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Equitable Holdings, Inc. (EQH)

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51.29
-0.37
(-0.72%)
As of 11:33:51 AM EDT. Market Open.
Loading Chart for EQH
  • Previous Close 51.66
  • Open 50.68
  • Bid 51.31 x 1000
  • Ask 51.36 x 800
  • Day's Range 50.08 - 51.38
  • 52 Week Range 35.49 - 56.00
  • Volume 281,244
  • Avg. Volume 2,976,662
  • Market Cap (intraday) 15.788B
  • Beta (5Y Monthly) 1.39
  • PE Ratio (TTM) 13.57
  • EPS (TTM) 3.78
  • Earnings Date Apr 28, 2025 - May 2, 2025
  • Forward Dividend & Yield 0.96 (1.86%)
  • Ex-Dividend Date Mar 5, 2025
  • 1y Target Est 62.70

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, Asset Management, Protection Solutions, Wealth Management, and Legacy. The Individual Retirement variable annuity products, including structured capital strategies, retirement cornerstone, and investment edge primarily to affluent and high net worth individuals. The Group Retirement provides tax-deferred investment and retirement services or products to plans sponsored by educational entities, municipalities, and not-for-profit entities, as well as small and medium-sized businesses. It offers guaranteed and structured investment option, and personal income benefit variable annuity products and open architecture mutual fund platform. The Asset Management segment offers investment management and related services to various clients through institutions, retail, and private wealth management. The Protection Solutions segment provides life insurance products, such as VUL and COLI insurance, IUL insurance, and term life; and employee benefits business which includes group life, supplemental life, dental, vision, short-term disability, long-term disability, critical illness, accident and hospital indemnity insurance products to small and medium-sized businesses. The Wealth Management segment offers discretionary and non-discretionary investment advisory accounts, financial planning and advice, life insurance, and annuity products. The Legacy segment consists of the capital intensive fixed-rate GMxB business that includes ROP death benefits. The company was formerly known as AXA Equitable Holdings, Inc. and changed its name to Equitable Holdings, Inc. in January 2020. Equitable Holdings, Inc. was founded in 1859 and is based in New York, New York.

www.equitableholdings.com

8,000

Full Time Employees

December 31

Fiscal Year Ends

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Performance Overview: EQH

Trailing total returns as of 3/31/2025, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC) .

YTD Return

EQH
9.24%
S&P 500 (^GSPC)
5.68%

1-Year Return

EQH
37.92%
S&P 500 (^GSPC)
5.58%

3-Year Return

EQH
79.59%
S&P 500 (^GSPC)
22.46%

5-Year Return

EQH
304.40%
S&P 500 (^GSPC)
114.65%

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Statistics: EQH

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Valuation Measures

Annual
As of 3/28/2025
  • Market Cap

    15.90B

  • Enterprise Value

    16.53B

  • Trailing P/E

    13.67

  • Forward P/E

    6.98

  • PEG Ratio (5yr expected)

    --

  • Price/Sales (ttm)

    1.35

  • Price/Book (mrq)

    203.87

  • Enterprise Value/Revenue

    1.33

  • Enterprise Value/EBITDA

    --

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    10.24%

  • Return on Assets (ttm)

    0.58%

  • Return on Equity (ttm)

    41.78%

  • Revenue (ttm)

    12.76B

  • Net Income Avi to Common (ttm)

    1.23B

  • Diluted EPS (ttm)

    3.78

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    8.2B

  • Total Debt/Equity (mrq)

    190.08%

  • Levered Free Cash Flow (ttm)

    7.58B

Research Analysis: EQH

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Company Insights: EQH

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