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Axa Equitable Holdings Inc Stock Research

EQH

26.62USD-0.82(-2.99%)Delayedas of 03 Oct 2023, 02:44 pm
Watchlist

Market Summary

USD26.62-0.82
Delayedas of 03 Oct 2023, 02:44 pm
-2.99%

EQH Alerts

  • Big fall in Revenue (Y/Y)

EQH Stock Price

EQH RSI Chart

EQH Valuation

Market Cap

9.6B

Price/Earnings (Trailing)

12.2

Price/Sales (Trailing)

1.16

EV/EBITDA

7.24

Price/Free Cashflow

150.17

EQH Price/Sales (Trailing)

EQH Profitability

EBT Margin

15.79%

Return on Equity

46.8%

Return on Assets

0.67%

Free Cashflow Yield

0.67%

EQH Fundamentals

EQH Revenue

Revenue (TTM)

8.3B

Revenue Y/Y

-49.32%

Revenue Q/Q

0.85%

EQH Earnings

Earnings (TTM)

788.0M

Earnings Y/Y

-21.51%

Earnings Q/Q

328.81%

Price Action

52 Week Range

21.8933.24
(Low)(High)

Last 7 days

-2.9%

Last 30 days

-6%

Last 90 days

0.2%

Trailing 12 Months

4.8%

EQH Financial Health

EQH Investor Care

Dividend Yield

2.99%

Dividend/Share (TTM)

0.82

Buy Backs (1Y)

7.56%

Diluted EPS (TTM)

2.08

Historical Charts for Stock Metrics

Get all data in R, Python etc through our Historical Stock Data APIs
Net sales

Latest Insider Trading transactions for EQH

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
2023-08-14
Gonzalez Jose Ramon
acquired
-
-
252
chief legal officer
2023-08-14
Lane Nick
acquired
-
-
493
(see remarks)
2023-08-14
HURD JEFFREY J
acquired
-
-
433
chief operating officer
2023-08-14
Raju Robin M
acquired
-
-
408
chief financial officer
2023-08-14
Eckert William James IV
acquired
-
-
86.99
chief accounting officer
2023-08-14
Pearson Mark
acquired
-
-
2,014
president and ceo
2023-08-14
BERNSTEIN SETH P
acquired
-
-
177
see remarks
2023-06-12
Gonzalez Jose Ramon
acquired
-
-
267
chief legal officer
2023-06-12
Lane Nick
acquired
-
-
523
(see remarks)
2023-06-12
Pearson Mark
acquired
-
-
2,136
president and ceo

1–10 of 50

Which funds bought or sold EQH recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
2023-09-26
BROOKFIELD Corp /ON/
sold off
-100
-12,420,600
-
-%
2023-09-26
M Holdings Securities, Inc.
sold off
-100
-519,000
-
-%
2023-09-21
Jefferies Group LLC
new
-
1,190,230
1,190,230
0.01%
2023-09-20
BARCLAYS PLC
reduced
-4.06
435,000
17,071,000
0.01%
2023-09-12
Farther Finance Advisors, LLC
reduced
-6.55
-6.00
16,269
-%
2023-08-22
COMERICA BANK
new
-
-
-
-%
2023-08-22
COMERICA BANK
new
-
2,000
2,000
-%
2023-08-21
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
reduced
-6.49
4,170
16,637,600
0.02%
2023-08-21
OSAIC HOLDINGS, INC.
reduced
-37.23
-147,871
302,262
-%
2023-08-16
Nuveen Asset Management, LLC
reduced
-7.69
-1,369,300
108,193,000
0.04%

1–10 of 48

Latest Funds Activity

Are funds buying EQH calls or puts?
Calls
Puts
No. of funds holding Calls - Puts
Net Call Options
No. of funds that own EQH
No. of Funds

Schedule 13G FIlings of Axa Equitable Holdings

Date FiledName of FilerPercent of ClassNo. of SharesForm Type
Feb 14, 2023
norges bank
5.21%
19,287,784
SC 13G/A
Feb 14, 2023
price t rowe associates inc /md/
8.8%
32,669,066
SC 13G/A
Feb 09, 2023
vanguard group inc
10.21%
37,781,024
SC 13G/A
Feb 06, 2023
wellington management group llp
5.14%
19,011,235
SC 13G
Jan 27, 2023
blackrock inc.
8.7%
32,220,514
SC 13G/A
Jan 25, 2023
pzena investment management llc
6.1%
22,605,769
SC 13G/A
Mar 09, 2022
vanguard group inc
10.63%
41,426,056
SC 13G/A
Feb 14, 2022
price t rowe associates inc /md/
11.1%
45,033,655
SC 13G/A
Feb 09, 2022
norges bank
5.83%
23,617,693
SC 13G/A
Feb 03, 2022
blackrock inc.
8.2%
33,207,445
SC 13G/A

