Axa Equitable Net Worth
Axa Equitable Net Worth Breakdown | EQH |
Axa Equitable Net Worth Analysis
Axa Equitable's net worth analysis, or its valuation, is the process of determining the total value of the company. This involves assessing a range of factors, including Axa Equitable's financial performance, assets, liabilities, and potential for growth. The ultimate goal is to provide a clear understanding of Axa Equitable's overall worth, which can help investors make informed investment decisions. There are several methods that can be used to perform Axa Equitable's net worth analysis. One common approach is to calculate Axa Equitable's market capitalization.Another approach is to use the price-to-earnings ratio (P/E ratio), which compares Axa Equitable's stock price to its earnings per share (EPS). Discounted cash flow (DCF) analysis is another popular method for assessing Axa Equitable's net worth. This approach calculates the present value of Axa Equitable's future cash flows, taking into account factors such as growth rate, profitability, and risk. By comparing the present value of Axa Equitable's cash flows to its current stock price, investors can gain a better understanding of the company's overall value. Finally, investors may use comparable company analysis to evaluate Axa Equitable's net worth. This involves comparing Axa Equitable's financial metrics to similar companies in the same industry. By identifying companies with similar financial characteristics, investors can gain insight into Axa Equitable's net worth relative to its peers.
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 net worth research are outlined below:
| Axa Equitable Holdings has about 4.28 B in cash with (208 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 15.03. | |
| Axa Equitable has a frail financial position based on the latest SEC disclosures | |
| Over 99.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from simplywall.st: Insiders At Equitable Holdings Sold US1.9m In Stock, Alluding To Potential Weakness |
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 |
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 55.34 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 17th of February 2025
Target Price
Analyst Consensus On Axa Equitable Target Price
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 | 2024-09-30 | 5.3 M | Conifer Management, Llc | 2024-12-31 | 5 M | Massachusetts Financial Services Company | 2024-12-31 | 4.3 M | Dimensional Fund Advisors, Inc. | 2024-12-31 | 4.1 M | Sessa Capital Im Lp | 2024-09-30 | 4 M | Morgan Stanley - Brokerage Accounts | 2024-09-30 | 3.8 M | Northern Trust Corp | 2024-09-30 | 3.4 M | Viking Global Investors Lp | 2024-09-30 | 3.1 M | Bank Of New York Mellon Corp | 2024-12-31 | 3 M | Vanguard Group Inc | 2024-12-31 | 35.6 M | Blackrock Inc | 2024-09-30 | 31 M |
Follow Axa Equitable's market capitalization trends
The company currently falls under 'Large-Cap' category with a total capitalization of 17.15 B.Market Cap |
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Project Axa Equitable's profitablity
| Last Reported | Projected for Next Year | ||
| Return On Capital Employed | 0.01 | 0.01 | |
| Return On Equity | 0.44 | 0.46 |
When accessing Axa Equitable's net worth, it's important to look at multiple sources and consider different scenarios. 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
As of now, Axa Equitable's Return On Capital Employed is increasing as compared to previous years. The Axa Equitable's current Return On Equity is estimated to increase to 0.46, while Return On Tangible Assets are projected to decrease to 0. As of now, Axa Equitable's Intangibles To Total Assets are decreasing 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 272.9 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 | ||
| Enterprise Value Over EBITDA | 5.85 | 7.59 | |
| Book Value Per Share | 16.94 | 28.85 | |
| Tangible Book Value Per Share | (0.90) | (0.86) | |
| Price Book Value Ratio | 3.96 | 4.16 | |
| Enterprise Value Multiple | 5.85 | 7.59 | |
| Price Fair Value | 3.96 | 4.16 | |
| 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.
Enterprise Value Revenue 1.4185 | Revenue | Quarterly Revenue Growth 0.946 | Revenue Per Share | Return On Equity |
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 Corporate Filings
| 12th of February 2025 Other Reports | ViewVerify | |
8K | 5th of February 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 30th of January 2025 Other Reports | ViewVerify | |
F4 | 16th of January 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 |
Axa Equitable Earnings Estimation Breakdown
The calculation of Axa Equitable's earning per share is based on the data from the past 12 consecutive months, used for reporting the company's financial figures. The next projected EPS of Axa Equitable is estimated to be 1.6262 with the future projection ranging from a low of 1.55 to a high of 1.661. Please be aware that this consensus of annual earnings estimates for Axa Equitable Holdings is based on EPS before non-recurring items and includes expenses related to employee stock options.Last Reported EPS
1.55 Lowest | Expected EPS | 1.66 Highest |
Axa Equitable Earnings Projection Consensus
Suppose the current estimates of Axa Equitable's value are higher than the current market price of the Axa Equitable stock. In this case, investors may conclude that Axa Equitable is overpriced and will exhibit bullish sentiment. On the other hand, if the present value is lower than the stock price, analysts may conclude that the market undervalues the equity. These scenarios may suggest that the market is not as efficient as it should be at the estimation time, and Axa Equitable's stock will quickly adjusts to the new information provided by the consensus estimate.
