Positive context积极背景
Stocks股票 / Financials / EQH
Equitable Holdings · Financials
EQH US listed · USD美股 · 美元
Equitable Holdings, Inc. is an American financial services and insurance company that was founded in 1859 by Henry Baldwin Hyde.Equitable Holdings, 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。
Large cap大盘 · $15B
Financials
S&P 400标普400中盘
Speculative / unprofitable投机／未盈利
$52.80
+$0.93 · +1.79%
52w low52周低 $34.26high高 $54.30
Extended — wait for a pullback过度拉伸 — 等待回撤
A daily turn fired off a real pullback, but the cycle count is stretched well past its usual window — treat it as an unconfirmed new cycle and buy on…日线已在一次真实回调后转向，但周期天数已远超通常窗口——应视为未确认的新周期，请在确认后买入（更高低点站稳 + 周线转向），而非此处。
Live实时
Company intelligence公司情报
The latest call, in context把最新财报放回历史脉络
A synthesized event record across management commentary and recorded metrics. Read as context; verify exact wording in the transcript before relying.综合管理层表述与记录指标形成事件档案。仅供参考；使用前请在电话会原文中核对准确措辞。
Live company record实时公司记录
JavaScript loads the source-bounded event record here. Open Terminal if the live module does not start.JavaScript 会在此加载受来源约束的事件记录。如实时模块未启动，请打开终端。
Continue with full transcript history继续查看完整电话会历史 ↗Pressure context压力背景
History mode历史模式
Context only仅供参考 · not a signal or recommendation不构成信号或建议
Narrative claims may await line-level citation; verify in the transcript.叙述性内容可能仍待逐行引用，请在电话会原文中核对。
Price chart价格图表
daily · interactive日线 · 可交互
Open in Terminal打开终端 ↗
Loading chart…图表加载中…
The interactive chart could not load here.互动图表暂时无法在此加载。
Open the live chart in Terminal在终端中打开实时图表 ↗
Candles, volume and moving averages — pan and zoom inside the chart.蜡烛图、成交量与均线 — 图内可缩放拖动。
MMastermind Terminal — live & interactiveMastermind 终端 — 实时互动 ↗
Technicals技术面
daily bars日线数据 · 2026-08-14
Momentum (RSI 14)动量（RSI 14）
66
Elevated偏高
vs 50-day average相对50日均线
+13.2% above上方
Uptrend intact趋势完好
vs 200-day average相对200日均线
+20.2% above上方
Long trend up长期向上
Volatility波动率
65th percentile第65百分位
These readings feed the stance at the top — one source per number, refreshed nightly.以上读数构成页首的引擎立场 — 每个数字只有一个来源，每晚更新。
Earnings财务业绩
Estimates being raised — 10 analysts预期上调 — 10 位分析师
Post-earnings drift: -9.5% (20d)财报后漂移：-9.5%（20日）
Valuation估值
Looks cheap vs sector相对行业偏便宜| Multiple指标 | EQH | Sector median行业中位 | Cheaper than相对便宜 |
|---|---|---|---|
| P/S市销率 | 1.28x | 3.12 | |
| Earnings yield盈利收益率 | -9.22% | 6.54 | |
| Shareholder yield股东收益率 | 11.79% | 3.75 |
"Cheaper than" = share of sector peers trading richer on that multiple.「相对便宜」= 行业中该指标估值更高的同行占比。
Financials财务数据
fiscal years财年Revenue营业收入
$11.7B2025
20202025
5-yr growth5年复合增速 -1.2%
Earnings per share每股收益
$-4.832025
20202025
Net margin净利率
-11.8%
FCF margin自由现金流利润率
6.1%
Balance-sheet quality财务体质 4/7
Return on equity股本回报率 1865%
Clean稳健
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%
Why is it moving为何波动
6 checks · nightly六项检查 · 每晚
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 +20.1%空头仓位变动 +20.1%
Technical技术面
EQH daily MACD crossed upEQH 日线MACD上穿
Ownership & smart money持仓与聪明钱
13FInsider activity:内部人动向： -$17.6M net (0 buyers, 5 sellers)-$17.6M 净值（0 买家，5 卖家）
Concentrated ownership集中持仓
| Fund基金 | Grade评级 | Latest move最新动作 | % of book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
engine events引擎事件
NEARING A HIGH → BUY ZONE接近高点 → 买入区
BUY. A new cycle low likely formed 24 day(s) ago (2026-07-10 @ 46.7): swing low in, price back above the 10-day average — and the weekly timeframe agrees买入。新的周期低点可能已在 24 天前形成 （2026-07-10 @ 46.7）：摆动低点已现，价格重新站上 10 日均线——且周线周期也一致确认
