EQH.PR.A Stock Overview
Together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 4/6 |
| Past Performance | 2/6 |
| Financial Health | 4/6 |
| Dividends | 3/6 |
Rewards
Risk Analysis
No risks detected for EQH.PR.A from our risk checks.
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Equitable Holdings, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$21.15 |
| 52 Week High | US$23.88 |
| 52 Week Low | US$20.06 |
| Beta | 1.39 |
| 1 Month Change | -1.17% |
| 3 Month Change | -4.30% |
| 1 Year Change | -5.71% |
| 3 Year Change | -11.28% |
| 5 Year Change | -9.73% |
| Change since IPO | -14.96% |
Recent News & Updates
Recent updates
Shareholder Returns
| EQH.PR.A | US Diversified Financial | US Market | |
|---|---|---|---|
| 7D | -1.4% | -1.6% | -3.1% |
| 1Y | -5.7% | 20.9% | 13.1% |
Return vs Industry: EQH.PR.A underperformed the US Diversified Financial industry which returned 20.9% over the past year.
Return vs Market: EQH.PR.A underperformed the US Market which returned 13.1% over the past year.
Price Volatility
| EQH.PR.A volatility | |
|---|---|
| EQH.PR.A Average Weekly Movement | 1.9% |
| Diversified Financial Industry Average Movement | 5.0% |
| Market Average Movement | 6.2% |
| 10% most volatile stocks in US Market | 17.2% |
| 10% least volatile stocks in US Market | 3.2% |
Stable Share Price: EQH.PR.A has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: EQH.PR.A's weekly volatility (2%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1859 | 8,000 | 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, Asset Management, Protection Solutions, Wealth Management, and Legacy. The Individual Retirement variable annuity products, including structured capital strategies, retirement cornerstone, and investment edge primarily to affluent and high net worth individuals.
Equitable Holdings, Inc. Fundamentals Summary
| EQH.PR.A fundamental statistics | |
|---|---|
| Market cap | US$15.81b |
| Earnings (TTM) | US$1.23b |
| Revenue (TTM) | US$12.76b |
13.1x
P/E Ratio1.3x
P/S RatioIs EQH.PR.A overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| EQH.PR.A income statement (TTM) | |
|---|---|
| Revenue | US$12.76b |
| Cost of Revenue | US$4.34b |
| Gross Profit | US$4.48b |
| Other Expenses | US$3.25b |
| Earnings | US$1.23b |
Last Reported Earnings
Dec 31, 2024
Next Earnings Date
n/a
| Earnings per share (EPS) | 3.99 |
| Gross Margin | 35.12% |
| Net Profit Margin | 9.62% |
| Debt/Equity Ratio | 170.6% |
How did EQH.PR.A perform over the long term?
See historical performance and comparisonDividends
1.8%
Current Dividend Yield25%
Payout RatioDoes EQH.PR.A pay a reliable dividends?
See EQH.PR.A dividend history and benchmarks| Equitable Holdings dividend dates | |
|---|---|
| Ex Dividend Date | Mar 04 2025 |
| Dividend Pay Date | Mar 17 2025 |
| Days until Ex dividend | 2 days |
| Days until Dividend pay date | 11 days |
Does EQH.PR.A pay a reliable dividends?
See EQH.PR.A dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/03/05 03:55 |
| End of Day Share Price | 2025/03/05 00:00 |
| Earnings | 2024/12/31 |
| Annual Earnings | 2024/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Equitable Holdings, Inc. is covered by 19 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Tracy Dolin-Benguigui | Barclays |
| Alex Scott | Barclays |
| Tracy Dolin-Benguigui | Barclays |