EQH - AXA Equitable Holdings Inc Stock Price, Fair Value and News

39.53USD+0.10 (+0.25%)Delayed as of 08 May 2024, 02:45 pm ET

Market Summary

USD39.53+0.10

Delayedas of 08 May 2024, 02:45 pm

0.25%

EQH Alerts

3 major insider sales recently.

Big fall in earnings (Y/Y)

EQH Stock Price

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EQH RSI Chart

EQH Valuation

Market Cap

12.8B

Price/Earnings (Trailing)

10.35

Price/Sales (Trailing)

1.23

EV/EBITDA

3.67

Price/Free Cashflow

31.28

EQH Price/Sales (Trailing)

EQH Profitability

EBT Margin

13.88%

Return on Equity

33%

Return on Assets

0.43%

Free Cashflow Yield

3.2%

EQH Fundamentals

EQH Revenue

Revenue (TTM)

10.4B

Rev. Growth (Yr)

-5.39%

Rev. Growth (Qtr)

2.76%

EQH Earnings

Earnings (TTM)

1.2B

Earnings Growth (Yr)

-35.59%

Earnings Growth (Qtr)

116.33%

Breaking Down EQH Revenue

52 Week Range

22.1639.59

(Low)(High)

Last 7 days

6.8%

Last 30 days

4.3%

Last 90 days

17%

Trailing 12 Months

67.2%

How does EQH drawdown profile look like?

EQH Financial Health

Debt/Equity

1.02

Debt/Cashflow

0.11

EQH Investor Care

Dividend Yield

2.23%

Dividend/Share (TTM)

0.88

Buy Backs (1Y)

8.66%

Diluted EPS (TTM)

3.36

Historical Charts for Stock Metrics

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Net sales

Year	Q1	Q2	Q3	Q4
2024	10.4B	0	0	0
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

Get all data in R, Python etc through our Historical Stock Data APIs

Tracking the Latest Insider Buys and Sells of AXA Equitable Holdings Inc

Filter Transactions

Datesorted ascending	Name	Buy/Sell	$ Value	Avg. Price	# Shares	Title
May 02, 2024	bernstein seth p	acquired	2,552,560	20.8109	122,655	see remarks
May 02, 2024	bernstein seth p	sold	-5,802,650	38.0569	-152,473	see remarks
Apr 15, 2024	pearson mark	sold	-1,087,120	36.2373	-30,000	president and ceo
Apr 15, 2024	hurd jeffrey j	sold	-361,239	36.2362	-9,969	chief operating officer
Apr 15, 2024	pearson mark	acquired	426,800	21.34	20,000	president and ceo
Apr 01, 2024	pearson mark	sold	-1,129,900	37.6634	-30,000	president and ceo
Apr 01, 2024	pearson mark	acquired	426,800	21.34	20,000	president and ceo
Mar 18, 2024	scott bertram l	sold	-247,011	35.2873	-7,000	-
Mar 15, 2024	hurd jeffrey j	sold	-352,093	35.3188	-9,969	chief operating officer
Mar 04, 2024	raju robin m	acquired	-	-	392	chief financial officer

Which funds bought or sold EQH recently?

View All Details

Datesorted ascending	Fund Name	Type	% Chg	$ Change	$ Held	% Portfolio
May 06, 2024	AMG National Trust Bank	added	0.05	202,006	1,624,550	0.05%
May 06, 2024	Integrated Advisors Network LLC	reduced	-3.4	103,887	1,115,970	0.06%
May 06, 2024	Quantbot Technologies LP	added	27.01	2,114,480	6,815,610	0.38%
May 06, 2024	DiNuzzo Private Wealth, Inc.	added	3.7	330	2,129	-%
May 06, 2024	Investors Research Corp	unchanged	-	197	1,596	-%
May 06, 2024	Metis Global Partners, LLC	new	-	614,127	614,127	0.02%
May 06, 2024	SG Americas Securities, LLC	added	672	2,440,000	2,752,000	0.01%
May 06, 2024	LSV ASSET MANAGEMENT	reduced	-28.57	-2,951,000	13,025,000	0.03%
May 06, 2024	Candriam S.C.A.	reduced	-14.12	-14,384	712,421	-%
May 06, 2024	TEACHER RETIREMENT SYSTEM OF TEXAS	reduced	-46.23	-206,000	327,000	-%

Are Funds Buying or Selling EQH?

