ducovest

EQH:NYE-Axa Equitable Holdings Inc (USD)

COMMON STOCK | Asset Management |

Last Closing

USD 53.61

Change

+0.68 (+1.28)%

Market Cap

USD 16.29B

Volume

1.63M

Analyst Target

USD 26.63
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

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.

Company Website : https://www.equitableholdings.com

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-06-05 )

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ETFs Containing EQH

JMID Janus Henderson Mid Cap G.. 2.02 % 0.00 %

-0.25 (-0.46%)

 USD 0.02B
WTV WisdomTree Trust - Wisdom.. 1.33 % 0.00 %

-0.39 (-0.46%)

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

-0.03 (-0.46%)

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

-0.16 (-0.46%)

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

-0.06 (-0.46%)

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

-0.06 (-0.46%)

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

-0.26 (-0.46%)

 USD 1.08B
JSMD Janus Henderson Small/Mid.. 0.00 % 0.50 %

-0.06 (-0.46%)

 USD 0.49B
DVLU First Trust Dorsey Wright.. 0.00 % 0.60 %

-0.03 (-0.46%)

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

+0.21 (+-0.46%)

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

-0.02 (-0.46%)

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

+1.00 (+-0.46%)

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

-0.22 (-0.46%)

 USD 10.38B
XMXD:LSE db x-trackers MSCI EM EME.. 0.00 % 0.00 %

+0.15 (+-0.46%)

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

-0.07 (-0.46%)

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

-0.27 (-0.46%)

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

-0.02 (-0.46%)

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

N/A

 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 13.65% 96% N/A 87% B+
Dividend Return 1.08% 24% F 41% F
Total Return 14.73% 95% A 87% B+
Trailing 12 Months  
Capital Gain 33.03% 98% N/A 92% A
Dividend Return 1.86% 5% F 38% F
Total Return 34.89% 98% N/A 92% A
Trailing 5 Years  
Capital Gain 141.60% 98% N/A 87% B+
Dividend Return 17.58% 8% B- 52% F
Total Return 159.17% 97% N/A 88% B+
Average Annual (5 Year Horizon)  
Capital Gain 20.05% 94% A 85% B
Dividend Return 22.67% 94% A 85% B
Total Return 2.62% 25% F 58% F
Risk Return Profile  
Volatility (Standard Deviation) 28.78% 22% F 31% F
Risk Adjusted Return 78.76% 91% A- 87% 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.