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Overview
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Equitable Holdings stock

EQH
US29452E1010
A2PX9L

Price

48.05
Today +/-
+0.65
Today %
+1.43 %

Equitable Holdings stock price

%
Weekly
Details

Price

ⓘ

Overview

The Quote Chart provides detailed and dynamic insights into the Equitable Holdings stock's performance, showcasing daily, weekly, or monthly aggregated quotes. Users can switch between different time frames to analyze the stock's progression meticulously and make informed investment decisions.

Intraday Feature

The intraday feature provides real-time data, allowing investors to view the Equitable Holdings stock’s price fluctuations within the trading day, facilitating timely and strategic investment decisions.

Total Return and Relative Price Change

View the total return of the Equitable Holdings stock to gauge its profitability over time. The relative price change, based on the first quote available in the selected timeframe, offers insights into the stock’s performance, assisting in evaluating its investment potential.

Interpretation and Investment

Utilize the comprehensive data presented in the Quote Chart to analyze Equitable Holdings's market trends, price movements, and potential returns. Make informed investment choices by comparing different time frames and evaluating intraday data for optimized portfolio management.

Equitable Holdings Stock Price History

DateEquitable Holdings Price
12/26/202448.05 undefined
12/24/202447.37 undefined
12/23/202447.00 undefined
12/20/202446.52 undefined
12/19/202444.98 undefined
12/18/202444.36 undefined
12/17/202446.57 undefined
12/16/202447.32 undefined
12/13/202447.47 undefined
12/12/202447.05 undefined
12/11/202447.18 undefined
12/10/202446.36 undefined
12/9/202446.76 undefined
12/6/202447.25 undefined
12/5/202447.73 undefined
12/4/202447.72 undefined
12/3/202447.56 undefined
12/2/202447.35 undefined
11/29/202448.23 undefined

Equitable Holdings Revenue, EBIT, Net Income

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  • Max

Revenue
EBIT
Net Income
Details

Revenue, EBIT and Profit

ⓘ

Understanding Revenue, EBIT, and Income

Gain insights into Equitable Holdings, a comprehensive overview of its financial performance can be obtained by analyzing the Revenue, EBIT, and Income chart. Revenue represents the total income generated by Equitable Holdings from its primary operations, showcasing the company’s ability to attract and retain clients. EBIT, or Earnings Before Interest and Taxes, indicates the company’s operational profitability, free from the influence of tax and interest expenses. The Income section reflects Equitable Holdings’s net earnings, an ultimate measure of its financial health and profitability.

Yearly Analysis and Comparisons

Observe the yearly bars to understand the annual performance and growth of Equitable Holdings. Compare the Revenue, EBIT, and Income to evaluate the company’s efficiency and profitability. A higher EBIT compared to the previous year suggests an improvement in operational efficiency. Likewise, an increase in Income indicates enhanced overall profitability. Analyzing the year-to-year comparison assists investors in understanding the company’s growth trajectory and operational efficiency.

Utilizing Expectations for Investment

The expected values for the forthcoming years offer investors a glimpse into Equitable Holdings’s anticipated financial performance. Analyzing these projections alongside historical data aids in making informed investment decisions. Investors can gauge the potential risks and returns, aligning their investment strategies accordingly to optimize profitability and mitigate risks.

Investment Insights

Leveraging the comparison between Revenue and EBIT helps in assessing Equitable Holdings’s operational efficiency, while the Revenue and Income comparison reveals the net profitability after accounting for all expenses. Investors can derive valuable insights by meticulously analyzing these financial parameters, laying the foundation for strategic investment decisions aimed at capitalizing on Equitable Holdings’s growth potential.

Equitable Holdings Revenue, EBIT and net profit per share

DateEquitable Holdings RevenueEquitable Holdings EBITEquitable Holdings Net Income
2027e18.31 B undefined0 undefined3.1 B undefined
2026e18.4 B undefined3.78 B undefined2.64 B undefined
2025e17.25 B undefined3.62 B undefined2.3 B undefined
2024e15.81 B undefined3.1 B undefined1.91 B undefined
202314.73 B undefined3.36 B undefined1.22 B undefined
202212.32 B undefined1.03 B undefined1.71 B undefined
202115.5 B undefined4.54 B undefined-518 M undefined
202014.14 B undefined829 M undefined-701 M undefined
201913.63 B undefined2.17 B undefined-1.76 B undefined
201812.32 B undefined2.97 B undefined1.86 B undefined
201712.26 B undefined1.3 B undefined834 M undefined
201613.68 B undefined4.14 B undefined1.25 B undefined
201511.51 B undefined2.02 B undefined333 M undefined
201412.32 B undefined2.12 B undefined1.63 B undefined
201311.88 B undefined1.98 B undefined-1.4 B undefined

