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Equitable Holdings, Inc. EQH
Financial Services - Insurance - Diversified - NYSE - US
Watchlist
$ 55.7
1.24 %
$ 17.1 B
Market Cap
14.74
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Mar, 3, 2025.

The intrinsic value of one EQH stock under the worst case scenario is HIDDEN Compared to the current market price of 55.7 USD, Equitable Holdings, Inc. is HIDDEN

EQH Intrinsic Value
HIDDEN
SHOW

This DCF valuation model was last updated on Mar, 3, 2025.

The intrinsic value of one EQH stock under the base case scenario is HIDDEN Compared to the current market price of 55.7 USD, Equitable Holdings, Inc. is HIDDEN

EQH Intrinsic Value
HIDDEN
SHOW

This DCF valuation model was last updated on Mar, 3, 2025.

The intrinsic value of one EQH stock under the best case scenario is HIDDEN Compared to the current market price of 55.7 USD, Equitable Holdings, Inc. is HIDDEN

EQH Intrinsic Value
HIDDEN
SHOW
2. FUNDAMENTAL ANALYSIS

Price Chart EQH

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1M 2%
6M 33%
1Y 68%
3Y 96%
5Y 195%
All
FINANCIALS
12.4 B REVENUE
18.13%
Growth Rates
1Year 18.13%
3Years 4.06%
5Years 5.33%
7Years -0.09%
10Years -0.49%
0 OPERATING INCOME
0.00%
Growth Rates
1Year 0.00%
3Years 25.99%
5Years 14.87%
7Years 0.00%
10Years 0.00%
1.3 B NET INCOME
-35.74%
Growth Rates
1Year -35.74%
3Years 78.95%
5Years -9.58%
7Years -2.64%
10Years 0.00%
-208 M OPERATING CASH FLOW
75.56%
Growth Rates
1Year 75.56%
3Years -50.51%
5Years -34.55%
7Years 1.79%
10Years 0.00%
-4.85 B INVESTING CASH FLOW
35.21%
Growth Rates
1Year 35.21%
3Years 14.73%
5Years -18.81%
7Years 2.44%
10Years 0.00%
9 B FINANCING CASH FLOW
17.71%
Growth Rates
1Year 17.71%
3Years -2.38%
5Years 40.31%
7Years 8.42%
10Years 0.00%
3.62 B REVENUE
23.04%
Growth Rates
1Year 18.13%
3Years 4.06%
5Years 5.33%
7Years -0.09%
10Years -0.49%
0 OPERATING INCOME
0.00%
Growth Rates
1Year 0.00%
3Years 25.99%
5Years 14.87%
7Years 0.00%
10Years 0.00%
-134 M NET INCOME
-31.31%
Growth Rates
1Year -35.74%
3Years 78.95%
5Years -9.58%
7Years -2.64%
10Years 0.00%
-649 M OPERATING CASH FLOW
-105.02%
Growth Rates
1Year 75.56%
3Years -50.51%
5Years -34.55%
7Years 1.79%
10Years 0.00%
-2.39 B INVESTING CASH FLOW
53.62%
Growth Rates
1Year 35.21%
3Years 14.73%
5Years -18.81%
7Years 2.44%
10Years 0.00%
1.58 B FINANCING CASH FLOW
-51.68%
Growth Rates
1Year 17.71%
3Years -2.38%
5Years 40.31%
7Years 8.42%
10Years 0.00%
Balance Sheet Equitable Holdings, Inc.
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Current Assets 28.2 B
Cash & Short-Term Investments 9.41 B
Receivables 0
Other Current Assets 18.8 B
Non-Current Assets 243 B
Long-Term Investments 7.66 B
PP&E 516 M
Other Non-Current Assets 235 B
Current Liabilities 5.14 B
Accounts Payable 2.68 B
Short-Term Debt 254 M
Other Current Liabilities 2.2 B
Non-Current Liabilities 257 B
Long-Term Debt 5.38 B
Other Non-Current Liabilities 251 B
EFFICIENCY
Earnings Waterfall Equitable Holdings, Inc.
image
Revenue 12.4 B
Cost Of Revenue 2.44 B
Gross Profit 10 B
Operating Expenses 0
Operating Income 0
Other Expenses -1.3 B
Net Income 1.3 B
RATIOS
80.37% GROSS MARGIN
80.37%
Averages
1Year 80.37%
3Years 63.40%
5Years 63.82%
7Years 63.64%
10Years 52.82%
0.00% OPERATING MARGIN
0.00%
Averages
1Year 0.00%
3Years 6.55%
5Years -1.74%
7Years -2.75%
10Years 0.61%
10.51% NET MARGIN
10.51%
Averages
1Year 10.51%
3Years 13.30%
5Years 7.38%
7Years 5.28%
10Years 5.71%
0.00% ROE
0.00%
Averages
1Year 0.00%
3Years 67.61%
5Years 40.08%
7Years 28.98%
10Years 22.29%
0.00% ROA
0.00%
Averages
1Year 0.00%
3Years 0.44%
5Years 0.24%
7Years 0.21%
10Years 0.25%
0.00% ROIC
0.00%
Averages
1Year 0.00%
3Years 0.39%
5Years 0.13%
7Years 0.00%
10Years 0.24%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Equitable Holdings, Inc.
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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
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Equitable Holdings, Inc.
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Wall Street analysts predict an average 1-year price target for EQH of $50.2 , with forecasts ranging from a low of $43 to a high of $60 .
EQH Lowest Price Target Wall Street Target
43 USD -22.80%
EQH Average Price Target Wall Street Target
50.2 USD -9.93%
EQH Highest Price Target Wall Street Target
60 USD 7.72%
4. DIVIDEND ANALYSIS
0.00% DIVIDEND YIELD
0.24 USD DIVIDEND PER SHARE
5. COMPETITION

