Financial Services - Insurance - Diversified - NYSE - US
$ 22.66
0.577 %
$ 15.1 B
Market Cap
5.97
P/E
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.[ Read More ]
The intrinsic value of one EQH-PA stock under the base case scenario is HIDDEN Compared to the current market price of 22.7 USD, Equitable Holdings, Inc. is HIDDEN
2. FUNDAMENTAL
ANALYSIS
Price Chart EQH-PA
FINANCIALS
10.5 B
REVENUE
0
OPERATING INCOME
1.3 B
NET INCOME
-208 M
OPERATING CASH FLOW
-4.58 B
INVESTING CASH FLOW
9 B
FINANCING CASH FLOW
2.94 B
REVENUE
0
OPERATING INCOME
-645 M
NET INCOME
-649 M
OPERATING CASH FLOW
-2.28 B
INVESTING CASH FLOW
1.58 B
FINANCING CASH FLOW
Balance Sheet Decomposition
Equitable Holdings, Inc.
| Current Assets | 28.2 B |
| Cash & Short-Term Investments | 9.41 B |
| Receivables | 0 |
| Other Current Assets | 18.8 B |
| Non-Current Assets | 249 B |
| Long-Term Investments | 7.66 B |
| PP&E | 516 M |
| Other Non-Current Assets | 240 B |
| Current Liabilities | 254 M |
| Accounts Payable | 2.68 B |
| Short-Term Debt | 254 M |
| Other Current Liabilities | -2.68 B |
| Non-Current Liabilities | 259 B |
| Long-Term Debt | 4.4 B |
| Other Non-Current Liabilities | 255 B |
EFFICIENCY
Earnings Waterfall
Equitable Holdings, Inc.
| Revenue | 10.5 B |
| Cost Of Revenue | 4.23 B |
| Gross Profit | 6.3 B |
| Operating Expenses | 2.33 B |
| Operating Income | 0 |
| Other Expenses | -1.3 B |
| Net Income | 1.3 B |
RATIOS
59.86%
GROSS MARGIN
0.00%
OPERATING MARGIN
12.37%
NET MARGIN
49.15%
ROE
0.47%
ROA
0.00%
ROIC
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis
Equitable Holdings, Inc.
| Net Income | 1.3 B |
| Depreciation & Amortization | 812 M |
| Capital Expenditures | -117 M |
| Stock-Based Compensation | -144 M |
| Change in Working Capital | -2.61 B |
| Others | -2.18 B |
| Free Cash Flow | -325 M |
Wall Street Analysts Price Targets
Equitable Holdings, Inc.
EQH-PA has no price targets from Wall Street.
4. DIVIDEND ANALYSIS
0.67%
DIVIDEND YIELD
0.328 USD
DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership
Equitable Holdings, Inc.
Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
6.69 M USD 4
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
| Date | Value | Insider | Amount | Avg Price |
|---|---|---|---|---|
|
10 months ago
Jan 16, 2024
|
Sell 161 K USD
|
Lane Nick
(See Remarks) |
- 5000
|
32.2885 USD |
|
10 months ago
Jan 16, 2024
|
Sell 161 K USD
|
Lane Nick
(See Remarks) |
- 5000
|
32.2874 USD |
|
10 months ago
Jan 02, 2024
|
Sell 1.98 M USD
|
Pearson Mark
President and CEO |
- 60000
|
33.0686 USD |
|
10 months ago
Dec 22, 2023
|
Sell 167 K USD
|
Lane Nick
(See Remarks) |
- 5000
|
33.3032 USD |
|
10 months ago
Dec 22, 2023
|
Sell 167 K USD
|
Lane Nick
(See Remarks) |
- 5000
|
33.3018 USD |
|
10 months ago
Dec 20, 2023
|
Sell 164 K USD
|
Kaye Daniel G
Director |
- 4845
|
33.85 USD |
|
11 months ago
Dec 14, 2023
|
Sell 242 K USD
|
Eckert William James IV
Chief Accounting Officer |
- 7000
|
34.59 USD |
|
11 months ago
Nov 29, 2023
|
Sell 1.81 M USD
|
Pearson Mark
President and CEO |
- 60000
|
30.1548 USD |
|
11 months ago
Dec 01, 2023
|
Sell 1.84 M USD
|
Pearson Mark
President and CEO |
- 60000
|
30.6017 USD |
|
1 year ago
Mar 24, 2023
|
Sell 202 K USD
|
Matus Kristi Ann
Director |
- 8682
|
23.2746 USD |
|
1 year ago
Mar 24, 2023
|
Sell 248 K USD
|
Matus Kristi Ann
Director |
- 10615
|
23.3916 USD |
|
1 year ago
Mar 15, 2023
|
Bought 49.8 K USD
