net_call_oi_change": -2,
    "net_put_oi_change": 0,
    "top": [
      {
        "strike": "52.5",
        "oi_change": -1,
        "type": "call"
      },
      {
        "strike": "50",
        "oi_change": -1,
        "type": "call"
      },
      {
        "strike": "55",
        "oi_change": 0,
        "type": "call"
      },
      {
        "strike": "47.5",
        "oi_change": 0,
        "type": "put"
      },
      {
        "strike": "40",
        "oi_change": 0,
        "type": "put"
      }
    ]
  },
  "opds": {
    "opds": -5.7,
    "D": -28.5,
    "P": 40.3,
    "O": -16.7,
    "C": 20.0,
    "signal": "NEUTRAL",
    "direction": "bearish",
    "coverage": 0.85,
    "ranked": true,
    "components": {
      "M": 31.9,
      "T": 68.0,
      "RS": 24.2,
      "V": 36.6,
      "F": 27.8,
      "OI": -100.0,
      "S": -100.0,
      "IV": 100.0,
      "B": null,
      "Liquidity": 0.0,
      "OpeningConfidence": null,
      "FlowAgreement": 50.0,
      "StrikeBreadth": null
    },
    "drivers": [
      "- open-interest change -100",
      "- skew -100",
      "+ IV behaviour +100",
      "+ trend +68",
      "+ price/volume +37"
    ]
  }
}

Market Environment

Data:

{
  "vix": 16.46,
  "sp500": 7636.36,
  "fed_funds": 3.63,
  "yield_curve_10y2y": 0.4,
  "hy_spread": 2.67,
  "treasury": {
    "date": "2026-09-11",
    "month1": 3.93,
    "month2": 4.05,
    "month3": 4.07,
    "month6": 4.12,
    "year1": 4.35,
    "year2": 4.63,
    "year3": 4.69,
    "year5": 4.78,
    "year7": 4.87,
    "year10": 4.96,
    "year20": 5.38,
    "year30": 5.35
  },
  "events": [
    {
      "title": "Federal Funds Rate",
      "currency": "USD",
      "date": "2026-09-16",
      "time_utc": "18:00",
      "impact": "High",
      "forecast": "4.00%",
      "previous": "3.75%",
      "actual": null,
      "minutes_until": 2875
    },
    {
      "title": "FOMC Economic Projections",
      "currency": "USD",
      "date": "2026-09-16",
      "time_utc": "18:00",
      "impact": "High",
      "forecast": null,
      "previous": null,
      "actual": null,
      "minutes_until": 2875
    },
    {
      "title": "FOMC Statement",
      "currency": "USD",
      "date": "2026-09-16",
      "time_utc": "18:00",
      "impact": "High",
      "forecast": null,
      "previous": null,
      "actual": null,
      "minutes_until": 2875
    },
    {
      "title": "FOMC Press Conference",
      "currency": "USD",
      "date": "2026-09-16",
      "time_utc": "18:30",
      "impact": "High",
      "forecast": null,
      "previous": null,
      "actual": null,
      "minutes_until": 2905
    }
  ]
}

Intraday Patterns

Data:

{
  "days": 103,
  "patterns": [
    {
      "name": "VWAP Touch",
      "count": 103,
      "pct": 100
    },
    {
      "name": "9 EMA Touch",
      "count": 103,
      "pct": 100
    },
    {
      "name": "21 EMA Touch",
      "count": 103,
      "pct": 100
    },
    {
      "name": "ORB Breakout",
      "count": 98,
      "pct": 95
    },
    {
      "name": "PDH/PDL Touch",
      "count": 95,
      "pct": 92
    },
    {
      "name": "Woodie Pivot Touch",
      "count": 94,
      "pct": 91
    },
    {
      "name": "Gap Fill",
      "count": 82,
      "pct": 80
    },
    {
      "name": "Open Retracement",
      "count": 70,
      "pct": 68
    },
    {
      "name": "Darvas Box",
      "count": 43,
      "pct": 42
    },
    {
      "name": "High Vol Open",
      "count": 22,
      "pct": 21
    },
    {
      "name": "Power Hour",
      "count": 15,
      "pct": 15
    }
  ]
}