Axa Equitable Holdings (EQH) - Stock & Dividends
Exchange: USA Stocks • Country: United States • Currency: USD • Type: Common Stock • ISIN: US29452E1010
Equitable Holdings, Inc. is a global financial services company that operates alongside its consolidated subsidiaries. The company has a broad reach and operates through four primary segments which are the Individual Retirement, Group Retirement, Investment Management and Research, and Protection Solutions segments.
The Individual Retirement sector focuses on providing variable annuity products tailored mostly for affluent and high net worth individuals. On the other hand, the Group Retirement segment offers tax-deferred investment and retirement services to plans sponsored by educational entities, municipalities, not-for-profit entities, and small to medium-sized businesses.
Equitable Holdings' Investment Management and Research division provides clients with diversified investment management and research solutions through institutional channels. Lastly, the Protection Solutions segment specializes in life insurance products such as VUL (Variable Universal Life) insurance and IUL (Indexed Universal Life) insurance, as well as employee benefits for small and medium-sized businesses.
Founded in 1859, Equitable Holdings, Inc., formerly known as AXA Equitable Holdings, Inc., is headquartered in New York, New York. For more information about the company, you can visit their website at https://www.equitableholdings.com.
Drawdown (Underwater) Chart
Overall Trend and Yearly Seasonality
EQH Stock Overview
| Market Cap in USD | 12,394m |
| Sector | Financial Services |
| Industry | Insurance - Diversified |
| GiC SubIndustry | Diversified Financial Services |
| TER | 0.00% |
| IPO / Inception | 2018-05-10 |
EQH Stock Ratings
| Growth 5y | 5.87 |
| Fundamental | -48.4 |
| Dividend | 7.46 |
| Rel. Performance vs Sector | 1.60 |
| Analysts | 4.18/5 |
| Fair Price Momentum | 38.03 USD |
| Fair Price DCF | - |
EQH Dividends
| Yield 12m | 2.36% |
| Yield on Cost 5y | 4.51% |
| Dividends CAGR 5y | 8.20% |
| Payout Consistency | 100.0% |
EQH Growth Ratios
| Growth 12m | 52.43% |
| Growth Correlation 12m | 73% |
| Growth Correlation 3m | 66% |
| CAGR 5y | 13.81% |
| Sharpe Ratio 12m | 1.76 |
| Alpha vs SP500 12m | 11.92 |
| Beta vs SP500 5y weekly | 1.67 |
| ValueRay RSI | 58.41 |
| Volatility GJR Garch 1y | 25.10% |
| Price / SMA 50 | 4.78% |
| Price / SMA 200 | 20.97% |
| Current Volume | 1730.7k |
| Average Volume 20d | 2210.6k |
External Links for EQH Stock
Wall Street Journal • Benzinga • Yahoo Finance
Tweets
X (Twitter) • Stocktwits
Fund Manager Positions
Dataroma • Stockcircle
As of April 24, 2024, the stock is trading at USD 37.27 with a total of 1,730,700 shares traded.
Over the past week, the price has changed by +4.60%, over one month by +2.42%, over three months by +13.60% and over the past year by +48.42%.
According to ValueRays Forecast Model, EQH Axa Equitable Holdings will be worth about 41.9 in April 2025. The stock is currently trading at 37.27. This means that the stock has a potential upside of +12.53%.
| Issuer | Forecast | Upside |
|---|---|---|
| Wallstreet Target Price | 40 | 7.32 |
| Analysts Target Price | 36.5 | -2.07 |
| ValueRay Target Price | 41.9 | 12.5 |