| Snowflake Score | |
|---|---|
| Valuation | 6/6 |
| Future Growth | 1/6 |
| Past Performance | 3/6 |
| Financial Health | 3/6 |
| Dividends | 2/6 |
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
| Historical stock prices | |
|---|---|
| Current Share Price | US$31.83 |
| 52 Week High | US$37.13 |
| 52 Week Low | US$24.61 |
| Beta | 1.47 |
| 1 Month Change | 20.80% |
| 3 Month Change | 14.46% |
| 1 Year Change | 7.28% |
| 3 Year Change | 54.89% |
| 5 Year Change | n/a |
| Change since IPO | 56.49% |
Recent News & Updates
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.
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
| EQH | US Diversified Financial | US Market | |
|---|---|---|---|
| 7D | 5.0% | 2.5% | 1.4% |
| 1Y | 7.3% | 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
| EQH volatility | |
|---|---|
| EQH Average Weekly Movement | 4.6% |
| Diversified Financial Industry Average Movement | 6.2% |
| Market Average Movement | 7.6% |
| 10% most volatile stocks in US Market | 17.1% |
| 10% least volatile stocks in US Market | 3.1% |
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
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1859 | 10,000 | Mark Pearson | https://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
| EQH fundamental statistics | |
|---|---|
| Market Cap | US$11.96b |
| Earnings (TTM) | US$3.15b |
| Revenue (TTM) | US$12.97b |
3.8x
P/E Ratio0.9x
P/S RatioIs EQH overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| EQH income statement (TTM) | |
|---|---|
| Revenue | US$12.97b |
| Cost of Revenue | US$4.02b |
| Gross Profit | US$3.74b |
| Other Expenses | US$594.00m |
| Earnings | US$3.15b |
Last Reported Earnings
Jun 30, 2022
Next Earnings Date
n/a
| Earnings per share (EPS) | 8.38 |
| Gross Margin | 28.83% |
| Net Profit Margin | 24.26% |
| Debt/Equity Ratio | 71.3% |
How did EQH perform over the long term?
See historical performance and comparison