US Stock MarketDetailed Quotes

EQH Equitable

Watchlist

43.190
+0.280+0.65%

Close Jul 16 16:00 ET

43.200
+0.010+0.02%

Post 16:00 ET

14.05BMarket Cap12.97P/E (TTM)

Equitable Key Stats

Earnings

Revenue Breakdown

Financial Indicators

Income Statement

Balance Sheet

Cash Flow

Quarterly+Annual

YOY

Hide blank lines

(Q1)Mar 31, 2024

(FY)Dec 31, 2023

(Q4)Dec 31, 2023

(Q3)Sep 30, 2023

(Q2)Jun 30, 2023

(Q1)Mar 31, 2023

(FY)Dec 31, 2022

(Q4)Dec 31, 2022

(Q3)Sep 30, 2022

(Q2)Jun 30, 2022

Assets

Total investments

6.50%102.47B

9.62%102.06B

4.95%97.1B

4.80%97.69B

-2.58%96.22B

-11.43%93.1B

-9.30%92.52B

-7.22%93.22B

-Equity investments

-18.59%3.69B

-12.40%3.76B

8.08%3.96B

15.65%4.03B

178.37%4.53B

161.85%4.3B

174.66%3.66B

270.03%3.48B

-Trading assets

61.84%1.34B

56.13%1.06B

59.90%1.01B

62.27%873M

40.58%828M

7.29%677M

8.05%631M

-48.17%538M

-Net loan

8.40%22.76B

8.85%22.33B

10.34%21.74B

15.81%21.43B

13.73%21B

13.61%20.51B

12.77%19.71B

6.13%18.5B

-Derivative assets

120.12%3.58B

309.95%4.49B

396.73%3.64B

1,047.08%2.75B

--1.63B

--1.1B

--733M

--240M

-Investments in other ventures under equity method

10.16%3.5B

7.36%3.38B

2.80%3.27B

1.94%3.26B

-44.35%3.18B

-52.00%3.15B

-43.62%3.18B

-39.60%3.2B

-Short term investments

3.91%67.61B

5.79%67.03B

-1.75%63.47B

-2.83%65.35B

-10.11%65.07B

-18.99%63.36B

-16.07%64.6B

-11.22%67.25B

Cash and cash equivalents

106.40%10.36B

92.46%8.24B

47.28%6.1B

50.58%7.69B

-12.17%5.02B

-17.48%4.28B

-21.24%4.14B

-11.32%5.11B

Restricted cash and cash equivalents

-17.91%866M

-42.97%868M

-30.49%928M

-49.69%879M

-37.68%1.06B

1.20%1.52B

46.86%1.34B

62.81%1.75B

Reinsurance recoverable

----

-33.45%1.29B

-26.06%1.5B

Receivables

15.03%12.26B

5.60%12.24B

-35.36%10.29B

-25.88%12.17B

-36.59%10.66B

-32.92%11.59B

-8.73%15.92B

-3.02%16.42B

-Accounts receivable

-0.78%8.39B

-1.40%8.35B

-38.17%8.27B

-38.98%8.4B

-39.88%8.45B

-42.29%8.47B

-9.61%13.38B

-4.87%13.76B

-Taxes receivable

--2.06B

162.48%2.05B

----

--1.73B

----

--781M

----

-Other receivables

-17.93%1.81B

-21.43%1.84B

-20.56%2.02B

-22.99%2.05B

-19.72%2.2B

-10.04%2.34B

-3.79%2.54B

7.76%2.67B

Deferred policy acquisition costs

6.00%6.8B

5.28%6.71B

-19.95%6.6B

-13.65%6.51B

-2.62%6.42B

15.99%6.37B

53.63%8.24B

55.87%7.54B

Securities lending collateral

--147M

--116M

--113M

--29M

----

Goodwill and other intangible assets

-1.08%5.42B

