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Last Close
Jul 01 01:15PM ET
55.67
Dollar change
-0.43
Percentage change
-0.77
%
Index- P/E15.13 EPS (ttm)3.68 Insider Own0.53% Shs Outstand306.34M Perf Week3.11%
Market Cap16.92B Forward P/E6.86 EPS next Y8.12 Insider Trans-18.00% Shs Float302.28M Perf Month5.30%
Enterprise Value- PEG0.87 EPS next Q1.56 Inst Own100.17% Short Float1.75% Perf Quarter6.87%
Income1.18B P/S1.13 EPS this Y8.69% Inst Trans-0.89% Short Ratio1.94 Perf Half Y15.86%
Sales14.98B P/B19.08 EPS next Y25.98% ROA0.45% Short Interest5.30M Perf YTD18.02%
Book/sh2.92 P/C- EPS next 5Y17.37% ROE56.67% 52W High56.61 -1.66% Perf Year37.42%
Cash/sh- P/FCF8.73 EPS past 3/5Y- - ROIC17.47% 52W Low36.46 52.69% Perf 3Y104.29%
Dividend Est.1.03 (1.85%) EV/EBITDA- Sales past 3/5Y9.29% 8.42% Gross Margin- Volatility2.08% 2.22% Perf 5Y195.96%
Dividend TTM0.99 (1.78%) EV/Sales- EPS Y/Y TTM14.76% Oper. Margin15.10% ATR (14)1.30 Perf 10Y-
Dividend Ex-DateJun 02, 2025 Quick Ratio- Sales Y/Y TTM12.41% Profit Margin7.85% RSI (14)60.54 Recom1.64
Dividend Gr. 3/5Y9.81% 10.14% Current Ratio5.66 EPS Q/Q-47.74% SMA203.14% Beta1.14 Target Price64.60
Payout24.88% Debt/Eq1.80 Sales Q/Q17.24% SMA506.10% Rel Volume0.72 Prev Close56.10
Employees8000 LT Debt/Eq1.80 EarningsApr 29 AMC SMA20012.68% Avg Volume2.73M Price55.67
IPOMay 10, 2018 Option/ShortYes / Yes EPS/Sales Surpr.-11.39% 19.37% Trades Volume1,167,991 Change-0.77%
Date Action Analyst Rating Change Price Target Change
Apr-02-25Upgrade UBS Neutral → Buy $77
Jan-23-25Initiated BMO Capital Markets Outperform $70
Jan-10-25Upgrade Deutsche Bank Hold → Buy $47 → $58
Dec-09-24Upgrade Keefe Bruyette Mkt Perform → Outperform $54 → $58
Sep-05-24Initiated Barclays Overweight $59
Jun-18-24Downgrade UBS Buy → Neutral $40 → $43
Jan-03-24Downgrade JP Morgan Overweight → Neutral $35 → $36
Dec-11-23Upgrade Jefferies Hold → Buy $28 → $37
Dec-05-23Downgrade Keefe Bruyette Outperform → Mkt Perform $34
Oct-05-23Initiated Deutsche Bank Hold $31
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Equitable Holdings, Inc. engages in the provision of financial services. It operates through the following segments: Individual Retirement, Group Retirement, Investment Management and Research, Protection Solutions, Wealth Management, Legacy, and Corporate and Other. The Individual Retirement segment includes annuity products, which primarily meet the needs of individuals saving for retirement or seeking retirement income. The Group Retirement segment offers tax-deferred investment and retirement services or products to plans sponsored by educational entities, municipalities and not-for-profit entities, as well as small and medium-sized businesses. The Investment Management and Research segment provides investment management, research and related services. The Protection Solutions segment focuses on life insurance products on attractive protection segments such as VUL insurance and IUL insurance and employee benefits business on small and medium-sized businesses. The Wealth Management segment refers to the discretionary and non-discretionary investment advisory accounts, financial planning and advice, insurance, and annuity products. The Legacy segment consists of capital intensive fixed-rate GMxB business written in the Individual Retirement market prior to 2011. The company was founded by Henry B. Hyde in 1859 and is headquartered in New York, NY.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