Equitable Holdings Income Statement, Balance Sheet, Cash Flow Statement

  • Simple

  • Expanded

  • Income Statement

  • Balance Sheet

  • Cashflow

 
REVENUE (B)REVENUE GROWTH (%)GROSS MARGIN (%)GROSS INCOME (B)NET INCOME (B)NET INCOME GROWTH (%)DIV. ()DIV. GROWTH (%)SHARES (M)DOCUMENTS
201320142015201620172018201920202021202220232024e2025e2026e2027e
11.8812.3211.5113.6812.2612.3213.6314.1415.512.3214.7315.8117.2518.418.31
-3.67-6.5118.80-10.370.4710.653.719.65-20.5119.577.289.146.67-0.52
50.9943.9447.5761.1947.4658.7049.4544.1360.6548.3755.8652.0747.7144.7344.96
6.065.415.488.375.827.236.746.249.45.968.230000
-1.41.630.331.250.831.86-1.76-0.7-0.521.711.221.912.32.643.1
--216.68-79.57276.58-33.49122.42-195.09-60.26-26.11-429.15-28.3356.4620.0314.8617.53
---------------
---------------
561561561561561557494450417380351.60000
---------------
Details

Keystats

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Revenue and Growth

The Equitable Holdings Revenue and Revenue Growth are pivotal to understanding the company's financial health and operational efficiency. A consistent increase in revenue indicates a company’s ability to effectively market and sell its products or services, while the revenue growth percentage offers insights into the pace at which the company is expanding over the years.

Gross Margin

The Gross Margin is a crucial metric that showcases the percentage of revenue exceeding the cost of goods sold (COGS). A higher gross margin is indicative of a company’s efficiency in controlling its production costs, thereby promising potential profitability and financial stability.

EBIT and EBIT Margin

EBIT (Earnings Before Interest and Taxes) and EBIT Margin offer deep insights into a company’s profitability, excluding the impacts of interest and taxes. Investors often assess these metrics to gauge the operational efficiency and inherent profitability of a business, separate from its financial structure and tax environment.

Income and Growth

Net Income and its subsequent growth are quintessential for investors looking to understand a company’s profitability. Consistent income growth underscores a company’s ability to enhance its profitability over time, reflecting operational efficiency, strategic competitiveness, and financial health.

Shares Outstanding

Shares outstanding refer to the total number of shares a company has issued. It's instrumental in calculating key metrics like Earnings Per Share (EPS) which is pivotal for investors to evaluate a company’s profitability on a per-share basis, offering a more granular view of financial health and valuation.

Interpreting Year to Year Comparison

Comparing yearly data allows investors to identify trends, assess the company’s growth, and anticipate potential future performance. Analyzing how metrics like revenue, income, and margins change year over year can provide valuable insights into the company’s operational efficiency, competitiveness, and overall financial health.

Expectations and Predictions

Investors often juxtapose the current and past financial data with the market’s expectations. This comparison aids in assessing whether the Equitable Holdings is performing as anticipated, underperforming or outperforming the market predictions, providing pivotal data for investment decisions.

 
ASSETSCASH BALANCE (B)RECEIVABLES (M)OTHER REC. (M)INVENTORIES (M)OTHER CURRENT LIAB. (B)CURRENT ASSETS (B)TANGIBLE ASSETS (M)LONG-T. INVEST. (B)LONG-T. REC. (B)INTANGIBLE ASSETS (B)GOODWILL (B)OTHER NON-CURRENT ASSETS (B)NON-CURRENT ASSETS (B)TOTAL ASSETS (B)LIABILITIESCOMMON STOCK (B)ADDITIONAL PAID-IN CAPITAL (B)RETAINED EARNINGS (B)OTHER EQUITY (M)UNREAL. GAINS/LOSSES (B)EQUITY (B)LIABILITIES (M)PROVISIONS (M)OTHER SHORT-TERM LIAB. (B)SHORT-TERM DEBTS (B)LONG-TERM DEBT PORTION (B)SHORT-TERM REC. (B)LONG-T. LIAB. (B)DEFERRED TAXES (M)OTHER LIAB. (B)LONG-T. LIABILITIES (B)DEBT (B)TOTAL CAPITAL (B)
201520162017201820192020202120222023
                 
6.565.654.814.474.416.185.194.288.24
000000000
000000000
000000000
0000001.51.520.87
6.565.654.814.474.416.186.695.89.11
000006916370516
60.4568.4177.5777.589.61104.97101.0989.0698.02
5.255.65.133.783.744.124.224.816.21
5.425.430.420.394.750.330.325.480.45
004.574.5704.64.6105.14
6.87.056.777.937.896.535.576.937.36
77.9286.4894.4794.17105.99121.24116.43106.29117.69
84.4892.1499.2898.64110.39127.42123.12112.09126.8
                 
00.010.010.010.781.271.571.571.57
0.960.931.31.911.921.991.922.32.33
10.1611.4412.2313.9911.7410.78.889.8310.24
-1,091-1,132-938-1,002844-934-680-8,992-1,139
0.410.140.83-0.3904.82.680-6.64
10.4411.3813.4214.5115.2917.8214.374.76.36
000000000
000008557680579
3.664.414.455.035.186.996.265.574.88
5.34.853.741.1200.311.281.911.81
00.870.51.494.615.635.357.637.17
8.9610.138.697.649.7913.7913.6715.1114.44
5.014.629.676.916.47.3211.8511.2810.55
000000000
178.01186.87200.11190.63218.22236.96253.18222.72246.66
183.02191.48209.78197.54224.62244.29265.03234257.21
191.99201.61218.47205.18234.41258.08278.7249.11271.66
202.43213231.89219.68249.69275.9293.07253.8278.02
Details

Balance Sheet

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Understanding the Balance Sheet

The balance sheet of Equitable Holdings provides a detailed financial snapshot, revealing the company's assets, liabilities, and equity at a specific point in time. Analyzing these components is crucial for investors looking to understand Equitable Holdings's financial health and stability.