-0.89%5.43B

-3.32%5.45B

15.72%5.46B

15.99%5.48B

15.95%5.48B

19.03%5.64B

-0.38%4.72B

Separate account assets

11.68%133.74B

10.79%127.25B

7.26%117.58B

6.11%123.9B

-12.47%119.75B

-22.03%114.85B

-22.85%109.62B

-19.78%116.77B

Assets of discontinued operations

11.03%745M

0.53%565M

--681M

--566M

--671M

--562M

----

Other assets

-14.47%12.77B

-10.74%13.34B

186.13%13.39B

194.53%14.1B

287.69%14.93B

313.67%14.95B

2.97%4.68B

15.38%4.79B

Total assets

9.21%285.58B

9.54%276.81B

5.97%260.25B

6.12%269.01B

-5.82%261.5B

-13.54%252.7B

-13.70%245.6B

-11.36%253.48B

Liabilities

Policy holders liabilities reserve

13.60%117.57B

12.51%113.04B

-4.96%108.56B

-4.50%108.38B

-9.78%103.5B

-13.44%100.47B

1.00%114.22B

1.32%113.48B

Payables

-7.13%4.56B

-12.35%4.88B

-21.01%4.2B

-5.77%5.45B

-29.91%4.91B

-11.06%5.57B

-6.83%5.32B

-2.95%5.79B

-Accounts payable

-7.13%4.56B

-12.35%4.88B

-21.01%4.2B

-5.77%5.45B

-29.91%4.91B

-11.06%5.57B

-6.83%5.32B

-2.95%5.79B

Short term debt and capital lease obligation

--0

-66.53%254M

--0

268.14%751M

725.00%759M

76,600.00%767M

198.78%245M

-Current debt

--0

-66.53%254M

--0

268.14%751M

725.00%759M

76,600.00%767M

198.78%245M

Long term debt and capital lease obligation

8.28%5.4B

20.28%5.38B

19.51%5.36B

6.27%5.3B

-0.68%4.99B

-11.09%4.47B

-10.78%4.49B

8.86%4.99B

-Long term debt

8.28%5.4B

20.28%5.38B

19.51%5.36B

6.27%5.3B

-0.68%4.99B

-11.09%4.47B

-10.78%4.49B

8.86%4.99B

Separate account liability

11.68%133.74B

10.79%127.25B

7.26%117.58B

6.11%123.9B

-12.47%119.75B

-22.03%114.85B

-22.85%109.62B

-19.78%116.77B

Unrepurchased pre-sale securities

--147M

--116M

--113M

--29M

----

Derivative product liabilities

-89.47%2M

-93.98%36M

-46.64%619M

-99.91%1M

-86.71%19M

4,171.43%598M

80.12%1.16B

2,033.33%1.09B

Other liabilities

-9.68%19.42B

-7.52%20.7B

311.47%19.91B

433.38%20.15B

453.02%21.5B

471.17%22.38B

2.96%4.84B

-13.90%3.78B

Total liabilities

9.95%280.83B

9.05%271.66B

6.62%256.34B

6.94%263.22B

-4.62%255.42B

-10.62%249.11B

-11.37%240.41B

-9.72%246.14B

Shareholders'equity

Share capital

0.06%1.57B

-0.06%1.57B

0.00%1.57B

-0.06%1.57B

-common stock

25.00%5M

-25.00%3M

0.00%4M

-20.00%4M

-Preferred stock

0.00%1.56B

Paid-in capital

1.04%2.32B

1.26%2.33B

13.86%2.31B

19.76%2.3B

18.88%2.3B

19.80%2.3B

5.74%2.03B

-3.13%1.92B

Retained earnings

3.10%10.11B

4.25%10.24B

2.99%11.16B

-3.67%10.33B