| Number of Analysts | Historical Accuracy | Last Reported EPS | Estimated EPS for 31st of March 2025 | Current EPS (TTM) | |
| 12 | 91.78% | 1.57 | 1.6262 | 3.78 |
Axa Equitable Earnings per Share Projection vs Actual
Actual Earning per Share of Axa Equitable refers to what the company shows during its earnings calls or quarterly reports. The Expected EPS is what analysts covering Axa Equitable Holdings predict the company's earnings will be in the future. The higher the earnings per share of Axa Equitable, the better is its profitability. While calculating the Earning per Share, we use the weighted ratio, as the number of shares outstanding can change over time.Axa Equitable Estimated Months Earnings per Share
For an investor who is primarily interested in generating an income out of investing in entities such as Axa Equitable, the EPS ratio can tell if the company is intending to increase its current dividend. Although EPS is an essential tool for investors, it should not be used in isolation. EPS of Axa Equitable should always be considered in relation to other companies to make a more educated investment decision.Axa Quarterly Analyst Estimates and Surprise Metrics
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.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2025-02-04 | 2024-12-31 | 1.6237 | 1.57 | -0.0537 | 3 | ||
2024-11-04 | 2024-09-30 | 1.53 | 1.53 | 0.0 | 0 | ||
2024-07-30 | 2024-06-30 | 1.4 | 1.43 | 0.03 | 2 | ||
2024-04-30 | 2024-03-31 | 1.33 | 1.43 | 0.1 | 7 | ||
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 | ||
2023-08-02 | 2023-06-30 | 1.18 | 1.17 | -0.01 | 0 | ||
2023-05-03 | 2023-03-31 | 1.19 | 0.96 | -0.23 | 19 | ||
2023-02-08 | 2022-12-31 | 1.26 | 1.11 | -0.15 | 11 | ||
2022-11-02 | 2022-09-30 | 1.1 | 1.28 | 0.18 | 16 | ||
2022-08-03 | 2022-06-30 | 1.26 | 1.31 | 0.05 | 3 | ||
2022-05-09 | 2022-03-31 | 1.51 | 1.36 | -0.15 | 9 | ||
2022-02-10 | 2021-12-31 | 1.51 | 1.54 | 0.03 | 1 | ||
2021-11-03 | 2021-09-30 | 1.39 | 1.94 | 0.55 | 39 | ||
2021-08-04 | 2021-06-30 | 1.36 | 1.71 | 0.35 | 25 | ||
2021-05-06 | 2021-03-31 | 1.28 | 1.35 | 0.07 | 5 | ||
2021-02-23 | 2020-12-31 | 1.21 | 1.65 | 0.44 | 36 | ||
2020-11-04 | 2020-09-30 | 1.18 | 1.24 | 0.06 | 5 | ||
2020-08-04 | 2020-06-30 | 0.89 | 1.0 | 0.11 | 12 | ||
2020-05-07 | 2020-03-31 | 1.11 | 1.08 | -0.03 | 2 | ||
2020-02-26 | 2019-12-31 | 1.18 | 1.37 | 0.19 | 16 | ||
2019-11-06 | 2019-09-30 | 1.06 | 1.38 | 0.32 | 30 | ||
2019-08-08 | 2019-06-30 | 1.04 | 1.14 | 0.1 | 9 | ||
2019-05-09 | 2019-03-31 | 0.94 | 0.98 | 0.04 | 4 | ||
2019-02-28 | 2018-12-31 | 0.89 | 0.93 | 0.04 | 4 | ||
2018-11-12 | 2018-09-30 | 0.91 | 1.23 | 0.32 | 35 | ||
2018-08-13 | 2018-06-30 | 0.86 | 0.9 | 0.04 | 4 | ||
2018-06-19 | 2018-03-31 | 0.81 | 0.83 | 0.02 | 2 | ||
2018-02-14 | 2017-12-31 | 0 | -0.02 | -0.02 | 0 | ||
2017-08-04 | 2017-06-30 | 0 | 0.36 | 0.36 | 0 |
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 Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.
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 3.78 | Revenue Per Share | Quarterly Revenue Growth 0.946 |
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.
Please note, there is a significant difference between Axa Equitable's value and its price as these two are different measures arrived at by different 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.