Is Axa Equitable Stock a Good Investment?
Axa Equitable Investment Advice | EQH |
- Examine Axa Equitable's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Axa Equitable's leadership team and their track record. Good management can help Axa Equitable navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Diversified Financial Services space and any emerging trends that could impact Axa Equitable's business and its evolving consumer preferences.
- Compare Axa Equitable's performance and market position to its competitors. Analyze how Axa Equitable is positioned in terms of product offerings, innovation, and market share.
- Check if Axa Equitable pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Axa Equitable's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Axa Equitable Holdings stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Axa Equitable Holdings is a good investment.
Sell | Buy |
Strong Hold
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Over hyped | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Responds to the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Axa Equitable Stock
Researching Axa Equitable's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 99.0% of the company shares are held by institutions such as insurance companies. The company has Price/Earnings To Growth (PEG) ratio of 1.71. Axa Equitable Holdings last dividend was issued on the 5th of March 2025.
To determine if Axa Equitable is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Axa Equitable's research are outlined below:
| Over 99.0% of the company shares are held by institutions such as insurance companies | |
| On 12th of March 2025 Axa Equitable paid $ 0.24 per share dividend to its current shareholders | |
| Latest headline from businesswire.com: Equitable Holdings Announces Extension of Cash Tender Offer for Up to 46,000,000 Units of AllianceBernstein Holding |
Axa Equitable Quarterly Cash And Short Term Investments |
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Axa Equitable uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Axa Equitable Holdings. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Axa Equitable's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 6th of February 2024 Upcoming Quarterly Report | View | |
| 1st of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 6th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Axa Equitable's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Axa Equitable's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2020-08-04 | 2020-06-30 | 0.89 | 1.0 | 0.11 | 12 | ||
2023-02-08 | 2022-12-31 | 1.26 | 1.11 | -0.15 | 11 | ||
2024-02-06 | 2023-12-31 | 1.16 | 1.33 | 0.17 | 14 | ||
2023-10-31 | 2023-09-30 | 1.33 | 1.15 | -0.18 | 13 | ||
2022-11-02 | 2022-09-30 | 1.1 | 1.28 | 0.18 | 16 | ||
2020-02-26 | 2019-12-31 | 1.18 | 1.37 | 0.19 | 16 | ||
2023-05-03 | 2023-03-31 | 1.19 | 0.96 | -0.23 | 19 | ||
2019-11-06 | 2019-09-30 | 1.06 | 1.38 | 0.32 | 30 |
Axa Equitable Target Price Consensus
Axa target price is determined by taking all analyst projections and averaging them out. There is no one specific way to measure analysts' performance other than comparing it to past results via a very sophisticated attribution analysis. Axa Equitable's target price projections below should be used in combination with other traditional price prediction techniques such as stock price forecasting, investor sentiment analysis, technical analysis, earnings estimate, and various momentum models.
| 11 | Strong Buy |
Most Axa analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to help potential investors understand Axa stock's fair price compared to its market value. Analysts arrive at stock ratings after researching the public financial statements of Axa Equitable Holdings, talking to its executives and customers, or listening to those companies' conference calls.
