In the last three months, 6 analysts have published ratings on Equitable Hldgs EQH, offering a diverse range of perspectives from bullish to bearish.
The table below summarizes their recent ratings, showcasing the evolving sentiments within the past 30 days and comparing them to the preceding months.
Bullish | Somewhat Bullish | Indifferent | Somewhat Bearish | Bearish | |
---|---|---|---|---|---|
Total Ratings | 1 | 4 | 1 | 0 | 0 |
Last 30D | 0 | 1 | 0 | 0 | 0 |
1M Ago | 1 | 2 | 1 | 0 | 0 |
2M Ago | 0 | 1 | 0 | 0 | 0 |
3M Ago | 0 | 0 | 0 | 0 | 0 |
Providing deeper insights, analysts have established 12-month price targets, indicating an average target of $58.83, along with a high estimate of $70.00 and a low estimate of $53.00. This upward trend is apparent, with the current average reflecting a 13.13% increase from the previous average price target of $52.00.
Exploring Analyst Ratings: An In-Depth Overview
The perception of Equitable Hldgs by financial experts is analyzed through recent analyst actions. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
Analyst | Analyst Firm | Action Taken | Rating | Current Price Target | Prior Price Target |
---|---|---|---|---|---|
Jack Matten | BMO Capital | Announces | Outperform | $70.00 | - |
Elyse Greenspan | Wells Fargo | Lowers | Overweight | $53.00 | $54.00 |
Cave Montazeri | Deutsche Bank | Raises | Buy | $58.00 | $47.00 |
Jimmy Bhullar | JP Morgan | Raises | Neutral | $53.00 | $45.00 |
Alex Scott | Barclays | Raises | Overweight | $61.00 | $60.00 |
Ryan Krueger | Keefe, Bruyette & Woods | Raises | Outperform | $58.00 | $54.00 |
Key Insights:
- Action Taken: In response to dynamic market conditions and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their reaction to recent developments related to Equitable Hldgs. This insight gives a snapshot of analysts' perspectives on the current state of the company.
- Rating: Analyzing trends, analysts offer qualitative evaluations, ranging from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Equitable Hldgs compared to the broader market.
- Price Targets: Analysts explore the dynamics of price targets, providing estimates for the future value of Equitable Hldgs's stock. This examination reveals shifts in analysts' expectations over time.
Capture valuable insights into Equitable Hldgs's market standing by understanding these analyst evaluations alongside pertinent financial indicators. Stay informed and make strategic decisions with our Ratings Table.
Stay up to date on Equitable Hldgs analyst ratings.
Get to Know Equitable Hldgs Better
Equitable Holdings Inc is a financial services company in the U.S. The company provides variable annuities, tax-deferred investment and retirement plans, employee benefits, and protection solutions for individuals, families, and small businesses. Its business segments include Individual Retirement, Group Retirement, Investment Management and Research, Protection Solutions, Wealth Management, and Legacy. The Individual Retirement segment offers annuity products, the Group Retirement segment provides tax-deferred investment and retirement services, the Investment Management and Research segment consists of diversified investment management, research, and related services, and the Protection Solutions segment focuses on life insurance products.
Equitable Hldgs: Financial Performance Dissected
Market Capitalization: Boasting an elevated market capitalization, the company surpasses industry averages. This signals substantial size and strong market recognition.
Revenue Challenges: Equitable Hldgs's revenue growth over 3 months faced difficulties. As of 30 September, 2024, the company experienced a decline of approximately -15.12%. This indicates a decrease in top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Financials sector.
Net Margin: Equitable Hldgs's net margin lags behind industry averages, suggesting challenges in maintaining strong profitability. With a net margin of -4.81%, the company may face hurdles in effective cost management.
Return on Equity (ROE): Equitable Hldgs's ROE is below industry standards, pointing towards difficulties in efficiently utilizing equity capital. With an ROE of -17.01%, the company may encounter challenges in delivering satisfactory returns for shareholders.
Return on Assets (ROA): Equitable Hldgs's ROA falls below industry averages, indicating challenges in efficiently utilizing assets. With an ROA of -0.05%, the company may face hurdles in generating optimal returns from its assets.
Debt Management: Equitable Hldgs's debt-to-equity ratio surpasses industry norms, standing at 3.36. This suggests the company carries a substantial amount of debt, posing potential financial challenges.
The Core of Analyst Ratings: What Every Investor Should Know
Experts in banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their comprehensive research involves attending company conference calls and meetings, analyzing financial statements, and engaging with insiders to generate what are known as analyst ratings for stocks. Typically, analysts assess and rate each stock once per quarter.
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
If you want to keep track of which analysts are outperforming others, you can view updated analyst ratings along withanalyst success scores in Benzinga Pro.
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