EQH Equitable Holdings, Inc. Common Stock
NYSE · Financial Services · Ver en SEC EDGAR ↗ cerrar Oct 6, 2026 10-K/10-Q Ago 6, 2026EQH Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
EQH Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.
Acerca de Equitable Holdings, Inc. Common Stock Descripción general de la empresa de Wikipedia
Equitable Holdings, Inc. (formerly The Equitable Life Assurance Society of the United States and AXA Equitable Life Insurance Company, and also known as The Equitable) is an American financial services and insurance company that was founded in 1859 by Henry Baldwin Hyde.
In 1991, French insurance firm AXA acquired majority control of Equitable. In 2004, the company officially changed its name to AXA Equitable Life Insurance Company. In January 2020, it changed its name to Equitable Holdings, Inc. following its spinoff from AXA and the related public offerings beginning in May 2018.
History
The Equitable Life Assurance Society of the United States opened its headquarters at the Equitable Life Building in 1870 in the Financial District of Manhattan, with entrances facing Broadway, Pine Street, and Cedar Street. Aside from Henry Baldwin Hyde, who was president of Equitable, the firm's officers included James Waddell Alexander (vice president); George W. Phillips (actuary), who was Vice President of the Actuarial Society of America; and Samuel Borrowe (secretary), a member of a prominent New York family connected to the Hallett and Alsop families.
Between 1889 and 1891, Equitable built the Palais Equitable at Stock-im-Eisen-Platz, today part of the Stephansplatz, in the Innere Stadt of Vienna, Austria.
James Waddell Alexander was the company president at the time of the Hyde costume ball scandal in 1905. James Hazen Hyde, the son of the founder and a vice president of the company, was falsely accused through a media smear campaign initiated by Alexander and board directors E. H. Harriman, Henry Clay Frick and J.P. Morgan of charging a fabulous $200,000 Versailles-themed affair to the company. The repercussions rocked Wall Street and resulted in an investigation of the entire insurance industry by the New York State Legislature.
After the company's headquarters building burned down in 1912, Equitable erected the Equitable Building on the same site in Manhattan.
As one of the largest insurers of its time, Equitable had close ties to influential industrial magnates. In 1915, T. Coleman du Pont acquired a majority stake in Equitable Life Assurance from J. P. Morgan Jr.
In 1943, during World War II, Equitable began underwriting policies for the War Agencies Employees Protective Association to provide group life insurance to U.S. Government employees working in or around war zones. Through WAEPA, Equitable sold policies to employees of some 40 U.S. agencies, including individuals from the Office of Strategic Services and War Information, which often sent their men behind enemy lines, and air-traveling statesmen and Congressmen. By May 1945, only 24 death claims had been filed (about half the normal peacetime rate for a group plan covering 7,000 workers), allowing the insurer to return roughly 30% of the premiums to WAEPA.
In 1954, following blockbusting in East Palo Alto, Equitable pursued a policy forbidding issuing mortgages to white families in integrated communities in order to make receiving government-insured mortgages more difficult in racially heterogeneous areas. This decision helped facilitate white flight and the resulting demographic shift of East Palo Alto.
In 1985, the Equitable Life Assurance Society of the United States, then the third largest life insurance company in the country, formed Equitable Real Estate Investment Management, a subsidiary used by Equitable Life to develop and finance new real estate projects and manage the US$20 billion worth of real estate under Equitable's control.
In December 1990, Equitable announced its decision to demutualize under New York's liberalizing laws. This was intended to enable Equitable to increase and diversify its asset base.
AXA acquisition
On July 18, 1991, AXA Group of France bought a $1 billion stake in Equitable Life Assurance Society, for a 49% stake in the business. This enabled Equitable to set aside $500 million for losses in its real estate and junk bond portfolios. There had been rumors that Equitable was nearing a bankruptcy filing prior to the AXA Group infusion of capital.
The investment by AXA Group significantly altered the trajectory of both companies. By 1997, the assets of the U.S. operation, the Equitable Insurance Group, had reached nearly a quarter of a trillion dollars, and by 2003, AXA Equitable Insurance Company was the leading carrier in the world with more than 50 million clients, in more than 50 countries, and with nearly a trillion dollars in client assets.
By 2018, AXA, facing tougher European solvency laws, decided to re-balance its operations from life and annuities and towards property and casualty – from financial risks to insurance risks. As a result, the company decided to begin the process to spin off the U.S. operations, the old Equitable Life Assurance company. In its filing, AXA noted that once the IPO took place, there would be four separate companies created: AXA Equitable Life Insurance Company, AXA Distribution Holding Corp., EQ AZ Life Re Company, and MONY Life Insurance Company of America.
