EQH:NYE-Axa Equitable Holdings Inc (USD)

COMMON STOCK | Asset Management |

Last Closing

USD 53.97

Change

+2.17 (+4.19)%

Market Cap

USD 16.29B

Volume

1.77M

Analyst Target

USD 26.63
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-05-27 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap
BX Blackstone Group Inc

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BLK BlackRock Inc

+5.04 (+0.52%)

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KKR KKR & Co LP

+1.29 (+1.07%)

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BAM Brookfield Asset Management In..

-0.45 (-0.80%)

USD 96.46B
BN Brookfield Corp

+0.02 (+0.03%)

USD 92.34B
APO Apollo Global Management LLC C..

+0.19 (+0.14%)

USD 82.20B
ARES Ares Management LP

+0.91 (+0.55%)

USD 52.35B
AMP Ameriprise Financial Inc

-0.18 (-0.04%)

USD 49.91B
OWL Blue Owl Capital Inc

-0.03 (-0.16%)

USD 28.28B
RJF Raymond James Financial Inc.

+1.49 (+1.02%)

USD 27.90B

ETFs Containing EQH

WTV WisdomTree Trust - Wisdom.. 1.33 % 0.00 %

+0.20 (+0.99%)

USD 1.11B
JPST JPMorgan Ultra-Short Inco.. 0.35 % 0.00 %

+0.01 (+0.99%)

USD 30.70B
DGSM:AU Dimensional Global Small .. 0.22 % 0.00 %

+0.34 (+0.99%)

N/A
BLV Vanguard Long-Term Bond I.. 0.00 % 0.07 %

+0.52 (+0.99%)

N/A
FXO First Trust Financials Al.. 0.00 % 0.63 %

+0.34 (+0.99%)

USD 2.10B
IVOG Vanguard S&P Mid-Cap 400 .. 0.00 % 0.20 %

+0.53 (+0.99%)

USD 1.08B
DVLU First Trust Dorsey Wright.. 0.00 % 0.60 %

+0.10 (+0.99%)

USD 0.03B
XMMO Invesco S&P MidCap Moment.. 0.00 % 0.39 %

+0.13 (+0.99%)

USD 3.81B
AGED:LSE iShares Ageing Population.. 0.00 % 0.00 %

-0.06 (0.99%)

N/A
AGES:LSE iShares IV Public Limited.. 0.00 % 0.00 %

+0.63 (+0.99%)

N/A
VCLT Vanguard Long-Term Corpor.. 0.00 % 0.07 %

+0.50 (+0.99%)

USD 13.16B
XMXD:LSE db x-trackers MSCI EM EME.. 0.00 % 0.00 %

+0.23 (+0.99%)

N/A
ZMID:CA BMO S&P US Mid Cap Index .. 0.00 % 0.00 %

-0.07 (0.99%)

N/A
SCHI Schwab 5-10 Year Corporat.. 0.00 % 0.00 %

+0.09 (+0.99%)

USD 8.36B
BKMC BNY Mellon US Mid Cap Cor.. 0.00 % 0.00 %

+0.15 (+0.99%)

USD 0.34B
PAMC Pacer Lunt MidCap Multi-F.. 0.00 % 0.00 %

+0.12 (+0.99%)

USD 0.06B
ZMID-F:CA BMO S&P US Mid Cap Index .. 0.00 % 0.00 %

+0.07 (+0.99%)

CAD 2.03M
ZMID-U:CA BMO S&P US Mid Cap Index .. 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Asset Management) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 14.42% 97% N/A 88% B+
Dividend Return 0.51% 9% A- 21% F
Total Return 14.92% 97% N/A 88% B+
Trailing 12 Months  
Capital Gain 33.52% 98% N/A 91% A-
Dividend Return 1.78% 5% F 36% F
Total Return 35.30% 98% N/A 91% A-
Trailing 5 Years  
Capital Gain 174.66% 98% N/A 88% B+
Dividend Return 19.34% 13% F 53% F
Total Return 193.99% 98% N/A 88% B+
Average Annual (5 Year Horizon)  
Capital Gain 20.22% 96% N/A 85% B
Dividend Return 22.85% 95% A 85% B
Total Return 2.63% 26% F 58% F
Risk Return Profile  
Volatility (Standard Deviation) 28.95% 22% F 32% F
Risk Adjusted Return 78.94% 91% A- 86% B+
Market Capitalization 16.29B 95% A 89% A-

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.