Assets

Equitable Holdings's assets represent everything the company owns or controls that has monetary value. These are categorized into current and non-current assets, offering insights into the company's liquidity and long-term investments.

Liabilities

Liabilities are obligations that Equitable Holdings must settle in the future. Analyzing the ratio of liabilities to assets provides insights into the company's financial leverage and risk exposure.

Equity

Equity refers to the residual interest in the assets of Equitable Holdings after deducting liabilities. It represents the owners’ claim on the company’s assets and earnings.

Year-to-Year Analysis

Comparing balance sheet figures year-to-year allows investors to identify trends, growth patterns, and potential financial risks, facilitating informed investment decisions.

Interpreting the Data

Detailed analysis of assets, liabilities, and equity can provide investors with comprehensive insights into Equitable Holdings's financial standing, aiding in investment evaluations and risk assessments.

 
NET INCOME (B)DEPRECIATION (B)DEFERRED TAXES (M)CHANGES IN WORKING CAPITAL (M)NON-CASH ITEM (B)PAID INTEREST (M)PAID TAXES (M)NET CASH FLOW FROM OPERATING ACTIVITIES (M)CAPITAL EXPENDITURES (M)CASH FLOW FROM INVESTING ACTIVITIES (M)CASH FLOW FROM OTHER INVESTING ACTIVITIES (M)INTEREST INCOME AND EXPENSES (M)NET DEBT CHANGE (M)NET CHANGE IN EQUITY (M)CASH FLOW FROM FINANCING ACTIVITIES (B)CASH FLOW FROM OTHER FINANCING ACTIVITIES (B)TOTAL DIVIDENDS PAID (M)NET CHANGE IN CASH FLOW (B)FREE CASH FLOW (M)SHARE-BASED COMPENSATION (M)
2014201520162017201820192020202120222023
1.950.661.651.262.15-1.44-0.35-0.022.031.64
0.710.021.520.80.511.313.510.50.810.81
0000000000
939-6337627-388-551110-2,107-1,453-5,582
-3.87-0.62-2.47-2.28-1.731.39-1.371.1-1.953.15
433120119108178273215215263344
9894-3853157-506-17330589266
-628-192-236-24361-216-61-756-851-208
-92-83-97-102-123-93-107-120-167-117
-1,617-2,141-5,768-9,689-2,049-8,496-7,823-12,689-7,487-4,851
-1,525-2,058-5,671-9,587-1,926-8,403-7,716-12,569-7,320-4,734
0000000000
-522-317-1,707-368-1,564-1,479-13-17212233
-90-214-236-275-915-747-85-1,606-1,060-1,063
4.092.95.119.071.668.719.6712.517.659
4.73.437.059.714.2911.2210.1214.668.9610.41
0000-157-285-350-375-374-381
1.830.56-0.9-0.84-0.3501.81-0.95-0.753.96
-720-275-333-345-62-309-168-876-1,018-325
0000000000

Equitable Holdings stock margins

The Equitable Holdings margin analysis displays the gross margin, EBIT margin, as well as the profit margin of Equitable Holdings. The EBIT margin (EBIT/sales) indicates the percentage of sales that remains as operating profit. The profit margin shows the percentage of sales that remains for Equitable Holdings.

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Gross margin
EBIT margin
Profit margin
Details

Margin

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Understanding Gross Margin

The gross margin, expressed as a percentage, delineates the gross profit made from the Equitable Holdings's sales revenue. A higher gross margin percentage indicates that the Equitable Holdings retains more revenue after accounting for the costs of goods sold. Investors use this metric to gauge financial health and operational efficiency, as well as to compare it with competitors and industry averages.

EBIT Margin Analysis

EBIT margin represents the Equitable Holdings's earnings before interest and taxes. Analyzing the EBIT margin over different years provides insights into the operational profitability and efficiency, excluding the effects of financial leverage and tax structure. A growing EBIT margin over the years signifies improving operational performance.

Revenue Margin Insights

The revenue margin demonstrates the Equitable Holdings's total revenue generated. When comparing the revenue margin year over year, investors can gauge the Equitable Holdings's growth and market expansion. It is essential to compare the revenue margin with the gross and EBIT margins to understand the cost and profit structures better.

Interpreting Expectations

The expected values for gross, EBIT, and revenue margins provide future financial outlook of the Equitable Holdings. Investors should compare these expectations with historical data to understand potential growth and risk factors. It is crucial to consider the underlying assumptions and methodologies used in projecting these expected values to make informed investment decisions.

Comparative Analysis

Comparing the gross, EBIT, and revenue margins, both yearly and over multiple years, enables investors to perform a comprehensive analysis of the Equitable Holdings's financial health and growth prospects. Evaluating the trends and patterns in these margins helps in identifying strengths, weaknesses, and potential investment opportunities.

