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Upturn AI SWOT - About
Axa Equitable Holdings Inc (EQH)
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Upturn Advisory Summary
06/30/2025: EQH (4-star) is a STRONG-BUY. BUY since 33 days. Profits (3.93%). Updated daily EoD!
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Number of Analysts
10 Analysts rated it
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Year Target Price $64.6
Year Target Price $64.6
| 6 | Strong Buy |
| 2 | Buy |
| 2 | Hold |
| 0 | Under performing |
| 0 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit 43.44% | Avg. Invested days 60 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 17.01B USD | Price to earnings Ratio 15.08 | 1Y Target Price 64.6 |
Price to earnings Ratio 15.08 | 1Y Target Price 64.6 | ||
Volume (30-day avg) 10 | Beta 1.14 | 52 Weeks Range 35.69 - 56.57 | Updated Date 06/29/2025 |
52 Weeks Range 35.69 - 56.57 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 1.77% | Basic EPS (TTM) 3.71 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 8.46% | Operating Margin (TTM) 5% |
Management Effectiveness
Return on Assets (TTM) 0.57% | Return on Equity (TTM) 38.49% |
Valuation
Trailing PE 15.08 | Forward PE 7.67 | Enterprise Value 16934976567 | Price to Sales(TTM) 1.13 |
Enterprise Value 16934976567 | Price to Sales(TTM) 1.13 | ||
Enterprise Value to Revenue 1.15 | Enterprise Value to EBITDA - | Shares Outstanding 303895008 | Shares Floating 302096161 |
Shares Outstanding 303895008 | Shares Floating 302096161 | ||
Percent Insiders 0.51 | Percent Institutions 102.13 |
Analyst Ratings
Rating 4 | Target Price 64.6 | Buy 2 | Strong Buy 6 |
Buy 2 | Strong Buy 6 | ||
Hold 2 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Axa Equitable Holdings Inc
Company Overview
History and Background
Axa Equitable Holdings, Inc., traces its roots back to The Equitable Life Assurance Society of the United States, founded in 1859. It underwent several transformations, including demutualization and acquisition by AXA Group. In 2018, it was rebranded as Equitable Holdings, Inc. and underwent an IPO, becoming a publicly traded company.
Core Business Areas
- Individual Retirement: Offers a suite of variable and fixed annuities designed for retirement savings and income planning.
- Group Retirement: Provides retirement plans and services to employers, including 401(k), 403(b), and defined benefit plans.
- Investment Management and Research: Through AllianceBernstein (AB), offers investment management services to institutions, retail investors, and private wealth clients.
- Protection Solutions: Offers life insurance products, including term life, whole life, and universal life insurance.
Leadership and Structure
The leadership team includes the Chief Executive Officer, Chief Financial Officer, and heads of various business segments. The organizational structure consists of business units focused on individual retirement, group retirement, investment management, and protection solutions.
Top Products and Market Share
Key Offerings
- competitors: Prudential (PRU), MetLife (MET), and Lincoln National (LNC).
- Variable Annuities: Variable annuities are a core product, offering investment options and income streams for retirement. Market share varies, but Equitable is a major player. Competitors include Prudential (PRU), MetLife (MET), and Lincoln National (LNC). Revenue is driven by fees charged on assets under management and contract charges. Market Share around 10% to 15% in variable annuity market.
- competitors: Athene (ATH), Global Atlantic, and MassMutual.
- Fixed Annuities: Fixed annuities provide a guaranteed rate of return, appealing to risk-averse investors. Competitors include Athene (ATH), Global Atlantic, and MassMutual. This makes around 5% to 10% of the companies revenue.
- competitors: Fidelity, Vanguard, and T. Rowe Price (TROW).
- 401(k) Plans: Equitable offers 401(k) and other employer-sponsored retirement plans. Competitors include Fidelity, Vanguard, and T. Rowe Price (TROW). Market Share is estimated at below 5%
Market Dynamics
Industry Overview
The financial services industry is driven by factors like interest rates, market volatility, regulatory changes, and demographic trends. Increasing demand for retirement planning and wealth management services fuels growth.
