42.17
-0.03 (-0.07%)
| Previous Close | 42.20 |
| Open | 42.55 |
| Volume | 3,165,378 |
| Avg. Volume (3M) | 3,861,088 |
| Market Cap | 11,872,389,120 |
| Price / Earnings (Forward) | 4.59 |
| Price / Sales | 1.05 |
| Price / Book | 164.14 |
| 52 Weeks Range | |
| Earnings Date | 4 May 2026 |
| TTM Dividend Yield | 3.06% |
| Profit Margin | 8.46% |
| Operating Margin (TTM) | 5.00% |
| Diluted EPS (TTM) | 3.71 |
| Quarterly Revenue Growth (YOY) | 105.20% |
| Quarterly Earnings Growth (YOY) | -31.50% |
| Total Debt/Equity (MRQ) | 146.55% |
| Current Ratio (MRQ) | 1.90 |
| Operating Cash Flow (TTM) | 2.13 B |
| Levered Free Cash Flow (TTM) | 875.25 M |
| Return on Assets (TTM) | 0.57% |
| Return on Equity (TTM) | 38.48% |
Market Trend
| Short Term | Medium Term | ||
| Industry | Asset Management (US) | Bearish | Bearish |
| Asset Management (Global) | Bearish | Bearish | |
| Stock | Equitable Holdings, Inc. | Bearish | Bearish |
AIStockmoo Score
| Analyst Consensus | 4.0 |
| Insider Activity | -3.0 |
| Price Volatility | 3.5 |
| Technical Moving Averages | -2.5 |
| Technical Oscillators | 2.0 |
| Average | 0.80 |
|
Equitable Holdings Inc is a financial services company providing retirement, asset management, and wealth management solutions for individual and institutional clients, operating through three segments. The Retirement segment generates the majority of revenue and offers annuities, retirement savings plans, institutional savings products, and includes the spread lending business. The Asset Management segment provides diversified investment management and related services globally through Institutional, Retail, and Private Wealth channels and reflects the business of AB. The Wealth Management segment offers advisory accounts, financial planning and advice, life insurance, and annuity products. Revenues are earned predominantly from fee income, income from investments, and insurance premiums. |
|
| Sector | Financial Services |
| Industry | Asset Management |
| Investment Style | Small Value |
| % Held by Insiders | 0.51% |
| % Held by Institutions | 102.09% |
Ownership
| Name | Date | Shares Held |
|---|---|---|
| Thornburg Investment Management Inc | 31 Dec 2025 | 4,889,730 |
| 52 Weeks Range | ||
| Price Target Range | ||
| High | 66.00 (UBS, 56.51%) | Buy |
| Median | 57.50 (36.35%) | |
| Low | 54.00 (Morgan Stanley, 28.05%) | Buy |
| Average | 58.75 (39.32%) | |
| Total | 4 Buy | |
| Avg. Price @ Call | 41.80 | |
| Firm | Date | Target Price | Call | Price @ Call |
|---|---|---|---|---|
| Morgan Stanley | 03 Mar 2026 | 54.00 (28.05%) | Buy | 39.29 |
| Wells Fargo | 25 Feb 2026 | 57.00 (35.17%) | Buy | 41.11 |
| JP Morgan | 05 Feb 2026 | 58.00 (37.54%) | Buy | 43.40 |
| UBS | 05 Feb 2026 | 66.00 (56.51%) | Buy | 43.40 |
No data within this time range.
| TTM Dividend Yield | 3.06% |
| 5Y Average Dividend Yield | 1.89% |
| Payout Ratio | 25.88% |
| Ex Date | Announcement Date | Payment Date | Details |
|---|---|---|---|
| 26 Nov 2024 | 15 Nov 2024 | 03 Dec 2024 | 0.24 Cash |
| 06 Aug 2024 | 26 Jul 2024 | 13 Aug 2024 | 0.24 Cash |
| 03 Jun 2024 | 22 May 2024 | 10 Jun 2024 | 0.24 Cash |
| 23 Feb 2024 | 14 Feb 2024 | 04 Mar 2024 | 0.22 Cash |
| 24 Nov 2023 | 15 Nov 2023 | 04 Dec 2023 | 0.22 Cash |
| 04 Aug 2023 | 28 Jul 2023 | 14 Aug 2023 | 0.22 Cash |
| 02 Jun 2023 | 24 May 2023 | 12 Jun 2023 | 0.22 Cash |
| 24 Feb 2023 | 15 Feb 2023 | 06 Mar 2023 | 0.2 Cash |
| 25 Nov 2022 | 17 Nov 2022 | 05 Dec 2022 | 0.2 Cash |
| 05 Aug 2022 | 29 Jul 2022 | 15 Aug 2022 | 0.2 Cash |
| 26 May 2022 | 19 May 2022 | 06 Jun 2022 | 0.2 Cash |
| 25 Feb 2022 | 16 Feb 2022 | 07 Mar 2022 | 0.18 Cash |
| 26 Nov 2021 | 18 Nov 2021 | 06 Dec 2021 | 0.18 Cash |
| 12 Aug 2021 | 02 Aug 2021 | 20 Aug 2021 | 0.18 Cash |
| 27 May 2021 | 20 May 2021 | 07 Jun 2021 | 0.18 Cash |
| 03 Mar 2021 | 17 Feb 2021 | 11 Mar 2021 | 0.17 Cash |
| 20 Nov 2020 | 11 Nov 2020 | 01 Dec 2020 | 0.17 Cash |
| 10 Aug 2020 | 31 Jul 2020 | 18 Aug 2020 | 0.17 Cash |
| 29 May 2020 | 20 May 2020 | 09 Jun 2020 | 0.17 Cash |
| 06 Mar 2020 | 26 Feb 2020 | 16 Mar 2020 | 0.15 Cash |
| 15 Nov 2019 | 07 Nov 2019 | 25 Nov 2019 | 0.15 Cash |
| 21 Aug 2019 | 09 Aug 2019 | 29 Aug 2019 | 0.15 Cash |
| 31 May 2019 | 24 May 2019 | 11 Jun 2019 | 0.15 Cash |
| 04 Mar 2019 | 15 Feb 2019 | 15 Mar 2019 | 0.13 Cash |
| 23 Nov 2018 | 13 Nov 2018 | 03 Dec 2018 | 0.13 Cash |
| 22 Aug 2018 | 14 Aug 2018 | 30 Aug 2018 | 0.13 Cash |
| Show more | |||
Annual Dividend Yield
| Year | Annual Dividend ($) | Frequency/Year | Yield % |
|---|---|---|---|
| 2024 | 0.940 | 4 | 1.99 |
| 2023 | 0.860 | 4 | 2.58 |
| 2022 | 0.780 | 4 | 2.72 |
| 2021 | 0.710 | 4 | 2.17 |
| 2020 | 0.660 | 4 | 2.58 |
| 2019 | 0.580 | 4 | 2.34 |
| 2018 | 0.260 | 2 | 1.56 |
| Show more | |||
The support, resistance and trendline levels presented has been generated by an artificial intelligence (AI) model and should be interpreted with caution.
Portfolio
| Realized Profit | - |
| Unrealized Profit | - |
| Dividend Received 2026 | - |
| Total Profit | - |
| Avg. Return | - |
| Quantity (Buy) | - |
| Avg. Price (Buy) | - |
| Quantity (Sold) | - |
| Avg. Price (Sold) | - |