Equities

Equitable Holdings Inc

Equitable Holdings Inc

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FinancialsFinancial Services
  • Price (USD)19.42
  • Today's Change0.31 / 1.62%
  • Shares traded1.92m
  • 1 Year change-5.50%
  • Beta--
Data delayed at least 15 minutes, as of Jun 01 2020 21:10 BST.
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Profile data is unavailable for this security.

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)13.44bn
  • Net income in USD4.44bn
  • 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)
Legg Mason Inc2.92bn243.27m4.39bn3.25k17.921.1511.801.502.782.7833.4143.210.3699--7.01--3.851.764.952.1785.8683.5610.424.76--5.790.3031114.650.64980.7204895.811.06-8.3526.04
Virtu Financial Inc2.17bn162.38m4.60bn1.01k17.844.1310.372.121.341.3418.565.770.2164--0.98392,145,443.002.973.484.204.6669.6262.1713.7316.54----0.642897.34-18.5616.17-121.31--9.84--
Owl Rock Capital Corp771.28m70.92m4.74bn--39.830.8758--6.140.30980.30982.1214.090.0941--315.77--0.865--0.9274--58.67--9.20----1.150.3978--84.65--146.24------
LPL Financial Holdings Inc5.72bn560.12m5.63bn4.35k10.595.577.770.98496.746.7468.7512.830.9854--6.001,316,273.009.656.3215.349.0998.8698.759.806.79--6.910.729328.068.415.1627.4025.759.650.8198
Voya Financial Inc7.40bn633.00m5.68bn6.00k9.930.765--0.76824.54-3.8251.6758.880.0466----1,232,833.000.45450.2054--------9.765.23--4.700.26915.094.85-7.3194.07-21.43--51.57
Morningstar, Inc.1.24bn142.70m6.56bn6.74k46.466.3524.185.273.303.3028.7524.130.6474--6.35184,666.807.4410.949.4814.4458.6058.3811.4916.13----0.339327.2915.609.18-16.9414.196.5310.49
SEI Investments Company1.66bn495.37m8.02bn3.72k16.854.6213.914.823.223.2310.8111.730.8296--4.34446,784.9024.7023.1827.4427.1583.4880.8929.7727.36----0.0022.351.585.44-0.9039.434.038.45
Equitable Holdings Inc13.44bn4.44bn8.61bn12.30k1.990.4459--0.64079.639.6327.9944.580.0568--1.921,092,602.001.99--2.10--34.2952.9835.126.52----0.333718.7410.041.99-199.20--0.2165--
Franklin Resources, Inc.5.68bn971.20m9.35bn9.60k9.670.94378.711.651.951.9511.4320.000.393--7.49591,687.506.7210.748.7012.55----17.0925.93--11.880.106855.39-8.62-7.42-30.94-12.9534.5017.03
Ares Management Corp1.30bn43.05m9.35bn1.20k117.6515.58--7.170.3210.32110.663.630.1101--6.011,087,416.00-0.20732.29-0.2703.161.03---1.8816.69--0.93120.8269152.8584.2023.93321.2427.850.157924.18
Raymond James Financial, Inc.8.26bn958.00m9.49bn14.20k10.271.398.691.156.756.7558.1649.700.1877--2.75581,408.402.222.279.608.3094.9295.3111.8111.13----0.829219.507.3210.077.3916.6818.0716.32
Carlyle Group Inc1.54bn-403.70m9.64bn1.78k253.535.17153.436.24-0.0546-0.05468.685.350.1270--5.84870,028.200.23923.310.36285.3669.1268.321.8820.66--1.430.7552102.2239.13-2.74271.6932.51-1.31-8.89
E*TRADE Financial Corp3.08bn806.00m10.07bn4.12k13.161.739.953.273.463.4613.2729.490.0455--3.58750,487.801.251.279.477.9687.4688.7927.4928.63----0.86985.033.599.24-9.9425.5811.36--
Cboe Global Markets Inc2.82bn436.20m11.68bn823.0027.153.5319.344.153.923.9225.3030.170.533--8.703,421,750.008.229.838.9610.8343.1751.1315.4115.89--20.220.207839.61-9.8532.24-11.7014.62-6.8911.43
Data as of Jun 01 2020. Currency figures normalised to Equitable Holdings Inc's reporting currency: US Dollar USD

Institutional shareholders

53.44%Per cent of shares held by top holders
HolderShares% Held
T. Rowe Price Associates, Inc. (Investment Management)as of 30 Apr 202046.20m10.25%
The Vanguard Group, Inc.as of 31 Mar 202045.77m10.16%
Norges Bank Investment Managementas of 31 Dec 201924.35m5.40%
Invesco Advisers, Inc.as of 31 Mar 202023.89m5.30%
Pzena Investment Management LLCas of 31 Mar 202022.10m4.91%
Wellington Management Co. LLPas of 31 Mar 202019.94m4.43%
BlackRock Fund Advisorsas of 31 Mar 202018.00m4.00%
Canada Pension Plan Investment Boardas of 31 Mar 202016.52m3.67%
Hotchkis & Wiley Capital Management LLCas of 31 Mar 202012.23m2.71%
Thornburg Investment Management, Inc.as of 31 Mar 202011.79m2.62%
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Data from 31 Dec 2019 - 31 Mar 2020Source: FactSet Research Systems Inc.
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