EQH - Axa Equitable Holdings - Stock & Dividends
Exchange: USA Stocks • Country: United States • Currency: USD • Type: Common Stock • ISIN: US29452E1010
Annuities, Life Insurance, Investment Management, Retirement Services
Equitable Holdings, Inc. is a global financial services company that operates through six distinct business segments, providing a diverse range of products and services to individuals, businesses, and institutions worldwide.
The Individual Retirement segment specializes in offering variable annuity products tailored to affluent and high net worth individuals, helping them achieve their long-term financial goals.
The Group Retirement segment focuses on providing tax-deferred investment and retirement solutions to educational institutions, municipalities, not-for-profit organizations, and small to medium-sized businesses, enabling them to create sustainable retirement plans for their employees.
The Investment Management and Research segment offers a comprehensive suite of investment management, research, and related services to institutional clients, helping them navigate complex financial markets and achieve their investment objectives.
The Protection Solutions segment provides a broad range of life insurance products, including variable universal life, indexed universal life, term life, and employee benefits such as dental, vision, life, and disability insurance, primarily to small and medium-sized businesses, helping them protect their employees and manage risk.
The Wealth Management segment offers discretionary and non-discretionary investment advisory services, financial planning, and advice, as well as life insurance and annuity products, to help individuals and families achieve their financial aspirations.
The Legacy segment comprises the company's 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 evolved over the years to become a leading financial services company, committed to helping its clients achieve financial security and prosperity.
Drawdown (Underwater) Chart
![Drawdown / Underwater Chart for EQH - Axa Equitable Holdings - Stock & Dividends](https://www.valueray.com/images/drawdown_chart/EQH.NYSE_drawdown.png)
Overall Trend and Yearly Seasonality
![Drawdown / Underwater Chart for EQH - Axa Equitable Holdings - Stock & Dividends](https://www.valueray.com/images/chart/EQH.NYSE_seasonality.png)
EQH Stock Overview
Market Cap in USD | 13,146m |
Sector | Financial Services |
Industry | Insurance - Diversified |
GiC SubIndustry | Diversified Financial Services |
TER | 0.00% |
IPO / Inception | 2018-05-10 |
EQH Stock Ratings
Growth 5y | 63.5 |
Fundamental | -15.2 |
Dividend | 67.4 |
Rel. Performance vs Sector | 1.57 |
Analysts | 4.00/5 |
Fair Price Momentum | 45.92 USD |
Fair Price DCF | 15.24 USD |
EQH Dividends
Dividend Yield 12m | 2.09% |
Yield on Cost 5y | 4.54% |
Dividends CAGR 5y | 8.20% |
Payout Consistency | 100.0% |
EQH Growth Ratios
Growth 12m | 54.47% |
Growth Correlation 12m | 78% |
Growth Correlation 3m | 69% |
CAGR 5y | 16.73% |
CAGR/Mean DD 5y | 1.24 |
Sharpe Ratio 12m | 2.05 |
Alpha vs SP500 12m | 23.09 |
Beta vs SP500 5y weekly | 1.68 |
ValueRay RSI | 68.96 |
Volatility GJR Garch 1y | 23.58% |
Price / SMA 50 | 4.95% |
Price / SMA 200 | 23.73% |
Current Volume | 1495.7k |
Average Volume 20d | 2440.8k |
External Links for EQH Stock
Wall Street Journal • Benzinga • Yahoo Finance
Tweets
X • Stocktwits
Fund Manager Positions
Dataroma • Stockcircle
As of July 27, 2024, the stock is trading at USD 43.07 with a total of 1,495,687 shares traded.
Over the past week, the price has changed by +3.21%, over one month by +6.16%, over three months by +17.43% and over the past year by +54.31%.
According to ValueRays Forecast Model, EQH Axa Equitable Holdings will be worth about 50.6 in July 2025. The stock is currently trading at 43.07. This means that the stock has a potential upside of +17.37%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | 44.2 | 2.67 |
Analysts Target Price | 36.5 | -15.3 |
ValueRay Target Price | 50.6 | 17.4 |