Recent SEC filings of Axa Equitable Holdings

View All Filings
Date Filed Form Type Document
Aug 15, 2023
4
Insider Trading
Aug 15, 2023
4
Insider Trading
Aug 15, 2023
4
Insider Trading
Aug 15, 2023
4
Insider Trading
Aug 15, 2023
4
Insider Trading
Aug 15, 2023
4
Insider Trading
Aug 15, 2023
4
Insider Trading
Aug 15, 2023
13F-HR
Fund Holdings Report
Aug 09, 2023
10-Q
Quarterly Report
Aug 02, 2023
8-K
Current Report

Peers (Alternatives to Axa Equitable Holdings)

View All Peers In Detail
NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
110.0B
45.6B
-6.35% 11.22%
14.79
2.41
15.43% -2.20%
105.4B
50.2B
-2.72% 10.18%
11.91
2.1
62.27% -45.33%
97.5B
20.8B
-11.49% -24.84%
14.16
4.69
9.06% 9.27%
96.1B
17.4B
-8.94% 18.51%
18.51
5.53
-10.46% -11.12%
MID-CAP
9.6B
8.3B
-6.00% 4.81%
12.2
1.16
-27.15% -82.93%
8.3B
7.0B
-1.49% 23.46%
17.45
1.18
-7.45% -59.97%
7.8B
1.9B
-4.58% 20.63%
19.57
4.15
-8.00% -31.66%
7.0B
6.6B
-5.48% 9.76%
10.9
1.06
-1.77% -8.15%
4.7B
2.1B
-3.48% 17.20%
4.09
2.19
-13.32% 104.61%
SMALL-CAP
1.4B
627.3M
-6.25% -9.29%
-161.88
2.19
-11.62% 98.85%
1.3B
2.3B
-12.19% 3.86%
12.64
0.59
8.91% -34.34%
663.2M
9.3B
-24.91% 0.79%
4.24
0.07
13.82% 17.98%
22.4M
102.9M
5.11% -44.62%
-5.74
0.22
-19.29% -127.23%
7.5M
6.9M
-11.54% -47.38%
-0.2
1.09
270.01% -173.88%

Axa Equitable Holdings News

Business Wire
Equitable Excellence Scholarships Awarded to 200 Graduating High ....
Business Wire,
3 months ago
Business Wire
Business Wire
Business Wire
Business Wire

Returns for EQH

Cumulative Returns on EQH

7.5%


5-Year Cumulative Returns

15.6%


3-Year Cumulative Returns

Risks for EQH

What is the probability of a big loss on EQH?

68.8%


Probability that Axa Equitable Holdings stock will be more than 20% underwater in next one year

35%


Probability that Axa Equitable Holdings stock will be more than 30% underwater in next one year.

19.2%


Probability that Axa Equitable Holdings stock will be more than 40% underwater in next one year.
*Calculated based on probability distribution of losses observed in actual data in the last 5 years.

How does EQH drawdown profile look like?

Y-axis is the maximum loss one would have experienced if Axa Equitable Holdings was unfortunately bought at previous high price.