American International Group, Inc. offers insurance products for commercial, institutional, and individual customers in North America and internationally. The company's General Insurance segment provides general liability, environmental, commercial automobile liability, workers' compensation, casualty, and crisis management insurance products; commercial, industrial, and energy-related property insurance; and aerospace, political risk, trade credit, portfolio solutions, crop, and marine insurance.

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113 USD
AIG
Undervalued 36.60%

Arch Capital Group Ltd., together with its subsidiaries, provides insurance, reinsurance, and mortgage insurance products worldwide. The company's Insurance segment offers primary and excess casualty coverages; loss sensitive primary casualty insurance programs; collateral protection, debt cancellation, and service contract reimbursement products; directors' and officers' liability, errors and omissions liability, employment practices and fiduciary liability, crime, professional indemnity, and other financial related coverages; medical professional and general liability insurance coverages; and workers' compensation and umbrella liability, as well as commercial automobile and inland marine products.

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292 USD
ACGL
Undervalued 214.02%

Old Republic International Corporation, through its subsidiaries, engages in the insurance underwriting and related services business primarily in the United States and Canada.

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114 USD
ORI
Undervalued 194.75%

Sun Life Financial Inc., a financial services company, provides insurance, wealth, and asset management solutions to individuals and corporate clients worldwide.

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205 USD
SLF
Undervalued 261.71%

International General Insurance Holdings Ltd. provides specialty insurance and reinsurance solutions worldwide. The company operates through three segments: Specialty Long-tail, Specialty Short-tail, and Reinsurance.

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248 USD
IGIC
Undervalued 852.10%

Enstar Group Limited acquires and manages insurance and reinsurance companies, and portfolios of insurance and reinsurance business in run-off. It engages in the run-off property and casualty, and other non-life lines insurance businesses.

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552 USD
ESGR
Undervalued 65.87%

Waterdrop Inc., through its subsidiaries, provides online insurance brokerage services to match and connect users with related insurance products underwritten by insurance companies in the People's Republic of China.

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1.67 K USD
WDH
Undervalued 130011.95%

Goosehead Insurance, Inc. operates as a holding company for Goosehead Financial, LLC that provides personal lines insurance agency services in the United States.