|
Raju Robin M
Chief Financial Officer |
+ 2096
|
23.7768 USD |
|
2 years ago
Nov 15, 2022
|
Sell 906 K USD
|
Pearson Mark
President and CEO |
- 30000
|
30.1867 USD |
|
2 years ago
Oct 27, 2022
|
Sell 901 K USD
|
Pearson Mark
President and CEO |
- 30000
|
30.0477 USD |
|
2 years ago
Sep 15, 2022
|
Sell 901 K USD
|
Pearson Mark
President and CEO |
- 30000
|
30.018 USD |
|
2 years ago
Sep 08, 2022
|
Sell 218 K USD
|
SCOTT BERTRAM L
Director |
- 7300
|
29.8734 USD |
|
2 years ago
Sep 02, 2022
|
Sell 901 K USD
|
Pearson Mark
President and CEO |
- 30000
|
30.0281 USD |
|
2 years ago
May 26, 2022
|
Sell 901 K USD
|
Pearson Mark
President and CEO |
- 30000
|
30.0365 USD |
|
2 years ago
Feb 15, 2022
|
Sell 1.03 M USD
|
Pearson Mark
President and CEO |
- 30000
|
34.4431 USD |
|
2 years ago
Feb 01, 2022
|
Sell 308 K USD
|
HURD JEFFREY J
Chief Operating Officer |
- 9120
|
33.7842 USD |
|
2 years ago
Feb 01, 2022
|
Sell 203 K USD
|
HURD JEFFREY J
Chief Operating Officer |
- 5880
|
34.5132 USD |
|
2 years ago
Jan 18, 2022
|
Sell 1.06 M USD
|
Pearson Mark
President and CEO |
- 30000
|
35.3488 USD |
|
2 years ago
Jan 03, 2022
|
Sell 499 K USD
|
HURD JEFFREY J
Chief Operating Officer |
- 15000
|
33.2492 USD |
|
2 years ago
Dec 22, 2021
|
Sell 324 K USD
|
Matus Kristi Ann
Director |
- 10000
|
32.3637 USD |
|
2 years ago
Dec 06, 2021
|
Sell 42.1 K USD
|
Eckert William James IV
Chief Accounting Officer |
- 1300
|
32.4004 USD |
|
2 years ago
Dec 01, 2021
|
Sell 232 K USD
|
Pearson Mark
President and CEO |
- 7452
|
31.0722 USD |
|
2 years ago
Dec 01, 2021
|
Sell 242 K USD
|
Pearson Mark
President and CEO |
- 7548
|
32.064 USD |
|
2 years ago
Dec 01, 2021
|
Sell 175 K USD
|
HURD JEFFREY J
COO |
- 5628
|
31.0671 USD |
|
2 years ago
Dec 01, 2021
|
Sell 301 K USD
|
HURD JEFFREY J
COO |
- 9372
|
32.1051 USD |
|
3 years ago
Nov 08, 2021
|
Sell 172 K USD
|
Stonehill Charles G.T.
Director |
- 4844
|
35.46 USD |
|
3 years ago
Nov 01, 2021
|
Sell 509 K USD
|
Pearson Mark
President and CEO |
- 15000
|
33.945 USD |
|
3 years ago
Nov 01, 2021
|
Sell 509 K USD
|
HURD JEFFREY J
Senior EVP & COO |
- 15000
|
33.9477 USD |
|
3 years ago
Oct 01, 2021
|
Sell 450 K USD
|
Pearson Mark
President and CEO |
- 15000
|
30.0215 USD |
|
3 years ago
Oct 01, 2021
|
Sell 450 K USD
|
HURD JEFFREY J
Senior EVP & COO |
- 15000
|
30.0211 USD |
|
3 years ago
Sep 01, 2021
|
Sell 462 K USD
|
HURD JEFFREY J
Senior EVP & COO |
- 15000
|
30.8333 USD |
|
3 years ago
Sep 01, 2021
|
Sell 463 K USD
|
Pearson Mark
President and CEO |
- 15000
|
30.8882 USD |
|
3 years ago
Aug 02, 2021
|
Sell 469 K USD
|
Pearson Mark
President and CEO |
- 15000
|
31.2992 USD |
|
3 years ago
Aug 02, 2021
|
Sell 469 K USD
|
HURD JEFFREY J
Senior EVP & COO |
- 15000
|
31.298 USD |
|
3 years ago
Jul 15, 2021
|
Sell 98.4 K USD
|
SCOTT BERTRAM L
Director |
- 3400
|
28.95 USD |
|
3 years ago
Jul 01, 2021
|
Sell 457 K USD
|
Pearson Mark
President and CEO |
- 15000
|
30.4533 USD |
|
3 years ago
Jul 01, 2021
|
Sell 457 K USD
|
HURD JEFFREY J
Senior EVP & COO |
- 15000
|
30.4535 USD |
|
3 years ago
Mar 24, 2021
|
Sell 735 K USD
|
Lane Nick
(See Remarks) |
- 23352
|
31.46 USD |
|
3 years ago
Mar 19, 2021
|
Sell 6.59 M USD
|
Malmstrom Anders
Senior EVP & CFO |
- 200880
|
32.8215 USD |
|
3 years ago
Mar 19, 2021
|
Sell 1.82 M USD
|
HURD JEFFREY J
Senior EVP & COO |
- 55500
|
32.8352 USD |
|
3 years ago
Mar 15, 2021
|
Sell 96.8 K USD
|
Hattem Dave S.