Aug 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. $52.17.日线MACD柱状图转正 — 快速且嘈杂，仅作背景。$52.17。
Aug 5, 2026
NEARING A HIGH → BUY ZONE接近高点 → 买入区
BUY买入
Aug 5, 2026
EQH took relative-strength leadershipEQH 取得相对强弱领先
Relative strength vs SPY crossed above the 90th percentile of the last 90 days — leadership tends to persist. $51.30.相对标普500的强弱上穿近90日的第90百分位 — 领先往往延续。$51.30。
Aug 5, 2026
EQH StochRSI turned up from oversoldEQH StochRSI自超卖区上行
StochRSI popped back above 20 — the earliest oscillator heads-up that downside momentum is easing. $51.30.StochRSI重回20上方 — 下行动量趋缓的最早预警。$51.30。
Jul 31, 2026
NEARING A HIGH → BOTTOMING接近高点 → 筑底中
BUY SETUP买入预备
Jul 30, 2026
BOTTOMING → NEARING A HIGH筑底中 → 接近高点
TAKE PROFITS止盈
Jul 29, 2026
NEARING A HIGH → BOTTOMING接近高点 → 筑底中
BUY SETUP买入预备
Jul 28, 2026
EQH StochRSI turned up from oversoldEQH StochRSI自超卖区上行
StochRSI popped back above 20 — the earliest oscillator heads-up that downside momentum is easing. $49.39.StochRSI重回20上方 — 下行动量趋缓的最早预警。$49.39。
Jul 27, 2026
BOTTOMING → NEARING A HIGH筑底中 → 接近高点
TAKE PROFITS止盈
Showing the last 15 of显示最近15条，共 269 signals条信号
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.Equitable Holdings, 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。
Style DNA — how it trades vs the market风格基因 — 相对市场的交易特征
Value价值
Below market低于市场
Quality质量
Above market高于市场
Investment资本投入
Below market低于市场
Shareholder payout股东回报
Above market高于市场
Low volatility低波动
Below market低于市场
Low market beta低市场敏感度
Below market低于市场
Earnings quality盈利质量
Above market高于市场
Short interest空头兴趣
Below market低于市场
The whole US universe — S&P 1500 and Russell 2000 — read nightly.覆盖标普1500与罗素2000全部成分股 — 每晚更新解读。
Signals, options positioning, smart-money moves and factor DNA — the same engine that wrote this page covers 2,700+ US stocks.信号、期权持仓、聪明钱动向与因子基因 — 撰写本页的引擎覆盖2700多只美股。
Statistics — full detail统计数据 — 完整明细
Valuation vs sector估值对比行业
| Multiple指标 | This stock本股 | Sector median行业中位 | Cheaper than相对便宜 |
|---|---|---|---|
| Price / Sales市销率 | 1.3× | 3.1× | 76% |
| Earnings yield盈利收益率 | -9.2% | 6.5% | 1% |
| Free-cash-flow yield自由现金流收益率 | 4.8% | 8.1% | 22% |
| Shareholder yield股东综合回报率 | 11.8% | 3.8% | 93% |
Relative strength相对强度
vs market, 1 month相对大盘（1个月）
26/100 — weaker than most弱于多数
vs market, 3 months相对大盘（3个月）
83/100 — stronger than most强于多数
vs market, 6 months相对大盘（6个月）
71/100 — stronger than most强于多数
vs market, 12 months相对大盘（12个月）
27/100 — weaker than most弱于多数
Rank in sector行业内排名
#214 / 262
0–100 percentile of total return vs all covered stocks.总回报在全部覆盖股票中的百分位（0–100）。
Price history价格历史
| Period周期 | This stock本股 | S&P 500标普500 |
|---|---|---|
| 1 Week近1周 | +1.2% | +1.2% |
| 1 Month近1月 | +11.6% | +3.5% |
| 3 Months近3月 | +24.9% | +5.2% |
| 6 Months近6月 | +20.6% | +14.4% |
| Year to date年初至今 | +11.6% | +14.2% |
| 1 Year近1年 | -1.3% | +21.6% |
| 3 Years近3年 | +101.0% | +79.7% |
Trading information交易信息
Beta vs market贝塔
1.17
Volatility rank波动率分位
65th pctile
Short interest空头占比
2.3% of float
Market cap市值
$15B
EPS (trailing)每股收益
$-4.87
Off 52-week high距52周高点
-1.4%
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。
Financials — full detail财务数据 — 完整明细
Multi-year record多年财务记录
| 20202020 | 20212021 | 20222022 | 20232023 | 20242024 | 20252025 | |
|---|---|---|---|---|---|---|
| Revenue营业收入 | $12.4B | $11.0B | $14.0B | $10.5B | $12.4B | $11.7B |
| EPS每股收益 | $-1.56 | $-1.24 | $4.49 | $3.48 | $3.78 | $-4.83 |
| Free cash flow自由现金流 | — | — | — | — | — | — |
| Gross margin毛利率 | — | — | — | — | — | — |
