Market Cap | 10.13B | P/E | 7.86 | EPS this Y | 32.50% | Ern Qtrly Grth | - |
Income | 1.22B | Forward P/E | 4.41 | EPS next Y | 18.60% | 50D Avg Chg | 6.00% |
Sales | 10.52B | PEG | 0.32 | EPS past 5Y | 2.02% | 200D Avg Chg | 1.00% |
Dividend | 2.00% | Price/Book | 108.21 | EPS next 5Y | 19.00% | 52W High Chg | -14.00% |
Recommedations | 2.10 | Quick Ratio | 1.76 | Shares Outstanding | 327.62M | 52W Low Chg | 30.00% |
Insider Own | 0.47% | ROA | 0.23% | Shares Float | 327.97M | Beta | 1.40 |
Inst Own | 103.33% | ROE | 37.54% | Shares Shorted/Prior | 4.74M/3.62M | Price | 28.46 |
Gross Margin | 27.12% | Profit Margin | 12.38% | Avg. Volume | 3,278,045 | Target Price | 41.33 |
Oper. Margin | -57.44% | Earnings Date | Apr 30 | Volume | 2,910,728 | Change | -1.69% |
Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through six segments: Individual Retirement, Group Retirement, Investment Management and Research, Protection Solutions, Wealth Management, and Legacy. The Individual Retirement segment offers a suite of variable annuity products primarily to affluent and high net worth individuals. The Group Retirement segment provides tax-deferred investment and retirement services or products to plans sponsored by educational entities, municipalities, and not-for-profit entities, as well as small and medium-sized businesses. The Investment Management and Research segment offers diversified investment management, research, and related services to various clients through institutional. The Protection Solutions segment provides life insurance products, such as VUL insurance and IUL insurance, term life, and employee benefits business, such as dental, vision, life, as well as short- and long-term disability insurance products to small and medium-sized businesses. The Wealth Management segment offers discretionary and non-discretionary investment advisory accounts, financial planning and advice, life insurance, and annuity products. The Legacy segment consists of the capital intensive fixed-rate GMxB business that includes ROP death benefits. The company was formerly known as AXA Equitable Holdings, Inc. and changed its name to Equitable Holdings, Inc. in January 2020. Equitable Holdings, Inc. was founded in 1859 and is based in New York, New York.
Morgan Stanley | Overweight | Apr 15, 24 |
Wells Fargo | Overweight | Apr 11, 24 |
Evercore ISI Group | Outperform | Apr 11, 24 |
Keefe, Bruyette & Woods | Market Perform | Apr 10, 24 |
Jefferies | Buy | Mar 22, 24 |
UBS | Buy | Jan 10, 24 |
JP Morgan | Neutral | Jan 3, 24 |
Jefferies | Buy | Dec 11, 23 |
Keefe, Bruyette & Woods | Market Perform | Dec 5, 23 |
Insider Trades | Relationship | Date | Transactions | Cost($) | #Shares | Value($) | #Share Own | SEC Form 4 |
---|---|---|---|---|---|---|---|---|
Lane Nick | (See Remarks) (See Remarks) | Jan 16 | Sell | 32.29 | 10,000 | 322,900 | 154,132 | 01/17/24 |
Lane Nick | (See Remarks) (See Remarks) | Jan 16 | Option | 23.18 | 5,000 | 115,900 | 164,132 | 01/17/24 |
Lane Nick | (See Remarks) (See Remarks) | Dec 22 | Sell | 33.3 | 10,000 | 333,000 | 159,132 | 12/26/23 |
Lane Nick | (See Remarks) (See Remarks) | Dec 22 | Option | 23.18 | 5,000 | 115,900 | 169,132 | 12/26/23 |
Kaye Daniel G | Director Director | Dec 20 | Sell | 33.85 | 4,845 | 164,003 | 53,757 | 12/22/23 |
Matus Kristi Ann | Director Director | Mar 24 | Sell | 23.33 | 19,297 | 450,199 | 03/24/23 | |
Eckert William James IV | Chief Accounting Off.. Chief Accounting Officer | Mar 22 | Sell | 25.3807 | 8,100 | 205,584 | 27,062 | 03/22/23 |
