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Equitable Holdings (EQH)

(Delayed Data from NYSE)

$42.52 USD

42.52
3,641,913

+0.48 (1.14%)

Updated Aug 30, 2024 04:00 PM ET

After-Market: $42.51 -0.01 (-0.02%) 7:58 PM ET

Zacks Rank:

This is our short term rating system that serves as a timeliness indicator for stocks over the next 1 to 3 months. How good is it? See rankings and related performance below.

Zacks Rank Definition Annualized Return
1Strong Buy23.68%
2Buy17.55%
3Hold9.21%
4Sell4.93%
5Strong Sell2.36%
S&P50010.96%

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3-Hold of 5     3    

Style Scores:

The Style Scores are a complementary set of indicators to use alongside the Zacks Rank. It allows the user to better focus on the stocks that are the best fit for his or her personal trading style.

The scores are based on the trading styles of Value, Growth, and Momentum. There's also a VGM Score ('V' for Value, 'G' for Growth and 'M' for Momentum), which combines the weighted average of the individual style scores into one score.

Value Score A
Growth Score A
Momentum Score A
VGM Score A

Within each Score, stocks are graded into five groups: A, B, C, D and F. As you might remember from your school days, an A, is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

As an investor, you want to buy stocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B in your personal trading style.

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A Value B Growth F Momentum B VGM

Industry Rank:

The Zacks Industry Rank assigns a rating to each of the 265 X (Expanded) Industries based on their average Zacks Rank.

An industry with a larger percentage of Zacks Rank #1's and #2's will have a better average Zacks Rank than one with a larger percentage of Zacks Rank #4's and #5's.

The industry with the best average Zacks Rank would be considered the top industry (1 out of 265), which would place it in the top 1% of Zacks Ranked Industries. The industry with the worst average Zacks Rank (265 out of 265) would place in the bottom 1%.

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Top 20% (51 out of 251)

Industry: Financial - Miscellaneous Services

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Better trading starts here.

Balance Sheet

Research for EQH

The Zacks Equity Research reports, or ZER for short, are our in-house, independently produced research reports.

The ever popular one-page Snapshot reports are generated for virtually every single Zacks Ranked stock. It's packed with all of the company's key stats and salient decision making information. Including the Zacks Rank, Zacks Industry Rank, Style Scores, the Price, Consensus & Surprise chart, graphical estimate analysis and how a stocks stacks up to its peers.

The detailed multi-page Analyst report does an even deeper dive on the company's vital statistics. In addition to all of the proprietary analysis in the Snapshot, the report also visually displays the four components of the Zacks Rank (Agreement, Magnitude, Upside and Surprise); provides a comprehensive overview of the company business drivers, complete with earnings and sales charts; a recap of their last earnings report; and a bulleted list of reasons to buy or sell the stock. It also includes an industry comparison table to see how your stock compares to its expanded industry, and the S&P 500.

Researching stocks has never been so easy or insightful as with the ZER Analyst and Snapshot reports.

Learn more about Zacks Equity Research reports

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Fiscal Year End for Equitable Holdings, Inc falls in the month of December.

All items in Millions except Per Share data.

