EQH Stock Overview
Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide.
| Snowflake Score | |
|---|---|
| Valuation | 3/6 |
| Future Growth | 4/6 |
| Past Performance | 1/6 |
| Financial Health | 3/6 |
| Dividends | 2/6 |
Equitable Holdings, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$35.85 |
| 52 Week High | US$38.44 |
| 52 Week Low | US$21.89 |
| Beta | 1.4 |
| 1 Month Change | 1.79% |
| 3 Month Change | 10.85% |
| 1 Year Change | 39.12% |
| 3 Year Change | 6.63% |
| 5 Year Change | 62.07% |
| Change since IPO | 76.25% |
Recent News & Updates
Recent updates
Investors Holding Back On Equitable Holdings, Inc. (NYSE:EQH)
Dec 18
Equitable Holdings: Improving Business Mix Creates Upside Potential
Dec 08Equitable Holdings: Undervalued Against Sector Averages With A Great Dividend
Aug 20Equitable Holdings' (NYSE:EQH) Dividend Will Be Increased To $0.22
May 28Equitable 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 29Equitable Holdings unit charged with fraud by US SEC
Jul 18Equitable Holdings (NYSE:EQH) Is Due To Pay A Dividend Of US$0.18
Feb 20Equitable Holdings (NYSE:EQH) Has Affirmed Its Dividend Of US$0.18
Nov 23Shareholder Returns
| EQH | US Diversified Financial | US Market | |
|---|---|---|---|
| 7D | -5.2% | -4.1% | -3.1% |
| 1Y | 39.1% | 19.7% | 20.9% |
Return vs Industry: EQH exceeded the US Diversified Financial industry which returned 21.5% over the past year.
Return vs Market: EQH exceeded the US Market which returned 22.4% over the past year.
Price Volatility
| EQH volatility | |
|---|---|
| EQH Average Weekly Movement | 2.7% |
| Diversified Financial Industry Average Movement | 5.7% |
| Market Average Movement | 6.1% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.0% |
Stable Share Price: EQH has not had significant price volatility in the past 3 months.
Volatility Over Time: EQH's weekly volatility (3%) 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$11.96b |
| Earnings (TTM) | US$1.22b |
| Revenue (TTM) | US$10.52b |
9.6x
P/E Ratio1.1x
P/S RatioIs EQH overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| EQH income statement (TTM) | |
|---|---|
| Revenue | US$10.52b |
| Cost of Revenue | US$3.92b |
| Gross Profit | US$2.85b |
| Other Expenses | US$1.63b |
| Earnings | US$1.22b |
Last Reported Earnings
Dec 31, 2023
Next Earnings Date
Apr 30, 2024
| Earnings per share (EPS) | 3.73 |
| Gross Margin | 27.12% |
| Net Profit Margin | 11.62% |
| Debt/Equity Ratio | 111.5% |
How did EQH perform over the long term?
See historical performance and comparison