Equitable Holdings
In May 2018, AXA announced the successful completion of the IPO of AXA Equitable Holdings, raising $2.75 billion on the sale of 24.5% of the outstanding shares. Additionally, the company announced an issuance of $750 million of bonds mandatorily exchangeable into shares of AXA Equitable Holdings stock. And finally, $502 million of options were exercised, bringing the total to $4.02 billion in proceeds to AXA.
On March 25, 2019, AXA announced the successful completion of a secondary common stock offering of 40 million shares of AXA Equitable Holdings, Inc. (ticker EQH), bringing down their ownership stake from approximately 60% to 48.3% and raising net proceeds of $1.5 billion.
On November 7, 2019, AXA announced the sale of its remaining stake in AXA Equitable Holdings (EQH), selling 144 million shares of common stock to Goldman Sachs, which was the sole underwriter for the public offering of the shares. The expected close date was stated by the company at the time as November 13, 2019. This brought to a close a long and largely successful chapter in Equitable's history – the end of the AXA Group ownership of the company.
On January 14, 2020, Equitable unveiled its new branding. In addition to an operating name change, the refreshed brand included a new logo, representative of the Greek goddess Athena, which has been a consistent element of the company’s 160-year-old visual identity.
In March 2026, Equitable Holdings announced a merger with Corebridge Financial through a all-stock merger worth $22 billion, which would create a combined company with $1.5 trillion in assets under management and over 12 million clients.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | EQH | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | -16.4 | · | · | · | |
| P/S (TTM) | 1.4 | · | 1.1 | Valor razonable | |
| P/C (MRQ) | -19.0 | · | · | · | |
| Price / Tangible Book (Precio / Valor Contable Tangible) | 9.3 | · | · | · |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | EQH | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen antes de impuestos (TTM) | -5.7% | · | 11.3% | Débil | |
| Margen de Beneficio Neto (TTM) | -8.7% | · | 7.9% | Débil | |
| ROA (TTM) | -0.29% | · | 0.17% | Débil | |
| ROE (TTM) | -508.8% | · | 1.8% | Débil |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | EQH | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Deuda / Patrimonio (MRQ) | -4.9 | · | 0.1 | Baja deuda | |
| Deuda a Largo Plazo / Patrimonio (MRQ) | -4.9 | · | · | · |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | EQH | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | -6.1% | · | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | -2.6% | · | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | -1.2% | · | · | · | |
| EPS YoY (EPS interanual) | 7.9% | · | · | · | |
| Net Income YoY (Beneficio Neto interanual) | -0.23% | · | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | -2.5% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | -10.0% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | EQH | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue / Employee (Ingresos / Empleado) | ≈$1.5M | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
| Fecha ex-dividendo | Monto | Moneda | Rendimiento |
|---|---|---|---|
| Ago 3, 2026 | $0,30 | USD | ≈2.4% |
| Jun 1, 2026 | $0,30 | USD | ≈2.7% |
| Mar 4, 2026 | $0,27 | USD | ≈2.7% |
| Nov 24, 2025 | $0,27 | USD | ≈2.3% |
