Company Equitable Holdings, Inc. Nyse

Equities

EQH.PRC

US29452E4089

Diversified Investment Services

Analysts' Consensus

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Holdings

Company contact information

Group companies

Sector

Sales per Business

Ratings for Equitable Holdings, Inc.

EPS Revisions

Quarterly earnings - Rate of surprise

Sector Diversified Investment Services

Market Closed - Nyse Other stock markets 04:10:00 2024-05-17 pm EDT			5-day change	1st Jan Change
18.03 ^USD	-0.31%		+0.81%	+8.90%

May. 17	Equitable Holdings Insider Sold Shares Worth $402,945, According to a Recent SEC Filing	MT
May. 10	Wells Fargo Cuts Price Target on Equitable Holdings to $44 From $46, Keeps Overweight Rating	MT

Equitable Holdings, Inc. is the holding company for a diversified financial services organization. The Companyâs segments include Individual Retirement, Group Retirement, Investment Management and Research, Protection Solutions, Wealth Management and Legacy. The Individual Retirement segment offers a diverse suite of variable annuity products which are primarily sold to affluent and high-net-worth individuals. The Group Retirement segment offers tax-deferred investment and retirement services or products. The Investment Management & Research segment provides diversified investment management, research, and related solutions globally. The Protection Solutions segment includes its life insurance and group employee benefits businesses. The Wealth Management segment offers discretionary and non-discretionary investment advisory accounts, financial planning and advice, life insurance, and annuity products. Legacy segment primarily consists of its capital-intensive fixed-rate GMxB business.

Number of employees: 10,700

USD in Million	2022	Weight	2023	Weight	Delta
Investment Management and Research 39.1 %	4,105	29.3 %	4,117	39.1 %	+0.29%
Protection Solutions 30.2 %	3,302	23.6 %	3,180	30.2 %	-3.69%
Adjustments -29.4 %	29	0.2 %	-3,093	-29.4 %	-10,765.52%
Individual Retirement 25.1 %	3,920	28.0 %	2,643	25.1 %	-32.58%
Wealth Management 14.7 %	-	-	1,551	14.7 %	-
Corporate and Other 10.6 %	1,488	10.6 %	1,118	10.6 %	-24.87%
Group Retirement 9.7 %	1,173	8.4 %	1,021	9.7 %	-12.96%
Eliminations -7.7 %	-	-	-810	-7.7 %	-
Legacy 7.6 %	-	-	801	7.6 %	-

USD in Million	2022	Weight	2023	Weight	Delta
United States 100.0 %	14,017	100.0 %	10,528	100.0 %	-24.89%

Managers	Title	Age	Since
Mark Pearson CEO	Chief Executive Officer	64	11-01-31
Robin Raju DFI	Director of Finance/CFO	42	03-12-31
Jeffrey Hurd COO	Chief Operating Officer	56	-
Erik Bass IRC	Investor Relations Contact	-	23-09-28
Stephanie Withers AUD	Comptroller/Controller/Auditor	-	-
Yun Zhang TRE	Treasurer	-	06-12-31
Jose Gonzalez LAW	General Counsel	56	-
Aaron Sarfatti PRN	Corporate Officer/Principal	-	17-12-31
William Eckert AUD	Comptroller/Controller/Auditor	61	18-08-14
Nicholas Lane PRN	Corporate Officer/Principal	50	19-02-20

Members of the board	Title	Age	Since
Joan Lamm-Tennant CHM	Chairman	71	19-12-31
Bertram Scott BRD	Director/Board Member	73	19-03-26
Charles Stonehill BRD	Director/Board Member	66	18-03-31
Mark Pearson CEO	Chief Executive Officer	64	11-01-31
George Stansfield BRD	Director/Board Member	64	16-12-31
Francis Hondal BRD	Director/Board Member	59	20-09-07
Daniel Kaye BRD	Director/Board Member	69	18-03-31
Craig MacKay BRD	Director/Board Member	61	22-06-05
Arlene Isaacs-Lowe BRD	Director/Board Member	64	22-07-10

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	0	12,000	0	0	66.83 %
Stock B	0	20,000	0	0
Stock C	1	484,353,523	323,711,752 ( 66.83 %)	159,108,981 ( 32.85 %)
Stock D	0	32,000	0	0