5.30%9.81B

10.64%9.83B

22.38%10.84B

22.65%10.72B

Gains losses not affecting retained earnings

-25.32%-8.17B

13.51%-7.78B

-24.45%-9.8B

-28.73%-7.14B

-264.63%-6.52B

-548.70%-8.99B

-519.83%-7.88B

-379.78%-5.55B

Less: Treasury stock

11.79%3.8B

12.59%3.71B

12.18%3.59B

13.96%3.49B

10.75%3.4B

15.68%3.3B

26.21%3.2B

20.81%3.07B

Total stockholders'equity

-45.87%2.03B

89.08%2.65B

-51.04%1.64B

-36.43%3.55B

-52.80%3.75B

-87.84%1.4B

-71.28%3.35B

-52.36%5.59B

Noncontrolling interests

16.48%2.71B

14.31%2.51B

24.11%2.28B

27.30%2.24B

21.67%2.33B

7.39%2.2B

12.11%1.83B

8.92%1.76B

Total equity

-21.99%4.75B

43.44%5.16B

-24.48%3.92B

-21.18%5.79B

-38.35%6.08B

-73.49%3.6B

-61.04%5.19B

-44.95%7.35B

Currency Unit

USD

Accounting Standards

US-GAAP

Audit Opinions

Unqualified Opinion with Explanatory Notes

Unqualified Opinion

	(Q1)Mar 31, 2024	(FY)Dec 31, 2023	(Q4)Dec 31, 2023	(Q3)Sep 30, 2023	(Q2)Jun 30, 2023	(Q1)Mar 31, 2023	(FY)Dec 31, 2022	(Q4)Dec 31, 2022	(Q3)Sep 30, 2022	(Q2)Jun 30, 2022
Assets
Total investments	6.50%102.47B	9.62%102.06B	9.62%102.06B	4.95%97.1B	4.80%97.69B	-2.58%96.22B	-11.43%93.1B	-11.43%93.1B	-9.30%92.52B	-7.22%93.22B
-Equity investments	-18.59%3.69B	-12.40%3.76B	-12.40%3.76B	8.08%3.96B	15.65%4.03B	178.37%4.53B	161.85%4.3B	161.85%4.3B	174.66%3.66B	270.03%3.48B
-Trading assets	61.84%1.34B	56.13%1.06B	56.13%1.06B	59.90%1.01B	62.27%873M	40.58%828M	7.29%677M	7.29%677M	8.05%631M	-48.17%538M
-Net loan	8.40%22.76B	8.85%22.33B	8.85%22.33B	10.34%21.74B	15.81%21.43B	13.73%21B	13.61%20.51B	13.61%20.51B	12.77%19.71B	6.13%18.5B
-Derivative assets	120.12%3.58B	309.95%4.49B	309.95%4.49B	396.73%3.64B	1,047.08%2.75B	--1.63B	--1.1B	--1.1B	--733M	--240M
-Investments in other ventures under equity method	10.16%3.5B	7.36%3.38B	7.36%3.38B	2.80%3.27B	1.94%3.26B	-44.35%3.18B	-52.00%3.15B	-52.00%3.15B	-43.62%3.18B	-39.60%3.2B
-Short term investments	3.91%67.61B	5.79%67.03B	5.79%67.03B	-1.75%63.47B	-2.83%65.35B	-10.11%65.07B	-18.99%63.36B	-18.99%63.36B	-16.07%64.6B	-11.22%67.25B
Cash and cash equivalents	106.40%10.36B	92.46%8.24B	92.46%8.24B	47.28%6.1B	50.58%7.69B	-12.17%5.02B	-17.48%4.28B	-17.48%4.28B	-21.24%4.14B	-11.32%5.11B
Restricted cash and cash equivalents	-17.91%866M	-42.97%868M	-42.97%868M	-30.49%928M	-49.69%879M	-37.68%1.06B	1.20%1.52B	1.20%1.52B	46.86%1.34B	62.81%1.75B
Reinsurance recoverable	----	----	----	----	----	----	----	----	-33.45%1.29B	-26.06%1.5B