Macroaxis Advice Exposure ValuationAxa Equitable Target Price Projection
Axa Equitable's current and average target prices are 54.30 and 56.60, respectively. The current price of Axa Equitable is the price at which Axa Equitable Holdings is currently trading. On the other hand, Axa Equitable's target price is what analysts think the stock is worth or could sell for in the future. The more significant the discrepancy between the two prices, the more it stimulates investors to act.Current Price
Axa Equitable Market Quote on 26th of March 2025
Target Price
Analyst Consensus On Axa Equitable Target Price
Axa Equitable Analyst Ratings
Axa Equitable's analyst stock recommendations are determined by taking an average estimate of all analysts we track and classifying them as Strong Buy, Buy, Hold, Strong Sell, or Sell. Ratings generally communicate what analysts sense about Axa Equitable stock, and they use a lot of effort and time to analyze it and arrive at a rating. That suggests that analyst recommendations are the outcome of an objective and thorough examination of Axa Equitable's financials, market performance, and future outlook by experienced professionals. Axa Equitable's historical ratings below, therefore, can serve as a valuable tool for investors.Know Axa Equitable's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Axa Equitable is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Axa Equitable Holdings backward and forwards among themselves. Axa Equitable's institutional investor refers to the entity that pools money to purchase Axa Equitable's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Thornburg Investment Management Inc | 2024-12-31 | 5.3 M | Conifer Management, Llc | 2024-12-31 | 5 M | Massachusetts Financial Services Company | 2024-12-31 | 4.3 M | Northern Trust Corp | 2024-12-31 | 4.2 M | Dimensional Fund Advisors, Inc. | 2024-12-31 | 4.1 M | Morgan Stanley - Brokerage Accounts | 2024-12-31 | 3.8 M | Bank Of New York Mellon Corp | 2024-12-31 | 3 M | Amundi | 2024-12-31 | 2.7 M | Capital Research & Mgmt Co - Division 3 | 2024-12-31 | 2.6 M | Vanguard Group Inc | 2024-12-31 | 35.6 M | Blackrock Inc | 2024-12-31 | 29.7 M |
Axa Equitable's market capitalization trends
The company currently falls under 'Large-Cap' category with a total capitalization of 16.71 B.Market Cap |
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Axa Equitable's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.17 | 0.18 | |
| Return On Capital Employed | 0.01 | 0.01 | |
| Return On Assets | 0.15 | 0.15 | |
| Return On Equity | 0.82 | 0.87 |
Determining Axa Equitable's profitability involves analyzing its financial statements and using various financial metrics to determine if Axa Equitable is a good buy. For example, gross profit margin measures Axa Equitable's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Axa Equitable's profitability and make more informed investment decisions.
Evaluate Axa Equitable's management efficiency
The Axa Equitable's current Return On Tangible Assets is estimated to increase to 0.18. The Axa Equitable's current Return On Capital Employed is estimated to increase to 0.01. As of now, Axa Equitable's Debt To Assets are increasing as compared to previous years. The Axa Equitable's current Fixed Asset Turnover is estimated to increase to 19.28, while Total Assets are projected to decrease to under 8.4 B. Axa Equitable's management efficiency ratios could be used to measure how well Axa Equitable manages its routine affairs as well as how well it operates its assets and liabilities.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | (882.42) | (838.30) | |
| Tangible Book Value Per Share | (886.20) | (841.89) | |
| Enterprise Value Over EBITDA | 5.85 | 7.59 | |
| Price Book Value Ratio | 9.56 | 10.04 | |
| Enterprise Value Multiple | 5.85 | 7.59 | |
| Price Fair Value | 9.56 | 10.04 | |
| Enterprise Value | 8.1 B | 7.2 B |
At Axa Equitable Holdings, management's focus on innovation and efficiency has led to impressive financial results. We assess these factors to determine the stock's attractiveness to investors.
Basic technical analysis of Axa Stock
As of the 26th of March, Axa Equitable shows the mean deviation of 1.47, and Risk Adjusted Performance of 0.1144. Axa Equitable Holdings technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices.Axa Equitable's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Axa Equitable insiders, such as employees or executives, is commonly permitted as long as it does not rely on Axa Equitable's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Axa Equitable insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Axa Equitable's Outstanding Corporate Bonds
Axa Equitable issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Axa Equitable Holdings uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Axa bonds can be classified according to their maturity, which is the date when Axa Equitable Holdings has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| EQH 5594 11 JAN 33 Corp BondUS29452EAC57 | View | |
| EQH 495 Corp BondUS29452EAA91 | View | |
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| MPLX LP 4875 Corp BondUS55336VAJ98 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View |
Understand Axa Equitable's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Axa Equitable's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.1144 | |||
| Market Risk Adjusted Performance | 0.1816 | |||
| Mean Deviation | 1.47 | |||
| Semi Deviation | 2.19 | |||
| Downside Deviation | 2.6 | |||
| Coefficient Of Variation | 777.19 | |||
