(EQH) Axa Equitable Holdings - Ratings and Ratios

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

EQH: Retirement, Insurance, Annuities, Investments, Benefits

Equitable Holdings, Inc. operates as a diversified financial services company, offering a wide range of products and services across six distinct business segments: Individual Retirement, Group Retirement, Asset Management, Protection Solutions, Wealth Management, and Legacy. The Individual Retirement segment focuses on variable annuity products tailored for affluent and high-net-worth individuals, including structured capital strategies and retirement cornerstone solutions. The Group Retirement segment provides tax-deferred investment and retirement services to educational institutions, municipalities, not-for-profit entities, and small to medium-sized businesses, offering guaranteed investment options and personal income benefit annuities. The Asset Management segment delivers investment management services to institutional, retail, and private wealth clients. The Protection Solutions segment offers life insurance products such as VUL, COLI, and IUL insurance, along with employee benefits like group life, disability, and supplemental health insurance. The Wealth Management segment provides discretionary and non-discretionary investment advisory services, financial planning, and life insurance products. The Legacy segment manages capital-intensive fixed-rate GMxB business, including ROP death benefits. The company, rebranded from AXA Equitable Holdings, Inc. in January 2020, traces its origins back to 1859 and is headquartered in New York, New York.

Based on the provided data, EQH is expected to trade within a range of $45.50 to $50.00 over the next three months. The SMA 20 at $48.98 and SMA 50 at $51.15 suggest near-term resistance levels, while the SMA 200 at $46.25 indicates long-term support. The ATR of 2.55 signals moderate volatility. Fundamentally, the P/B ratio of 184.37 reflects a premium valuation, potentially impacting investor sentiment. The forward P/E of 6.28 suggests expectations of earnings growth, while the RoE of 82.46 highlights strong profitability. These metrics collectively point to a stable outlook with limited upside potential in the short term.

Additional Sources for EQH Stock

EQH Stock Overview

Market Cap in USD 14,381m
Sector Financial Services
Industry Asset Management
GiC Sub-Industry Diversified Financial Services
IPO / Inception 2018-05-10

EQH Stock Ratings

Growth Rating 84.7
Fundamental 53.6
Dividend Rating 69.7
Rel. Strength 14.6
Analysts 4.18/5
Fair Price Momentum 53.53 USD
Fair Price DCF 88.52 USD

EQH Dividends

Dividend Yield 12m 2.04%
Yield on Cost 5y 6.66%
Annual Growth 5y 7.33%
Payout Consistency 100.0%

EQH Growth Ratios

Growth Correlation 3m -67.2%
Growth Correlation 12m 88.6%
Growth Correlation 5y 73.2%
CAGR 5y 28.03%
CAGR/Max DD 5y 0.80
Sharpe Ratio 12m 1.24
Alpha 24.92
Beta 1.165
Volatility 57.19%
Current Volume 1553.5k
Average Volume 20d 2923.7k
What is the price of EQH stocks?
As of April 26, 2025, the stock is trading at USD 49.68 with a total of 1,553,511 shares traded.
Over the past week, the price has changed by +8.92%, over one month by -8.51%, over three months by -5.97% and over the past year by +36.76%.
Is Axa Equitable Holdings a good stock to buy?
Partly, yes. Based on ValueRay Fundamental Analyses, Axa Equitable Holdings (NYSE:EQH) is currently (April 2025) ok to buy, but has to be watched. It has a ValueRay Fundamental Rating of 53.57 and therefor a somewhat positive outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of EQH as of April 2025 is 53.53. This means that EQH is currently overvalued and has a potential downside of 7.75%.
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 59.5 in April 2026. The stock is currently trading at 49.68. This means that the stock has a potential upside of +19.81%.
Issuer Forecast Upside
Wallstreet Target Price 62.9 26.6%
Analysts Target Price 56.6 13.9%
ValueRay Target Price 59.5 19.8%