Axa Equitable Holdings Stock Performance
| EQH Stock | USD 52.55 0.14 0.27% |
On a scale of 0 to 100, Axa Equitable holds a performance score of 7. The firm shows a Beta (market volatility) of 1.37, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Axa Equitable will likely underperform. Please check Axa Equitable's value at risk, daily balance of power, and the relationship between the total risk alpha and expected short fall , to make a quick decision on whether Axa Equitable's price patterns will revert.
Risk-Adjusted Performance
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Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Axa Equitable Holdings are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. Despite fairly fragile basic indicators, Axa Equitable may actually be approaching a critical reversion point that can send shares even higher in April 2025. ...more
Actual Historical Performance (%)
One Day Return 0.27 | Five Day Return 1.76 | Year To Date Return 10.31 | Ten Year Return 158.36 | All Time Return 158.36 |
Forward Dividend Yield 0.0183 | Payout Ratio | Forward Dividend Rate 0.96 | Dividend Date 2025-03-12 | Ex Dividend Date 2025-03-05 |
1 | Acquisition by Eckert William James Iv of tradable shares of Axa Equitable subject to Rule 16b-3 | 01/10/2025 |
2 | EQH Stock Soars to All-Time High of 53.78 Amid Strong Growth - MSN | 01/23/2025 |
3 | Equitable Holdings targets 2B annual cash generation by 2027 with 1.6B-1.7B forecast for 2025 | 02/07/2025 |
4 | Disposition of 3500 shares by Eckert William James Iv of Axa Equitable at 42.416 subject to Rule 16b-3 | 02/10/2025 |
5 | Equitable Holdings Announces Cash Tender Offer for Up to 46,000,000 Units of AllianceBernstein ... | 02/24/2025 |
6 | Equitable Holdings Full Year 2024 Earnings EPS Beats Expectations, Revenues Lag | 02/27/2025 |
7 | Disposition of 73397 shares by Mark Pearson of Axa Equitable at 55.02 subject to Rule 16b-3 | 02/28/2025 |
8 | Equitable Holdings Inc Stock Price Down 5.51 percent on Mar 4 | 03/04/2025 |
9 | Acquisition by Jose Gonzalez of 9003 shares of Axa Equitable subject to Rule 16b-3 | 03/06/2025 |
10 | Equitable Holdings Inc Shares Down 3.79 percent on Mar 7 | 03/07/2025 |
11 | Disposition of 149756 shares by Mark Pearson of Axa Equitable at 55.02 subject to Rule 16b-3 | 03/10/2025 |
12 | Pzena Investment Management LLC Lowers Stock Position in Equitable Holdings, Inc. | 03/11/2025 |
| Axa Equitable dividend paid on 12th of March 2025 | 03/12/2025 |
13 | Equitable Given New 68.00 Price Target at Morgan Stanley | 03/14/2025 |
14 | How Is Equitable Holdings Maintaining Stability Across Its Business Segments | 03/18/2025 |
| Begin Period Cash Flow | 8.2 B |
Axa |
Axa Equitable Relative Risk vs. Return Landscape
If you would invest 4,715 in Axa Equitable Holdings on December 24, 2024 and sell it today you would earn a total of 540.00 from holding Axa Equitable Holdings or generate 11.45% return on investment over 90 days. Axa Equitable Holdings is generating 0.1965% of daily returns assuming volatility of 1.9367% on return distribution over 90 days investment horizon. In other words, 17% of stocks are less volatile than Axa, and above 97% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Axa Equitable Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Axa Equitable's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Axa Equitable Holdings, and traders can use it to determine the average amount a Axa Equitable's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1015
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Estimated Market Risk
| 1.94 actual daily | 17 83% of assets are more volatile |
Expected Return
| 0.2 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 7 93% of assets perform better |
Based on monthly moving average Axa Equitable is performing at about 7% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Axa Equitable by adding it to a well-diversified portfolio.
Axa Equitable Fundamentals Growth
Axa Stock prices reflect investors' perceptions of the future prospects and financial health of Axa Equitable, and Axa Equitable fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Axa Stock performance.
| Return On Equity | 0.42 | ||||
| Return On Asset | 0.0058 | ||||
| Profit Margin | 0.10 % | ||||
| Operating Margin | 0.38 % | ||||
| Current Valuation | 16.8 B | ||||
| Shares Outstanding | 307.82 M | ||||
| Price To Earning | 3.79 X | ||||
| Price To Book | 207.38 X | ||||
| Price To Sales | 1.27 X | ||||
| Revenue | 12.44 B | ||||
| Gross Profit | 4.48 B | ||||
| EBITDA | 3.48 B | ||||
| Net Income | 1.82 B | ||||
| Cash And Equivalents | 4.28 B | ||||
| Cash Per Share | 15.03 X | ||||
| Total Debt | 3.83 B | ||||
| Debt To Equity | 0.71 % | ||||
| Current Ratio | 2.58 X | ||||
| Book Value Per Share | 0.25 X | ||||
| Cash Flow From Operations | 2.01 B | ||||
| Earnings Per Share | 3.78 X | ||||
| Market Capitalization | 16.18 B | ||||
| Total Asset | 8.87 B | ||||
| Retained Earnings | 10.65 B | ||||
About Axa Equitable Performance
By evaluating Axa Equitable's fundamental ratios, stakeholders can gain valuable insights into Axa Equitable's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Axa Equitable has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Axa Equitable has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 7.7 K | 8.1 K | |
| 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 |
Things to note about Axa Equitable Holdings performance evaluation
Checking the ongoing alerts about Axa Equitable for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Axa Equitable Holdings help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| 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 kalkinemedia.com: How Is Equitable Holdings Maintaining Stability Across Its Business Segments |
- Analyzing Axa Equitable's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Axa Equitable's stock is overvalued or undervalued compared to its peers.
- Examining Axa Equitable's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Axa Equitable's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Axa Equitable's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Axa Equitable's stock. These opinions can provide insight into Axa Equitable's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Axa Stock analysis
When running Axa Equitable's price analysis, check to measure Axa Equitable's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Axa Equitable is operating at the current time. Most of Axa Equitable's value examination focuses on studying past and present price action to predict the probability of Axa Equitable's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Axa Equitable's price. Additionally, you may evaluate how the addition of Axa Equitable to your portfolios can decrease your overall portfolio volatility.
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