(EQH) Axa Equitable Holdings - Ratings and Ratios
Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US29452E1010
EQH: Annuities, Insurance, Investments, Retirement, Wealth Management
Equitable Holdings, Inc. (NYSE: EQH) is a diversified financial services company with a global footprint. Established in 1859, it operates through six distinct business segments, each addressing different market needs. The company rebranded from AXA Equitable Holdings in January 2020, signaling a strategic shift toward independence and growth.
The Individual Retirement segment focuses on affluent and high-net-worth individuals, offering variable annuity products tailored to their financial goals. This segment emphasizes long-term wealth management solutions, catering to a niche market with significant growth potential.
In the Group Retirement space, EQH serves educational institutions, municipalities, and small to medium-sized businesses. Their offerings include tax-deferred investment and retirement products, helping organizations secure their employees futures while managing their own financial obligations effectively.
The Investment Management and Research division provides institutional clients with comprehensive investment strategies and research. This segment underscores EQHs commitment to delivering sophisticated financial solutions, leveraging its expertise to drive client returns and build trust.
Protection Solutions offers a range of life insurance products, including variable and index universal life insurance, term life, and employee benefits. This segment also provides disability and dental/vision insurance, making it a one-stop-shop for businesses looking to protect their workforce comprehensively.
The Wealth Management segment delivers personalized financial planning, investment advisory services, and a suite of insurance and annuity products. This division is designed to meet the diverse needs of high-net-worth individuals seeking holistic wealth management solutions.
The Legacy segment manages a capital-intensive business focused on fixed-rate guaranteed minimum benefits (GMxB). This includes retirement income products with return of premium death benefits, ensuring policyholders financial security even in uncertain markets.
With a market capitalization of approximately $16.375 billion, EQH trades on the NYSE under the ticker symbol EQH. Its financial metrics include a P/E ratio of 13.83, a forward P/E of 7.23, a price-to-book ratio of 212.56, and a price-to-sales ratio of 1.52. These figures highlight EQHs position as a financially robust player in the diversified financial services sector.
For more information, visit their website at https://www.equitableholdings.com.
Additional Sources for EQH Stock
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
EQH Stock Overview
Market Cap in USD | 16,722m |
Sector | Financial Services |
Industry | Asset Management |
GiC Sub-Industry | Diversified Financial Services |
IPO / Inception | 2018-05-10 |
EQH Stock Ratings
Growth 5y | 76.7% |
Fundamental | -17.7% |
Dividend | 62.2% |
Rel. Strength Industry | 18.6 |
Analysts | 4.18/5 |
Fair Price Momentum | 52.39 USD |
Fair Price DCF | 17.76 USD |
EQH Dividends
Dividend Yield 12m | 1.53% |
Yield on Cost 5y | 3.26% |
Annual Growth 5y | 7.33% |
Payout Consistency | 100.0% |
EQH Growth Ratios
Growth Correlation 3m | 83.8% |
Growth Correlation 12m | 94.5% |
Growth Correlation 5y | 73.1% |
CAGR 5y | 18.39% |
CAGR/Max DD 5y | 0.32 |
Sharpe Ratio 12m | 1.52 |
Alpha | 31.50 |
Beta | 1.08 |
Volatility | 22.20% |
Current Volume | 2632.2k |
Average Volume 20d | 3022.1k |
As of February 23, 2025, the stock is trading at USD 51.37 with a total of 2,632,152 shares traded.
Over the past week, the price has changed by -7.17%, over one month by -2.76%, over three months by +10.31% and over the past year by +54.24%.
Neither. Based on ValueRay Fundamental Analyses, Axa Equitable Holdings is currently (February 2025) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of -17.68 and therefor a neutral outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of EQH as of February 2025 is 52.39. This means that EQH is currently overvalued and has a potential downside of 1.99%.
Axa Equitable Holdings has received a consensus analysts rating of 4.18. Therefor, it is recommend to buy EQH.
- Strong Buy: 5
- Buy: 3
- Hold: 3
- Sell: 0
- Strong Sell: 0
According to ValueRays Forecast Model, EQH Axa Equitable Holdings will be worth about 62.9 in February 2026. The stock is currently trading at 51.37. This means that the stock has a potential upside of +22.39%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | 60 | 16.8% |
Analysts Target Price | 56.6 | 10.2% |
ValueRay Target Price | 62.9 | 22.4% |