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EQH 
Axa Equitable Holdings Inc (EQH)
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Upturn Advisory Summary
11/28/2025: EQH (2-star) is currently NOT-A-BUY. Pass it for now.
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 $64.17
1 Year Target Price $64.17
| 6 | Strong Buy |
| 2 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 33.11% | Avg. Invested days 62 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/28/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 13.99B USD | Price to earnings Ratio - | 1Y Target Price 64.17 |
Price to earnings Ratio - | 1Y Target Price 64.17 | ||
Volume (30-day avg) 10 | Beta 1.11 | 52 Weeks Range 40.72 - 55.97 | Updated Date 11/29/2025 |
52 Weeks Range 40.72 - 55.97 | Updated Date 11/29/2025 | ||
Dividends yield (FY) 2.22% | Basic EPS (TTM) -2.67 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-11-10 | When After Market | Estimate 1.7 | Actual 1.48 |
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 5.56 | Enterprise Value 7282180900 | Price to Sales(TTM) 1.14 |
Enterprise Value 7282180900 | Price to Sales(TTM) 1.14 | ||
Enterprise Value to Revenue 0.61 | Enterprise Value to EBITDA - | Shares Outstanding 286532039 | Shares Floating 284830039 |
Shares Outstanding 286532039 | Shares Floating 284830039 | ||
Percent Insiders 0.51 | Percent Institutions 102.68 |
Upturn AI SWOT
Axa Equitable Holdings Inc
Company Overview
History and Background
Axa Equitable Holdings Inc., now known as Equitable Holdings, was founded in 1859 as The Equitable Life Assurance Society of the United States. It demutualized and became a public company, later becoming part of the AXA Group before being spun off in an IPO in 2018. Significant milestones include expansion into diverse financial services and strategic acquisitions.
Core Business Areas
- Individual Retirement: Offers variable and fixed annuities for retirement planning.
- Group Retirement: Provides retirement plans for businesses and organizations.
- Investment Management and Research: Asset management services for institutional and individual investors through AB (AllianceBernstein).
- Protection Solutions: Offers life insurance products.
Leadership and Structure
The leadership team comprises seasoned executives with expertise in financial services. The organizational structure is a corporate hierarchy with distinct business units focused on specific financial products and services. The CEO is TBD.
Top Products and Market Share
Key Offerings
- Variable Annuities: Offers a range of variable annuities for retirement income. Competitors include Prudential Financial, MetLife, and Lincoln National. Market share fluctuates based on product performance and market conditions; estimated revenue for this product is approximately $3 Billion.
- Fixed Annuities: Provides fixed annuities, guaranteeing a specific rate of return. Competing against New York Life, MassMutual, and Pacific Life. Market share is sensitive to interest rate environments; revenue is estimated at $1.5 Billion.
- Retirement Plans: Offer 401(k) and other retirement plans for businesses. Competitors: Fidelity, Vanguard, T. Rowe Price. This segment brings in about $2 Billion in revenue annually.
- Life Insurance: Provides various life insurance policies, including term and whole life. Competitors: MetLife, Prudential, New York Life. Estimated revenue for this product is $1 Billion.
Market Dynamics
Industry Overview
The financial services industry is highly competitive and subject to economic cycles, interest rate fluctuations, and regulatory changes. Technological advancements and demographic shifts are also shaping the industry.
Positioning
Equitable Holdings is a leading player in the retirement and insurance sectors, leveraging its brand recognition and distribution network. It has a competitive advantage in certain annuity products and asset management through AB.
Total Addressable Market (TAM)
The total addressable market for retirement and insurance products is estimated to be in the trillions of dollars. Equitable Holdings is well-positioned to capture a portion of this TAM through its diverse product offerings and established presence.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Extensive distribution network
- Diversified product portfolio
- Experienced management team
- Asset management capabilities through AB
Weaknesses
- Exposure to market volatility
- Complex regulatory environment
- Sensitivity to interest rate changes
- Reliance on distribution partners
Opportunities
- Growing retirement market
- Increasing demand for financial planning services
- Expansion into new markets
- Technological innovation
- Strategic acquisitions
Threats
- Intense competition
- Economic downturns
- Regulatory changes
- Rising interest rates
- Cybersecurity risks
Competitors and Market Share
Key Competitors
- PRU
- MET
- LNC
- VOYA
Competitive Landscape
Equitable Holdings faces intense competition in the financial services industry. Its competitive advantages include its brand recognition and distribution network, while its weaknesses include exposure to market volatility and reliance on distribution partners.
Major Acquisitions
AllianceBernstein
- Year: 2000
- Acquisition Price (USD millions): 3500
- Strategic Rationale: Expanded asset management capabilities and provided access to institutional investors.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is tied to market conditions, product performance, and strategic initiatives. These will be updated after each company earnings report.
Future Projections: Future growth projections are based on analyst estimates, subject to change. Company announcements play a key roll.
Recent Initiatives: Recent strategic initiatives include product innovation, digital transformation, and cost optimization.
Summary
Equitable Holdings is a significant player in the retirement and insurance sectors, benefiting from a strong brand and diverse product portfolio. However, the company is exposed to market volatility and regulatory complexities. Its asset management arm, AB, provides a competitive edge, but the company must navigate a dynamic and competitive landscape to maintain growth. Recent initiatives like product innovation and digital transformation are crucial for future success.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Filings
- Analyst Reports
- Industry Research
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share percentages are estimates and may vary. Financial data is subject to change based on company reports and market conditions.
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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