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Equitable Holdings, Inc.

  • Market Cap: Mid Cap
  • Industry: Insurance
  • ISIN: US29452E1010
USD
45.96
0.33 (0.72%)

Dec 04

NYS

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  • Price Points
  • Score
  • Mojo Parameters
  • Total Return
  • News and Corporate Actions
  • Key factors
  • Shareholding
  • Financials
  • CompanyCV
stock-summaryPrice Point
High/Low

1Day

45.4846.17

52 Week

41.3956.61
Valuation
Technical
Day's Volume

CASH

1.82 M

Shareholding (Mar 2025)

FII

27.50%

Held by 308 FIIs

DII

25.84%

Held by 81 DIIs

Promoter

0.00%

How big is Equitable Holdings, Inc.?

22-Jun-2025

As of Jun 18, Equitable Holdings, Inc. has a market capitalization of $21.99 billion and reported a consolidated net profit of $1.76 billion over the latest four quarters, with total assets of $287.63 billion.

Market Cap: As of Jun 18, Equitable Holdings, Inc. has a market capitalization of 21,989.32 million, classifying it as a Mid Cap company.<BR><BR>Recent Quarterly Performance: For the latest four quarters, the sum of Net Sales is 0.00 million, while the sum of Consolidated Net Profit is 1,756.00 million.<BR><BR>Balance Sheet Snapshot: As of Dec 24, the Shareholder's Funds amount to 1,585.00 million, and the Total Assets are reported at 2,87,627.00 million.

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What does Equitable Holdings, Inc. do?

22-Jun-2025

Equitable Holdings, Inc. is a mid-cap holding company that provides financial services in the insurance industry, with a recent net profit of $150 million and a market cap of approximately $22 billion. Key metrics include a P/E ratio of 19.00 and a dividend yield of 156.38%.

Overview:<BR>Equitable Holdings, Inc. is a holding company that provides financial services in the insurance industry, operating within the mid-cap market.<BR><BR>Financial Snapshot:<BR>Most recent Net Profit: 150 Million (Quarterly Results - Mar 2025)<BR>Market cap: USD 21,989.32 Million (Mid Cap)<BR><BR>Key Metrics:<BR>P/E: 19.00<BR>Dividend Yield: 156.38%<BR>Debt Equity: -999,999.00<BR>Return on Equity: 52.31%<BR>Price to Book: 9.16<BR><BR>Contact Details:<BR>Address: 1290 AVENUE OF THE AMERICAS, NEW YORK NY: 10104-0101<BR>Tel: ['1 212 5541234', '1 212 3142476']<BR>Fax: 1 302 6365454<BR>Website: https://equitableholdings.com/

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Who are in the management team of Equitable Holdings, Inc.?

22-Jun-2025

As of March 2022, the management team of Equitable Holdings, Inc. includes Mr. Ramon de Oliveira (Chairman), Mr. Mark Pearson (CEO), and several independent directors: Mr. George Stansfield, Ms. Francis Hondal, Mr. Daniel Kaye, Ms. Joan Lamm-Tennant, and Ms. Kristi Matus. They are responsible for the company's strategic direction and operations.

As of March 2022, the management team of Equitable Holdings, Inc. includes the following individuals:<BR><BR>- Mr. Ramon de Oliveira, Independent Chairman of the Board<BR>- Mr. Mark Pearson, President, Chief Executive Officer, Director<BR>- Mr. George Stansfield, Non-Executive Director<BR>- Ms. Francis Hondal, Independent Director<BR>- Mr. Daniel Kaye, Independent Director<BR>- Ms. Joan Lamm-Tennant, Independent Director<BR>- Ms. Kristi Matus, Independent Director<BR><BR>This team is responsible for guiding the company's strategic direction and overseeing its operations.

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Is Equitable Holdings, Inc. overvalued or undervalued?

20-Sep-2025

As of August 5, 2025, Equitable Holdings, Inc. is considered very expensive with a P/E ratio of 19 and a high PEG ratio of 2.16, despite strong stock performance, indicating potential unsustainability in its valuation compared to peers like Prudential Financial.

