Equitable Holdings
EQH
Market cap $15.1B

48.05 USD

+0.68

1.44%

At close Dec 26, 4:00 PM EST

After hours

48.05

+0.00

0.00%

1 day

1.44%

5 days

6.40%

1 month

-0.54%

3 months

14.46%

6 months

18.44%

Year to date

45.08%

1 year

43.30%

5 years

94.22%

10 years

136.23%

About: Equitable Holdings Inc is a financial services company in the U.S. The company provides variable annuities, tax-deferred investment and retirement plans, employee benefits, and protection solutions for individuals, families, and small businesses. Its business segments include Individual Retirement, Group Retirement, Investment Management and Research, Protection Solutions, Wealth Management, and Legacy. The Individual Retirement segment offers annuity products, the Group Retirement segment provides tax-deferred investment and retirement services, the Investment Management and Research segment consists of diversified investment management, research, and related services, and the Protection Solutions segment focuses on life insurance products.

Employees: 8,500

Financials Insurance Agents, Brokers & Service

0

Funds holding %

of 6,809 funds

0

Analysts bullish %

of 3 analysts

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

34% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 152

19% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 54

11% more funds holding in top 10

Funds holding in top 10: 9 [Q2] → 10 (+1) [Q3]

2% more funds holding

Funds holding: 485 [Q2] → 495 (+10) [Q3]

6.3% less ownership

Funds ownership: 95.03% [Q2] → 88.74% (-6.3%) [Q3]

6% less capital invested

Capital invested by funds: $12.6B [Q2] → $11.8B (-$807M) [Q3]

49% less call options, than puts

Call options by funds: $6.03M | Put options by funds: $11.8M

See Fund Rankings

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$47

2%

downside

Avg. target

$55

14%

upside

High target

$60

25%

upside

3 analyst ratings

3 positive

100%

0 neutral

0%

0 negative

0%

Keefe, Bruyette & Woods Ryan Krueger 87% 1-year accuracy 13 / 15 met price target	21%upside $58	Outperform Upgraded	9 Dec 2024
Wells Fargo Elyse Greenspan 58% 1-year accuracy 53 / 91 met price target	2%downside $47	Overweight Maintained	10 Oct 2024
Barclays Alex Scott 53% 1-year accuracy 30 / 57 met price target	25%upside $60	Overweight Maintained	8 Oct 2024

See Analyst Rankings

Financial journalist opinion

Zacks Investment Research

Equitable Holdings Rises 4.7% Since Q3 Beat on Strong Asset Management

EQH's total AUM reaches $933.8 billion in the third quarter.

Equitable Holdings Rises 4.7% Since Q3 Beat on Strong Asset Management

Equitable Holdings Declares Common and Preferred Stock Dividends

NEW YORK--(BUSINESS WIRE)--Equitable Holdings Declares Common and Preferred Stock Dividends.

Equitable Holdings Declares Common and Preferred Stock Dividends

Equitable Holdings: Business Transformation Continues To Deliver Solid Results

Equitable Holdings has performed excellently, gaining over 80% this year, supported by strong capital returns and favorable macro conditions. EQH benefits from strong fee growth, a favorable interest rate environment, and high retail demand for annuities, driving robust net inflows and wider spreads. EQH's wealth management unit shows strong organic growth with a 25% earnings jump, aided by a market that has reached new highs.

Equitable Holdings: Business Transformation Continues To Deliver Solid Results

Equitable Holdings, Inc. (EQH) Q3 2024 Earnings Call Transcript

Equitable Holdings, Inc. (NYSE:EQH ) Q3 2024 Earnings Conference Call November 5, 2024 9:00 AM ET Company Participants Erik Bass - Head of Investor Relations Mark Pearson - President and Chief Executive Officer Robin Raju - Chief Financial Officer Jacqueline Marks - AllianceBernstein's Chief Financial Officer Onur Erzan - Head of AllianceBernstein's Global Client Group and Private Wealth business Conference Call Participants Suneet Kamath - Jefferies Thomas Gallagher - Evercore ISI Ryan Krueger - Keefe, Bruyette, & Woods, Inc. Joel Hurwitz - Dowling & Partners Securities Alex Scott - Barclays Mark Hughes - Truist Securities Operator Hello, and thank you for standing by. My name is Regina, and I will be your conference operator today.

Equitable Holdings, Inc. (EQH) Q3 2024 Earnings Call Transcript

Zacks Investment Research

Equitable Holdings (EQH) Reports Q3 Earnings: What Key Metrics Have to Say

Although the revenue and EPS for Equitable Holdings (EQH) give a sense of how its business performed in the quarter ended September 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Equitable Holdings (EQH) Reports Q3 Earnings: What Key Metrics Have to Say

Zacks Investment Research

Equitable Holdings, Inc. (EQH) Tops Q3 Earnings Estimates

Equitable Holdings, Inc. (EQH) came out with quarterly earnings of $1.53 per share, beating the Zacks Consensus Estimate of $1.52 per share. This compares to earnings of $1.15 per share a year ago.

Equitable Holdings, Inc. (EQH) Tops Q3 Earnings Estimates

Equitable Holdings Reports Third Quarter 2024 Results

NEW YORK--(BUSINESS WIRE)--Equitable Holdings Reports Third Quarter 2024 Results.

Equitable Holdings Reports Third Quarter 2024 Results

Zacks Investment Research

Equitable Holdings, Inc. (EQH) Reports Next Week: Wall Street Expects Earnings Growth

Equitable Holdings (EQH) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Equitable Holdings, Inc. (EQH) Reports Next Week: Wall Street Expects Earnings Growth

Equitable Excellence Scholarship® Application Opens

NEW YORK--(BUSINESS WIRE)--Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced the call for applications for its 2025 Equitable Excellence Scholarship®. The long-running annual scholarship program is open to high school seniors across the country, underscoring the company's belief in the societal benefits of creating pathways to higher education. Scholarships are granted based on financial need, academic performan.

Equitable Excellence Scholarship® Application Opens

Equitable Survey Finds Majority of Working Americans Regret Benefits Selections During Open Enrollment

NEW YORK--(BUSINESS WIRE)--Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced new findings from a survey of more than 1,000 consumers to help uncover the latest financial trends that are top of mind for Americans. Equitable's survey revealed that more than half of Americans (53%) eligible for workplace benefits through their employer regret their choices during last year's open enrollment period. The top reasons.

Equitable Survey Finds Majority of Working Americans Regret Benefits Selections During Open Enrollment

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