EQH Stock Overview
Together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. More details
| Snowflake Score | |
|---|---|
| Valuation | 3/6 |
| Future Growth | 5/6 |
| Past Performance | 0/6 |
| Financial Health | 4/6 |
| Dividends | 2/6 |
My Notes
Capture your thoughts, links and company narrative
Community Narratives
Create a narrativeNarratives bring a range of perspectives from our community.
Equitable Holdings, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$46.52 |
| 52 Week High | US$50.51 |
| 52 Week Low | US$31.76 |
| Beta | 1.38 |
| 1 Month Change | -0.45% |
| 3 Month Change | 10.47% |
| 1 Year Change | 40.12% |
| 3 Year Change | 41.14% |
| 5 Year Change | 89.11% |
| Change since IPO | 128.71% |
Recent News & Updates
Recent updates
Equitable Holdings: Business Transformation Continues To Deliver Solid Results
Nov 12Equitable Holdings, Inc. Reported A Surprise Loss, And Analysts Have Updated Their Forecasts
Nov 07
Fewer Investors Than Expected Jumping On Equitable Holdings, Inc. (NYSE:EQH)
Sep 05Equitable Holdings: Preferred Dividends Are Safe, But Too Low (Rating Downgrade)
Aug 15Equitable Holdings: Improved Business Mix Should Reduce Market Sensitivity
Aug 08Equitable Holdings (NYSE:EQH) Has Announced That It Will Be Increasing Its Dividend To $0.24
May 26Equitable Holdings: Strong Capital Returns Create Upside Potential
May 13Equitable Holdings, Inc. (NYSE:EQH) Doing What It Can To Lift Shares
Apr 22Equitable Holdings: Improving Business Mix Creates Upside Potential
Dec 08Equitable Holdings: Undervalued Against Sector Averages With A Great Dividend
Aug 20Equitable Holdings declares $0.20 dividend
Feb 15Equitable Holdings Q4 2022 Earnings Preview
Feb 07RBC downgrades Equitable Holdings on valuation, macro headwinds
Dec 06Equitable Holdings Non-GAAP EPS of $1.28 beats by $0.18, revenue of $3.0B misses by $130M
Nov 02Equitable Holdings acquires Penn Investment Advisors to expand wealth manager unit
Aug 17Equitable Holdings declares $0.20 dividend
Jul 29Shareholder Returns
| EQH | US Diversified Financial | US Market | |
|---|---|---|---|
| 7D | -2.0% | -2.1% | -3.5% |
| 1Y | 40.1% | 24.0% | 22.1% |
Return vs Industry: EQH exceeded the US Diversified Financial industry which returned 24% over the past year.
Return vs Market: EQH exceeded the US Market which returned 22.1% over the past year.
Price Volatility
| EQH volatility | |
|---|---|
| EQH Average Weekly Movement | 5.0% |
| Diversified Financial Industry Average Movement | 5.1% |
| Market Average Movement | 6.3% |
| 10% most volatile stocks in US Market | 17.0% |
| 10% least volatile stocks in US Market | 3.1% |
Stable Share Price: EQH has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: EQH's weekly volatility (5%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1859 | 10,700 | 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, Investment Management and Research, Protection Solutions, Wealth Management, and Legacy. 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$14.09b |
| Earnings (TTM) | -US$370.00m |
| Revenue (TTM) | US$10.79b |
1.4x
P/S Ratio-39.4x
P/E RatioIs EQH overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| EQH income statement (TTM) | |
|---|---|
| Revenue | US$10.79b |
| Cost of Revenue | US$4.15b |
| Gross Profit | US$2.00b |
| Other Expenses | US$2.37b |
| Earnings | -US$370.00m |
Last Reported Earnings
Sep 30, 2024
Next Earnings Date
n/a
| Earnings per share (EPS) | -1.18 |
| Gross Margin | 18.51% |
| Net Profit Margin | -3.43% |
| Debt/Equity Ratio | 92.0% |
How did EQH perform over the long term?
See historical performance and comparisonDividends
2.1%
Current Dividend Yield-83%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/12/20 00:15 |
| End of Day Share Price | 2024/12/20 00:00 |
| Earnings | 2024/09/30 |
| Annual Earnings | 2023/12/31 |
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 |
|
|
| 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 here.
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.
Learn about the world class team who designed and built the Simply Wall St analysis model.
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 .
Analyst Sources
Equitable Holdings, Inc. is covered by 18 analysts. 8 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 |