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Buy Day today: Neutral (53) Mixed market breadth · no major macro event

Axa Equitable Holdings Inc (EQH)

Financial Services Asset Management
47.70 $
-2.5% vs. previous close
Closing price · As of: 31. Jul 2026
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Trading Day

Previous Close
48.90$
Open
48.80$
Day High
49.30$
Day Low
47.60$
Volume
4,760,352shares

Key levels of the most recently completed trading day — not a live quote.

52-Week Range

52-Week Low 52-Week High
35.30 $ 54.80 $
03/27/2026 08/12/2025

Current price 47.70 $ — 64% of the range above the low.

Lowest and highest closing price over the last 52 weeks. The marker shows where the current price sits within that range: close to the high speaks for strength, close to the low for weakness.

Basics

Market Cap
13.4$B
Shares Outstanding
273Mio.
Float
95.7%
Beta
1.1

Performance

Perf. 1M
8.30%
Perf. 3M
25.90%
Perf. 6M
-8.10%
YTD Performance (%)
-4.40%
52-Week-High Distance
-22.6%
Perf. 1Y
-4.81%
Perf. 3Y
78.88%
Perf. 5Y
75.12%
Perf. Since Inception
188.49%

Technical Indicators

MA 38 Days
46.10$
MA 50 Days
45.00$
MA 200 Days
44.20$
RSI (14)
52.7
Volatility 30 Days
31.2%
Volatility 250 Days
32.7%

Calculated from the price history · as of 08/03/2026

Valuation

P/E
Forward P/E
4.6
PEG
P/B
178.6
P/S
1.2
EV/EBITDA
0.0
Price/FCF
16.6

Profitability

Gross Margin
13.2%
EBIT Margin
22.4%
Net Margin
-7.3%
Return on Equity
-13.5%
Return on Assets
-0.1%

Balance Sheet & Safety

Equity Ratio
0.1%
Debt/Equity
25.4
Altman Z″
2.05
very solid
Piotroski
8 out of 9

Growth

Sales Growth Last Quarter
-7.60%
EPS Growth Last Quarter
Sales Growth (Year)
-6.21%
Forward Sales Growth
8.41%
Forward EPS Growth
24.40%

Dividend

Dividend Yield
2.39%
Dividend Per Share (TTM)
1.11$
Payout Ratio
23.6%
Years Without a Cut
7Years
Increase Streak
7Years

Quality & Screener

Stage
3
RS Rating
35
Top 10%
EPS Rating
97
very solid
Piotroski
8 out of 9
Fundamental Rating
C (52 out of 100)
Altman Z″
2.05

AI Rating

Not yet rated — we only show a category once an SEC-backed file with at least two cited passages is available. How the Rating Is Built

Growth Score

4 of 10 Weak growth

Ten checks against the annual reports — each one passed counts a point.

  • Revenue grows by more than 15% a year over three years -2.7% failed
  • More than 10% revenue growth is expected for the coming year 8.4% failed
  • Share count grows by less than 3% a year -7.8% passed
  • Revenue growth plus cash-flow margin add up to at least 40 ("Rule of 40") -0.4% failed
  • Gross margin at 40% or higher and without meaningful erosion 79.1% passed
  • Goodwill from acquisitions does not grow faster than revenue 1.6% failed
  • Net debt below twice EBITDA 46,170 m net cash passed
  • Operating cash flow covers the profits of the last three years 914 m passed
  • Return on capital at 15% or higher, or up versus two years ago -0.7% failed
  • Insiders hold at least 10% or are net buyers 0.6% failed

A criterion without figures counts neither as passed nor as failed; a score is only produced from 7 judgeable criteria upwards. Source: fundamental data. All ten criteria in detail

Highlighted are things our editorial team noticed: green = stands out as strong, red = deserves a closer look. No single metric is a verdict on its own — always read it in context.

Analysts & Price Target

Current Price 47.70 $
Price Target (average) 60.82 $

The price target sits 27.5% above the current price.

Consensus
Sell
Analyst Ratings
10
Distribution of Recommendations
Strong Buy 6
Buy 2
Hold 2
Sell 0
Strong Sell 0

Combined picture of the price targets and recommendations of every analyst covering the stock. Price targets are expectations for the next 12 months, not promises — and they often follow the price rather than predict it.

Estimates by Fiscal Year

Estimates by Fiscal Year
Fiscal Year EPS Estimate ($) EPS Range ($) Revenue Estimate ($M) Expected Growth Analysts
12/31/2026 7.15 7.07 – 7.31 15,514 26.8% 12
12/31/2027 8.93 8.65 – 9.76 16,904 24.9% 13

Average of the analyst estimates for the coming fiscal years. The range shows how far the most optimistic and the most cautious estimate sit apart — the wider it is, the less certain the expectation.

Next Reporting Date

4. Aug 2026 · after the close · Q2 2026
Expected Earnings per Share
1.66 $

Expected date of the next quarterly or annual figures. Dates do shift occasionally — only the invitation issued by the company is binding.

