Index -
P/E 11.28
EPS (ttm) 3.38
Insider Own 0.47%
Shs Outstand 333.88M
Perf Week 6.82%
Market Cap 12.47B
Forward P/E 5.28
EPS next Y 7.21
Insider Trans -23.61%
Shs Float 326.08M
Perf Month 1.74%
Income 1.22B
PEG 0.59
EPS next Q 1.33
Inst Own 103.65%
Short Float 1.45%
Perf Quarter 14.63%
Sales 12.34B
P/S 1.01
EPS this Y 32.47%
Inst Trans -0.23%
Short Ratio 1.77
Perf Half Y 41.84%
Book/sh 3.26
P/B 11.69
EPS next Y 18.60%
ROA 0.50%
Short Interest 4.74M
Perf Year 47.05%
Cash/sh -
P/C -
EPS next 5Y 19.00%
ROE 60.46%
52W Range 21.89 - 38.44
Perf YTD 14.32%
Dividend Est. 0.93 (2.45%)
P/FCF -
EPS past 5Y 1.22%
ROI 17.34%
52W High -0.96%
Beta 1.39
Dividend TTM 0.88 (2.31%)
Quick Ratio -
Sales past 5Y 2.47%
Gross Margin -
52W Low 73.92%
ATR (14) 0.71
Dividend Ex-Date Feb 23, 2024
Current Ratio 4.57
EPS Y/Y TTM -22.96%
Oper. Margin 7.83%
RSI (14) 65.50
Volatility 1.84% 1.80%
Employees 8500
Debt/Eq 1.76
Sales Y/Y TTM -12.00%
Profit Margin 9.91%
Recom 1.75
Target Price 40.78
Option/Short Yes / Yes
LT Debt/Eq 1.66
EPS Q/Q 2.89%
Payout 24.74%
Rel Volume 0.79
Prev Close 37.27
Sales Surprise 2.07%
EPS Surprise 11.08%
Sales Q/Q 16.30%
Earnings Apr 30 AMC
Avg Volume 2.67M
Price 38.07
SMA20 2.68%
SMA50 6.91%
SMA200 22.47%
Trades
Volume 2,147,950
Change 2.15%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-03-24 Downgrade
JP Morgan
Overweight → Neutral
$35 → $36
Dec-11-23 Upgrade
Jefferies
Hold → Buy
$28 → $37
Dec-05-23 Downgrade
Keefe Bruyette
Outperform → Mkt Perform
$34
Oct-05-23 Initiated
Deutsche Bank
Hold
$31
Feb-08-23 Initiated
Raymond James
Mkt Perform
Dec-09-22 Downgrade
Jefferies
Buy → Hold
$36 → $34
Dec-06-22 Downgrade
RBC Capital Mkts
Outperform → Sector Perform
$34 → $33
May-25-22 Upgrade
JP Morgan
Neutral → Overweight
$36
May-24-22 Initiated
Citigroup
Buy
$41
Jan-26-22 Initiated
Jefferies
Buy
$44
Dec-03-21 Initiated
Goldman
Buy
$52
Apr-21-21 Initiated
UBS
Buy
$44
Dec-04-20 Initiated
Goldman
Buy
$31
Sep-02-20 Upgrade
RBC Capital Mkts
Sector Perform → Outperform
$21 → $28
Apr-17-20 Upgrade
Citigroup
Neutral → Buy
$18 → $17
Apr-01-20 Upgrade
Credit Suisse
Neutral → Outperform
$27 → $22
Mar-20-20 Downgrade
RBC Capital Mkts
Outperform → Sector Perform
$27 → $20
Jan-06-20 Upgrade
Wells Fargo
Equal Weight → Overweight
$30
Jan-08-19 Initiated
Wells Fargo
Market Perform
$20
Jun-29-18 Initiated
Evercore ISI
Outperform
Show Previous Ratings
Apr-16-24 07:00PM
Apr-10-24 09:00AM
Apr-03-24 01:52AM
Apr-01-24 04:15PM
Mar-30-24 06:50AM
04:15PM
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Mar-04-24 11:53PM
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Feb-23-24 09:40AM
05:04AM
Feb-14-24 04:15PM
Feb-10-24 07:03AM
08:46AM
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Feb-08-24 08:46AM
Feb-07-24 11:26PM
(Thomson Reuters StreetEvents)
09:40AM
Feb-06-24 09:00PM
04:58PM
04:15PM
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Dec-04-23 08:00AM
Dec-01-23 10:26PM
06:16PM
05:17AM
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Nov-23-23 05:17AM
Nov-21-23 04:15PM
Nov-15-23 05:00PM
12:11PM
Nov-07-23 09:00AM
Nov-02-23 02:10PM
04:23AM
(Thomson Reuters StreetEvents)
Oct-31-23 09:00PM
05:42PM
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Oct-02-23 04:15PM
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Aug-03-23 11:48PM
(Thomson Reuters StreetEvents)
Aug-02-23 04:15PM
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Jul-09-23 10:16AM
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Apr-19-23 04:15PM
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Mar-29-23 04:15PM
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Feb-02-23 09:00AM
Jan-30-23 04:15PM
07:48AM
Jan-26-23 10:28AM
Jan-25-23 04:15PM
Nov-30-22 04:15PM
Nov-17-22 04:15PM
Nov-09-22 06:07AM
Nov-02-22 04:15PM
Oct-27-22 11:11AM
Oct-26-22 01:00PM
Oct-24-22 09:00AM
Oct-19-22 04:15PM
09:00AM
Oct-06-22 12:24PM
09:05AM
Oct-05-22 09:40AM
Oct-03-22 04:15PM
Sep-20-22 09:00AM
Aug-25-22 04:15PM
Aug-18-22 08:36AM
Aug-17-22 01:02PM
(American City Business Journals)
08:15AM
Aug-16-22 08:15AM
Aug-03-22 04:15PM
Jul-29-22 04:15PM
Jul-26-22 03:21PM
Jul-20-22 04:15PM
Jul-15-22 07:48AM
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Jun-07-22 04:15PM
Jun-06-22 04:16PM
