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Upturn AI Summary - About
Axa Equitable Holdings Inc(EQH)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for EQH
10/30/2026: EQH (4-star) is a STRONG-BUY. BUY for 134 days. Simulated Profits (31.31%). Updated daily EoD!
Axa Equitable Holdings Inc (EQH) is a established US financial services company focused on retirement, investment, and life insurance products. The company benefits from a diversified business model, highlighted by its ownership of AllianceBernstein, which provides a consistent, fee-based revenue stream. Its primary growth opportunity lies in capturing long-term demand for retirement solutions in an aging US population. Investors should note that EQH is sensitive to equity market volatility and interest rate trends, which can impact its insurance product margins and valuation. The stock may best suit value and dividend-focused investors seeking exposure to the financial services sector, with monitoring required on capital reserve regulations and market performance.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company offers moderate growth potential tied to aging demographics but is not a high-growth tech entity. |
| Momentum investor | Weak fit | The stock tends to be more sensitive to macro trends than rapid price momentum signals. |
| Value investor | Strong fit | The company often trades at valuations that may appeal to value investors looking for financial sector exposure. |
| Dividend investor | Strong fit | Consistent dividend payouts and buybacks make it attractive for income-focused investors. |
| Low-risk investor | Mixed fit | While established, market volatility exposure in insurance products limits its low-risk appeal. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The stock is susceptible to broader equity market swings due to its annuity business. |
| Valuation risk | Medium | Market pricing of insurance companies often fluctuates with interest rate expectations. |
| Competition risk (financial services) | Medium / high | Strong competition from lower-cost asset managers and large insurers puts pressure on margins. |
| Business quality | Medium | The company has a solid, established franchise but operates in a capital-intensive, cyclical industry. |
| Dividend income | Medium | Dividends are supported by cash flow, but capital needs in the insurance segment can influence payouts. |
| Execution risk | Medium | Successfully managing the transition to a more capital-light product mix requires consistent execution. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 60.62% | Avg. Invested days 79 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/30/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 14.69B USD | Price to earnings Ratio - | 1Y Target Price 64 |
Price to earnings Ratio - | 1Y Target Price 64 | ||
Volume (30-day avg) 2.6M shares | Beta 1.09 | 52 Weeks Range 34.72 - 55.67 | Updated Date 11/01/2026 |
52 Weeks Range 34.72 - 55.67 | Updated Date 11/01/2026 | ||
Dividends yield (FY) 2.09% | Basic EPS (TTM) -3.37 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Individual Retirement | Variable annuity products, retirement income solutions. | The company earns fees by helping individuals invest for and manage their retirement savings. |
| Investment Management (AllianceBernstein) | Investment advisory fees, asset management services. | The company earns stable management fees from its investment arm regardless of its own insurance sales. |
| Protection Solutions | Life insurance premiums and risk-based products. | This area earns profit from the difference between insurance premiums collected and claims paid out. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2026-11-02 | When After Market | Estimate 1.87 | Actual - |
Profitability
Profit Margin -8.72% | Operating Margin (TTM) -26.36% |
Management Effectiveness
Return on Assets (TTM) -0.07% | Return on Equity (TTM) -25.13% |
Valuation
Trailing PE - | Forward PE 5.82 | Enterprise Value 5.74B | Price to Sales(TTM) 1.38 |
Enterprise Value 5.74B | Price to Sales(TTM) 1.38 | ||
Enterprise Value to Revenue 0.54 | Enterprise Value to EBITDA - | Shares Outstanding 272.77M | Shares Floating 252.96M |
Shares Outstanding 272.77M | Shares Floating 252.96M | ||
Percent Insiders 0.6 | Percent Institutions 102.15 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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