Financial Services -
Insurance - Diversified - NYSE - US
$ 44.86
-0.532 %
$ 13.8 B
Market Cap
11.87
P/E
1. INTRINSIC VALUE
Balance Sheet
Equitable Holdings, Inc.
| Current Assets | 1.63 B |
| Cash & Short-Term Investments | 1.63 B |
| Receivables | 0 |
| Other Current Assets | 0 |
| Non-Current Assets | 1.97 B |
| Long-Term Investments | 0 |
| PP&E | 0 |
| Other Non-Current Assets | 1.97 B |
| Current Liabilities | 4.12 B |
| Accounts Payable | 4.12 B |
| Short-Term Debt | 0 |
| Other Current Liabilities | 0 |
| Non-Current Liabilities | 3.83 B |
| Long-Term Debt | 3.83 B |
| Other Non-Current Liabilities | 0 |
EFFICIENCY
Earnings Waterfall
Equitable Holdings, Inc.
| Revenue | 12.4 B |
| Cost Of Revenue | 2.44 B |
| Gross Profit | 10 B |
| Operating Expenses | 12.4 B |
| Operating Income | 0 |
| Other Expenses | -1.82 B |
| Net Income | 1.82 B |
RATIOS
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis
Equitable Holdings, Inc.
| Net Income | 1.82 B |
| Depreciation & Amortization | 0 |
| Capital Expenditures | -153 M |
| Stock-Based Compensation | -157 M |
| Change in Working Capital | 0 |
| Others | -82 M |
| Free Cash Flow | 1.85 B |
Wall Street Analysts Price Targets
Equitable Holdings, Inc.
Wall Street analysts predict an average 1-year price target for EQH of $54 , with forecasts ranging from
a
low of
$43 to a high of $68 .
EQH Lowest Price Target
Wall Street Target
43 USD
-4.15%
EQH Average Price Target
Wall Street Target
54 USD
20.37%
EQH Highest Price Target
Wall Street Target
68 USD
51.58%
4. DIVIDEND
ANALYSIS
0.67%
DIVIDEND YIELD
0.24 USD
DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership
Equitable Holdings, Inc.
Sold
0-3 MONTHS
5.62 M USD 4
3-6 MONTHS
7.95 M USD 5
6-9 MONTHS
3.97 M USD 2
9-12 MONTHS
8.48 M USD 3
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
7. News
Equitable Holdings Announces Final Results of Cash Tender Offer for Units of AllianceBernstein Holding
NEW YORK--(BUSINESS WIRE)--Equitable Holdings Announces Final Results of Cash Tender Offer for Units of AllianceBernstein Holding.
businesswire.com
- 2 weeks ago
Equitable Holdings Announces Preliminary Results of Cash Tender Offer for Up to 46,000,000 Units of AllianceBernstein Holding
NEW YORK--(BUSINESS WIRE)--Equitable Holdings Announces Preliminary Results of Cash Tender Offer for Up to 46,000,000 Units of AllianceBernstein Holding.
businesswire.com
- 2 weeks ago
Equitable Holdings Schedules Announcement of First Quarter 2025 Results
NEW YORK--(BUSINESS WIRE)--Equitable Holdings Schedules Announcement of First Quarter 2025 Results.
businesswire.com
- 2 weeks ago
AM Best Assigns Issue Credit Rating to Equitable Holdings, Inc.'s New Junior Subordinated Notes
OLDWICK, N.J.--(BUSINESS WIRE)-- #insurance--AM Best has assigned a Long-Term Issue Credit Rating of “bbb-” (Good) to the $500 million 6.7% junior subordinated notes, due 2055, issued by Equitable Holdings, Inc. (Delaware) on March 26, 2025. The outlook assigned to this Credit Rating (rating) is stable. The net proceeds from Equitable Holdings, Inc.'s recent debt issuance are expected to be used to repurchase in whole or part the Series B Depositary preferred shares and for general corporate purposes. Finan.
businesswire.com
- 3 weeks ago
Equitable Holdings Announces Extension of Cash Tender Offer for Up to 46,000,000 Units of AllianceBernstein Holding
NEW YORK--(BUSINESS WIRE)--Equitable Holdings Announces Extension of Cash Tender Offer for Up to 46,000,000 Units of AllianceBernstein Holding.