Equitable Holdings Margin History

Equitable Holdings Gross marginEquitable Holdings Profit marginEquitable Holdings EBIT marginEquitable Holdings Profit margin
2027e55.86 %0 %16.93 %
2026e55.86 %20.52 %14.33 %
2025e55.86 %21.01 %13.31 %
2024e55.86 %19.61 %12.1 %
202355.86 %22.83 %8.29 %
202248.37 %8.36 %13.84 %
202160.65 %29.29 %-3.34 %
202044.13 %5.86 %-4.96 %
201949.45 %15.94 %-12.94 %
201858.7 %24.12 %15.06 %
201747.46 %10.57 %6.8 %
201661.19 %30.25 %9.17 %
201547.57 %17.5 %2.89 %
201443.94 %17.17 %13.23 %
201350.99 %16.68 %-11.76 %

Equitable Holdings Stock Sales Revenue, EBIT, Earnings per Share

The Equitable Holdings earnings per share therefore indicates how much revenue Equitable Holdings has generated per share in a given period. The earnings before interest and taxes per share shows how much of the operating profit corresponds to each share. The earnings per share indicates how much of the profit belongs to each share.

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Sales per Share
EBIT per share
Earnings per Share
Details

Revenue, EBIT and Earnings per share

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Revenue Per Share

Revenue per share represents the total revenue Equitable Holdings earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates Equitable Holdings's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of Equitable Holdings’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating Equitable Holdings's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

Equitable Holdings Revenue, EBIT and net profit per share

DateEquitable Holdings Sales per ShareEquitable Holdings EBIT per shareEquitable Holdings Earnings per Share
2027e58.42 undefined0 undefined9.89 undefined
2026e58.72 undefined0 undefined8.41 undefined
2025e55.05 undefined0 undefined7.33 undefined
2024e50.44 undefined0 undefined6.1 undefined
202341.9 undefined9.56 undefined3.48 undefined
202232.42 undefined2.71 undefined4.49 undefined
202137.17 undefined10.89 undefined-1.24 undefined
202031.42 undefined1.84 undefined-1.56 undefined
201927.59 undefined4.4 undefined-3.57 undefined
201822.12 undefined5.33 undefined3.33 undefined
201721.86 undefined2.31 undefined1.49 undefined
201624.38 undefined7.38 undefined2.24 undefined
201520.52 undefined3.59 undefined0.59 undefined
201421.95 undefined3.77 undefined2.91 undefined
201321.18 undefined3.53 undefined-2.49 undefined

Equitable Holdings business model

Equitable Holdings Inc is a financial services company based in New York City. The company was formed in 2018 as a spin-off from its previous parent company AXA, a globally renowned insurance group. The origins of the company date back to 1859, marking the beginnings of life insurance in the United States, when Henry B. Hyde founded the Mutual Life Insurance Company of New York (later known as Equitable Life Assurance Society of the United States). Equitable Holdings Inc's business model is based on providing financial services such as insurance, retirement planning, and investment products for individual customers, businesses, and institutional investors. The company utilizes a multi-channel distribution strategy, combining both online and offline presence, allowing customers to access products and services through various channels. Equitable Holdings Inc is divided into different business units, each offering specific types of financial products and services. The main divisions are: 1. Life Insurance: Equitable Life Assurance Society of the United States, one of the oldest insurance companies in the USA, specializes in life insurance. Customers have the option to choose from various types of life insurance, such as term or whole life insurance. Tailored solutions are also available due to the company's extensive experience and expertise in this field. 2. Retirement Planning: Equitable Holdings Inc offers various retirement insurance products in the retirement planning division. These products are primarily designed to assist customers in planning for a secure retirement. 3. Asset Management: Equitable Holdings Inc's investment and asset management division specializes in investing assets in stocks, bonds, and other securities. The company offers different investment strategies and products that meet the needs of its customers. 4. Financial Planning: Equitable Advisors LLC, a significant financial planning division of Equitable Holdings Inc, provides advisory services to help customers plan and implement their financial goals, including investment advice. In addition to these main divisions, Equitable Holdings Inc also offers additional services such as investment consulting, financial literacy programs, institutional asset management services, as well as risk management and insurance products related to corporate retirement plans. As part of its product range, Equitable Holdings Inc also offers sustainable investment solutions, catering to the needs of customers who value social and environmental aspects in their investment decision-making. Equitable Holdings Inc is actively engaged in innovation and strives to leverage new technologies and business models. The company utilizes robo-advisor solutions and digital advisory tools to provide efficient and high-quality customer service. Overall, Equitable Holdings Inc holds a strong market position and is one of the largest providers of financial services in the United States. The company also operates internationally, with subsidiaries in Europe and Asia. With its extensive experience, Equitable Holdings Inc offers a wide range of financial services to both individual and institutional customers. Equitable Holdings is one of the most popular companies on Eulerpool.com.

