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Equitable Holdings (EQH)
NYSE:EQH
EQH Stock Chart & Stats
Day’s Range― - ―
52-Week Range$35.49 - $56.00
Previous CloseN/A
Volume749.58K
Average Volume (3M)3.10M
Market Cap
$16.50B
Enterprise Value$22.95B
Total Cash (Recent Filing)$6.96B
Total Debt (Recent Filing)$3.83B
Price to Earnings (P/E)13.9
Beta1.14
Next Earnings
Apr 30, 2025EPS Estimate
1.64Last Dividend Ex-Date
Mar 05, 2025Dividend Yield1.79%
Share Statistics
EPS (TTM)3.82
Shares Outstanding307,819,520
10 Day Avg. Volume4,143,135
30 Day Avg. Volume3,104,204
Financial Highlights & Ratios
PEG Ratio0.99
Price to Book (P/B)N/A
Price to Sales (P/S)1.30
Price to Cash Flow (P/CF)10.10
P/FCF Ratio7.60
Enterprise Value/Market Cap1.39
Enterprise Value/RevenueN/A
Enterprise Value/Gross Profit2.30
Enterprise Value/Ebitda13.28
Forecast
1Y Price Target
$63.90Price Target Upside17.68% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering10
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Bulls Say, Bears Say
Bulls Say
Earnings GrowthEquitable Holdings reported a total operating revenue of $3.91 billion, which was up 9% year over year and ahead of the consensus forecast.
Market PositionEQH is seen as best positioned in the US retirement market due to its integrated retirement model and history of innovation.
Strategic TransformationEquitable's transformation is expected to result in better earnings power and a higher valuation.
Bears Say
Earnings MissEquitable Holdings reported 4Q operating EPS of $1.57, below the Street mean of $1.62.
Operational ChallengesProtection Solutions had higher mortality and Corporate experienced higher expenses, impacting their performance negatively.
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Ownership Overview
0.53% Insiders
26.77% Mutual Funds
24.44% Other Institutional Investors
23.18% Public Companies and
Individual Investors
Risk Analysis
Main Risk Category
Finance & CorporateFinancial and accounting risks. Risks related to the execution of corporate activity and strategy
Website Traffic
Sorry, No Data AvailableThere is no website visitor data available for this stock.
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EQH FAQ
What was Equitable Holdings’s price range in the past 12 months?
Equitable Holdings lowest stock price was $35.49 and its highest was $56.00 in the past 12 months.
What is Equitable Holdings’s market cap?
Equitable Holdings’s market cap is $16.50B.
When is Equitable Holdings’s upcoming earnings report date?
Equitable Holdings’s upcoming earnings report date is Apr 30, 2025 which is in 35 days.
How were Equitable Holdings’s earnings last quarter?
Equitable Holdings released its earnings results on Feb 05, 2025. The company reported $1.57 earnings per share for the quarter, missing the consensus estimate of $1.62 by -$0.05.
Is Equitable Holdings overvalued?
According to Wall Street analysts Equitable Holdings’s price is currently Undervalued.
Does Equitable Holdings pay dividends?
Equitable Holdings pays a Quarterly dividend of $0.239 which represents an annual dividend yield of 1.79%. See more information on Equitable Holdings dividends here
What is Equitable Holdings’s EPS estimate?
Equitable Holdings’s EPS estimate is 1.64.
How many shares outstanding does Equitable Holdings have?
Equitable Holdings has 307,819,520 shares outstanding.
What happened to Equitable Holdings’s price movement after its last earnings report?
Equitable Holdings reported an EPS of $1.57 in its last earnings report, missing expectations of $1.62. Following the earnings report the stock price went down -2.31%.
Which hedge fund is a major shareholder of Equitable Holdings?
Currently, no hedge funds are holding shares in EQH
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Equitable Holdings Stock Smart Score
Outperform
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Strong Buy
Average Price Target:
$63.90 (17.68% Upside)
$63.90 (17.68% Upside)
Blogger Sentiment
Bullish
EQH Sentiment 100%
Sector Average 66%
Sector Average 66%
Hedge Fund Trend
Decreased
By 10.6M Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $73.4K over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Positive
Last 7 Days ▼ 1.2%
Last 30 Days ▲ 4.1%
Last 30 Days ▲ 4.1%
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Positive
20 days / 200 days
Momentum
50.52%
12-Months-Change
Fundamentals
Return on Equity
61.74%
Trailing 12-Months
Asset Growth
7.81%
Trailing 12-Months
Company Description
Equitable Holdings
Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through four segments: Individual Retirement, Group Retirement, Investment Management and Research, and Protection Solutions. The Individual Retirement segment offers a suite of variable annuity products primarily to affluent and high net worth individuals. The Group Retirement segment 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. The Investment Management and Research segment offers diversified investment management, research, and related solutions to various clients through institutional, retail, and private wealth management channels; and distributes its institutional research products and solutions. The Protection Solutions segment provides various variable universal life, indexed universal life, and term life products to help affluent and high net worth individuals, as well as small and medium-sized business owners; and a suite of life, short- and long-term disability, dental, and vision insurance products to small and medium-size businesses. 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.
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EQH Company Deck
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EQH Earnings Call
Q4 2025
0:00 / 0:00
Earnings Call Sentiment|Positive
The earnings call reflected a generally positive outlook with significant growth in non-GAAP operating earnings, assets under management, and cash flow generation. Strategic initiatives and organic growth in business segments are progressing well. However, there were challenges noted in Protection Solutions and alternative investment income. Overall, the highlights significantly outweigh the lowlights.Read More>---
EQH Stock 12 Month Forecast
Average Price Target
$63.90
▲(17.68% Upside)
Technical Analysis
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Best Analysts Covering EQH
1 Year
1 Year Success Rate
15/17 ratings generated profit
1 Year Average Return
+28.14%
reiterated a buy rating last month
Copying Mark Hughes's trades and holding each position for 1 Year would result in 88.24% of your transactions generating a profit, with an average return of +28.14% per trade.
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