…
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, Asset Management, Protection Solutions, Wealth Management, and Legacy. The Individual Retirement variable annuity products, including structured capital strategies, retirement cornerstone, and investment edge primarily to affluent and high net worth individuals. The Group Retirement 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. It offers guaranteed and structured investment option, and personal income benefit variable annuity products and open architecture mutual fund platform. The Asset Management segment offers investment management and related services to various clients through institutions, retail, and private wealth management. The Protection Solutions segment provides life insurance products, such as VUL and COLI insurance, IUL insurance, and term life; and employee benefits business which includes group life, supplemental life, dental, vision, short-term disability, long-term disability, critical illness, accident and hospital indemnity 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.
Source: TradingView
The charts and visual representations are sourced from TradingView through embedded widgets. For any issues with chart display, please visit the TradingView website
A unique technical analysis driven score developed by Kalkine showing momentum in stock prices based on select technical indicators identified.
Axa Equitable Holdings (EQH) is a US life insurer and financial-services firm providing retirement products, annuities, life insurance and wealth management via a national distribution network. Long-term growth may be supported by demographic-driven retirement demand, uptake of guaranteed-income and fee-based products, and potential benefits from higher interest rates; investors may find the company's scale and distribution attractive for income-focused exposure.
Material risks include interest-rate and market sensitivity that can strain investment spreads and guarantee costs, execution risk managing legacy blocks and the sales force, and regulatory and capital pressure.
Note: The summary and risk score provided above is created by AI and should not be construed as a recommendation of Kalkine.
| Breakdown | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
| Income before tax | -1193.00M | 2111.00M | 738.00M | 2992.00M | -169.00M |
| Minority interest | -343.00M | -516.00M | -308.00M | -241.00M | -415.00M |
| Net income | -1380.00M | 1307.00M | 1302.00M | 2153.00M | -24.00M |
| Selling general administrative | 2434.00M | 2441.00M | 2259.00M | 2201.00M | 2360.00M |
| Gross profit | 9232.00M | 6600.00M | 6302.00M | 10445.00M | 6567.00M |
| Reconciled depreciation | 872.00M | 860.00M | 999.00M | 814.00M | 497.00M |
| Ebit | -969.00M | 2337.00M | 2207.00M | 2485.00M | -1379.00M |
| Ebitda | -97.00M | 3197.00M | 2207.00M | 3299.00M | -882.00M |
| Depreciation and amortization | 872.00M | 860.00M | 768.00M | 814.00M | 497.00M |
| Operating income | -1193.00M | 2111.00M | 2207.00M | 2485.00M | -1379.00M |
| Other operating expenses | 12858.00M | 10326.00M | 4226.00M | 9652.00M | 11205.00M |
| Interest expense | 224.00M | 226.00M | 228.00M | 201.00M | 244.00M |
| Tax provision | -156.00M | 288.00M | -756.00M | 499.00M | -145.00M |
| Interest income | 2279.00M | 2777.00M | 2625.00M | 1495.00M | 4709.00M |
| Net interest income | -224.00M | -226.00M | -224.00M | -201.00M | -244.00M |
| Income tax expense | -156.00M | 288.00M | 905.00M | 598.00M | -145.00M |
| Total revenue | 11665.00M | 12437.00M | 10528.00M | 12644.00M | 11036.00M |
| Total operating expenses | 10425.00M | 4489.00M | 10301.00M | -7960.00M | -12415.00M |
| Cost of revenue | 2433.00M | 5837.00M | 4226.00M | 2199.00M | 4469.00M |
| Total other income expense net | 1348.00M | -226.00M | -1469.00M | 507.00M | 1210.00M |
| Net income from continuing ops | -1037.00M | 1823.00M | 2002.00M | 2026.00M | -24.00M |
| Net income applicable to common shares | -1441.00M | 1227.00M | 1222.00M | 1705.00M | -518.00M |
| Preferred stock and other adjustments | - | - | - | 80.00M | 79.00M |
| Breakdown | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
| Total assets | 317990.00M | 287627.00M | 276814.00M | 252702.00M | 292262.00M |
