Equitable Holdings, Inc.
NYSE:EQH · New York Stock Exchange
+$0.21 today
Vol 2.22M · Avg 4.49M
Management
Put operating results in leadership context
Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.
Return Metrics
ROE, ROIC & ROA over time
ROE
1864.9%
avg 198.3%
ROIC
-0.3%
avg 0.4%
ROA
-0.4%
avg 0.3%
Analysis
ROE is currently the strongest return metric at 1864.9% versus its period average of 198.3%. 1 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.
Management
Key executives, compensation & ownership
| Name | Title | Compensation | Tenure | Age | Shares Owned | Ownership % |
|---|---|---|---|---|---|---|
Seth Perry Bernstein | Head of Asset Management | $7.56M | — | 65 | $55,865.83 | 0.02% |
Mark Pearson | President, Chief Executive Officer & Director | $4.80M | — | 68 | $778,402.72 | 0.28% |
Jeffrey Joy Hurd | Senior Executive Vice President & Chief Operating Officer | $2.80M | — | 59 | $79,747.50 | 0.03% |
Nicholas Burritt Lane | President of Equitable, Senior EVice President & Head of Retirement, Wealth Management & Protection Solutions | $2.60M | — | 52 | $124,615.77 | 0.04% |
Robin Matthew Raju | Senior Executive Vice President & Chief Financial Officer | $2.57M | — | 44 | $186,180.04 | 0.07% |
Erik James Bass | Chief Strategy Officer & Head of Investor Relations | — | — | — | $9,366.46 | <0.01% |
Glen Gardner | Chief Investment Officer | — | — | — | — | — |
Michael Healy | Chief Information Officer | — | — | 58 | — | — |
William James Eckert | Senior Vice President, Chief Accounting Officer & Controller | — | — | 63 | $9,366.46 | <0.01% |
Kurt Meyers | Chief Legal Officer & Corporate Secretary | — | — | — | $35,043.15 | 0.01% |
Insider Trading
SEC Form 4 transactions — last 12 months
Buys
2
$9,700.65
Sells
56
$32.01M
Net Sentiment
$32.00M
Net selling
Most Active
Pearson Mark
20 transactions
1–10 of 58
Analysis
Insiders reported 2 buys worth $9,700.65 and 56 sells worth $32.01M over the last 12 months. That adds up to net selling of $32.00M. Pearson Mark was the most active insider with 20 transactions.
Growth Analysis
Historical CAGR & forward analyst estimates
| Metric | 10yr | 5yr | 3yr | Fwd Est. |
|---|---|---|---|---|
| EPS | N/A | N/A | +77.0% | +12.7% (11yr)1 analysts |
| Revenue | N/A | N/A | +6.2% | +3.6% (11yr)2 analysts |
| Net Income | N/A | N/A | +77.3% | +6.3% (11yr)2 analysts |
| EBIT | N/A | N/A | +78.1% | +1.5% (11yr)2 analysts |
Analysis
Recent growth has been strongest in EBIT at +78.1% over three years. Forward estimates point to EPS at +12.7% (11yr), giving you a quick check on whether expectations are accelerating or cooling.
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Who manages EQH?
Equitable Holdings, Inc. (EQH) lists 10 active executives. The top listed executive is Erik James Bass, Chief Strategy Officer & Head of Investor Relations.
Are EQH insiders buying or selling?
Recent insider activity shows net selling of $37.61M.
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