Equitable Holdings, Inc. engages in the provision of financial services. It operates through the following segments: Individual Retirement, Group Retirement, Investment Management and Research, Protection Solutions, Wealth Management, Legacy, and Corporate and Other. The Individual Retirement segment includes annuity products, which primarily meet the needs of individuals saving for retirement or seeking retirement income. The Group Retirement segment offers tax-deferred investment and retirement services or products to plans sponsored by educational entities, municipalities and not-for-profit entities, as well as small and medium-sized businesses. The Investment Management and Research segment provides investment management, research and related services. The Protection Solutions segment focuses on life insurance products on attractive protection segments such as VUL insurance and IUL insurance and employee benefits business on small and medium-sized businesses. The Wealth Management segment refers to the discretionary and non-discretionary investment advisory accounts, financial planning and advice, insurance, and annuity products. The Legacy segment consists of capital intensive fixed-rate GMxB business written in the Individual Retirement market prior to 2011. The company was founded by Henry B. Hyde in 1859 and is headquartered in New York, NY.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Pearson Mark President and CEO Apr 15 '24 Option Exercise 21.34 20,000 426,800 715,025 Apr 16 05:00 PM Pearson Mark President and CEO Apr 15 '24 Sale 36.24 30,000 1,087,120 685,025 Apr 16 05:00 PM HURD JEFFREY J Chief Operating Officer Apr 15 '24 Sale 36.24 9,969 361,239 141,062 Apr 16 05:00 PM Pearson Mark President and CEO Apr 01 '24 Option Exercise 21.34 20,000 426,800 725,025 Apr 02 05:33 PM Pearson Mark President and CEO Apr 01 '24 Sale 37.66 30,000 1,129,903 695,025 Apr 02 05:33 PM SCOTT BERTRAM L Director Mar 18 '24 Sale 35.29 7,000 247,011 20,902 Mar 18 04:51 PM HURD JEFFREY J Chief Operating Officer Mar 15 '24 Sale 35.32 9,969 352,093 151,031 Mar 18 04:53 PM Pearson Mark President and CEO Mar 01 '24 Option Exercise 21.34 40,000 853,600 763,254 Mar 04 05:22 PM Pearson Mark President and CEO Mar 01 '24 Sale 33.77 60,000 2,026,168 703,254 Mar 04 05:22 PM HURD JEFFREY J Chief Operating Officer Feb 29 '24 Sale 34.28 9,969 341,724 160,622 Mar 01 05:30 PM Stonehill Charles G.T. Director Feb 21 '24 Sale 34.02 5,000 170,121 29,758 Feb 23 05:00 PM Lane Nick (See Remarks) Feb 15 '24 Option Exercise 23.18 10,000 231,800 186,095 Feb 16 05:00 PM Lane Nick (See Remarks) Feb 15 '24 Sale 34.27 20,000 685,454 166,095 Feb 16 05:00 PM Lane Nick (See Remarks) Feb 07 '24 Option Exercise 23.18 10,000 231,800 164,132 Feb 09 05:00 PM Lane Nick (See Remarks) Feb 07 '24 Sale 34.02 20,000 680,318 144,132 Feb 09 05:00 PM Pearson Mark President and CEO Feb 01 '24 Option Exercise 20.04 40,000 801,735 679,625 Feb 02 05:00 PM Pearson Mark President and CEO Feb 01 '24 Sale 32.38 60,000 1,942,740 619,625 Feb 02 05:00 PM Lane Nick (See Remarks) Jan 16 '24 Option Exercise 23.18 5,000 115,900 164,132 Jan 17 05:00 PM Lane Nick (See Remarks) Jan 16 '24 Sale 32.29 10,000 322,880 154,132 Jan 17 05:00 PM Pearson Mark President and CEO Jan 02 '24 Option Exercise 18.74 40,000 749,600 699,625 Jan 03 05:00 PM Pearson Mark President and CEO Jan 02 '24 Sale 33.07 60,000 1,984,116 639,625 Jan 03 05:00 PM Lane Nick (See Remarks) Dec 22 '23 Option Exercise 23.18 5,000 115,900 169,132 Dec 26 05:00 PM Lane Nick (See Remarks) Dec 22 '23 Sale 33.30 10,000 333,025 159,132 Dec 26 05:00 PM Kaye Daniel G Director Dec 20 '23 Sale 33.85 4,845 164,003 53,757 Dec 22 05:00 PM Eckert William James IV Chief Accounting Officer Dec 14 '23 Sale 34.59 7,000 242,130 20,318 Dec 15 05:00 PM Pearson Mark President and CEO Dec 01 '23 Option Exercise 18.74 40,000 749,600 717,858 Dec 01 04:21 PM Pearson Mark President and CEO Dec 01 '23 Sale 30.60 60,000 1,836,102 657,858 Dec 01 04:21 PM Pearson Mark President and CEO Nov 29 '23 Option Exercise 18.74 40,000 749,600 737,858 Dec 01 04:21 PM Pearson Mark President and CEO Nov 29 '23 Sale 30.15 60,000 1,809,288 677,858 Dec 01 04:21 PM
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