Receivables	15.03%12.26B	5.60%12.24B	5.60%12.24B	-35.36%10.29B	-25.88%12.17B	-36.59%10.66B	-32.92%11.59B	-32.92%11.59B	-8.73%15.92B	-3.02%16.42B
-Accounts receivable	-0.78%8.39B	-1.40%8.35B	-1.40%8.35B	-38.17%8.27B	-38.98%8.4B	-39.88%8.45B	-42.29%8.47B	-42.29%8.47B	-9.61%13.38B	-4.87%13.76B
-Taxes receivable	--2.06B	162.48%2.05B	162.48%2.05B	----	--1.73B	----	--781M	--781M	----	----
-Other receivables	-17.93%1.81B	-21.43%1.84B	-21.43%1.84B	-20.56%2.02B	-22.99%2.05B	-19.72%2.2B	-10.04%2.34B	-10.04%2.34B	-3.79%2.54B	7.76%2.67B
Deferred policy acquisition costs	6.00%6.8B	5.28%6.71B	5.28%6.71B	-19.95%6.6B	-13.65%6.51B	-2.62%6.42B	15.99%6.37B	15.99%6.37B	53.63%8.24B	55.87%7.54B
Securities lending collateral	--147M	--116M	--116M	--113M	--29M	----	----	----	----	----
Goodwill and other intangible assets	-1.08%5.42B	-0.89%5.43B	-0.89%5.43B	-3.32%5.45B	15.72%5.46B	15.99%5.48B	15.95%5.48B	15.95%5.48B	19.03%5.64B	-0.38%4.72B
Separate account assets	11.68%133.74B	10.79%127.25B	10.79%127.25B	7.26%117.58B	6.11%123.9B	-12.47%119.75B	-22.03%114.85B	-22.03%114.85B	-22.85%109.62B	-19.78%116.77B
Assets of discontinued operations	11.03%745M	0.53%565M	0.53%565M	--681M	--566M	--671M	--562M	--562M	----	----
Other assets	-14.47%12.77B	-10.74%13.34B	-10.74%13.34B	186.13%13.39B	194.53%14.1B	287.69%14.93B	313.67%14.95B	313.67%14.95B	2.97%4.68B	15.38%4.79B
Total assets	9.21%285.58B	9.54%276.81B	9.54%276.81B	5.97%260.25B	6.12%269.01B	-5.82%261.5B	-13.54%252.7B	-13.54%252.7B	-13.70%245.6B	-11.36%253.48B
Liabilities
Policy holders liabilities reserve	13.60%117.57B	12.51%113.04B	12.51%113.04B	-4.96%108.56B	-4.50%108.38B	-9.78%103.5B	-13.44%100.47B	-13.44%100.47B	1.00%114.22B	1.32%113.48B
Payables	-7.13%4.56B	-12.35%4.88B	-12.35%4.88B	-21.01%4.2B	-5.77%5.45B	-29.91%4.91B	-11.06%5.57B	-11.06%5.57B	-6.83%5.32B	-2.95%5.79B
-Accounts payable	-7.13%4.56B	-12.35%4.88B	-12.35%4.88B	-21.01%4.2B	-5.77%5.45B	-29.91%4.91B	-11.06%5.57B	-11.06%5.57B	-6.83%5.32B	-2.95%5.79B
Short term debt and capital lease obligation	--0	-66.53%254M	-66.53%254M	--0	--0	268.14%751M	725.00%759M	725.00%759M	76,600.00%767M	198.78%245M
-Current debt	--0	-66.53%254M	-66.53%254M	--0	--0	268.14%751M	725.00%759M	725.00%759M	76,600.00%767M	198.78%245M
Long term debt and capital lease obligation	8.28%5.4B	20.28%5.38B	20.28%5.38B	19.51%5.36B	6.27%5.3B	-0.68%4.99B	-11.09%4.47B	-11.09%4.47B	-10.78%4.49B	8.86%4.99B
-Long term debt	8.28%5.4B	20.28%5.38B	20.28%5.38B	19.51%5.36B	6.27%5.3B	-0.68%4.99B	-11.09%4.47B	-11.09%4.47B	-10.78%4.49B	8.86%4.99B
