EQH Stock Overview
Together with its consolidated subsidiaries, operates as a diversified financial services company worldwide.
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 4/6 |
| Past Performance | 2/6 |
| Financial Health | 3/6 |
| Dividends | 2/6 |
Equitable Holdings, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$40.24 |
| 52 Week High | US$40.74 |
| 52 Week Low | US$24.23 |
| Beta | 1.39 |
| 1 Month Change | 12.94% |
| 3 Month Change | 17.63% |
| 1 Year Change | 61.41% |
| 3 Year Change | 21.83% |
| 5 Year Change | 91.89% |
| Change since IPO | 97.84% |
Recent News & Updates
Equitable Holdings: Strong Capital Returns Create Upside Potential
May 13Equitable Holdings, Inc. (NYSE:EQH) Doing What It Can To Lift Shares
Apr 22
Recent updates
Equitable Holdings: Strong Capital Returns Create Upside Potential
May 13Equitable Holdings, Inc. (NYSE:EQH) Doing What It Can To Lift Shares
Apr 22Investors Holding Back On Equitable Holdings, Inc. (NYSE:EQH)
Dec 18Equitable Holdings: Improving Business Mix Creates Upside Potential
Dec 08Equitable Holdings: Undervalued Against Sector Averages With A Great Dividend
Aug 20Equitable Holdings' (NYSE:EQH) Dividend Will Be Increased To $0.22
May 28Equitable Holdings declares $0.20 dividend
Feb 15Equitable Holdings Q4 2022 Earnings Preview
Feb 07RBC downgrades Equitable Holdings on valuation, macro headwinds
Dec 06Equitable Holdings Non-GAAP EPS of $1.28 beats by $0.18, revenue of $3.0B misses by $130M
Nov 02Equitable Holdings acquires Penn Investment Advisors to expand wealth manager unit
Aug 17Equitable Holdings declares $0.20 dividend
Jul 29Equitable Holdings unit charged with fraud by US SEC
Jul 18Equitable Holdings (NYSE:EQH) Is Due To Pay A Dividend Of US$0.18
Feb 20Shareholder Returns
| EQH | US Diversified Financial | US Market | |
|---|---|---|---|
| 7D | 1.5% | 1.2% | 2.3% |
| 1Y | 61.4% | 23.3% | 26.8% |
Return vs Industry: EQH exceeded the US Diversified Financial industry which returned 23.3% over the past year.
Return vs Market: EQH exceeded the US Market which returned 26.8% over the past year.
Price Volatility
| EQH volatility | |
|---|---|
| EQH Average Weekly Movement | 2.8% |
| Diversified Financial Industry Average Movement | 4.9% |
| Market Average Movement | 6.0% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 2.8% |
Stable Share Price: EQH has not had significant price volatility in the past 3 months.
Volatility Over Time: EQH's weekly volatility (3%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1859 | 10,700 | Mark Pearson | www.equitableholdings.com |
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.
Equitable Holdings, Inc. Fundamentals Summary
| EQH fundamental statistics | |
|---|---|
| Market cap | US$13.17b |
| Earnings (TTM) | US$1.16b |
| Revenue (TTM) | US$10.39b |
11.3x
P/E Ratio1.3x
P/S RatioIs EQH overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| EQH income statement (TTM) | |
|---|---|
| Revenue | US$10.39b |
| Cost of Revenue | US$4.01b |
| Gross Profit | US$3.68b |
| Other Expenses | US$2.53b |
| Earnings | US$1.16b |
Last Reported Earnings
Mar 31, 2024
Next Earnings Date
n/a
| Earnings per share (EPS) | 3.56 |
| Gross Margin | 35.46% |
| Net Profit Margin | 11.16% |
| Debt/Equity Ratio | 116.9% |
How did EQH perform over the long term?
See historical performance and comparison