Why Equitable Holdings (EQH) Is Getting Attention Today
Leadership change at Equitable Holdings
Equitable Holdings (EQH) told investors on 25 September 2026 that Seth Bernstein will step down as Head of Asset Management as he retires from AllianceBernstein, putting attention on leadership continuity in a key division.
Equitable Holdings shares trade at US$52.64 after a 15.41% 90 day share price return and a 9.74% year to date share price gain, while the 3 year total shareholder return of 106.47% signals historical compounding despite a softer 5.66% total return over the past year.
Scan how other financials are handling leadership shifts and capital allocation by running Equitable Holdings alongside our hand picked 31 high quality undervalued stocks for comparison.
After that run, along with a senior change in the asset management arm, the question for Equitable Holdings now is simple: Does the current valuation still leave enough upside to justify the risk?
Most Popular Narrative: 15.2% Undervalued
At a last close of $52.64 against a narrative fair value of $62.09, Equitable Holdings is framed as materially undervalued, with that gap hinging on whether the merger and fee income story actually plays out.
The planned Corebridge merger is expected to create a top-scale U.S. insurer with more than 10 million clients, about US$30b of GAAP book value and roughly US$5b of operating earnings capacity, which could improve operating leverage and support higher EPS if the combined business delivers on its earnings and cash flow targets.
See why 8 investors see Equitable Holdings as 15% undervalued.
Result: Fair Value of $62.09 (UNDERVALUED)
Still, the narrative around Equitable Holdings unravels quickly if weaker alternatives performance or ongoing GAAP revenue pressure persist and investor confidence erodes again.
Find out about the key risks to this Equitable Holdings narrative.
Next Steps
Mixed signals on Equitable Holdings so far. If you want to move quickly and ground your own judgment in the data, start by weighing the 2 key rewards and 2 important warning signs.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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