EQH RSI Chart
Last 7 days
1.4%
Last 30 days
4.8%
Last 90 days
20.5%
Trailing 12 Months
7.6%
Historical Charts for Stock Metrics
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2023 | 11.9B | 9.5B | 10.2B | 10.5B |
2022 | 8.9B | 10.1B | 11.4B | 12.6B |
2021 | 9.4B | 6.5B | 8.2B | 7.6B |
2020 | 20.5B | 17.8B | 15.1B | 12.4B |
2019 | 10.9B | 11.1B | 13.1B | 9.6B |
2018 | 12.5B | 11.6B | 9.8B | 12.1B |
2017 | 11.9B | 12.1B | 12.3B | 12.5B |
2016 | 0 | 0 | 0 | 11.8B |
2015 | 0 | 0 | 0 | 10.0B |
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
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 |
Which funds bought or sold EQH recently?
View All DetailsDatesorted ascending | Fund Name | Type | % 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% |
Unveiling AXA Equitable Holdings Inc's Major ShareHolders
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Peers (Alternatives to AXA Equitable Holdings Inc)
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
AJG | 54.9B | 10.1B | 56.57 | 5.45 | ||||
AIG | 51.9B | 46.8B | 14.26 | 1.11 | ||||
TRV | 50.6B | 41.4B | 16.92 | 1.22 | ||||
AFL | 48.7B | 18.7B | 10.45 | 2.6 | ||||
ACGL | 34.4B | 13.6B | 7.74 | 2.52 | ||||
ARGO | 34.0B | 1.4B | -181.05 | 23.64 | ||||
AFG | 11.1B | 7.8B | 13.01 | 1.42 | ||||
MID-CAP | ||||||||
UNM | 10.0B | 12.4B | 7.77 | 0.81 | ||||
AIZ | 9.4B | 11.1B | 14.66 | 0.85 | ||||
LNC | 4.6B | 11.6B | -6.11 | 0.39 | ||||
AEL | 4.4B | 2.8B | 21.1 | 1.57 | ||||
SMALL-CAP | ||||||||
BRP | 1.8B | 1.2B | -19.55 | 1.45 | ||||
AMSF | 966.9M | 306.9M | 15.57 | 3.15 | ||||
AMBC | 679.7M | 269.0M | 151.05 | 2.53 | ||||
AAME | 55.3M | 185.3M | 17.82 | 0.3 |
AXA Equitable Holdings Inc News
Income Statement (Quarterly) | ||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Revenue | -40.1% | 2,170 | 3,624 | 2,377 | 2,357 | 1,816 | 2,992 | 4,690 | 3,146 | 3,381 | 3,615 | 2,950 | 1,153 | 516 | 1,840 | 7,225 | 12,609 | 1,689 | 3,078 | 3,156 | 1,709 | 5,155 |
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 Expenses | 3.6% | 57.00 | 55.00 | 55.00 | 61.00 | 53.00 | 51.00 | 50.00 | 47.00 | 60.00 | 59.00 | 51.00 | 74.00 | 48.00 | 52.00 | 48.00 | 52.00 | 54.00 | 54.00 | 57.00 | 56.00 | 60.00 |
Income Taxes | -167.1% | -228 | 340 | -292 | -725 | 20.00 | 177 | 264 | 137 | 661 | 165 | 21.00 | -408 | -885 | -218 | -1,075 | 1,434 | -271 | -121 | 10.00 | -223 | 330 |
Earnings Before Taxes | -155.4% | -817 | 1,475 | 539 | -459 | 158 | 825 | 1,275 | 734 | 3,243 | 930 | 244 | -1,808 | -2,021 | -923 | -5,008 | 6,859 | -1,112 | -427 | 438 | -962 | 2,329 |
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% | -698 | 1,064 | 759 | 177 | 62.00 | 594 | 967 | 530 | 2,448 | 672 | 123 | -1,488 | -1,238 | -779 | -4,019 | 5,388 | -937 | -374 | 361 | -805 | 1,938 |
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% | -392 | 410 | 361 | -587 | 61.00 | 229 | 68.00 | -608 | 161 | 241 | -581 | -14.00 | - | - | - | - | - | - | - | - | - |
Balance Sheet | ||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Assets | 6.4% | 276,814 | 260,252 | 269,006 | 261,500 | 252,702 | 253,092 | 253,482 | 277,658 | 295,688 | 284,579 | 285,982 | 281,407 | 276,832 | 275,397 | 262,496 | 254,018 | 240,681 | 249,818 | 244,646 | 238,597 | 232,819 |
Cash Equivalents | 35.2% | 8,239 | 6,096 | 7,693 | 5,018 | 4,281 | 4,139 | 5,109 | 5,713 | 5,188 | 5,255 | 5,761 | - | 6,795 | 6,179 | 8,684 | 8,364 | 10,315 | 4,405 | 4,471 | 4,734 | 5,129 |
Liabilities | 6.0% | 271,656 | 256,335 | 263,215 | 255,416 | 249,106 | 240,413 | 246,135 | 267,789 | 283,293 | 271,264 | 272,636 | - | 264,427 | 258,077 | 243,549 | 234,893 | 218,889 | 234,406 | 227,830 | 221,952 | 217,930 |
