Stock Ideas
New
Stocks
Funds
Screener
Sectors
Watchlists
EQH

EQH - AXA Equitable Holdings Inc Stock Price, Fair Value and News

40.75USD+0.51 (+1.27%)Market Closed

Market Summary

EQH
USD40.75+0.51
Market Closed
1.27%

EQH Alerts

  • 3 major insider sales recently.
  • Big fall in earnings (Y/Y)

EQH Stock Price

View Fullscreen

EQH RSI Chart

EQH Valuation

Market Cap

13.3B

Price/Earnings (Trailing)

10.7

Price/Sales (Trailing)

1.27

EV/EBITDA

3.92

Price/Free Cashflow

32.33

EQH Price/Sales (Trailing)

EQH Profitability

EBT Margin

13.88%

Return on Equity

33%

Return on Assets

0.43%

Free Cashflow Yield

3.09%

EQH Fundamentals

EQH Revenue

Revenue (TTM)

10.4B

Rev. Growth (Yr)

-5.39%

Rev. Growth (Qtr)

2.76%

EQH Earnings

Earnings (TTM)

1.2B

Earnings Growth (Yr)

-35.59%

Earnings Growth (Qtr)

116.33%

Breaking Down EQH Revenue

Last 7 days

2.3%

Last 30 days

14.3%

Last 90 days

19.1%

Trailing 12 Months

63.5%

How does EQH drawdown profile look like?

EQH Financial Health

Debt/Equity

1.02

Debt/Cashflow

0.11

EQH Investor Care

Dividend Yield

2.16%

Dividend/Share (TTM)

0.88

Buy Backs (1Y)

8.66%

Diluted EPS (TTM)

3.36

Historical Charts for Stock Metrics

Get all data in R, Python etc through our Historical Stock Data APIs
Net sales
YearQ1Q2Q3Q4
202410.4B000
202311.9B9.5B10.2B10.5B
20228.9B10.1B11.4B12.6B
20219.4B6.5B8.2B7.6B
202020.5B17.8B15.1B12.4B
201910.9B11.1B13.1B9.6B
201812.5B11.6B9.8B12.1B
201711.9B12.1B12.3B12.5B
201600011.8B
201500010.0B

Tracking the Latest Insider Buys and Sells of AXA Equitable Holdings Inc

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
May 02, 2024
bernstein seth p
acquired
2,552,560
20.8109
122,655
see remarks
May 02, 2024
bernstein seth p
sold
-5,802,650
38.0569
-152,473
see remarks
Apr 15, 2024
pearson mark
sold
-1,087,120
36.2373
-30,000
president and ceo
Apr 15, 2024
hurd jeffrey j
sold
-361,239
36.2362
-9,969
chief operating officer
Apr 15, 2024
pearson mark
acquired
426,800
21.34
20,000
president and ceo
Apr 01, 2024
pearson mark
sold
-1,129,900
37.6634
-30,000
president and ceo
Apr 01, 2024
pearson mark
acquired
426,800
21.34
20,000
president and ceo
Mar 18, 2024
scott bertram l
sold
-247,011
35.2873
-7,000
-
Mar 15, 2024
hurd jeffrey j
sold
-352,093
35.3188
-9,969
chief operating officer
Mar 04, 2024
raju robin m
acquired
-
-
392
chief financial officer

1–10 of 50

Which funds bought or sold EQH recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
May 16, 2024
Redwood Investment Management, LLC
new
-
1,505,000
1,505,000
0.14%
May 16, 2024
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
added
2.27
3,394,930
23,677,800
0.03%
May 16, 2024
Meiji Yasuda Life Insurance Co
reduced
-18.88
-65,282
816,835
0.02%
May 16, 2024
JANE STREET GROUP, LLC
reduced
-88.93
-14,312,400
2,070,600
-%
May 16, 2024
COMERICA BANK
added
5.42
933,736
5,527,000
0.02%
May 16, 2024
EJF Capital LLC
reduced
-50.23
-881,915
1,159,880
0.81%
May 16, 2024
Global Financial Private Client, LLC
unchanged
-
137
1,236
-%
May 16, 2024
Tidal Investments LLC
reduced
-3.82
89,460
1,003,310
0.02%
May 15, 2024
Utah Retirement Systems
reduced
-2.47
225,977
2,221,910
0.03%
May 15, 2024
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO
reduced
-10.95
79,505
4,902,640
0.02%

1–10 of 48

Are Funds Buying or Selling EQH?