Eckert William James IVChief Accounting OfficerJun 20 '25Sale53.094,000212,34019,827Jun 23 04:32 PM
WILLIAM J ECKERT IVOfficerJun 20 '25Proposed Sale53.094,000212,340Jun 20 04:08 PM
Pearson MarkPresident and CEOJun 16 '25Option Exercise23.1820,000463,600754,367Jun 18 04:38 PM
Pearson MarkPresident and CEOJun 16 '25Sale53.1830,0001,595,338724,367Jun 18 04:38 PM
MARK PEARSONDirectorJun 16 '25Proposed Sale51.6130,0001,548,300Jun 16 04:33 PM
MacKay Craig CDirectorMay 23 '25Sale51.951,50077,92516,799May 23 04:24 PM
CRAIG MACKAYDirectorMay 23 '25Proposed Sale51.951,50077,925May 23 04:22 PM
HURD JEFFREY JChief Operating OfficerMay 15 '25Sale52.916,666352,70494,980May 16 04:50 PM
Lane NickMay 15 '25Option Exercise23.185,000115,900144,073May 16 04:49 PM
Lane NickMay 15 '25Sale52.915,000264,566139,073May 16 04:49 PM
Pearson MarkPresident and CEOMay 15 '25Option Exercise23.1820,000463,600763,206May 16 04:49 PM
Pearson MarkPresident and CEOMay 15 '25Sale52.9030,0001,586,942733,206May 16 04:49 PM
MARK PEARSONDirectorMay 15 '25Proposed Sale53.7030,0001,611,000May 15 04:20 PM
Gonzalez Jose RamonChief Legal OfficerMay 12 '25Sale53.842,626141,38488,293May 13 04:37 PM
Kaye Daniel GDirectorMay 12 '25Sale53.935,770311,19652,293May 13 04:36 PM
JOSE R GONZALEZOfficerMay 12 '25Proposed Sale53.842,626141,384May 12 04:28 PM
DANIEL G KAYEDirectorMay 12 '25Proposed Sale53.935,770311,196May 12 04:21 PM
BERNSTEIN SETH PSee remarksMay 06 '25Sale50.4560,0003,026,70643,185May 07 04:31 PM
SETH PERRY BERNSTEINOfficerMay 06 '25Proposed Sale50.4560,0003,026,706May 06 04:12 PM
Lane NickApr 15 '25Option Exercise23.185,000115,900144,073Apr 16 04:55 PM
Lane NickApr 15 '25Sale47.575,000237,828139,073Apr 16 04:55 PM
Pearson MarkPresident and CEOApr 15 '25Option Exercise23.1820,000463,600773,206Apr 16 04:54 PM
Pearson MarkPresident and CEOApr 15 '25Sale47.5630,0001,426,781743,206Apr 16 04:54 PM
HURD JEFFREY JChief Operating OfficerApr 15 '25Sale47.576,666317,102101,646Apr 16 04:52 PM
NICK LANEOfficerApr 15 '25Proposed Sale47.2410,000472,400Apr 15 04:30 PM
MARK PEARSONDirectorApr 15 '25Proposed Sale47.2430,0001,417,200Apr 15 04:29 PM
Equitable Holdings, Inc.10% OwnerApr 02 '25Buy38.5019,682,946757,793,42119,682,946Apr 04 05:29 PM
HURD JEFFREY JChief Operating OfficerMar 17 '25Sale51.806,666345,318108,312Mar 18 05:07 PM
Pearson MarkPresident and CEOMar 14 '25Option Exercise23.1820,000463,600783,206Mar 17 06:47 PM
Pearson MarkPresident and CEOMar 14 '25Sale51.1630,0001,534,767753,206Mar 17 06:47 PM
Lane NickMar 14 '25Option Exercise23.185,000115,900144,073Mar 17 06:46 PM
Lane NickMar 14 '25Sale51.125,000255,603139,073Mar 17 06:46 PM
MARK PEARSONDirectorMar 14 '25Proposed Sale49.5430,0001,486,200Mar 14 04:23 PM
Isaacs-Lowe ArleneDirectorFeb 27 '25Sale54.401,35073,44014,770Feb 28 04:27 PM
ARLENE ISAACS-LOWEDirectorFeb 27 '25Proposed Sale54.401,35073,440Feb 27 04:21 PM
HURD JEFFREY JChief Operating OfficerFeb 18 '25Sale55.386,666369,170104,298Feb 19 04:56 PM
Pearson MarkPresident and CEOFeb 14 '25Option Exercise23.1820,000463,600744,463Feb 18 05:36 PM
Pearson MarkPresident and CEOFeb 14 '25Sale55.2430,0001,657,254714,463Feb 18 05:36 PM
Lane NickFeb 14 '25Option Exercise23.185,000115,900149,135Feb 18 05:34 PM