Equitable Holdings SWOT Analysis

Strengths

Equitable Holdings Inc, a leading financial services company, possesses several strengths that contribute to its success:

  • Established market presence and brand recognition
  • Diversified product portfolio, including life insurance, annuities, and asset management
  • Strong financial performance and stability
  • Significant customer base and distribution network
  • Robust technological infrastructure and digital capabilities

Weaknesses

Despite its strengths, Equitable Holdings Inc faces certain weaknesses:

  • Dependence on external factors such as market conditions and regulatory changes
  • Relatively higher operating expenses compared to some competitors
  • Limited geographic presence and market expansion opportunities
  • Exposure to potential risk in the investment portfolio
  • Challenges in attracting and retaining top talent

Opportunities

Equitable Holdings Inc can leverage the following opportunities to further grow and enhance its business:

  • Increasing demand for retirement and wealth management services
  • Expansion into emerging markets and untapped customer segments
  • Strategic partnerships and collaborations to broaden product offerings
  • Advancements in technology for enhanced customer experience
  • Potential for regulatory reforms favorable to the financial industry

Threats

Equitable Holdings Inc should be aware of the following threats that could impact its business:

  • Intense competition from other financial services firms
  • Evolving regulatory environment and compliance requirements
  • Fluctuating interest rates and market volatility affecting investment returns
  • Rapid technological advancements disrupting traditional business models
  • Vulnerability to economic downturns and financial crises

Equitable Holdings Revenue by Segment

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Details

Revenue by Segment

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Overview of Revenue by Segment

The chart visualizes revenues by segments and provides a clear overview of the revenue distribution. Each segment is clearly marked to facilitate comparisons of revenues.

Interpretation and Use

The chart enables quick identification of the highest-revenue segments, which is helpful in strategic decision-making. It supports the analysis of growth potentials and targeted resource allocation.

Investment Strategy

An investment strategy determines how capital is deliberately invested into various asset classes to maximize returns. It is based on risk tolerance, investment objectives, and a long-term plan.

Equitable Holdings Revenue by Segment

Segmente202020192018
Individual Retirement4.31 B USD4.34 B USD4.05 B USD
Protection Solutions3.14 B USD3.33 B USD3.23 B USD
Investment Management And Research-3.48 B USD3.41 B USD
Investment Management and Research3.7 B USD--
Group Retirement1.15 B USD1.08 B USD1.02 B USD
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Equitable Holdings Eulerpool Fair Value

Details

Fair Value

ⓘ

Understanding Fair Value

The fair value of a stock provides insights into whether the stock is currently undervalued or overvalued. It is calculated based on profit, revenue, or dividends and offers a comprehensive perspective of the stock’s intrinsic value.

Income-Based Fair Value

This is calculated by multiplying the earnings per share by the average P/E ratio of the selected past years for smoothing. If the fair value is higher than the current market price, it suggests that the stock is undervalued.

Example 2022

Fair Value Profit 2022 = Earnings per Share 2022 / Average P/E Ratio 2019 - 2021 (3 Years Smoothing)

Revenue-Based Fair Value

It is derived by multiplying the revenue per share by the average price-to-sales ratio of the selected past years for smoothing. An undervalued stock is identified if the fair value exceeds the ongoing market price.

Example 2022

Fair Value Revenue 2022 = Revenue per Share 2022 / Average PSR 2019 - 2021 (3 Years Smoothing)

Dividend-Based Fair Value

This value is determined by dividing the dividend per share by the average dividend yield of the selected past years for smoothing. A higher fair value than the market price indicates an undervalued stock.

Example 2022

Fair Value Dividend 2022 = Dividend per Share 2022 * Average Dividend Yield 2019 - 2021 (3 Years Smoothing)

Expectations and Forecasts

Future expectations provide potential trajectories for stock prices and aid investors in decision-making. The expected values are forecasted figures of fair value, taking into account the growth or decline trends of profit, revenue, or dividend.

Comparative Analysis

Comparing the fair value based on profit, revenue, and dividend provides a holistic overview of the stock’s financial health. Observing the annual and per-annual variations contributes to understanding the consistency and reliability of stock performance.

Equitable Holdings historical P/E ratio, EBIT multiple, and P/S ratio

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Equitable Holdings shares outstanding

The number of shares was Equitable Holdings in 2023 — This indicates how many shares 351.6 M is divided into. Since shareholders are the owners of a company, each share represents a small portion of the company's ownership.

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Number of stocks
Details

Revenue, EBIT and Earnings per share

ⓘ

Revenue Per Share

Revenue per share represents the total revenue Equitable Holdings earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates Equitable Holdings's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of Equitable Holdings’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating Equitable Holdings's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

Equitable Holdings dividend history and estimates

In 2023, Equitable Holdings paid a dividend amounting to 1.06 USD. Dividend means that Equitable Holdings distributes a portion of its profits to its owners.

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Dividend
Dividend (Estimate)
Details

Dividend

ⓘ

Dividend Overview

The dividend per year chart for Equitable Holdings provides a comprehensive view of the annual dividends distributed to shareholders. Analyze the trend to understand the consistency and growth in dividend payouts over the years.

Interpretation and Use

A consistent or increasing trend in dividends can indicate the company's profitability and financial health. Investors can use this data to identify Equitable Holdings’s potential for long-term investment and income generation through dividends.

Investment Strategy

Incorporate the dividend data in evaluating Equitable Holdings's overall performance. A thorough analysis, considering other financial aspects, will help in making informed investment decisions for optimal capital growth and income generation.

