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Equitable Holdings (EQH)

(Real Time Quote from BATS)

$47.83 USD

-0.09 (-0.19%)

Updated Nov 14, 2024 10:26 AM 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
1	Strong Buy	24.10%
2	Buy	17.80%
3	Hold	9.50%
4	Sell	2.70%
5	Strong Sell	2.70%
S&P	500	11.20%

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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.

Zacks Style Scores Education - Learn more about the Zacks Style Scores

A Value B Growth A Momentum A VGM

Industry Rank:

Top 28% (69 out of 250)

Industry: Financial - Miscellaneous Services

View All Zacks #1 Ranked Stocks

Research for EQH

Annual Key Company Metrics
Quarterly Key Company Metrics

Revenue - Line of Business Segments	YR Estimate	12/31/2023	12/31/2022	12/31/2021	12/31/2020	12/31/2019
Segment revenues: Corporate and O...	--	1,118	910	1,021	1,207	1,228
Group Retirement: Policy charges,...	--	268	318	371	295	279
Group Retirement: Net investment ...	--	497	624	752	641	590
Group Retirement: Investment mana...	--	257	246	268	211	204
Asset Management: Net investment ...	--	18	-43	13	31	57
Asset Management: Net derivative ...	--	-16	41	-13	-36	-38
Asset Management: Investment mana...	--	4,115	4,107	4,430	3,708	3,460
Protection Solutions: Policy char...	--	2,104	2,018	1,951	1,970	2,148
Protection Solutions: Net investm...	--	952	981	1,102	944	967
Protection Solutions: Net derivat...	--	-16	-20	-20	5	10
Protection Solutions: Investment ...	--	140	141	146	225	241
Wealth Management: Net investment...	--	13	2	--	--	--
Wealth Management: Investment man...	--	1,538	1,444	1,437	--	--
Legacy: Policy charges, fee incom...	--	155	139	335	--	--
Legacy: Net investment income (lo...	--	238	252	424	--	--
Legacy: Investment management, se...	--	408	428	470	--	--
Segment revenues: Individual Reti...	--	2,643	2,028	1,989	4,311	4,325
Segment revenues: Group Retiremen...	--	1,021	1,158	1,371	1,148	1,077
Segment revenues: Asset Managemen...	--	4,117	4,105	4,430	3,703	3,479
Segment revenues: Protection Solu...	--	3,180	3,120	3,179	3,144	3,366
Segment revenues: Wealth Manageme...	--	1,551	1,446	1,437	--	--
Segment revenues: Legacy [$M]	--	801	819	1,229	--	--
Individual Retirement: Policy cha...	--	660	655	726	2,034	2,085
Individual Retirement: Net invest...	--	1,643	1,056	863	1,246	1,148
Individual Retirement: Net deriva...	--	-20	-42	-31	331	362
Individual Retirement: Investment...	--	360	359	431	700	730
Income - Line of Business	YR Estimate	12/31/2023	12/31/2022	12/31/2021	12/31/2020	12/31/2019
Operating earnings (loss): Indivi...	--	850	762	794	1,536	1,598
Operating earnings (loss): Group ...	--	399	446	579	491	390
Operating earnings (loss): Asset ...	--	411	424	564	432	381
Operating earnings (loss): Protec...	--	51	97	262	146	336
Operating earnings (loss): Wealth...	--	159	101	58	--	--
Operating earnings (loss): Legacy...	--	186	235	522	--	--
Operating earnings (loss): Corpor...	--	-362	-339	-224	-303	-348
NFM - Operating & Non Financial Metrics	YR Estimate	12/31/2023	12/31/2022	12/31/2021	12/31/2020	12/31/2019
Individual Retirement - Account V...	--	5,556	1,700	-894	-1,129	-499
Group Retirement - Account Values...	--	8,963	9,175	13,046	12,826	12,071
Group Retirement - Account Values...	--	27,507	22,830	34,307	29,633	25,809
Group Retirement - Account Values...	--	36,470	32,005	47,353	42,459	37,880
Group Retirement - Account Values...	--	-256	634	-306	296	267
Asset Management - Total AUM - EO...	--	725	646	779	686	623
Protection Solutions - Protection...	--	18,184	18,237	18,625	18,905	17,298
Protection Solutions - Protection...	--	16,337	13,634	17,012	14,771	13,616
Protection Solutions - Protection...	--	34,521	31,871	35,637	33,676	30,914
Wealth Management - Total Wealth ...	--	87,047	--	--	--	--
Wealth Management - Total Wealth ...	--	2,978	--	--	--	--
Legacy - Account Values - General...	--	849	--	--	--	--
Legacy - Account Values - Separat...	--	21,316	--	--	--	--
Legacy - Account Values - Total -...	--	22,165	--	--	--	--
Legacy - Account Values - Total -...	--	-2,289	--	--	--	--
Individual Retirement - Account V...	--	52,062	38,748	37,698	30,783	26,108
Individual Retirement - Separate ...	--	39,619	57,011	74,206	86,607	82,814
Individual Retirement - Total Acc...	--	91,681	95,759	111,904	117,390	108,922

