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EQH

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

35.22USD-0.06 (-0.17%)Market Closed

Market Summary

EQH
USD35.22-0.06
Market Closed
-0.17%

EQH Alerts

  • 4 major insider sales recently.
  • Big fall in earnings (Y/Y)
  • Losses in recent quarter

EQH Stock Price

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EQH RSI Chart

EQH Valuation

Market Cap

11.6B

Price/Earnings (Trailing)

8.92

Price/Sales (Trailing)

1.1

EV/EBITDA

7.11

Price/Free Cashflow

-55.83

EQH Price/Sales (Trailing)

EQH Profitability

EBT Margin

7.01%

Return on Equity

29.67%

Return on Assets

0.47%

Free Cashflow Yield

-1.79%

EQH Fundamentals

EQH Revenue

Revenue (TTM)

10.5B

Rev. Growth (Yr)

19.49%

Rev. Growth (Qtr)

-40.12%

EQH Earnings

Earnings (TTM)

1.3B

Earnings Growth (Yr)

-1.2K%

Earnings Growth (Qtr)

-165.6%

Breaking Down EQH Revenue

Last 7 days

1.4%

Last 30 days

4.8%

Last 90 days

20.5%

Trailing 12 Months

7.6%

How does EQH drawdown profile look like?

EQH Financial Health

Debt/Equity

0.87

Debt/Cashflow

-0.05

EQH Investor Care

Dividend Yield

2.44%

Dividend/Share (TTM)

0.86

Buy Backs (1Y)

8.87%

Diluted EPS (TTM)

3.51

Historical Charts for Stock Metrics

Get all data in R, Python etc through our Historical Stock Data APIs
Net sales
YearQ1Q2Q3Q4
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
Mar 04, 2024
bernstein seth p
acquired
-
-
150
see remarks
Mar 04, 2024
eckert william james iv
acquired
-
-
71.49
chief accounting officer
Mar 04, 2024
raju robin m
acquired
-
-
392
chief financial officer
Mar 04, 2024
gonzalez jose ramon
acquired
-
-
208
chief legal officer
Mar 04, 2024
hurd jeffrey j
acquired
-
-
377
chief operating officer
Mar 04, 2024
lane nick
acquired
-
-
420
(see remarks)
Mar 04, 2024
pearson mark
acquired
-
-
1,771
president and ceo
Mar 01, 2024
pearson mark
acquired
853,600
21.34
40,000
president and ceo
Mar 01, 2024
pearson mark
sold
-2,026,170
33.7695
-60,000
president and ceo
Feb 29, 2024
hurd jeffrey j
sold
-341,724
34.2787
-9,969
chief operating officer

1–10 of 50

Which funds bought or sold EQH recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
Mar 11, 2024
VANGUARD GROUP INC
added
1.19
199,324,000
1,265,810,000
0.03%
Mar 08, 2024
ICA Group Wealth Management, LLC
new
-
3,530
3,530
-%
Mar 04, 2024
TUCKER ASSET MANAGEMENT LLC
unchanged
-
63.00
1,930
-%
Mar 01, 2024
GOLDMAN SACHS GROUP INC
added
105
101,755,000
174,139,000
0.02%
Mar 01, 2024
ROYAL LONDON ASSET MANAGEMENT LTD
reduced
-6.08
359,674
3,920,810
0.01%
Feb 28, 2024
AMERICAN INTERNATIONAL GROUP, INC.
added
6,869
14,243,200
14,419,600
0.06%
Feb 27, 2024
Beaird Harris Wealth Management, LLC
new
-
1,233
1,233
-%
Feb 26, 2024
Integrated Advisors Network LLC
reduced
-3.25
120,271
1,012,090
0.06%
Feb 26, 2024
Virtu Financial LLC
new
-
315,000
315,000
0.03%
Feb 26, 2024
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY
new
-
2,892,000
2,892,000
0.03%

1–10 of 49

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
Mar 06, 2024
4
Insider Trading
Mar 06, 2024
4
Insider Trading
Mar 06, 2024
4
Insider Trading
Mar 06, 2024
4
Insider Trading
Mar 06, 2024
4
Insider Trading
Mar 06, 2024
4
Insider Trading
Mar 06, 2024
4
Insider Trading
Mar 04, 2024
4
Insider Trading
Mar 01, 2024
4
Insider Trading
Mar 01, 2024
4
Insider Trading

What is the Fair Value of EQH?