As of 5 August 2025, the valuation grade for Equitable Holdings, Inc. has moved from expensive to very expensive, indicating a significant increase in perceived overvaluation. The company is currently considered overvalued, supported by a P/E ratio of 19, a Price to Book Value of 9.68, and an EV to EBITDA ratio of 19.21. In comparison, Prudential Financial, Inc. shows a more attractive P/E ratio of 41.49 and an EV to EBITDA of 156.35, highlighting the disparity in valuation metrics among peers.<BR><BR>Despite the overvaluation, Equitable Holdings has demonstrated strong stock performance, with a year-to-date return of 15.35%, outpacing the S&P 500's return of 12.22% during the same period. However, the company's high PEG ratio of 2.16 and the negative ROCE due to capital employed suggest that the current valuation may not be sustainable in the long term.

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Is Equitable Holdings, Inc. technically bullish or bearish?

28-Oct-2025

As of October 24, 2025, Equitable Holdings, Inc. is in a bearish trend with mixed signals from technical indicators, having outperformed the S&P 500 in the past week but underperformed over longer periods.

As of 24 October 2025, the technical trend for Equitable Holdings, Inc. has changed from sideways to bearish. The current stance is bearish with a mild strength indicated by the weekly MACD and KST both being bearish, while the monthly MACD and KST are mildly bearish. The daily moving averages also confirm a bearish trend. The Bollinger Bands show a mixed signal with weekly mildly bearish and monthly mildly bullish indicators. The Dow Theory indicates a mildly bearish stance on a monthly basis. <BR><BR>In terms of performance, the stock has outperformed the S&P 500 over the past week with a return of 3.10% compared to the S&P 500's 1.92%, but it has underperformed over the longer periods, particularly in the 1-month, 1-year, and 3-year comparisons.

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iScoreScore
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Strong Sell
Sell
Hold
Buy
Strong Buy

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Dashboard
1

Weak Long Term Fundamental Strength with a 0% CAGR growth in Operating Profits

 
2

The company has declared negative results in Jan 70 after 2 consecutive negative quarters

3

Risky -

4

Below par performance in long term as well as near term

stock-summaryMojo Parameters
Mojo Parameters
Stock DNA
stock-summary
Industry

Insurance

stock-summary
Market cap

USD 22,338 Million (Mid Cap)

stock-summary
P/E

19.00

stock-summary
Industry P/E

NA

stock-summary
Dividend Yield

158.61%

stock-summary
Debt Equity

-999,999.00

stock-summary
Return on Equity

41.69%

stock-summary
Price to Book

19.44

Revenue and Profits:
Net Sales:
(Quarterly Results - Jun 2025)
Net Profit:
-283 Million
stock-summaryTotal Returns
Total Returns (Price + Dividend) stock-summary
TimePeriod
Price Return
Dividend Return
Total Return
3 Months
-15.0%
0%
-15.0%
6 Months
-13.17%
0%
-13.17%
1 Year
-3.69%
0%
-3.69%
2 Years
42.51%
0%
42.51%
3 Years
43.71%
0%
43.71%
4 Years
46.18%
0%
46.18%
5 Years
69.47%
0%
69.47%

Equitable Holdings, Inc. for the last several years.

Risk Adjusted Returns v/s stock-summary
stock-summaryNews & Corporate Actions
News
Equitable Holdings, Inc. Experiences Revision in Stock Evaluation Amid Market Dynamics

Equitable Holdings, Inc. Experiences Revision in Stock Evaluation Amid Market Dynamics

Equitable Holdings, Inc. has recently revised its evaluation amid fluctuating market conditions. The company has shown resilience with a 137.59% return over the past five years, surpassing the S&P 500. Current technical indicators suggest a mixed sentiment, reflecting the challenges and adjustments in the insurance sector.

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Is Equitable Holdings, Inc. technically bullish or bearish?