Are funds buying EQH calls or puts?

Calls

Puts

No. of funds holding Calls - Puts

Net Call Options

No. of funds that own EQH

No. of Funds

Unveiling AXA Equitable Holdings Inc's Major ShareHolders

Date Filed	Name of Filer	Percent of Class	No. of Shares	Form Type
Feb 14, 2024	price t rowe associates inc /md/	8.2%	27,775,709	SC 13G/A
Feb 14, 2024	canada pension plan investment board	5.4%	18,166,769	SC 13G
Feb 13, 2024	vanguard group inc	11.23%	38,012,452	SC 13G/A
Feb 08, 2024	wellington management group llp	3.32%	11,240,981	SC 13G/A
Feb 08, 2024	pzena investment management llc	7.9%	26,764,910	SC 13G
Jan 26, 2024	norges bank	5.38%	18,217,109	SC 13G/A
Jan 24, 2024	blackrock inc.	9.7%	32,843,336	SC 13G/A
Feb 14, 2023	norges bank	5.21%	19,287,784	SC 13G/A
Feb 14, 2023	price t rowe associates inc /md/	8.8%	32,669,066	SC 13G/A
Feb 09, 2023	vanguard group inc	10.21%	37,781,024	SC 13G/A

Recent SEC filings of AXA Equitable Holdings Inc

View All Filings

Date Filed	Form Type	Document
May 03, 2024	4	Insider Trading
May 02, 2024	10-Q	Quarterly Report
May 02, 2024	144	Notice of Insider Sale Intent
Apr 30, 2024	8-K	Current Report
Apr 16, 2024	4	Insider Trading
Apr 16, 2024	4	Insider Trading
Apr 09, 2024	ARS	ARS
Apr 09, 2024	DEF 14A	DEF 14A
Apr 09, 2024	DEFA14A	DEFA14A
Apr 02, 2024	4	Insider Trading

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
ARGO	1.0T	1.3B	1.04%	3195.96%	-4.9K	773.83	-10.27%	-34.69%
AJG	53.6B	10.6B	0.45%	13.83%	49.04	5.04	20.42%	-6.05%
AIG	53.3B	48.4B	3.31%	49.36%	11.03	1.1	-4.15%	-20.63%
TRV	49.7B	42.9B	-6.01%	18.86%	15.83	1.16	13.52%	12.15%
AFL	48.1B	19.3B	-0.90%	25.15%	8.99	2.49	3.03%	17.35%
ACGL	36.7B	13.6B	3.49%	28.99%	8.27	2.7	41.83%	201.02%
AFG	10.8B	8.0B	-2.57%	11.52%	12.28	1.36	11.14%	7.56%
MID-CAP
UNM	9.9B	12.6B	-2.35%	17.17%	7.52	0.79	4.24%	-13.40%
AIZ	9.3B	11.1B	-0.68%	35.68%	14.45	0.83	9.21%	132.28%
LNC	5.0B	11.9B	-5.21%	37.41%	3.67	0.41	-33.27%	234.43%
AEL	4.5B	2.8B	-0.20%	45.14%	21.34	1.58	100.59%	-89.04%
SMALL-CAP
BRP	1.7B	1.3B	0.25%	17.87%	-31.85	1.37	18.74%	30.90%
AMSF	911.0M	308.9M	0.21%	-15.21%	14.77	2.95	3.79%	10.94%
AMBC	815.9M	314.0M	13.99%	19.72%	14.19	2.6	-29.20%	-88.19%
AAME	35.9M	186.8M	-18.72%	-19.82%	-209.99	0.19	-0.56%	-111.21%

