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EQH 
Axa Equitable Holdings Inc (EQH)
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Upturn Advisory Summary
12/30/2025: EQH (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
10 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $64.42
1 Year Target Price $64.42
| 6 | Strong Buy |
| 2 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 33.28% | Avg. Invested days 54 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 12/30/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 14.49B USD | Price to earnings Ratio - | 1Y Target Price 64.42 |
Price to earnings Ratio - | 1Y Target Price 64.42 | ||
Volume (30-day avg) 10 | Beta 1.12 | 52 Weeks Range 40.72 - 55.97 | Updated Date 12/29/2025 |
52 Weeks Range 40.72 - 55.97 | Updated Date 12/29/2025 | ||
Dividends yield (FY) 2.14% | Basic EPS (TTM) -2.67 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -5.53% | Operating Margin (TTM) -89.28% |
Management Effectiveness
Return on Assets (TTM) 0.03% | Return on Equity (TTM) -7.69% |
Valuation
Trailing PE - | Forward PE 5.75 | Enterprise Value 7823726454 | Price to Sales(TTM) 1.19 |
Enterprise Value 7823726454 | Price to Sales(TTM) 1.19 | ||
Enterprise Value to Revenue 0.65 | Enterprise Value to EBITDA - | Shares Outstanding 286532039 | Shares Floating 284847231 |
Shares Outstanding 286532039 | Shares Floating 284847231 | ||
Percent Insiders 0.5 | Percent Institutions 102.76 |
Upturn AI SWOT
Axa Equitable Holdings Inc
Company Overview
History and Background
AXA Equitable Holdings, Inc. (EQH) was established in 2018 as a holding company for AXA S.A.'s U.S. life insurance and retirement businesses. It was spun off from its French parent, AXA, and became a publicly traded company in May 2018. In 2020, AXA S.A. completed the sale of its remaining stake in EQH. The company has a long history in the U.S. through its predecessor companies, including The Equitable Life Assurance Society of the United States, founded in 1859.
Core Business Areas
- Retirement: Offers a range of retirement savings and income solutions, including variable annuities, fixed annuities, and employer-sponsored retirement plans. These products aim to help individuals and businesses plan for and secure their financial futures.
- Protection: Provides life insurance products designed to offer financial security to beneficiaries upon the insured's death. This includes term life and permanent life insurance solutions.
- Investment Management: Through its asset management segment, the company offers investment advisory services and manages a diversified portfolio of assets, contributing to its overall financial product offerings.
Leadership and Structure
AXA Equitable Holdings, Inc. is led by a CEO and a Board of Directors. The organizational structure is typically segmented by its core business areas, with dedicated leadership for Retirement, Protection, and Investment Management. Specific current leadership details are subject to change and would require checking the latest investor relations information.
Top Products and Market Share
Key Offerings
- Competitors: Prudential Financial, Lincoln National, MetLife, New York Life, Northwestern Mutual.
- Description: Tax-deferred investment products that allow for potential growth through sub-accounts and offer various riders for guaranteed benefits, such as death benefits or income benefits. Competitors include companies like Prudential Financial, Lincoln National, and MetLife. Market share data for specific annuity products is proprietary and fluctuates.
- Product Name 1: Variable Annuities
- Competitors: MetLife, Prudential Financial, Northwestern Mutual, New York Life, John Hancock.
- Description: Provides financial protection to beneficiaries. Term life offers coverage for a set period, while permanent life offers lifelong coverage with a cash value component. Competitors are numerous across the insurance industry. Specific market share is difficult to isolate for individual product types.
- Product Name 2: Life Insurance (Term & Permanent)
- Competitors: Fidelity Investments, Vanguard, T. Rowe Price, Empower Retirement.
- Description: Offers retirement savings solutions for employees of non-profit organizations and public schools. These plans provide tax advantages and investment options. Competitors include major financial institutions offering retirement services.
- Product Name 3: Employer-Sponsored Retirement Plans (e.g., 403(b))
Market Dynamics
Industry Overview
The life insurance and retirement services industry in the U.S. is mature and highly competitive, characterized by evolving regulatory landscapes, low interest rate environments impacting investment returns, and increasing demand for personalized financial planning and digital solutions. Demographic shifts, such as an aging population and increasing awareness of retirement security, also shape the market.