| Ago 5, 2025 | $0,27 | USD | ≈2.0% |
| Jun 2, 2025 | $0,27 | USD | ≈1.9% |
| Mar 5, 2025 | $0,24 | USD | ≈1.8% |
| Nov 26, 2024 | $0,24 | USD | ≈1.9% |
| Ago 6, 2024 | $0,24 | USD | ≈2.4% |
| Jun 3, 2024 | $0,24 | USD | ≈2.2% |
| Feb 23, 2024 | $0,22 | USD | ≈2.5% |
| Nov 24, 2023 | $0,22 | USD | ≈2.9% |
| Ago 4, 2023 | $0,22 | USD | ≈2.9% |
| Jun 2, 2023 | $0,22 | USD | ≈3.2% |
| Feb 24, 2023 | $0,20 | USD | ≈2.6% |
| Nov 25, 2022 | $0,20 | USD | ≈2.5% |
| Ago 5, 2022 | $0,20 | USD | ≈2.7% |
| May 26, 2022 | $0,20 | USD | ≈2.4% |
| Feb 25, 2022 | $0,18 | USD | ≈2.2% |
| Nov 26, 2021 | $0,18 | USD | ≈2.2% |
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Ago 3, 2026 | $1.70 | $1.68 | 1.4% |
| 31 de marzo de 2026 | $1.62 | $1.63 | -0.36% | |
| 31 de diciembre de 2025 | $1.73 | $1.77 | -2.4% | |
| 30 de septiembre de 2025 | $1.48 | $1.63 | -9.2% | |
| 30 de junio de 2025 | $1.10 | $1.30 | -15.3% | |
| 31 de marzo de 2025 | $1.30 | $1.49 | -12.6% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $11.66B | $12.43B | $10.46B | $12.64B | $7.61B | $12.41B | $9.62B | $12.07B | $12.43B | $11.76B | |
| Interest Expense | · | · | $228M | $201M | $244M | $200M | $221M | $231M | $160M | $174M | |
| Interest Income | · | · | · | · | $3.92B | $3.55B | $3.77B | $2.77B | $3.15B | $2.74B | |
| Pretax Income | $-1.19B | $2.08B | $714M | $2.98B | $2.61B | $-1.09B | $-2.06B | $2.49B | $1.24B | $2.03B | |
| Income Tax | $-156M | $280M | $-910M | $594M | $439M | $-744M | $-593M | $301M | $42M | $378M | |
| Net Income | $-1.38B | $1.28B | $1.28B | $2.14B | $1.75B | $-648M | $-1.76B | $1.85B | $778M | $1.25B | |
| EPS (Basic) | $-4.83 | $3.74 | $3.44 | $5.46 | $4.02 | $-1.56 | $-3.57 | $3.33 | $1.39 | $2.24 | |
| EPS (Diluted) | $-4.83 | $3.69 | $3.42 | $5.42 | $3.98 | $-1.56 | $-3.57 | $3.33 | $1.39 | $2.24 | |
| Shares (Basic) | 298,100,000 | 321,200,000 | 350,100,000 | 377,600,000 | 417,400,000 | 450,400,000 | 493,600,000 | 556,400,000 | 561,000,000 | 561,000,000 | |
| Shares (Diluted) | 298,100,000 | 324,800,000 | 351,600,000 | 379,900,000 | 421,200,000 | 450,400,000 | 493,600,000 | 556,500,000 | 561,000,000 | 561,000,000 |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $12.46B | $6.96B | $8.24B | $4.28B | $5.19B | $6.18B | $4.41B | $4.47B | $4.81B | $5.65B | |
| Goodwill | · | · | · | · | · | · | · | $4.57B | $4.57B | $4.94B | |
| Total Assets | $317.99B | $295.73B | $276.69B | $252.70B | $292.26B | $275.40B | $249.82B | $220.78B | $235.62B | · | |
| Short-term Debt | $25M | $0 | $254M | $759M | $92M | $0 | $0 | $546M | $1.86B | · | |
| Deferred Tax | · | · | · | · | $0 | $749M | $528M | $35M | · | · | |
| Total Liabilities | $316.20B | $292.18B | $271.55B | $249.11B | $278.70B | $258.08B | $234.41B | $205.22B | $218.47B | · | |
| Total Debt | · | $3.83B | $4.07B | $4.08B | $92M | $0 | $0 | $546M | · | · | |
| Common Stock | $5M | $5M | $5M | $4M | $4M | $5M | $5M | $5M | $5M | $5M | |
| Paid-in Capital | $1.93B | $2.34B | $2.33B | $2.30B | $1.92B | $1.99B | $1.92B | $1.91B | $1.30B | · | |
| Retained Earnings | $8.37B | $10.63B | $10.25B | $9.82B | $8.88B | $10.70B | $11.74B | $13.94B | $12.22B | · | |
| Treasury Stock | $5.17B | $4.20B | $3.71B | $3.30B | $2.85B | $2.25B | $1.83B | $640M | $0 | · | |
| AOCI | $-6.28B | $-8.71B | $-7.80B | $-8.99B | $2.00B | $3.86B | $844M | $-1.41B | $-108M | · | |
| Stockholders' Equity | $-74M | $1.56B | $2.64B | $1.40B | $11.52B | $15.58B | $13.46B | $13.80B | $13.42B | · | |
