equitable holdings is a company based out of 1930 w van buren st, phoenix, arizona, united states.
Company profile
Ticker
EQH, EQH+C
Exchange
Website
CEO
Mark Pearson
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
AXA AMERICA HOLDINGS, INC., AXA Equitable Holdings, Inc.
SEC CIK
Corporate docs
Subsidiaries
Alpha Units Holdings, Inc. • AllianceBernstein Corporation • CS Life Re Company • Alpha Units Holdings • 787 Holdings, LLC • 1285 Holdings, LLC • AXA Strategic Ventures US, LLC • Equitable Financial Services, LLC • Equitable Investment Management, LLC • EQ AZ Life Re Company ...
EQH stock data
Latest filings (excl ownership)
ARS
2023 FY
Annual report to shareholders
9 Apr 24
DEFA14A
Additional proxy soliciting materials
9 Apr 24
DEF 14A
Definitive proxy
9 Apr 24
8-K
Equitable Holdings Reports Full Year and Fourth Quarter 2023 Results
6 Feb 24
8-K
Entry into a Material Definitive Agreement
26 Jan 24
10-Q
2023 Q3
Quarterly report
2 Nov 23
8-K
Equitable Holdings Reports Third Quarter 2023 Results
31 Oct 23
UPLOAD
Letter from SEC
13 Oct 23
10-Q
2023 Q2
Quarterly report
9 Aug 23
8-K
Equitable Holdings Reports Second Quarter 2023 Results
2 Aug 23
Transcripts
EQH
Earnings call transcript
2023 Q3
1 Nov 23
EQH
Earnings call transcript
2023 Q2
3 Aug 23
EQH
Earnings call transcript
2023 Q1
4 May 23
EQH
Earnings call transcript
2023 Q1
4 May 23
EQH
Earnings call transcript
2022 Q4
9 Feb 23
EQH
Earnings call transcript
2022 Q3
3 Nov 22
EQH
Earnings call transcript
2022 Q2
6 Aug 22
EQH
Earnings call transcript
2022 Q1
14 May 22
EQH
Earnings call transcript
2021 Q4
11 Feb 22
EQH
Earnings call transcript
2021 Q3
6 Nov 21
Latest ownership filings
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 6.10 bn | 6.10 bn | 6.10 bn | 6.10 bn | 6.10 bn | 6.10 bn |
Cash burn (monthly) | 532.33 mm | (no burn) | (no burn) | (no burn) | (no burn) | 29.67 mm |
Cash used (since last report) | 3.64 bn | n/a | n/a | n/a | n/a | 203.03 mm |
Cash remaining | 2.45 bn | n/a | n/a | n/a | n/a | 5.89 bn |
Runway (months of cash) | 4.6 | n/a | n/a | n/a | n/a | 198.6 |
Institutional ownership, Q3 2023
94.9% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 373 |
Opened positions | 56 |
Closed positions | 43 |
Increased positions | 118 |
Reduced positions | 140 |
13F shares | Current |
---|---|
Total value | 8.77 tn |
Total shares | 311.03 mm |
Total puts | 32.70 k |
Total calls | 165.70 k |
Total put/call ratio | 0.2 |
Largest owners | Shares | Value |
---|---|---|
Vanguard | 37.57 mm | $1.07 tn |
T. Rowe Price | 32.49 mm | $914.72 bn |
BLK Blackrock | 29.45 mm | $836.04 bn |
Pzena Investment Management | 26.90 mm | $763.76 bn |
Canada Pension Plan Investment Board | 18.17 mm | $515.75 bn |
Wellington Management | 17.22 mm | $488.96 bn |
Sessa Capital IM | 11.18 mm | $317.30 bn |
Massachusetts Financial Services | 9.71 mm | $275.77 bn |
IVZ Invesco | 9.56 mm | $271.34 bn |
STT State Street | 9.51 mm | $269.95 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
15 Apr 24 | Mark Pearson | Common Stock | Sell | Dispose S | No | No | 36.933 | 1,954 | 72.17 k | 685,025.48 |
15 Apr 24 | Mark Pearson | Common Stock | Sell | Dispose S | No | Yes | 36.0729 | 8,046 | 290.24 k | 686,979.48 |
15 Apr 24 | Mark Pearson | Common Stock | Sell | Dispose S | No | Yes | 36.913 | 4,200 | 155.03 k | 695,025.48 |
15 Apr 24 | Mark Pearson | Common Stock | Sell | Dispose S | No | Yes | 36.0554 | 15,800 | 569.68 k | 699,225.48 |
15 Apr 24 | Mark Pearson | Common Stock | Option exercise | Acquire M | No | Yes | 21.34 | 20,000 | 426.80 k | 715,025.48 |
15 Apr 24 | Mark Pearson | Employee Stock Option Common Stock | Option exercise | Dispose M | No | Yes | 21.34 | 20,000 | 426.80 k | 566,400 |
15 Apr 24 | Jeffrey J Hurd | Common Stock | Sell | Dispose S | No | Yes | 36.9036 | 2,206 | 81.41 k | 141,061.85 |
15 Apr 24 | Jeffrey J Hurd | Common Stock | Sell | Dispose S | No | Yes | 36.0466 | 7,763 | 279.83 k | 143,267.85 |
1 Apr 24 | Mark Pearson | Common Stock | Sell | Dispose S | No | Yes | 37.6636 | 20,000 | 753.27 k | 695,025.48 |
1 Apr 24 | Mark Pearson | Common Stock | Sell | Dispose S | No | Yes | 37.6631 | 10,000 | 376.63 k | 715,025.48 |
News
Morgan Stanley Maintains Overweight on Equitable Hldgs, Raises Price Target to $41
15 Apr 24
Assessing Equitable Hldgs: Insights From 4 Financial Analysts
11 Apr 24
Wells Fargo Maintains Overweight on Equitable Hldgs, Raises Price Target to $46
11 Apr 24
Evercore ISI Group Maintains Outperform on Equitable Hldgs, Raises Price Target to $46
11 Apr 24
Keefe, Bruyette & Woods Maintains Market Perform on Equitable Hldgs, Raises Price Target to $41
10 Apr 24
Press releases
BlackRock Activates Retirement Solution Offering A Paycheck For Life
24 Apr 24
Equitable Survey Reveals Three-Quarters of Americans Feel Their Money Does Not Stretch as Far as It Did a Year Ago
10 Apr 24
Equitable Holdings Schedules Announcement of First Quarter 2024 Results
1 Apr 24
Equitable Announces New Leadership Appointments
27 Mar 24
Equitable Holdings Announces New Leadership Appointments
5 Mar 24