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About the company
Equitable Holdings, Inc. is a financial services holding company, which comprised of complementary businesses, such as Equitable, AllianceBernstein and Equitable Advisors. Its segments include Individual Retirement, Group Retirement, Asset Management, Protection Solutions, Wealth Management, and Legacy. Its Individual Retirement segment provides individual variable annuity products. The Group Retirement segment offers 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 Asset Management segment provides diversified investment management and related services to a range of clients globally. The Wealth Management segment offers discretionary and non-discretionary investment advisory accounts, financial planning and advice, insurance, and annuity products. The Legacy segment primarily consists of the capital-intensive fixed-rate GMxB business.
- Revenue in USD (TTM)15.36bn
- Net income in USD1.18bn
- Incorporated2003
- Employees8.00k
- LocationEquitable Holdings Inc1345 AVENUE OF THE AMERICASNEW YORK 10105United StatesUSA
- Phone+1 (212) 554-1234
- Fax+1 (302) 636-5454
- Websitehttps://equitable.com/
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Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| XP Inc | 3.19bn | 870.09m | 10.38bn | 7.44k | 12.28 | 2.69 | 11.27 | 3.25 | 1.60 | 1.60 | 5.87 | 7.30 | 0.0551 | -- | 22.11 | 429,182.50 | 1.50 | 2.03 | 1.98 | 2.79 | -- | -- | 27.26 | 26.99 | -- | 8.12 | 0.795 | 31.60 | 14.61 | 27.13 | 15.77 | 33.10 | 15.39 | -- |
| Evercore Inc | 3.11bn | 438.77m | 10.93bn | 2.38k | 27.08 | 7.25 | 21.75 | 3.51 | 10.44 | 10.44 | 74.25 | 38.97 | 0.991 | -- | 7.22 | 1,306,882.00 | 15.24 | 14.07 | 19.91 | 22.11 | 99.04 | 98.91 | 15.38 | 18.22 | -- | -- | 0.1764 | 28.35 | 22.67 | 8.11 | 48.07 | 4.93 | -15.73 | 7.12 |
| Stifel Financial Corp | 6.00bn | 583.52m | 11.06bn | 9.00k | 20.49 | 2.28 | 16.55 | 1.84 | 5.24 | 5.24 | 54.03 | 53.73 | 0.1527 | -- | 5.26 | 667,002.10 | 1.58 | 1.93 | 9.80 | 10.73 | 98.94 | 98.79 | 10.34 | 13.35 | -- | 1.82 | 0.8518 | 21.11 | 15.36 | 11.11 | 43.04 | 10.00 | -14.11 | 33.24 |
| SEI Investments Co | 2.17bn | 601.31m | 11.45bn | 5.07k | 20.01 | 5.08 | 16.92 | 5.29 | 4.59 | 4.59 | 16.54 | 18.09 | 0.8435 | -- | 3.51 | 427,425.60 | 23.42 | 21.22 | 26.16 | 24.92 | 85.83 | 84.98 | 27.77 | 26.07 | -- | -- | 0.00 | 22.52 | 10.73 | 5.20 | 25.73 | 3.05 | -6.02 | 6.87 |
| Jefferies Financial Group Inc | 10.44bn | 633.86m | 11.68bn | 7.70k | 19.80 | 1.14 | 14.68 | 1.12 | 2.86 | 2.92 | 46.95 | 49.48 | 0.1591 | -- | 1.92 | 1,334,185.00 | 1.04 | 1.50 | 1.81 | 2.77 | 59.83 | 69.83 | 6.56 | 10.23 | -- | -- | 0.7716 | 31.30 | 40.23 | 15.65 | 153.93 | -6.90 | 1.53 | 20.11 |
