Equitable Holdings, Inc. (EQH)
Company Info
US29452E1010
29452E101
May 10, 2018
Highlights
$16.29B
$3.71
14.44
$14.78B
$10.94B
$2.88B
$35.88 - $55.74
$62.30
1.65%
1.31
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Equitable Holdings, Inc. (EQH) returned 14.14% year-to-date (YTD) and 34.49% over the past 12 months.
EQH
14.14%
14.34%
14.05%
34.49%
27.52%
N/A
^GSPC (Benchmark)
1.30%
12.79%
1.49%
12.35%
15.12%
10.89%
Monthly Returns
The table below presents the monthly returns of EQH, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 15.37% | 1.10% | -4.88% | -5.07% | 8.37% | 14.14% | |||||||
| 2024 | -1.83% | 5.41% | 11.01% | -2.89% | 12.41% | -0.95% | 6.73% | -1.86% | -1.15% | 7.88% | 6.90% | -2.20% | 45.04% |
| 2023 | 11.74% | -1.40% | -19.19% | 2.36% | -5.58% | 11.66% | 5.63% | 1.16% | -1.42% | -6.41% | 16.38% | 8.50% | 19.63% |
| 2022 | 2.59% | -2.36% | -5.36% | -6.73% | 6.20% | -14.27% | 9.05% | 5.38% | -11.43% | 16.21% | 4.32% | -9.58% | -10.17% |
| 2021 | -3.17% | 19.33% | 10.94% | 4.94% | -6.72% | -4.09% | 1.38% | 1.01% | -4.42% | 13.02% | -5.59% | 4.23% | 31.00% |
| 2020 | -3.07% | -10.91% | -31.97% | 26.78% | 5.22% | 0.94% | 6.07% | 4.40% | -13.92% | 17.82% | 18.92% | 0.83% | 6.52% |
| 2019 | 11.49% | 3.13% | 6.02% | 12.66% | -8.79% | 1.70% | 7.56% | -6.92% | 6.69% | -2.53% | 15.27% | 0.16% | 53.13% |
| 2018 | 5.02% | -3.51% | 6.70% | 4.97% | -6.54% | -5.41% | -2.36% | -15.50% | -17.22% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 84, EQH is among the top 16% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Equitable Holdings, Inc. (EQH) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Equitable Holdings, Inc. provided a 1.79% dividend yield over the last twelve months, with an annual payout of $0.96 per share. The company has been increasing its dividends for 6 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|
| Dividend | $0.96 | $0.94 | $0.86 | $0.78 | $0.71 | $0.66 | $0.58 | $0.26 |
Dividend yield | 1.79% | 1.99% | 2.58% | 2.72% | 2.17% | 2.58% | 2.34% | 1.56% |
Monthly Dividends
The table displays the monthly dividend distributions for Equitable Holdings, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.24 | |||||||
| 2024 | $0.00 | $0.22 | $0.00 | $0.00 | $0.00 | $0.24 | $0.00 | $0.24 | $0.00 | $0.00 | $0.24 | $0.00 | $0.94 |
| 2023 | $0.00 | $0.20 | $0.00 | $0.00 | $0.00 | $0.22 | $0.00 | $0.22 | $0.00 | $0.00 | $0.22 | $0.00 | $0.86 |
| 2022 | $0.00 | $0.18 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.78 |
| 2021 | $0.00 | $0.00 | $0.17 | $0.00 | $0.18 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.18 | $0.00 | $0.71 |
| 2020 | $0.00 | $0.00 | $0.15 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.66 |
| 2019 | $0.00 | $0.00 | $0.13 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.00 | $0.58 |
| 2018 | $0.13 | $0.00 | $0.00 | $0.13 | $0.00 | $0.26 |
Dividend Yield & Payout
Dividend Yield
Equitable Holdings, Inc. has a dividend yield of 1.79%, which is quite average when compared to the overall market.
Payout Ratio
Equitable Holdings, Inc. has a payout ratio of 16.47%, which is below the market average. This means Equitable Holdings, Inc. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Equitable Holdings, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Equitable Holdings, Inc. was 61.33%, occurring on Mar 23, 2020. Recovery took 172 trading sessions.
The current Equitable Holdings, Inc. drawdown is 3.30%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -61.33% | Feb 21, 2020 | 22 | Mar 23, 2020 | 172 | Nov 24, 2020 | 194 |
| -35.07% | Feb 11, 2022 | 312 | May 10, 2023 | 151 | Dec 14, 2023 | 463 |
| -34.83% | Sep 5, 2018 | 77 | Dec 24, 2018 | 89 | May 3, 2019 | 166 |
| -20.64% | Feb 20, 2025 | 34 | Apr 8, 2025 | — | — | — |
| -19.6% | May 6, 2021 | 51 | Jul 19, 2021 | 77 | Nov 4, 2021 | 128 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Equitable Holdings, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of Equitable Holdings, Inc., comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -11.9%.
Valuation
The Valuation section provides an overview of how Equitable Holdings, Inc. is priced in the market compared to other companies in the Insurance - Diversified industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for EQH, comparing it with other companies in the Insurance - Diversified industry. Currently, EQH has a P/E ratio of 14.4. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for EQH relative to other companies in the Insurance - Diversified industry. Currently, EQH has a P/S ratio of 1.1. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for EQH in comparison with other companies in the Insurance - Diversified industry. Currently, EQH has a P/B value of 18.0. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Income Statement
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