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Equitable (EQH) Stock Price, News & Analysis

Equitable logo
$46.52 +1.54 (+3.42%)
(As of 12/20/2024 05:16 PM ET)

About Equitable Stock (NYSE:EQH)

Key Stats

Today's Range
$44.58
$46.89
50-Day Range
$43.99
$50.40
52-Week Range
$31.76
$50.51
Volume
8.13 million shs
Average Volume
2.52 million shs
Market Capitalization
$14.58 billion
P/E Ratio
N/A
Dividend Yield
2.06%
Price Target
$50.10
Consensus Rating
Moderate Buy

Company Overview

Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through six segments: Individual Retirement, Group Retirement, Investment Management and Research, Protection Solutions, Wealth Management, and Legacy. 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 services to various clients through institutional. The Protection Solutions segment provides life insurance products, such as VUL insurance and IUL insurance, term life, and employee benefits business, such as dental, vision, life, as well as short- and long-term disability insurance products to small and medium-sized businesses. The Wealth Management segment offers discretionary and non-discretionary investment advisory accounts, financial planning and advice, life insurance, and annuity products. The Legacy segment consists of the capital intensive fixed-rate GMxB business that includes ROP death benefits. 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.

Equitable Stock Analysis - MarketRank™

See Top Rated MarketRank™ Stocks
46th Percentile Overall Score

EQH MarketRank™: 

Equitable scored higher than 46% of companies evaluated by MarketBeat, and ranked 669th out of 936 stocks in the finance sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

  • Consensus Rating

    Equitable has received a consensus rating of Moderate Buy. The company's average rating score is 2.80, and is based on 8 buy ratings, 2 hold ratings, and no sell ratings.

  • Amount of Analyst Coverage

    Equitable has only been the subject of 3 research reports in the past 90 days.

  • Read more about Equitable's stock forecast and price target.
  • Earnings Growth

    Earnings for Equitable are expected to grow by 18.84% in the coming year, from $6.05 to $7.19 per share.

  • Price to Earnings Ratio vs. the Market

    The P/E ratio of Equitable is -42.68, which means that its earnings are negative and its P/E ratio cannot be compared to companies with positive earnings.

  • Price to Earnings Ratio vs. Sector

    The P/E ratio of Equitable is -42.68, which means that its earnings are negative and its P/E ratio cannot be compared to companies with positive earnings.

  • Price to Book Value per Share Ratio

    Equitable has a P/B Ratio of 5.57. P/B Ratios above 3 indicate that a company could be overvalued with respect to its assets and liabilities.

  • Percentage of Shares Shorted

    1.35% of the float of Equitable has been sold short.
  • Short Interest Ratio / Days to Cover

    Equitable has a short interest ratio ("days to cover") of 1.8, which is generally considered an acceptable ratio of short interest to trading volume.
  • Change versus previous month

    Short interest in Equitable has recently increased by 1.69%, indicating that investor sentiment is decreasing.
  • Dividend Yield

    Equitable pays a meaningful dividend of 2.16%, higher than the bottom 25% of all stocks that pay dividends.

  • Dividend Growth

    Equitable does not have a long track record of dividend growth.

  • Dividend Sustainability

    Based on earnings estimates, Equitable will have a dividend payout ratio of 13.35% next year. This indicates that Equitable will be able to sustain or increase its dividend.

  • Read more about Equitable's dividend.
  • Percentage of Shares Shorted

    1.35% of the float of Equitable has been sold short.
  • Short Interest Ratio / Days to Cover

    Equitable has a short interest ratio ("days to cover") of 1.8, which is generally considered an acceptable ratio of short interest to trading volume.
  • Change versus previous month

    Short interest in Equitable has recently increased by 1.69%, indicating that investor sentiment is decreasing.
  • News Sentiment

    Equitable has a news sentiment score of 0.78. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This news sentiment score is similar to the average news sentiment of Finance companies.
  • News Coverage This Week

    MarketBeat has tracked 11 news articles for Equitable this week, compared to 7 articles on an average week.
  • Search Interest

    4 people have searched for EQH on MarketBeat in the last 30 days. This is an increase of 33% compared to the previous 30 days.
  • MarketBeat Follows

    Only 2 people have added Equitable to their MarketBeat watchlist in the last 30 days. This is a decrease of -33% compared to the previous 30 days.
  • Insider Buying vs. Insider Selling

    In the past three months, Equitable insiders have sold more of their company's stock than they have bought. Specifically, they have bought $0.00 in company stock and sold $5,952,403.00 in company stock.

