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Upturn AI SWOT - About
EQH 
Axa Equitable Holdings Inc (EQH)
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Upturn Advisory Summary
10/24/2025: 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
1 Year Target Price $65
| 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 10/24/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 14.64B USD | Price to earnings Ratio 37.89 | 1Y Target Price 65 |
Price to earnings Ratio 37.89 | 1Y Target Price 65 | ||
Volume (30-day avg) 10 | Beta 1.09 | 52 Weeks Range 40.96 - 56.31 | Updated Date 10/25/2025 |
52 Weeks Range 40.96 - 56.31 | Updated Date 10/25/2025 | ||
Dividends yield (FY) 2.09% | 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 37.89 | Forward PE 5.82 | Enterprise Value 8262656528 | Price to Sales(TTM) 1.05 |
Enterprise Value 8262656528 | Price to Sales(TTM) 1.05 | ||
Enterprise Value to Revenue 0.61 | Enterprise Value to EBITDA - | Shares Outstanding 299536468 | Shares Floating 297553537 |
Shares Outstanding 299536468 | Shares Floating 297553537 | ||
Percent Insiders 0.49 | Percent Institutions 102.82 |
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. Over time, it evolved through various ownership structures and became part of the global Axa Group. In 2018, Axa Equitable Holdings completed its initial public offering (IPO) and began trading as EQH, separating from its parent company.
Core Business Areas
- Individual Retirement: Provides annuity products designed to help individuals plan for and manage their retirement income. Includes variable, fixed, and indexed annuities.
- Group Retirement: Offers retirement plans to businesses and organizations, including 401(k), 403(b), and defined benefit plans.
- Investment Management and Research: AllianceBernstein (AB), a global investment management firm, manages assets for both Axa Equitable and external clients.
- Protection Solutions: Provides life insurance and other protection products to help individuals and families manage financial risks.
Leadership and Structure
The company is led by an executive team typically headed by a Chief Executive Officer (CEO). The organizational structure includes various business units and functional departments reporting to the executive leadership. The board of directors provides oversight and governance.
Top Products and Market Share
Key Offerings
- Variable Annuities: These contracts allow investors to allocate premiums to various investment options, offering the potential for growth but also carrying market risk. Competitors include Prudential (PRU), MetLife (MET), and Lincoln National (LNC). While specific market share data fluctuates, Axa Equitable is a major player in the variable annuity market.
- Fixed Index Annuities (FIAs): These annuities offer returns linked to the performance of a market index, providing downside protection. Competitors include Athene, Allianz Life, and Pacific Life. Market share data is competitive and varies by product features and distribution channels.
- Retirement Plans: Axa Equitable offers 401(k), 403(b) and other retirement plans to businesses. Competitors include Fidelity, Vanguard, and T. Rowe Price.
- Life Insurance: Axa Equitable provides life insurance policies to protect families' financial future. Competitors include New York Life, Northwestern Mutual, and MassMutual.
Market Dynamics
Industry Overview
The financial services industry, particularly the retirement and insurance sectors, is characterized by increasing competition, evolving regulatory landscapes, demographic shifts (aging population), and technological advancements. Interest rate fluctuations significantly impact profitability.
Positioning
Axa Equitable Holdings Inc. holds a strong position in the retirement and insurance markets, leveraging its brand recognition, distribution network, and product offerings. Its competitive advantages include its relationship with AllianceBernstein for investment management and its focus on financial planning and advice.
Total Addressable Market (TAM)
The TAM for retirement and insurance products is estimated to be in the trillions of dollars globally. EQH is positioned to capture a share of this market through its retirement and protection solutions.
Upturn SWOT Analysis
Strengths
- Strong Brand Recognition
- Extensive Distribution Network
- Diverse Product Portfolio
- Relationship with AllianceBernstein
- Strong Capital Position
Weaknesses
- Exposure to Market Volatility
- Complex Regulatory Environment
- High Operating Expenses
- Sensitivity to Interest Rate Changes
Opportunities
- Growing Retirement Market
- Increasing Demand for Financial Planning
- Expansion into New Markets
- Technological Innovation in Product Development
- Strategic Acquisitions
Threats
- Increased Competition
- Regulatory Changes
- Economic Downturns
- Low Interest Rate Environment
- Changing Consumer Preferences
Competitors and Market Share
Key Competitors
- Prudential Financial Inc (PRU)
- MetLife Inc (MET)
- Lincoln National Corporation (LNC)
Competitive Landscape
Axa Equitable competes with other major insurance and retirement companies based on product features, pricing, distribution network, and brand reputation. Axa Equitable's access to AllianceBernstein offers a competitive advantage in investment management.
Major Acquisitions
CarVal Investors
- Year: 2021
- Acquisition Price (USD millions): 750
- Strategic Rationale: Expanded alternative investment capabilities.
Growth Trajectory and Initiatives
Historical Growth: Historical growth can be analyzed by examining revenue, earnings, and assets under management (AUM) over the past several years.
Future Projections: Analyst estimates for future growth can be found in financial research reports and news articles.
Recent Initiatives: Recent strategic initiatives include product innovation, expansion of distribution channels, and cost-saving measures.
Summary
Axa Equitable Holdings is a major player in the retirement and insurance markets with a strong brand and distribution network. The company faces challenges related to market volatility and regulatory complexity. Growth opportunities exist in the expanding retirement market and through technological innovation. EQH should continue to diversify its products and manage expenses effectively.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings (10-K, 10-Q)
- Company Website
- Financial News Articles
- Analyst Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor. Market share data is approximate and may vary based on different sources.
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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