Index - P/E - EPS (ttm) -1.08 Insider Own 0.47% Shs Outstand 315.47M Perf Week 0.47%
Market Cap 15.01B Forward P/E 6.54 EPS next Y 7.25 Insider Trans -9.31% Shs Float 311.86M Perf Month -0.94%
Income -370.00M PEG - EPS next Q 1.65 Inst Own 96.38% Short Float 1.35% Perf Quarter 16.41%
Sales 12.18B P/S 1.23 EPS this Y 31.65% Inst Trans -3.43% Short Ratio 1.81 Perf Half Y 19.63%
Book/sh 5.26 P/B 9.03 EPS next Y 20.03% ROA -0.11% Short Interest 4.20M Perf Year 41.28%
Cash/sh - P/C - EPS next 5Y 19.00% ROE -11.93% 52W Range 31.76 - 50.51 Perf YTD 42.55%
Dividend Est. 0.94 (1.98%) P/FCF 22.36 EPS past 5Y 1.22% ROI -5.25% 52W High -6.02% Beta 1.38
Dividend TTM 0.94 (1.98%) Quick Ratio - Sales past 5Y 2.47% Gross Margin - 52W Low 49.46% ATR (14) 1.04
Dividend Ex-Date Nov 26, 2024 Current Ratio 5.45 EPS Y/Y TTM -132.07% Oper. Margin 2.69% RSI (14) 53.01 Volatility 2.17% 1.99%
Employees 8500 Debt/Eq 1.19 Sales Y/Y TTM 1.24% Profit Margin -3.04% Recom 1.85 Target Price 54.40
Option/Short Yes / Yes LT Debt/Eq 1.19 EPS Q/Q -115.41% Payout 24.74% Rel Volume 0.93 Prev Close 47.05
Sales Surprise -18.58% EPS Surprise -0.09% Sales Q/Q -32.52% Earnings Nov 04 AMC Avg Volume 2.33M Price 47.47
SMA20 0.11% SMA50 2.47% SMA200 15.18% Trades
Volume 2,156,981 Change 0.89%
Date
Action
Analyst
Rating Change
Price Target Change
Dec-09-24 Upgrade Keefe Bruyette
Mkt Perform → Outperform
$54 → $58
Sep-05-24 Initiated Barclays
Overweight
$59
Jun-18-24 Downgrade UBS
Buy → Neutral
$40 → $43
Jan-03-24 Downgrade JP Morgan
Overweight → Neutral
$35 → $36
Dec-11-23 Upgrade Jefferies
Hold → Buy
$28 → $37
Dec-05-23 Downgrade Keefe Bruyette
Outperform → Mkt Perform
$34
Oct-05-23 Initiated Deutsche Bank
Hold
$31
Feb-08-23 Initiated Raymond James
Mkt Perform
Dec-09-22 Downgrade Jefferies
Buy → Hold
$36 → $34
Dec-06-22 Downgrade RBC Capital Mkts
Outperform → Sector Perform
$34 → $33
May-25-22 Upgrade JP Morgan
Neutral → Overweight
$36
May-24-22 Initiated Citigroup
Buy
$41
Jan-26-22 Initiated Jefferies
Buy
$44
Dec-03-21 Initiated Goldman
Buy
$52
Apr-21-21 Initiated UBS
Buy
$44
Dec-04-20 Initiated Goldman
Buy
$31
Sep-02-20 Upgrade RBC Capital Mkts
Sector Perform → Outperform
$21 → $28
Apr-17-20 Upgrade Citigroup
Neutral → Buy
$18 → $17
Apr-01-20 Upgrade Credit Suisse
Neutral → Outperform
$27 → $22
Mar-20-20 Downgrade RBC Capital Mkts
Outperform → Sector Perform
$27 → $20
Show Previous Ratings
Nov-15-24 04:15PM
Nov-07-24 03:21PM
(Investor's Business Daily)
Nov-06-24 02:13AM
12:41AM
(Thomson Reuters StreetEvents)
12:07AM
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Nov-04-24 08:00PM
06:05PM
04:15PM
09:40AM
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Sep-24-24 09:41PM
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Jul-23-24 10:00AM
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May-18-24 02:36AM
