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Upturn AI SWOT - About
EQH 
Axa Equitable Holdings Inc (EQH)
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Upturn Advisory Summary
09/12/2025: EQH (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
10 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $65.7
1 Year Target Price $65.7
| 6 | Strong Buy |
| 2 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 31.26% | 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 09/12/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 16.19B USD | Price to earnings Ratio 41.9 | 1Y Target Price 65.7 |
Price to earnings Ratio 41.9 | 1Y Target Price 65.7 | ||
Volume (30-day avg) 10 | Beta 1.15 | 52 Weeks Range 39.58 - 56.31 | Updated Date 09/14/2025 |
52 Weeks Range 39.58 - 56.31 | Updated Date 09/14/2025 | ||
Dividends yield (FY) 1.89% | Basic EPS (TTM) 1.29 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 3.59% | Operating Margin (TTM) -12.79% |
Management Effectiveness
Return on Assets (TTM) 0.33% | Return on Equity (TTM) 25.01% |
Valuation
Trailing PE 41.9 | Forward PE 6.25 | Enterprise Value 9367946095 | Price to Sales(TTM) 1.16 |
Enterprise Value 9367946095 | Price to Sales(TTM) 1.16 | ||
Enterprise Value to Revenue 0.69 | Enterprise Value to EBITDA - | Shares Outstanding 299536000 | Shares Floating 297766207 |
Shares Outstanding 299536000 | Shares Floating 297766207 | ||
Percent Insiders 0.5 | Percent Institutions 100.65 |
Upturn AI SWOT
Axa Equitable Holdings Inc
Company Overview
History and Background
Axa Equitable Holdings, Inc., traces its roots back to 1859 with the founding of The Equitable Life Assurance Society of the United States. It underwent several transformations, becoming a subsidiary of AXA S.A. In 2018, it completed its initial public offering and rebranded. In 2020 it was rebranded again to become Equitable Holdings, Inc.
Core Business Areas
- Individual Retirement: Provides annuities, designed to help individuals save for retirement.
- Group Retirement: Offers retirement plans to employers, including 401(k) and other defined contribution plans.
- Investment Management and Research: Through its AB (AllianceBernstein) subsidiary, provides investment management services to institutional and retail clients.
- Protection Solutions: Provides life insurance products to help individuals protect their families and loved ones.
Leadership and Structure
Equitable Holdings, Inc. is led by a Board of Directors and a senior management team. The CEO is Mark Pearson. The organizational structure includes various departments such as Finance, Legal, Operations, and Technology, each responsible for specific aspects of the company's operations.
Top Products and Market Share
Key Offerings
- Market Share (%): 10.5
- Variable Annuities: These annuities offer investment options within the contract, with returns based on the performance of underlying investments. Equitable holds a significant market share in this space. Competitors include Prudential, Lincoln National, and Jackson National.
- Fixed Index Annuities: These annuities offer returns linked to a market index, providing potential for growth with some downside protection. Competitors include Athene, Allianz Life, and Pacific Life. Competitors: Athene, Allianz Life, Pacific Life.
- Market Share (%): 3.5
- Life Insurance: Equitable offers a range of life insurance products, including term, whole, and universal life insurance. The competitive landscape includes Prudential, New York Life, and MassMutual.
- Market Share (%): 0.7
Market Dynamics
Industry Overview
The financial services industry, particularly the retirement and insurance segments, is influenced by factors such as interest rates, regulatory changes, demographic trends (aging population), and market volatility. Increased demand for retirement planning products and volatility in the markets have an influence.
Positioning
Equitable Holdings, Inc. is a major player in the retirement and insurance market. Its competitive advantages include its strong brand recognition, extensive distribution network, and diverse product portfolio. Focus is on retirement sector.
Total Addressable Market (TAM)
The total addressable market for retirement savings and insurance products is substantial, estimated at trillions of dollars globally. Equitable is well-positioned to capture a share of this market through its various products and distribution channels, as well as the growing demand for retirement income and insurance products.
Upturn SWOT Analysis
Strengths
- Strong Brand Recognition
- Extensive Distribution Network
- Diverse Product Portfolio
- Strong relationship with Alliance Bernstein
Weaknesses
- Exposure to Market Volatility
- Complex Product Offerings
- Regulatory Scrutiny
- High sensitivity to interest rate fluctuations
Opportunities
- Growing Retirement Market
- Increasing Demand for Financial Planning
- Expansion into New Markets
- Technological Advancements in Fintech Sector
Threats
- Intense Competition
- Changing Regulatory Landscape
- Economic Downturn
- Cybersecurity Risks
Competitors and Market Share
Key Competitors
- PRU
- LNC
- JHG
- NNY
Competitive Landscape
Equitable faces competition from various established players. Advantages include its long history and strong brand, while disadvantages may include regulatory scrutiny, a complex product portfolio, and sensitivity to market volatility compared to its competitors.
Major Acquisitions
Lexington Partners
- Year: 2021
- Acquisition Price (USD millions): 510
- Strategic Rationale: Acquisition of leading secondary private equity and co-investment funds manager. This strategic move expanded EQH's alternative investment capabilities and diversified revenue streams.
Growth Trajectory and Initiatives
Historical Growth: Historical growth data not populated due to lack of specific up-to-date financial data and real-time API access.
Future Projections: Future projections data not populated due to lack of specific up-to-date financial data and real-time API access.
Recent Initiatives: Focus on expanding digital capabilities and enhance customer experience. Also on diversifying investment management strategies to focus on high growth sectors.
Summary
Equitable Holdings, Inc. possesses a well-established position in the retirement and insurance market, supported by its strong brand and distribution network. However, they face increasing competition and exposure to market volatility. Diversifying their products and leveraging technological advancements are crucial for future growth. It is considered moderately strong due to market share and overall industry position.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Market Research Reports
- Analyst Estimates
- Company Website
Disclaimers:
This analysis is based on publicly available information and should not be considered 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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