Equitable Holdings (EQH) Panoramica del titolo
Equitable Holdings, Inc. insieme alle sue controllate consolidate, opera come società di servizi finanziari diversificati in tutto il mondo. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 4/6 |
| Crescita futura | 5/6 |
| Prestazioni passate | 0/6 |
| Salute finanziaria | 2/6 |
| Dividendi | 2/6 |
EQH Community Fair Values
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Analyst Price Targets
Concorrenti di Equitable Holdings, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$42.58 |
| Massimo di 52 settimane | US$56.61 |
| Minimo di 52 settimane | US$35.20 |
| Beta | 1.13 |
| Variazione di 1 mese | 3.60% |
| Variazione a 3 mesi | 5.89% |
| Variazione di 1 anno | -17.80% |
| Variazione a 3 anni | 67.51% |
| Variazione a 5 anni | 34.11% |
| Variazione dall'IPO | 109.34% |
Notizie e aggiornamenti recenti
Aggiornamento della narrazione • May 21
EQH: Post Merger Share Repurchases And Capital Returns Will Support Future Upside
Narrative Update: Equitable Holdings Price Target Shift Analysts have adjusted the implied fair value estimate for Equitable Holdings by about $0.54 to $57.92, reflecting updated assumptions around revenue growth, profit margins, and future P/E, alongside mixed but active Street price target revisions across firms covering the stock. Analyst Commentary Recent Street research on Equitable Holdings reflects an active mix of price target changes and rating actions.Seeking Alpha • May 20
Equitable Holdings Is A Hold, Expecting Successful Integration With Corebridge After Merger
Summary Equitable Holdings receives a modest buy rating, supported by organic growth and the anticipated Corebridge Financial merger, valued at $22B. Post-merger, EQH expects scalability to drive upside, with management projecting at least 10% EPS accretion on a run-rate basis by year-end 2028. Both EQH and CRBG exhibit lumpy earnings and revenue trends, with the merger aiming to stabilize and enhance earnings growth and cash generation. Key risks include integration and execution challenges, but EQH's core businesses and positive Q1 results provide a solid foundation for future growth. Read the full article on Seeking AlphaRecent updates
Aggiornamento della narrazione • May 21
EQH: Post Merger Share Repurchases And Capital Returns Will Support Future Upside
Narrative Update: Equitable Holdings Price Target Shift Analysts have adjusted the implied fair value estimate for Equitable Holdings by about $0.54 to $57.92, reflecting updated assumptions around revenue growth, profit margins, and future P/E, alongside mixed but active Street price target revisions across firms covering the stock. Analyst Commentary Recent Street research on Equitable Holdings reflects an active mix of price target changes and rating actions.Seeking Alpha • May 20
Equitable Holdings Is A Hold, Expecting Successful Integration With Corebridge After Merger
Summary Equitable Holdings receives a modest buy rating, supported by organic growth and the anticipated Corebridge Financial merger, valued at $22B. Post-merger, EQH expects scalability to drive upside, with management projecting at least 10% EPS accretion on a run-rate basis by year-end 2028. Both EQH and CRBG exhibit lumpy earnings and revenue trends, with the merger aiming to stabilize and enhance earnings growth and cash generation. Key risks include integration and execution challenges, but EQH's core businesses and positive Q1 results provide a solid foundation for future growth. Read the full article on Seeking AlphaAggiornamento della narrazione • May 05
EQH: Post Merger Cash Returns And Buybacks Will Drive Future Upside
Analysts made a small adjustment to the $57.46 price target on Equitable Holdings to $57.38, reflecting a mix of recent target raises and cuts across firms as they refine discount rate, growth, margin and forward P/E assumptions. Analyst Commentary Recent research on Equitable Holdings shows a mix of optimism and caution as analysts revise their models, reset price targets and, in some cases, refresh ratings across the life and annuity space.Aggiornamento della narrazione • Apr 19
EQH: Cash Generation And Capital Management Will Drive Post Merger Upside Potential
Analyst price targets for Equitable Holdings have been trimmed to about $57 from roughly $61, as analysts adjust fair value estimates, revenue growth assumptions, profit margin expectations, and future P/E multiples in light of a recent mix of target cuts and rating updates across the Street. Analyst Commentary Recent Street research on Equitable Holdings reflects a mix of optimism on execution and business quality, alongside more cautious views on valuation and earnings power.Aggiornamento della narrazione • Apr 05
EQH: Cash Generation And Capital Management Will Support Future Upside Potential
Analysts have adjusted the price target framework for Equitable Holdings, with the internal fair value estimate moving by about $0.50 to $60.92 as they factor in updated profit margin assumptions, slightly higher discount rates, and refined forward P/E expectations based on recent Street target revisions across the life and annuity group. Analyst Commentary Recent Street research around Equitable Holdings centers on fine tuning price targets, with several firms adjusting their models for updated earnings plans, sector level valuation work, and new long term EPS frameworks.Aggiornamento della narrazione • Mar 22
