Financial Services - Insurance - Diversified - NYSE - US
$ 18.65
1.14 %
$ 15.2 B
Market Cap
4.91
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-PC stock under the base case scenario is HIDDEN Compared to the current market price of 18.6 USD, Equitable Holdings, Inc. is HIDDEN
2. FUNDAMENTAL
ANALYSIS
Price Chart EQH-PC
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 | 271 B |
| Long-Term Debt | 4.4 B |
| Other Non-Current Liabilities | 267 B |
EFFICIENCY
Earnings Waterfall
Equitable Holdings, Inc.
| Revenue | 10.5 B |
| Cost Of Revenue | 7.66 B |
| Gross Profit | 2.86 B |
| Operating Expenses | 2.33 B |
| Operating Income | 0 |
| Other Expenses | -1.3 B |
| Net Income | 1.3 B |
RATIOS
27.20%
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-PC has no price targets from Wall Street.
4. DIVIDEND ANALYSIS
0.67%
DIVIDEND YIELD
0.269 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 |
|
3 years ago
Mar 19, 2021
|
Sell 1.82 M USD
|
HURD JEFFREY J
Senior EVP & COO |
- 55500
|
32.8352 USD |
|
4 years ago
Dec 10, 2019
|
Sell 49 K USD
|
Eckert William James IV
SVP and CAO |
- 2006
|
24.41 USD |
7. News
8. Profile Summary
Equitable Holdings, Inc. EQH-PC
COUNTRY
US
INDUSTRY
Insurance - Diversified
MARKET CAP
$ 15.2 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
Jan. 6, 2021
Employees
8500
Officers
Ms. Yun Zhang
Chief Risk 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. Jose Ramon Gonzalez Esq.
Senior EVice President, Chief Legal Officer & Corporate Secretary
Mr. William James Eckert IV
Senior Vice President, Chief Accounting Officer & Controller
Mr. Erik James Bass C.F.A.
Head of Investor Relations
Ms. Constance K. Weaver
Chief Marketing Officer
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