| Intangible assets | 12832.00M | - | 5433.00M | 5482.00M | 4728.00M |
| Other current assets | 907.00M | - | 18791.00M | -3152.00M | -6659.00M |
| Total liab | 316202.00M | 284059.00M | 271656.00M | 249106.00M | 278699.00M |
| Total stockholder equity | -74.00M | 1585.00M | 2649.00M | 1401.00M | 11519.00M |
| Deferred long term liab | - | - | - | 8210.00M | 5491.00M |
| Other current liab | 133992.00M | -4115.00M | 2201.00M | -714.00M | -2756.00M |
| Common stock | 5.00M | 5.00M | 5.00M | 4.00M | 4.00M |
| Capital stock | 1073.00M | 1512.00M | 1567.00M | 1566.00M | 1566.00M |
| Retained earnings | 8366.00M | 10647.00M | 10243.00M | 9825.00M | 8880.00M |
| Other liab | - | - | - | 232417.00M | 272294.00M |
| Good will | 5109.00M | - | 5144.00M | 5135.00M | 4605.00M |
| Other assets | 7688.00M | 202053.00M | 5296.00M | 81144.00M | 181605.00M |
| Cash | 12462.00M | 6964.00M | 8239.00M | 4281.00M | 5188.00M |
| Cash and equivalents | 12462.00M | - | - | 4281.00M | 5188.00M |
| Total current liabilities | 138866.00M | 4115.00M | 5137.00M | 3007.00M | 2756.00M |
| Current deferred revenue | - | - | - | 714.00M | - |
| Net debt | -5900.00M | -1015.00M | -2606.00M | 950.00M | -66.00M |
| Short term debt | 25.00M | - | 254.00M | 759.00M | 92.00M |
| Short long term debt | 25.00M | 0.00M | 254.00M | 759.00M | 92.00M |
| Short long term debt total | 6562.00M | 3833.00M | 5633.00M | 5231.00M | 5122.00M |
| Other stockholder equity | -3233.00M | -1862.00M | -1384.00M | -998.00M | -931.00M |
| Property plant equipment | 631.00M | - | - | 562.00M | 637.00M |
| Total current assets | 78505.00M | 83605.00M | 28203.00M | 97378.00M | 22466.00M |
| Long term investments | 87450.00M | 85018.00M | 75235.00M | 93097.00M | 105111.00M |
| Net tangible assets | - | - | - | -3369.00M | 5229.00M |
| Short term investments | 40270.00M | 76641.00M | 1509.00M | 64869.00M | 79857.00M |
| Net receivables | 24866.00M | 8044.00M | 12239.00M | 11590.00M | 17278.00M |
| Long term debt | 6537.00M | 5949.00M | 5379.00M | 4472.00M | 5030.00M |
| Inventory | - | - | -87508.00M | - | - |
| Accounts payable | 4849.00M | 4115.00M | 2682.00M | 2248.00M | 2664.00M |
| Noncontrolling interest in consolidated entity | - | - | - | 1740.00M | 1576.00M |
| Accumulated other comprehensive income | -6280.00M | -8712.00M | -7777.00M | -8992.00M | 2004.00M |
| Common stock total equity | - | - | - | 4.00M | 4.00M |
| Retained earnings total equity | - | - | - | 9924.00M | 8880.00M |
| Treasury stock | - | - | - | -3297.00M | -2850.00M |
| Non currrent assets other | 146327.00M | -38916.00M | 229706.00M | -714.00M | -88191.00M |
| Non current assets total | 239485.00M | 1969.00M | 243315.00M | 74180.00M | 88191.00M |
| Long term debt total | 21831.00M | - | - | 3322.00M | 3931.00M |
| Breakdown | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
| Investments | -8004.00M | -15855.00M | -8181.00M | -7477.00M | -11550.00M |
| Change to liabilities | - | - | - | 702.00M | -524.00M |
| Total cashflows from investing activities | -10754.00M | -15362.00M | -4851.00M | -7487.00M | -12689.00M |
| Net borrowings | 587.00M | -38.00M | 899.00M | 104.00M | -188.00M |
| Total cash from financing activities | 15502.00M | 12101.00M | 9000.00M | 7646.00M | 12511.00M |
| Change to operating activities | - | - | - | -2014.00M | -1525.00M |
| Net income | -1380.00M | 1307.00M | 1302.00M | 2026.00M | -24.00M |
| Change in cash | 5497.00M | -1643.00M | 3958.00M | -907.00M | -991.00M |
| Begin period cash flow | 7464.00M | 9107.00M | 4281.00M | 5188.00M | 6179.00M |
| End period cash flow | 12961.00M | 7464.00M | 8239.00M | 4281.00M | 5188.00M |
| Total cash from operating activities | 713.00M | 1638.00M | -208.00M | -851.00M | -756.00M |
| Issuance of capital stock | - | - | 0.00M | 0.00M | 293.00M |
| Depreciation | 872.00M | 860.00M | 812.00M | 814.00M | 497.00M |
| Other cashflows from investing activities | -274.00M | 795.00M | -1965.00M | -10.00M | -1139.00M |
| Dividends paid | 375.00M | 382.00M | 381.00M | 374.00M | 375.00M |
| Change to account receivables | -1207.00M | -446.00M | -910.00M | -1106.00M | -1077.00M |
| Sale purchase of stock | -2822.00M | -1261.00M | -1063.00M | -849.00M | -1637.00M |
