Analyzing Ratios: Equitable Holdings Inc (EQH)’s Financial Story Unveiled

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The price of Equitable Holdings Inc (NYSE: EQH) closed at $41.05 in the last session, up 2.55% from day before closing price of $40.03. In other words, the price has increased by $2.55 from its previous closing price. On the day, 2.43 million shares were traded. EQH stock price reached its highest trading level at $41.07 during the session, while it also had its lowest trading level at $39.98.

Ratios:

We take a closer look at EQH’s different ratios to gain a better understanding of the stock. In the meantime, Its Debt-to-Equity ratio is 1.88 whereas as Long-Term Debt/Eq ratio is at 1.88.

Upgrades & Downgrades

In addition, analysts’ ratings and any changes thereto give investors an idea of the stock’s future direction. In the most recent recommendation for the company, UBS on June 18, 2024, Downgraded its rating to Neutral and sets its target price to $43 from $40 previously.

On January 03, 2024, JP Morgan Downgraded its rating to Neutral which previously was Overweight and also upped its target price recommendation from $35 to $36.

Jefferies Upgraded its Hold to Buy on December 11, 2023, whereas the target price for the stock was revised from $28 to $37.

Insider Transactions:

An investor can also benefit from insider trades by learning what management is thinking about the future direction of stock prices. A recent insider transaction in this stock occurred on Jun 14 ’24 when HURD JEFFREY J sold 9,969 shares for $39.62 per share. The transaction valued at 394,992 led to the insider holds 121,521 shares of the business.

HURD JEFFREY J sold 9,969 shares of EQH for $402,945 on May 15 ’24. The Chief Operating Officer now owns 131,093 shares after completing the transaction at $40.42 per share. On May 02 ’24, another insider, BERNSTEIN SETH P, who serves as the insider of the company, sold 152,473 shares for $38.06 each. As a result, the insider received 5,802,650 and left with 88,660 shares of the company.

Valuation Measures:

Investors should consider key stock statistics when deciding whether to invest or divest. In the wake of the recent closing price, EQH now has a Market Capitalization of 13351306240 and an Enterprise Value of 11331288064. As of this moment, Equitable’s Price-to-Earnings (P/E) ratio for their current fiscal year is 12.71, and their Forward P/E ratio for the next fiscal year is 5.70. The expected Price-to-Earnings-to-Growth (PEG) calculation for the next 5 years is 0.67. For the stock, the TTM Price-to-Sale (P/S) ratio is 1.00 while its Price-to-Book (P/B) ratio in mrq is 28.61. Its current Enterprise Value per Revenue stands at 1.091 whereas that against EBITDA is 4.661.

Stock Price History:

The Beta on a monthly basis for EQH is 1.42, which has changed by 0.61423516 over the last 52 weeks, in comparison to a change of 0.2586832 over the same period for the S&P500. Over the past 52 weeks, EQH has reached a high of $41.64, while it has fallen to a 52-week low of $24.65. The 50-Day Moving Average of the stock is 4.96%, while the 200-Day Moving Average is calculated to be 23.09%.

Shares Statistics:

According to the various share statistics, EQH traded on average about 2.58M shares per day over the past 3-months and 2785440 shares per day over the past 10 days. A total of 333.88M shares are outstanding, with a floating share count of 323.71M. Insiders hold about 0.47% of the company’s shares, while institutions hold 99.97% stake in the company. Shares short for EQH as of 1715731200 were 4177238 with a Short Ratio of 1.65, compared to 1713139200 on 4735747. Therefore, it implies a Short% of Shares Outstanding of 4177238 and a Short% of Float of 1.47.

Dividends & Splits

The forward annual dividend rate for EQH is 0.90, which was 0.9 in the trailing 12 months. Against a Trailing Annual Dividend Yield of 0.022483138The stock’s 5-year Average Dividend Yield is 2.63.

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