Index - P/E 12.34 EPS (ttm) 3.23 Insider Own 0.46% Shs Outstand 333.88M Perf Week 3.37%
Market Cap 12.96B Forward P/E 5.54 EPS next Y 7.19 Insider Trans -29.58% Shs Float 323.74M Perf Month 7.50%
Income 1.16B PEG 0.65 EPS next Q 1.47 Inst Own 103.41% Short Float 1.11% Perf Quarter 18.08%
Sales 13.33B P/S 0.97 EPS this Y 32.84% Inst Trans -0.23% Short Ratio 1.36 Perf Half Y 51.89%
Book/sh 1.43 P/B 27.77 EPS next Y 17.98% ROA 0.47% Short Interest 3.60M Perf Year 74.58%
Cash/sh - P/C - EPS next 5Y 19.00% ROE 42.83% 52W Range 22.16 - 39.94 Perf YTD 19.64%
Dividend Est. 0.93 (2.34%) P/FCF 219.63 EPS past 5Y 1.22% ROI 19.80% 52W High -0.26% Beta 1.40
Dividend TTM 0.88 (2.21%) Quick Ratio - Sales past 5Y 2.47% Gross Margin - 52W Low 79.78% ATR (14) 0.77
Dividend Ex-Date Feb 23, 2024 Current Ratio 5.70 EPS Y/Y TTM -5.03% Oper. Margin 12.52% RSI (14) 68.76 Volatility 1.60% 2.11%
Employees 8500 Debt/Eq 1.88 Sales Y/Y TTM 7.40% Profit Margin 8.70% Recom 1.75 Target Price 42.78
Option/Short Yes / Yes LT Debt/Eq 1.88 EPS Q/Q -32.86% Payout 24.74% Rel Volume 0.85 Prev Close 39.64
Sales Surprise -37.97% EPS Surprise 7.65% Sales Q/Q 42.49% Earnings Apr 30 AMC Avg Volume 2.64M Price 39.84
SMA20 6.21% SMA50 8.89% SMA200 25.69% Trades
Volume 2,237,894 Change 0.50%
Date
Action
Analyst
Rating Change
Price Target Change
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
Jan-08-19 Initiated Wells Fargo
Market Perform
$20
Jun-29-18 Initiated Evercore ISI
Outperform
Show Previous Ratings
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(Thomson Reuters StreetEvents)
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Aug-17-22 01:02PM
(American City Business Journals)
08:15AM
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Aug-03-22 04:15PM
Jul-29-22 04:15PM
Equitable Holdings, Inc. engages in the provision of financial services. It operates through the following segments: Individual Retirement, Group Retirement, Investment Management and Research, Protection Solutions, Wealth Management, Legacy, and Corporate and Other. The Individual Retirement segment includes annuity products, which primarily meet the needs of individuals saving for retirement or seeking retirement income. The Group Retirement segment offers tax-deferred investment and retirement services or products to plans sponsored by educational entities, municipalities and not-for-profit entities, as well as small and medium-sized businesses. The Investment Management and Research segment provides investment management, research and related services. The Protection Solutions segment focuses on life insurance products on attractive protection segments such as VUL insurance and IUL insurance and employee benefits business on small and medium-sized businesses. The Wealth Management segment refers to the discretionary and non-discretionary investment advisory accounts, financial planning and advice, insurance, and annuity products. The Legacy segment consists of capital intensive fixed-rate GMxB business written in the Individual Retirement market prior to 2011. The company was founded by Henry B. Hyde in 1859 and is headquartered in New York, NY.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
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 SCOTT BERTRAM L Director Mar 18 '24 Sale 35.29 7,000 247,011 20,902 Mar 18 04:51 PM HURD JEFFREY J Chief Operating Officer Mar 15 '24 Sale 35.32 9,969 352,093 151,031 Mar 18 04:53 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 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 Option Exercise 18.74 40,000 749,600 737,858 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