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242 USD
GSHD
Undervalued 94.78%
6. Ownership
Insider Ownership Equitable Holdings, Inc.
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Sold
0-3 MONTHS
9.57 M USD 4
3-6 MONTHS
4.49 M USD 4
6-9 MONTHS
2.09 M USD 2
9-12 MONTHS
11.8 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
1 week ago
Feb 18, 2025
Sell 369 K USD
HURD JEFFREY J
Chief Operating Officer
- 6666
 55.3811 USD
2 weeks ago
Feb 14, 2025
Sell 32.4 K USD
Pearson Mark
President and CEO
- 600
 53.9942 USD
2 weeks ago
Feb 14, 2025
Sell 1.07 M USD
Pearson Mark
President and CEO
- 19300
 55.2802 USD
2 weeks ago
Feb 14, 2025
Sell 5.58 K USD
Pearson Mark
President and CEO
- 100
 55.78 USD
2 weeks ago
Feb 14, 2025
Sell 23.2 K USD
Pearson Mark
President and CEO
- 429
 54.1953 USD
2 weeks ago
Feb 14, 2025
Sell 529 K USD
Pearson Mark
President and CEO
- 9571
 55.2839 USD
2 weeks ago
Feb 14, 2025
Sell 16.3 K USD
Lane Nick
other: See Remarks
- 300
 54.2567 USD
2 weeks ago
Feb 14, 2025
Sell 260 K USD
Lane Nick
other: See Remarks
- 4700
 55.29 USD
2 weeks ago
Feb 14, 2025
Sell 54.3 K USD
Lane Nick
other: See Remarks
- 1000
 54.274 USD
2 weeks ago
Feb 14, 2025
Sell 1.05 M USD
Lane Nick
other: See Remarks
- 19000
 55.2857 USD
1 month ago
Jan 15, 2025
Sell 1.01 M USD
Lane Nick
other: See Remarks
- 19604
 51.644 USD
1 month ago
Jan 15, 2025
Sell 20.6 K USD
Lane Nick
other: See Remarks
- 396
 52.0175 USD
1 month ago
Jan 15, 2025
Sell 258 K USD
Lane Nick
other: See Remarks
- 5000
 51.6437 USD
1 month ago
Jan 15, 2025
Sell 364 K USD
HURD JEFFREY J
Chief Operating Officer
- 6666
 54.6471 USD
1 month ago
Jan 15, 2025
Sell 510 K USD
Pearson Mark
President and CEO
- 9877
 51.6509 USD
1 month ago
Jan 15, 2025
Sell 6.4 K USD
Pearson Mark
President and CEO
- 123
 52.0344 USD
1 month ago
Jan 15, 2025
Sell 1.03 M USD
Pearson Mark
President and CEO
- 20000
 51.6537 USD
2 months ago
Dec 23, 2024
Sell 79.4 K USD
Eckert William James IV
Chief Accounting Officer
- 1700
 46.68 USD
2 months ago
Dec 18, 2024
Sell 241 K USD
Lane Nick
other: See Remarks
- 5402
 44.685 USD
2 months ago
Dec 18, 2024
Sell 252 K USD
Lane Nick
other: See Remarks
- 5500
 45.904 USD
2 months ago
Dec 18, 2024
Sell 423 K USD
Lane Nick
other: See Remarks
- 9098
 46.4802 USD
2 months ago
Dec 18, 2024
Sell 63 K USD
Lane Nick
other: See Remarks
- 1411
 44.676 USD
2 months ago
Dec 18, 2024
Sell 58.2 K USD
Lane Nick
other: See Remarks
- 1269
 45.8995 USD
2 months ago
Dec 18, 2024
Sell 108 K USD
Lane Nick
other: See Remarks
- 2320
 46.4903 USD
2 months ago
Dec 16, 2024
Sell 315 K USD
HURD JEFFREY J
Chief Operating Officer
- 6666
 47.3081 USD
2 months ago
Dec 16, 2024
Sell 946 K USD
Pearson Mark
President and CEO
- 20000
 47.3066 USD
2 months ago
Dec 16, 2024
Sell 473 K USD
Pearson Mark
President and CEO
- 10000
 47.3073 USD
3 months ago
Nov 19, 2024
Sell 46.4 K USD
MacKay Craig C
Director
- 1000
 46.4094 USD
3 months ago
Nov 15, 2024
Sell 949 K USD
Pearson Mark
President and CEO
- 20000
 47.4259 USD
3 months ago
Nov 15, 2024
Sell 474 K USD
Pearson Mark
President and CEO
- 10000
 47.4298 USD
3 months ago
Nov 08, 2024
Sell 317 K USD
HURD JEFFREY J
Chief Operating Officer
- 6666
 47.533 USD
4 months ago
Oct 15, 2024
Sell 888 K USD
Pearson Mark
President and CEO