  • Percentage Held by Insiders

    Only 1.10% of the stock of Equitable is held by insiders.

  • Percentage Held by Institutions

    92.70% of the stock of Equitable is held by institutions. High institutional ownership can be a signal of strong market trust in this company.

  • Read more about Equitable's insider trading history.
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EQH Stock News Headlines

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Morgan Stanley Remains a Buy on Equitable Holdings (EQH)
See More Headlines

EQH Stock Analysis - Frequently Asked Questions

Equitable's stock was trading at $33.30 at the beginning of 2024. Since then, EQH shares have increased by 39.7% and is now trading at $46.52.
View the best growth stocks for 2024 here
.

Equitable Holdings, Inc. (NYSE:EQH) released its quarterly earnings results on Monday, November, 4th. The company reported $1.53 EPS for the quarter, hitting analysts' consensus estimates of $1.53. The business's quarterly revenue was down 15.1% on a year-over-year basis.

The following companies are subsidiaries of Equitable: 1285 Holdings LLC, 1740 Advisers Inc., 787 Holdings LLC, AB Bernstein Israel Ltd., AB Custom Alternative Investments LLC, AB Europe GmbH, AB Private Credit Investors LLC, and more.

Equitable (EQH) raised $3.5 billion in an initial public offering on Thursday, May 10th 2018. The company issued 137,300,000 shares at a price of $24.00-$27.00 per share. Morgan Stanley, J.P. Morgan, Barclays and Citigroup acted as the underwriters for the IPO and BofA Merrill Lynch, Credit Suisse, Deutsche Bank Securities, Goldman Sachs, BNP PARIBAS, SOCIETE GENERALE, ING, Credit Agricole CIB, HSBC, Natixis, RBC Capital Markets, Lazard, BBVA, COMMERZBANK, Mizuho Securities, MUFG, PNC Capital Markets, SMBC Nikko, SunTrust Robinson Humphrey and UniCredit Capital Markets were co-managers.

Equitable's top institutional investors include Pzena Investment Management LLC (5.18%), State Street Corp (4.14%), Geode Capital Management LLC (1.81%) and Wellington Management Group LLP (1.76%). Insiders that own company stock include Mark Pearson, Nick Lane, Jeffrey J Hurd, Robin M Raju, Seth P Bernstein, Daniel G Kaye, Charles GT Stonehill, Bertram L Scott, William James Iv Eckert and Kristi Ann Matus.
View institutional ownership trends
.

Shares of EQH stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.
Compare Top Brokerages Here.

Based on aggregate information from My MarketBeat watchlists, some other companies that Equitable investors own include NVIDIA (NVDA), Meta Platforms (META), Advanced Micro Devices (AMD), Broadcom (AVGO), Netflix (NFLX), Costco Wholesale (COST) and Palo Alto Networks (PANW).

Company Calendar

Last Earnings
11/04/2024
Ex-Dividend for 12/3 Dividend
11/26/2024
Dividend Payable
12/03/2024
Today
12/22/2024
Fiscal Year End
12/31/2024

Industry, Sector and Symbol

Sector
Finance
Industry
Insurance agents, brokers, & service
Sub-Industry
Insurance
Fax
N/A
Employees
8,500
Year Founded
1859

Price Target and Rating

Average Stock Price Target
$50.10
High Stock Price Target
$60.00
Low Stock Price Target
$43.00
Potential Upside/Downside
+7.7%
Consensus Rating
Moderate Buy
Rating Score (0-4)
2.80
Research Coverage
10 Analysts

Profitability

Net Income
$1.30 billion
Pretax Margin
0.88%

Debt

Sales & Book Value

Annual Sales
$10.99 billion
Cash Flow
$7.30 per share
Book Value
$8.35 per share

Miscellaneous

Free Float
309,890,000
Market Cap
$14.58 billion
Optionable
Optionable
Beta
1.39

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This page (NYSE:EQH) was last updated on 12/22/2024 by MarketBeat.com Staff
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