| Other cashflows from financing activities | 18413.00M | 14551.00M | 9545.00M | 8912.00M | 13621.00M |
| Change to netincome | - | - | - | -2793.00M | 1526.00M |
| Capital expenditures | 34.00M | 153.00M | 117.00M | 167.00M | 120.00M |
| Change receivables | - | - | - | -1106.00M | -1077.00M |
| Cash flows other operating | - | - | - | 320.00M | -657.00M |
| Cash and cash equivalents changes | - | - | - | -692.00M | -934.00M |
| Change in working capital | -3463.00M | -1656.00M | -2612.00M | -1453.00M | -2107.00M |
| Stock based compensation | 277.00M | 285.00M | -144.00M | 286.00M | 226.00M |
| Other non cash items | 4684.00M | 1987.00M | 434.00M | -2524.00M | -3639.00M |
| Free cash flow | 679.00M | 1485.00M | -325.00M | -1018.00M | -876.00M |
Sector: Financial Services Industry: Asset Management
|
Stock Name
|
Change
(USD) |
Price
(USD) |
Trailing
PE (x) |
Forward
PE (x) |
Price Sales
TTM (x) |
Price to Book Value (x)
|
Enterprise Value
to Revenue (x) |
|---|---|---|---|---|---|---|---|
| EQH Equitable Holdings, Inc. |
-0.25 0.47% |
52.66 | - | 4.59 | 1.39 | 164.14 | 0.54 |
| BLK BlackRock Inc |
- -% |
1178.87 | 26.25 | 19.57 | 6.33 | 2.90 | 6.35 |
| BX Blackstone Group Inc |
-0.32 0.27% |
119.50 | 33.20 | 20.12 | 11.05 | 11.56 | 9.14 |
| IVSBF Investor AB ser. B |
-1.77 4.00% |
42.50 | 4.67 | 3.83 | 3.78 | 1.13 | 4.15 |
| KKR KKR & Co. Inc. |
-1.82 1.85% |
96.48 | 32.68 | 13.66 | 3.58 | 3.22 | 0.68 |
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, Asset Management, Protection Solutions, Wealth Management, and Legacy. The Individual Retirement variable annuity products, including structured capital strategies, retirement cornerstone, and investment edge primarily to affluent and high net worth individuals. The Group Retirement 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. It offers guaranteed and structured investment option, and personal income benefit variable annuity products and open architecture mutual fund platform. The Asset Management segment offers investment management and related services to various clients through institutions, retail, and private wealth management. The Protection Solutions segment provides life insurance products, such as VUL and COLI insurance, IUL insurance, and term life; and employee benefits business which includes group life, supplemental life, dental, vision, short-term disability, long-term disability, critical illness, accident and hospital indemnity 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.
1345 Avenue Of The Americas, New York, NY, United States, 10105
212 554 1234
8000
| Name | Title | Year Born |
|---|---|---|
| Mr. Robin Matthew Raju | Sr. EVP & CFO | 1983 |
| Mr. Mark Pearson | Pres, CEO & Director | 1958 |
| Mr. Jeffrey Joy Hurd J.D. | Sr. EVP & COO | 1967 |
| Mr. Nicholas Burritt Lane | Pres of Equitable, Sr. EVP & Head of Retirement, Wealth Management & Protection Solutions | 1974 |
| Mr. Seth Perry Bernstein | Pres & CEO of AllianceBernstein Corp. | 1961 |
| Mr. William James Eckert IV | Sr. VP, Chief Accounting Officer & Controller | 1963 |
| Isil Muderrisoglu | Head of Investor Relations | NA |
| Mr. Jose Ramon Gonzalez Esq. | Sr. EVP, Chief Legal Officer & Corp. Sec. | 1967 |
| Ms. Constance K. Weaver | Chief Marketing Officer | 1952 |
| Ms. Stephanie Withers | Chief Auditor | NA |
Disclaimer - (*)This information, including any data, is sourced from Unicorn Data Services SAS, trading as EOD Historical Data (“EODHD”) on an ‘as is’ basis, using their API. We cannot guarantee the completeness or validity of the information and data provided on this page, as well as via the API. In some cases, the data may include analyst ratings or recommendations sourced through the EODHD API, which are intended solely for general information purposes.
This information does not consider your personal objectives, financial situation, or needs. Kalkine is not liable for any errors or omissions in the information provided or for any actions taken in reliance on it. You should seek advice from a financial adviser, stockbroker or other professional adviser (including taxation and legal advice) as necessary before acting on this information.