Equitable Holdings Inc

Chart & Performance

D1W1MN

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P/E

12.28

P/S

1.29

EPS

4.30

Div Yield, %

1.33%

Shrs. gr., 5y

-8.03%

Rev. gr., 5y

5.33%

Revenues

12.44b

+18.13%

Net income

1.31b

+0.38%

CFO

2.01b

Dividend

Aug 06, 20240.24 USD/sh

Earnings

Jul 28, 2025

Profile

Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through four segments: Individual Retirement, Group Retirement, Investment Management and Research, and Protection Solutions. The Individual Retirement segment offers a suite of variable annuity products primarily to affluent and high net worth individuals. The Group Retirement segment 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. The Investment Management and Research segment offers diversified investment management, research, and related solutions to various clients through institutional, retail, and private wealth management channels; and distributes its institutional research products and solutions. The Protection Solutions segment provides various variable universal life, indexed universal life, and term life products to help affluent and high net worth individuals, as well as small and medium-sized business owners; and a suite of life, short- and long-term disability, dental, and vision insurance products to small and medium-size businesses. 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.

URL

https://equitable.com/

IPO date

May 10, 2018

Employees

12,300

Domiciled in

Incorporated in

Valuation

Order:

Title USD in thousands, except ratios and share amounts	FY	FY	FY	FY	FY	FY	FY	FY	FY	FY
Title USD in thousands, except ratios and share amounts	2024‑12	2023‑12	2022‑12	2021‑12	2020‑12	2019‑12	2018‑12	2017‑12	2016‑12	2015‑12
Income
Revenues	12,437,000 18.13%	10,528,000 -16.74%	12,644,000 14.57%
Cost of revenue	4,882,000	9,992,000	4,400,000
Unusual Expense (Income)
NOPBT	7,555,000	536,000	8,244,000
NOPBT Margin	60.75%	5.09%	65.20%
Operating Taxes	288,000	(905,000)	598,000
Tax Rate	3.81%		7.25%
NOPAT	7,267,000	1,441,000	7,646,000
Net income	1,307,000 0.38%	1,302,000 -39.53%	2,153,000 -9,070.83%
Dividends	(302,000)	(381,000)	(374,000)
Dividend yield	1.97%	3.25%	3.43%
Proceeds from repurchase of equity	(1,069,000)	(919,000)	(849,000)
BB yield	6.98%	7.85%	7.79%
Debt
Debt current		254,000	759,000
Long-term debt	3,833,000	4,978,000	5,090,000
Deferred revenue
Other long-term liabilities		254,565,000	(1,150,000)
Net debt	2,205,000	(11,840,000)	(67,130,000)
Cash flow
Cash from operating activities	2,006,000	(208,000)	(851,000)
CAPEX		(117,000)	(167,000)
Cash from investing activities	340,000	(4,851,000)	(7,487,000)
Cash from financing activities	12,441,000	9,000,000	7,646,000
FCF	24,178,000	78,386,000	21,643,000
Balance
Cash	1,628,000	9,412,000	4,281,000
Long term investments		7,660,000	68,698,000
Excess cash	1,006,150	16,545,600	72,346,800
Stockholders' equity	3,447,000	6,542,000	4,594,000
Invested Capital	290,744,850	265,389,000	245,860,000
ROIC	2.61%	0.56%	2.92%
ROCE	159.05%	0.20%	3.29%
EV
Common stock shares outstanding	324,800	351,600	379,900
Price	47.17 41.65%	33.30 16.03%	28.70 -12.47%
Market cap	15,320,816 30.85%	11,708,280 7.38%	10,903,130 -20.34%
EV	19,032,816	3,939,280	(52,469,870)
EBITDA	7,555,000	1,348,000	9,058,000
EV/EBITDA	2.52	2.92
Interest	226,000	228,000	201,000
Interest/NOPBT	2.99%	42.54%	2.44%