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May-02-24 01:53PM
03:18AM
May-01-24 11:42PM
(Thomson Reuters StreetEvents)
Apr-30-24 08:30PM
05:35PM
04:15PM
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Mar-30-24 06:50AM
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Mar-18-24 07:01PM
07:01PM
Mar-05-24 04:30PM
Mar-04-24 11:53PM
Feb-24-24 07:07AM
Feb-23-24 09:40AM
05:04AM
Feb-14-24 04:15PM
Feb-10-24 07:03AM
Feb-08-24 08:46AM
Feb-07-24 11:26PM
(Thomson Reuters StreetEvents)
09:40AM
Feb-06-24 09:00PM
04:58PM
04:15PM
Feb-02-24 09:11PM
Jan-08-24 04:15PM
Dec-23-23 07:01PM
Dec-16-23 07:00PM
Dec-13-23 09:00AM
Dec-06-23 09:00AM
Dec-04-23 08:00AM
Dec-01-23 10:26PM
06:16PM
Nov-23-23 05:17AM
Nov-21-23 04:15PM
Nov-15-23 05:00PM
12:11PM
Nov-07-23 09:00AM
Nov-02-23 02:10PM
04:23AM
(Thomson Reuters StreetEvents)
Oct-31-23 09:00PM
05:42PM
04:15PM
Oct-20-23 09:08AM
Oct-17-23 04:15PM
Oct-05-23 04:18PM
Oct-02-23 04:15PM
Aug-30-23 04:15PM
Aug-03-23 11:48PM
(Thomson Reuters StreetEvents)
Aug-02-23 04:15PM
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
CRAIG MACKAY Director Nov 19 '24 Proposed Sale 46.41 1,000 46,409 Nov 19 04:34 PM MacKay Craig C Director Nov 19 '24 Sale 46.41 1,000 46,409 14,906 Nov 19 04:30 PM Pearson Mark President and CEO Nov 15 '24 Option Exercise 21.34 20,000 426,800 678,555 Nov 18 05:30 PM Pearson Mark President and CEO Nov 15 '24 Sale 47.43 30,000 1,422,816 648,555 Nov 18 05:30 PM MARK PEARSON Director Nov 15 '24 Proposed Sale 47.65 30,000 1,429,500 Nov 15 04:40 PM HURD JEFFREY J Chief Operating Officer Nov 08 '24 Sale 47.53 6,666 316,855 105,246 Nov 12 04:30 PM JEFFREY HURD Officer Nov 08 '24 Proposed Sale 48.32 19,998 966,303 Nov 08 04:25 PM Equitable Holdings, Inc. Sep 20 '24 Buy 35.12 700,000 24,581,900 3,766,838 Nov 06 04:30 PM Pearson Mark President and CEO Oct 15 '24 Option Exercise 21.34 20,000 426,800 688,555 Oct 16 05:54 PM Pearson Mark President and CEO Oct 15 '24 Sale 44.40 30,000 1,331,970 658,555 Oct 16 05:54 PM MARK PEARSON Director Oct 15 '24 Proposed Sale 44.00 30,000 1,320,000 Oct 15 04:27 PM Equitable Holdings, Inc. Sep 20 '24 Buy 34.18 500,000 17,091,700 3,066,838 Sep 24 04:31 PM Eckert William James IV Chief Accounting Officer Sep 19 '24 Sale 42.42 3,500 148,456 19,321 Sep 20 04:30 PM WILLIAM J ECKERT IV Officer Sep 19 '24 Proposed Sale 42.42 3,500 148,456 Sep 19 04:04 PM Pearson Mark President and CEO Sep 16 '24 Option Exercise 21.34 20,000 426,800 698,555 Sep 17 05:00 PM Pearson Mark President and CEO Sep 16 '24 Sale 40.78 30,000 1,223,263 668,555 Sep 17 05:00 PM MARK PEARSON Director Sep 16 '24 Proposed Sale 40.12 30,000 1,203,600 Sep 16 04:45 PM Pearson Mark President and CEO Aug 29 '24 Option Exercise 21.34 20,000 426,800 708,555 Aug 30 04:30 PM Pearson Mark President and CEO Aug 29 '24 Sale 42.20 30,000 1,265,972 678,555 Aug 30 04:30 PM MARK PEARSON Director Aug 29 '24 Proposed