AXA Equitable Holdings Inc News

Latest updates

AXA Equitable Holdings Inc Earnings Report: Key Takeaways & Analysis

Income Statement (Last 12 Months)

(In Millions)

(*) denotes actual numbers (not divided by Millions)
Income Statement (Quarterly)																					(In Millions)
Description	(%) Q/Q	2024Q1	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q1	2020Q4	2020Q3	2020Q2	2020Q1	2019Q4	2019Q3	2019Q2	2019Q1
Revenue	2.8%	2,230	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
EBITDA Margin	71.4%	0.16*	0.10*	0.20*	0.14*	0.17*	0.26*	0.56*	0.64*	0.61*	0.38*	-0.29*	-0.66*	-	-	-	-	-	-	-	-	-
Interest Expenses	0%	57.00	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
Income Taxes	113.2%	30.00	-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
Earnings Before Taxes	130.2%	247	-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
EBT Margin	98.1%	0.14*	0.07*	0.17*	0.11*	0.15*	0.24*	0.53*	0.61*	0.58*	0.34*	-0.32*	-0.70*	-	-	-	-	-	-	-	-	-
Net Income	116.3%	114	-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
Net Income Margin	-3.7%	0.12*	0.12*	0.20*	0.17*	0.15*	0.17*	0.40*	0.46*	0.43*	0.23*	-0.23*	-0.52*	-	-	-	-	-	-	-	-	-
Free Cashflow	107.9%	31.00	-392	410	361	-587	61.00	229	68.00	-608	161	241	-581	-	-	-	-	-	-	-	-	-

Balance Sheet

(In Millions)

(*) denotes actual numbers (not divided by Millions)
Balance Sheet																					(In Millions)
Description	(%) Q/Q	2024Q1	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q2	2021Q1	2020Q4	2020Q3	2020Q2	2020Q1	2019Q4	2019Q3	2019Q2
Assets	3.2%	285,577	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
Cash Equivalents	25.7%	10,357	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
Liabilities	3.4%	280,831	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
Short Term Borrowings	-100.0%	-	254	-	-	751	759	-	-	-	92.00	-	-	-	-	-	-	-	-	-	-	-
Long Term Debt	0.0%	3,821	3,820	3,820	3,819	3,819	3,322	-	-	-	3,839	-	-	-	-	-	-	-	-	-	-	-
LT Debt, Non Current	-100.0%	-	3,820	3,820	3,819	3,819	3,322	-	-	-	3,839	-	-	-	-	-	-	-	-	-	-	-
Shareholder's Equity	41.8%	3,755	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
Retained Earnings	-1.3%	10,110	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
Additional Paid-In Capital	-0.3%	2,322	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
Shares Outstanding	-1.9%	328	334	342	350	359	365	375	379	389	417	423	429	-	-	-	-	-	-	-	-	-
Minority Interest	-0.9%	1,723	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
Float	-	-	-	-	9,500	-	-	-	9,800	-	-	-	11,900	-	-	-	-	7,800	-	-	-	5,600

Cashflow (Last 12 Months)

(In Millions)

(*) denotes actual numbers (not divided by Millions)
Cashflow (Quarterly)																					(In Millions)
Description	(%) Q/Q	2024Q1	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q1	2020Q4	2020Q3	2020Q2	2020Q1	2019Q4	2019Q3	2019Q2	2019Q1
Cashflow From Operations	107.9%	31.00	-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
Cashflow From Investing	-2432.2%	-2,682	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
Cashflow From Financing	107.2%	4,945	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
Dividend Payments	-100.0%	-	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
Buy Backs	-100.0%	-	473	-	-	214	360	-	-	279	626	463	-39.00	430	100	100	25.00	205	585	-1.00	1.00	744

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EQH Income Statement

2024-03-31

Consolidated Statements of Income (Loss) - USD ($)
shares in Millions, $ in Millions

