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 | 6/6 |
| Crescita futura | 5/6 |
| Prestazioni passate | 0/6 |
| Salute finanziaria | 2/6 |
| Dividendi | 2/6 |
Premi
Analisi del rischio
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$48.90 |
| Massimo di 52 settimane | US$55.15 |
| Minimo di 52 settimane | US$35.20 |
| Beta | 1.09 |
| Variazione di 1 mese | 1.88% |
| Variazione a 3 mesi | 14.84% |
| Variazione di 1 anno | -8.75% |
| Variazione a 3 anni | 76.34% |
| Variazione a 5 anni | 55.29% |
| Variazione dall'IPO | 140.41% |
Notizie e aggiornamenti recenti
Seeking Alpha • Aug 11
Equitable Holdings: Buybacks And Credit Resilience Make Shares Attractive
Summary Equitable Holdings remains a "Strong Buy," supported by robust financials, a favorable rate environment, and the upcoming Corebridge merger. EQH is on track for $1.8 billion cash generation and at least $4.30/share capital returns in 2026, with buybacks reducing share count by 8%. The CRBG merger is expected to deliver $550 million in cost synergies and ~10% EPS accretion by 2027, with minimal regulatory risk. Shares trade at just 7x earnings, with the merger and ongoing buybacks supporting multiple expansion toward the mid-$60s on $8+ run-rate EPS. Read the full article on Seeking Alpha
Aggiornamento narrativa • Aug 06
EQH: Corebridge Merger And Retirement Spreads Will Support Future Share Upside
Equitable Holdings has had its analyst price target raised to $61.00, with analysts citing factors such as revised operating earnings expectations, improved retirement spreads, and slightly higher target P/E multiples across recent research updates. Analyst Commentary Recent research on Equitable Holdings points to a cluster of higher price targets, with analysts focusing on earnings execution, valuation multiples, and the outlook for the retirement and life insurance businesses.Recent updates
Seeking Alpha • Aug 11
Equitable Holdings: Buybacks And Credit Resilience Make Shares Attractive
Summary Equitable Holdings remains a "Strong Buy," supported by robust financials, a favorable rate environment, and the upcoming Corebridge merger. EQH is on track for $1.8 billion cash generation and at least $4.30/share capital returns in 2026, with buybacks reducing share count by 8%. The CRBG merger is expected to deliver $550 million in cost synergies and ~10% EPS accretion by 2027, with minimal regulatory risk. Shares trade at just 7x earnings, with the merger and ongoing buybacks supporting multiple expansion toward the mid-$60s on $8+ run-rate EPS. Read the full article on Seeking AlphaAggiornamento narrativa • Aug 06
EQH: Corebridge Merger And Retirement Spreads Will Support Future Share Upside
Equitable Holdings has had its analyst price target raised to $61.00, with analysts citing factors such as revised operating earnings expectations, improved retirement spreads, and slightly higher target P/E multiples across recent research updates. Analyst Commentary Recent research on Equitable Holdings points to a cluster of higher price targets, with analysts focusing on earnings execution, valuation multiples, and the outlook for the retirement and life insurance businesses.Aggiornamento narrativa • Jul 10
EQH: Corebridge Merger Synergies And Sector Tailwinds Will Support Share Upside
Analysts have modestly lifted the blended price target for Equitable Holdings to about $60 per share from roughly $58, citing reduced private credit concerns for U.S. life insurers and a more supportive backdrop for annuity writers as key factors behind their updated assumptions. Analyst Commentary Recent Street research on Equitable Holdings highlights a generally constructive tone on the stock, with several price target adjustments clustered in the US$50 to high US$60 range.Aggiornamento narrativa • Jun 22
EQH: Corebridge Merger And Capital Returns Set To Support Share Upside
Analysts have nudged the Equitable Holdings fair value estimate higher in line with recent Street price target moves, including UBS lifting its target to $63 from $58, reflecting updated assumptions around discount rates, revenue growth and future P/E expectations. Analyst Commentary Street research around Equitable Holdings has been active, with several firms revisiting their assumptions on discount rates, growth expectations and target P/E multiples.Aggiornamento narrativa • Jun 04
EQH: Corebridge Merger And Cash Returns Will Drive Future Share Upside
Narrative Update on Equitable Holdings The analyst price target for Equitable Holdings has shifted modestly, with recent changes in discount rate, revenue growth and profit margin assumptions reflecting a mixed set of analyst views that incorporate both recent target increases of a few dollars and reductions of up to $8 across the Street. Analyst Commentary Recent Street research around Equitable Holdings reflects a split view, with a mix of price target increases, reductions and at least one ratings upgrade.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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.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 AlphaRendimenti per gli azionisti
| EQH | US Diversified Financial | US Mercato | |
|---|---|---|---|
| 7D | -7.9% | -0.3% | -1.5% |
| 1Y | -8.8% | -1.6% | 17.8% |
Ritorno vs Industria: EQH ha avuto una performance inferiore rispetto al US Diversified Financial che ha registrato un rendimento -1.6 % nell'ultimo anno.
Rendimento vs Mercato: EQH ha avuto una performance inferiore al mercato US che ha registrato un rendimento 17.8 % nell'ultimo anno.
Volatilità dei prezzi
| EQH volatility | |
|---|---|
| EQH Average Weekly Movement | 4.6% |
| Diversified Financial Industry Average Movement | 6.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 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 | 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$13.35b |
| Utili (TTM) | -US$982.00m |
| Ricavi(TTM) | US$10.62b |
1.3x
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$10.62b |
| Costo del fatturato | US$4.73b |
| Profitto lordo | US$1.36b |
| Altre spese | US$2.34b |
| Utili | -US$982.00m |
Ultimi utili riportati
Jun 30, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | -3.60 |
| Margine lordo | 12.77% |
| Margine di profitto netto | -9.25% |
| Rapporto debito/patrimonio netto | 586.1% |
Come si è comportato EQH nel lungo periodo?
Vedi performance storica e confrontoDividendi
2.5%
Rendimento attuale del dividendo-33%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/23 16:31 |
| Prezzo dell'azione a fine giornata | 2026/08/21 00:00 |
| Utili | 2026/06/30 |
| 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 delle guide su come utilizzare i nostri report e dei 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 21 analisti. 7 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 |
| Jack Matten | BMO Capital Markets Equity Research |