Equitable Holdings Management
Management criteria checks 3/4
Equitable Holdings' CEO is Mark Pearson, appointed in Jan 2021, has a tenure of 3.92 years. total yearly compensation is $15.83M, comprised of 7.9% salary and 92.1% bonuses, including company stock and options. directly owns 0.2% of the company’s shares, worth $30.40M. The average tenure of the management team and the board of directors is 3.9 years and 5.8 years respectively.
Key information
Mark Pearson
Chief executive officer
US$15.8m
Total compensation
| CEO salary percentage | 7.9% |
| CEO tenure | 3.9yrs |
| CEO ownership | 0.2% |
| Management average tenure | 3.9yrs |
| Board average tenure | 5.8yrs |
Recent management 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 29CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Sep 30 2024 | n/a | n/a | -US$370m |
| Jun 30 2024 | n/a | n/a | US$828m |
| Mar 31 2024 | n/a | n/a | US$1b |
| Dec 31 2023 | US$16m | US$1m | US$1b |
| Sep 30 2023 | n/a | n/a | US$2b |
| Jun 30 2023 | n/a | n/a | US$2b |
| Mar 31 2023 | n/a | n/a | US$2b |
| Dec 31 2022 | US$15m | US$1m | US$2b |
| Sep 30 2022 | n/a | n/a | US$2b |
| Jun 30 2022 | n/a | n/a | US$2b |
| Mar 31 2022 | n/a | n/a | US$1b |
| Dec 31 2021 | US$14m | US$1m | US$2b |
| Sep 30 2021 | n/a | n/a | -US$2b |
| Jun 30 2021 | n/a | n/a | -US$3b |
| Mar 31 2021 | n/a | n/a | -US$8b |
| Dec 31 2020 | US$15m | US$1m | -US$701m |
| Sep 30 2020 | n/a | n/a | -US$390m |
| Jun 30 2020 | n/a | n/a | US$26m |
| Mar 31 2020 | n/a | n/a | US$4b |
| Dec 31 2019 | US$11m | US$1m | -US$2b |
| Sep 30 2019 | n/a | n/a | US$1b |
| Jun 30 2019 | n/a | n/a | US$998m |
| Mar 31 2019 | n/a | n/a | US$831m |
| Dec 31 2018 | US$12m | US$1m | US$2b |
| Sep 30 2018 | n/a | n/a | US$365m |
| Jun 30 2018 | n/a | n/a | US$871m |
| Mar 31 2018 | n/a | n/a | US$1b |
| Dec 31 2017 | US$8m | US$1m | US$834m |
Compensation vs Market: Mark's total compensation ($USD15.83M) is about average for companies of similar size in the US market ($USD12.85M).
Compensation vs Earnings: Mark's compensation has increased whilst the company is unprofitable.
CEO
Mark Pearson (66 yo)
3.9yrs
Tenure
US$15,833,102
Compensation
Mr. Mark Pearson serves as Director at AllianceBernstein Holding L. P. (formerly known as Alliance Capital Management Holding LP) since February 2011. He serves as Director at AllianceBernstein L. P. since...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 3.9yrs | US$15.83m | 0.20% $ 30.4m | |
| Senior EVP & CFO | 3.7yrs | US$4.90m | 0.039% $ 5.8m | |
| Senior EVP & COO | 6.9yrs | US$5.72m | 0.032% $ 4.7m | |
| President of Equitable | no data | US$5.42m | 0.045% $ 6.7m | |
| President & CEO of AllianceBernstein Corporation | 7.6yrs | US$10.12m | 0.028% $ 4.2m | |
| Senior VP | 6.3yrs | no data | 0.0056% $ 839.4k | |
| Head of Investor Relations | 1.2yrs | no data | no data | |
| Senior EVP | 3.8yrs | no data | 0.024% $ 3.5m | |
| Chief Marketing Officer | 4.4yrs | no data | no data | |
| Chief Risk Officer | less than a year | no data | no data | |
| Chief Auditor | 5.2yrs | no data | no data | |
| President of Equitable Investment Management | 3.7yrs | no data | no data |
3.9yrs
Average Tenure
59yo
Average Age
Experienced Management: EQH's management team is considered experienced (3.9 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 13.9yrs | US$15.83m | 0.20% $ 30.4m | |
| Independent Chair | 4.9yrs | US$795.01k | 0.014% $ 2.0m | |
| Independent Director | 2.5yrs | US$285.01k | 0.0048% $ 708.5k | |
| Independent Director | 6.7yrs | US$637.51k | 0.011% $ 1.6m | |
| Independent Director | 5.8yrs | US$303.15k | 0.0080% $ 1.2m | |
| Independent Director | 4.3yrs | US$285.01k | 0.0068% $ 1.0m | |
| Director | 7.1yrs | US$285.01k | 0.011% $ 1.7m | |
| Independent Director | 6.7yrs | US$603.52k | 0.019% $ 2.8m | |
| Independent Director | 2.4yrs | US$285.01k | 0.0051% $ 765.0k |
5.8yrs
Average Tenure
66yo
Average Age
Experienced Board: EQH's board of directors are considered experienced (5.8 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/12/30 23:19 |
| End of Day Share Price | 2024/12/30 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 |