businesswire.com
- 3 weeks ago
Equitable Holdings: Transformative Actions Support More Upside
Equitable Holdings has shown strong performance, gaining over 60% in the past year, driven by its transformation and robust capital position. The reinsurance deal with RGA frees up $2 billion of capital, enhancing EQH's ability to buy back stock and invest in higher-return segments. EQH's ongoing shift towards fee-based businesses like wealth and asset management improves earnings quality and facilitates easier capital returns to investors.
seekingalpha.com
- 1 month ago
Equitable Holdings Announces Cash Tender Offer for Up to 46,000,000 Units of AllianceBernstein Holding
NEW YORK--(BUSINESS WIRE)--Equitable Holdings Announces Cash Tender Offer for Up to 46,000,000 Units of AllianceBernstein Holding.
businesswire.com
- 1 month ago
Equitable Holdings Reinsures 75% of its Individual Life Block with RGA, Enhancing Focus on Growth in Retirement, Asset Management, and Wealth Management
NEW YORK--(BUSINESS WIRE)--Equitable Holdings Reinsures 75% of its Individual Life Block with RGA.
businesswire.com
- 1 month ago
RGA Announces Reinsurance Transaction with Equitable Holdings
ST. LOUIS--(BUSINESS WIRE)--Reinsurance Group of America, Incorporated (NYSE: RGA), a leading global life and health reinsurer, today announced it has entered into an agreement with Equitable Holdings, Inc. (NYSE: EQH, ”Equitable”) to reinsure a diversified block of life insurance products and expand their strategic partnership. RGA to reinsure $32 billion of a diversified mix of life insurance products RGA expects to deploy $1.5 billion of capital at closing into this reinsurance transaction P.
businesswire.com
- 1 month ago
Equitable Holdings Q4 Earnings Miss, Revenues Up Y/Y on Segment Strength
EQH's Q4 results reflect a decline in net investment income. Total AUM rose 8.9% year over year and while a decline in expense level aids margins.
zacks.com
- 2 months ago
Equitable Holdings, Inc. (EQH) Q4 2024 Earnings Call Transcript
Equitable Holdings, Inc. (NYSE:EQH ) Q4 2024 Earnings Conference Call February 6, 2025 10:00 AM ET Company Participants Erik Bass - Head of IR Mark Pearson - President and CEO Nick Lane - President, Equitable Financial Onur Erzan - Head, AllianceBernstein Global Client Group and Private Wealth Business Robin Raju - CFO Jacqueline Marks - AllianceBernstein, CFO Conference Call Participants Ryan Krueger - KBW Elyse Greenspan - Wells Fargo Suneet Kamath - Jefferies Thomas Gallagher - Evercore Alex Scott - Barclays Jimmy Bhullar - JPMorgan Jack Matten - BMO Capital Markets Mark Hughes - Truist Securities Michael Ward - UBS Operator Good morning, and welcome everyone to the Equitable Holdings Full Year and Fourth Quarter Earnings Call. [Operator Instructions] I would now like to turn the call over to Erik Bass, Head of Investor Relations.
seekingalpha.com
- 2 months ago
Equitable Holdings (EQH) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
The headline numbers for Equitable Holdings (EQH) give insight into how the company performed in the quarter ended December 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
zacks.com
- 2 months ago
8. Profile
Summary
Equitable Holdings, Inc. EQH
COUNTRY
US
INDUSTRY
Insurance - Diversified
MARKET CAP
$ 13.8 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
May 10, 2018
Employees
8000
Officers
Mr. Robin Matthew Raju
Senior Executive Vice President & Chief Financial Officer
Mr. Seth Perry Bernstein
Head of Asset Management
Mr. Jose Ramon Gonzalez Esq.
Senior Executive Vice President, Chief Legal Officer & Corporate Secretary
Mr. Michael B. Healy
Chief Information Officer
Mr. Jeffrey Joy Hurd J.D.
Senior Executive Vice President & Chief Operating Officer
Mr. Mark Pearson
President, Chief Executive Officer & Director
Mr. Nicholas Burritt Lane
President of Equitable, Senior EVice President & Head of Retirement, Wealth Management & Protection Solutions
Mr. Erik James Bass C.F.A.
Head of Investor Relations
Mr. William James Eckert IV
Senior Vice President, Chief Accounting Officer & Controller
Ms. Gina Tyler
Chief Communications Officer