EQH NYSE Week ended 31 Jul 2026

Weekly Investor Report

Axa Equitable Holdings Inc · Financial Services · Asset Management

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Latest close 47.65 USD
-0.7% latest week
Weekly setup

Constructive, but selective

The weekly trend is active. Price is 11.4% above the Trend Line and sits at 66.2% of its 52-week range. The latest completed week returned -0.7%, after a 4.5% four-week move. The latest factor snapshot indicates quality ranks weakly versus its universe; growth ranks weakly; valuation is neither clearly cheap nor expensive. Options positioning is bullish with 49/100 conviction, while the latest news-sentiment score is 54/100. Near-term considerations: volume confirmation is below normal; earnings are due in 2d.

Setup score 52 out of 100
Latest Close 47.65 USD 31 Jul 2026
1W Return -0.7% latest completed week
4W Return 4.5% short-term follow-through
12W Return 12.7% quarterly tape
Trend Breadth 21.2% 11 of 52 weeks active
Volume Ratio 0.8x vs 13-week average
What is working
  • The trend backdrop is active with a 2-week active streak.
  • Price is above the Trend Line, keeping the weekly tape constructive.
  • Price is above Fair Value, showing premium demand versus the model.
  • Activity pressure is positive on the latest completed week.
What could go wrong
  • No major top-level risk cluster is currently dominant.
What to watch next
  • Trend Line remains the key weekly regime level.
  • Activity pressure is the gauge to monitor for confirmation or fade.
  • A volume ratio above 1.5x would show stronger participation in the next move.
Price follow-through -0.7% Latest completed week; four-week move 4.5%. Indicator stack 19/75 Trend and activity pressure are weighted against the latest 12-week confirmation window. Trend backdrop Active The trend backdrop defines the current weekly regime. Patient Capital Quiet Activity-pressure buy-signal status for institutional accumulation timing. Next-Week Expectancy Positive 57.00% Historical one-week expectancy contributes to the evidence score when direction is confirmed. Options pressure Bullish 49/100 conviction; expected move 8.4%. News sentiment 54/100 72 relevant articles in the latest sentiment read. Event risk 2d Next report is scheduled for 04 Aug 2026; event risk rises as the date approaches.
01 · Price action

Where price is—and whether the trend supports it

The weekly trend is active. Price is 11.4% above the Trend Line and sits at 66.2% of its 52-week range. The latest completed week returned -0.7%, after a 4.5% four-week move.

Study the full chart

52-week price path

Price vs Trend Line and Fair Value
Price Trend Line Fair Value
02 · Volume and demand

Is real participation confirming the move?

Latest weekly volume is 0.8x the 13-week average. Participation is below its recent norm, so price strength is not receiving full volume confirmation.

26-week volume confirmation

Bar height shows volume; colour shows the weekly price direction
6 Feb 13 Feb 20 Feb 27 Feb 6 Mar 13 Mar 20 Mar 27 Mar 3 Apr 10 Apr 17 Apr 24 Apr 1 May 8 May 15 May 22 May 29 May 5 Jun 12 Jun 19 Jun 26 Jun 3 Jul 10 Jul 17 Jul 24 Jul 31 Jul
Up week Down week
Demand beneath price

Activity pressure and institutional-style signals

These indicators assess whether participation is improving beneath the headline price move. They are supporting evidence, not proof of institutional buying.

Activity pressure path

Latest 0.4612-week average 0.20

12-week confirmation

Trend active2/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure12/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership0/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.46Current proprietary activity-pressure read.
Buy signals0Accumulation signal count in the latest 12 weeks.
Reversal markers0No reversal markers

No recent accumulation markers. No reversal markers.

03 · Momentum and leadership

Is performance persistent—and is the stock leading?

Performance is 4.5% over four weeks, 12.7% over 12 weeks, and -2.4% over one year. The current trend has remained active for 2 consecutive weeks.