- 20000
 44.3995 USD
4 months ago
Oct 15, 2024
Sell 444 K USD
Pearson Mark
President and CEO
- 10000
 44.398 USD
5 months ago
Sep 19, 2024
Sell 148 K USD
Eckert William James IV
Chief Accounting Officer
- 3500
 42.416 USD
5 months ago
Sep 16, 2024
Sell 815 K USD
Pearson Mark
President and CEO
- 20000
 40.7743 USD
5 months ago
Sep 16, 2024
Sell 408 K USD
Pearson Mark
President and CEO
- 10000
 40.7777 USD
6 months ago
Aug 29, 2024
Sell 844 K USD
Pearson Mark
President and CEO
- 20000
 42.1973 USD
6 months ago
Aug 29, 2024
Sell 422 K USD
Pearson Mark
President and CEO
- 10000
 42.2026 USD
7 months ago
Jul 15, 2024
Sell 430 K USD
HURD JEFFREY J
Chief Operating Officer
- 9969
 43.0925 USD
8 months ago
Jun 14, 2024
Sell 395 K USD
HURD JEFFREY J
Chief Operating Officer
- 9969
 39.622 USD
9 months ago
May 15, 2024
Sell 403 K USD
HURD JEFFREY J
Chief Operating Officer
- 9969
 40.4198 USD
10 months ago
May 02, 2024
Sell 5.8 M USD
BERNSTEIN SETH P
See Remarks
- 152473
 38.0569 USD
10 months ago
Apr 15, 2024
Sell 570 K USD
Pearson Mark
President and CEO
- 15800
 36.0554 USD
10 months ago
Apr 15, 2024
Sell 155 K USD
Pearson Mark
President and CEO
- 4200
 36.913 USD
10 months ago
Apr 15, 2024
Sell 290 K USD
Pearson Mark
President and CEO
- 8046
 36.0729 USD
10 months ago
Apr 15, 2024
Sell 72.2 K USD
Pearson Mark
President and CEO
- 1954
 36.933 USD
10 months ago
Apr 15, 2024
Sell 280 K USD
HURD JEFFREY J
Chief Operating Officer
- 7763
 36.0466 USD
10 months ago
Apr 15, 2024
Sell 81.4 K USD
HURD JEFFREY J
Chief Operating Officer
- 2206
 36.9036 USD
11 months ago
Apr 01, 2024
Sell 377 K USD
Pearson Mark
President and CEO
- 10000
 37.6631 USD
11 months ago
Apr 01, 2024
Sell 753 K USD
Pearson Mark
President and CEO
- 20000
 37.6636 USD
11 months ago
Mar 15, 2024
Sell 352 K USD
HURD JEFFREY J
Chief Operating Officer
- 9969
 35.3188 USD
11 months ago
Mar 18, 2024
Sell 247 K USD
SCOTT BERTRAM L
Director
- 7000
 35.2873 USD
1 year ago
Mar 01, 2024
Sell 1.35 M USD
Pearson Mark
President and CEO
- 40000
 33.7692 USD
1 year ago
Mar 01, 2024
Sell 675 K USD
Pearson Mark
President and CEO
- 20000
 33.77 USD
1 year ago
Feb 29, 2024
Sell 342 K USD
HURD JEFFREY J
Chief Operating Officer
- 9969
 34.2787 USD
1 year ago
Feb 21, 2024
Sell 170 K USD
Stonehill Charles G.T.
Director
- 5000
 34.0243 USD
1 year ago
Feb 15, 2024
Sell 343 K USD
Lane Nick
(See Remarks)
- 10000
 34.2726 USD
1 year ago
Feb 15, 2024
Sell 343 K USD
Lane Nick
(See Remarks)
- 10000
 34.2728 USD
3 years ago
Aug 13, 2021
Sell 69.8 K USD
Eckert William James IV
Chief Accounting Officer
- 2162
 32.2653 USD
1 year ago
Feb 07, 2024
Sell 340 K USD
Lane Nick
(See Remarks)
- 10000
 34.0209 USD
1 year ago
Feb 07, 2024
Sell 340 K USD
Lane Nick
(See Remarks)
- 10000
 34.0109 USD
1 year ago
Feb 01, 2024
Sell 1.28 M USD
Pearson Mark
President and CEO
- 39600
 32.3753 USD
1 year ago
Feb 01, 2024
Sell 13.1 K USD
Pearson Mark
President and CEO
- 400
 32.8 USD
1 year ago
Feb 01, 2024
Sell 648 K USD
Pearson Mark
President and CEO
- 20000
 32.3779 USD
1 year ago
Jan 16, 2024
Sell 161 K USD
Lane Nick
(See Remarks)
- 5000
 32.2885 USD
1 year ago
Jan 16, 2024
Sell 161 K USD
Lane Nick
(See Remarks)
- 5000
 32.2874 USD
1 year ago
Jan 02, 2024
Sell 1.98 M USD
Pearson Mark
President and CEO
- 60000
