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About the company
Equitable Holdings, Inc. is a financial services holding company, which consists of complementary businesses, such as Equitable, AllianceBernstein and Equitable Advisors. Its segments include Retirement, Asset Management, and Wealth Management. Retirement segment provides retirement solutions to individual and institutional clients, including individual and group annuities, retirement savings plans, and institutional savings products. Asset Management segment provides diversified investment management and related services globally to a range of clients through three main client channels: Institutional, Retail and Private Wealth. Wealth Management segment offers discretionary and non-discretionary investment advisory accounts, financial planning and advice, life insurance, and annuity products. Equitable provides retirement and protection strategies to individuals, families and businesses. AllianceBernstein is an investment management firm that offers diversified investment services.
- Revenue in USD (TTM)14.14bn
- Net income in USD-1.44bn
- 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/
Mergers & acquisitions
| Acquired company | EQH:NYQ since announced | Transaction value |
|---|---|---|
| Stifel Independent Advisors LLC | -9.19% | -- |
Peer analysis
- 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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Galaxy Digital Inc | 60.41bn | -267.89m | 8.47bn | 520.00 | -- | 4.40 | 31.52 | 0.1402 | -2.24 | -2.24 | 265.10 | 4.92 | 9.69 | -- | 3,550.82 | -- | -3.87 | 1.89 | -8.04 | 3.04 | 0.7736 | -- | -0.3995 | 0.2842 | -- | -1.64 | 0.4898 | -- | -- | -- | -204.49 | -- | -- | -- |
| Affiliated Managers Group Inc | 2.04bn | 531.20m | 9.28bn | 4.10k | 21.22 | 2.79 | 10.76 | 4.54 | 15.54 | 15.54 | 60.19 | 118.14 | 0.229 | -- | 3.63 | 498,073.20 | 8.38 | 10.13 | 10.85 | 13.42 | -- | -- | 36.58 | 40.04 | -- | -- | 0.3431 | 0.7359 | -0.8213 | -1.84 | -23.97 | 100.73 | -18.75 | -50.00 |
| SEI Investments Co | 2.30bn | 715.31m | 9.61bn | 5.07k | 13.96 | 3.93 | 12.10 | 4.18 | 5.63 | 5.63 | 18.08 | 20.03 | 0.7731 | -- | 3.35 | -- | 24.14 | 21.99 | 29.16 | 26.04 | 85.46 | 85.21 | 31.23 | 27.15 | -- | -- | -- | 20.10 | 8.07 | 6.41 | 23.08 | 9.85 | -- | 6.96 |
| XP Inc | 3.53bn | 990.55m | 10.33bn | 7.44k | 10.74 | 2.28 | 9.85 | 2.93 | 1.85 | 1.85 | 6.58 | 8.70 | 0.0495 | -- | 17.15 | -- | 1.39 | 1.77 | 1.82 | 2.37 | -- | -- | 28.10 | 27.41 | -- | 11.74 | 0.7733 | -- | 8.03 | 17.68 | 14.54 | 20.01 | 10.92 | -- |
| Jefferies Financial Group Inc | 10.82bn | 635.05m | 11.10bn | 7.79k | 18.84 | 1.05 | 13.73 | 1.03 | 2.85 | 2.83 | 48.62 | 51.26 | 0.1542 | -- | 1.68 | 1,389,968.00 | 0.978 | 1.38 | 1.73 | 2.42 | 61.57 | 66.62 | 6.34 | 9.17 | -- | -- | 0.7691 | 37.09 | 2.93 | 9.25 | -4.14 | -3.65 | 3.23 | 21.94 |
