AXA EQUITABLE HOLDINGS INC

NYSE: EQH (Equitable Holdings, Inc.)

Last update: 15 hours ago

45.29

-0.21 (-0.46%)

Previous Close 45.50
Open 45.93
Volume 2,222,065
Avg. Volume (3M) 4,512,553
Market Cap 12,750,013,440
Price / Earnings (Forward) 4.59
Price / Sales 1.17
Price / Book 164.14
52 Weeks Range
35.20 (-22%) — 56.61 (24%)
Earnings Date 4 Aug 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

-0.4
Analyst Consensus -2.0
Insider Activity -4.0
Price Volatility 2.0
Technical Moving Averages 0.0
Technical Oscillators 2.0
Average -0.40

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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
Diamond Hill Capital Management Inc 31 Mar 2026 7,192,046
Thornburg Investment Management Inc 31 Mar 2026 4,994,205
Pzena Investment Management Llc 31 Mar 2026 4,464,347

No data within this time range.

Name Avg. Buy ($) Avg. Sell ($) Net Quantity Net Value ($)
BERNSTEIN SETH P 41.32 - 131 5,413
ECKERT WILLIAM JAMES IV 41.32 41.91 -6,139 -257,321
HURD JEFFREY J 41.32 45.20 -14,014 -634,768
LANE NICK 41.32 - 398 16,445
MEYERS KURT 41.32 - 250 10,330
PEARSON MARK 41.32 - 1,719 71,029
RAJU ROBIN M 41.32 - 406 16,776
Aggregate Net Quantity -17,249
Aggregate Net Value ($) -772,096
Aggregate Avg. Buy ($) 41.32
Aggregate Avg. Sell ($) 43.56
Insider Range ($)
41.32 (-8%) — 45.20 (-0%)
Name Holder Date Type Quantity Price Value ($)
HURD JEFFREY J Officer 15 Jun 2026 Automatic sell (-) 14,358 45.20 648,982
HURD JEFFREY J Officer 15 Jun 2026 Option execute 9,358 - -
ECKERT WILLIAM JAMES IV Officer 10 Jun 2026 Sell (-) 6,200 41.91 259,842
ECKERT WILLIAM JAMES IV Officer 08 Jun 2026 Acquired (+) 61 41.32 2,521
PEARSON MARK Officer 08 Jun 2026 Acquired (+) 1,719 41.32 71,029
HURD JEFFREY J Officer 08 Jun 2026 Acquired (+) 344 41.32 14,214
LANE NICK Officer 08 Jun 2026 Acquired (+) 398 41.32 16,445
BERNSTEIN SETH P Officer 08 Jun 2026 Acquired (+) 131 41.32 5,413
RAJU ROBIN M Officer 08 Jun 2026 Acquired (+) 406 41.32 16,776
MEYERS KURT Officer 08 Jun 2026 Acquired (+) 250 41.32 10,330
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
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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
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The support, resistance and trendline levels presented has been generated by an artificial intelligence (AI) model and should be interpreted with caution.

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Risk Profile

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Disclaimer: The above is for illustrative purposes only and is NOT investment advice. Seek advice from a qualified financial professional.

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Take Profit 2 (TP2)

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