3 Months Ended

Mar. 31, 2024

Mar. 31, 2023

REVENUES

Policy charges and fee income

$ 614

$ 588

Premiums

275

276

Net derivative gains (losses)

(1,376)

(841)

Net investment income (loss)

1,219

990

Investment gains (losses), net:

Credit and intent to sell losses on available for sale debt securities and loans

(20)

(66)

Other investment gains (losses), net

(19)

(21)

Total investment gains (losses), net

(39)

(87)

Investment management and service fees

1,278

1,180

Other income

259

251

Total revenues

2,230

2,357

BENEFITS AND OTHER DEDUCTIONS

Policyholders’ benefits

677

730

Remeasurement of liability for future policy benefits

Change in market risk benefits and purchased market risk benefits

(1,100)

Interest credited to policyholders’ account balances

566

463

Compensation and benefits

620

583

Commissions and distribution-related payments

437

380

Interest expense

Amortization of deferred policy acquisition costs

172

152

Other operating costs and expenses

553

423

Total benefits and other deductions

1,983

2,816

Income (loss) from continuing operations, before income taxes

247

(459)

Income tax (expense) benefit

(30)

725

Net income (loss)

217

266

Less: Net income (loss) attributable to the noncontrolling interest

^[1]

103

Net income (loss) attributable to Holdings

114

177

Less: Preferred stock dividends

Net income (loss) available to Holdings’ common shareholders, basic

100

163

Net income (loss) available to Holdings’ common shareholders, diluted

$ 100

$ 163

Net income (loss) applicable to Holdings’ common shareholders per common share:

Basic (in dollars per share)

$ 0.30

$ 0.45

Diluted (in dollars per share)

$ 0.30

$ 0.45

Weighted average common shares outstanding (in millions):

Basic (in shares)

330.2

361.9

Diluted (in shares)

332.7

364.1

[1]	Includes redeemable noncontrolling interest. See Note 14 of the Notes to these Consolidated Financial Statements for details of redeemable noncontrolling interest.

EQH Balance Sheet

2024-03-31

Consolidated Balance Sheets - USD ($)
$ in Millions

Mar. 31, 2024

Dec. 31, 2023

Investments:

Fixed maturities available-for-sale, at fair value (amortized cost of $75,270 and $74,033) (allowance for credit losses of $4 and $4)

$ 67,606

$ 67,030

Fixed maturities, at fair value using the fair value option

^[1]

1,687

1,654

Mortgage loans on real estate (net of allowance for credit losses of $297 and $279)

^[1]

18,570

18,171

Policy loans

4,191

4,158

Other equity investments

^[1]

3,502

3,384

Trading securities, at fair value

1,340

1,057

Other invested assets

^[1]

5,724

6,719

Total investments

102,620

102,173

Cash and cash equivalents

^[1]

10,357

8,239

Cash and securities segregated, at fair value

866

868

Broker-dealer related receivables

1,808

1,837

Deferred policy acquisition costs

6,804

6,705

Goodwill and other intangible assets, net

5,419

5,433

Amounts due from reinsurers (allowance for credit losses of $8 and $7)

8,387

8,352

Current and deferred income taxes

2,063

2,050

Purchased market risk benefits

8,337

9,427

Other assets

^[1]

3,618

3,323

Assets held-for-sale

745

565

Assets for market risk benefits

818

591

Separate Accounts assets

133,735

127,251

Total Assets

285,577

276,814

LIABILITIES

Policyholders’ account balances

100,246

95,673

Liability for market risk benefits

12,814

14,612

Future policy benefits and other policyholders' liabilities

17,324

17,363

Broker-dealer related payables

1,022

1,232

Customer related payables

2,162

2,201

Amounts due to reinsurers

1,377

1,450

Short-term debt

254

Long-term debt

3,821

3,820

Notes issued by consolidated variable interest entities, at fair value using the fair value option

^[1]

1,580

1,559

Other liabilities

^[1]

