(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.

Ticker Symbol: EQH Exchange: NYSE Type: Common Stock Country Origin: United States GICS Sub Industry: Diversified Financial Services Market Cap or AUM: $16,374.99M USD P/E: 13.83 P/E Forward: 7.23 P/B: 212.56 P/S: 1.52

Additional Sources for EQH Stock

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
What is the price of EQH stocks?
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%.
Is Axa Equitable Holdings a good stock to buy?
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%.
Is EQH a buy, sell or hold?
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
What are the forecast for EQH stock price target?
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%