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Axa Equitable Holdings Inc

Financial Services US EQH

41.64USD
0.32(0.77%)

Last update at 2026-06-09T17:54:00Z

Day Range

40.9542.30
LowHigh

52 Week Range

35.8855.74
LowHigh

Fundamentals

  • Previous Close 41.32
  • Market Cap16285.73M
  • Volume1549179
  • P/E Ratio14.44
  • Dividend Yield1.79%
  • EBITDA3403.00M
  • Revenue TTM15105.00M
  • Revenue Per Share TTM47.86
  • Gross Profit TTM 4832.00M
  • Diluted EPS TTM3.71

Source: TradingView
The charts and visual representations are sourced from TradingView through embedded widgets. For any issues with chart display, please visit the TradingView website

Financials

Income Statement

Balance Sheet

Change in Cash

Total Operating Cash

Dividends Paid

Breakdown 2022-12-31 2021-12-31 2020-12-31 2019-12-31 2018-12-31
Type yearly yearly yearly yearly yearly
Date 2022-12-31 2021-12-31 2020-12-31 2019-12-31 2018-12-31
Income before tax 2992.00M -169.00000M -1093.00000M -2035.00000M 2461.00M
Minority interest -241.00000M -415.00000M 299.00M 1956.00M 1753.00M
Net income 2153.00M -24.00000M -349.00000M -1436.00000M 1820.00M
Selling general administrative 2201.00M 2360.00M 2096.00M 2081.00M 2079.00M
Selling and marketing expenses - - - - -
Gross profit 10445.00M 6567.00M 8619.00M 5618.00M 8190.00M
Reconciled depreciation 814.00M 497.00M 1757.00M 657.00M 257.00M
Ebit 2485.00M -1379.00000M -1968.00000M -2886.00000M 2358.00M
Ebitda 3299.00M -882.00000M -211.00000M -2229.00000M 2615.00M
Depreciation and amortization 814.00M 497.00M 1757.00M 657.00M 257.00M
Non operating income net other - - - - -
Operating income 2485.00M -1379.00000M -1968.00000M -2886.00000M 2358.00M
Other operating expenses 9652.00M 11205.00M 13508.00M 11626.00M 9617.00M
Interest expense 201.00M 244.00M 200.00M 221.00M 231.00M
Tax provision 499.00M -145.00000M -744.00000M -599.00000M 380.00M
Interest income 1495.00M 4709.00M 1922.00M 4221.00M 462.00M
Net interest income -201.00000M -244.00000M -200.00000M -221.00000M -231.00000M
Extraordinary items - - - 66.00M 73.00M
Non recurring - - - - -
Other items - - - - -
Income tax expense 598.00M -145.00000M -744.00000M -599.00000M 307.00M
Total revenue 12644.00M 11036.00M 12415.00M 9591.00M 12078.00M
Total operating expenses -7960.00000M -12415.00000M -14383.00000M -12477.00000M -9720.00000M
Cost of revenue 2199.00M 4469.00M 3796.00M 3973.00M 3888.00M
Total other income expense net 507.00M 1210.00M 875.00M 851.00M 516.00M
Discontinued operations - - - - -
Net income from continuing ops 2026.00M -24.00000M -349.00000M -1436.00000M 2154.00M
Net income applicable to common shares 1705.00M -518.00000M -701.00000M -1764.00000M 1855.00M
Preferred stock and other adjustments 80.00M 79.00M 53.00M - -
Breakdown 2024-12-31 2023-12-31 2022-12-31 2021-12-31 2020-12-31
Type yearly yearly yearly yearly yearly
Date 2024-12-31 2023-12-31 2022-12-31 2021-12-31 2020-12-31
Total assets 287627.00M 276814.00M 252702.00M 292262.00M 282273.00M
Intangible assets - 5433.00M 5482.00M 4728.00M 4737.00M
Earning assets - - - - -
Other current assets - 18791.00M -3152.00000M -6659.00000M -93242.00000M
Total liab 284059.00M 271656.00M 249106.00M 278699.00M 264953.00M
Total stockholder equity 1585.00M 2649.00M 1401.00M 11519.00M 15576.00M
Deferred long term liab - - 8210.00M 5491.00M 749.00M
Other current liab -4115.00000M 2201.00M -714.00000M -2756.00000M -2824.00000M
Common stock 5.00M 5.00M 4.00M 4.00M 5.00M
Capital stock 1512.00M 1567.00M 1566.00M 1566.00M 1274.00M
Retained earnings 10647.00M 10243.00M 9825.00M 8880.00M 10699.00M
Other liab - - 232417.00M 272294.00M 251135.00M
Good will - 5144.00M 5135.00M 4605.00M 4597.00M
Other assets 202053.00M 5296.00M 81144.00M 181605.00M 93459.00M
Cash 6964.00M 8239.00M 4281.00M 5188.00M 6179.00M
Cash and equivalents - - 4281.00M 5188.00M 6179.00M
Total current liabilities 4115.00M 5137.00M 3007.00M 2756.00M 2824.00M
Current deferred revenue - - 714.00M - -1291.00000M
Net debt -1015.00000M -2606.00000M 950.00M -66.00000M -2064.00000M