6,511

6,088

Liabilities held-for-sale

239

153

Separate Accounts liabilities

133,735

127,251

Total Liabilities

280,831

271,656

Redeemable noncontrolling interest

^[1],[2]

991

770

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

Common stock, $0.01 par value, $2,000,000,000 shares authorized; 486,728,840 and 491,003,966 shares issued, respectively; 327,616,168 and 333,877,990 shares outstanding, respectively

Additional paid-in capital

2,322

2,328

Treasury stock, at cost, $159,108,981 and 157,125,976 shares, respectively

(3,801)

(3,712)

Retained earnings

10,110

10,243

Accumulated other comprehensive income (loss)

(8,166)

(7,777)

Total equity attributable to Holdings

2,032

2,649

Noncontrolling interest

1,723

1,739

Total Equity

3,755

4,388

Total Liabilities, Redeemable Noncontrolling Interest and Equity

$ 285,577

$ 276,814

[1]	See Note 2 of the Notes to these Consolidated Financial Statements for details of balances with VIEs.
[2]	See Note 14 of the Notes to these Consolidated Financial Statements for details of redeemable noncontrolling interest.
[3]	See Note 15 of the Notes to these Consolidated Financial Statements for details of commitments and contingent liabilities.

About AXA Equitable Holdings Inc

Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through four segments: Individual Retirement, Group Retirement, Investment Management and Research, and Protection Solutions. 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 solutions to various clients through institutional. The Protection Solutions segment provides life insurance products such as VUL insurance and IUL insurance and our employee benefits business on small and medium-sized businesses. 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.

CEO	Mr. Mark Pearson
WEBSITE	equitableholdings.com
INDUSTRY	Insurance Property & Casualty
EMPLOYEES	12300

AXA Equitable Holdings Inc Frequently Asked Questions

What is the ticker symbol for AXA Equitable Holdings Inc? What does EQH stand for in stocks?

EQH is the stock ticker symbol of AXA Equitable Holdings Inc. Every public company that trades on a stock exchange gets a ticker symbol.

What is the market capital of AXA Equitable Holdings Inc (EQH)?

As of Tue May 07 2024, market cap of AXA Equitable Holdings Inc is 12.82 Billion. The market capitalization is calculated by multiplying the stock price with the number of shares outstanding.

What is the fair value of EQH stock?

You can check EQH's fair value in chart for subscribers.

What is the fair value of EQH stock?

You can check EQH's fair value in chart for subscribers. The fair value of AXA Equitable Holdings Inc is provided for various growth and macro-economic scenarios from very pessimiatic to very optimistic assumptions. These fair values are estimates from Grufity's Fair Value model based on company's past performance. However, past performance of AXA Equitable Holdings Inc is no guarantee of future performance. These fairvalue estimates should only be used as one of the inputs in your stock analysis. We provide model's historical fair value estimates for EQH so that you know how good or bad the model has been in the past so you can discard it if needed. There are others that provide fair values of stocks such as wallmine, finbox, gurufocus and finviz. Most provide point in time estimates. We provide a history of our models fair value estimates so that you can get a sense of it's usefulness. Otherwise this data point is of little use.

Is AXA Equitable Holdings Inc a good stock to buy?

The fair value guage provides a quick view whether EQH is over valued or under valued. Whether AXA Equitable Holdings Inc is cheap or expensive depends on the assumptions which impact AXA Equitable Holdings Inc's fair value. We provide several scenarios of inflation and growth to encompass these range of assumptions for EQH.

What is AXA Equitable Holdings Inc's Price to Earnings (PE) and Price to sales (PS) ratio?

As of Tue May 07 2024, EQH's PE ratio (Price to Earnings) is 10.35 and Price to Sales (PS) ratio is 1.23. The price to earnings and price to sales ratio are two most important valuation metrics for any company. PE ratio tell us the number of years of earnings investors are ready to pay for owning the company. Historically, S&P500 price to earnings ratio has fallen below 12 during periods of gloom and gone past 30 during periods of euphoria. EQH PE ratio will change depending on the future growth rate expectations of investors.