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EQH 
Axa Equitable Holdings Inc (EQH)
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Upturn Advisory Summary
12/09/2025: 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 $64.27
1 Year Target Price $64.27
| 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 12/09/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 13.79B USD | Price to earnings Ratio - | 1Y Target Price 64.27 |
Price to earnings Ratio - | 1Y Target Price 64.27 | ||
Volume (30-day avg) 10 | Beta 1.12 | 52 Weeks Range 40.72 - 55.97 | Updated Date 12/8/2025 |
52 Weeks Range 40.72 - 55.97 | Updated Date 12/8/2025 | ||
Dividends yield (FY) 2.27% | 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 5.82 | Enterprise Value 7041493988 | Price to Sales(TTM) 1.13 |
Enterprise Value 7041493988 | Price to Sales(TTM) 1.13 | ||
Enterprise Value to Revenue 0.59 | Enterprise Value to EBITDA - | Shares Outstanding 286532039 | Shares Floating 284623736 |
Shares Outstanding 286532039 | Shares Floating 284623736 | ||
Percent Insiders 0.51 | Percent Institutions 102.66 |
Upturn AI SWOT
Axa Equitable Holdings Inc
Company Overview
History and Background
Axa Equitable Holdings, Inc. (EQH) was established as a publicly traded entity in 2018 when AXA S.A. spun off its U.S. operations. Prior to this, it operated as the U.S. division of the French multinational insurance firm AXA. Significant milestones include its IPO in May 2018, marking its independence, and the subsequent rebranding to Equitable Holdings, Inc. in 2020, to emphasize its long-standing U.S. heritage. The company traces its roots back to the Equitable Life Assurance Society, founded in 1859.
Core Business Areas
- Retirement: Provides a broad range of retirement savings products and services, including variable annuities, fixed annuities, and other retirement income solutions, primarily to individuals and small businesses.
- Protection Solutions: Offers life insurance products, such as term life, universal life, and variable universal life insurance, designed to provide financial security and wealth transfer for individuals and families.
- Investment Management: Through its subsidiary AXA Investment Managers, it offers investment management services and products, including mutual funds and other investment vehicles, catering to institutional and retail clients.
Leadership and Structure
Equitable Holdings, Inc. is led by a Board of Directors and a senior management team. Key executives include the Chief Executive Officer, Chief Financial Officer, and heads of its major business segments. The company operates through its principal subsidiaries, Equitable Financial Life Insurance Company and AXA Distributors, LLC, among others. Following the spin-off, AXA S.A. retained a minority stake for a period, which has since been further reduced.
Top Products and Market Share
Key Offerings
- Product Name 1: Variable Annuities. These are complex insurance contracts that offer investment options, tax-deferred growth, and a stream of income in retirement. Market share data is not publicly detailed for specific annuity products, but competitors include major financial institutions like Prudential Financial, New York Life, and MetLife. Equitable is a significant player in the U.S. annuity market.
- Product Name 2: Life Insurance (Term, Universal, Variable Universal). These products provide death benefits and can include cash value accumulation. Competitors include virtually all major life insurance companies in the U.S. such as Northwestern Mutual, John Hancock, and MassMutual. Equitable holds a notable position in the U.S. life insurance sector.
Market Dynamics
Industry Overview
The life insurance and retirement services industry is highly competitive and mature, influenced by interest rate environments, regulatory changes, and evolving consumer preferences. There is a growing demand for retirement income solutions and personalized financial planning. The industry is also undergoing digital transformation to enhance customer experience and operational efficiency.
Positioning
Equitable Holdings is positioned as a leading provider of retirement and protection solutions with a long-standing brand reputation. Its competitive advantages include a diversified product portfolio, a strong distribution network, and a focus on long-term financial security. However, it faces intense competition from established financial institutions and newer FinTech companies.
Total Addressable Market (TAM)
The total addressable market for retirement savings and life insurance in the U.S. is substantial, estimated in the trillions of dollars, encompassing both individual and institutional segments. Equitable Holdings, as a significant player, aims to capture a substantial portion of this market through its comprehensive offerings and strategic partnerships.
Upturn SWOT Analysis
Strengths
- Strong brand recognition and long history in the U.S. market.
- Diversified product portfolio catering to retirement and protection needs.
- Established distribution channels through financial advisors and institutional partnerships.
- Significant asset management capabilities.
Weaknesses
- Dependence on variable annuity sales, which can be sensitive to market volatility.
- Potential for lower profit margins compared to pure investment or insurance businesses.
- Legacy systems and operational complexities that may hinder agility.
Opportunities
- Growing demand for retirement solutions, especially among aging demographics.
- Expansion into new distribution channels and digital platforms.
- Leveraging investment management expertise to attract new assets.
- Strategic acquisitions or partnerships to enhance product offerings or market reach.
Threats
- Sustained low interest rate environment impacting investment returns.
- Increasing regulatory scrutiny and compliance costs.
- Intensifying competition from established players and new entrants.
- Economic downturns leading to reduced consumer spending on financial products.
Competitors and Market Share
Key Competitors
- Prudential Financial (PRU)
- New York Life Insurance Company (Mutual Company, no direct symbol)
- MetLife (MET)
- Northwestern Mutual (Mutual Company, no direct symbol)
- MassMutual (Mutual Company, no direct symbol)
- Lincoln National Corporation (LNC)
- Voya Financial (VOYA)
Competitive Landscape
Equitable Holdings holds a significant position but faces intense competition. Its advantages lie in its diversified offerings and established brand. However, it competes with larger, diversified financial institutions and mutual companies that may have different capital structures and market access. The landscape is characterized by product innovation, pricing competition, and the increasing importance of digital customer engagement.
Growth Trajectory and Initiatives
Historical Growth: Equitable Holdings has experienced growth driven by its retirement and protection solutions, along with its investment management segment. The company has focused on expanding its client base and product offerings through organic growth and strategic initiatives.
Future Projections: Analyst projections typically forecast moderate growth for Equitable Holdings, driven by increasing demand for retirement solutions and potential market share gains. Factors influencing projections include interest rate trends, regulatory environment, and the company's ability to innovate and adapt to market changes.
Recent Initiatives: Recent initiatives have likely included efforts to streamline operations, enhance digital capabilities, and expand product offerings in areas like guaranteed income solutions and fee-based advisory services to adapt to evolving client needs and market trends.
Summary
Equitable Holdings, Inc. is a well-established financial services company focused on retirement and protection solutions. Its strengths lie in its brand, diverse product portfolio, and distribution network. However, it faces challenges from market volatility, low interest rates, and intense competition. The company's future success depends on its ability to navigate these challenges by innovating, expanding digital capabilities, and effectively capturing the growing demand for retirement security.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Investor Relations Filings (SEC)
- Financial News Outlets (e.g., Bloomberg, Wall Street Journal)
- Industry Analysis Reports
- Financial Data Aggregators
Disclaimers:
This JSON output is generated for informational purposes only and does not constitute financial advice. Market share data and TAM estimates are approximations based on publicly available information and may vary. Specific financial metrics and projections should be verified with official company reports and professional financial advisors. Past performance is not indicative of future results.
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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