EQH Stock Overview
Together with its consolidated subsidiaries, operates as a diversified financial services company worldwide.
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 5/6 |
| Past Performance | 2/6 |
| Financial Health | 3/6 |
| Dividends | 3/6 |
Community Narratives
Narratives bring a range of perspectives from our community.
Strategic Growth In Wealth And Asset Management Boosts Earnings And Diversifies Income Streams
Equitable Holdings, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$41.06 |
| 52 Week High | US$44.50 |
| 52 Week Low | US$24.65 |
| Beta | 1.41 |
| 11 Month Change | 10.82% |
| 3 Month Change | 1.89% |
| 1 Year Change | 44.42% |
| 33 Year Change | 34.36% |
| 5 Year Change | 89.48% |
| Change since IPO | 101.87% |
Recent News & Updates
Fewer Investors Than Expected Jumping On Equitable Holdings, Inc. (NYSE:EQH)
Sep 05
Equitable Holdings: Preferred Dividends Are Safe, But Too Low (Rating Downgrade)
Aug 15Equitable Holdings: Improved Business Mix Should Reduce Market Sensitivity
Aug 08Recent updates
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 22Investors Holding Back On Equitable Holdings, Inc. (NYSE:EQH)
Dec 18Equitable 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 18Shareholder Returns
| EQH | US Diversified Financial | US Market | |
|---|---|---|---|
| 7D | -1.9% | 2.6% | -1.4% |
| 1Y | 44.4% | 23.3% | 21.1% |
Return vs Industry: EQH exceeded the US Diversified Financial industry which returned 23.3% over the past year.
Return vs Market: EQH exceeded the US Market which returned 20.9% over the past year.
Price Volatility
| EQH volatility | |
|---|---|
| EQH Average Weekly Movement | 4.0% |
| Diversified Financial Industry Average Movement | 5.3% |
| Market Average Movement | 6.3% |
| 10% most volatile stocks in US Market | 15.0% |
| 10% least volatile stocks in US Market | 3.1% |
Stable Share Price: EQH has not had significant price volatility in the past 3 months.
Volatility Over Time: EQH's weekly volatility (4%) 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$13.22b |
| Earnings (TTM) | US$828.00m |
| Revenue (TTM) | US$11.52b |
15.9x
P/E Ratio1.1x
P/S RatioIs EQH overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| EQH income statement (TTM) | |
|---|---|
| Revenue | US$11.52b |
| Cost of Revenue | US$4.09b |
| Gross Profit | US$3.79b |
| Other Expenses | US$2.97b |
| Earnings | US$828.00m |
Last Reported Earnings
Jun 30, 2024
Next Earnings Date
n/a
| Earnings per share (EPS) | 2.59 |
| Gross Margin | 32.93% |
| Net Profit Margin | 7.19% |
| Debt/Equity Ratio | 127.9% |
How did EQH perform over the long term?
See historical performance and comparison