Positioning
AXA Equitable Holdings Inc. positions itself as a leading provider of retirement and protection solutions, leveraging its established brand and expertise in life insurance and annuities. Its competitive advantages include a diverse product portfolio, strong distribution channels, and a focus on innovation to meet changing customer needs.
Total Addressable Market (TAM)
The total addressable market for retirement and life insurance products in the U.S. is in the trillions of dollars. This includes the massive retirement savings market (e.g., 401(k)s, IRAs, pensions) and the life insurance market. AXA Equitable Holdings Inc. holds a significant position within specific segments of this TAM, particularly in variable annuities and life insurance for middle to affluent individuals and employer-sponsored plans for non-profit organizations.
Upturn SWOT Analysis
Strengths
- Established brand recognition and long history in the U.S. market.
- Diversified product portfolio in retirement and protection segments.
- Strong distribution networks and advisor relationships.
- Experience in managing complex financial products like variable annuities.
- Focus on innovation and digital solutions.
Weaknesses
- Exposure to market volatility impacting investment returns and product profitability.
- Reliance on interest rate levels affecting annuity product attractiveness.
- Competition from a wide range of established and new financial service providers.
- Potential for legacy systems and operational complexities.
Opportunities
- Growing demand for retirement income solutions for an aging population.
- Increasing awareness and need for life insurance coverage.
- Expansion into new distribution channels and digital platforms.
- Strategic partnerships and potential acquisitions to enhance capabilities.
- Leveraging data analytics to personalize offerings and improve customer experience.
Threats
- Adverse changes in economic conditions and interest rates.
- Increased regulatory scrutiny and compliance costs.
- Intense price competition from peers.
- Disruption from FinTech companies and new business models.
- Geopolitical instability impacting global financial markets.
Competitors and Market Share
Key Competitors
- Prudential Financial (PRU)
- Lincoln National Corporation (LNC)
- MetLife, Inc. (MET)
- New York Life Insurance Company
- Northwestern Mutual
Competitive Landscape
AXA Equitable Holdings competes in a highly fragmented market with both large, diversified financial institutions and specialized insurance providers. Its advantages lie in its established brand and product breadth, while challenges include intense competition on pricing and product innovation. The company aims to differentiate through its customer-centric approach and focus on long-term financial security.
Growth Trajectory and Initiatives
Historical Growth: Historically, AXA Equitable Holdings' growth has been driven by its core retirement and protection businesses, with performance influenced by market cycles and strategic initiatives. The company has focused on evolving its product offerings to meet changing consumer needs.
Future Projections: Future growth projections are typically provided by financial analysts and are based on factors such as market trends, economic outlook, and the company's strategic plans. These projections often focus on continued expansion in retirement solutions and potential for innovation in digital services. Specific analyst consensus data is available through financial news and data platforms.
Recent Initiatives: Recent initiatives may include efforts to streamline operations, enhance digital customer engagement, develop new product solutions, and optimize its capital structure. The company has been active in adapting to the evolving financial services landscape.
Summary
AXA Equitable Holdings Inc. operates within the mature life insurance and retirement services sector, demonstrating a diversified product portfolio and established market presence. The company's strengths lie in its brand legacy and distribution networks, while opportunities exist in catering to the growing demand for retirement income solutions and digital engagement. However, it faces significant threats from economic volatility, regulatory shifts, and intense competition. Continued focus on innovation and customer-centric strategies will be crucial for sustained success.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Investor Relations Filings (SEC Form 10-K, 10-Q)
- Financial News Outlets (e.g., Wall Street Journal, Bloomberg)
- Financial Data Providers (e.g., Refinitiv, S&P Capital IQ)
- Industry Analyst Reports
Disclaimers:
This information is for informational purposes only and does not constitute financial advice. Stock market investments are subject to risks, and past performance is not indicative of future results. All data is subject to change and should be verified with official company filings and reputable financial data sources. Market share data is estimated and can fluctuate.
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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