| Standard Deviation | 2.02 | |||
| Variance | 4.1 | |||
| Information Ratio | 0.1223 | |||
| Jensen Alpha | 0.2464 | |||
| Total Risk Alpha | 0.2438 | |||
| Sortino Ratio | 0.0953 | |||
| Treynor Ratio | 0.1716 | |||
| Maximum Drawdown | 9.18 | |||
| Value At Risk | (4.54) | |||
| Potential Upside | 3.32 | |||
| Downside Variance | 6.76 | |||
| Semi Variance | 4.8 | |||
| Expected Short fall | (1.37) | |||
| Skewness | (0.88) | |||
| Kurtosis | 0.9049 |
| Risk Adjusted Performance | 0.1144 | |||
| Market Risk Adjusted Performance | 0.1816 | |||
| Mean Deviation | 1.47 | |||
| Semi Deviation | 2.19 | |||
| Downside Deviation | 2.6 | |||
| Coefficient Of Variation | 777.19 | |||
| Standard Deviation | 2.02 | |||
| Variance | 4.1 | |||
| Information Ratio | 0.1223 | |||
| Jensen Alpha | 0.2464 | |||
| Total Risk Alpha | 0.2438 | |||
| Sortino Ratio | 0.0953 | |||
| Treynor Ratio | 0.1716 | |||
| Maximum Drawdown | 9.18 | |||
| Value At Risk | (4.54) | |||
| Potential Upside | 3.32 | |||
| Downside Variance | 6.76 | |||
| Semi Variance | 4.8 | |||
| Expected Short fall | (1.37) | |||
| Skewness | (0.88) | |||
| Kurtosis | 0.9049 |
Consider Axa Equitable's intraday indicators
Axa Equitable intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Axa Equitable stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Axa Equitable Corporate Filings
8K | 25th of March 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 18th of March 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
| 17th of March 2025 Other Reports | ViewVerify | |
| 13th of March 2025 Prospectus used primarily for registering securities for public sale. | ViewVerify |
Axa Stock media impact
Far too much social signal, news, headlines, and media speculation about Axa Equitable that are available to investors today. That information is available publicly through Axa media outlets and privately through word of mouth or via Axa internal channels. However, regardless of the origin, that massive amount of Axa data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Axa Equitable news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Axa Equitable relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Axa Equitable's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Axa Equitable alpha.
Axa Equitable Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Axa Equitable can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Axa Equitable Holdings Historical Investor Sentiment
Investor biases related to Axa Equitable's public news can be used to forecast risks associated with an investment in Axa. The trend in average sentiment can be used to explain how an investor holding Axa can time the market purely based on public headlines and social activities around Axa Equitable Holdings. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Axa Equitable's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Axa Equitable and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Axa Equitable news discussions. The higher the estimate score, the more favorable the investor's outlook on Axa Equitable.
Axa Equitable Maximum Pain Price Across June 20th 2025 Option Contracts
Axa Equitable's options can also be used to analyze investors' bias and current market sentiment in the context of behavioral finance. For example, Max pain usually refers to a trading concept that asserts that market manipulation can cause the market price of Axa Equitable close to the expiration of its current option contract to expire worthlessly. According to most research, about 35% of options are not executed, with roughly 50% traded out before expiration. So, Max pain occurs when market makers reach a net favorable position across all options at a strike price where option holders stand to lose the most money. By contrast, option sellers may reap the most after selling more options than buying, causing them to expire worthlessly. Please continue to view the detailed analysis of Axa Equitable's options.
Axa Equitable Corporate Directors
| George Stansfield | Non-Executive Director | Profile | |
| Bertram Scott | Independent Director | Profile | |
| Kristi Matus | Independent Director | Profile | |
| Daniel Kaye | Independent Director | Profile |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Axa Equitable Holdings. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in producer price index. You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.
Is Diversified Financial Services space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Axa Equitable. If investors know Axa will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Axa Equitable listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.40) | Dividend Share 0.96 | Earnings Share 3.83 | Revenue Per Share | Quarterly Revenue Growth 1.06 |
The market value of Axa Equitable Holdings is measured differently than its book value, which is the value of Axa that is recorded on the company's balance sheet. Investors also form their own opinion of Axa Equitable's value that differs from its market value or its book value, called intrinsic value, which is Axa Equitable's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Axa Equitable's market value can be influenced by many factors that don't directly affect Axa Equitable's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between Axa Equitable's value and its price, as these two are different measures arrived at by various means. Investors typically determine if Axa Equitable is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Axa Equitable's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.