SEVP & Chief Legal Officer |
- 3000
|
32.27 USD |
|
3 years ago
Mar 11, 2021
|
Sell 220 K USD
|
Hattem Dave S.
SEVP & Chief Legal Officer |
- 6900
|
31.8162 USD |
|
3 years ago
Dec 09, 2020
|
Sell 84.2 K USD
|
Eckert William James IV
SVP and CAO |
- 3182
|
26.475 USD |
|
4 years ago
Nov 06, 2020
|
Sell 159 K USD
|
Hattem Dave S.
SEVP & Chief Legal Officer |
- 7000
|
22.7509 USD |
|
4 years ago
Mar 23, 2020
|
Bought 26 K USD
|
Stansfield George
Director |
+ 2500
|
10.4091 USD |
|
4 years ago
Mar 18, 2020
|
Bought 26.9 K USD
|
Stansfield George
Director |
+ 2500
|
10.7528 USD |
|
4 years ago
Mar 19, 2020
|
Bought 43.8 K USD
|
Kaye Daniel G
Director |
+ 4000
|
10.9484 USD |
|
4 years ago
Mar 17, 2020
|
Bought 43.7 K USD
|
Kaye Daniel G
Director |
+ 4000
|
10.9197 USD |
|
4 years ago
Mar 18, 2020
|
Bought 49.1 K USD
|
Lane Nick
(See Remarks) |
+ 4350
|
11.28 USD |
|
4 years ago
Mar 12, 2020
|
Bought 42.2 K USD
|
Kaye Daniel G
Director |
+ 3000
|
14.065 USD |
|
4 years ago
Mar 11, 2020
|
Bought 47.2 K USD
|
Kaye Daniel G
Director |
+ 3000
|
15.735 USD |
|
4 years ago
Mar 12, 2020
|
Bought 198 K USD
|
Pearson Mark
President and CEO |
+ 14000
|
14.1684 USD |
|
4 years ago
Mar 12, 2020
|
Bought 40.9 K USD
|
Hattem Dave S.
SEVP & Chief Legal Officer |
+ 3000
|
13.6481 USD |
|
4 years ago
Mar 09, 2020
|
Bought 112 K USD
|
Pearson Mark
President and CEO |
+ 7235
|
15.48 USD |
|
4 years ago
Mar 09, 2020
|
Bought 83.6 K USD
|
Pearson Mark
President and CEO |
+ 5400
|
15.475 USD |
|
4 years ago
Mar 09, 2020
|
Bought 102 K USD
|
Malmstrom Anders
Senior EVP & CFO |
+ 6000
|
16.92 USD |
|
4 years ago
Mar 06, 2020
|
Bought 76.1 K USD
|
Lane Nick
(See Remarks) |
+ 4100
|
18.57 USD |
|
4 years ago
Mar 06, 2020
|
Bought 150 K USD
|
OLIVEIRA RAMON DE
Director |
+ 8000
|
18.69 USD |
|
4 years ago
Mar 05, 2020
|
Bought 100 K USD
|
OLIVEIRA RAMON DE
Director |
+ 4890
|
20.45 USD |
|
4 years ago
Dec 10, 2019
|
Sell 72.6 M USD
|
AXA
10 percent owner |
- 3000000
|
24.21 USD |
|
4 years ago
Dec 10, 2019
|
Sell 49 K USD
|
Eckert William James IV
SVP and CAO |
- 2006
|
24.41 USD |
|
5 years ago
Nov 13, 2019
|
Sell 3.14 B USD
|
AXA
10 percent owner |
- 144000000
|
21.8 USD |
|
5 years ago
Jul 08, 2019
|
Sell 125 M USD
|
AXA
10 percent owner |
- 6000000
|
20.85 USD |
|
5 years ago
Jun 27, 2019
|
Bought 997 K USD
|
Pearson Mark
President and CEO |
+ 49000
|
20.3406 USD |
|
5 years ago
Jun 07, 2019
|
Sell 834 M USD
|
AXA
10 percent owner |
- 40000000
|
20.85 USD |
|
5 years ago
Mar 25, 2019
|
Sell 919 M USD
|
AXA
10 percent owner |
- 46000000
|
19.9875 USD |
|
5 years ago
Nov 20, 2018
