Index -
P/E 17.85
EPS (ttm) 2.40
Insider Own 0.47%
Shs Outstand 333.88M
Perf Week 2.69%
Market Cap 13.57B
Forward P/E 5.95
EPS next Y 7.20
Insider Trans -16.10%
Shs Float 315.43M
Perf Month 7.16%
Income 828.00M
PEG 0.94
EPS next Q 1.54
Inst Own 98.35%
Short Float 1.22%
Perf Quarter 2.88%
Sales 13.62B
P/S 1.00
EPS this Y 31.85%
Inst Trans -3.02%
Short Ratio 1.79
Perf Half Y 13.94%
Book/sh 0.25
P/B 167.97
EPS next Y 18.95%
ROA 0.34%
Short Interest 3.84M
Perf Year 56.20%
Cash/sh -
P/C -
EPS next 5Y 19.00%
ROE 34.94%
52W Range 24.65 - 44.50
Perf YTD 28.62%
Dividend Est. 0.94 (2.19%)
P/FCF 27.48
EPS past 5Y 1.22%
ROI 15.13%
52W High -3.75%
Beta 1.40
Dividend TTM 0.92 (2.15%)
Quick Ratio -
Sales past 5Y 2.47%
Gross Margin -
52W Low 73.75%
ATR (14) 0.85
Dividend Ex-Date Aug 06, 2024
Current Ratio 5.93
EPS Y/Y TTM 144.01%
Oper. Margin 13.34%
RSI (14) 61.72
Volatility 1.58% 1.90%
Employees 8500
Debt/Eq 2.33
Sales Y/Y TTM 28.55%
Profit Margin 6.08%
Recom 2.00
Target Price 48.36
Option/Short Yes / Yes
LT Debt/Eq 2.33
EPS Q/Q -40.33%
Payout 24.74%
Rel Volume 1.50
Prev Close 42.75
Sales Surprise -5.46%
EPS Surprise 1.90%
Sales Q/Q 8.68%
Earnings Jul 30 AMC
Avg Volume 2.14M
Price 42.83
SMA20 2.86%
SMA50 4.88%
SMA200 12.37%
Trades
Volume 3,212,140
Change 0.19%
Date
Action
Analyst
Rating Change
Price Target Change
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
Jan-06-20 Upgrade
Wells Fargo
Equal Weight → Overweight
$30
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May-03-24 01:15AM
May-02-24 01:53PM
03:18AM
May-01-24 11:42PM
(Thomson Reuters StreetEvents)
Apr-30-24 08:30PM
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Feb-07-24 11:26PM
(Thomson Reuters StreetEvents)
09:40AM
Feb-06-24 09:00PM
04:58PM
04:15PM
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Dec-01-23 10:26PM
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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
Jul-28-23 04:15PM
Jul-19-23 04:15PM
Jul-09-23 10:16AM
Jun-12-23 04:20PM
Jun-07-23 04:15PM
Jun-06-23 10:00AM
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Apr-25-23 10:02AM
Apr-19-23 04:15PM
10:31AM
Mar-29-23 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
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 Eckert William James IV Chief Accounting Officer Dec 14 '23 Sale 34.59 7,000 242,130 20,318 Dec 15 05:00 PM Pearson Mark President and CEO Nov 29 '23 Option Exercise 18.74 40,000 749,600 737,858 Dec 01 04:21 PM Pearson Mark President and CEO Dec 01 '23 Option Exercise 18.74 40,000 749,600 717,858 Dec 01 04:21 PM Pearson Mark President and CEO Dec 01 '23 Sale 30.60 60,000 1,836,102 657,858 Dec 01 04:21 PM Pearson Mark President and CEO Nov 29 '23 Sale 30.15 60,000 1,809,288 677,858 Dec 01 04:21 PM
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