Axa Equitable Holdings Inc (EQH)

Sector:
FINANCE
Industry:
INSURANCE
SIC:
INSURANCE AGENTS, BROKERS & SERVICE
CEO:
Mark Pearson
Employees:
7,800
1290 AVENUE OF THE AMERICAS, NEW YORK, NY 10104
011-0033 140 7546 22

Equitable Holdings, Inc. operates as a diversified financial services company worldwide.

Data derived from most recent annual or quarterly report
Market Cap 10.538 Billion Shares Outstanding389.558 Million Avg 30-day Volume 3.096 Million
P/E Ratio0.0 Dividend Yield2.6517 EPS1.6
Price to Revenue0.9605 Debt to Equity0.2376 EBITDA2.144 Billion
Price to Book Value0.7197 Operating Margin-3.5558 Enterprise Value-85.038 Billion
Current Ratio1.207 EPS Growth0.563 Quick Ratio1.207
1 Yr BETA 1.262 52-week High/Low 36.67 / 25.22 Profit Margin-2.9903
Operating Cash Flow Growth71.7593 Altman Z-Score0.1321 Free Cash Flow to Firm 5.05 Billion
Earnings Report2022-08-03
View SEC Filings from EQH instead.

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Funds Holding EQH (via 13F filings)

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*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding EQH BETA

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Recent Filings

Financial Reporting

Ownership

  • 4: filed on 2022-06-08 by ECKERT WILLIAM JAMES IV
  • 4: filed on 2022-06-08 by BERNSTEIN SETH P
  • 4: filed on 2022-06-08 by LANE NICK
  • 4: filed on 2022-06-08 by PEARSON MARK
  • 4: filed on 2022-06-08 by HURD JEFFREY J
  • 4: filed on 2022-06-08 by GONZALEZ JOSE RAMON
  • 4: filed on 2022-06-08 by RAJU ROBIN M
  • 4: filed on 2022-06-07 by MACKAY CRAIG C
  • 3: filed on 2022-06-06 by MACKAY CRAIG C
  • 4: filed on 2022-05-27 by LANE NICK

    • Events (8k)

  • 8-K: filed on 2022-06-10:
    Item 1.01: Entry into a Material Definitive Agreement
    Item 2.03: Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-06-06:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
  • 8-K: filed on 2022-05-20:
    Item 5.03: Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year
    Item 5.07: Submission of Matters to a Vote of Security Holders
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-05-09:
    Item 2.02: Results of Operations and Financial Condition
    Item 7.01: Regulation FD Disclosure
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-02-10:
    Item 2.02: Results of Operations and Financial Condition
    Item 7.01: Regulation FD Disclosure
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2021-12-16:
    Item 1.01: Entry into a Material Definitive Agreement
    Item 2.03: Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2021-11-03:
    Item 2.02: Results of Operations and Financial Condition
    Item 7.01: Regulation FD Disclosure
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2021-10-22:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
  • 8-K: filed on 2021-08-04:
    Item 2.02: Results of Operations and Financial Condition
    Item 7.01: Regulation FD Disclosure
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2021-06-29:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 1.01: Entry into a Material Definitive Agreement
    Item 2.03: Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant
    Item 9.01: Financial Statements and Exhibits

    • Proxy

    Prospectus

    All

    Open Market Buys/Sells Last 60 Days

    Open Market Buys (P)

    none

    Open Market Sells (S)

    63.7 Thousand total shares from 4 transactions

    Exercise Derivative Conversion (M)

    40.7 Thousand total shares from 2 transactions

    Current/Former Insiders

    Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

    LANE NICK (SEE REMARKS)