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

Unveiling AXA Equitable Holdings Inc's Major ShareHolders

Date FiledName of FilerPercent of ClassNo. of SharesForm Type
Feb 14, 2024
price t rowe associates inc /md/
8.2%
27,775,709
SC 13G/A
Feb 14, 2024
canada pension plan investment board
5.4%
18,166,769
SC 13G
Feb 13, 2024
vanguard group inc
11.23%
38,012,452
SC 13G/A
Feb 08, 2024
wellington management group llp
3.32%
11,240,981
SC 13G/A
Feb 08, 2024
pzena investment management llc
7.9%
26,764,910
SC 13G
Jan 26, 2024
norges bank
5.38%
18,217,109
SC 13G/A
Jan 24, 2024
blackrock inc.
9.7%
32,843,336
SC 13G/A
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

Recent SEC filings of AXA Equitable Holdings Inc

View All Filings
Date Filed Form Type Document
May 17, 2024
4
Insider Trading
May 14, 2024
13F-HR
Fund Holdings Report
May 03, 2024
4
Insider Trading
May 02, 2024
10-Q
Quarterly Report
May 02, 2024
144
Notice of Insider Sale Intent
Apr 30, 2024
8-K
Current Report
Apr 16, 2024
4
Insider Trading
Apr 16, 2024
4
Insider Trading
Apr 09, 2024
ARS
ARS
Apr 09, 2024
DEF 14A
DEF 14A

Peers (Alternatives to AXA Equitable Holdings Inc)

NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
1.1T
1.3B
1.56% 3220.84%
-5.4K
851.43
-10.27% -34.69%
56.3B
10.6B
11.80% 20.14%
51.57
5.3
20.42% -6.05%
53.5B
48.4B
11.01% 48.35%
11.07
1.1
-4.15% -20.63%
50.3B
42.9B
6.36% 19.84%
16.03
1.17
13.52% 12.15%
50.2B
19.3B
10.10% 32.07%
9.39
2.6
3.03% 17.35%
37.9B
14.4B
11.43% 34.12%
7.82
2.63
32.92% 143.01%
11.2B
8.0B
7.21% 13.44%
12.7
1.4
11.14% 7.56%
MID-CAP
10.1B
12.6B
5.84% 14.37%
7.61
0.8
4.24% -13.40%
9.1B
11.4B
3.23% 33.23%
11.93
0.8
9.81% 217.29%
5.1B
11.9B
12.70% 41.34%
3.81
0.43
-33.27% 234.43%
3.9B
3.2B
-0.20% 45.14%
5.55
1.23
64.05% -35.60%
SMALL-CAP
2.0B
1.3B
23.61% 49.66%
-37.13
1.59
18.74% 30.90%
887.3M
308.9M
-4.69% -15.41%
14.38
2.87
3.79% 10.94%
818.6M
314.0M
28.73% 23.89%
14.24
2.61
-29.20% -88.19%
35.5M
187.5M
-11.22% -20.55%
-49.09
0.19
2.74% 73.83%

AXA Equitable Holdings Inc News

Latest updates
Defense World6 hours ago
Yahoo New Zealand News08 May 202412:40 am

