Update shared on17 Sep 2025
Fair value Decreased 0.65%Analysts remain broadly positive on Equitable Holdings due to strong distributable earnings, robust capital returns, and sector tailwinds, though the consensus price target was revised slightly lower from $65.70 to $65.27.
Analyst Commentary
- Bullish analysts see sector-wide tailwinds for life insurance companies, contrasting with more cautious views on reinsurance due to rising costs of capital.
- Improved underlying underwriting margins and expectations for sustained net investment income support higher valuations across life insurance peers.
- Equitable Holdings is viewed positively due to its strong distributable earnings and attractive capital return profile, supporting an Outperform recommendation.
- Recent price target increases reflect confidence in Equitable's business fundamentals, including organic growth and disciplined capital management.
- Incremental price target adjustments by major brokers like Morgan Stanley signal continued optimism for upside potential based on improving sector sentiment.
What's in the News
- Equitable Holdings will redeem all outstanding Series B Depositary Shares at $1,000 per share plus accrued dividends, with Computershare Trust Company as redemption agent.
- The company provided new guidance, expecting EPS growth to improve in the second half of 2025 and to return to 12%–15% in 2026, versus a 10-quarter average of 11%.
- Repurchased 4.77 million shares (1.56%) for $246.85 million in the last quarter, completing buyback of nearly 10% of shares for $1.43 billion under the current program.
- Equitable integrated Employee Navigator’s Plan Build API into its EB360 benefits platform, significantly improving broker onboarding speed and satisfaction, with high adoption and positive feedback reported.
Valuation Changes
Summary of Valuation Changes for Equitable Holdings
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $65.70 to $65.27.
- The Future P/E for Equitable Holdings remained effectively unchanged, moving only marginally from 9.53x to 9.47x.
- The Discount Rate for Equitable Holdings remained effectively unchanged, moving only marginally from 8.38% to 8.37%.
Disclaimer
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