Short Term Borrowings | - | 254 | - | - | 751 | 759 | - | - | - | 92.00 | - | - | - | - | - | - | - | - | - | - | - | - |
Long Term Debt | 0% | 3,820 | 3,820 | 3,819 | 3,819 | 3,322 | - | - | - | 3,839 | - | - | - | - | - | - | - | - | - | - | - | - |
LT Debt, Non Current | 0% | 3,820 | 3,820 | 3,819 | 3,819 | 3,322 | - | - | - | 3,839 | - | - | - | - | - | - | - | - | - | - | - | - |
Shareholder's Equity | 61.3% | 2,649 | 1,642 | 5,260 | 5,471 | 1,401 | 4,889 | 7,111 | 9,456 | 11,927 | 13,172 | 13,304 | - | 12,268 | 17,177 | 18,852 | 19,038 | 21,535 | 15,047 | 16,482 | 16,217 | 14,591 |
Retained Earnings | -8.2% | 10,243 | 11,163 | 10,325 | 9,806 | 9,825 | 10,839 | 10,718 | 9,312 | 8,413 | 8,857 | 8,739 | - | 8,758 | 10,699 | 12,032 | 12,899 | 17,007 | 11,744 | 12,835 | 13,293 | 13,004 |
Additional Paid-In Capital | 0.9% | 2,328 | 2,308 | 2,297 | 2,298 | 2,299 | 2,027 | 1,918 | 1,933 | 1,919 | 1,917 | 1,980 | - | 1,928 | 1,985 | 1,953 | 1,938 | 1,930 | 1,920 | 1,897 | 1,901 | 1,881 |
Shares Outstanding | -2.4% | 334 | 342 | 350 | 359 | 365 | 375 | 379 | 389 | 417 | 411 | 429 | - | 434 | - | - | - | - | - | - | - | - |
Minority Interest | 6.1% | 1,739 | 1,639 | 1,707 | 1,717 | 1,740 | 1,479 | 1,410 | 1,529 | 1,576 | 1,492 | 1,572 | - | 1,575 | 1,601 | 1,552 | 1,540 | 1,554 | 1,591 | 1,542 | 1,545 | 1,539 |
Float | - | - | - | 9,500 | - | - | - | 9,800 | - | - | - | 11,900 | - | - | - | - | 7,800 | - | - | - | 5,600 | - |
Cashflow (Quarterly) | ||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Cashflow From Operations | -195.6% | -392 | 410 | 361 | -587 | 61.00 | 229 | 68.00 | -608 | 161 | 241 | -581 | -14.00 | -66.00 | 553 | 22.00 | -570 | 76.00 | 133 | -316 | -109 | 196 |
Cashflow From Investing | 104.7% | 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 | -2,585 | 4,147 | -1,085 | -4,969 | -2,372 | -70.00 | -320 |
Cashflow From Financing | 407.9% | 2,387 | 470 | 3,394 | 2,749 | 3,421 | 1,363 | 946 | 1,315 | 1,767 | 1,751 | 3,994 | 4,436 | 1,498 | 5,285 | 569 | 2,322 | 992 | 4,581 | 2,294 | 838 | -181 |
Dividend Payments | -3.9% | 74.00 | 77.00 | 78.00 | 72.00 | 74.00 | 75.00 | 75.00 | 70.00 | 72.00 | 74.00 | 76.00 | 74.00 | 75.00 | 76.00 | 77.00 | 69.00 | 70.00 | 74.00 | 73.00 | 68.00 | 69.00 |
Buy Backs | - | 473 | - | - | 214 | 360 | - | - | 279 | 1,089 | -463 | -39.00 | 430 | 100 | 100 | 25.00 | 205 | 585 | -1.00 | 1.00 | 744 | 591 |
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 | ||
Premiums | 1,104 | 994 | 960 | ||
Net derivative gains (losses) | (2,397) | 907 | (7,149) | ||
Net investment income (loss) | 4,320 | 3,315 | 3,846 | ||
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 fees | 4,820 | 4,891 | 5,395 | ||
Other income | 1,014 | 1,028 | 926 | ||
Total revenues | 10,528 | 12,644 | 7,614 | ||
BENEFITS AND OTHER DEDUCTIONS | |||||
Policyholders’ benefits | 2,754 | 2,716 | 2,788 | ||
Remeasurement of liability for future policy benefits | 75 | 66 | 13 | ||
Change in market risk benefits and purchased market risk benefits | (1,807) | (1,280) | (5,943) | ||
Interest credited to policyholders’ account balances | 2,083 | 1,410 | 1,219 | ||
Compensation and benefits | 2,328 | 2,201 | 2,363 | ||
Commissions and distribution-related payments | 1,590 | 1,567 | 1,662 | ||
Interest expense | 228 | 201 | 244 | ||
Amortization of deferred policy acquisition costs | 641 | 586 | 552 | ||
Other operating costs and expenses | 1,898 | 2,185 | 2,107 | ||
Total benefits and other deductions | 9,790 | 9,652 | 5,005 | ||