Performance by holding period

1W-0.7%
4W4.5%
12W12.7%
26W4.1%
52W-2.4%
Active trend streak2 weeks
Active weeks in one year11
Trend breadth21.2%

Activity pressure vs relative leadership

Activity pressureRelative leadership
Pressure1.25Latest activity-pressure read.
Pressure change34.1%Four-week change in activity pressure.
Leadership-3.58Latest relative-leadership reading.
RS change61.5%Four-week change in relative leadership.
04 · Fundamentals and valuation

What investors are paying for—and the quality behind it

The latest factor snapshot indicates quality ranks weakly versus its universe; growth ranks weakly; valuation is neither clearly cheap nor expensive.

Open full factor analysis
Factor week 26 Jul 2026 Financial statements through 31 Mar 2026 Field coverage 88% Model confidence 84%

Relative factor standing

Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.

Overall factor strength7/100Blend of value, momentum, and quality. Underlying universe rank 94; rank 1 is best.
Value26/100Relative valuation strength. Underlying universe rank 75; rank 1 is best.
Quality12/100Profitability and accounting quality. Underlying universe rank 89; rank 1 is best.
Momentum21/100Medium-term price momentum. Underlying universe rank 80; rank 1 is best.
Growth14/100Revenue and earnings growth. Underlying universe rank 87; rank 1 is best.
How to read this

Quality and valuation are separate questions

A strong company can still carry a demanding valuation. This report shows profitability, growth, balance-sheet strength, and the price paid for those characteristics separately.

Valuation

How much investors are paying for earnings, sales, and cash flow.

P/E
-
Price divided by trailing earnings.
Price / sales
1.2x
Market value relative to trailing revenue.
EV / EBITDA
20.8x
Enterprise value relative to operating cash earnings.
Free-cash-flow yield
6.9%
Free cash flow as a share of enterprise value.

Business quality

Margins and the return generated on invested capital.

Gross margin
63.5%
Gross profit retained from each unit of revenue.
Operating margin
-2.2%
Operating profit retained from revenue.
Free-cash-flow margin
8.0%
Free cash flow generated from revenue.
Return on invested capital
-
Operating return generated on invested capital.

Growth and financial strength

Recent business growth and accounting strength.

Revenue growth
-19.2%
Latest one-year revenue growth.
EPS growth
-
Latest one-year earnings-per-share growth.
Free-cash-flow growth
-63.9%
Latest one-year free-cash-flow growth.
Piotroski F-score
4/9
Nine-point accounting-strength checklist.

Shareholder return and balance sheet

Cash returned to owners and financial leverage.

Dividend yield
2.3%
Cash dividends relative to market value.
Buyback yield
13.6%
Net share repurchases relative to market value.
Shareholder yield
15.9%
Dividend yield plus net buyback yield.
Net debt / EBITDA
-4.7x
Balance-sheet debt relative to operating cash earnings.
05 · Ownership, options, and sentiment

What other market participants are doing

Options, insider transactions, market sentiment, and activity-pressure signals can confirm or challenge the price story. None should be used alone.

Options positioningBullish

EQH shows bullish options pressure with a 49/100 conviction score, put-call volume ratio of 0.00, expected move of 8.4%, and Sharemaestro trend signal active.

Conviction49/100
Expected move8.4%
Put/call volume0.00
Pressure100
Speculation8
Volatility56
Trend agreement0
Open options detail
Insider activity6 / 14

6 acquisitions and 14 disposals in the latest 180-day insider tape.

Acquisitions / disposals over the latest 180 days. Insider activity is context, not a stand-alone signal.
News sentiment54/100

Weighted news tone is neutral across 72 relevant articles.

21 positive · 46 neutral · 5 negative
Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal
06 · Catalysts and risk

What can move the shares—and how volatile the path has been

Event timing, options-implied movement, drawdown, and weekly return distribution frame the risk around the current setup.

Next earnings2dNext report is scheduled for 04 Aug 2026; event risk rises as the date approaches.
Options expected move8.4%Nearest-chain priced movement where available.
52-week drawdown-12.0%Distance below the 52-week high.
13-week volatility3.0%Standard deviation of weekly returns.