| Houlihan Lokey Inc | 2.65bn | 447.78m | 11.57bn | 2.70k | 25.45 | 5.04 | 23.25 | 4.37 | 6.52 | 6.52 | 38.54 | 32.92 | 0.7146 | -- | 6.52 | 980,124.00 | 12.08 | 11.87 | 19.63 | 20.67 | -- | -- | 16.91 | 17.01 | -- | 4,412.66 | 0.00 | 38.09 | 24.81 | 15.56 | 42.60 | 16.81 | 13.89 | 12.95 |
| Invesco Ltd | 6.38bn | -726.30m | 11.77bn | 8.37k | -- | 0.9627 | 7.63 | 1.85 | -1.61 | -1.61 | 14.06 | 27.55 | 0.2357 | -- | -- | -- | -0.6462 | 2.20 | -0.7005 | 2.60 | 66.64 | 67.81 | -2.74 | 10.62 | -- | -- | 0.4535 | 117.31 | 5.11 | 0.7423 | -235.00 | -- | -- | 1.62 |
| Stifel Financial Corp | 6.35bn | 646.50m | 12.26bn | 9.00k | 20.24 | -- | 27.01 | 1.93 | 5.88 | 5.88 | 57.72 | -- | -- | -- | -- | -- | -- | -- | -- | -- | 71.60 | -- | 10.77 | 12.76 | -- | 2.12 | -- | -- | 6.65 | 10.70 | -6.86 | 6.30 | -- | 32.34 |
| Equitable Holdings Inc | 14.14bn | -1.44bn | 12.58bn | 8.00k | -- | -- | -- | 0.8896 | -4.83 | -4.83 | 47.11 | -- | -- | -- | -- | -- | -- | -- | -- | -- | 46.65 | 59.04 | -7.34 | 8.76 | -- | 0.4792 | -- | -- | -16.43 | 0.00 | -220.08 | -- | -- | 9.73 |
| Evercore Inc | 3.88bn | 591.92m | 13.22bn | 2.57k | 23.01 | -- | 19.64 | 3.41 | 14.00 | 14.00 | 92.10 | -- | -- | -- | -- | -- | -- | -- | -- | -- | 99.05 | 99.01 | 16.51 | 17.81 | -- | -- | -- | -- | 29.49 | 11.17 | 56.48 | 11.04 | -- | 7.16 |
| Ares Capital Corporation | 3.05bn | 1.30bn | 13.91bn | 4.25k | 10.44 | 0.9713 | 10.71 | 4.56 | 1.86 | 1.86 | 4.37 | 19.94 | 0.1026 | -- | 5.45 | 718,117.60 | 4.37 | 5.47 | 4.51 | 5.66 | 49.44 | 50.51 | 42.56 | 51.78 | -- | 1,458.00 | 0.5276 | 81.74 | 2.07 | 15.10 | -14.65 | 21.83 | -- | 3.71 |
| Franklin Resources Inc | 8.85bn | 562.70m | 14.08bn | 9.90k | 24.87 | 1.16 | 12.21 | 1.59 | 1.09 | 1.09 | 17.10 | 23.34 | 0.2725 | -- | 6.23 | 902,673.50 | 2.04 | 3.96 | 2.55 | 4.97 | 36.07 | 38.57 | 7.50 | 13.42 | -- | -- | 0.4788 | 66.00 | 3.45 | 9.52 | 9.14 | -9.65 | 8.30 | 3.65 |
| Holder | Shares | % Held |
|---|---|---|
| The Vanguard Group, Inc.as of 31 Dec 2025 | 27.98m | 9.77% |
| BlackRock Fund Advisorsas of 30 Sep 2025 | 24.14m | 8.43% |
| Canada Pension Plan Investment Boardas of 30 Sep 2025 | 17.51m | 6.11% |
| T. Rowe Price Associates, Inc. (IM)as of 30 Sep 2025 | 15.83m | 5.53% |
| Norges Bank Investment Managementas of 30 Jun 2025 | 12.53m | 4.37% |
| SSgA Funds Management, Inc.as of 30 Sep 2025 | 12.27m | 4.28% |
| Capital Research & Management Co. (International Investors)as of 30 Sep 2025 | 11.01m | 3.84% |
| Wellington Management Co. LLPas of 30 Sep 2025 | 9.77m | 3.41% |
| Geode Capital Management LLCas of 30 Sep 2025 | 6.38m | 2.23% |
| Thornburg Investment Management, Inc.as of 30 Sep 2025 | 4.87m | 1.70% |