    • Officer
    		 111,394 2022-06-06 10

    HURD JEFFREY J CHIEF OPERATING OFFICER

    • Officer
    		 96,245 2022-06-06 18

    PEARSON MARK PRESIDENT AND CEO

    • Officer
    • Director
    		 483,780 2022-06-06 17

    ECKERT WILLIAM JAMES IV CHIEF ACCOUNTING OFFICER

    • Officer
    		 29,653 2022-06-06 8

    BERNSTEIN SETH P SEE REMARKS

    • Officer
    		 69,829 2022-06-06 7

    MACKAY CRAIG C

    • Director
    		 0 2022-06-06 2

    GONZALEZ JOSE RAMON CHIEF LEGAL OFFICER

    • Officer
    		 62,099 2022-06-06 7

    RAJU ROBIN M CHIEF FINANCIAL OFFICER

    • Officer
    		 62,008 2022-06-06 7

    LAMMTENNANT JOAN M

    • Director
    		 25,056 2022-05-19 2

    SCOTT BERTRAM L

    • Director
    		 28,729 2022-05-19 2

    MATUS KRISTI ANN

    • Director
    		 19,297 2022-05-19 2

    KAYE DANIEL G

    • Director
    		 52,129 2022-05-19 1

    STANSFIELD GEORGE

    • Director
    		 24,655 2022-05-19 1

    STONEHILL CHARLES G.T.

    • Director
    		 28,285 2022-05-19 2

    HONDAL FRANCIS

    • Director
    		 10,615 2022-05-19 1

    OLIVEIRA RAMON DE

    • Director
    		 56,695 2021-05-20 0

    MALMSTROM ANDERS SENIOR EVP & CFO

    • Officer
    		 118,789 2021-03-22 0

    HATTEM DAVE S. SEVP & CHIEF LEGAL OFFICER

    • Officer
    		 63,255 2021-03-15 0

    BROOKS KERMITT SENIOR EVP

    • Officer
    		 15,392 2020-03-16 0

    AXA

    • 10% Owner
    		 No longer subject to file 2019-12-10 0

    WINIKOFF BRIAN (SEE REMARKS)

    • Officer
    		 0 2018-06-11 0

    NITZAN ANDREA SVP, CAO AND CONTROLLER

    • Officer
    		 0 2018-06-11 0

    POUPART-LAFARGE BERTRAND

    • Director
    		 0 2018-05-09 0

    HARLIN GERALD

    • Director
    		 0 2018-05-09 0

    SILVENT KARIMA

    • Director
    		 0 2018-05-09 0

    BUBERL THOMAS

    • Director
    • CHAIRMAN OF THE BOARD
    		 0 2018-05-09 0

    Insider Transactions Last 60 Days

    Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
    Disposed    		 Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

    GONZALEZ JOSE RAMON - Officer CHIEF LEGAL OFFICER

    		2022-06-08 18:00:20 -0400 2022-06-06 A 341 a 62,099 direct -4.7735 -10.9408 0.0 1 -10.9408 6

    HURD JEFFREY J - Officer CHIEF OPERATING OFFICER

    		2022-06-08 18:00:27 -0400 2022-06-06 A 341 a 96,245 direct -4.7735 -10.9408 0.0 1 -10.9408 6

    PEARSON MARK - Director - Officer PRESIDENT AND CEO

    		2022-06-08 18:00:30 -0400 2022-06-06 A 1,568 a 483,780 direct -4.7735 -10.9408 0.0 1 -10.9408 6

    LANE NICK - Officer (SEE REMARKS)

    		2022-06-08 18:00:34 -0400 2022-06-06 A 387 a 111,394 direct -4.7735 -10.9408 0.0 1 -10.9408 6

    BERNSTEIN SETH P - Officer SEE REMARKS

    		2022-06-08 18:00:37 -0400 2022-06-06 A 161 a 69,829 direct -4.7735 -10.9408 0.0 1 -10.9408 6

    ECKERT WILLIAM JAMES IV - Officer CHIEF ACCOUNTING OFFICER

    		2022-06-08 18:00:40 -0400 2022-06-06 A 72 a 29,653 direct -4.7735 -10.9408 0.0 1 -10.9408 6

