Stock Fundamentals

Company Information

Company Name
Axa Equitable Holdings Inc
Sector
Financial Services
Industry
Asset Management
Exchange
NYSE
ISIN: US29452E1010
CIK: 0001333986
CUSIP: 29452E101
Currency: USD
Full Time Employees: 8,000
Phone: 212 554 1234
Fiscal Year End: December
IPO Date: May 10, 2018
Description:

Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through six segments: Individual Retirement, Group Retirement, Asset Management, Protection Solutions, Wealth Management, and Legacy. The Individual Retirement variable annuity products, including structured capital strategies, retirement cornerstone, and investment edge primarily to affluent and high net worth individuals. The Group Retirement provides 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. It offers guaranteed and structured investment option, and personal income benefit variable annuity products and open architecture mutual fund platform. The Asset Management segment offers investment management and related services to various clients through institutions, retail, and private wealth management. The Protection Solutions segment provides life insurance products, such as VUL and COLI insurance, IUL insurance, and term life; and employee benefits business which includes group life, supplemental life, dental, vision, short-term disability, long-term disability, critical illness, accident and hospital indemnity insurance products to small and medium-sized businesses. The Wealth Management segment offers discretionary and non-discretionary investment advisory accounts, financial planning and advice, life insurance, and annuity products. The Legacy segment consists of the capital intensive fixed-rate GMxB business that includes ROP death benefits. The company was formerly known as AXA Equitable Holdings, Inc. and changed its name to Equitable Holdings, Inc. in January 2020. Equitable Holdings, Inc. was founded in 1859 and is based in New York, New York.

Address:

1345 Avenue Of The Americas, New York, NY, United States, 10105

Directors & Officers

Name Title Year Born
Mr. Mark Pearson President, CEO & Director 1958
Mr. Robin Matthew Raju Senior Executive VP & CFO 1983
Mr. Jeffrey Joy Hurd J.D. Senior Executive VP & COO 1967
Mr. Seth Perry Bernstein Head of Asset Management 1961
Mr. Nicholas Burritt Lane President of Equitable, Senior EVP & Head of Retirement, Wealth Management & Protection Solutions 1974
Mr. Glen Gardner Chief Investment Officer NA
Mr. William James Eckert IV Senior VP, Chief Accounting Officer & Controller 1963
Mr. Michael B. Healy Chief Information Officer 1968
Mr. Erik James Bass C.F.A. Chief Strategy Officer & Head of Investor Relations NA
Mr. Kurt Meyers Chief Legal Officer & Corporate Secretary NA

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Vanguard Group Inc 30.63M Dec 31, 2025 10.93% $0.02 -4.66%
BlackRock Inc 28.98M Sep 30, 2025 10.34% $0.03 -2.56%
Canada Pension Plan Investment Board 17.51M Sep 30, 2025 6.25% $0.62 -0.62%
T. Rowe Price Associates, Inc. 16.13M Sep 30, 2025 5.75% $0.09 -3.80%
State Street Corp 12.27M Sep 30, 2025 4.38% $0.02 -0.48%
NORGES BANK 11.56M Dec 31, 2025 4.12% $0.06 -7.73%
Capital Research & Mgmt Co - Division 3 11.01M Sep 30, 2025 3.93% $0.09 49.48%
Wellington Management Company LLP 8.30M Dec 31, 2025 2.96% $0.07 -32.95%
Geode Capital Management, LLC 6.38M Sep 30, 2025 2.28% $0.02 -14.10%
Thornburg Investment Management Inc 4.89M Dec 31, 2025 1.74% $2.94 0.45%
Massachusetts Financial Services Company 4.82M Dec 31, 2025 1.72% $0.07 4.18%
Amvescap Plc. 4.71M Sep 30, 2025 1.68% $0.04 -30.46%
Pzena Investment Management, LLC 4.30M Sep 30, 2025 1.53% $0.71 1.32%
Diamond Hill Capital Management Inc 4.29M Dec 31, 2025 1.53% $1.05 114.76%
Conifer Management, LLC 4.20M Dec 31, 2025 1.50% $33.16 0.00%
Northern Trust Corp 4.05M Sep 30, 2025 1.45% $0.03 -6.64%
Morgan Stanley - Brokerage Accounts 4.02M Sep 30, 2025 1.43% $0.01 -4.46%
Nordea Investment Mgmt Bank Demark A/s 3.97M Dec 31, 2025 1.42% $0.16 -0.37%
Boston Partners Global Investors, Inc 3.64M Sep 30, 2025 1.30% $0.19 2.03%
Dimensional Fund Advisors, Inc. 3.43M Dec 31, 2025 1.22% $0.03 -5.71%

Shares Statistics

Shares Outstanding: 283.30M
Shares Float: 281.48M
% Insiders: 85.50%
% Institutions: 10,211.00%
Short % Float: 2.63%