EQH: Capital Returns And Cash Generation Will Underpin Future Upside Potential
Analyst price targets for Equitable Holdings have been reset modestly lower, with cuts ranging from $1 to $5, as analysts factor in updated EPS frameworks out to 2027 and 2028, evolving sector valuation pressures in life and annuity names, and a more measured industry outlook that still acknowledges capital strength and cash generation. Analyst Commentary Recent research updates show a cluster of modest price target trims, paired with generally positive fundamental views on Equitable Holdings and the broader life and annuity group.Aggiornamento della narrazione • Mar 07
EQH: Capital Returns Will Support Future Upside Despite Sector Headwinds
Analysts are trimming their price targets on Equitable Holdings, with the updated blended fair value easing to about $60 from roughly $61.50 as they factor in higher discount rates, modestly adjusted long term earnings assumptions, and sector wide valuation pressure on life insurers. Analyst Commentary Recent Street research on Equitable Holdings points to a reset in expectations rather than a change in the overall positive stance.Aggiornamento della narrazione • Feb 21
EQH: Capital Strength And Buybacks Will Support Upside Despite Model Headwinds
Narrative Update on Equitable Holdings The consensus analyst price target for Equitable Holdings has been trimmed by $0.50, reflecting a series of modest target reductions as analysts update their models around discount rates, profitability assumptions, and sector level views on life insurers. Analyst Commentary Recent research updates show several price target trims clustered over a short period, but most firms are maintaining positive ratings while fine tuning their expectations for Equitable Holdings.Aggiornamento della narrazione • Feb 06
EQH: Capital Strength And Cash Flow Will Support Upside Despite Modest Model Resets
Analysts have reduced their average price target on Equitable Holdings by about $0.33 to roughly $62.00. This reflects a series of modest target cuts as they refresh models around capital strength, cash flow, and sector-specific earnings drivers ahead of upcoming results.Aggiornamento della narrazione • Jan 22
EQH: Share Repurchases And Capital Strength Will Support Future Returns
Analysts have trimmed their average price target on Equitable Holdings by about US$2, citing refreshed models that reflect slightly lower revenue growth assumptions, a modestly higher discount rate, and updated views on profitability and future P/E multiples. Analyst Commentary Recent research updates on Equitable Holdings cluster around slightly lower price targets, but most still maintain constructive views on the business and sector.Aggiornamento della narrazione • Jan 07
EQH: Strong Life Earnings And Buybacks Will Support Future Share Price
Analysts have trimmed their price target on Equitable Holdings to $59 from $61, reflecting refreshed insurance sector models after Q3 earnings. Updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E are now incorporated into their view.Aggiornamento della narrazione • Dec 14
EQH: Life Insurance Earnings Strength Will Support Future Share Price Recovery
Analysts have modestly reduced their price target on Equitable Holdings to $59 from $61, reflecting updated sector models that factor in solid life insurance earnings but a more cautious outlook for the broader insurance cycle. Analyst Commentary Recent Street research highlights a balanced view on Equitable Holdings, with modest target reductions offset by constructive long term growth expectations within life insurance.Aggiornamento della narrazione • Nov 27
EQH: Life Insurance Earnings Strength Will Drive Share Price Recovery Ahead
Analysts have modestly decreased their consensus price target for Equitable Holdings by $0.33 to $64.17, citing updated sector models and more cautious expectations regarding future earnings growth and industry cycle dynamics. Analyst Commentary Recent research updates on Equitable Holdings reflect a mix of optimism and caution from analysts assessing the company's positioning, sector dynamics, and future growth trajectory.Aggiornamento della narrazione • Nov 13
EQH: Higher Revenue Momentum Will Support Policy Expansion And Cash Flow Stability
Analysts have lowered their price target for Equitable Holdings from $65.27 to $64.50. They cited higher projected revenue growth, but this is tempered by slightly reduced profit margins and valuation metrics.Articolo di analisi • Nov 07
Equitable Holdings, Inc. Just Reported A Surprise Loss: Here's What Analysts Think Will Happen Next
Equitable Holdings, Inc. ( NYSE:EQH ) shareholders are probably feeling a little disappointed, since its shares fell...Aggiornamento della narrazione • Sep 17
Aging Population Trends Will Expand Retirement Solutions
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.Articolo di analisi • Aug 15
Earnings Miss: Equitable Holdings, Inc. Missed EPS And Analysts Are Revising Their Forecasts
It's been a good week for Equitable Holdings, Inc. ( NYSE:EQH ) shareholders, because the company has just released its...Seeking Alpha • Mar 05
Equitable Holdings: Transformative Actions Support More Upside