Short term debt - 254.00M 759.00M 92.00M 4115.00M
Short long term debt 0.00000M 254.00M 759.00M 92.00M -
Short long term debt total 3833.00M 5633.00M 5231.00M 5122.00M 4115.00M
Other stockholder equity -1862.00000M -1384.00000M -998.00000M -931.00000M -260.00000M
Property plant equipment - - 562.00M 637.00M 470.00M
Total current assets 83605.00M 28203.00M 97378.00M 22466.00M 94995.00M
Long term investments 85018.00M 75235.00M 93097.00M 105111.00M 109087.00M
Net tangible assets - - -3369.00000M 5229.00M 10982.00M
Short term investments 76641.00M 1509.00M 64869.00M 79857.00M 82027.00M
Net receivables 8044.00M 12239.00M 11590.00M 17278.00M 6789.00M
Long term debt 5949.00M 5379.00M 4472.00M 5030.00M 4115.00M
Inventory - -87508.00000M - - -
Accounts payable 4115.00M 2682.00M 2248.00M 2664.00M 2824.00M
Total permanent equity - - - - -
Noncontrolling interest in consolidated entity - - 1740.00M 1576.00M 1601.00M
Temporary equity redeemable noncontrolling interests - - - - -
Accumulated other comprehensive income -8712.00000M -7777.00000M -8992.00000M 2004.00M 3863.00M
Additional paid in capital - - - - -
Common stock total equity - - 4.00M 4.00M 5.00M
Preferred stock total equity - - - - -
Retained earnings total equity - - 9924.00M 8880.00M 10699.00M
Treasury stock - - -3297.00000M -2850.00000M -2245.00000M
Accumulated amortization - - - - -
Non currrent assets other -38916.00000M 229706.00M -714.00000M -88191.00000M -93819.00000M
Deferred long term asset charges - - - - -
Non current assets total 1969.00M 243315.00M 74180.00M 88191.00M 93819.00M
Capital lease obligations - - - - -
Long term debt total - - 3322.00M 3931.00M 4115.00M
Breakdown 2022-12-31 2021-12-31 2020-12-31 2019-12-31 2018-12-31
Type yearly yearly yearly yearly yearly
Date 2022-12-31 2021-12-31 2020-12-31 2019-12-31 2018-12-31
Investments -7477.00000M -11550.00000M -7416.00000M -8183.00000M -3400.00000M
Change to liabilities 702.00M -524.00000M 1592.00M 1117.00M 462.00M
Total cashflows from investing activities -7487.00000M -12689.00000M -7823.00000M -8496.00000M -2049.00000M
Net borrowings 104.00M -188.00000M 300.00M -906.00000M -250.00000M
Total cash from financing activities 7646.00M 12511.00M 9674.00M 8705.00M 1655.00M
Change to operating activities -2014.00000M -1525.00000M 14.00M -40.00000M -1859.00000M
Net income 2026.00M -24.00000M -349.00000M -1436.00000M 2154.00M
Change in cash -907.00000M -991.00000M 1774.00M -64.00000M -345.00000M
Begin period cash flow 5188.00M 6179.00M 4405.00M 4469.00M 4814.00M
End period cash flow 4281.00M 5188.00M 6179.00M 4405.00M 4469.00M
Total cash from operating activities -851.00000M -756.00000M -61.00000M -216.00000M 61.00M
Issuance of capital stock 0.00000M 293.00M 494.00M 775.00M -
Depreciation 814.00M 497.00M 1757.00M 657.00M 257.00M
Other cashflows from investing activities -10.00000M -1139.00000M -407.00000M -313.00000M 1351.00M
Dividends paid 374.00M 375.00M 350.00M 285.00M 157.00M
Change to inventory - - - - -
Change to account receivables -1106.00000M -1077.00000M -401.00000M -146.00000M -191.00000M
Sale purchase of stock -849.00000M -1637.00000M -430.00000M -1350.00000M -648.00000M
Other cashflows from financing activities 8912.00M 13621.00M 10454.00M 10498.00M 2714.00M
Change to netincome -2793.00000M 1526.00M -1136.00000M 865.00M -1801.00000M
Capital expenditures 167.00M 120.00M 107.00M 93.00M 123.00M
Change receivables -1106.00000M -1077.00000M -401.00000M -146.00000M -191.00000M
Cash flows other operating 320.00M -657.00000M 233.00M -616.00000M -820.00000M
Exchange rate changes - - - - -12.00000M
Cash and cash equivalents changes -692.00000M -934.00000M 1790.00M -7.00000M -345.00000M
Change in working capital -1453.00000M -2107.00000M 110.00M -551.00000M -388.00000M
Stock based compensation 286.00M 226.00M 210.00M 278.00M 228.00M
Other non cash items -2524.00000M -3639.00000M -3677.00000M -3738.00000M -3824.00000M
Free cash flow -1018.00000M -876.00000M -168.00000M -309.00000M -62.00000M