12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Assets          
Cash & Equivalents 10,950 6,466 7,460 12,121 11,436
Receivables 1,837 3,567 4,447 4,711 4,126
Notes Receivable 0 0 0 0 0
Inventories 0 0 0 0 0
Other Current Assets 0 0 0 0 0
Total Current Assets 12,787 10,033 11,907 16,832 15,562
Net Property & Equipment 0 0 0 0 0
Investments & Advances 99,462 90,912 102,839 103,145 86,309
Other Non-Current Assets 127,251 114,853 147,306 135,950 126,910
Deferred Charges 8,755 8,872 5,686 4,243 5,890
Intangibles 5,433 5,482 4,728 4,737 4,751
Deposits & Other Assets 23,126 23,316 19,796 10,490 10,448
Total Assets 276,814 253,468 292,262 275,397 249,870
Liabilities & Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Notes Payable 0 0 0 0 0
Accounts Payable 114,486 119,512 117,455 108,082 94,870
Current Portion Long-Term Debt 254 759 3,931 4,115 4,111
Current Portion Capital Leases 0 0 0 0 0
Accrued Expenses 0 0 0 0 0
Income Taxes Payable 0 0 0 0 0
Other Current Liabilities 0 0 0 0 0
Total Current Liabilities 114,740 120,271 121,386 112,197 98,981
Mortgages 0 0 0 0 0
Deferred Taxes/Income 0 0 0 749 549
Convertible Debt 0 0 0 0 0
Long-Term Debt 5,379 4,472 1,191 313 0
Non-Current Capital Leases 0 0 0 0 0
Other Non-Current Liabilities 151,537 124,872 156,122 144,818 134,849
Minority Interest (Liabilities) 770 455 468 143 365
Total Liabilities 272,426 250,070 279,167 258,220 234,744
Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Preferred Stock 1,562 1,562 1,562 1,269 775
Common Stock (Par) 5 4 4 5 5
Capital Surplus 2,328 2,299 1,919 1,985 1,920
Retained Earnings 10,243 9,924 8,880 10,699 11,827
Other Equity -6,038 -7,094 3,580 5,464 2,431
Treasury Stock 3,712 3,297 2,850 2,245 1,832
Total Shareholder's Equity 4,388 3,398 13,095 17,177 15,126
Total Liabilities & Shareholder's Equity 276,814 253,468 292,262 275,397 249,870
Total Common Equity 2,826 1,836 11,533 15,908 14,351
Shares Outstanding 338.40 370.00 404.70 444.60 465.30
Book Value Per Share 8.35 4.96 28.50 35.78 30.84

Fiscal Year End for Equitable Holdings, Inc falls in the month of December.

All items in Millions except Per Share data.

6/30/2024 3/31/2024 12/31/2023 9/30/2023 6/30/2023
Assets          
Cash & Equivalents 13,404 13,384 10,950 8,739 10,140
Receivables 1,801 1,808 1,837 2,017 2,053
Notes Receivable 0 0 0 0 0
Inventories 0 0 0 0 0
Other Current Assets 0 0 0 0 0
Total Current Assets 15,205 15,192 12,787 10,756 12,193
Net Property & Equipment 0 0 0 0 0
Investments & Advances 104,006 99,593 99,462 94,566 95,275
Other Non-Current Assets 132,664 133,735 127,251 117,577 123,898
Deferred Charges 9,041 8,867 8,755 8,634 8,238
Intangibles 5,403 5,419 5,433 5,448 5,463
Deposits & Other Assets 21,450 22,771 23,126 23,271 23,939
Total Assets 287,769 285,577 276,814 260,252 269,006
Liabilities & Shareholders Equity 6/30/2024 3/31/2024 12/31/2023 9/30/2023 6/30/2023
Notes Payable 0 0 0 0 0
Accounts Payable 122,852 118,947 114,486 109,983 109,785
Current Portion Long-Term Debt 0 0 254 0 0
Current Portion Capital Leases 0 0 0 0 0
Accrued Expenses 0 0 0 0 0
Income Taxes Payable 0 0 0 0 0
Other Current Liabilities 0 0 0 0 0
Total Current Liabilities 122,852 118,947 114,740 109,983 109,785
Mortgages 0 0 0 0 0
Deferred Taxes/Income 0 0 0 0 0
Convertible Debt 0 0 0 0 0
Long-Term Debt 5,570 5,401 5,379 5,361 5,303
Non-Current Capital Leases 0 0 0 0 0
Other Non-Current Liabilities 154,874 151,537 140,991 148,127
Minority Interest (Liabilities) 1,088 991 770 636 531
Total Liabilities 284,384 281,822 272,426 256,971 263,746
Shareholders Equity 6/30/2024 3/31/2024 12/31/2023 9/30/2023 6/30/2023
Preferred Stock 1,562 1,562 1,562 1,562 1,562
Common Stock (Par) 5 5 5 3 4
Capital Surplus 2,337 2,322 2,328 2,308 2,297
Retained Earnings 10,317 10,110 10,243 11,163 10,325
Other Equity -6,904 -6,443 -6,038 -8,163 -5,435
Treasury Stock 3,932 3,801 3,712 3,592 3,493
Total Shareholder's Equity 3,385 3,755 4,388 3,281 5,260
Total Liabilities & Shareholder's Equity 287,769 285,577 276,814 260,252 269,006
Total Common Equity 1,823 2,193 2,826 1,719 3,698
Shares Outstanding 319.70 327.60 338.40 347.30 356.00
Book Value Per Share 5.70 6.69 8.35 4.95 10.39