Equities
FinancialsFinancial Services
  • Price (USD)27.50
  • Today's Change-0.39 / -1.40%
  • Shares traded4.26m
  • 1 Year change+5.49%
  • Beta--
Data delayed at least 15 minutes, as of Jan 15 2021 21:10 GMT.
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About the company

Equitable Holdings, Inc., formerly AXA Equitable Holdings, Inc., is a holding company that provides financial services. The Company comprises of financial advice, protection and retirement. The Company operates through four segments: Individual Retirement, Group Retirement, Investment Management and Research, and Protection Solutions. Individual Retirement segment provides a suit of variable annuity products, which are sold to the individuals saving for retirement or seeking guaranteed retirement income. Group Retirement segment provides tax-deferred investment products and solutions to employer-sponsored retirement plans sponsored by educational, municipalities, and small and medium-sized businesses. Investment Management and Research segment offers diversified investment management, and research products and services. Protection Solutions segment includes its life insurance and employee benefits businesses.

  • Revenue in USD (TTM)13.38bn
  • Net income in USD-381.00m
  • Incorporated2003
  • Employees12.30k
  • Location
    Equitable Holdings Inc1290 AVENUE OF THE AMERICASNEW YORK 10104-0101United StatesUSA
  • Phone+1 (212) 554-1234
  • Fax+1 (302) 636-5454
  • Websitehttps://equitableholdings.com/
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Peer analysis

Key Information
CompanyRevenue (TTM)Net income (TTM)Market capEmployeesPrice/earnings (TTM)Price/book value (MRQ)Price/cash flow (TTM)Price/sales (TTM)EPS (excl. extraordinary items, TTM)EPS (incl. extraordinary items, TTM)Revenue per share (TTM)Book value per share (MRQ)Asset turnover (TTM)Inventory turnover (TTM)Receivables turnover (TTM)Revenues per employee (TTM)Return on avg assets (TTM)Return on avg assets (5 yr avg)Return on investment (TTM)Return on investment (5 yr avg)Gross margin (TTM)Gross margin
(5 yr avg)
Net profit margin (TTM)Net Profit margin
(5 yr avg)
Quick ratio (MRQ)Interest coverage (TTM)Total debt to capital (MRQ)Payout ratio
(5 yr avg)
Revenue
(YOY change %)
Revenue
(5 yr growth rate)
Net income
(YOY change %)
Net income
(5 yr growth rate)
Capital expenditure
(5 yr growth rate)
Dividend
(5 yr growth rate)
Jefferies Financial Group Inc6.12bn647.34m6.81bn4.80k12.120.73428.441.112.202.2220.4036.300.1212--1.131,275,073.001.280.75692.051.1372.9951.6010.585.93--10.630.698336.236.13-16.18227.1234.44-17.3114.87
Voya Financial Inc6.22bn68.00m7.59bn6.00k144.440.7858--1.220.4162-9.6747.4376.500.0368----1,036,667.000.08510.2054--------2.325.23--1.780.22245.094.85-7.3194.07-21.43--51.57
Eaton Vance Corp1.73bn138.52m8.28bn1.98k59.536.2630.234.791.211.2115.5111.540.376--7.10872,599.605.4510.586.6013.1483.7483.1214.4820.48--9.410.59650.572.804.28-65.37-9.3612.888.45
SEI Investments Company1.66bn448.83m8.85bn3.72k20.605.1216.655.322.972.9811.0311.970.8063--4.16446,713.2021.7523.1824.5327.1583.4580.8926.9827.36----0.0022.351.585.44-0.9039.434.038.45
Invesco Ltd.6.26bn493.50m8.99bn8.75k18.280.906213.121.441.071.0713.5830.340.1693--6.24709,477.401.953.142.985.3368.5569.8911.4916.98--21.990.373756.2815.123.45-36.97-10.65-1.374.76
Morningstar, Inc.1.34bn175.90m9.53bn7.69k54.728.1030.457.104.074.0730.9827.470.5537--6.89199,124.207.2510.909.1114.3959.0858.3813.0916.08----0.291827.3815.609.18-15.8414.196.5310.49
LPL Financial Holdings Inc5.74bn487.77m9.54bn4.35k20.017.9014.431.666.026.0270.8315.230.97--5.401,321,265.008.256.3213.269.2098.7998.758.506.79--6.780.685528.068.415.1627.4025.759.650.8198
Futu Holdings Ltd314.10m105.05m9.60bn847.0087.2812.10--30.550.81230.81232.465.860.0525--0.9508370,839.401.80--20.43--77.80--34.37----1,163.770.8425--30.84--287.57------
Cboe Global Markets Inc3.18bn466.00m10.91bn823.0023.853.2717.383.434.234.2328.9130.880.5734--12.263,865,735.008.429.839.5710.8338.5851.1314.6815.89--22.580.219239.61-9.8532.24-11.7014.62-6.8911.43
Carlyle Group Inc1.88bn-178.90m11.80bn1.78k--5.34--6.28-0.5951-0.59516.366.260.1337--7.621,059,268.00-1.513.31-2.325.3642.5068.32-11.2920.66---1.560.749102.2239.13-2.74271.6932.51-1.31-8.89
Ares Management Corp1.55bn79.89m12.03bn1.20k95.3114.2668.717.780.48820.488211.174.420.1166--10.921,288,509.001.262.291.663.160.8672--10.7816.69--10.830.8083152.8584.2023.93321.2427.850.157924.18
Equitable Holdings Inc13.38bn-381.00m12.31bn12.30k--0.76815.090.9202-0.7522-0.752229.1438.900.0528--2.041,087,886.00-0.0213---0.0225--40.5852.98-0.40366.52----0.366318.7410.041.99-199.20--0.2165--
Franklin Resources, Inc.5.57bn783.10m13.42bn11.80k16.701.3014.332.411.591.5911.3120.430.3204--5.46471,737.304.538.975.8910.85----14.1423.81--40.640.274263.06-1.82-6.88-33.86-17.288.5513.42
Raymond James Financial, Inc.8.17bn817.00m14.24bn14.80k17.791.9915.201.745.825.8258.2152.100.1893--3.03551,891.901.902.228.058.8795.4795.2410.0111.18----0.806920.511.819.00-20.8310.3010.8415.68
Tradeweb Markets Inc856.89m168.51m14.79bn919.0069.383.6441.1417.260.93660.93664.7117.840.1536--1.72932,416.803.75--5.52------24.42------0.00--17.94--8.50------
Data as of Jan 15 2021. Currency figures normalised to Equitable Holdings Inc's reporting currency: US Dollar USD

Institutional shareholders

52.79%Per cent of shares held by top holders
HolderShares% Held
T. Rowe Price Associates, Inc. (Investment Management)as of 30 Sep 202052.93m11.90%
The Vanguard Group, Inc.as of 30 Sep 202041.32m9.29%
Norges Bank Investment Managementas of 31 Dec 201924.35m5.48%
Invesco Advisers, Inc.as of 30 Sep 202022.21m5.00%
Pzena Investment Management LLCas of 30 Sep 202020.64m4.64%
Wellington Management Co. LLPas of 30 Sep 202016.80m3.78%
Canada Pension Plan Investment Boardas of 30 Sep 202016.76m3.77%
BlackRock Fund Advisorsas of 30 Sep 202016.14m3.63%
Hotchkis & Wiley Capital Management LLCas of 30 Sep 202012.50m2.81%
Citadel Advisors LLCas of 30 Sep 202011.08m2.49%
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Data from 31 Dec 2019 - 30 Sep 2020Source: FactSet Research Systems Inc.
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