EQH$47.31
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AI EQH Summary
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Powered by LiveAIOverall Analysis
BuyEquitable Holdings shows solid fundamental strength in its core financial services business, with a reasonable dividend yield. Thematic alignment is moderate, and current technical indicators suggest a cautious approach due to recent price weakness.
Thematic
The company operates in established financial services sectors like retirement and asset management. While these are essential services, they lack the strong secular growth tailwinds seen in sectors like technology or renewable energy. ESG factors are becoming more relevant in financial services.
Fundamental
Equitable Holdings demonstrates a robust balance sheet, consistent revenue generation, and a commitment to returning capital via dividends. Profitability has seen some fluctuation, but the overall financial health appears sound.
Technical
The stock has experienced a recent price decline, trading below key moving averages, indicating a short-term bearish sentiment. Oscillators suggest oversold conditions in some timeframes, hinting at a potential rebound.
| Factor | Score |
|---|---|
| Retirement Services Demand | 75 |
| Asset Management Growth | 60 |
| ESG Integration | 60 |
| Digital Transformation | 55 |
| Factor | Score |
|---|---|
| Valuation | 70 |
| Profitability | 60 |
| Growth | 65 |
| Balance Sheet Health | 80 |
| Cash Flow | 70 |
| Dividends | 75 |
| Factor | Score |
|---|---|
| Trend Analysis | 40 |
| Trend Analysis | 45 |
| Momentum | 70 |
| Momentum | 55 |
| Volume Confirmation | 65 |
| Support & Resistance | 70 |
AI Investing Checklist
Powered by LiveAIBullish Points (7)
Attractive P/E Ratio
The trailing Price-to-Earnings (P/E) ratio of 19.1 is below the industry average, suggesting the stock may be undervalued relative to its peers.
Consistent Dividend Payout
The company has a consistent dividend history, with a current dividend yield of 1.868%, indicating a commitment to returning value to shareholders.
Bearish Points (7)
Negative Short-Term Moving Averages
Several short-term moving averages (10-day, 20-day, 30-day EMAs and SMAs) indicate 'Sell' signals, suggesting potential near-term downward pressure on the stock price.
Declining Net Margin
The net margin has decreased from 23.0% in 2021 to 10.5% in 2024, indicating potential pressures on profitability or increased operating costs.
Calendar
June 2025
2
Ex-Dividend Date
June 2025
9
Next Dividend Date
August 2025
6
Next Earnings Date
H: $1.45
A: $1.31
L: $1.22
H: 4.20B
A: 3.96B
L: 3.84B
Profile
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, Asset Management, Protection Solutions, Wealth Management, and Legacy. The Individual Retirement variable annuity products, including structured capital strategies, retirement cornerstone, and investment edge primarily to affluent and high net worth individuals. The Group Retirement 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. It offers guaranteed and structured investment option, and personal income benefit variable annuity products and open architecture mutual fund platform. The Asset Management segment offers investment management and related services to various clients through institutions, retail, and private wealth management. The Protection Solutions segment provides life insurance products, such as VUL and COLI insurance, IUL insurance, and term life; and employee benefits business which includes group life, supplemental life, dental, vision, short-term disability, long-term disability, critical illness, accident and hospital indemnity 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.
Seasonals
Price Target
66.40 USD
The 39 analysts offering 1 year price forecasts for EQH have a max estimate of 77.00 and a min estimate of 58.00.
Debt Level and Coverage
Financial Position Analysis
Ownership
Capital Structure
Valuation - Summary
Valuation - Ratios
Revenue to Profit Conversion
Balance Sheet
Income Statement
Cash Flow
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