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3-1 Month Momentum % is the total return of the stock from 3-month ago to 1-month ago. As of today (2026-07-29), Equitable Holdings's 3-1 Month Momentum % is 7.83%.
The industry rank for Equitable Holdings's 3-1 Month Momentum % or its related term are showing as below:
FRA:AXJ's 3-1 Month Momentum % is ranked better than 78.17% of 1631
companies
in the Asset Management industry
Industry Median: -0.88
vs FRA:AXJ: 7.83
Momentum investing is a trading strategy in which investors buy securities that are rising and sell before the prices start to go back down. The 3-1 Month Momentum % measures the total return to a stock over the past three months, but ignores the previous month.
The reason why the most recent month’s return dropped related to the short-term reversal effect associated with momentum. There is an academic finding that short-term momentum actually has a reversal effect, whereby the previous winners (measured over the past months) do poorly the next month, while the previous losers do well the next month. In order to eliminate the short-term reversal effect, the previous month return was not included in this calculation.
Equitable Holdings 3-1 Month Momentum % Related Terms
FRA:AXJ vs IVZ, ARCC, PS: 3-1 Month Momentum % Comparison
For the Asset Management subindustry, Equitable Holdings's 3-1 Month Momentum %, along with its competitors' market caps and 3-1 Month Momentum % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Equitable Holdings 3-1 Month Momentum % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Equitable Holdings's 3-1 Month Momentum % distribution charts can be found below:
* The bar in red indicates where Equitable Holdings's 3-1 Month Momentum % falls into.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Equitable Holdings (FRA:AXJ) has a 3-1 Month Momentum % of 7.83% as of Jul. 29, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Equitable Holdings and its competitors. According to the industry distribution chart, Equitable Holdings ranks #356 out of 1631 companies in the Asset Management industry, placing it in the top 21.8%.
Is Equitable Holdings' 3-1 Month Momentum % too high?
Equitable Holdings' current 3-1 Month Momentum % is 7.83%. Based on the distribution chart, Equitable Holdings ranks #356 out of 1631 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Equitable Holdings has a GF Score™ of 77/100, reflecting its overall financial health beyond just this single metric.
How does Equitable Holdings' 3-1 Month Momentum % compare to IVZ and ARCC?
According to the Asset Management industry distribution chart, Equitable Holdings ranks #356 out of 1631 companies for 3-1 Month Momentum %. This places Equitable Holdings in the top 22% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-1 Month Momentum % for an Asset Management company?
A good 3-1 Month Momentum % depends on the Asset Management industry context. However, 3-1 Month Momentum % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-1 Month Momentum % mean?
A high 3-1 Month Momentum % can signal that a stock is expensive relative to its fundamentals. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Equitable Holdings and its competitors. Equitable Holdings's current 3-1 Month Momentum % is 7.83%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Equitable Holdings stock overvalued right now?
Equitable Holdings (FRA:AXJ) has a current 3-1 Month Momentum % of 7.83%. The stock's GF Value™ is €46.19, compared to a current price of €42.04 — trading 9% below its estimated fair value. The current 3-1 Month Momentum % is 7.83%. Equitable Holdings' overall GF Score™ is 77/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-1 Month Momentum % calculated?
3-1 Month Momentum % is calculated from a company's financial statements. For Equitable Holdings (FRA:AXJ), the current 3-1 Month Momentum % is 7.83% as of Jul. 29, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Equitable Holdings (FRA:AXJ) Overvalued in 2026?
Based on GuruFocus' analysis, Equitable Holdings stock appears to be undervalued.
The current stock price of €42.04 is trading 9% below its estimated GF Value™ of €46.19.
Key valuation signals for FRA:AXJ:
3-1 Month Momentum %: 7.83%
GF Value™: €46.19 vs. price of €42.04 (9% below fair value)
No single metric tells the full story. See the FRA:AXJ stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
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.
77GF Score
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3-1 Month Momentum % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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