| Liabilities + Equity | $317.99B | $295.73B | $276.69B | $252.70B | $292.26B | $275.40B | $249.82B | $220.78B | $235.62B | · | |
| Shares Outstanding | 283,358,187 | 309,900,248 | 333,877,990 | 365,081,940 | 391,290,224 | 440,776,011 | 463,711,392 | 528,861,758 | 561,000,000 | · |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | · | · | · | · | · | · | $675M | $296M | $386M | · | |
| Deferred Tax | $-1.05B | $138M | $-939M | $593M | $310M | $-749M | $-664M | $809M | $168M | $209M | |
| Operating Cash Flow | $714M | $2.01B | $-208M | $-250M | $-193M | $-61M | $-216M | $61M | $-243M | $-236M | |
| Investing Cash Flow | $-10.97B | $-15.86B | $-4.85B | $-7.49B | $-12.69B | $-7.82B | $-8.50B | $-2.05B | $-9.69B | $-5.77B | |
| Debt Issued | $495M | $0 | $497M | $0 | $0 | $0 | $0 | $4.06B | $0 | $0 | |
| Net Debt Issued | · | $0 | $497M | · | · | $0 | $-300M | $4.06B | · | · | |
| Stock Repurchased | $1.45B | $1.01B | $919M | $849M | $1.64B | $430M | $1.35B | $648M | $0 | $0 | |
| Net Stock Activity | · | $-1.01B | $-919M | $-849M | $-1.64B | $-430M | $-1.30B | $-648M | · | · | |
| Dividends Paid | $314M | $302M | $301M | $294M | $296M | $297M | $285M | $157M | $0 | $0 | |
| Financing Cash Flow | $15.72B | $12.44B | $9.00B | $7.04B | $11.95B | $9.67B | $8.71B | $1.66B | $9.07B | $5.11B | |
| Net Change in Cash | $5.50B | $-1.43B | $3.96B | $-748M | $-952M | $1.81B | $1M | $-345M | $-840M | $-903M | |
| Taxes Paid | $576M | $-38M | $265M | $89M | $305M | $-173M | $-506M | $57M | $31M | $31M |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | · | 10.5% | 12.4% | 12.7% | -4.0% | -5.2% | -18.1% | 15.1% | · | · | |
| Pretax Margin | · | 17.0% | 7.0% | 18.0% | -1.5% | -8.8% | -21.2% | 20.4% | · | · | |
| ROA | · | 0.44% | 0.49% | 0.65% | -0.15% | -0.24% | -0.74% | 0.81% | · | · | |
| ROE | · | 54.6% | 64.3% | 27.1% | -3.2% | -3.9% | -12.7% | 13.4% | · | · |
Liquidez y Solvencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | 2.4 | 1.5 | 2.5 | 0.0 | 0.0 | 0.0 | 0.0 | · | · | |
| LT Debt / Equity | · | 2.4 | 1.4 | 2.0 | · | · | · | · | · | · |
Eficiencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.1 | · | · |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | · | $5.11 | $7.93 | $4.54 | $29.44 | $35.34 | $29.19 | $26.22 | · | · | |
| Revenue / Share | · | $38.29 | $29.94 | $36.90 | $26.44 | $27.56 | $19.43 | $21.70 | · | · | |
| Cash Flow / Share | · | $6.18 | $-0.59 | $-2.24 | $-1.81 | $-0.14 | $-0.44 | $0.11 | · | · | |
| Cash / Share | · | $22.47 | $24.68 | $11.73 | $13.26 | $14.02 | $9.50 | $8.45 | · | · | |
| Dividend / Share | $1.05 | $0.94 | $0.86 | $0.78 | $0.71 | $0.66 | $0.58 | $0.26 | $0.00 | · | |
| EPS (TTM) | $-4.83 | $3.69 | $3.42 | $5.42 | $3.98 | $-1.56 | $-3.57 | $3.33 | · | · |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -6.1% | 18.8% | -17.3% | 66.1% | -38.7% | · | · | · | · | · | |
| Revenue CAGR 3Y | -2.6% | 17.7% | -5.5% | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | -1.2% | · | · | · | · | · | · | · | · | · | |
| EPS YoY | · | 7.9% | -37.4% | 37.2% | · | · | · | · | · | · | |
| EPS CAGR 3Y | · | -2.5% | · | · | · | · | · | · | · | · | |
| Net Income YoY | · | -0.23% | -40.4% | 22.7% | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | -10.0% | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 1.1% | · | · | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $11.66B | $12.43B | $10.46B | $12.64B | $7.61B | $12.41B | $9.62B | $12.07B | · | · | |