|
Sell 1.18 B USD
|
AXA
10 percent owner |
- 60000000
|
19.7438 USD |
|
6 years ago
May 14, 2018
|
Sell 3.16 B USD
|
AXA
10 percent owner |
- 157837500
|
20 USD |
|
6 years ago
May 10, 2018
|
Bought 20 K USD
|
Winikoff Brian
(See Remarks) |
+ 1000
|
20 USD |
|
6 years ago
May 10, 2018
|
Bought 20 K USD
|
Stonehill Charles G.T.
Director |
+ 1000
|
20 USD |
|
6 years ago
May 10, 2018
|
Bought 80 K USD
|
Pearson Mark
President and CEO |
+ 4000
|
20 USD |
|
6 years ago
May 10, 2018
|
Bought 40 K USD
|
Malmstrom Anders
Senior EVP & CFO |
+ 2000
|
20 USD |
|
6 years ago
May 10, 2018
|
Bought 120 K USD
|
Kaye Daniel G
Director |
+ 6000
|
20 USD |
|
6 years ago
May 10, 2018
|
Bought 80 K USD
|
OLIVEIRA RAMON DE
Director |
+ 4000
|
20 USD |
|
6 years ago
May 10, 2018
|
Bought 80 K USD
|
BERNSTEIN SETH P
(See Remarks) |
+ 4000
|
20 USD |
|
15 years ago
Mar 30, 2009
|
Bought 600 M USD
|
ACMC INC
10 percent owner |
+ 41934582
|
14.308 USD |
|
15 years ago
Mar 30, 2009
|
Sell 600 M USD
|
ACMC INC
10 percent owner |
- 41934582
|
14.308 USD |
|
15 years ago
Dec 30, 2008
|
Bought 300 M USD
|
CASTRIES HENRI DE
10 percent owner |
+ 16349665
|
18.349 USD |
|
15 years ago
Dec 30, 2008
|
Sell 370 M USD
|
CASTRIES HENRI DE
10 percent owner |
- 20164587
|
18.349 USD |
|
15 years ago
Dec 30, 2008
|
Bought 45 M USD
|
CASTRIES HENRI DE
10 percent owner |
+ 2452450
|
18.349 USD |
|
15 years ago
Dec 30, 2008
|
Bought 25 M USD
|
CASTRIES HENRI DE
10 percent owner |
+ 1362472
|
18.349 USD |
7. News
8. Profile Summary
Equitable Holdings, Inc. EQH-PA
COUNTRY
US
INDUSTRY
Insurance - Diversified
MARKET CAP
$ 15.1 B
Dividend Yield
0.67%
Description
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.
Contact
1290 Avenue Of The Americas, New York, NY, 10104
https://www.equitableholdings.com
IPO Date
Nov. 21, 2019
Employees
8500
Officers
Mr. Erik James Bass C.F.A.
Head of Investor Relations
Mr. Mark Pearson
President, Chief Executive Officer & Director
Mr. Robin Matthew Raju
Senior EVice President & Chief Financial Officer
Mr. Jeffrey Joy Hurd J.D.
Senior EVice President & Chief Operating Officer
Mr. Nicholas Burritt Lane
President of Equitable, Senior EVice President & Head of Retirement, Wealth Management & Protection Solutions
Mr. Seth Perry Bernstein
President & Chief Executive Officer of AllianceBernstein Corporation
Mr. William James Eckert IV
Senior Vice President, Chief Accounting Officer & Controller
Mr. Jose Ramon Gonzalez Esq.
Senior EVice President, Chief Legal Officer & Corporate Secretary
Ms. Constance K. Weaver
Chief Marketing Officer
Ms. Yun Zhang
Chief Risk Officer