    RAJU ROBIN M - Officer CHIEF FINANCIAL OFFICER

    		2022-06-08 18:00:17 -0400 2022-06-06 A 205 a 62,008 direct -4.7735 -10.9408 0.0 1 -10.9408 6

    MACKAY CRAIG C - Director

    		2022-06-07 17:00:23 -0400 2022-06-06 A 5,127 a 5,127 direct -2.3145 -9.224 0.0 1 -11.6746 4

    LANE NICK - Officer (SEE REMARKS)

    		2022-05-27 17:02:24 -0400 2022-05-26 M 20,725 $18.74 a 136,732 direct yes -1.0852 -2.1375 0.0 1 -3.3542 4

    LANE NICK - Officer (SEE REMARKS)

    		2022-05-27 17:02:24 -0400 2022-05-26 M 20,725 d 176,589 direct

    LANE NICK - Officer (SEE REMARKS)

    		2022-05-27 17:02:24 -0400 2022-05-26 S 5,000 $30.01 d 111,007 direct yes -1.0852 -2.1375 0.0 1 -3.3542 4

    LANE NICK - Officer (SEE REMARKS)

    		2022-05-27 17:02:24 -0400 2022-05-26 S 20,725 $30.04 d 116,007 direct yes -1.0852 -2.1375 0.0 1 -3.3542 4

    PEARSON MARK - Director - Officer PRESIDENT AND CEO

    		2022-05-27 17:01:36 -0400 2022-05-26 M 20,000 d 926,400 direct

    PEARSON MARK - Director - Officer PRESIDENT AND CEO

    		2022-05-27 17:01:36 -0400 2022-05-26 S 30,000 $30.04 d 482,212 direct yes -1.0852 -2.1375 0.0 1 -3.3542 4

    PEARSON MARK - Director - Officer PRESIDENT AND CEO

    		2022-05-27 17:01:36 -0400 2022-05-26 M 20,000 $18.74 a 512,212 direct yes -1.0852 -2.1375 0.0 1 -3.3542 4

    HURD JEFFREY J - Officer CHIEF OPERATING OFFICER

    		2022-05-27 17:01:23 -0400 2022-05-26 S 8,000 $30.00 d 95,904 direct yes -1.0852 -2.1375 0.0 1 -3.3542 4

    LAMMTENNANT JOAN M - Director

    		2022-05-20 18:01:17 -0400 2022-05-19 A 9,377 a 25,056 direct -1.2157 6.351 8.0297 5 -1.2157 2

    MATUS KRISTI ANN - Director

    		2022-05-20 18:00:17 -0400 2022-05-19 A 5,770 a 19,297 direct -1.2157 6.351 8.0297 5 -1.2157 2

    SCOTT BERTRAM L - Director

    		2022-05-20 18:00:27 -0400 2022-05-19 A 5,770 a 28,729 direct -1.2157 6.351 8.0297 5 -1.2157 2

    HONDAL FRANCIS - Director

    		2022-05-20 18:00:40 -0400 2022-05-19 A 5,770 a 10,615 direct -1.2157 6.351 8.0297 5 -1.2157 2

    STONEHILL CHARLES G.T. - Director

    		2022-05-20 18:00:51 -0400 2022-05-19 A 5,770 a 28,285 direct -1.2157 6.351 8.0297 5 -1.2157 2

    KAYE DANIEL G - Director

    		2022-05-20 18:00:56 -0400 2022-05-19 A 5,770 a 52,129 direct -1.2157 6.351 8.0297 5 -1.2157 2

    STANSFIELD GEORGE - Director

    		2022-05-20 18:01:01 -0400 2022-05-19 A 5,770 a 24,655 direct -1.2157 6.351 8.0297 5 -1.2157 2