| Net Income TTM | $-1.38B | $1.28B | $1.28B | $2.14B | $1.75B | $-648M | $-1.76B | $1.85B | · | · | |
| Market Cap | · | $14.62B | $11.12B | $10.48B | $12.83B | $11.28B | $11.49B | $8.79B | · | · | |
| Enterprise Value | · | $11.49B | $6.95B | $10.28B | $7.73B | $5.10B | $7.09B | $4.87B | · | · | |
| P/E | -9.9 | 12.8 | 9.7 | 5.3 | 8.2 | -16.4 | -6.9 | 5.0 | · | · | |
| P/S | · | 1.2 | 1.1 | 0.8 | 1.7 | 0.9 | 1.2 | 0.7 | · | · | |
| P/B | · | 9.2 | 4.2 | 6.3 | 1.1 | 0.7 | 0.8 | 0.6 | · | · | |
| P / Tangible Book | · | 9.3 | 4.2 | 7.5 | 1.1 | 0.7 | · | · | · | · | |
| P / Cash Flow | · | 7.3 | -53.5 | -12.3 | -17.0 | -184.9 | -53.2 | 144.2 | · | · | |
| EV / Revenue | · | 0.9 | 0.7 | 0.8 | 1.0 | 0.4 | 0.7 | 0.4 | · | · | |
| Dividend Yield | · | 2.1% | 2.7% | 2.8% | 2.3% | 2.6% | 2.5% | 1.8% | · | · | |
| Earnings Yield | -10.1% | 7.8% | 10.3% | 18.9% | 12.1% | -6.1% | -14.4% | 20.0% | · | · | |
| Payout Ratio | · | 23.1% | 23.1% | 16.5% | -67.4% | -45.8% | -16.4% | 8.6% | · | · | |
| Annual Payout | $314M | $302M | $301M | $294M | $296M | $297M | $285M | $157M | · | · |
Estado de resultados
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.66B | $4.23B | $3.28B | $1.45B | $2.36B | $4.58B | $3.62B | $3.07B | $3.51B | $2.23B | $2.11B | $3.63B | $2.36B | $2.36B | $2.99B | $4.69B | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $57M | · | $55M | $55M | $61M | $51M | $50M | |
| Pretax Income | $-493M | $887M | $344M | $-1.35B | $-363M | $174M | $1.19B | $-11M | $681M | $219M | $-821M | $1.46B | $539M | $-459M | $825M | $1.27B | |
| Income Tax | $-140M | $156M | $33M | $-133M | $-80M | $24M | $179M | $-39M | $116M | $24M | $-228M | $336M | $-293M | $-725M | $177M | $264M | |
| Net Income | $-453M | $621M | $215M | $-1.31B | $-349M | $63M | $892M | $-132M | $428M | $92M | $-702M | $1.05B | $760M | $177M | $594M | $967M | |
| EPS (Basic) | $-1.68 | $2.16 | $0.69 | $-4.47 | $-1.21 | $0.16 | $2.72 | $-0.46 | $1.24 | $0.24 | $-2.06 | $2.98 | $2.07 | $0.45 | $1.55 | $2.48 | |
| EPS (Diluted) | $-1.68 | $2.14 | $0.69 | $-4.47 | $-1.21 | $0.16 | $2.69 | $-0.46 | $1.23 | $0.23 | $-2.06 | $2.97 | $2.06 | $0.45 | $1.54 | $2.47 | |
| Shares (Basic) | 278,300,000 | 281,300,000 | · | 296,200,000 | 303,200,000 | 307,800,000 | · | 318,200,000 | 324,200,000 | 330,200,000 | · | 346,400,000 | 355,200,000 | 361,900,000 | 374,500,000 | 378,900,000 | |
| Shares (Diluted) | 278,300,000 | 283,800,000 | · | 296,200,000 | 303,200,000 | 311,900,000 | · | 318,200,000 | 327,300,000 | 332,700,000 | · | 348,000,000 | 356,100,000 | 364,100,000 | 376,800,000 | 380,600,000 |
Balance general
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $17.18B | $9.90B | $12.46B | $13.60B | $14.96B | $8.16B | $6.96B | $9.58B | $9.68B | $10.36B | · | $6.10B | $7.69B | $5.02B | $4.14B | $5.11B | |
| Total Assets | $334.66B | $310.38B | $317.99B | $314.41B | $303.09B | $287.37B | $295.73B | $298.99B | $287.77B | $285.58B | $276.69B | $260.25B | $269.01B | $261.50B | $245.60B | $253.48B | |
| Short-term Debt | $0 | $0 | $25M | $0 | $0 | $0 | $0 | $0 | $0 | $0 | · | $0 | $0 | $751M | · | · | |
| Total Liabilities | $333.43B | $308.13B | $316.20B | $312.46B | $300.12B | $282.87B | $292.18B | $292.79B | $283.30B | $280.83B | $271.55B | $256.33B | $263.21B | $255.42B | $240.41B | $246.13B | |