Drawdowns

Financials for Axa Equitable Holdings

Income Statement (Last 12 Months)
Income Statement (Last 12 Months)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Revenue-21.9%8,266,000,00010,579,000,00012,644,000,00010,741,000,00011,347,000,0009,607,000,0007,614,000,0008,234,000,0006,459,000,000959,000,00012,415,000,00013,588,000,00014,826,000,00020,532,000,0009,632,000,00013,098,000,00011,103,000,00010,913,000,00012,078,000,0009,845,000,00011,568,000,000
EBITDA-100.0%-1,961,000,0003,193,000,0004,119,000,0004,638,000,0002,643,000,00075,000,000-2,423,000,000-4,283,000,000-7,743,000,000902,000,0001,817,000,0002,315,000,0007,753,000,000-1,129,000,000------
EBITDA Margin-100.0%-0.180.250.270.450.190.01-0.29-0.66-8.070.070.130.160.38-0.12------
Interest Expenses2.3%220,000,000215,000,000201,000,000208,000,000216,000,000217,000,000244,000,000232,000,000225,000,000222,000,000200,000,000206,000,000208,000,000217,000,000221,000,000227,000,000238,000,000241,000,000231,000,000216,000,000193,000,000
Earnings Before Taxes-94.2%45,000,000781,000,0002,992,000,0005,671,000,0006,182,000,0005,151,000,0002,609,000,000-2,655,000,000-4,508,000,000-9,760,000,000-1,093,000,000-184,000,000312,000,0005,758,000,000-2,063,000,0001,378,000,0001,187,000,0001,071,000,0002,461,000,000908,000,0001,573,000,000
EBT Margin-100.0%-0.160.240.250.430.18-0.02-0.32-0.70-10.18-0.09-0.010.020.28-0.21------
Net Income-20.9%788,000,000996,000,0002,153,000,0004,218,000,0004,617,000,0003,773,000,0001,755,000,000-1,931,000,000-3,382,000,000-7,524,000,000-648,000,000-347,000,00058,000,0004,438,000,000-1,755,000,0001,120,000,000998,000,000801,000,0001,820,000,000365,000,000871,000,000
Net Income Margin-100.0%-0.160.170.180.310.12-0.04-0.23-0.52-7.85-0.05-0.030.000.22-0.18------
Free Cashflow100.0%--229,000,000-250,000,000-1,147,000,000-985,000,000-1,472,000,000-756,000,000-420,000,000-108,000,000495,000,000-61,000,00081,000,000-339,000,000-677,000,000-216,000,000------
Balance Sheet
(In Millions)
Balance Sheet
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Assets2.9%269,006261,500252,702245,600253,482277,658295,688284,579285,982276,832275,397262,496254,018240,681249,818244,646238,597232,819220,779234,451230,947
    Cash Equivalents53.3%7,6935,0184,2814,1395,1095,7135,1885,2555,7616,7956,1798,6848,36410,3154,4054,4714,7345,1294,4694,7776,833
Liabilities3.1%263,215255,416249,106240,413246,135267,789283,293271,264272,636264,427258,077243,549234,893218,889234,406227,830221,952217,930205,224220,437215,950
  Short Term Borrowings-100.0%-751759---92.00--------------
    LT Debt, Non Current0%3,8193,8193,322---3,839--------------
Shareholder's Equity-35.1%3,5535,4711,4013,3547,1119,45611,92713,17213,30412,26817,17718,85219,03821,53515,04716,48216,21714,59115,36813,87114,851
  Retained Earnings5.3%10,3259,8069,82510,83910,7189,3128,4138,8578,7398,75810,69912,03212,89917,00711,74412,83513,29313,00413,93712,03112,601
  Additional Paid-In Capital0.0%2,2972,2982,2992,0271,9181,9331,9191,9171,9801,9281,9851,9531,9381,9301,9201,8971,9011,8811,9082,0252,067
Shares Outstanding-2.5%350359365370379389391411424434441448450461464490491518529560561
Minority Interest-0.6%1,7071,7171,7401,4791,4101,5291,5761,4921,5721,5751,6011,5521,5401,5541,5911,5421,5451,5391,5661,4601,487
Cashflow (Last 12 Months)
(In Millions)
Cashflow (Last 12 Months)
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Cashflow From Operations127.9%64.00-229-250-584-138-787-193-420-108495-61.0081.00-339-677-216-96.00-22.0019961.00-1,422-1,251
Cashflow From Investing5.6%-8,256-8,746-7,487-6,186-6,146-9,109-12,689-14,630-17,676-15,721-7,823-5,053-4,492-4,279-8,496-7,731-5,722-2,235-2,049-4,850-3,391
Cashflow From Financing28.9%10,9278,4797,0455,8255,7798,82711,94811,67915,21311,7889,6749,1688,46410,1898,7057,5323,6511,0931,6554,6075,283
  Dividend Payments1.0%29929629429229129229629930130229729229028628528428321015788.0015.00
  Buy Backs0%3643648497477477471,6375306306554308937927681,3501,3351,3931,39264857.00-