Lane NickFeb 14 '25Sale55.2325,0001,380,842124,135Feb 18 05:34 PM
JEFFREY HURDOfficerFeb 18 '25Proposed Sale55.3426,6641,475,586Feb 18 04:26 PM
MARK PEARSONDirectorFeb 14 '25Proposed Sale53.7430,0001,612,200Feb 14 04:23 PM
Lane NickJan 15 '25Option Exercise23.185,000115,900146,629Jan 16 05:41 PM
Lane NickJan 15 '25Sale51.6525,0001,291,246121,629Jan 16 05:41 PM
HURD JEFFREY JChief Operating OfficerJan 15 '25Sale54.656,666364,27892,209Jan 16 05:36 PM
Pearson MarkPresident and CEOJan 15 '25Option Exercise22.3820,000447,529659,939Jan 16 05:35 PM
Pearson MarkPresident and CEOJan 15 '25Sale51.6530,0001,549,630629,939Jan 16 05:35 PM
MARK PEARSONDirectorJan 15 '25Proposed Sale49.9030,0001,497,000Jan 15 04:21 PM
WILLIAM J ECKERT IVOfficerDec 23 '24Proposed Sale46.681,70079,356Dec 23 05:54 PM
Eckert William James IVChief Accounting OfficerDec 23 '24Sale46.681,70079,35617,677Dec 23 04:38 PM
Lane NickDec 18 '24Option Exercise23.185,000115,900166,629Dec 19 08:24 PM
Lane NickDec 18 '24Sale45.8425,0001,145,879141,629Dec 19 08:24 PM
Equitable Holdings, Inc.Dec 19 '24Buy35.594,215,140150,016,83357,995,370Dec 19 04:33 PM
NICK LANEOfficerDec 18 '24Proposed Sale46.5780,0003,725,600Dec 18 04:27 PM
HURD JEFFREY JChief Operating OfficerDec 16 '24Sale47.316,666315,35698,875Dec 17 05:30 PM
Pearson MarkPresident and CEODec 16 '24Option Exercise21.3420,000426,800669,939Dec 17 05:30 PM
Pearson MarkPresident and CEODec 16 '24Sale47.3130,0001,419,205639,939Dec 17 05:30 PM
MARK PEARSONDirectorDec 16 '24Proposed Sale47.4730,0001,424,100Dec 16 04:28 PM
CRAIG MACKAYDirectorNov 19 '24Proposed Sale46.411,00046,409Nov 19 04:34 PM
MacKay Craig CDirectorNov 19 '24Sale46.411,00046,40914,906Nov 19 04:30 PM
Pearson MarkPresident and CEONov 15 '24Option Exercise21.3420,000426,800678,555Nov 18 05:30 PM
Pearson MarkPresident and CEONov 15 '24Sale47.4330,0001,422,816648,555Nov 18 05:30 PM
MARK PEARSONDirectorNov 15 '24Proposed Sale47.6530,0001,429,500Nov 15 04:40 PM
HURD JEFFREY JChief Operating OfficerNov 08 '24Sale47.536,666316,855105,246Nov 12 04:30 PM
JEFFREY HURDOfficerNov 08 '24Proposed Sale48.3219,998966,303Nov 08 04:25 PM
Equitable Holdings, Inc.Sep 20 '24Buy35.12700,00024,581,9003,766,838Nov 06 04:30 PM
Pearson MarkPresident and CEOOct 15 '24Option Exercise21.3420,000426,800688,555Oct 16 05:54 PM
Pearson MarkPresident and CEOOct 15 '24Sale44.4030,0001,331,970658,555Oct 16 05:54 PM
MARK PEARSONDirectorOct 15 '24Proposed Sale44.0030,0001,320,000Oct 15 04:27 PM
Equitable Holdings, Inc.Sep 20 '24Buy34.18500,00017,091,7003,066,838Sep 24 04:31 PM
Eckert William James IVChief Accounting OfficerSep 19 '24Sale42.423,500148,45619,321Sep 20 04:30 PM
WILLIAM J ECKERT IVOfficerSep 19 '24Proposed Sale42.423,500148,456Sep 19 04:04 PM
Pearson MarkPresident and CEOSep 16 '24Option Exercise21.3420,000426,800698,555Sep 17 05:00 PM
Pearson MarkPresident and CEOSep 16 '24Sale40.7830,0001,223,263668,555Sep 17 05:00 PM
MARK PEARSONDirectorSep 16 '24Proposed Sale40.1230,0001,203,600Sep 16 04:45 PM
Pearson MarkPresident and CEOAug 29 '24Option Exercise21.3420,000426,800708,555Aug 30 04:30 PM
Pearson MarkPresident and CEOAug 29 '24Sale42.2030,0001,265,972678,555Aug 30 04:30 PM
MARK PEARSONDirectorAug 29 '24Proposed Sale41.8730,0001,256,100Aug 29 04:17 PM
HURD JEFFREY JChief Operating OfficerJul 15 '24Sale43.099,969429,589111,552Jul 17 05:00 PM