Name	Equities	%	Valuation
Vanguard Fiduciary Trust Co. 11.43 %	37,434,676	11.43 %	1 390 M $
T. Rowe Price International Ltd. 7.866 %	25,771,463	7.866 %	957 M $
BlackRock Advisors LLC 7.823 %	25,628,637	7.823 %	952 M $
Pzena Investment Management, Inc. 7.729 %	25,320,633	7.729 %	940 M $
Canada Pension Plan Investment Board 5.740 %	18,804,685	5.740 %	698 M $
Norges Bank (13F) 5.561 %	18,217,109	5.561 %	676 M $
STATE STREET CORPORATION 4.043 %	13,245,335	4.043 %	492 M $
Massachusetts Financial Services Co. 2.901 %	9,503,715	2.901 %	353 M $
Invesco Advisers, Inc. 2.367 %	7,755,177	2.367 %	288 M $
Wellington Management Co. LLP 2.253 %	7,380,436	2.253 %	274 M $

Name	Equities	%	Valuation
DoubleLine Capital LP 0.0571 %	18,271	0.0571 %	397 760 $
Innovative Portfolios LLC 0.0281 %	9,000	0.0281 %	195 930 $
Russell Investments Canada Ltd. 0.003891 %	1,245	0.003891 %	27 104 $
Financial Gravity Asset Management, Inc. 0.000266 %	85	0.000266 %	1 850 $

Name	Equities	%	Valuation
Flaherty & Crumrine, Inc. -	0	-	- $
DoubleLine Capital LP -	0	-	- $

Name	Equities	%	Valuation
AllianceBernstein LP 63.80%	177,121,625	63.80%	5,970,769,979 $
CALAMOS STRATEGIC TOTAL RETURN FUND 59.68%	1,480,000	59.68%	23,147,200 $

Equitable Holdings, Inc.

1345 Avenue of the Americas

10105, New York

+212 554 1234

http://www.equitableholdings.com

address Equitable Holdings, Inc.(EQH.PRC)

Name	Category and Sector
Sanford C. Bernstein (India) Pvt Ltd. Sanford C. Bernstein (India) Pvt Ltd. Investment ManagersFinance Part of Equitable Holdings, Inc., Sanford C. Bernstein (India) Pvt Ltd. is an Indian company that provides investment research. The company is based in Mumbai, India and was founded in 2017.	Investment Managers
Equitable Investment Management LLC Equitable Investment Management LLC Investment ManagersFinance Part of Equitable Holdings, Inc., Equitable Investment Management LLC provides investment advice. The company is based in NEW YORK, NY. Steven Michael Joenk has been the CEO of the company since 2022.	Investment Managers
Corporate Solutions Life Reinsurance Co. Corporate Solutions Life Reinsurance Co. Life/Health InsuranceFinance Corporate Solutions Life Reinsurance Co. engages in the provision of life insurance services. The company is headquartered in Jersey City, NJ.	Life/Health Insurance
CS Life Re Co.
Equitable Financial Life Insurance Company of America Equitable Financial Life Insurance Company of America Life/Health InsuranceFinance Equitable Financial Life Insurance Company of America provides life insurance product. It offers variety of fixed and variable life insurance policies which offer policy features. It issues Market Stabilizer Option (MSO), an investment option available under certain variable life insurance policies. The company was founded on March 6, 1969 and is headquartered in Charlotte, NC.	Life/Health Insurance
Equitable Financial Life Insurance Co. Equitable Financial Life Insurance Co. Investment Trusts/Mutual FundsMiscellaneous Equitable Life Insurance Co. provides investment advice. Its products include life insurance, retirement, retirement plans for employers and investments. The company was founded by Henry Hyde in 1859 and is headquartered in New York, NY.	Investment Trusts/Mutual Funds

Trading Rating

Investor Rating

ESG Refinitiv

More Ratings

Sell

Buy

Mean consensus

BUY

Number of Analysts

Last Close Price

40.73 USD

Average target price

42.6 USD

Spread / Average Target

+4.59%

Consensus

Estimates Revisions

Company calendar

Financials

Banking & Investment Services

Investment Banking & Investment Services

Diversified Investment Services

Diversified Investment Services

	1st Jan change	Capi.
MACQUARIE GROUP LIMITED	+3.94%	46.57B
SBI HOLDINGS, INC.	+22.98%	7.58B
VOYA FINANCIAL, INC.	+2.52%	7.53B
INVESTEC GROUP	+0.14%	6.28B
FIRST CAPITAL SECURITIES CO., LTD.	-2.41%	3.3B
AMP LIMITED	+17.20%	1.94B
AJ BELL PLC	+15.50%	1.89B
PT SARATOGA INVESTAMA SEDAYA TBK	-5.79%	1.31B
L1 LONG SHORT FUND LIMITED	+4.39%	1.29B

Diversified Investment Services