In the preceding three months, 8 analysts have released ratings for Equitable Hldgs EQH, presenting a wide array of perspectives from bullish to bearish.
The table below provides a concise overview of recent ratings by analysts, offering insights into the changing sentiments over the past 30 days and drawing comparisons with the preceding months for a holistic perspective.
| Bullish | Somewhat Bullish | Indifferent | Somewhat Bearish | Bearish | |
|---|---|---|---|---|---|
| Total Ratings | 1 | 5 | 2 | 0 | 0 |
| Last 30D | 0 | 0 | 1 | 0 | 0 |
| 1M Ago | 1 | 0 | 1 | 0 | 0 |
| 2M Ago | 0 | 0 | 0 | 0 | 0 |
| 3M Ago | 0 | 5 | 0 | 0 | 0 |
Analysts' evaluations of 12-month price targets offer additional insights, showcasing an average target of $35.38, with a high estimate of $40.00 and a low estimate of $31.00. Surpassing the previous average price target of $35.00, the current average has increased by 1.09%.
Analyzing Analyst Ratings: A Detailed Breakdown
The standing of Equitable Hldgs 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 |
|---|---|---|---|---|---|
| Jimmy Bhullar | JP Morgan | Raises | Neutral | $36.00 | $35.00 |
| Suneet Kamath | Jefferies | Raises | Buy | $37.00 | $28.00 |
| Ryan Krueger | Keefe, Bruyette & Woods | Announces | Market Perform | $34.00 | - |
| Theresa Chen | Barclays | Lowers | Overweight | $31.00 | $32.00 |
| Nigel Dally | Morgan Stanley | Lowers | Overweight | $38.00 | $40.00 |
| Elyse Greenspan | Wells Fargo | Lowers | Overweight | $40.00 | $41.00 |
| Theresa Chen | Barclays | Lowers | Overweight | $32.00 | $33.00 |
| Jimmy Bhullar | JP Morgan | Lowers | Overweight | $35.00 | $36.00 |
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 Hldgs. This information provides a snapshot of how analysts perceive the current state of the company.
- Rating: Gaining insights, analysts provide qualitative assessments, ranging from 'Outperform' to 'Underperform'. These ratings reflect expectations for the relative performance of Equitable Hldgs compared to the broader market.
- Price Targets: Analysts navigate through adjustments in price targets, providing estimates for Equitable Hldgs's future value. Comparing current and prior targets offers insights into analysts' evolving expectations.
Considering these analyst evaluations in conjunction with other financial indicators can offer a comprehensive understanding of Equitable Hldgs's market position. Stay informed and make well-informed decisions with our Ratings Table.
Stay up to date on Equitable Hldgs analyst ratings.
All You Need to Know About Equitable Hldgs
Equitable Holdings Inc is a financial services company in the us. 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, Investment Management, Research, and Protection Solutions. The Individual Retirement segment offers annuity products, the Group Retirement segment provides tax-deferred investment and retirement services, Investment Management and Research segment consist of diversified investment management, research, and related services, and the Protection Solutions segment focuses on life insurance products.
Breaking Down Equitable Hldgs's Financial Performance
Market Capitalization Highlights: Above the industry average, the company's market capitalization signifies a significant scale, indicating strong confidence and market prominence.
Positive Revenue Trend: Examining Equitable Hldgs's financials over 3 months reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 21.12% as of 30 September, 2023, showcasing a substantial increase in top-line earnings. In comparison to its industry peers, the company stands out with a growth rate higher than the average among peers in the Financials sector.
Net Margin: The company's net margin is below industry benchmarks, signaling potential difficulties in achieving strong profitability. With a net margin of 28.97%, the company may need to address challenges in effective cost control.
Return on Equity (ROE): Equitable Hldgs's ROE surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 101.4% ROE, the company effectively utilizes shareholder equity capital.
Return on Assets (ROA): Equitable Hldgs's ROA is below industry standards, pointing towards difficulties in efficiently utilizing assets. With an ROA of 0.4%, the company may encounter challenges in delivering satisfactory returns from its assets.
Debt Management: The company faces challenges in debt management with a debt-to-equity ratio higher than the industry average. With a ratio of 67.01, caution is advised due to increased financial risk.
The Core of Analyst Ratings: What Every Investor Should Know
Analysts are specialists within banking and financial systems that typically report for specific stocks or within defined sectors. These people research company financial statements, sit in conference calls and meetings, and speak with relevant insiders to determine what are known as analyst ratings for stocks. Typically, analysts will rate each stock once a quarter.
Some analysts also offer predictions for helpful metrics such as earnings, revenue, and growth estimates to provide further guidance as to what to do with certain tickers. It is important to keep in mind that while stock and sector analysts are specialists, they are also human and can only forecast their beliefs to traders.
This article was generated by Benzinga's automated content engine and reviewed by an editor.
© 2024 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
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