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Held by 510 of 5,944 reporting institutions (97th percentile) — extremely crowded.
Data as of Q1 2026
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No trend data available for this metric.
Total shares institutions bought (green) vs sold (red) each quarter across all holders.
Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.
Total return (dividends reinvested) vs the market, from quarter-end prices.
Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.
How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.
Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.
Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.
Drag any bubble to rearrange · size = dollar value of the position
How a revenue dollar becomes profit — FY2025
Each value shows its share of revenue below it (common-size).
| Line Item | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $11.66B 100.0% | $12.43B 100.0% | $10.46B 100.0% | $12.64B 100.0% | $7.61B 100.0% | $12.41B 100.0% | $9.62B 100.0% | $12.07B 100.0% | $12.43B 100.0% | $11.76B 100.0% |
| Interest Expense | $248.0M 2.1% | $241.0M 1.9% | $228.0M 2.2% | $201.0M 1.6% | $244.0M 3.2% | $200.0M 1.6% | $221.0M 2.3% | $231.0M 1.9% | $160.0M 1.3% | $174.0M 1.5% |
| Pretax Income | -$1.19B -10.2% | $2.08B 16.7% | $714.0M 6.8% | $2.98B 23.5% | $2.61B 34.3% | -$1.09B -8.8% | -$2.06B -21.4% | $2.49B 20.6% | $1.24B 10.0% | $2.03B 17.2% |
| Income Tax Expense | -$156.0M -1.3% | $280.0M 2.3% | -$910.0M -8.7% | $594.0M 4.7% | $439.0M 5.8% | -$744.0M -6.0% | -$593.0M -6.2% | $301.0M 2.5% | $42.0M 0.3% | $378.0M 3.2% |
| Net Income | -$1.38B -11.8% | $1.28B 10.3% | $1.28B 12.3% | $2.14B 16.9% | $1.75B 23.0% | -$648.0M -5.2% | -$1.76B -18.3% | $1.85B 15.4% | $778.0M 6.3% | $1.25B 10.7% |
| Per Share | ||||||||||
| EPS (Basic) | $-4.83 | $3.74 | $3.44 | $5.46 | $4.02 | $-1.56 | $-3.57 | $3.33 | $1.39 | $2.24 |
| EPS (Diluted) | $-4.83 | $3.69 | $3.42 | $5.42 | $3.98 | $-1.56 | $-3.57 | $3.33 | $1.39 | $2.24 |
| Weighted Avg Shares (Basic) | 298.1M | 321.2M | 350.1M | 377.6M | 417.4M | 450.4M | 493.6M | 556.4M | 561.0M | 561.0M |
| Weighted Avg Shares (Diluted) | 298.1M | 324.8M | 351.6M | 379.9M | 421.2M | 450.4M | 493.6M | 556.5M | 561.0M | 561.0M |
Source: SEC EDGAR XBRL filings (annual, fiscal year). Quarterly flow items are derived from cumulative filings; balance-sheet figures are as-of each period end. Ratios and margins are computed, not reported.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
4/7 of the 9 checks — 2 couldn't be scored (see above), so the score is out of the 7 with data.
Insufficient balance-sheet detail (needs retained earnings, working capital, equity).
Needs granular two-year detail (receivables, PP&E, D&A, SG&A) — not fully reported.
Cash-conversion data unavailable. Lower/negative accruals = higher quality (Sloan).
Coverage data unavailable.
F-Score (0–9 fundamental momentum), Altman Z (distress risk), and Beneish M (earnings-manipulation screen) are academic models computed from the SEC filings. Screens and context — educational, not recommendations.
What the company returns to shareholders — and whether it's covered by cash.
Free-cash-flow coverage unavailable. Last year: $314M dividends + $1.4B buybacks = $1.8B returned.
8 consecutive years of dividend increases · -6%/yr.
Yields use the latest fiscal-year dividends/buybacks over current market cap. Dividends and buybacks from the SEC cash-flow statement; payout coverage vs net income and free cash flow. Educational — not a recommendation.
How management deployed cash over 10 years — and what it earned on reinvestment.
A cash-return story — far more went to shareholders than back into the business (mature, low-reinvestment).
Insufficient data. Current ROIC on all capital: -36%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 10 fiscal years. "Return on reinvestment" is a rough proxy — operating-income change ÷ cumulative CapEx + M&A — and includes maintenance capex. Educational — not a recommendation.
How much the company owes, how it's trended, and how comfortably it's serviced.
Cash of $12.5B covers all $4.2B of scheduled principal — no refinancing pressure. Scheduled principal only (excludes interest & revolver draws). As of 2019-12-31 (10-K).
Insufficient EBITDA/debt history.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest expense isn't separately reported — often netted into “other income (expense), net.” Effective rate ~6.4% on $3.9B of debt.
Cash of $12.5B fully covers short-term debt of $25M.
Mostly long-term debt (balance-sheet current vs non-current split). See the maturity ladder above for the year-by-year repayment schedule.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. Maturity ladder from the SEC long-term-debt repayment schedule. Educational — not a recommendation.
No current price collected.
Where each multiple sits in its own 8-yr range
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 8-yr history.
Is the profit real, and how strong is the balance sheet?
FY2025 · every deduction from revenue to net income
DuPont — the three levers
Returns are margin-driven, not leverage-driven — higher quality.
What the company owes vs. what it holds
Year-by-year maturities aren't in SEC companyfacts (footnote-only), so this shows the debt/cash structure and net leverage instead.
Latest year: profit growth vs revenue growth
Operating leverage needs meaningful revenue change.
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Income Tax | 2.5 | -6.2 | -6.0 | 5.8 | 4.7 | -8.7 | 2.3 | -1.3 |
| Net Income | 15.4 | -18.3 | -5.2 | 23.0 | 16.9 | 12.3 | 10.3 | -11.8 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on EQH: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.