AXA Equitable Holdings Inc Earnings Report: Key Takeaways & Analysis

Income Statement (Last 12 Months)
(In Millions)
Income Statement (Quarterly)
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2024Q12023Q42023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q1
Revenue2.8%2,2302,1703,6242,3772,3571,8162,9924,6903,1463,3813,6152,9501,1535161,8407,22512,6091,6893,0783,1561,709
EBITDA Margin71.4%0.16*0.10*0.20*0.14*0.17*0.26*0.56*0.64*0.61*0.38*-0.29*-0.66*---------
Interest Expenses0%57.0057.0055.0055.0061.0053.0051.0050.0047.0060.0059.0051.0074.0048.0052.0048.0052.0054.0054.0057.0056.00
Income Taxes113.2%30.00-228340-292-72520.0017726413766116521.00-408-885-218-1,0751,434-271-12110.00-223
Earnings Before Taxes130.2%247-8171,475539-4591588251,2757343,243930244-1,808-2,021-923-5,0086,859-1,112-427438-962
EBT Margin98.1%0.14*0.07*0.17*0.11*0.15*0.24*0.53*0.61*0.58*0.34*-0.32*-0.70*---------
Net Income116.3%114-6981,06475917762.005949675302,448672123-1,488-1,238-779-4,0195,388-937-374361-805
Net Income Margin-3.7%0.12*0.12*0.20*0.17*0.15*0.17*0.40*0.46*0.43*0.23*-0.23*-0.52*---------
Free Cashflow107.9%31.00-392410361-58761.0022968.00-608161241-581---------
Balance Sheet
(In Millions)
Balance Sheet
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2024Q12023Q42023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q2
Assets3.2%285,577276,814260,252269,006261,500252,702253,092253,482277,658295,688284,579285,982281,407276,832275,397262,496254,018240,681249,818244,646238,597
    Cash Equivalents25.7%10,3578,2396,0967,6935,0184,2814,1395,1095,7135,1885,2555,761-6,7956,1798,6848,36410,3154,4054,4714,734
Liabilities3.4%280,831271,656256,335263,215255,416249,106240,413246,135267,789283,293271,264272,636-264,427258,077243,549234,893218,889234,406227,830221,952
  Short Term Borrowings-100.0%-254--751759---92.00-----------
  Long Term Debt0.0%3,8213,8203,8203,8193,8193,322---3,839-----------
    LT Debt, Non Current-100.0%-3,8203,8203,8193,8193,322---3,839-----------
Shareholder's Equity41.8%3,7552,6491,6425,2605,4711,4014,8897,1119,45611,92713,17213,304-12,26817,17718,85219,03821,53515,04716,48216,217
  Retained Earnings-1.3%10,11010,24311,16310,3259,8069,82510,83910,7189,3128,4138,8578,739-8,75810,69912,03212,89917,00711,74412,83513,293
  Additional Paid-In Capital-0.3%2,3222,3282,3082,2972,2982,2992,0271,9181,9331,9191,9171,980-1,9281,9851,9531,9381,9301,9201,8971,901
Shares Outstanding-1.9%328334342350359365375379389417423429---------
Minority Interest-0.9%1,7231,7391,6391,7071,7171,7401,4791,4101,5291,5761,4921,572-1,5751,6011,5521,5401,5541,5911,5421,545
Float----9,500---9,800---11,900----7,800---5,600
Cashflow (Last 12 Months)
(In Millions)
Cashflow (Quarterly)
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2024Q12023Q42023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q1
Cashflow From Operations107.9%31.00-392410361-58761.0022968.00-608161241-581-14.00-66.0055322.00-57076.00133-316-109
Cashflow From Investing-2432.2%-2,682115-2,449-1,087-1,430-3,215-2,524-1,577-171-1,914-2,484-4,540-3,751-3,855-5,530-2,5854,147-1,085-4,969-2,372-70.00
Cashflow From Financing107.2%4,9452,3874703,3942,7493,4211,3639461,3151,7671,7513,9944,4361,4985,2855692,3229924,5812,294838
  Dividend Payments-100.0%-74.0077.0078.0072.0074.0075.0075.0070.0072.0074.0076.0074.0075.0076.0077.0069.0070.0074.0073.0068.00
  Buy Backs-100.0%-473--214360--279626463-39.0043010010025.00205585-1.001.00744
Get Full Access to Grufity – and Unlimited Downloads
Gain full access to fair value, watchlists, stock screener, unlimited page visits, and additional features by joining as a member today for just $1.99.
Try For Just $1.99