As of 24 October 2025, the technical trend for Equitable Holdings, Inc. has changed from sideways to bearish. The current stance is bearish with a mild strength indicated by the weekly MACD and KST both being bearish, while the monthly MACD and KST are mildly bearish. The daily moving averages also confirm a bearish trend. The Bollinger Bands show a mixed signal with weekly mildly bearish and monthly mildly bullish indicators. The Dow Theory indicates a mildly bearish stance on a monthly basis. In terms of performance, the stock has outperformed the S&P 500 over the past week with a return of 3.10% compared to the S&P 500's 1.92%, but it has underperformed over the longer periods, particularly in the 1-month, 1-year, and 3-year comparisons....

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Equitable Holdings Forms Death Cross, Signaling Bearish Trend Ahead

Equitable Holdings Forms Death Cross, Signaling Bearish Trend Ahead

Equitable Holdings, Inc. has recently encountered a technical event known as a Death Cross, indicating a potential shift in market sentiment. Current indicators reflect a bearish outlook, with mixed signals across various technical measures. The stock's performance has lagged behind the S&P 500 over the past year and month.

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Announcements stock-summary
Icon
No announcement available
Corporate Actions stock-summary
Icon
No corporate action available
stock-summaryKey Factors
Quality key factors stock-summary
Factor
Value
Sales Growth (5y)
-0.65%
EBIT Growth (5y)
0
EBIT to Interest (avg)
0
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
13.84%
Dividend Payout Ratio
24.88%
Pledged Shares
0
Institutional Holding
100.00%
ROCE (avg)
0
ROE (avg)
37.70%
Valuation key factors
Factor
Value
P/E Ratio
19
Industry P/E
Price to Book Value
9.68
EV to EBIT
NA
EV to EBITDA
19.21
EV to Capital Employed
-3.31
EV to Sales
1.07
PEG Ratio
2.16
Dividend Yield
147.94%
ROCE (Latest)
Negative Capital Employed
ROE (Latest)
52.31%
Technicals key factors
Indicator
Weekly
Monthly
MACD
Bearish
Mildly Bearish
RSI
Bullish
No Signal
Bollinger Bands
Mildly Bearish
Bearish
Moving Averages
Bearish (Daily)
KST
Bearish
Mildly Bearish
Dow Theory
Mildly Bearish
Mildly Bearish
OBV
Mildly Bullish
Mildly Bearish
stock-summary Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish  Turned 
stock-summaryShareholding
Shareholding Snapshot : Mar 2025stock-summary
Shareholding Compare (%holding) stock-summary
Majority shareholders

Domestic Funds

Domestic Funds

Held in 112 Schemes (46.64%)

Foreign Institutions

Held by 308 Foreign Institutions (27.5%)

