Business Description
Equitable Holdings Inc
NAICS : 525910
SIC : 6722
ISIN : US29452E1010
Total Employee Number:
8,000Description
Equitable Holdings Inc is a financial services company providing retirement, asset management, and wealth management solutions for individual and institutional clients, operating through three segments. The Retirement segment generates the majority of revenue and offers annuities, retirement savings plans, institutional savings products, and includes the spread lending business. The Asset Management segment provides diversified investment management and related services globally through Institutional, Retail, and Private Wealth channels and reflects the business of AB. The Wealth Management segment offers advisory accounts, financial planning and advice, life insurance, and annuity products. Revenues are earned predominantly from fee income, income from investments, and insurance premiums.
Financial Strength
4/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Cash-To-Debt | 1.43 | |||||
Debt-to-Equity | 25.37 | |||||
Debt-to-EBITDA | 10.93 | |||||
Piotroski F-Score | 3/9 | |||||
Beneish M-Score | -1 | |||||
WACC vs ROIC | ||||||
Growth Rank
8/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
3-Year Revenue Growth Rate | 5.5 | |||||
3-Year EPS without NRI Growth Rate | 9.2 | |||||
3-Year Book Growth Rate | -109.1 | |||||
Future 3-5Y EPS without NRI Growth Rate Estimate Industry Rank | 23.13 | |||||
Future 3-5Y Total Revenue Growth Rate Estimate | 12.14 |
Momentum Rank
2/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
5-Day RSI | 62.07 | |||||
9-Day RSI | 62.2 | |||||
14-Day RSI | 61.75 | |||||
3-1 Month Momentum % | 4.51 | |||||
6-1 Month Momentum % | -15.98 | |||||
12-1 Month Momentum % | -26.75 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History |
|---|
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Dividend Yield % | 2.43 | |||||
Dividend Payout Ratio | 0.18 | |||||
3-Year Dividend Growth Rate | 10.4 | |||||
Forward Dividend Yield % | 2.43 | |||||
5-Year Yield-on-Cost % | 3.85 | |||||
3-Year Average Share Buyback Ratio | 8.1 | |||||
Shareholder Yield % | 6.88 |
Profitability Rank
5/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Net Margin % | -7.26 | |||||
EBITDA Margin % | 5.6 | |||||
FCF Margin % | 9.05 | |||||
OCF Margin % | 9.34 | |||||
ROE % | -105.47 | |||||
ROA % | -0.27 | |||||
ROIC % | -0.08 | |||||
3-Year ROIIC % | -5.88 | |||||
Years of Profitability over Past 10-Year | 7 | |||||
Moat Score | 5 | |||||
Tariff Resilience Score | 8 |
GF Value Rank
10/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Forward PE Ratio | 6.05 | |||||
PE Ratio without NRI | 7.69 | |||||
Shiller PE Ratio | 56.61 | |||||
PS Ratio | 1.17 | |||||
Price-to-Free-Cash-Flow | 13.11 | |||||
Price-to-Operating-Cash-Flow | 12.71 | |||||
EV-to-EBIT | -51.47 | |||||
EV-to-EBITDA | 20.22 | |||||
EV-to-Revenue | 1.13 | |||||
EV-to-Forward-Revenue | 0.44 | |||||
EV-to-FCF | 12.54 | |||||
Price-to-GF-Value | 0.87 | |||||
Price-to-Projected-FCF | 4.03 | |||||
Earnings Yield (Greenblatt) % | -1.94 | |||||
FCF Yield % | 8.21 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
Guru Trades
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Performance
Dividend
Log
Bar
Annualized Return % Â
Total Annual Return % Â
Equitable Holdings Inc Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil €) | 9,740.762 | ||
| EPS (TTM) (€) | -2.408 | ||
| Beta | 0.7179 | ||
| 3-Year Sharpe Ratio | 0.59 | ||
| 3-Year Sortino Ratio | 1.02 | ||
| Volatility % | 24.8 | ||
| 14-Day RSI | 61.75 | ||
| 14-Day ATR (€) | 1.154394 | ||
| 20-Day SMA (€) | 38.4545 | ||
| 12-1 Month Momentum % | -26.75 | ||
| 52-Week Range (€) | 30.4 - 47.2 | ||
| Shares Outstanding (Mil) | 272.96 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 3 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
Equitable Holdings Inc Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Equitable Holdings Inc Stock Events
| Event | Date | Price (€) | ||
|---|---|---|---|---|
| Third quarter earnings conference call for 2026 | 2026-11-05 09:00 | In 125 days | ||
| Third quarter earnings results for 2026 | 2026-11-04 | In 123 days | ||
| Second quarter earnings conference call for 2026 | 2026-08-05 08:00 | In 33 days | ||
| Second quarter earnings results for 2026 | 2026-08-04 | In 31 days | ||
| General meeting for 2026 | 2026-07-16 | In 12 days | ||
| William Blair 46th Annual Growth Stock Conference | 2026-06-02 12:40 | 34.92 (+0.72%) | ||
| USD 0.300000 Cash Dividend | 2026-06-01 | 35.48 (+1.75%) | ||
| Guidance call for 2026 | 2026-05-18 11:45 | 36.57 (+2.18%) | ||
| First quarter earnings conference call for 2026 | 2026-05-05 09:00 | 35.54 (+0.57%) | ||
| First quarter earnings results for 2026 | 2026-05-05 | 35.54 (+0.57%) |
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Equitable Holdings Inc Frequently Asked Questions
What is Equitable Holdings Inc(STU:AXJ)'s stock price today?
The current price of STU:AXJ is €39.37. The 52 week high of STU:AXJ is €47.20 and 52 week low is €30.40.
When is next earnings date of Equitable Holdings Inc(STU:AXJ)?
The next earnings date of Equitable Holdings Inc(STU:AXJ) is 2026-08-04.
Does Equitable Holdings Inc(STU:AXJ) pay dividends? If so, how much?
The Dividend Yield %  of Equitable Holdings Inc(STU:AXJ) is 2.43% (As of Today), Highest Dividend Payout Ratio of Equitable Holdings Inc(STU:AXJ) was 0.19. The lowest was 0.07. And the median was 0.15. The  Forward Dividend Yield % of Equitable Holdings Inc(STU:AXJ) is 2.43%. For more information regarding to dividend, please check our Dividend Page.
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