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Equitable Holdings (EQH) has drawn fresh attention after expanding its Structured Capital Strategies annuity lineup with a bitcoin linked index option tied to the iShares Bitcoin Trust ETF and several new index based features.
The new bitcoin linked annuity feature arrives with Equitable Holdings trading at US$53.34 and showing firm momentum, with a 90 day share price return of 17.77% and a year to date share price gain of 11.19%. The 3 year total shareholder return of 96.60% and 5 year total shareholder return of 115.15% point to a strong longer term record.
Capitalize on the momentum around Equitable Holdings’ bitcoin linked annuity move by comparing it with other financial stocks that screen well for quality and valuation using the 32 high quality undervalued stocks.
Equitable Holdings now trades well below both analyst price targets and an intrinsic value estimate, even after the bitcoin linked annuity headline. The gap between those markers and today’s US$53.34 quote is where the real story starts.
Most Popular Narrative: 13% Undervalued
Equitable Holdings is pegged with a fair value estimate of $61 against a last close of $53.34, which tilts the current debate toward undervaluation and places more emphasis on how its retirement engine and Corebridge merger story play out.
Product innovation (notably in RILAs, fee-based, and protection-focused annuities) and first-mover advantages through partnerships with major asset managers (BlackRock, AB, JPMorgan) position Equitable to capture premium pricing, differentiate from competitors, and access new markets. This is expected to improve average margins and support long-term earnings growth.
See why 8 investors see Equitable Holdings as 13% undervalued.
Result: Fair Value of $61 (UNDERVALUED)
Still, the Equitable Holdings story could be knocked off course if higher margin RILA products run off faster than expected or if RILA competition squeezes pricing.
Find out about the key risks to this Equitable Holdings narrative.
Next Steps
Mixed signals around Equitable Holdings can create noise. Move quickly, review the underlying data, then weigh the 3 key rewards and 2 important warning signs.
Looking For More Investment Ideas Beyond Equitable Holdings?
If Equitable Holdings has sharpened your focus on quality, do not stop here. Use the Simply Wall St Screener to uncover other opportunities before the crowd catches on.
- Target potential mispricings across the market by lining up fundamentals and valuations through the 32 high quality undervalued stocks.
- Prioritise resilience in your watchlist by scanning companies with strong finances using the list of solid balance sheet and fundamentals (23 results).
- Hunt for under followed prospects with robust metrics by checking the 15 high quality undiscovered gems.
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.
Valuation is complex, but we’re here to simplify it.
Discover if Equitable Holdings might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.
Have feedback on this article? Concerned about the content? Get in touch with us directly.Alternatively, email editorial-team@simplywallst.com
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Sep 11, 2026
About NYSE:EQH
Equitable Holdings
Together with its consolidated subsidiaries, operates as a diversified financial services company worldwide.
Undervalued with high growth potential.
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