EQH Income Statement

2024-03-31
Consolidated Statements of Income (Loss) - USD ($)
shares in Millions, $ in Millions
3 Months Ended
Mar. 31, 2024
Mar. 31, 2023
REVENUES  
Policy charges and fee income$ 614$ 588
Premiums275276
Net derivative gains (losses)(1,376)(841)
Net investment income (loss)1,219990
Investment gains (losses), net:  
Credit and intent to sell losses on available for sale debt securities and loans(20)(66)
Other investment gains (losses), net(19)(21)
Total investment gains (losses), net(39)(87)
Investment management and service fees1,2781,180
Other income259251
Total revenues2,2302,357
BENEFITS AND OTHER DEDUCTIONS  
Policyholders’ benefits677730
Remeasurement of liability for future policy benefits14
Change in market risk benefits and purchased market risk benefits(1,100)20
Interest credited to policyholders’ account balances566463
Compensation and benefits620583
Commissions and distribution-related payments437380
Interest expense5761
Amortization of deferred policy acquisition costs172152
Other operating costs and expenses553423
Total benefits and other deductions1,9832,816
Income (loss) from continuing operations, before income taxes247(459)
Income tax (expense) benefit(30)725
Net income (loss)217266
Less: Net income (loss) attributable to the noncontrolling interest[1]10389
Net income (loss) attributable to Holdings114177
Less: Preferred stock dividends1414
Net income (loss) available to Holdings’ common shareholders, basic100163
Net income (loss) available to Holdings’ common shareholders, diluted$ 100$ 163
Net income (loss) applicable to Holdings’ common shareholders per common share:  
Basic (in dollars per share)$ 0.30$ 0.45
Diluted (in dollars per share)$ 0.30$ 0.45
Weighted average common shares outstanding (in millions):  
Basic (in shares)330.2361.9
Diluted (in shares)332.7364.1
[1]Includes redeemable noncontrolling interest. See Note 14 of the Notes to these Consolidated Financial Statements for details of redeemable noncontrolling interest.

