Equitable Holdings, Inc. (EQH)
Company Info
US29452E1010
29452E101
May 10, 2018
Highlights
$14.64B
-$0.91
$10.99B
$5.23B
$1.20B
$28.33 - $50.51
$52.10
1.49%
1.88
Share Price Chart
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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 42.98% year-to-date (YTD) and 70.18% in the last 12 months.
EQH
42.98%
1.92%
16.38%
70.18%
17.00%
N/A
^GSPC (Benchmark)
24.05%
1.08%
11.50%
30.38%
13.77%
11.13%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.83% | 5.41% | 11.01% | -2.89% | 12.41% | -0.95% | 6.73% | -1.86% | -1.15% | 7.88% | 42.98% | ||
| 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% | 16.20% | 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 | 5.01% | -3.51% | 6.70% | 4.97% | -6.54% | -5.41% | -2.36% | -15.50% | -17.22% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of EQH is 95, placing it in the top 5% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
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. provided a 1.97% dividend yield over the last twelve months, with an annual payout of $0.92 per share. The company has been increasing its dividends for 5 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|
| Dividend | $0.92 | $0.86 | $0.78 | $0.71 | $0.66 | $0.58 | $0.26 |
Dividend yield | 1.97% | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.22 | $0.00 | $0.00 | $0.00 | $0.24 | $0.00 | $0.24 | $0.00 | $0.00 | $0.00 | $0.70 | |
| 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
Payout Ratio
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.
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 7.28%.
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 |
| -15.04% | Aug 1, 2024 | 3 | Aug 5, 2024 | 48 | Oct 11, 2024 | 51 |
Volatility
Volatility Chart
The current Equitable Holdings, Inc. volatility is 14.92%, 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
Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Equitable Holdings, Inc..
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Income Statement
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