Equitable Holdings, Inc. (EQH)
Company Info
| ISIN | US29452E1010 |
|---|---|
| CUSIP | 29452E101 |
| Sector | Financial Services |
| Industry | Insurance—Diversified |
Highlights
| Market Cap | $12.09B |
|---|---|
| EPS | $3.48 |
| PE Ratio | 10.60 |
| PEG Ratio | 3.33 |
| Revenue (TTM) | $10.52B |
| Gross Profit (TTM) | $5.41B |
| EBITDA (TTM) | $1.71B |
| Year Range | $21.23 - $38.44 |
| Target Price | $41.33 |
| Short % | 1.65% |
| Short Ratio | 1.90 |
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: EQH vs. PFG, EQH vs. SPY, EQH vs. APO, EQH vs. NVS
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Equitable Holdings, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Equitable Holdings, Inc. had a return of 13.24% year-to-date (YTD) and 48.64% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 13.24% | 7.26% |
| 1 month | -1.42% | -2.63% |
| 6 months | 44.59% | 22.78% |
| 1 year | 48.64% | 22.71% |
| 5 years (annualized) | 13.95% | 11.87% |
| 10 years (annualized) | N/A | 10.55% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.83% | 5.41% | 11.01% | |||||||||
| 2023 | -6.41% | 16.38% | 8.50% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of EQH is 88, placing it in the top 12% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Equitable Holdings, Inc.(EQH)
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.
Dividends
Dividend History
Equitable Holdings, Inc. granted a 2.35% dividend yield in the last twelve months. The annual payout for that period amounted to $0.88 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|
| Dividend | $0.88 | $0.86 | $0.78 | $0.71 | $0.66 | $0.58 | $0.26 |
Dividend yield | 2.35% | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.22 | $0.00 | |||||||||
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 2018 | $0.13 | $0.00 | $0.00 | $0.13 | $0.00 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 1.58%.
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 |
| -19.6% | May 6, 2021 | 51 | Jul 19, 2021 | 77 | Nov 4, 2021 | 128 |
| -13.2% | Nov 5, 2021 | 18 | Dec 1, 2021 | 26 | Jan 7, 2022 | 44 |
Volatility
Volatility Chart
The current Equitable Holdings, Inc. volatility is 5.90%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Income Statement
| TTM | |
|---|---|
| Revenue | |
Total Revenue | 0.00 |
Cost Of Revenue | 0.00 |
Gross Profit | 0.00 |
| Operating Expenses | |
Selling, General & Admin Expenses | 0.00 |
R&D Expenses | 0.00 |
Total Operating Expenses | 0.00 |
| Income | |
Income Before Tax | 0.00 |
Operating Income | 0.00 |
EBIT | 0.00 |
Earnings From Continuing Operations | 0.00 |
Net Income | 0.00 |
Income Tax Expense | 0.00 |
Interest Expense | 0.00 |
Other Non-Operating Income (Expenses) | 0.00 |
Extraordinary Items | 0.00 |
Discontinued Operations | 0.00 |
Effect Of Accounting Charges | 0.00 |
Non Recurring | 0.00 |
Minority Interest | 0.00 |
Other Items | 0.00 |