EQH Balance Sheet

2024-03-31
Consolidated Balance Sheets - USD ($)
$ in Millions
Mar. 31, 2024
Dec. 31, 2023
Investments:  
Fixed maturities available-for-sale, at fair value (amortized cost of $75,270 and $74,033) (allowance for credit losses of $4 and $4)$ 67,606$ 67,030
Fixed maturities, at fair value using the fair value option[1]1,6871,654
Mortgage loans on real estate (net of allowance for credit losses of $297 and $279)[1]18,57018,171
Policy loans4,1914,158
Other equity investments[1]3,5023,384
Trading securities, at fair value1,3401,057
Other invested assets[1]5,7246,719
Total investments102,620102,173
Cash and cash equivalents[1]10,3578,239
Cash and securities segregated, at fair value866868
Broker-dealer related receivables1,8081,837
Deferred policy acquisition costs6,8046,705
Goodwill and other intangible assets, net5,4195,433
Amounts due from reinsurers (allowance for credit losses of $8 and $7)8,3878,352
Current and deferred income taxes2,0632,050
Purchased market risk benefits8,3379,427
Other assets[1]3,6183,323
Assets held-for-sale745565
Assets for market risk benefits818591
Separate Accounts assets133,735127,251
Total Assets285,577276,814
LIABILITIES  
Policyholders’ account balances100,24695,673
Liability for market risk benefits12,81414,612
Future policy benefits and other policyholders' liabilities17,32417,363
Broker-dealer related payables1,0221,232
Customer related payables2,1622,201
Amounts due to reinsurers1,3771,450
Short-term debt0254
Long-term debt3,8213,820
Notes issued by consolidated variable interest entities, at fair value using the fair value option[1]1,5801,559
Other liabilities[1]6,5116,088
Liabilities held-for-sale239153
Separate Accounts liabilities133,735127,251
Total Liabilities280,831271,656
Redeemable noncontrolling interest[1],[2]991770
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; 486,728,840 and 491,003,966 shares issued, respectively; 327,616,168 and 333,877,990 shares outstanding, respectively55
Additional paid-in capital2,3222,328
Treasury stock, at cost, $159,108,981 and 157,125,976 shares, respectively(3,801)(3,712)
Retained earnings10,11010,243
Accumulated other comprehensive income (loss)(8,166)(7,777)
Total equity attributable to Holdings2,0322,649
Noncontrolling interest1,7231,739
Total Equity3,7554,388
Total Liabilities, Redeemable Noncontrolling Interest and Equity$ 285,577$ 276,814
[1]See Note 2 of the Notes to these Consolidated Financial Statements for details of balances with VIEs.
[2]See Note 14 of the Notes to these Consolidated Financial Statements for details of redeemable noncontrolling interest.
[3]See Note 15 of the Notes to these Consolidated Financial Statements for details of commitments and contingent liabilities.
EQH
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. The Protection Solutions segment provides life insurance products such as VUL insurance and IUL insurance and our employee benefits business on small and medium-sized 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.
 CEO
 WEBSITEequitableholdings.com
 INDUSTRYInsurance Property & Casualty
 EMPLOYEES12300

AXA Equitable Holdings Inc Frequently Asked Questions


What is the ticker symbol for AXA Equitable Holdings Inc? What does EQH stand for in stocks?

EQH is the stock ticker symbol of AXA Equitable Holdings Inc. Every public company that trades on a stock exchange gets a ticker symbol.

What is the market capital of AXA Equitable Holdings Inc (EQH)?

As of Fri May 17 2024, market cap of AXA Equitable Holdings Inc is 13.25 Billion. The market capitalization is calculated by multiplying the stock price with the number of shares outstanding.

What is the fair value of EQH stock?

You can check EQH's fair value in chart for subscribers.

What is the fair value of EQH stock?

You can check EQH's fair value in chart for subscribers. The fair value of AXA Equitable Holdings Inc is provided for various growth and macro-economic scenarios from very pessimiatic to very optimistic assumptions. These fair values are estimates from Grufity's Fair Value model based on company's past performance. However, past performance of AXA Equitable Holdings Inc is no guarantee of future performance. These fairvalue estimates should only be used as one of the inputs in your stock analysis. We provide model's historical fair value estimates for EQH so that you know how good or bad the model has been in the past so you can discard it if needed. There are others that provide fair values of stocks such as wallmine, finbox, gurufocus and finviz. Most provide point in time estimates. We provide a history of our models fair value estimates so that you can get a sense of it's usefulness. Otherwise this data point is of little use.

Is AXA Equitable Holdings Inc a good stock to buy?

The fair value guage provides a quick view whether EQH is over valued or under valued. Whether AXA Equitable Holdings Inc is cheap or expensive depends on the assumptions which impact AXA Equitable Holdings Inc's fair value. We provide several scenarios of inflation and growth to encompass these range of assumptions for EQH.

What is AXA Equitable Holdings Inc's Price to Earnings (PE) and Price to sales (PS) ratio?

As of Fri May 17 2024, EQH's PE ratio (Price to Earnings) is 10.7 and Price to Sales (PS) ratio is 1.27. The price to earnings and price to sales ratio are two most important valuation metrics for any company. PE ratio tell us the number of years of earnings investors are ready to pay for owning the company. Historically, S&P500 price to earnings ratio has fallen below 12 during periods of gloom and gone past 30 during periods of euphoria. EQH PE ratio will change depending on the future growth rate expectations of investors.