    * -

    Transaction Code Definitions
    Code Definition
    A Grant, award or other acquisition pursuant to Rule 16b-3(d)
    C Conversion of derivative security
    D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
    E Expiration of short derivative position
    F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
    G Bona fide gift
    H Expiration (or cancellation) of long derivative position with value received
    I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
    J Other acquisition or disposition
    L Small acquisition under Rule 16a-6
    M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
    O Exercise of out-of-the-money derivative security
    P Open market or private purchase of non-derivative or derivative security
    S Open market or private sale of non-derivative or derivative security
    U Disposition pursuant to a tender of shares in a change of control transaction
    W Acquisition or disposition by will or the laws of descent and distribution
    X Exercise of in-the-money or at-the-money derivative security
    Z Deposit into or withdrawal from voting trust

    IBR Securities Loan Availability

    Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

    Security Date/Time Rebate Rate Fee Rate Shares Available
    EQUITABLE HOLDINGS INC EQH 2022-06-28 22:15:04 UTC 1.2996 0.2704 0
    EQUITABLE HOLDINGS INC EQH 2022-06-28 21:45:03 UTC 1.2996 0.2704 0
    EQUITABLE HOLDINGS INC EQH 2022-06-28 21:15:03 UTC 1.2996 0.2704 0
    EQUITABLE HOLDINGS INC EQH 2022-06-28 20:45:03 UTC 1.3191 0.2509 0
    EQUITABLE HOLDINGS INC EQH 2022-06-28 20:15:04 UTC 1.3191 0.2509 0
    EQUITABLE HOLDINGS INC EQH 2022-06-28 19:45:03 UTC 1.3191 0.2509 0
    EQUITABLE HOLDINGS INC EQH 2022-06-28 19:15:03 UTC 1.3191 0.2509 0
    EQUITABLE HOLDINGS INC EQH 2022-06-28 18:45:03 UTC 1.3191 0.2509 0
    EQUITABLE HOLDINGS INC EQH 2022-06-28 18:15:04 UTC 1.3191 0.2509 0
    EQUITABLE HOLDINGS INC EQH 2022-06-28 17:45:03 UTC 1.3191 0.2509 0
    EQUITABLE HOLDINGS INC EQH 2022-06-28 17:15:03 UTC 1.3191 0.2509 0
    EQUITABLE HOLDINGS INC EQH 2022-06-28 16:45:06 UTC 1.2955 0.2745 0
    EQUITABLE HOLDINGS INC EQH 2022-06-28 16:15:03 UTC 1.2955 0.2745 0
    EQUITABLE HOLDINGS INC EQH 2022-06-28 15:45:03 UTC 1.2955 0.2745 0
    EQUITABLE HOLDINGS INC EQH 2022-06-28 15:15:03 UTC 1.2955 0.2745 0
    EQUITABLE HOLDINGS INC EQH 2022-06-28 14:45:03 UTC 1.2955 0.2745 0
    EQUITABLE HOLDINGS INC EQH 2022-06-28 14:15:04 UTC 1.2955 0.2745 0
    EQUITABLE HOLDINGS INC EQH 2022-06-28 13:45:03 UTC 1.1458 0.4242 0
    EQUITABLE HOLDINGS INC EQH 2022-06-28 13:15:03 UTC 1.1458 0.4242 0
    EQUITABLE HOLDINGS INC EQH 2022-06-28 12:45:03 UTC 1.1458 0.4242 0

    Current Active Short Positions

    Holder Issuer Net Short Position Position Date Origin
    Trust for Professional Managers- Convergence Long/Short Equity Fund EQH -2039.0 shares, $-64146.94 2021-11-30 N-PORT
    Principal Funds, Inc- Global Multi-Strategy Fund EQH 3.0 shares, $-97.98 2022-02-28 N-PORT
    Trust for Professional Managers- Convergence Long/Short Equity ETF EQH -2322.0 shares, $-70612.02 2022-05-31 N-PORT

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