| Total Debt | $3.84B | $3.84B | · | $3.83B | $4.33B | $4.33B | · | $3.83B | $3.83B | $3.82B | · | $3.82B | $3.82B | $4.57B | · | · | |
| Common Stock | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | · | $3M | $4M | $4M | $4M | $4M | |
| Paid-in Capital | $1.94B | $1.92B | $1.93B | $1.92B | $1.90B | $2.31B | $2.34B | $2.34B | $2.34B | $2.32B | · | $2.31B | $2.30B | $2.30B | $2.03B | $1.92B | |
| Retained Earnings | $8.23B | $8.78B | $8.37B | $8.36B | $9.87B | $10.45B | $10.63B | $9.98B | $10.32B | $10.11B | $10.25B | $11.16B | $10.32B | $9.81B | $10.84B | $10.72B | |
| Treasury Stock | $5.56B | $5.19B | $5.17B | $5.01B | $4.42B | $4.30B | $4.20B | $4.07B | $3.93B | $3.80B | · | $3.59B | $3.49B | $3.40B | $3.20B | $3.06B | |
| AOCI | $-6.46B | $-6.30B | $-6.28B | $-6.19B | $-7.43B | $-7.57B | $-8.71B | $-6.59B | $-8.64B | $-8.17B | $-7.80B | $-9.80B | $-7.14B | $-6.52B | $-7.88B | $-5.55B | |
| Stockholders' Equity | $-785M | $273M | $-74M | $148M | $1.15B | $2.40B | $1.56B | $3.22B | $1.64B | $2.03B | $2.64B | $1.64B | $3.55B | $3.75B | $3.35B | $5.59B | |
| Liabilities + Equity | $334.66B | $310.38B | $317.99B | $314.41B | $303.09B | $287.37B | $295.73B | $298.99B | $287.77B | $285.58B | $276.69B | $260.25B | $269.01B | $261.50B | $245.60B | $253.48B | |
| Shares Outstanding | 273,083,312 | 281,499,559 | 283,358,187 | 289,208,849 | 301,768,056 | 306,340,799 | 309,900,248 | 315,465,246 | 321,591,488 | 327,616,168 | · | 342,074,647 | 350,240,160 | 359,089,998 | 370,114,999 | 376,922,387 |
Flujo de Efectivo
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $643M | $499M | $-154M | $369M | $341M | $158M | $400M | $683M | $892M | $31M | $-393M | $411M | $361M | $-587M | $513M | $190M | |
| Investing Cash Flow | $-2.16B | $-2.96B | $-2.48B | $-4.77B | $-2.52B | $-1.20B | $-5.54B | $-2.39B | $-5.25B | $-2.68B | $115M | $-2.45B | $-1.09B | $-1.43B | $-2.52B | $-1.58B | |
| Debt Issued | $0 | $0 | $0 | $0 | $0 | $495M | $0 | $0 | $0 | $0 | $0 | $1M | $0 | $496M | $0 | $0 | |
| Net Debt Issued | · | $0 | · | · | · | $495M | · | · | · | $0 | · | · | · | $496M | · | · | |
| Stock Repurchased | $366M | $147M | $277M | $676M | $235M | $262M | $260M | $254M | $247M | $253M | $241M | $238M | $226M | $214M | $200M | $220M | |
| Net Stock Activity | · | $-147M | · | · | · | $-262M | · | · | · | $-253M | · | · | · | $-214M | · | · | |
| Dividends Paid | $83M | $76M | $77M | $81M | $82M | $74M | $75M | $76M | $78M | $73M | $74M | $77M | $78M | $72M | $75M | $75M | |
| Financing Cash Flow | $8.80B | $-96M | $1.49B | $3.05B | $8.94B | $2.23B | $2.55B | $1.58B | $3.36B | $4.95B | $2.39B | $470M | $3.39B | $2.75B | $1.08B | $824M | |
| Net Change in Cash | $7.28B | $-2.56B | $-1.14B | $-1.35B | $6.79B | $1.20B | $-2.62B | $-105M | $-992M | $2.28B | $2.13B | $-1.59B | $2.67B | $742M | $-970M | $-604M |
Rentabilidad
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | -27.3% | 14.7% | · | -90.3% | -14.8% | 1.4% | · | -4.4% | 12.2% | 5.1% | · | 29.4% | 31.9% | 7.5% | 9.1% | 33.4% | |
| Pretax Margin | -29.7% | 21.0% | · | -93.0% | -15.4% | 3.8% | · | -0.46% | 19.4% | 11.1% | · | 40.7% | 22.7% | -19.5% | 13.9% | 43.3% | |
| ROA | -0.14% | 0.21% | · | -0.43% | -0.12% | 0.02% | · | -0.05% | 0.15% | 0.04% | · | 0.42% | 0.29% | 0.07% | 0.10% | 0.64% | |
| ROE | -248.9% | 46.5% | · | -77.7% | -25.0% | 2.8% | · | -5.5% | 16.5% | 3.9% | · | 42.6% | 16.6% | 3.0% | 3.6% | 20.0% |
Liquidez y Solvencia