Peer Comparison

Sector: Financial Services Industry: Asset Management

Company Change (USD) Price (USD) Trailing PE (x) Forward PE (x) Price Sales TTM (x) Price to Book Value (x) Enterprise Value to Revenue (x)
EQH
Axa Equitable Holdings Inc
0.32 0.77% 41.64 14.44 7.18 1.08 18.22 1.10
BLK
BlackRock Inc
11.68 1.17% 1006.45 26.25 19.57 6.33 2.90 6.35 17.13
BX
Blackstone Group Inc
5.46 4.79% 119.66 33.20 20.12 11.05 11.56 9.14 15.74
BN
Brookfield Corp
1.07 2.42% 45.30 94.78 11.89 1.35 2.37 4.58 10.79
IVSXF
Investor AB (publ)
-0.36 0.89% 40.05 20.83 - 0.88 1.11 10.01 1.68

Reports Covered

Stock Research & News

Profile

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.

Axa Equitable Holdings Inc

1345 Avenue Of The Americas, New York, NY, United States, 10105

Key Executives

Name Title Year Born
Mr. Robin Matthew Raju Sr. EVP & CFO 1983
Mr. Mark Pearson Pres, CEO & Director 1958
Mr. Jeffrey Joy Hurd J.D. Sr. EVP & COO 1967
Mr. Nicholas Burritt Lane Pres of Equitable, Sr. EVP & Head of Retirement, Wealth Management & Protection Solutions 1974
Mr. Seth Perry Bernstein Pres & CEO of AllianceBernstein Corp. 1961
Mr. William James Eckert IV Sr. VP, Chief Accounting Officer & Controller 1963
Isil Muderrisoglu Head of Investor Relations NA
Mr. Jose Ramon Gonzalez Esq. Sr. EVP, Chief Legal Officer & Corp. Sec. 1967
Ms. Constance K. Weaver Chief Marketing Officer 1952
Ms. Stephanie Withers Chief Auditor NA

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