Summary Equitable Holdings has shown strong performance, gaining over 60% in the past year, driven by its transformation and robust capital position. The reinsurance deal with RGA frees up $2 billion of capital, enhancing EQH's ability to buy back stock and invest in higher-return segments. EQH's ongoing shift towards fee-based businesses like wealth and asset management improves earnings quality and facilitates easier capital returns to investors. With $1.4 billion in annual capital returns and an 8.75% capital return yield, EQH shares offer potential for over 12% returns, making it a buy. Read the full article on Seeking AlphaSeeking Alpha • Nov 12
Equitable Holdings: Business Transformation Continues To Deliver Solid Results
Summary Equitable Holdings has performed excellently, gaining over 80% this year, supported by strong capital returns and favorable macro conditions. EQH benefits from strong fee growth, a favorable interest rate environment, and high retail demand for annuities, driving robust net inflows and wider spreads. EQH's wealth management unit shows strong organic growth with a 25% earnings jump, aided by a market that has reached new highs. With a 9-10% capital return yield and ongoing share buybacks, EQH remains a buy, though future returns may moderate to around 10%. Read the full article on Seeking Alpha
Nuova narrazione • Aug 22
Strategic Growth In Wealth And Asset Management Boosts Earnings And Diversifies Income Streams
Expansion into in-plan annuities and strategic alliances like with BlackRock LifePath Paycheck aims to diversify income sources and access new markets.Seeking Alpha • Aug 15
Equitable Holdings: Preferred Dividends Are Safe, But Too Low (Rating Downgrade)
Summary Equitable Holdings is a financial services and insurance company with over 160 years of history. Second quarter earnings results show revenue growth driven by investment management and asset appreciation. Concerns with leverage and fixed income securities pricing led to a downgrade of Equitable Holdings' preferred shares to a hold. Read the full article on Seeking AlphaSeeking Alpha • Aug 08
Equitable Holdings: Improved Business Mix Should Reduce Market Sensitivity
Summary Equitable Holdings shares have gained 31% over the past year, but recent market turmoil caused a 12% pullback, given its legacy annuity exposure. Equitable's pivot towards less risky products has led to strong earnings growth, particularly in spread-based products like index-linked annuities. Despite recent market volatility, Equitable's strong capital position, buybacks, and BlackRock partnership position it for continued growth and a potential 20% upside in share price. Read the full article on Seeking AlphaRendimenti per gli azionisti
| EQH | US Diversified Financial | US Mercato | |
|---|---|---|---|
| 7D | 0% | 0.7% | 1.1% |
| 1Y | -17.8% | -8.6% | 28.7% |
Ritorno vs Industria: EQH ha avuto una performance inferiore rispetto al US Diversified Financial che ha registrato un rendimento -8.6 % nell'ultimo anno.
Rendimento vs Mercato: EQH ha avuto una performance inferiore al mercato US che ha registrato un rendimento 28.7 % nell'ultimo anno.
Volatilità dei prezzi
| EQH volatility | |
|---|---|
| EQH Average Weekly Movement | 5.4% |
| Diversified Financial Industry Average Movement | 6.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.5% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: EQH non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 5% ) di EQH è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1859 | 8,000 | Mark Pearson | www.ir.equitableholdings.com |
Equitable Holdings, Inc. insieme alle sue controllate consolidate, opera come società di servizi finanziari diversificati a livello mondiale. La società opera attraverso sei segmenti: Previdenza individuale, Previdenza collettiva, Gestione patrimoniale, Soluzioni di protezione, Gestione patrimoniale e Legacy. Il segmento Pensionamento individuale offre prodotti di rendita variabile, tra cui strategie di capitale strutturate, cornerstone per il pensionamento e investment edge, destinati principalmente a persone benestanti e con un patrimonio netto elevato.
Equitable Holdings, Inc. Riepilogo dei fondamenti
| EQH statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$11.99b |
| Utili (TTM) | -US$883.00m |
| Ricavi(TTM) | US$11.32b |
1.1x
Rapporto P/S-13.6x
Rapporto P/EEQH è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| EQH Conto economico (TTM) | |
|---|---|
| Ricavi | US$11.32b |
| Costo del fatturato | US$4.61b |
| Profitto lordo | US$1.49b |
| Altre spese | US$2.38b |
| Utili | -US$883.00m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | -3.14 |
| Margine lordo | 13.19% |
| Margine di profitto netto | -7.80% |
| Rapporto debito/patrimonio netto | 321.2% |
Come si è comportato EQH nel lungo periodo?
Vedi performance storica e confrontoDividendi
2.5%
Rendimento attuale del dividendo-0.9903%
Rapporto di remunerazioneEQH paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di EQH| Equitable Holdings date dei dividendi | |
|---|---|
| Data di stacco del dividendo | Jun 01 2026 |
| Data di pagamento dei dividendi | Jun 08 2026 |
| Giorni fino al dividendo Ex | 8 days |
| Giorni prima della data di pagamento dei dividendi | 15 days |
EQH paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di EQHAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/24 06:32 |
| Prezzo dell'azione a fine giornata | 2026/05/22 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Equitable Holdings, Inc. è coperta da 23 analisti. 8 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Tracy Dolin-Benguigui | Barclays |
| Taylor Scott | Barclays |
| Tracy Dolin-Benguigui | Barclays |