In the last three months, 14 analysts have published ratings on Equitable Holdings EQH, offering a diverse range of perspectives from bullish to bearish.
The table below provides a snapshot of their recent ratings, showcasing how sentiments have evolved over the past 30 days and comparing them to the preceding months.
| Bullish | Somewhat Bullish | Indifferent | Somewhat Bearish | Bearish | |
|---|---|---|---|---|---|
| Total Ratings | 3 | 10 | 1 | 0 | 0 |
| Last 30D | 1 | 0 | 0 | 0 | 0 |
| 1M Ago | 0 | 1 | 0 | 0 | 0 |
| 2M Ago | 1 | 6 | 0 | 0 | 0 |
| 3M Ago | 1 | 3 | 1 | 0 | 0 |
Analysts' evaluations of 12-month price targets offer additional insights, showcasing an average target of $63.14, with a high estimate of $77.00 and a low estimate of $53.00. Surpassing the previous average price target of $56.62, the current average has increased by 11.52%.
Deciphering Analyst Ratings: An In-Depth Analysis
The standing of Equitable Holdings among financial experts becomes clear with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
| Analyst | Analyst Firm | Action Taken | Rating | Current Price Target | Prior Price Target |
|---|---|---|---|---|---|
| Michael Ward | UBS | Raises | Buy | $77.00 | $49.00 |
| Nigel Dally | Morgan Stanley | Raises | Overweight | $68.00 | $66.00 |
| Ryan Krueger | Keefe, Bruyette & Woods | Raises | Outperform | $66.00 | $62.00 |
| Jack Matten | BMO Capital | Raises | Outperform | $72.00 | $69.00 |
| Elyse Greenspan | Wells Fargo | Raises | Overweight | $62.00 | $61.00 |
| Elyse Greenspan | Wells Fargo | Raises | Overweight | $61.00 | $53.00 |
| Nigel Dally | Morgan Stanley | Raises | Overweight | $61.00 | $60.00 |
| Ryan Krueger | Keefe, Bruyette & Woods | Raises | Outperform | $62.00 | $58.00 |
| Mark Hughes | Truist Securities | Raises | Buy | $60.00 | $52.00 |
| 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 |
Key Insights:
- Action Taken: Analysts adapt their recommendations to changing market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their response to recent developments related to Equitable Holdings. This information provides a snapshot of how analysts perceive the current state of the company.
- Rating: Offering insights into predictions, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Equitable Holdings compared to the broader market.
- Price Targets: Analysts predict movements in price targets, offering estimates for Equitable Holdings's future value. Examining the current and prior targets offers insights into analysts' evolving expectations.
Analyzing these analyst evaluations alongside relevant financial metrics can provide a comprehensive view of Equitable Holdings's market position. Stay informed and make data-driven decisions with the assistance of our Ratings Table.
Stay up to date on Equitable Holdings analyst ratings.
Unveiling the Story Behind Equitable Holdings
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, Asset Management, Protection Solutions, Wealth Management, and Legacy. It generates the majority of its revenue from the Asset Management segment which provides diversified investment management and related solutions globally to a broad range of clients through three main client channels - Institutional, Retail, and Private Wealth.
Financial Insights: Equitable Holdings
Market Capitalization: Positioned above industry average, the company's market capitalization underscores its superiority in size, indicative of a strong market presence.
Revenue Growth: Equitable Holdings's revenue growth over a period of 3 months has been noteworthy. As of 31 December, 2024, the company achieved a revenue growth rate of approximately 66.87%. This indicates a substantial increase in the company's top-line earnings. As compared to its peers, the company achieved a growth rate higher than the average among peers in Financials sector.
Net Margin: Equitable Holdings's net margin falls below industry averages, indicating challenges in achieving strong profitability. With a net margin of 24.11%, the company may face hurdles in effective cost management.
Return on Equity (ROE): Equitable Holdings's ROE stands out, surpassing industry averages. With an impressive ROE of 100.58%, the company demonstrates effective use of equity capital and strong financial performance.
Return on Assets (ROA): Equitable Holdings's ROA is below industry standards, pointing towards difficulties in efficiently utilizing assets. With an ROA of 0.29%, the company may encounter challenges in delivering satisfactory returns from its assets.
Debt Management: Equitable Holdings's debt-to-equity ratio surpasses industry norms, standing at 76.27. This suggests the company carries a substantial amount of debt, posing potential financial challenges.
The Core of Analyst Ratings: What Every Investor Should Know
Ratings come from analysts, or specialists within banking and financial systems that report for specific stocks or defined sectors (typically once per quarter for each stock). Analysts usually derive their information from company conference calls and meetings, financial statements, and conversations with important insiders to reach their decisions.
Some analysts will also offer forecasts for metrics like growth estimates, earnings, and revenue to provide further guidance on stocks. Investors who use analyst ratings should note that this specialized advice comes from humans and may be subject to error.
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