EQH Income Statement

2023-06-30
Consolidated Statements of Income (Loss) - USD ($)
shares in Millions, $ in Millions
3 Months Ended6 Months Ended
Jun. 30, 2023
Jun. 30, 2022
Jun. 30, 2023
Jun. 30, 2022
REVENUES    
Policy charges and fee income$ 594$ 620$ 1,182$ 1,270
Premiums280238556485
Net derivative gains (losses)(917)1,858(1,758)2,017
Net investment income (loss)1,0367112,0261,515
Investment gains (losses), net:    
Credit and intent to sell losses on available for sale debt securities and loans(14)(9)(80)1
Other investment gains (losses), net(42)(223)(63)(559)
Total investment gains (losses), net(56)(232)(143)(558)
Investment management and service fees1,1821,1972,3622,552
Other income258298509555
Total revenues2,3774,6904,7347,836
BENEFITS AND OTHER DEDUCTIONS    
Policyholders’ benefits6845891,4141,391
Remeasurement of liability for future policy benefits(7)12(3)34
Change in market risk benefits and purchased market risk benefits(975)814(955)347
Interest credited to policyholders’ account balances501310964623
Compensation and benefits5665181,1491,114
Commissions and distribution-related payments393394773816
Interest expense555011697
Amortization of deferred policy acquisition costs155145307288
Other operating costs and expenses4665838891,117
Total benefits and other deductions1,8383,4154,6545,827
Income (loss) from continuing operations, before income taxes5391,275802,009
Income tax (expense) benefit292(264)1,017(401)
Net income (loss)8311,0111,0971,608
Less: Net income (loss) attributable to the noncontrolling interest[1]7244161111
Net income (loss) attributable to Holdings7599679361,497
Less: Preferred stock dividends26264040
Net income (loss) available to Holdings’ common shareholders basic7339418961,457
Net income (loss) available to Holdings’ common shareholders diluted$ 733$ 941$ 896$ 1,457
Net income (loss) applicable to Holdings’ common shareholders per common share:    
Basic (in dollars per share)$ 2.06$ 2.48$ 2.50$ 3.80
Diluted (in dollars per share)$ 2.06$ 2.47$ 2.49$ 3.77
Weighted average common shares outstanding (in millions):    
Basic (in shares)355.2378.9358.5383.7
Weighted-average common shares outstanding — diluted (in shares)356.1380.6360.0386.1
[1]Includes redeemable noncontrolling interest. See Note 15 of the Notes to these Consolidated Financial Statements for details of redeemable noncontrolling interest.

EQH Balance Sheet

2023-06-30
Consolidated Balance Sheets - USD ($)
$ in Millions
Jun. 30, 2023
Dec. 31, 2022
Investments:  
Fixed maturities available-for-sale, at fair value (amortized cost of $73,994 and $72,991) (allowance for credit losses of $2 and $24)$ 65,351$ 63,361
Fixed maturities, at fair value using the fair value option[1]1,5741,508
Mortgage loans on real estate (net of allowance for credit losses of $139 and $129)[1]17,36416,481
Policy loans4,0614,033
Other equity investments[1]3,2643,152
Trading securities, at fair value873677
Other invested assets[1]5,2353,885
Total investments97,72293,097
Cash and cash equivalents[1]7,6934,281
Cash and securities segregated, at fair value8791,522
Broker-dealer related receivables2,0532,338
Deferred policy acquisition costs6,5126,369
Goodwill and other intangible assets, net5,4635,482
Amounts due from reinsurers (allowance for credit losses of $0 and $10)8,3958,471
Current and deferred income taxes1,726781
Purchased market risk benefits9,93110,423
Other assets[1]3,3914,033
Assets held-for-sale566562
Assets for market risk benefits777490
Separate Accounts assets123,898114,853
Total Assets269,006252,702
LIABILITIES  
Policyholders’ account balances91,59583,866
Liability for market risk benefits13,64215,766
Future policy benefits and other policyholders' liabilities16,78616,603
Broker-dealer related payables1,522715
Customer related payables2,5263,323
Amounts due to reinsurers1,4041,533
Short-term debt0759
Long-term debt3,8193,322
Notes issued by consolidated variable interest entities, at fair value using the fair value option[1]1,4841,150
Other liabilities[1]6,4107,108
Liabilities held-for-sale129108
Separate Accounts liabilities123,898114,853
Total Liabilities263,215249,106
Redeemable noncontrolling interest[1],[2]531455
Commitments and contingent liabilities[3]
Equity attributable to Holdings:  
Preferred stock and additional paid-in capital, $1 par value and $25,000 liquidation preference1,5621,562
Common stock, $0.01 par value, 2,000,000,000 shares authorized; 500,292,963 and 508,418,442 shares issued, respectively; 350,240,160 and 365,081,940 shares outstanding, respectively44
Additional paid-in capital2,2972,299
Treasury stock, at cost, 150,083,983 and 143,336,502 shares, respectively(3,493)(3,297)
Retained earnings10,3259,825
Accumulated other comprehensive income (loss)(7,142)(8,992)
Total equity attributable to Holdings3,5531,401
Noncontrolling interest1,7071,740
Total Equity5,2603,141
Total Liabilities, Redeemable Noncontrolling Interest and Equity$ 269,006$ 252,702
[1]See Note 2 of the Notes to these Consolidated Financial Statements for details of balances with VIEs.
[2]See Note 15 of the Notes to these Consolidated Financial Statements for details of redeemable noncontrolling interest.
[3]See Note 16 of the Notes to these Consolidated Financial Statements for details of commitments and contingent liabilities.
Mark Pearson
7800
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.