Revenue - Line of Business Segments	Qtr Estimate	09/30/2024	06/30/2024	03/31/2024	12/31/2023	09/30/2023
Segment revenues: Corporate and O...		246	228	246	318	257
Group Retirement: Policy charges,...		81	79	73	67	71
Group Retirement: Net investment ...		143	139	142	125	128
Group Retirement: Investment mana...		91	65	77	58	68
Asset Management: Net investment ...		17	7	8	16	-9
Asset Management: Net derivative ...		-16	-1	-5	-14	9
Asset Management: Investment mana...		1,085	1,045	1,090	1,072	1,034
Protection Solutions: Policy char...		537	532	528	544	516
Protection Solutions: Net investm...		258	260	257	233	260
Protection Solutions: Net derivat...		1	-1	--	-5	7
Protection Solutions: Investment ...		43	43	40	35	39
Wealth Management: Net investment...		4	4	4	4	4
Wealth Management: Investment man...		446	438	419	404	386
Legacy: Policy charges, fee incom...		6	41	47	37	7
Legacy: Net investment income (lo...		15	59	62	53	22
Legacy: Investment management, se...		96	100	101	104	100
Segment revenues: Individual Reti...		944	810	766	715	762
Segment revenues: Group Retiremen...		314	283	292	250	267
Segment revenues: Asset Managemen...		1,086	1,051	1,093	1,074	1,034
Segment revenues: Protection Solu...		839	834	825	807	822
Segment revenues: Wealth Manageme...		450	442	423	408	390
Segment revenues: Legacy [$M]		117	200	210	194	129
Individual Retirement: Policy cha...		224	176	174	163	202
Individual Retirement: Net invest...		635	548	510	474	475
Individual Retirement: Net deriva...		-5	-6	-5	-5	-5
Individual Retirement: Investment...		90	92	87	83	90
Income - Line of Business	Qtr Estimate	09/30/2024	06/30/2024	03/31/2024	12/31/2023	09/30/2023
Operating earnings (loss): Indivi...		225	234	228	206	220
Operating earnings (loss): Group ...		141	123	126	98	105
Operating earnings (loss): Asset ...		111	101	106	114	99
Operating earnings (loss): Protec...		46	67	41	28	34
Operating earnings (loss): Wealth...		50	44	43	45	40
Operating earnings (loss): Legacy...		27	41	51	40	31
Operating earnings (loss): Corpor...		-99	-116	-105	-55	-116
NFM - Operating & Non Financial Metrics	Qtr Estimate	09/30/2024	06/30/2024	03/31/2024	12/31/2023	09/30/2023
Individual Retirement - Account V...		1,910	1,857	1,649	1,460	1,663
Group Retirement - Account Values...		9,369	9,383	8,883	8,963	9,016
Group Retirement - Account Values...		31,493	29,884	29,607	27,507	24,833
Group Retirement - Account Values...		40,862	39,267	38,490	36,470	33,849
Group Retirement - Account Values...		-246	408	-132	-135	-175
Asset Management - Total AUM - EO...		806	770	759	725	669
Protection Solutions - Protection...		18,318	18,150	18,167	18,184	17,949
Protection Solutions - Protection...		18,684	17,761	17,560	16,337	14,782
Protection Solutions - Protection...		37,002	35,911	35,727	34,521	32,731
Wealth Management - Total Wealth ...		100,431	93,816	91,936	87,047	79,359
Wealth Management - Total Wealth ...		1,860	1,539	-175	544	1,560
Legacy - Account Values - General...		465	810	830	849	876
Legacy - Account Values - Separat...		21,789	21,417	22,010	21,316	20,033
Legacy - Account Values - Total -...		22,254	22,227	22,840	22,165	20,909
Legacy - Account Values - Total -...		-712	-672	-659	-643	-554
Individual Retirement - Account V...		66,473	61,128	57,257	52,062	46,332
Individual Retirement - Separate ...		42,393	40,810	41,062	39,619	36,820
Individual Retirement - Total Acc...		108,866	101,938	98,319	91,681	83,152

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