Equitable Holdings, Inc.

Equitable Holdings, Inc.verified

EQH

Price:

$39.58

Market Cap:

$12.66B

Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through four segments: Individual Retirement, Group Retirement, Investment Management and Research, and Protection Solutions. The Individual Retirement segment offers a suite of variable annuity products primarily to affluent and high net worth individuals. The Group Retirement segment 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. The Investment Management and Research segment offers...[Read more]

Industry

Insurance - Diversified

IPO Date

2018-05-10

Stock Exchange

NYSE

Ticker

EQH

The ROE as of September 2024 (TTM) for Equitable Holdings, Inc. (EQH) is 45.59%

According to Equitable Holdings, Inc.’s latest financial reports and current stock price. The company's current ROE is 45.59%. This represents a change of 160.15% compared to the average of 17.52% of the last 4 quarters.

Equitable Holdings, Inc. (EQH) Historical ROE (quarterly & annually)

How has EQH ROE performed in the past?

The mean historical ROE of Equitable Holdings, Inc. over the last ten years is 22.29%. The current 45.59% ROE has changed 104.50% with respect to the historical average. Over the past ten years (40 quarters), EQH's ROE was at its highest in in the September 2023 quarter at 64.80%. The ROE was at its lowest in in the December 2023 quarter at -26.35%.

Quarterly (TTM)
Annual

Average

22.29%

Median

4.75%

Minimum

-10.61%

Maximum

153.68%

Equitable Holdings, Inc. (EQH) ROE by Quarter and Year

Discovering the peaks and valleys of Equitable Holdings, Inc. ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = Infinity%

Maximum Annual ROE = 153.68%

Minimum Annual Increase = -73858.05%

Minimum Annual ROE = -10.61%

Quarterly (TTM)
Annual
YearROEChange
202349.15%-68.02%
2022153.68%-73858.05%
2021-0.21%-90.70%
2020-2.24%-78.88%
2019-10.61%-180.83%
201813.13%108.23%
20176.30%-40.17%
201610.54%230.32%
20153.19%Infinity%

Equitable Holdings, Inc. (EQH) Average ROE

How has EQH ROE performed in the past?

The current ROE of Equitable Holdings, Inc. (EQH) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

67.54%

5-year avg

37.95%

10-year avg

22.29%

Equitable Holdings, Inc. (EQH) ROE vs. Peers

How is EQH’s ROE compared to its peers?

Equitable Holdings, Inc.’s ROE is less than American International Group, Inc. (11.00%), less than Arch Capital Group Ltd. (29.59%), less than Old Republic International Corporation (10.53%), less than Sun Life Financial Inc. (14.17%), less than Assicurazioni Generali S.p.A. (18.24%), less than Allianz SE (16.99%), less than BB Seguridade Participações S.A. (78.84%), less than Allianz SE (16.99%), less than International General Insurance Holdings Ltd. (21.26%), less than Enstar Group Limited (16.83%), less than Waterdrop Inc. (5.77%), less than International General Insurance Holdings Ltd. (21.26%), less than Goosehead Insurance, Inc (35.43%),

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