 33.0686 USD
1 year ago
Dec 22, 2023
Sell 167 K USD
Lane Nick
(See Remarks)
- 5000
 33.3032 USD
1 year ago
Dec 22, 2023
Sell 167 K USD
Lane Nick
(See Remarks)
- 5000
 33.3018 USD
1 year ago
Dec 20, 2023
Sell 164 K USD
Kaye Daniel G
Director
- 4845
 33.85 USD
1 year ago
Dec 14, 2023
Sell 242 K USD
Eckert William James IV
Chief Accounting Officer
- 7000
 34.59 USD
1 year ago
Nov 29, 2023
Sell 1.81 M USD
Pearson Mark
President and CEO
- 60000
 30.1548 USD
1 year 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 22, 2023
Sell 206 K USD
Eckert William James IV
Chief Accounting Officer
- 8100
 25.3807 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
Aug 18, 2022
Sell 191 K USD
Eckert William James IV
Chief Accounting Officer
- 6000
 31.8101 USD
2 years ago
Aug 15, 2022
Sell 795 K USD
Lane Nick
(See Remarks)
- 25724
 30.8923 USD
2 years ago
Aug 11, 2022
Sell 1.8 M USD
Pearson Mark
President and CEO
- 60000
 30.0193 USD
2 years ago
Aug 11, 2022
Sell 1.54 M USD
Lane Nick
(See Remarks)
- 51448
 30.0029 USD
2 years ago
Aug 11, 2022
Sell 480 K USD
HURD JEFFREY J
Chief Operating Officer
- 16000
 30.0101 USD
2 years ago
May 26, 2022
Sell 623 K USD
Lane Nick
(See Remarks)
- 20725
 30.0412 USD
2 years ago
May 26, 2022
Sell 150 K USD
Lane Nick
(See Remarks)
- 5000
 30.006 USD
2 years ago
May 26, 2022
Sell 901 K USD
Pearson Mark
President and CEO
- 30000
 30.0365 USD
2 years ago
May 26, 2022
Sell 240 K USD
HURD JEFFREY J
Chief Operating Officer
- 8000
 30.0039 USD
2 years ago
Apr 18, 2022
Sell 916 K USD
Pearson Mark
President and CEO
- 30000
 30.5426 USD
2 years ago
Apr 18, 2022
Sell 785 K USD
Lane Nick
(See Remarks)
- 25724
 30.524 USD
2 years ago
Apr 18, 2022
Sell 244 K USD
HURD JEFFREY J
Chief Operating Officer
- 8000
 30.4914 USD
2 years ago
Mar 24, 2022
Sell 811 K USD
Lane Nick
(See Remarks)
- 25725
 31.5166 USD
2 years ago
Mar 21, 2022
Sell 254 K USD
HURD JEFFREY J
Chief Operating Officer
- 8000
 31.7396 USD
2 years ago
Mar 15, 2022
Sell 915 K USD
Pearson Mark
President and CEO
- 30000
 30.5047 USD
3 years ago
Feb 15, 2022
Sell 1.03 M USD
Pearson Mark
President and CEO
- 30000
 34.4431 USD
3 years ago
Feb 01, 2022
Sell 308 K USD
HURD JEFFREY J
Chief Operating Officer
- 9120
 33.7842 USD
3 years ago
Feb 01, 2022
Sell 203 K USD
HURD JEFFREY J
Chief Operating Officer
- 5880
 34.5132 USD
3 years ago
Jan 18, 2022
Sell 1.06 M USD
Pearson Mark
President and CEO
- 30000
 35.3488 USD
3 years ago
Jan 03, 2022
Sell 499 K USD
HURD JEFFREY J
Chief Operating Officer
- 15000
 33.2492 USD
3 years ago
Dec 22, 2021
Sell 324 K USD
Matus Kristi Ann
Director
- 10000
 32.3637 USD
3 years ago
Dec 06, 2021
Sell 42.1 K USD
Eckert William James IV
Chief Accounting Officer
- 1300
 32.4004 USD
3 years ago
Dec 01, 2021
Sell 232 K USD
Pearson Mark
President and CEO
- 7452
 31.0722 USD
3 years ago
Dec 01, 2021
Sell 242 K USD
Pearson Mark
President and CEO
- 7548
 32.064 USD
3 years ago
Dec 01, 2021
Sell 175 K USD
HURD JEFFREY J
COO
- 5628
 31.0671 USD
3 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
4 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
5 years ago
Dec 10, 2019
Sell 72.6 M USD
AXA
10 percent owner
- 3000000
 24.21 USD
5 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
6 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