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | -4.9 | 14.1 | · | 25.9 | 3.8 | 1.8 | · | 1.2 | 2.3 | 1.9 | · | 2.3 | 1.1 | 1.2 | · | · | |
| LT Debt / Equity | -4.9 | 14.1 | · | 25.9 | 3.8 | 1.8 | · | 1.2 | 2.3 | 1.9 | · | 2.3 | 1.1 | 1.0 | · | · |
Eficiencia
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Por Acción
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $-2.87 | $0.97 | · | $0.51 | $3.81 | $7.84 | · | $10.21 | $5.11 | $6.20 | · | $4.80 | $10.14 | $10.45 | $9.06 | $14.83 | |
| Revenue / Share | $5.96 | $14.90 | · | $4.90 | $7.79 | $14.67 | · | $9.67 | $10.72 | $6.70 | · | $10.41 | $6.68 | $6.47 | $7.99 | $13.58 | |
| Cash Flow / Share | · | $1.76 | · | · | · | $0.51 | · | · | · | $0.09 | · | · | · | $-1.61 | · | · | |
| Cash / Share | $62.92 | $35.18 | · | $47.04 | $49.56 | $26.65 | · | $30.36 | $30.11 | $31.61 | · | $17.82 | $21.96 | $13.97 | $11.18 | $13.55 | |
| Dividend / Share | $0.30 | $0.27 | $0.27 | $0.27 | $0.27 | $0.24 | $0.24 | $0.24 | $0.24 | $0.22 | $0.22 | $0.22 | $0.22 | $0.20 | $0.20 | $0.20 | |
| EPS (TTM) | $-3.32 | $-2.85 | · | $-2.83 | $1.18 | $3.62 | · | $-1.06 | $2.37 | $3.20 | · | $5.61 | $4.18 | $4.59 | $10.95 | $11.00 |
Valoración (TTM)
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $10.62B | $11.32B | · | $12.00B | $13.63B | $14.77B | · | $10.92B | $11.48B | $10.33B | · | $10.17B | $9.53B | $11.86B | $10.72B | $11.35B | |
| Net Income TTM | $-926M | $-822M | · | $-703M | $474M | $1.25B | · | $-314M | $866M | $1.20B | · | $2.05B | $1.59B | $1.80B | $4.54B | $4.62B | |
| Market Cap | $11.98B | $10.45B | · | $14.69B | $16.93B | $15.96B | · | $13.26B | $13.14B | $12.45B | · | $9.71B | $9.51B | $9.12B | $9.75B | $9.83B | |
| Enterprise Value | $-1.36B | $4.38B | · | $4.92B | $6.30B | $12.12B | · | $7.51B | $7.29B | $5.92B | · | $7.44B | $5.64B | $8.67B | · | · | |
| P/E | -13.2 | -13.0 | · | -17.9 | 47.5 | 14.4 | · | -39.7 | 17.2 | 11.9 | · | 5.1 | 6.5 | 5.5 | 2.4 | 2.4 | |
| P/S | 1.1 | 0.9 | · | 1.2 | 1.2 | 1.1 | · | 1.2 | 1.1 | 1.2 | · | 1.0 | 1.0 | 0.8 | 0.9 | 0.9 | |
| P/B | -15.3 | 38.3 | · | 99.2 | 14.7 | 6.6 | · | 4.1 | 8.0 | 6.1 | · | 5.9 | 2.7 | 2.4 | 2.9 | 1.8 | |
| P / Tangible Book | · | 38.3 | · | 99.2 | 14.7 | 6.6 | · | 4.1 | 8.0 | 6.1 | · | 5.9 | 2.7 | 2.4 | 2.9 | 1.8 | |
| P / Cash Flow | · | 20.9 | · | · | · | 101.0 | · | · | · | 401.7 | · | · | · | -15.5 | · | · | |
| EV / Revenue | -0.1 | 0.4 | · | 0.4 | 0.5 | 0.8 | · | 0.7 | 0.6 | 0.6 | · | 0.7 | 0.6 | 0.7 | · | · | |
| Dividend Yield | 2.6% | 3.0% | · | 2.1% | 1.8% | 1.9% | · | 2.3% | 2.3% | 2.4% | · | 3.1% | 3.1% | 3.2% | 3.0% | 3.0% | |
| Earnings Yield | -7.6% | -7.7% | · | -5.6% | 2.1% | 7.0% | · | -2.5% | 5.8% | 8.4% | · | 19.8% | 15.4% | 18.1% | 41.6% | 42.2% | |
| Payout Ratio | · | 12.2% | · | · | · | 117.5% | · | · | · | 64.0% | · | · | · | 40.7% | · | · | |
| Annual Payout | $317M | $316M | · | $312M | $307M | $303M | · | $301M | $302M | $302M | · | $301M | $299M | $296M | $292M | $291M |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2025-12-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | 2024-03-31 |
|---|---|---|---|---|---|
| Ingresos | $11.66B | $12.43B | · | · | · |
| Beneficio neto | $-1.38B | $1.28B | · | · | · |
| EPS Diluido | $-4.83 | $3.69 | · | · | · |
| Métrica | 2025-12-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | 2024-03-31 |
|---|---|---|---|---|---|
| Deuda / Patrimonio | · | 2.4 | · | · | · |
Aún no hay suficientes datos fundamentales para generar este estado.
