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Equitable Holdings, Inc. (EQH)

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42.11 -0.36 (-0.85%)
At close: September 20 at 4:00 PM EDT
42.11 0.00 (0.00%)
After hours: September 20 at 5:29 PM EDT
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DELL
  • Previous Close 42.47
  • Open 42.47
  • Bid 35.76 x 1200
  • Ask 67.56 x 900
  • Day's Range 41.86 - 42.42
  • 52 Week Range 24.65 - 44.50
  • Volume 5,462,624
  • Avg. Volume 2,232,074
  • Market Cap (intraday) 13.345B
  • Beta (5Y Monthly) 1.41
  • PE Ratio (TTM) 16.78
  • EPS (TTM) 2.51
  • Earnings Date Oct 29, 2024 - Nov 4, 2024
  • Forward Dividend & Yield 0.96 (2.28%)
  • Ex-Dividend Date Aug 6, 2024
  • 1y Target Est 48.40

Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through six segments: Individual Retirement, Group Retirement, Investment Management and Research, Protection Solutions, Wealth Management, and Legacy. The Individual Retirement segment offers a suite of variable annuity products primarily to affluent and high net worth individuals. The Group Retirement segment provides tax-deferred investment and retirement services or products to plans sponsored by educational entities, municipalities, and not-for-profit entities, as well as small and medium-sized businesses. The Investment Management and Research segment offers diversified investment management, research, and related services to various clients through institutional. The Protection Solutions segment provides life insurance products, such as VUL insurance and IUL insurance, term life, and employee benefits business, such as dental, vision, life, as well as short- and long-term disability insurance products to small and medium-sized businesses. The Wealth Management segment offers discretionary and non-discretionary investment advisory accounts, financial planning and advice, life insurance, and annuity products. The Legacy segment consists of the capital intensive fixed-rate GMxB business that includes ROP death benefits. The company was formerly known as AXA Equitable Holdings, Inc. and changed its name to Equitable Holdings, Inc. in January 2020. Equitable Holdings, Inc. was founded in 1859 and is based in New York, New York.

www.equitableholdings.com

8,500

Full Time Employees

December 31

Fiscal Year Ends

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Performance Overview: EQH

Trailing total returns as of 9/20/2024, which may include dividends or other distributions. Benchmark is

.

YTD Return

EQH
28.84%
S&P 500
19.55%

1-Year Return

EQH
48.66%
S&P 500
28.32%

3-Year Return

EQH
56.52%
S&P 500
28.64%

5-Year Return

EQH
117.14%
S&P 500
89.66%

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Statistics: EQH

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Valuation Measures

Annual
As of 9/20/2024
  • Market Cap

    13.35B

  • Enterprise Value

    10.95B

  • Trailing P/E

    16.78

  • Forward P/E

    5.93

  • PEG Ratio (5yr expected)

    --

  • Price/Sales (ttm)

    1.23

  • Price/Book (mrq)

    162.75

  • Enterprise Value/Revenue

    0.95

  • Enterprise Value/EBITDA

    --

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    7.88%

  • Return on Assets (ttm)

    0.41%

  • Return on Equity (ttm)

    25.88%

  • Revenue (ttm)

    11.52B

  • Net Income Avi to Common (ttm)

    828M

  • Diluted EPS (ttm)

    2.51

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    11.85B

  • Total Debt/Equity (mrq)

    127.92%

  • Levered Free Cash Flow (ttm)

    7.34B

Research Analysis: EQH

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