Income (loss) from continuing operations, before income taxes | 738 | 2,992 | 2,609 | ||
Income tax (expense) benefit | 905 | (598) | (439) | ||
Net income (loss) | 1,643 | 2,394 | 2,170 | ||
Less: Net income (loss) attributable to the noncontrolling interest | [1] | 341 | 241 | 415 | |
Net income (loss) attributable to Holdings | 1,302 | 2,153 | 1,755 | ||
Less: Preferred stock dividends | 80 | 80 | 79 | ||
Net income (loss) available to Holdings’ common shareholders, basic | 1,222 | 2,073 | 1,676 | ||
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) | 350.1 | 377.6 | 417.4 | ||
Diluted (in shares) | 351.6 | 379.9 | 421.2 | ||
|
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] | 1,654 | 1,508 | |||||
Mortgage loans on real estate (net of allowance for credit losses of $279 and $129) | [1] | 18,171 | 16,481 | |||||
Policy loans | 4,158 | 4,033 | ||||||
Other equity investments | [1] | 3,384 | 3,152 | |||||
Trading securities, at fair value | 1,057 | 677 | ||||||
Other invested assets | [1] | 6,719 | 3,885 | |||||
Total investments | 102,173 | 93,097 | ||||||
Cash and cash equivalents | [1] | 8,239 | 4,281 | |||||
Cash and securities segregated, at fair value | 868 | 1,522 | ||||||
Broker-dealer related receivables | 1,837 | 2,338 | ||||||
Deferred policy acquisition costs | 6,705 | 6,369 | ||||||
Goodwill and other intangible assets, net | 5,433 | 5,482 | ||||||
Amounts due from reinsurers (allowance for credit losses of $7 and $10) | 8,352 | 8,471 | ||||||
Current and deferred income taxes | 2,050 | 781 | ||||||
Purchased market risk benefits | 9,427 | 10,423 | ||||||
Other assets | [1] | 3,323 | 4,033 | |||||
Assets held-for-sale | 565 | 562 | ||||||
Assets for market risk benefits | 591 | 490 | ||||||
Separate Accounts assets | 127,251 | 114,853 | ||||||
Total Assets | 276,814 | 252,702 | ||||||
LIABILITIES | ||||||||
Policyholders’ account balances | 95,673 | 83,866 | ||||||
Liability for market risk benefits | 14,612 | 15,766 | ||||||
Future policy benefits and other policyholders' liabilities | 17,363 | 16,603 | ||||||
Broker-dealer related payables | 1,232 | 715 | ||||||
Customer related payables | 2,201 | 3,323 | ||||||
Amounts due to reinsurers | 1,450 | 1,533 | ||||||
Short-term debt | 254 | 759 | ||||||
Long-term debt | 3,820 | 3,322 | ||||||
Notes issued by consolidated variable interest entities, at fair value using the fair value option | [1] | 1,559 | 1,150 | |||||
Other liabilities | [1] | 6,088 | 7,108 | |||||
Liabilities held-for-sale | 153 | 108 | ||||||
Separate Accounts liabilities | 127,251 | 114,853 | ||||||
Total Liabilities | 271,656 | 249,106 | ||||||
Redeemable noncontrolling interest | [1],[2] | 770 | 455 | |||||
Commitments and contingent liabilities | [3] | |||||||
Equity attributable to Holdings: | ||||||||
Preferred stock and additional paid-in capital, $1 par value and $25,000 liquidation preference | 1,562 | 1,562 | ||||||
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, respectively | 5 | 4 | ||||||
Additional paid-in capital | 2,328 | 2,299 | ||||||
Treasury stock, at cost, 157,125,976 and 143,336,502 shares, respectively | (3,712) | (3,297) | ||||||
Retained earnings | 10,243 | 9,825 | ||||||
Accumulated other comprehensive income (loss) | (7,777) | (8,992) | ||||||
Total equity attributable to Holdings | 2,649 | 1,401 | ||||||
Noncontrolling interest | 1,739 | 1,740 | ||||||
Total Equity | 4,388 | 3,141 | ||||||
Total Liabilities, Redeemable Noncontrolling Interest and Equity | $ 276,814 | $ 252,702 | ||||||
|
 | Mr. Mark Pearson |
---|---|
 | www.equitableholdings.com |
 | 12300 |