Equitable Holdings, Inc. (EQH)

Equitable Holdings, Inc. engages in the provision of financial services. It operates through the following segments: Individual Retirement, Group Retirement, Investment Management and Research, Protection Solutions, Wealth Management, Legacy, and Corporate and Other. The Individual Retirement segment includes annuity products, which primarily meet the needs of individuals saving for retirement or seeking retirement income. The Group Retirement segment offers 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 provides investment management, research and related services. The Protection Solutions segment focuses on life insurance products on attractive protection segments such as VUL insurance and IUL insurance and employee benefits business on small and medium-sized businesses. The Wealth Management segment refers to the discretionary and non-discretionary investment advisory accounts, financial planning and advice, insurance, and annuity products. The Legacy segment consists of capital intensive fixed-rate GMxB business written in the Individual Retirement market prior to 2011. The company was founded by Henry B. Hyde in 1859 and is headquartered in New York, NY.

Address

1345 AVENUE OF THE AMERICAS
NEW YORK, NY 10105

Founded

1859

Number of Employees

8,500

Buyback

Buyback Data 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 Average
$ Amount Purchased
($ in 000s)
- - - - $56,498 $786,443 $329,762 $1,168,843 $694,073 $675,849 $500,363 $601,690
Average Price - - - - $22.58 $19.70 $16.75 $30.56 $29.96 $27.60 $36.31 $26.03
# Shares Purchased - - - - 2,502,194 39,926,649 19,681,539 38,244,768 23,164,080 24,484,140 13,779,571 23,111,849
Buyback Performance 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 Average
Total Return to Date - - - - 77.2% 103.1% 138.7% 30.9% 33.5% 44.9% 10.2% 53.6%
S&P 500 Return to Date - - - - 104.9% 93.1% 74.8% 31.7% 37.3% 31.3% 7.4% 54.4%
Excess Total Return - - - - -27.7% 10.0% 63.9% -0.8% -3.8% 13.6% 2.8% -0.7%
Quartile Rank
Percentile Rank - - - - 67% 76% 82% 69% 72% 80% 61% 72%
Buyback returns calculated using weighted average buyback price over the last 10 years and comparing to current day stock price value. S&P 500 used as benchmark for excess return.

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