Revenue & Profit

Cash Flow

Balance Sheet

Margins

Per Share

Click the chart or tab into it, then use ← and → to step through the periods.

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The figures could not be loaded right now.

Sales Per Quarter ($M)
2024: Q4 · 3,621.0 $M Q4 2025: Q1 · 3,904.0 $M Q1 2025: Q2 · 2,362.0 $M Q2 2025: Q3 · 1,450.0 $M Q3 2025: Q4 · 3,277.0 $M Q4 2026: Q1 · 4,230.0 $M Q1

Source: fundamental data

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Quarterly Figures

Quarterly Figures
Quarter EPS (Earnings Per Share) EPS YoY (%) Sales ($M) Sales YoY (%) Net Margin (%) OCF ($M) FCF ($M)
2024: Q4 2.84 3,621 66.90 24.80 400 374
2025: Q1 0.20 -27.00 3,904 75.10 1.60 430 420
2025: Q2 -1.15 -188.00 2,362 -32.60 -14.80 52 45
2025: Q3 -4.32 1,450 -51.30 -90.30 369 336
2025: Q4 0.74 -73.80 3,277 -9.50 6.60 -80 -64
2026: Q1 2.19 983.30 4,230 8.40 14.70 499 490
What Do These Terms Mean?
EPS (Earnings Per Share):
Quarterly profit divided by the total share count — how much of the profit works out to a single share.
YoY (Year over Year):
Change versus the same quarter a year ago — this is how you compare without seasonal distortion (e.g. the holiday shopping season).
Sales:
All revenue for the quarter, before any costs are deducted — the top line of the income statement.
Net Margin:
What percentage of sales is left over as profit in the end. Negative means the company is posting a loss.
OCF (Operating Cash Flow):
The cash that actually flows into the till from the core business during the quarter — harder to dress up than book profit.
FCF (Free Cash Flow):
Operating cash flow minus capital expenditures — the money that's genuinely free to use, say for paying down debt, buybacks, or dividends.

Annual Figures

Annual Figures
Fiscal Year Revenue ($M) EBIT ($M) Net Income ($M) EPS ($) Operating Cash Flow ($M) Equity ($M) Total Assets ($M)
2016 11,763 2,027 1,254 2.24 -236 14,905 216,587
2017 12,460 1,306 834 1.49 -243 17,208 235,648
2018 12,069 2,490 1,855 3.33 61 15,619 220,797
2019 9,619 -2,060 -1,764 -3.57 -216 15,491 249,870
2020 12,415 -1,093 -648 -1.44 -61 17,320 282,273
2021 7,614 2,609 1,755 4.20 -756 11,519 292,262
2022 12,644 2,992 2,153 5.67 -851 1,401 252,702
2023 10,528 2,207 1,302 3.70 -208 2,649 276,814
2024 12,437 2,111 1,307 4.02 1,638 1,585 295,866
2025 11,665 -1,193 -1,380 -4.63 713 -74 317,990

Fiscal years from the audited annual reports, oldest first. EBIT is the operating profit before interest and taxes; total assets are everything the company owns.

About the Company

Equitable Holdings, Inc. ist mit ihren konsolidierten Tochtergesellschaften ein weltweit tätiges diversifiziertes Finanzdienstleistungsunternehmen.

Employees8,000
HeadquartersNew York, NY
Address1345 Avenue Of The Americas, 10105 New York, United States
Phone212 554 1234
Websiteir.equitableholdings.com
IPO Date10. May 2018
ISINUS29452E1010

Management

Management
Name Title Birth Year
Mark Pearson FCCA President, CEO & Director 1958
Robin Matthew Raju Senior Executive VP & CFO 1982
Jeffrey Joy Hurd J.D. Senior Executive VP & COO 1967
Seth Perry Bernstein Head of Asset Management 1961
Nicholas Burritt Lane President of Equitable, Senior EVP & Head of Retirement, Wealth Management & Protection Solutions 1974

Executives per the latest required filings; titles kept in their original language. Source: fundamental data.

Insider Transactions

Insider Transactions
Date Person Role Type Shares Price Value
20. Jul 2026 Pearson Mark President and CEO Sell 136 49.19 6,690
20. Jul 2026 Pearson Mark President and CEO Sell 39,564 48.54 1,920,282
20. Jul 2026 Pearson Mark President and CEO Other 27,200 23.18 630,496
15. Jul 2026 Hurd Jeffrey J Chief Operating Officer Sell 4,200 49.03 205,914
15. Jul 2026 Hurd Jeffrey J Chief Operating Officer Sell 800 48.02 38,415
15. Jul 2026 Hurd Jeffrey J Chief Operating Officer Sell 7,958 49.01 390,042
15. Jul 2026 Hurd Jeffrey J Chief Operating Officer Sell 1,400 48.01 67,210
15. Jul 2026 Hurd Jeffrey J Chief Operating Officer Other 9,358 21.34 199,700
20. Apr 2026 Mark Pearson CEO Sell 39,700 41.63 1,652,711

Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character.

View all insider transactions →

Chart

Interactive price chart (TradingView).

Data as of: July 31, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)

Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.

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