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Disclaimer: Conduct thorough research and seek guidance from a certified financial advisor prior to finalizing any investment choices.

Peers (Alternatives to AXA Equitable Holdings Inc)

NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
54.9B
10.1B
1.88% 23.00%
56.57
5.45
17.79% -12.97%
51.9B
46.8B
3.76% 14.99%
14.26
1.11
-14.05% -64.38%
50.6B
41.4B
11.23% 17.09%
16.92
1.22
12.15% 5.24%
48.7B
18.7B
-4.06% 14.27%
10.45
2.6
-2.30% 5.45%
34.4B
13.6B
10.84% 34.09%
7.74
2.52
41.83% 201.02%
34.0B
1.4B
-2.02% 3200.44%
-181.05
23.64
-25.27% -3.53%
11.1B
7.8B
3.88% -7.53%
13.01
1.42
11.18% -5.12%
MID-CAP
10.0B
12.4B
7.43% 14.77%
7.77
0.81
3.35% -8.77%
9.4B
11.1B
5.52% 30.93%
14.66
0.85
9.21% 132.28%
4.6B
11.6B
-1.55% -17.34%
-6.11
0.39
-38.09% -155.38%
4.4B
2.8B
-0.25% 16.81%
21.1
1.57
100.59% -89.04%
SMALL-CAP
1.8B
1.2B
11.58% -9.43%
-19.55
1.45
24.25% -115.79%
966.9M
306.9M
8.27% -6.39%
15.57
3.15
4.11% 11.70%
679.7M
269.0M
-0.25% -2.80%
151.05
2.53
-46.68% -99.14%
55.3M
185.3M
-7.28% 1.59%
17.82
0.3
-3.68% -1.30%