Equitable Holdings Dividend History

DateEquitable Holdings Dividend
2027e2.18 undefined
2026e2.18 undefined
2025e2.17 undefined
2024e2.19 undefined
20231.06 undefined
20220.78 undefined
20210.71 undefined
20200.66 undefined
20190.58 undefined
20180.26 undefined

Equitable Holdings dividend payout ratio

In 2023, Equitable Holdings had a payout ratio of 12.59%. The payout ratio indicates the percentage of the company's profits that Equitable Holdings distributes as dividends.

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Payout ratio
Details

Payout ratio

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What is Yearly Payout Ratio?

The yearly payout ratio for Equitable Holdings represents the proportion of earnings paid out as dividends to shareholders. It is an indicator of the company's financial health and stability, illustrating how much profit is being returned to investors versus being reinvested back into the company.

How to Interpret the Data

A lower payout ratio for Equitable Holdings could mean that the company is reinvesting more into its growth, whereas a higher ratio indicates more earnings are being distributed as dividends. Investors seeking regular income might prefer companies with a higher payout ratio, while those looking for growth may opt for companies with a lower ratio.

Using the Data for Investments

Evaluate Equitable Holdings's payout ratio in conjunction with other financial metrics and performance indicators. A sustainable payout ratio, coupled with strong financial health, can indicate a reliable dividend payout. However, a very high ratio might suggest the company is not sufficiently reinvesting in its future growth.

Equitable Holdings Payout Ratio History

DateEquitable Holdings Payout ratio
2027e13.3 %
2026e13.12 %
2025e14.18 %
2024e12.59 %
202312.59 %
202217.37 %
2021-57.26 %
2020-42.31 %
2019-16.25 %
20187.81 %
201712.59 %
201612.59 %
201512.59 %
201412.59 %
201312.59 %
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Unfortunately, there are currently no price targets and forecasts available for Equitable Holdings.

Equitable Holdings latest earnings and earnings surprises

DateEPS EstimateEPS ActualQuarterly report
9/30/20241.55 1.53  (-1.05 %)2024 Q3
6/30/20241.42 1.43  (0.85 %)2024 Q2
3/31/20241.34 1.43  (6.6 %)2024 Q1
12/31/20231.17 1.33  (13.7 %)2023 Q4
9/30/20231.35 1.15  (-14.52 %)2023 Q3
6/30/20231.19 1.17  (-1.76 %)2023 Q2
3/31/20231.2 0.96  (-20.07 %)2023 Q1
12/31/20221.27 1.11  (-12.89 %)2022 Q4
9/30/20221.11 1.28  (14.87 %)2022 Q3
6/30/20221.28 1.31  (2.68 %)2022 Q2
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Eulerpool ESG Scorecard© for the Equitable Holdings stock

Eulerpool World ESG Rating (EESG©)

85/ 100

🌱 Environment

77

👫 Social

99

🏛️ Governance

79

Environment

Scope 1 - Direct Emissions
3,051
Scope 2 - Indirect emissions from purchased energy
14,647
Scope 3 - Indirect emissions within the value chain
Total CO₂ emissions
17,698
CO₂ reduction strategy
Coal energy
Nuclear power
Animal experiments
Fur & Leather
Pesticides
Palm Oil
Tobacco
Genetically modified organisms
Climate concept
Sustainable forestry
Recycling regulations
Environmentally friendly packaging
Hazardous substances
Fuel consumption and efficiency
Water consumption and efficiency

Social

Percentage of female employees54
Percentage of women in management
Percentage of Asian employees10
Share of Asian management10.2
Percentage of Hispanic/Latino employees7
Hispano/Latino Management share4
Percentage of Black employees14
Black Management Share6.6
Percentage of white employees66
White Management Share77.9
Adult content
Alcohol
Weapons
Firearms
Gambling
Military contracts
Human rights concept
Privacy concept
Occupational health and safety
Catholic

Governance (Corporate Governance)

Environmental reporting
Stakeholder Engagement
Call Back Policies
Antitrust law

The Eulerpool ESG Scorecard© is the strictly copyrighted intellectual property of Eulerpool Research Systems. Any unauthorized use, imitation, or infringement will be actively pursued and may lead to significant legal consequences. For licenses, collaborations, or usage rights, please contact us directly via our contact form. Contact Form to us.

Equitable Holdings shareholders

%
Name
Stocks
Change
Date
11.55828 % The Vanguard Group, Inc.36,216,701-1,075,1656/30/2024
6.61240 % T. Rowe Price Associates, Inc.20,719,306-4,687,2786/30/2024
6.05216 % BlackRock Institutional Trust Company, N.A.18,963,836-914,2016/30/2024
5.95296 % CPP Investment Board18,652,997-151,6886/30/2024
5.27186 % Pzena Investment Management, LLC16,518,834-2,123,8509/30/2024
4.70604 % Norges Bank Investment Management (NBIM)14,745,913-688,5969/30/2024
4.03353 % State Street Global Advisors (US)12,638,665-606,6706/30/2024
2.20394 % Geode Capital Management, L.L.C.6,905,830166,3276/30/2024
2.18098 % HSBC Global Asset Management (UK) Limited6,833,886-458,3886/30/2024
2.09807 % First Trust Advisors L.P.6,574,101-556,2376/30/2024
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Equitable Holdings Executives and Management Board