Strategic Entities with highest holding

Highest Public shareholder

stock-summaryFinancial
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  {
    "link": "quarterly",
    "btn_text": "All Quarterly Results",
    "header": "Quarterly Results Snapshot (Consolidated) - Jun'25 - QoQ",
    "rhs": [
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        "prefix": "Net Sales ",
        "suffix": "QoQ Growth in quarter ended Jun 2025 is 0.00% vs 0.00% in Mar 2025",
        "dir": 0
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        "prefix": "Consolidated Net Profit ",
        "suffix": "QoQ Growth in quarter ended Jun 2025 is -288.67% vs -85.22% in Mar 2025",
        "dir": -1
      }
    ],
    "table": {
      "header": [
        "Jun'25",
        "Mar'25",
        "Change(%)"
      ],
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          "field": "Net Sales",
          "val1": "0.00",
          "val2": "0.00",
          "chgp": "",
          "chgp_class": "neutral"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "220.00",
          "val2": "213.00",
          "chgp": "3.29%",
          "chgp_class": "positive"
        },
        {
          "field": "Interest",
          "val1": "61.00",
          "val2": "55.00",
          "chgp": "10.91%",
          "chgp_class": "negative"
        },
        {
          "field": "Exceptional Items",
          "val1": "0.00",
          "val2": "0.00",
          "chgp": "",
          "chgp_class": "neutral"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "-283.00",
          "val2": "150.00",
          "chgp": "-288.67%",
          "chgp_class": "negative"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "-101.80%",
          "val2": "58.70%",
          "chgp": "-16.05%",
          "chgp_class": "negative"
        }
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    "link": "annual",
    "btn_text": "All Annual Results",
    "header": "Annual Results Snapshot (Consolidated) - Dec'24",
    "rhs": [
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        "prefix": "Net Sales ",
        "suffix": "YoY Growth in year ended Dec 2024 is 0.00% vs 0.00% in Dec 2023",
        "dir": 0
      },
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        "prefix": "Consolidated Net Profit ",
        "suffix": "YoY Growth in year ended Dec 2024 is 10.96% vs -31.37% in Dec 2023",
        "dir": 1
      }
    ],
    "table": {
      "header": [
        "Dec'24",
        "Dec'23",
        "Change(%)"
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          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "860.00",
          "val2": "812.00",
          "chgp": "5.91%",
          "chgp_class": "positive"
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          "field": "Interest",
          "val1": "226.00",
          "val2": "228.00",
          "chgp": "-0.88%",
          "chgp_class": "positive"
        },
        {
          "field": "Exceptional Items",
          "val1": "0.00",
          "val2": "0.00",
          "chgp": "",
          "chgp_class": "neutral"
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        {
          "field": "Consolidate Net Profit",
          "val1": "1,823.00",
          "val2": "1,643.00",
          "chgp": "10.96%",
          "chgp_class": "positive"
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        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "162.20%",
          "val2": "78.30%",
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Quarterly Results Snapshot (Consolidated) - Jun'25 - QoQstock-summary
Jun'25
Mar'25
Change(%)
Net Sales
0.00
0.00
Operating Profit (PBDIT) excl Other Income
220.00
213.00
3.29%
Interest
61.00
55.00
10.91%
Exceptional Items
0.00
0.00
Consolidate Net Profit
-283.00
150.00
-288.67%
Operating Profit Margin (Excl OI)
-101.80%
58.70%
-16.05%
USD in Million.
stock-summary Compare with Peers
Net Sales

QoQ Growth in quarter ended Jun 2025 is 0.00% vs 0.00% in Mar 2025

Direction Arrows
Consolidated Net Profit

QoQ Growth in quarter ended Jun 2025 is -288.67% vs -85.22% in Mar 2025

All Quarterly Resultsstock-summary
Annual Results Snapshot (Consolidated) - Dec'24stock-summary
Dec'24
Dec'23
Change(%)
Net Sales
0.00
0.00
Operating Profit (PBDIT) excl Other Income
860.00
812.00
5.91%
Interest
226.00
228.00
-0.88%
Exceptional Items
0.00
0.00
Consolidate Net Profit
1,823.00
1,643.00
10.96%
Operating Profit Margin (Excl OI)
162.20%
78.30%
8.39%
USD in Million.
stock-summary Compare with Peers
Net Sales

YoY Growth in year ended Dec 2024 is 0.00% vs 0.00% in Dec 2023

Direction Arrows
Consolidated Net Profit

YoY Growth in year ended Dec 2024 is 10.96% vs -31.37% in Dec 2023

All Annual Resultsstock-summary
stock-summaryCompany CV
About Equitable Holdings, Inc. stock-summary
stock-summary
Equitable Holdings, Inc.
Insurance
Equitable Holdings, Inc., formerly AXA Equitable Holdings, Inc., is a holding company that provides financial services. The Company comprises of financial advice, protection and retirement. The Company operates through four segments: Individual Retirement, Group Retirement, Investment Management and Research, and Protection Solutions. Individual Retirement segment provides a suit of variable annuity products, which are sold to the individuals saving for retirement or seeking guaranteed retirement income. Group Retirement segment provides tax-deferred investment products and solutions to employer-sponsored retirement plans sponsored by educational, municipalities, and small and medium-sized businesses. Investment Management and Research segment offers diversified investment management, and research products and services. Protection Solutions segment includes its life insurance and employee benefits businesses.
Company Coordinates stock-summary
Company Details
1290 AVENUE OF THE AMERICAS , NEW YORK NY : 10104-0101
stock-summary
Tel: 1 212 55412341 212 3142476
stock-summary
https://equitableholdings.com/
stock-summary
Registrar Details
Stock List
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