Weekly gains and losses

Latest 26 completed weeks

Each bar is one week. Gains rise above the zero line; losses fall below it. Taller bars mean a larger weekly move.

Weeks higher10 of 2615 weeks finished lower.
Best week+11.5%Week of 17 Apr.
Worst week-9.0%Week of 27 Feb.
Latest week-0.7%Week of 31 Jul.

Shape of recent returns

Strong gains4
Modest gains6
Flat weeks1
Modest losses12
Sharp losses3
Recent vol3.0%13-week weekly-return volatility.
Base vol3.7%52-week weekly-return volatility.
Up/down split23/28Count of positive and negative weeks in the 52-week window.
Average skew3.2% / -2.5%Average positive week versus average negative week.
07 · Sector and peer context

Is this stock leading—or simply moving with its group?

Sector and industry breadth distinguish company-specific strength from a broad group move.

08 · Evidence and weekly data

The underlying research record

Every top-level statement above should be traceable to a stored market, fundamental, event, or positioning observation.

Weekly tape48/100

Trend, activity pressure, participation, and risk combine to a 48/100 tape read.

 Indicator analysis42/100

Latest 12-week confirmation: trend 2/12, activity pressure 12/12, relative leadership 0/12.

Activity pressure 0.46; No reversal markers Next-Week ExpectancyPositive 57.00%

Next-week expectancy is positive with a 57.00% historical one-week setup read.

Adds short-term historical context without overriding trend, activity, or relative leadership. Factors15/100

O'Shaughnessy factor stack blends value, quality, momentum, and confidence.

Buyback Yield rank 4; Small Cap Core rank 70 Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal Options46/100

EQH shows bullish options pressure with a 49/100 conviction score, put-call volume ratio of 0.00, expected move of 8.4%, and Sharemaestro trend signal active.

Bullish · Call-side pressure · Expected move 8.4% Sentiment54/100

Weighted news tone is neutral across 72 relevant articles.

Corebridge Financial, Equitable Stockholders Approve Merger Insiders6 / 14

6 acquisitions and 14 disposals in the latest 180-day insider tape.

 Earnings2d

Next report is scheduled for 04 Aug 2026; event risk rises as the date approaches.
WeekCloseReturnTrend LineFair ValuePressureLeadershipVolumeTrend
31 Jul 202647.65 USD-0.7%42.76 USD41.56 USD1.25-3.5816.0MOn
24 Jul 202648.00 USD-2.0%42.75 USD41.43 USD1.11-2.2510.5MOn
17 Jul 202648.99 USD4.2%42.74 USD41.29 USD1.08-1.2913.1MOff
10 Jul 202647.00 USD3.0%42.69 USD41.15 USD0.96-7.2212.9MOff
3 Jul 202645.61 USD3.7%42.71 USD41.01 USD0.93-9.2910.4MOff
26 Jun 202644.00 USD-2.8%42.69 USD40.88 USD0.84-11.2727.7MOff
19 Jun 202645.29 USD2.9%42.76 USD40.76 USD0.81-11.5716.0MOff
12 Jun 202644.02 USD7.9%42.73 USD40.62 USD0.75-13.9222.6MOff
5 Jun 202640.80 USD-0.6%42.72 USD40.50 USD0.64-20.3415.9MOff
29 May 202641.05 USD-2.9%42.84 USD40.39 USD0.74-22.6138.5MOff
22 May 202642.27 USD0.0%43.08 USD40.28 USD0.54-19.8917.0MOff
15 May 202642.27 USD-0.0%43.27 USD40.16 USD0.32-19.8717.8MOff
8 May 202642.29 USD1.0%43.41 USD40.04 USD0.20-20.3428.0MOff
1 May 202641.86 USD2.6%43.58 USD39.90 USD-0.22-19.9716.0MOff
How to use this report

This is a completed-week research summary. It explains the available evidence and its conflicts; it does not predict a guaranteed outcome or replace your own risk assessment. Fundamental figures may refer to an earlier financial reporting period, which is shown above.