Mr. Mark Pearson

(64)
Equitable Holdings President, Chief Executive Officer, Director
Compensation 15.32 M

Mr. Seth Bernstein

(61)
Equitable Holdings Head of Investment Management and Research
Compensation 11.28 M

Mr. Nick Lane

(50)
Equitable Holdings Head of Retirement, Wealth Management, Protection Solutions
Compensation 4.92 M

Mr. Jeffrey Hurd

(56)
Equitable Holdings Chief Operating Officer
Compensation 4.62 M

Mr. Robin Raju

(41)
Equitable Holdings Chief Financial Officer
Compensation 3.77 M
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Equitable Holdings Supply Chain

NameRelationshipTwo-week correlationOne-month correlationThree-Month CorrelationSix-Month CorrelationOne Year CorrelationTwo-Year Correlation
AllianceBernstein Holding Stock
AllianceBernstein Holding
SupplierCustomer0,930,910,860,810,570,87
Manitowoc Stock
Manitowoc
SupplierCustomer0,790,850,720,820,160,80
Regis Resources Stock
Regis Resources
SupplierCustomer0,630,600,65-0,29-0,34-0,90
Primerica Stock
Primerica
SupplierCustomer0,560,740,840,860,610,84
West China Cement Stock
West China Cement
SupplierCustomer0,560,760,580,740,52-0,09
SB Financial Group Stock
SB Financial Group
SupplierCustomer0,490,790,750,390,350,82
Patriot Bank Stock
Patriot Bank
SupplierCustomer0,450,670,77-0,120,16
Vornado Realty Trust Stock
Vornado Realty Trust
SupplierCustomer0,250,780,800,570,340,80
Carter Bankshares Stock
Carter Bankshares
SupplierCustomer0,170,720,840,050,370,89
HV Bancorp Stock
HV Bancorp
SupplierCustomer-0,560,31-0,250,260,41
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Most common questions regarding Equitable Holdings

What values and corporate philosophy does Equitable Holdings represent?

Equitable Holdings Inc represents a strong commitment to financial security and empowerment. Guided by its corporate philosophy, the company strives to provide innovative and customer-focused solutions. Equitable Holdings Inc is dedicated to helping individuals and institutions achieve their long-term goals while maintaining honesty, integrity, and transparency in all aspects of its operations. The company's steadfast values of trust, teamwork, and excellence drive its strategic decisions and ensure the delivery of exceptional financial services. Equitable Holdings Inc's dedication to responsible and sustainable practices further highlights its commitment to both its stakeholders and the communities it serves.

In which countries and regions is Equitable Holdings primarily present?

Equitable Holdings Inc, a leading financial services company, primarily operates in the United States. With a strong presence in the American market, Equitable Holdings Inc focuses on providing innovative insurance, retirement, and investment solutions to its customers. The company's headquarters are based in New York, further emphasizing its dedication to the US market. Equitable Holdings Inc's commitment to serving its clients' needs and aspirations has made it a trusted name in the American financial services industry.

What significant milestones has the company Equitable Holdings achieved?

Equitable Holdings Inc has achieved several significant milestones throughout its history. One notable milestone is the company's rebranding and name change from AXA Equitable Holdings Inc to Equitable Holdings Inc in 2019. This strategic move aimed to align the company's brand with its long-standing commitment to helping individuals and communities achieve financial well-being. Equitable Holdings Inc also marked another important milestone by becoming a publicly traded company on the New York Stock Exchange in May 2018. These achievements reflect the company's dedication to innovation, client-focused solutions, and sustainable growth in the financial services industry.

What is the history and background of the company Equitable Holdings?

Equitable Holdings Inc, formerly known as AXA Equitable Holdings Inc, is a leading financial services company founded in 1859. With a rich history spanning over 160 years, Equitable Holdings has been providing innovative solutions and services to help individuals and businesses achieve their financial goals. The company has evolved through various name changes and acquisitions, solidifying its position as a trusted provider of insurance, retirement, and investment products. Equitable Holdings Inc is renowned for its commitment to customer-centricity, strong financial performance, and focus on sustainability. As a prominent player in the industry, Equitable Holdings Inc continues to offer comprehensive financial solutions to empower its clients and create long-term value.

Who are the main competitors of Equitable Holdings in the market?

The main competitors of Equitable Holdings Inc in the market are other major insurance and financial services companies such as Prudential Financial Inc, MetLife Inc, and Ameriprise Financial Inc.

In which industries is Equitable Holdings primarily active?

Equitable Holdings Inc is primarily active in the insurance and financial services industries.

What is the business model of Equitable Holdings?

Equitable Holdings Inc operates in the financial services industry, providing life insurance, retirement planning, and investment products and services. The company's business model revolves around offering individuals and businesses a range of financial solutions to meet their long-term goals and protect their financial well-being. By leveraging its expertise and strong network of financial professionals, Equitable Holdings Inc aims to provide tailored solutions and guidance to help clients plan for their future, manage risk, and preserve wealth. With a focus on customer-centricity and innovation, Equitable Holdings Inc strives to empower individuals and businesses in achieving financial security and success.

What is the P/E ratio of Equitable Holdings 2024?

The Equitable Holdings P/E ratio is 8.84.

