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Equitable Holdings, Inc. (EQH-PA)

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22.85 -0.23 (-1.00%)
At close: October 23 at 4:00 PM EDT
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DELL
  • Previous Close 23.08
  • Open 23.03
  • Bid --
  • Ask --
  • Day's Range 22.73 - 23.00
  • 52 Week Range 17.64 - 23.88
  • Volume 29,658
  • Avg. Volume 38,353
  • Market Cap (intraday) --
  • Beta (5Y Monthly) 1.41
  • PE Ratio (TTM) 6.02
  • EPS (TTM) 3.80
  • Earnings Date Nov 4, 2024
  • Forward Dividend & Yield 1.31 (5.69%)
  • Ex-Dividend Date Sep 4, 2024
  • 1y Target Est --

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-PA

Trailing total returns as of 10/23/2024, which may include dividends or other distributions. Benchmark is

.

YTD Return

EQH-PA
11.97%
S&P 500
21.54%

1-Year Return

EQH-PA
34.83%
S&P 500
37.24%

3-Year Return

EQH-PA
2.74%
S&P 500
27.56%

5-Year Return

EQH-PA
8.23%
S&P 500
86.80%

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Statistics: EQH-PA

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Valuation Measures

Annual
As of
  • Market Cap

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  • Enterprise Value

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  • Trailing P/E

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  • Forward P/E

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  • PEG Ratio (5yr expected)

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  • Price/Sales (ttm)

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  • Price/Book (mrq)

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  • Enterprise Value/Revenue

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  • Enterprise Value/EBITDA

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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)

    3.80

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    11.85B

  • Total Debt/Equity (mrq)

    127.92%

  • Levered Free Cash Flow (ttm)

    7.34B

Company Insights: EQH-PA

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