16 years ago
Dec 30, 2008
Bought 300 M USD
CASTRIES HENRI DE
10 percent owner
+ 16349665
 18.349 USD
16 years ago
Dec 30, 2008
Sell 370 M USD
CASTRIES HENRI DE
10 percent owner
- 20164587
 18.349 USD
16 years ago
Dec 30, 2008
Bought 45 M USD
CASTRIES HENRI DE
10 percent owner
+ 2452450
 18.349 USD
16 years ago
Dec 30, 2008
Bought 25 M USD
CASTRIES HENRI DE
10 percent owner
+ 1362472
 18.349 USD
7. News
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 weeks 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 - 3 weeks 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 - 3 weeks ago
Equitable Holdings, Inc. (EQH) Q4 Earnings and Revenues Miss Estimates Equitable Holdings, Inc. (EQH) came out with quarterly earnings of $1.57 per share, missing the Zacks Consensus Estimate of $1.61 per share. This compares to earnings of $1.33 per share a year ago. zacks.com - 3 weeks ago
Equitable Holdings Reports Full Year and Fourth Quarter 2024 Results NEW YORK--(BUSINESS WIRE)--Equitable Holdings Reports Full Year and Fourth Quarter 2024 Results. businesswire.com - 3 weeks ago
Equitable Holdings, Inc. (EQH) Earnings Expected to Grow: Should You Buy? Equitable Holdings (EQH) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations. zacks.com - 1 month ago
Will Equitable Holdings (EQH) Beat Estimates Again in Its Next Earnings Report? Equitable Holdings (EQH) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report. zacks.com - 1 month ago
Equitable Holdings Appoints Douglas Dachille to the Board of Directors NEW YORK--(BUSINESS WIRE)--Equitable Holdings Appoints Douglas Dachille to the Board of Directors. businesswire.com - 1 month ago
Equitable Holdings Schedules Announcement of Full Year and Fourth Quarter 2024 Results NEW YORK--(BUSINESS WIRE)--Equitable Holdings Schedules Announcement of Full Year and Fourth Quarter 2024 Results. businesswire.com - 1 month ago
Is Equitable Holdings (EQH) Stock Undervalued Right Now? Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks. zacks.com - 1 month ago
Equitable Holdings Rises 4.7% Since Q3 Beat on Strong Asset Management EQH's total AUM reaches $933.8 billion in the third quarter. zacks.com - 3 months ago
Equitable Holdings Declares Common and Preferred Stock Dividends NEW YORK--(BUSINESS WIRE)--Equitable Holdings Declares Common and Preferred Stock Dividends. businesswire.com - 3 months ago
8. Profile Summary

Equitable Holdings, Inc. EQH

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COUNTRY US
INDUSTRY Insurance - Diversified
MARKET CAP $ 17.1 B
Dividend Yield 0.00%
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 4600
Officers Mr. Jeffrey Joy Hurd J.D. Senior EVice President & Chief Operating Officer Mr. Robin Matthew Raju Senior EVice President & Chief Financial Officer Mr. Seth Perry Bernstein President & Chief Executive Officer of AllianceBernstein Corporation 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. Michael B. Healy Chief Information Officer Mr. Jose Ramon Gonzalez Esq. Senior EVice President, Chief Legal Officer & Corporate Secretary Ms. Gina Tyler Chief Communications Officer Mr. Mark Pearson President, Chief Executive Officer & Director Mr. William James Eckert IV Senior Vice President, Chief Accounting Officer & Controller