AXA Equitable Holdings Inc News

Latest updates
Defense World • 67 minutes ago
Yahoo Movies Canada • 14 Mar 2024 • 11:44 pm
InvestorsObserver • 11 Mar 2024 • 05:27 pm
InvestorsObserver • 08 Mar 2024 • 08:05 pm
Yahoo Finance • 04 Mar 2024 • 08:00 am
Yahoo Finance • 24 Feb 2024 • 08:00 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/Q2023Q42023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q4
Revenue-40.1%2,1703,6242,3772,3571,8162,9924,6903,1463,3813,6152,9501,1535161,8407,22512,6091,6893,0783,1561,7095,155
EBITDA Margin-50.4%0.10*0.20*0.14*0.17*0.26*0.56*0.64*0.61*0.38*-0.29*-0.66*-1.01*---------
Interest Expenses3.6%57.0055.0055.0061.0053.0051.0050.0047.0060.0059.0051.0074.0048.0052.0048.0052.0054.0054.0057.0056.0060.00
Income Taxes-167.1%-228340-292-72520.0017726413766116521.00-408-885-218-1,0751,434-271-12110.00-223330
Earnings Before Taxes-155.4%-8171,475539-4591588251,2757343,243930244-1,808-2,021-923-5,0086,859-1,112-427438-9622,329
EBT Margin-58.4%0.07*0.17*0.11*0.15*0.24*0.53*0.61*0.58*0.34*-0.32*-0.70*-1.03*---------
Net Income-165.6%-6981,06475917762.005949675302,448672123-1,488-1,238-779-4,0195,388-937-374361-8051,938
Net Income Margin-39.0%0.12*0.20*0.17*0.15*0.17*0.40*0.46*0.43*0.23*-0.23*-0.52*-0.80*---------
Free Cashflow-195.6%-392410361-58761.0022968.00-608161241-581-14.00---------
Balance Sheet
(In Millions)
Balance Sheet
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q42023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q1
Assets6.4%276,814260,252269,006261,500252,702253,092253,482277,658295,688284,579285,982281,407276,832275,397262,496254,018240,681249,818244,646238,597232,819
    Cash Equivalents35.2%8,2396,0967,6935,0184,2814,1395,1095,7135,1885,2555,761-6,7956,1798,6848,36410,3154,4054,4714,7345,129
Liabilities6.0%271,656256,335263,215255,416249,106240,413246,135267,789283,293271,264272,636-264,427258,077243,549234,893218,889234,406227,830221,952217,930
  Short Term Borrowings-254--751759---92.00------------
  Long Term Debt0%3,8203,8203,8193,8193,322---3,839------------
    LT Debt, Non Current0%3,8203,8203,8193,8193,322---3,839------------
Shareholder's Equity61.3%2,6491,6425,2605,4711,4014,8897,1119,45611,92713,17213,304-12,26817,17718,85219,03821,53515,04716,48216,21714,591
  Retained Earnings-8.2%10,24311,16310,3259,8069,82510,83910,7189,3128,4138,8578,739-8,75810,69912,03212,89917,00711,74412,83513,29313,004
  Additional Paid-In Capital0.9%2,3282,3082,2972,2982,2992,0271,9181,9331,9191,9171,980-1,9281,9851,9531,9381,9301,9201,8971,9011,881
Shares Outstanding-2.4%334342350359365375379389417411429-434--------
Minority Interest6.1%1,7391,6391,7071,7171,7401,4791,4101,5291,5761,4921,572-1,5751,6011,5521,5401,5541,5911,5421,5451,539
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/Q2023Q42023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q4
Cashflow From Operations-195.6%-392410361-58761.0022968.00-608161241-581-14.00-66.0055322.00-57076.00133-316-109196
Cashflow From Investing104.7%115-2,449-1,087-1,430-3,215-2,524-1,577-171-1,914-2,484-4,540-3,751-3,855-5,530-2,5854,147-1,085-4,969-2,372-70.00-320
Cashflow From Financing407.9%2,3874703,3942,7493,4211,3639461,3151,7671,7513,9944,4361,4985,2855692,3229924,5812,294838-181
  Dividend Payments-3.9%74.0077.0078.0072.0074.0075.0075.0070.0072.0074.0076.0074.0075.0076.0077.0069.0070.0074.0073.0068.0069.00
  Buy Backs-473--214360--2791,089-463-39.0043010010025.00205585-1.001.00744591

EQH Income Statement

2023-12-31
Consolidated Statements of Income (Loss) - USD ($)
shares in Millions, $ in Millions
12 Months Ended
Dec. 31, 2023
Dec. 31, 2022
Dec. 31, 2021
REVENUES   
Policy charges and fee income$ 2,380$ 2,454$ 2,768
Premiums1,104994960
Net derivative gains (losses)(2,397)907(7,149)
Net investment income (loss)4,3203,3153,846
Investment gains (losses), net:   
Credit and intent to sell losses on available for sale debt securities and loans(220)(314)2
Other investment gains (losses), net(493)(631)866
Total investment gains (losses), net(713)(945)868
Investment management and service fees4,8204,8915,395
Other income1,0141,028926
Total revenues10,52812,6447,614
BENEFITS AND OTHER DEDUCTIONS   
Policyholders’ benefits2,7542,7162,788
Remeasurement of liability for future policy benefits756613
Change in market risk benefits and purchased market risk benefits(1,807)(1,280)(5,943)
Interest credited to policyholders’ account balances2,0831,4101,219
Compensation and benefits2,3282,2012,363
Commissions and distribution-related payments1,5901,5671,662
Interest expense228201244
Amortization of deferred policy acquisition costs641586552
Other operating costs and expenses1,8982,1852,107
Total benefits and other deductions9,7909,6525,005
Income (loss) from continuing operations, before income taxes7382,9922,609
Income tax (expense) benefit905(598)(439)
Net income (loss)1,6432,3942,170
Less: Net income (loss) attributable to the noncontrolling interest[1]341241415
Net income (loss) attributable to Holdings1,3022,1531,755
Less: Preferred stock dividends808079
Net income (loss) available to Holdings’ common shareholders, basic1,2222,0731,676
Net income (loss) available to Holdings’ common shareholders, diluted$ 1,222$ 2,073$ 1,676
Net income (loss) applicable to Holdings’ common shareholders per common share:   
Basic (in dollars per share)$ 3.49$ 5.49$ 4.02
Diluted (in dollars per share)$ 3.48$ 5.46$ 3.98
Weighted average common shares outstanding (in millions):   
Basic (in shares)350.1377.6417.4
Diluted (in shares)351.6379.9421.2
[1]Includes redeemable noncontrolling interest. See Note 24 of the Notes to these Consolidated Financial Statements for details of redeemable noncontrolling interest.