Index - P/E 13.46 EPS (ttm) 2.42 Insider Own 3.25% Shs Outstand 114.34M Perf Week -1.75%
Market Cap 3.75B Forward P/E 9.66 EPS next Y 3.37 Insider Trans 0.00% Shs Float 111.42M Perf Month -1.54%
Income 273.97M PEG - EPS next Q 0.68 Inst Own 15.70% Short Float 1.19% Perf Quarter -1.90%
Sales 0.00M P/S - EPS this Y 9.00% Inst Trans 2.63% Short Ratio 3.96 Perf Half Y 17.57%
Book/sh 18.06 P/B 1.80 EPS next Y 15.08% ROA 13.29% Short Interest 1.33M Perf Year -6.54%
Cash/sh 0.00 P/C - EPS next 5Y -3.88% ROE 13.31% 52W Range 25.83 - 35.84 Perf YTD 5.00%
Dividend Est. 3.02 (9.26% ) P/FCF 12.36 EPS past 5Y -1.29% ROI 13.25% 52W High -9.10% Beta 1.27
Dividend TTM 2.76 (8.47% ) Quick Ratio - Sales past 5Y 0.00% Gross Margin - 52W Low 26.13% ATR (14) 0.85
Dividend Ex-Date Feb 16, 2024 Current Ratio - EPS Y/Y TTM -0.49% Oper. Margin 0.00% RSI (14) 42.68 Volatility 1.90% 2.68%
Employees 4707 Debt/Eq 0.00 Sales Y/Y TTM - Profit Margin - Recom 1.71 Target Price 40.20
Option/Short Yes / Yes LT Debt/Eq 0.00 EPS Q/Q 13.35% Payout 112.01% Rel Volume 0.71 Prev Close 33.01
Sales Surprise -2.06% EPS Surprise 2.24% Sales Q/Q - Earnings Apr 25 AMC Avg Volume 335.20K Price 32.58
SMA20 -1.64% SMA50 -2.96% SMA200 3.07% Trades
Volume 239,556 Change -1.30%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-04-24 Initiated TD Cowen
Outperform
$36
Oct-03-23 Upgrade Goldman
Neutral → Buy
$40.80 → $36.75
Sep-05-23 Upgrade BofA Securities
Neutral → Buy
$36 → $47
Feb-13-23 Upgrade Credit Suisse
Neutral → Outperform
$32 → $43.50
Oct-19-22 Initiated Credit Suisse
Neutral
$28
Sep-07-22 Resumed BofA Securities
Neutral
$45
Jan-12-22 Reiterated Citigroup
Buy
$62 → $64.50
Aug-02-21 Upgrade Citigroup
Neutral → Buy
$44 → $54.50
Apr-09-21 Downgrade BofA Securities
Buy → Neutral
Apr-06-21 Downgrade Keefe Bruyette
Outperform → Mkt Perform
$42
Mar-26-21 Downgrade Goldman
Buy → Neutral
$41 → $40
Mar-25-21 Downgrade Citigroup
Buy → Neutral
$41 → $40
Jan-12-21 Upgrade Keefe Bruyette
Mkt Perform → Outperform
$40
Oct-19-20 Downgrade Keefe Bruyette
Outperform → Mkt Perform
$31 → $34
Sep-21-20 Upgrade BofA Securities
Neutral → Buy
Jul-13-20 Initiated Evercore ISI
Outperform
$30
Mar-23-20 Downgrade BofA/Merrill
Buy → Neutral
Jun-12-19 Upgrade Goldman
Neutral → Buy
$31.50 → $35
Oct-26-17 Upgrade Citigroup
Neutral → Buy
Jun-05-17 Initiated Sidoti
Buy
$28
Show Previous Ratings
May-10-24 11:24AM
09:19AM
05:53AM
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07:00AM
08:45AM
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May-01-24 11:42PM
(Thomson Reuters StreetEvents)
09:45AM
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05:37PM
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Feb-07-24 11:26PM
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11:35AM
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07:30AM
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08:15AM
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AllianceBernstein Holding LP engages in the provision of research, investment management, and related services. It offers investment trusts, mutual funds, hedge funds, and other investment vehicles. The company was founded in October 2000 and is headquartered in Nashville, TN.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Burke Kate C Former COO & CFO Aug 10 '23 Sale 29.56 5,000 147,799 110,205 Aug 14 01:36 PM Burke Kate C COO & CFO May 24 '23 Sale 33.79 12,500 422,375 115,205 May 26 10:56 AM
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