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EQH

Equitable Holdings NYSE:EQH Stock Report

Last Price

US$31.83

Market Cap

US$12.0b

7D

5.0%

1Y

7.3%

Updated

18 Aug, 2022

Data

Company Financials +
EQH fundamental analysis
Snowflake Score
Valuation6/6
Future Growth1/6
Past Performance3/6
Financial Health3/6
Dividends2/6

EQH Stock Overview

Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide.

Equitable Holdings, Inc. Competitors

Price History & Performance

Summary of all time highs, changes and price drops for Equitable Holdings
Historical stock prices
Current Share PriceUS$31.83
52 Week HighUS$37.13
52 Week LowUS$24.61
Beta1.47
1 Month Change20.80%
3 Month Change14.46%
1 Year Change7.28%
3 Year Change54.89%
5 Year Changen/a
Change since IPO56.49%

Recent News & Updates

Aug 17

Equitable Holdings acquires Penn Investment Advisors to expand wealth manager unit

Equitable Holdings (NYSE:EQH) on Wednesday has purchased Penn Investment Advisors, to expand its wealth management business, Equitable Advisors, which has $70.8B in assets under administration and 4.2K financial professionals. PIA, a Pennsylvania-based registered investment adviser and subsidiary of Penn Community Bank, has $600M in AUA and serves 950 clients. "We will continue to focus on growing organically and through strategic acquisitions as part of our robust growth strategy,” said David Karr, chairman of Equitable Advisors. As part of the deal, PIA President Christian Wagner, Chief Operating Officer Sean Schmid and the firm's team of financial advisors will join Equitable (EQH). They will keep providing wealth management and advisory services to PIA and Penn Community Bank clients. David Fleisher, co-head of Equitable Advisors’ Philadelphia market, will oversee the new venture. The acquisition, of which financial terms were not disclosed, is expected to close in Q4. Earlier this week, (August 16) KKR's Global Atlantic in $10B group annuity reinsurance pact with Equitable.

Jul 29

Equitable Holdings declares $0.20 dividend

Equitable Holdings (NYSE:EQH) declares $0.20/share quarterly dividend, in line with previous. Forward yield 2.81% Payable Aug. 15; for shareholders of record Aug. 8; ex-div Aug. 5. See EQH Dividend Scorecard, Yield Chart, & Dividend Growth.

Shareholder Returns

EQHUS Diversified FinancialUS Market
7D5.0%2.5%1.4%
1Y7.3%6.4%-8.4%

Return vs Industry: EQH exceeded the US Diversified Financial industry which returned 5.8% over the past year.

Return vs Market: EQH exceeded the US Market which returned -9% over the past year.

Price Volatility

Is EQH's price volatile compared to industry and market?
EQH volatility
EQH Average Weekly Movement4.6%
Diversified Financial Industry Average Movement6.2%
Market Average Movement7.6%
10% most volatile stocks in US Market17.1%
10% least volatile stocks in US Market3.1%

Stable Share Price: EQH is not significantly more volatile than the rest of US stocks over the past 3 months, typically moving +/- 5% a week.

Volatility Over Time: EQH's weekly volatility (5%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
185910,000Mark Pearsonhttps://www.equitableholdings.com

Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through four segments: Individual Retirement, Group Retirement, Investment Management and Research, and Protection Solutions. The Individual Retirement segment offers a suite of variable annuity products primarily to affluent and high net worth individuals.

Equitable Holdings, Inc. Fundamentals Summary

How do Equitable Holdings's earnings and revenue compare to its market cap?
EQH fundamental statistics
Market CapUS$11.96b
Earnings (TTM)US$3.15b
Revenue (TTM)US$12.97b

3.8x

P/E Ratio

0.9x

P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report
EQH income statement (TTM)
RevenueUS$12.97b
Cost of RevenueUS$4.02b
Gross ProfitUS$3.74b
Other ExpensesUS$594.00m
EarningsUS$3.15b

Last Reported Earnings

Jun 30, 2022

Next Earnings Date

n/a

Earnings per share (EPS)8.38
Gross Margin28.83%
Net Profit Margin24.26%
Debt/Equity Ratio71.3%

How did EQH perform over the long term?

See historical performance and comparison

Dividends

2.5%

Current Dividend Yield

10%

Payout Ratio