EQH Balance Sheet

2023-12-31
Consolidated Balance Sheets - USD ($)
$ in Millions
Dec. 31, 2023
Dec. 31, 2022
Investments:  
Fixed maturities available-for-sale, at fair value (amortized cost of $74,033 and $72,991) (allowance for credit losses of $4 and $24)$ 67,030$ 63,361
Fixed maturities, at fair value using the fair value option[1]1,6541,508
Mortgage loans on real estate (net of allowance for credit losses of $279 and $129)[1]18,17116,481
Policy loans4,1584,033
Other equity investments[1]3,3843,152
Trading securities, at fair value1,057677
Other invested assets[1]6,7193,885
Total investments102,17393,097
Cash and cash equivalents[1]8,2394,281
Cash and securities segregated, at fair value8681,522
Broker-dealer related receivables1,8372,338
Deferred policy acquisition costs6,7056,369
Goodwill and other intangible assets, net5,4335,482
Amounts due from reinsurers (allowance for credit losses of $7 and $10)8,3528,471
Current and deferred income taxes2,050781
Purchased market risk benefits9,42710,423
Other assets[1]3,3234,033
Assets held-for-sale565562
Assets for market risk benefits591490
Separate Accounts assets127,251114,853
Total Assets276,814252,702
LIABILITIES  
Policyholders’ account balances95,67383,866
Liability for market risk benefits14,61215,766
Future policy benefits and other policyholders' liabilities17,36316,603
Broker-dealer related payables1,232715
Customer related payables2,2013,323
Amounts due to reinsurers1,4501,533
Short-term debt254759
Long-term debt3,8203,322
Notes issued by consolidated variable interest entities, at fair value using the fair value option[1]1,5591,150
Other liabilities[1]6,0887,108
Liabilities held-for-sale153108
Separate Accounts liabilities127,251114,853
Total Liabilities271,656249,106
Redeemable noncontrolling interest[1],[2]770455
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, $0.01 par value, 2,000,000,000 shares authorized; 491,003,966 and 508,418,442 shares issued, respectively; 333,877,990 and 365,081,940 shares outstanding, respectively54
Additional paid-in capital2,3282,299
Treasury stock, at cost, 157,125,976 and 143,336,502 shares, respectively(3,712)(3,297)
Retained earnings10,2439,825
Accumulated other comprehensive income (loss)(7,777)(8,992)
Total equity attributable to Holdings2,6491,401
Noncontrolling interest1,7391,740
Total Equity4,3883,141
Total Liabilities, Redeemable Noncontrolling Interest and Equity$ 276,814$ 252,702
[1]See Note 2 of the Notes to these Consolidated Financial Statements for details of balances with VIEs.
[2]See Note 24 of the Notes to these Consolidated Financial Statements for details of redeemable noncontrolling interest.
[3]See Note 19 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
 WEBSITEwww.equitableholdings.com
 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 Mar 15 2024, market cap of AXA Equitable Holdings Inc is 11.61 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 Mar 15 2024, EQH's PE ratio (Price to Earnings) is 8.92 and Price to Sales (PS) ratio is 1.1. 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.