| Net margin净利率 | -5.2% | -4.0% | 12.7% | 12.4% | 10.5% | -11.8% |
| FCF margin自由现金流利润率 | — | — | — | — | — | — |
Latest fiscal year最近财年
Revenue (FY)营业收入（财年）
$11.7B
Net income净利润
$-1.4B
Operating cash flow经营现金流
$714M
Total assets总资产
$318.0B
Shareholder equity股东权益
$-74M
Long-term debt长期负债
$3.8B
Dividends paid股息支出
$314M
Buybacks股票回购
$1.4B
Shares outstanding总股本
0.28B
Returns & growth回报与增长
Return on equity股本回报率
1864.9%
Return on assets资产回报率
-0.4%
Debt / assets负债/资产
1.2%
Profit growth利润增速
-205.6%
Asset growth资产增速
+7.5%
Accounting quality checks会计质量检查
- Earnings quality: accruals elevated vs peers (earnings lean on non-cash items)盈利质量：应计利润高于同业（盈利依赖非现金项目）
- Capital discipline: investment near the peer median资本纪律：投资力度接近同业中位
- Balance sheet: leverage unremarkable资产负债表：杠杆水平一般
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。
Technicals — full detail技术面 — 完整明细
Indicator readings指标读数
RSI (14-day)RSI（14日）
66
RSI (2-day)RSI（2日）
79
vs 20-day average相对20日均线
+6.5%
vs 50-day average相对50日均线
+13.2%
vs 200-day average相对200日均线
+20.2%
Golden cross (50>200)金叉（50>200）
in effect生效中
MACDMACD
above signal位于信号线上方
Timeframe alignment多周期共振
Daily日线
momentum up动能向上
3-day3日线
momentum up动能向上
Weekly周线
momentum up动能向上
When daily through monthly point the same way, moves carry further.当日线到月线方向一致时，行情往往更有延续性。
Volatility regime波动状态
Range width percentile波幅宽度分位
75/100
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。
Earnings — full detail财务业绩 — 完整明细
Estimate revisions预期修正
Analysts covering覆盖分析师
10
Estimate direction预期调整方向
mixed分歧
Estimate change, 90 days预期变化（90天）
+2.8%
Net upgrades, 30 days净上调（30天）
+6
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。
Ownership — full detail持仓 — 完整明细
Tracked funds holding it跟踪基金持仓
| Fund基金 | Grade评级 | Latest move最新动作 | % of book组合占比 | Position市值 |
|---|---|---|---|---|
| Basswood Capital Management | B | Adding增持 | 0.4% | $9M |
Fund positioning基金持仓概览
Tracked funds in the name持有该股的跟踪基金
1
Buying vs selling买入vs卖出
1 : 0
Quarterly trend季度趋势
{'direction': 'distributing', 'n_quarters': 9, 'holders_first': 1, 'holders_last': 1, 'holders_delta': 0, 'value_change_pct': -88.1, 'from_period': '2024-03-31', 'to_period': '2026-03-31', 'available_on': '2026-05-15', 'available_on_first': '2024-05-15', 'holders_series': [1, 1, 1, 1, 2, 2, 1, 1, 1]}{'direction': 'distributing', 'n_quarters': 9, 'holders_first': 1, 'holders_last': 1, 'holders_delta': 0, 'value_change_pct': -88.1, 'from_period': '2024-03-31', 'to_period': '2026-03-31', 'available_on': '2026-05-15', 'available_on_first': '2024-05-15', 'holders_series': [1, 1, 1, 1, 2, 2, 1, 1, 1]}
Insiders & shorts内部人与空头
Insider net buying (6 months)内部人净买入（6个月）
-$17.6M
Insider buyers vs sellers内部人买家vs卖家
0 : 5
Short interest空头占流通盘
2.3%
Days to cover回补天数
2.5
Short interest change空头变化
+20.1%
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。
Seasonality — full detail季节性 — 完整明细
Strongest month最强月份
Jul · 75%
Weakest month最弱月份
Sep · 0%
Month by month逐月统计
| Month月份 | Closed higher收涨占比 | Median move中位涨跌 | Years年数 |
|---|---|---|---|
| Jan1月 | 33% | -1.7% | 3 |
| Feb2月 | 67% | +1.5% | 3 |
| Mar3月 | 33% | -4.4% | 3 |
| Apr4月 | 33% | -2.7% | 3 |
| May5月 | 67% | +7.1% | 3 |
| Jun6月 | 67% | +6.7% | 3 |
| Jul7月 | 75% | +6.7% | 4 |
| Aug8月 | 75% | +4.5% | 4 |
| Sep9月 | 0% | -1.2% | 3 |
| Oct10月 | 33% | -2.4% | 3 |
| Nov11月 | 67% | +7.8% | 3 |
| Dec12月 | 67% | +2.2% | 3 |
History is a tendency, not a promise — small samples wobble.历史规律只是倾向而非保证 — 样本少时波动大。
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。