🏆 Top 10 Institutional Holders

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Vanguard Group Inc 30.63M 10.93% ▼ 4.66% Dec 31, 2025
2 BlackRock Inc 28.98M 10.34% ▼ 2.56% Sep 30, 2025
3 Canada Pension Plan Investment Board 17.51M 6.25% ▼ 0.62% Sep 30, 2025
4 T. Rowe Price Associates, Inc. 16.13M 5.75% ▼ 3.80% Sep 30, 2025
5 State Street Corp 12.27M 4.38% ▼ 0.48% Sep 30, 2025
6 NORGES BANK 11.56M 4.12% ▼ 7.73% Dec 31, 2025
7 Capital Research & Mgmt Co - Division 3 11.01M 3.93% ▲ 49.48% Sep 30, 2025
8 Wellington Management Company LLP 8.30M 2.96% ▼ 32.95% Dec 31, 2025
9 Geode Capital Management, LLC 6.38M 2.28% ▼ 14.10% Sep 30, 2025
10 Thornburg Investment Management Inc 4.89M 1.74% ▲ 0.45% Dec 31, 2025

Valuation Metrics

Enterprise Value: $6.56B
Trailing P/E: 0.00
Forward P/E: 4.78

Financial Highlights

Market Cap: $11.52B
EBITDA: $-99.67M
Book Value: $-4.03
Dividend/Share: $0.00
Dividend Yield: 0.00%
Earnings/Share: $-4.83
Profit Margin: -11.83%
Operating Margin: 11.93%
ROA (TTM): -0.20%
ROE (TTM): -38.72%
Revenue (TTM): $11.67B
Revenue/Share (TTM): $39.13
Earnings Growth (YOY): -74.60%
Revenue Growth (YOY): -14.50%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Download Financials (Excel)

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios (Yearly)

Financial Ratios (Quarterly)

Earnings History

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 25.50x -1.78x 0.99x -5.33x -0.14x
2024-12-31 1.49x 3.90x 0.99x 9.34x 1.94x
2023-12-31 2.25x 2.17x 0.98x 9.68x 2.60x
2022-12-31 3.20x 3.73x 0.99x 14.89x 1.37x
2021-12-31 1.72x 0.44x 0.95x 10.69x 1.52x
2020-12-31 33.64x 0.53x 0.94x -5.47x 9.53x
2019-12-31 5.17x 0.78x 0.94x -9.32x -9.03x
2018-12-31 23.96x 0.54x 0.93x 10.78x 2.47x
2017-12-31 11.41x 0.94x 0.93x 8.16x 6.77x
2016-12-31 14.91x 0.55x 0.93x 11.65x 2.11x
2015-12-31 13.21x 0.68x 0.93x 3.24x 12.17x
2014-12-31 N/A N/A N/A 6.24x 0.00x

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Jan 20, 2026 Mark Pearson N/A Sale 39.70K $46.20 $1.83M
Jan 15, 2026 Jeffrey J Hurd N/A Sale 6.79K $47.65 $323.54K
Jan 15, 2026 Nick Lane N/A Sale 30.00K $47.65 $1.43M
Dec 18, 2025 Mark Pearson N/A Sale 39.70K $47.88 $1.90M
Dec 18, 2025 Nick Lane N/A Sale 30.00K $47.87 $1.44M
Dec 15, 2025 Jeffrey J Hurd N/A Sale 6.79K $48.35 $328.30K
Dec 10, 2025 William James Iv Eckert N/A Sale 4.30K $47.27 $203.26K
Nov 18, 2025 Mark Pearson N/A Sale 39.70K $43.14 $1.71M
Nov 17, 2025 Jeffrey J Hurd N/A Sale 6.79K $43.28 $293.87K
Oct 27, 2025 Michael T. McCaul N/A Sale N/A $48.95 N/A
Oct 24, 2025 Ro Khanna N/A Purchase N/A $48.85 N/A
Oct 20, 2025 Mark Pearson N/A Sale 39.70K $48.17 $1.91M
Oct 16, 2025 Ro Khanna N/A Purchase N/A $47.16 N/A
Oct 15, 2025 Jeffrey J Hurd N/A Sale 6.79K $48.99 $332.64K
Oct 06, 2025 Ro Khanna N/A Purchase N/A $50.90 N/A
Sep 25, 2025 Ro Khanna N/A Purchase N/A $51.95 N/A
Sep 24, 2025 Michael T. McCaul N/A Sale N/A $52.69 N/A
Sep 22, 2025 Robin M Raju N/A Sale 36.89K $54.00 $1.99M
Sep 19, 2025 Mark Pearson N/A Sale 149.00 $54.47 $8.12K
Sep 18, 2025 Mark Pearson N/A Sale 39.55K $54.22 $2.14M

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