Separate account liability	11.68%133.74B	10.79%127.25B	10.79%127.25B	7.26%117.58B	6.11%123.9B	-12.47%119.75B	-22.03%114.85B	-22.03%114.85B	-22.85%109.62B	-19.78%116.77B
Unrepurchased pre-sale securities	--147M	--116M	--116M	--113M	--29M	----	----	----	----	----
Derivative product liabilities	-89.47%2M	-93.98%36M	-93.98%36M	-46.64%619M	-99.91%1M	-86.71%19M	4,171.43%598M	4,171.43%598M	80.12%1.16B	2,033.33%1.09B
Other liabilities	-9.68%19.42B	-7.52%20.7B	-7.52%20.7B	311.47%19.91B	433.38%20.15B	453.02%21.5B	471.17%22.38B	471.17%22.38B	2.96%4.84B	-13.90%3.78B
Total liabilities	9.95%280.83B	9.05%271.66B	9.05%271.66B	6.62%256.34B	6.94%263.22B	-4.62%255.42B	-10.62%249.11B	-10.62%249.11B	-11.37%240.41B	-9.72%246.14B
Shareholders'equity
Share capital	0.06%1.57B	0.06%1.57B	0.06%1.57B	-0.06%1.57B	0.00%1.57B	0.00%1.57B	0.00%1.57B	0.00%1.57B	-0.06%1.57B	-0.06%1.57B
-common stock	25.00%5M	25.00%5M	25.00%5M	-25.00%3M	0.00%4M	0.00%4M	0.00%4M	0.00%4M	-20.00%4M	-20.00%4M
-Preferred stock	0.00%1.56B	0.00%1.56B	0.00%1.56B	0.00%1.56B	0.00%1.56B	0.00%1.56B	0.00%1.56B	0.00%1.56B	0.00%1.56B	0.00%1.56B
Paid-in capital	1.04%2.32B	1.26%2.33B	1.26%2.33B	13.86%2.31B	19.76%2.3B	18.88%2.3B	19.80%2.3B	19.80%2.3B	5.74%2.03B	-3.13%1.92B
Retained earnings	3.10%10.11B	4.25%10.24B	4.25%10.24B	2.99%11.16B	-3.67%10.33B	5.30%9.81B	10.64%9.83B	10.64%9.83B	22.38%10.84B	22.65%10.72B
Gains losses not affecting retained earnings	-25.32%-8.17B	13.51%-7.78B	13.51%-7.78B	-24.45%-9.8B	-28.73%-7.14B	-264.63%-6.52B	-548.70%-8.99B	-548.70%-8.99B	-519.83%-7.88B	-379.78%-5.55B
Less: Treasury stock	11.79%3.8B	12.59%3.71B	12.59%3.71B	12.18%3.59B	13.96%3.49B	10.75%3.4B	15.68%3.3B	15.68%3.3B	26.21%3.2B	20.81%3.07B
Total stockholders'equity	-45.87%2.03B	89.08%2.65B	89.08%2.65B	-51.04%1.64B	-36.43%3.55B	-52.80%3.75B	-87.84%1.4B	-87.84%1.4B	-71.28%3.35B	-52.36%5.59B
Noncontrolling interests	16.48%2.71B	14.31%2.51B	14.31%2.51B	24.11%2.28B	27.30%2.24B	21.67%2.33B	7.39%2.2B	7.39%2.2B	12.11%1.83B	8.92%1.76B
Total equity	-21.99%4.75B	43.44%5.16B	43.44%5.16B	-24.48%3.92B	-21.18%5.79B	-38.35%6.08B	-73.49%3.6B	-73.49%3.6B	-61.04%5.19B	-44.95%7.35B
Currency Unit	USD	USD	USD	USD	USD	USD	USD	USD	USD	USD
Accounting Standards	US-GAAP	US-GAAP	US-GAAP	US-GAAP	US-GAAP	US-GAAP	US-GAAP	US-GAAP	US-GAAP	US-GAAP
Audit Opinions	--	Unqualified Opinion with Explanatory Notes	--	--	--	--	Unqualified Opinion	--	--	--

Analysis

Analyst Rating

No Data

Price Target

No Data

Heat List

Overall