Raju Robin M | Chief Financial Offi.. Chief Financial Officer | Mar 15 | Buy | 23.7768 | 2,096 | 49,836 | 96,226 | 03/15/23 |
Pearson Mark | President and CEO President and CEO | Nov 15 | Sell | 30.19 | 30,000 | 905,700 | 425,307 | 11/16/22 |
Pearson Mark | President and CEO President and CEO | Nov 15 | Option | 18.74 | 20,000 | 374,800 | 455,307 | 11/16/22 |
Pearson Mark | President and CEO President and CEO | Oct 27 | Option | 18.74 | 20,000 | 374,800 | 465,307 | 10/28/22 |
Pearson Mark | President and CEO President and CEO | Oct 27 | Sell | 30.05 | 30,000 | 901,500 | 435,307 | 10/28/22 |
Pearson Mark | President and CEO President and CEO | Sep 15 | Option | 18.74 | 20,000 | 374,800 | 475,307 | 09/16/22 |
Pearson Mark | President and CEO President and CEO | Sep 15 | Sell | 30.02 | 30,000 | 900,600 | 445,307 | 09/16/22 |
SCOTT BERTRAM L | Director Director | Sep 08 | Sell | 29.8734 | 7,300 | 218,076 | 21,429 | 09/09/22 |
Pearson Mark | President and CEO President and CEO | Sep 02 | Option | 18.74 | 20,000 | 374,800 | 485,307 | 09/07/22 |
Pearson Mark | President and CEO President and CEO | Sep 02 | Sell | 30.03 | 30,000 | 900,900 | 455,307 | 09/07/22 |
Eckert William James IV | Chief Accounting Off.. Chief Accounting Officer | Aug 18 | Sell | 31.8101 | 6,000 | 190,861 | 23,723 | 08/19/22 |
Lane Nick | (See Remarks) (See Remarks) | Aug 15 | Sell | 30.89 | 25,724 | 794,614 | 96,394 | 08/15/22 |
Lane Nick | (See Remarks) (See Remarks) | Aug 15 | Option | 18.74 | 20,724 | 388,368 | 122,118 | 08/15/22 |
Pearson Mark | President and CEO President and CEO | Aug 11 | Option | 18.74 | 40,000 | 749,600 | 523,780 | 08/12/22 |
Pearson Mark | President and CEO President and CEO | Aug 11 | Sell | 30.02 | 60,000 | 1,801,200 | 463,780 | 08/12/22 |
Lane Nick | (See Remarks) (See Remarks) | Aug 11 | Option | 18.74 | 41,448 | 776,736 | 152,842 | 08/12/22 |
Lane Nick | (See Remarks) (See Remarks) | Aug 11 | Sell | 30 | 51,448 | 1,543,440 | 101,394 | 08/12/22 |
HURD JEFFREY J | Chief Operating Offi.. Chief Operating Officer | Aug 11 | Sell | 30.0101 | 16,000 | 480,162 | 80,245 | 08/12/22 |
Pearson Mark | President and CEO President and CEO | May 26 | Option | 18.74 | 20,000 | 374,800 | 512,212 | 05/27/22 |
Pearson Mark | President and CEO President and CEO | May 26 | Sell | 30.04 | 30,000 | 901,200 | 482,212 | 05/27/22 |
HURD JEFFREY J | Chief Operating Offi.. Chief Operating Officer | May 26 | Sell | 30.0039 | 8,000 | 240,031 | 95,904 | 05/27/22 |
Pearson Mark | President and CEO President and CEO | Apr 18 | Option | 18.74 | 20,000 | 374,800 | 522,212 | 04/19/22 |
Pearson Mark | President and CEO President and CEO | Apr 18 | Sell | 30.54 | 30,000 | 916,200 | 492,212 | 04/19/22 |
Lane Nick | (See Remarks) (See Remarks) | Apr 18 | Option | 18.74 | 20,724 | 388,368 | 141,731 | 04/19/22 |
Lane Nick | (See Remarks) (See Remarks) | Apr 18 | Sell | 30.52 | 25,724 | 785,096 | 116,007 | 04/19/22 |
HURD JEFFREY J | Chief Operating Offi.. Chief Operating Officer | Apr 18 | Sell | 30.4914 | 8,000 | 243,931 | 103,904 | 04/19/22 |
Lane Nick | (See Remarks) (See Remarks) | Mar 24 | Option | 18.74 | 20,725 | 388,386 | 146,732 | 03/25/22 |
Lane Nick | (See Remarks) (See Remarks) | Mar 24 | Sell | 31.52 | 25,725 | 810,852 | 121,007 | 03/25/22 |
HURD JEFFREY J | Chief Operating Offi.. Chief Operating Officer | Mar 21 | Sell | 31.7396 | 8,000 | 253,917 | 111,904 | 03/23/22 |
Pearson Mark | President and CEO President and CEO | Jan 18 | Option | 18.74 | 20,000 | 374,800 | 353,428 | 01/20/22 |
Pearson Mark | President and CEO President and CEO | Jan 18 | Sell | 35.35 | 30,000 | 1,060,500 | 323,428 | 01/20/22 |