EQH 📈 Axa Equitable Holdings - Overview

Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US29452E1010

EQH: Annuities, Insurance, Investments, Retirement, Wealth Management

Equitable Holdings, Inc. is a diversified financial services company that operates globally, offering a wide range of products and services to individuals, businesses, and institutions.

The company's Individual Retirement segment focuses on providing variable annuity products to affluent and high net worth individuals, helping them achieve their long-term financial goals.

The Group Retirement segment caters to educational entities, municipalities, not-for-profit organizations, and small to medium-sized businesses, offering tax-deferred investment and retirement services or products that meet their unique needs.

Through its Investment Management and Research segment, the company provides diversified investment management, research, and related services to institutional clients, helping them make informed investment decisions.

The Protection Solutions segment offers a suite of life insurance products, including variable universal life (VUL) insurance, indexed universal life (IUL) insurance, term life, and employee benefits such as dental, vision, life, and short- and long-term disability insurance, primarily to small and medium-sized businesses.

The Wealth Management segment provides discretionary and non-discretionary investment advisory accounts, financial planning, and advice, as well as life insurance and annuity products, to help individuals and families achieve their financial objectives.

The Legacy segment consists of the capital-intensive fixed-rate guaranteed minimum benefit (GMxB) business, which includes return of premium (ROP) death benefits, providing a stable source of income for policyholders.

With a rich history dating back to 1859, Equitable Holdings, Inc. is headquartered in New York, New York, and has undergone significant transformations, including a name change from AXA Equitable Holdings, Inc. in January 2020.

For more information, please visit the company's website at https://www.equitableholdings.com.

Additional Sources for EQH Stock

EQH Stock Overview

Market Cap in USD 15,112m
Sector Financial Services
Industry Insurance - Diversified
GiC Industry Financial Services
TER 0.00%
IPO / Inception 2018-05-10

EQH Stock Ratings

Growth 5y 73.9%
Fundamental 23.8%
Dividend 58.5%
Rel. Performance Sector 0.79
Analysts 3.91/5
Fair Price Momentum 52.15 USD
Fair Price DCF 59.28 USD

EQH Dividends

Dividend Yield 12m 1.47%
Yield on Cost 5y 3.23%
Annual Growth 5y 8.20%
Payout Consistency 100.00%

EQH Growth Ratios

Growth Correlation 3m 93.9%
Growth Correlation 12m 94.3%
Growth Correlation 5y 72.2%
CAGR 5y 17.01%
CAGR/Mean DD 5y 1.26
Sharpe Ratio 12m 1.64
Alpha 6.03
Beta 1.52
Volatility 25.81%
Current Volume 3397k
Average Volume 20d 2709.7k
What is the price of EQH stocks?
As of December 04, 2024, the stock is trading at USD 47.56 with a total of 3,397,000 shares traded.
Over the past week, the price has changed by -1.55%, over one month by +6.21%, over three months by +15.58% and over the past year by +51.00%.
Is Axa Equitable Holdings a good stock to buy?
Neither. Based on ValueRay Fundamental Analyses, Axa Equitable Holdings is currently (December 2024) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 23.77 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 December 2024 is 52.15. This means that EQH is currently overvalued and has a potential downside of 9.65%.
Is EQH a buy, sell or hold?
Axa Equitable Holdings has received a consensus analysts rating of 3.91. Therefor, it is recommend to buy EQH.
  • Strong Buy: 4
  • Buy: 2
  • Hold: 5
  • 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 57.5 in December 2025. The stock is currently trading at 47.56. This means that the stock has a potential upside of +20.88%.
Issuer Forecast Upside
Wallstreet Target Price 53.3 12.1%
Analysts Target Price 36.5 -23.3%
ValueRay Target Price 57.5 20.9%