| Houlihan Lokey Inc | 2.39bn | 399.71m | 12.81bn | 2.70k | 31.53 | 5.89 | 29.04 | 5.36 | 5.82 | 5.82 | 34.80 | 31.14 | 0.6836 | -- | 5.92 | 884,313.80 | 11.44 | 11.87 | 19.33 | 20.67 | -- | -- | 16.73 | 17.01 | -- | 1,869.22 | 0.0066 | 38.09 | 24.81 | 15.56 | 42.60 | 16.81 | 13.89 | 12.95 |
| Franklin Resources Inc | 8.70bn | 358.30m | 13.03bn | 10.00k | 35.90 | 1.05 | 13.77 | 1.50 | 0.6906 | 0.6906 | 16.79 | 23.50 | 0.268 | -- | 5.99 | 852,656.90 | 1.29 | 4.59 | 1.61 | 5.76 | 37.13 | 38.61 | 4.83 | 15.15 | -- | -- | 0.4457 | 58.97 | 8.01 | 8.38 | -48.86 | -18.27 | -5.40 | 4.02 |
| Ares Capital Corporation | 3.02bn | 1.31bn | 15.45bn | 3.20k | 10.88 | 1.12 | 11.76 | 5.12 | 2.05 | 2.05 | 4.68 | 19.81 | 0.1149 | -- | 8.21 | 944,062.50 | 5.00 | 5.43 | 5.13 | 5.62 | 51.67 | 51.60 | 43.50 | 51.63 | -- | 11.75 | 0.5045 | 81.63 | 14.38 | 14.37 | 0.00 | 13.93 | -- | 2.71 |
| Equitable Holdings Inc | 15.36bn | 1.18bn | 16.97bn | 8.00k | 15.17 | 19.14 | -- | 1.11 | 3.68 | 3.68 | 48.24 | 7.84 | 0.0536 | -- | 1.56 | 1,919,750.00 | 0.613 | 0.5607 | 0.6483 | 0.5951 | 52.13 | 58.59 | 11.43 | 9.66 | -- | 4.26 | 0.8194 | 27.11 | 15.12 | 4.47 | 0.4092 | -- | 10.47 | 10.14 |
| Carlyle Group Inc | 5.71bn | 1.08bn | 19.66bn | 2.30k | 18.39 | 3.52 | 14.71 | 3.44 | 2.96 | 2.96 | 15.55 | 15.45 | 0.2541 | -- | 26.41 | 2,482,826.00 | 5.12 | 5.42 | 7.35 | 8.03 | 60.12 | 63.23 | 20.15 | 21.62 | -- | -- | 0.6093 | 43.38 | 83.06 | 9.95 | 267.72 | 24.20 | 22.82 | 3.48 |
| TPG Inc | 3.68bn | 1.57m | 20.76bn | 1.90k | -- | 24.10 | 135.07 | 5.64 | -0.0879 | -0.0879 | 15.65 | 2.23 | 0.3467 | -- | 12.57 | 1,939,301.00 | 0.1874 | 14.49 | 0.7599 | 43.91 | -- | -- | 0.5406 | 39.32 | -- | 10.74 | 0.2977 | 12.31 | 44.83 | 10.62 | -100.43 | -- | 28.11 | -- |
| T Rowe Price Group Inc | 7.11bn | 1.96bn | 22.02bn | 8.16k | 11.34 | 2.13 | 8.96 | 3.10 | 8.81 | 8.81 | 31.89 | 47.02 | 0.5295 | -- | 7.82 | 871,206.20 | 15.25 | 18.88 | 18.44 | 22.71 | -- | -- | 28.81 | 32.55 | -- | -- | 0.0038 | 49.11 | 9.80 | 4.78 | 17.20 | -0.3073 | 15.66 | 10.29 |
Data as of Jul 03 2025. Currency figures normalised to Equitable Holdings Inc's reporting currency: US Dollar USD
48.30%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| The Vanguard Group, Inc.as of 31 Mar 2025 | 32.96m | 10.71% |
| BlackRock Fund Advisorsas of 31 Mar 2025 | 24.87m | 8.08% |
| T. Rowe Price Associates, Inc. (IM)as of 31 Mar 2025 | 19.45m | 6.32% |
| Canada Pension Plan Investment Boardas of 31 Mar 2025 | 18.77m | 6.10% |
| Norges Bank Investment Managementas of 31 Dec 2024 | 14.17m | 4.60% |
| SSgA Funds Management, Inc.as of 31 Mar 2025 | 12.85m | 4.17% |
| Wellington Management Co. LLPas of 31 Mar 2025 | 8.05m | 2.61% |
| Pzena Investment Management LLCas of 31 Mar 2025 | 5.90m | 1.92% |
| Geode Capital Management LLCas of 31 Mar 2025 | 5.88m | 1.91% |
| Acadian Asset Management LLCas of 31 Mar 2025 | 5.79m | 1.88% |
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Data from 31 Dec 2024 - 31 Mar 2025Source: FactSet Research Systems Inc.