Positioning
Equitable Holdings is positioned as a leading provider of retirement and protection solutions, leveraging its brand recognition and distribution network to compete effectively.
Total Addressable Market (TAM)
The TAM for retirement savings and wealth management is several trillion dollars. Equitable Holdings is well-positioned to capture a portion of this market through its diverse product offerings and distribution channels.
Upturn SWOT Analysis
Strengths
- Strong Brand Recognition
- Extensive Distribution Network
- Diverse Product Portfolio
- Experienced Management Team
Weaknesses
- Exposure to Market Volatility
- High Operating Expenses
- Complex Product Offerings
- Sensitivity to Interest Rate Changes
Opportunities
- Growing Retirement Savings Market
- Increasing Demand for Financial Advice
- Expansion into New Markets
- Strategic Acquisitions
Threats
- Regulatory Changes
- Increased Competition
- Economic Downturns
- Rising Interest Rates
Competitors and Market Share
Key Competitors
- Prudential (PRU)
- MetLife (MET)
- Lincoln National (LNC)
- Athene (ATH)
Competitive Landscape
Equitable competes on product innovation, distribution strength, and brand reputation. Its large advisor network provides a competitive advantage, but it faces challenges from firms with lower cost structures and more innovative technologies.
Major Acquisitions
CarVal Investors
- Year: 2022
- Acquisition Price (USD millions): 750
- Strategic Rationale: Enhance investment capabilities, diversify revenue streams, and expand global reach in alternative investments.
Growth Trajectory and Initiatives
Historical Growth: Historical growth requires prior year's data on revenue, profit, and assets under management. This would be shown in a structured numerical array.
Future Projections: Future projections require numerical estimates of revenue, profit, and assets under management from financial analysts.
Recent Initiatives: Equitable has focused on digital transformation and expanding its advisory services. Strategic partnerships and new product launches are aimed at driving growth.
Summary
Axa Equitable Holdings Inc. is a major player in the retirement and wealth management market, known for its extensive distribution network and diverse product offerings. The company is strategically positioned to capitalize on the growing retirement savings market. However, it faces challenges including exposure to market volatility and increasing competition. Recent acquisitions and digital transformation efforts show the company is actively seeking growth opportunities.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Financial News Outlets
- Industry Reports
Disclaimers:
This analysis is based on available information and is not financial advice. Market conditions and company performance can change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Axa Equitable Holdings Inc
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2018-05-10 | President, CEO & Director Mr. Mark Pearson | ||
Sector Financial Services | Industry Asset Management | Full time employees 8000 | |
Full time employees 8000 | |||
Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through six segments: Individual Retirement, Group Retirement, Asset Management, Protection Solutions, Wealth Management, and Legacy. The Individual Retirement variable annuity products, including structured capital strategies, retirement cornerstone, and investment edge primarily to affluent and high net worth individuals. The Group Retirement provides 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. It offers guaranteed and structured investment option, and personal income benefit variable annuity products and open architecture mutual fund platform. The Asset Management segment offers investment management and related services to various clients through institutions, retail, and private wealth management. The Protection Solutions segment provides life insurance products, such as VUL and COLI insurance, IUL insurance, and term life; and employee benefits business which includes group life, supplemental life, dental, vision, short-term disability, long-term disability, critical illness, accident and hospital indemnity insurance products to small and medium-sized businesses. The Wealth Management segment offers discretionary and non-discretionary investment advisory accounts, financial planning and advice, life insurance, and annuity products. The Legacy segment consists of the capital intensive fixed-rate GMxB business that includes ROP death benefits. The company was formerly known as AXA Equitable Holdings, Inc. and changed its name to Equitable Holdings, Inc. in January 2020. Equitable Holdings, Inc. was founded in 1859 and is based in New York, New York.
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