EQH - Axa Equitable Holdings - Stock & Dividends
Exchange: USA Stocks • Country: United States • Currency: USD • Type: Common Stock • ISIN: US29452E1010
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.
Drawdown (Underwater) Chart
Overall Trend and Yearly Seasonality
EQH Stock Overview
Market Cap in USD | 13,377m |
Sector | Financial Services |
Industry | Insurance - Diversified |
GiC SubIndustry | Diversified Financial Services |
TER | 0.00% |
IPO / Inception | 2018-05-10 |
EQH Stock Ratings
Growth 5y | 74.6 |
Fundamental | -6.97 |
Dividend | 63.2 |
Rel. Performance vs Sector | 0.45 |
Analysts | 4.00/5 |
Fair Price Momentum | 48.52 USD |
Fair Price DCF | 35.27 USD |
EQH Dividends
Dividend Yield 12m | 2.14% |
Yield on Cost 5y | 4.94% |
Dividends CAGR 5y | 8.20% |
Payout Consistency | 100.0% |
EQH Growth Ratios
Growth 12m | 56.04% |
Growth Correlation 12m | 94.2% |
Growth Correlation 3m | 10.2% |
CAGR 5y | 18.21% |
CAGR/Mean DD 5y | 1.35 |
Sharpe Ratio 12m | 2.01 |
Alpha vs SP500 12m | 2.22 |
Beta vs SP500 5y weekly | 1.67 |
ValueRay RSI | 80.06 |
Volatility GJR Garch 1y | 20.13% |
Price / SMA 50 | 5.37% |
Price / SMA 200 | 13.7% |
Current Volume | 4089.5k |
Average Volume 20d | 2189.3k |
External Links for EQH Stock
Wall Street Journal • Benzinga • Yahoo Finance
Tweets
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Fund Manager Positions
Dataroma • Stockcircle
As of October 10, 2024, the stock is trading at USD 43.00 with a total of 4,089,508 shares traded.
Over the past week, the price has changed by +2.50%, over one month by +7.58%, over three months by +6.08% and over the past year by +59.83%.
According to ValueRays Forecast Model, EQH Axa Equitable Holdings will be worth about 53.2 in October 2025. The stock is currently trading at 43.00. This means that the stock has a potential upside of +23.81%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | 48.4 | 12.6 |
Analysts Target Price | 36.5 | -15.1 |
ValueRay Target Price | 53.2 | 23.8 |