What is the P/S ratio of Equitable Holdings 2024?

The Equitable Holdings P/S ratio is 1.07.

What is the Quality Investing of Equitable Holdings?

The Quality Investing for Equitable Holdings is 5/10.

What is the revenue of Equitable Holdings 2024?

The expected Equitable Holdings revenue is 15.81 B USD.

How high is the profit of Equitable Holdings 2024?

The expected Equitable Holdings profit is 1.91 B USD.

What is the business model of Equitable Holdings

Equitable Holdings Inc is a multinational financial services company that offers a wide range of financial products and services. The company focuses on three main business segments, including U.S. Life and Retirement, Investment Management, and International Insurance. Equitable Holdings Inc is headquartered in New York City and has branches around the world. The U.S. Life and Retirement segment of Equitable Holdings Inc offers a wide range of life insurance and retirement products for individuals and employers. This includes variable life insurance, fixed life insurance, variable annuity products, and fixed annuity products. The company also offers supplemental insurance such as accident, hospital, cancer, long-term care, and disability insurance. Additionally, the company provides a comprehensive range of retirement and retirement planning services, including financial advice and management of retirement accounts. The Investment Management segment of Equitable Holdings Inc focuses on asset management and the sale of investment instruments such as mutual funds, investment funds, and exchange-traded funds (ETFs). The company also offers customized investment products and services to institutional investors such as pension funds and foundations. The company's Investment Management segment is also focused on providing products and services to environmentally and socially conscious investors that support these investment strategies. The International Insurance segment of Equitable Holdings Inc includes a wide range of insurance and investment products for individuals and businesses in selected international markets. The company offers life insurance, annuities, and private health insurance. Additionally, the company also provides investment products such as actively managed funds and ETFs, as well as business-oriented solutions such as group life insurance and collective retirement planning services. The business model of Equitable Holdings Inc is based on a customer-oriented approach that allows the company to address the specific needs and goals of customers. By offering a comprehensive range of financial products and services, the company can reach a broader customer base and meet a variety of needs. Additionally, the company pursues a strategy of diversifying its business to minimize risk and maximize growth opportunities. This business model has helped make Equitable Holdings Inc one of the leading financial services companies in the world. In today's advanced technology, digital solutions are also an important component of Equitable Holdings Inc's business. The company extensively uses digital channels to market its products and services and optimize its internal operations. By leveraging digital solutions, customer and employee experiences have been improved, and processes have been made more efficient. In summary, the business model of Equitable Holdings Inc is based on a customer-oriented approach and a comprehensive range of financial products and services. By focusing on the three main business segments of life and retirement insurance, investment management, and international insurance, the company can meet a variety of needs and reach a broader customer base. By leveraging digital solutions, the company has improved efficiency and optimized customer and employee experiences.

What is the Equitable Holdings dividend?

Equitable Holdings pays a dividend of 0.78 USD distributed over payouts per year.

How often does Equitable Holdings pay dividends?

The dividend cannot currently be calculated for Equitable Holdings or the company does not pay out a dividend.

What is the Equitable Holdings ISIN?

The ISIN of Equitable Holdings is US29452E1010.

What is the Equitable Holdings WKN?

The WKN of Equitable Holdings is A2PX9L.

What is the Equitable Holdings ticker?

The ticker of Equitable Holdings is EQH.

How much dividend does Equitable Holdings pay?

Over the past 12 months, Equitable Holdings paid a dividend of 1.06 USD . This corresponds to a dividend yield of about 2.21 %. For the coming 12 months, Equitable Holdings is expected to pay a dividend of 2.17 USD.

What is the dividend yield of Equitable Holdings?

The current dividend yield of Equitable Holdings is 2.21 %.

When does Equitable Holdings pay dividends?

Equitable Holdings pays a quarterly dividend. This is distributed in the months of March, July, September, December.

How secure is the dividend of Equitable Holdings?

Equitable Holdings paid dividends every year for the past 10 years.

What is the dividend of Equitable Holdings?

For the upcoming 12 months, dividends amounting to 2.17 USD are expected. This corresponds to a dividend yield of 4.51 %.

In which sector is Equitable Holdings located?

Equitable Holdings is assigned to the 'Finance' sector.

Wann musste ich die Aktien von Equitable Holdings kaufen, um die vorherige Dividende zu erhalten?

To receive the latest dividend of Equitable Holdings from 12/3/2024 amounting to 0.24 USD, you needed to have the stock in your portfolio before the ex-date on 11/26/2024.

When did Equitable Holdings pay the last dividend?

The last dividend was paid out on 12/3/2024.

What was the dividend of Equitable Holdings in the year 2023?

In the year 2023, Equitable Holdings distributed 0.78 USD as dividends.

In which currency does Equitable Holdings pay out the dividend?

The dividends of Equitable Holdings are distributed in USD.

All fundamentals about Equitable Holdings

Our stock analysis for Equitable Holdings Revenue stock includes important financial indicators such as revenue, profit, P/E ratio, P/S ratio, EBIT, as well as information on dividends. We also assess aspects such as stocks, market capitalization, debt, equity, and liabilities of Equitable Holdings Revenue. If you are looking for more detailed information on these topics, we offer comprehensive analyses on our subpages.