Equitable Holdings (EQH) Aandelenoverzicht
Equitable Holdings, Inc. is, samen met haar geconsolideerde dochterondernemingen, wereldwijd actief als gediversifieerde financiële dienstverlener. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 4/6 |
| Toekomstige groei | 5/6 |
| Prestaties in het verleden | 0/6 |
| Financiële gezondheid | 2/6 |
| Dividenden | 2/6 |
Beloningen
Risicoanalyse
EQH Community Fair Values
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Analyst Price Targets
Equitable Holdings, Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$45.50 |
| 52 Week Hoogtepunt | US$56.61 |
| 52 Week Laag | US$35.20 |
| Bèta | 1.11 |
| 1 maand verandering | 6.36% |
| 3 maanden verandering | 22.18% |
| 1 Jaar Verandering | -13.94% |
| 3 jaar verandering | 73.53% |
| 5 jaar verandering | 50.91% |
| Verandering sinds IPO | 123.70% |
Recent nieuws en updates
Narratiefupdate • 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.Narratiefupdate • 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.Recent updates
Narratiefupdate • 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.Narratiefupdate • 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 AlphaNarratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Analyseartikel • 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
Nieuw narratief • 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.Rendement voor aandeelhouders
| EQH | US Diversified Financial | US Markt | |
|---|---|---|---|
| 7D | 8.6% | 2.0% | 2.0% |
| 1Y | -13.9% | -6.1% | 23.3% |
Rendement versus industrie: EQH presteerde slechter dan de US Diversified Financial -sector, die het afgelopen jaar een rendement van -6.1 % opleverde.
Rendement versus markt: EQH presteerde slechter dan US Market, dat het afgelopen jaar een rendement van 23.3 % opleverde.
Prijsvolatiliteit
| EQH volatility | |
|---|---|
| EQH Average Weekly Movement | 5.3% |
| Diversified Financial Industry Average Movement | 5.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiele aandelenkoers: EQH heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 5% ) van EQH is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1859 | 8,000 | Mark Pearson | ir.equitableholdings.com |
Equitable Holdings, Inc. is, samen met haar geconsolideerde dochterondernemingen, wereldwijd actief als gediversifieerde financiële dienstverlener. Het bedrijf is actief in zes segmenten: Individual Retirement, Group Retirement, Asset Management, Protection Solutions, Wealth Management en Legacy. Individual Retirement biedt variabele lijfrenteproducten aan, waaronder gestructureerde kapitaalstrategieën, Pension Cornerstone en Investment Edge, voornamelijk aan vermogende en zeer vermogende particulieren.
Equitable Holdings, Inc. Samenvatting
| EQH fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$12.75b |
| Inkomsten(TTM) | -US$883.00m |
| Inkomsten(TTM) | US$11.32b |
1.1x
P/S-verhouding-14.5x
Koers/WinstverhoudingIs EQH overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| EQH resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$11.32b |
| Kosten van inkomsten | US$4.61b |
| Brutowinst | US$1.49b |
| Overige uitgaven | US$2.38b |
| Inkomsten | -US$883.00m |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | -3.14 |
| Brutomarge | 13.19% |
| Nettowinstmarge | -7.80% |
| Schuld/Eigen Vermogen Verhouding | 321.2% |
Hoe presteerde EQH op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
2.4%
Huidig dividendrendement-27%
UitbetalingsratioBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/06/17 18:10 |
| Aandelenkoers aan het einde van de dag | 2026/06/17 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Equitable Holdings, Inc. wordt gevolgd door 21 analisten. 9 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Tracy Dolin-Benguigui | Barclays |
| Taylor Scott | Barclays |
| Jack Matten | BMO Capital Markets Equity Research |