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Equitable Holdings, Inc.

Company price
52.66 USD -0.25 ( 0.47%)
Last update at 2026-11-06T21:10:00Z
VOLUME
2283877
Market Cap
14721.17M

Momentum Score

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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.

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Day Price Range
51.10
Low
53.34
High
52 Week Price Range
34.72
Low
54.55
High

Momentum Score

…
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A unique technical analysis driven score developed by Kalkine showing momentum in stock prices based on select technical indicators identified.

Score - Rating
>= 1 - Low / > 1 but < 2 - Below Average / > 2 but < 3 - Average / > 3 but < 4 - Above Average / > 4 - High
AI Summary

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.

Risk Score
Medium

Note: The summary and risk score provided above is created by AI and should not be construed as a recommendation of Kalkine.

Key Metrics*

Previous Close
52.91
Dividend Yield
2.12%
Revenue TTM
10620.00M
Revenue Per Share
37.23
Gross Profit TTM
1356.00M
Debt / Equity
-88.68
ROE
-25.13%
Net Debt
-5900.00M
ROCE
-0.54%
Diluted EPS TTM
-3.29

Key Financials*

Income Statement

Balance Sheet

Change in Cash

Total Operating Cash

Dividends Paid

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

Peer Comparison*

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

Profile*

Equitable Holdings, Inc.

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.

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