Sale 41.87 30,000 1,256,100 Aug 29 04:17 PM HURD JEFFREY J Chief Operating Officer Jul 15 '24 Sale 43.09 9,969 429,589 111,552 Jul 17 05:00 PM HURD JEFFREY J Chief Operating Officer Jun 14 '24 Sale 39.62 9,969 394,992 121,521 Jun 17 04:50 PM HURD JEFFREY J Chief Operating Officer May 15 '24 Sale 40.42 9,969 402,945 131,093 May 17 04:34 PM BERNSTEIN SETH P See Remarks May 02 '24 Option Exercise 20.81 122,655 2,552,563 241,133 May 03 05:00 PM BERNSTEIN SETH P See Remarks May 02 '24 Sale 38.06 152,473 5,802,650 88,660 May 03 05:00 PM Pearson Mark President and CEO Apr 15 '24 Option Exercise 21.34 20,000 426,800 715,025 Apr 16 05:00 PM Pearson Mark President and CEO Apr 15 '24 Sale 36.24 30,000 1,087,120 685,025 Apr 16 05:00 PM HURD JEFFREY J Chief Operating Officer Apr 15 '24 Sale 36.24 9,969 361,239 141,062 Apr 16 05:00 PM Pearson Mark President and CEO Apr 01 '24 Option Exercise 21.34 20,000 426,800 725,025 Apr 02 05:33 PM Pearson Mark President and CEO Apr 01 '24 Sale 37.66 30,000 1,129,903 695,025 Apr 02 05:33 PM HURD JEFFREY J Chief Operating Officer Mar 15 '24 Sale 35.32 9,969 352,093 151,031 Mar 18 04:53 PM SCOTT BERTRAM L Director Mar 18 '24 Sale 35.29 7,000 247,011 20,902 Mar 18 04:51 PM Pearson Mark President and CEO Mar 01 '24 Option Exercise 21.34 40,000 853,600 763,254 Mar 04 05:22 PM Pearson Mark President and CEO Mar 01 '24 Sale 33.77 60,000 2,026,168 703,254 Mar 04 05:22 PM HURD JEFFREY J Chief Operating Officer Feb 29 '24 Sale 34.28 9,969 341,724 160,622 Mar 01 05:30 PM Stonehill Charles G.T. Director Feb 21 '24 Sale 34.02 5,000 170,121 29,758 Feb 23 05:00 PM Lane Nick (See Remarks) Feb 15 '24 Option Exercise 23.18 10,000 231,800 186,095 Feb 16 05:00 PM Lane Nick (See Remarks) Feb 15 '24 Sale 34.27 20,000 685,454 166,095 Feb 16 05:00 PM Lane Nick (See Remarks) Feb 07 '24 Option Exercise 23.18 10,000 231,800 164,132 Feb 09 05:00 PM Lane Nick (See Remarks) Feb 07 '24 Sale 34.02 20,000 680,318 144,132 Feb 09 05:00 PM Pearson Mark President and CEO Feb 01 '24 Option Exercise 20.04 40,000 801,735 679,625 Feb 02 05:00 PM Pearson Mark President and CEO Feb 01 '24 Sale 32.38 60,000 1,942,740 619,625 Feb 02 05:00 PM Lane Nick (See Remarks) Jan 16 '24 Option Exercise 23.18 5,000 115,900 164,132 Jan 17 05:00 PM Lane Nick (See Remarks) Jan 16 '24 Sale 32.29 10,000 322,880 154,132 Jan 17 05:00 PM Pearson Mark President and CEO Jan 02 '24 Option Exercise 18.74 40,000 749,600 699,625 Jan 03 05:00 PM Pearson Mark President and CEO Jan 02 '24 Sale 33.07 60,000 1,984,116 639,625 Jan 03 05:00 PM Lane Nick (See Remarks) Dec 22 '23 Option Exercise 23.18 5,000 115,900 169,132 Dec 26 05:00 PM Lane Nick (See Remarks) Dec 22 '23 Sale 33.30 10,000 333,025 159,132 Dec 26 05:00 PM Kaye Daniel G Director Dec 20 '23 Sale 33.85 4,845 164,003 53,757 Dec 22 05:00 PM
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