(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
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
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 |
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%.
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%.
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 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% |