Propietarios institucionales (13F) 518 declarantes · $12.3B total · A fecha de 30 de septiembre de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 64 (-41 vs trimestre anterior) | 120 (+37 vs trimestre anterior) | 143 (-40 vs trimestre anterior) | 209 (+8 vs trimestre anterior) | +6.9M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| VANGUARD GROUP INC | $1 459 668 407 | 30 633 125 | 11,86% | Acciones |
| BlackRock, Inc. | $1 136 305 038 | 25 895 739 | 9,23% | Acciones |
| NORGES BANK | $804 175 026 | 18 326 687 | 6,53% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $589 922 325 | 13 443 991 | 4,79% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $557 420 497 | 12 703 293 | 4,53% | Acciones |
| HARRIS ASSOCIATES L P | $416 378 933 | 9 489 037 | 3,38% | Acciones |
| STATE STREET CORP | $411 958 428 | 9 388 296 | 3,35% | Acciones |
| CANADA PENSION PLAN INVESTMENT BOARD | $399 575 800 | 9 106 103 | 3,25% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $385 485 185 | 8 784 986 | 3,13% | Acciones |
| Capital International Investors | $369 251 911 | 8 415 039 | 3,00% | Acciones |
| PZENA INVESTMENT MANAGEMENT LLC | $244 051 960 | 5 561 804 | 1,98% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $238 783 098 | 5 440 336 | 1,94% | Acciones |
| VIKING GLOBAL INVESTORS LP | $236 903 556 | 5 398 896 | 1,92% | Acciones |
| THORNBURG INVESTMENT MANAGEMENT INC | $225 645 748 | 5 142 337 | 1,83% | Acciones |
| BANK OF MONTREAL /CAN/ | $212 456 501 | 4 841 762 | 1,73% | Acciones |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $208 145 614 | 4 743 519 | 1,69% | Acciones |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $186 954 283 | 4 234 561 | 1,52% | Acciones |
| Conifer Management, L.L.C. | $184 296 000 | 4 200 000 | 1,50% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $169 624 894 | 3 865 401 | 1,38% | Acciones |
| Castle Hook Partners LP | $157 947 771 | 3 599 539 | 1,28% | Acciones |
| MORGAN STANLEY | $146 879 086 | 3 347 289 | 1,19% | Acciones |
| NORTHERN TRUST CORP | $143 120 457 | 3 261 633 | 1,16% | Acciones |
| Invesco Ltd. | $134 216 152 | 3 058 709 | 1,09% | Acciones |
| FMR LLC | $133 462 486 | 3 041 533 | 1,08% | Acciones |
| MARSHALL WACE, LLP | $121 953 007 | 2 779 239 | 0,99% | Acciones |
| GOLDMAN SACHS GROUP INC | $116 566 632 | 2 656 487 | 0,95% | Acciones |
| Nuveen, LLC | $102 701 535 | 2 340 509 | 0,83% | Acciones |
| TCW GROUP INC | $100 312 197 | 2 286 057 | 0,81% | Acciones |
| JANE STREET GROUP, LLC | $99 318 430 | 2 263 410 | 0,81% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $94 026 240 | 2 142 804 | 0,76% | Acciones |
| Bank of New York Mellon Corp | $93 471 972 | 2 130 173 | 0,76% | Acciones |
| D. E. Shaw & Co., Inc. | $89 255 343 | 2 034 078 | 0,72% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $87 917 960 | 2 003 499 | 0,71% | Acciones |
| ALGEBRIS (UK) LTD | $85 645 508 | 1 957 978 | 0,70% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $79 273 125 | 1 806 589 | 0,64% | Acciones |
| UBS Group AG | $78 608 123 | 1 791 434 | 0,64% | Acciones |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $76 516 443 | 2 061 882 | 0,62% | Acciones |
| NORDEA INVESTMENT MANAGEMENT AB | $64 810 983 | 1 480 717 | 0,53% | Acciones |
| CITADEL ADVISORS LLC | $60 523 421 | 1 379 294 | 0,49% | Acciones |
| Alyeska Investment Group, L.P. | $59 923 669 | 1 365 626 | 0,49% | Acciones |
| Qube Research & Technologies Ltd | $57 899 397 | 1 319 494 | 0,47% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $51 473 390 | 1 173 049 | 0,42% | Acciones |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $50 462 000 | 1 150 000 | 0,41% | Acciones |
| Woodline Partners LP | $47 424 626 | 1 080 780 | 0,39% | Acciones |
| CI INVESTMENTS INC. | $41 675 469 | 949 760 | 0,34% | Acciones |
| BANK OF AMERICA CORP /DE/ | $41 369 285 | 942 782 | 0,34% | Acciones |
| LAZARD ASSET MANAGEMENT LLC | $38 797 687 | 884 177 | 0,32% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $35 977 212 | 819 900 | 0,29% | Acciones |
| BRUNI J V & CO /CO | $33 652 845 | 766 929 | 0,27% | Acciones |
| RHUMBLINE ADVISERS | $33 448 952 | 762 284 | 0,27% | Acciones |
Activistas y propietarios del %+ 5 2 tenencias
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| Equitable Holdings, Inc., Alpha Units Holdings, Inc., Alpha Units Holdings II, Inc. ×7 presentaciones | 14 de julio de 2025 | 68,17% | Enmienda | · | SEC |
| AXA S.A., AXA Assurances I.A.R.D. Mutuelle, AXA Assurances Vie Mutuelle, AXA Equitable Holdings, Inc., Alpha Units Holdings, Inc., AXA-IM HOLDING U.S. INC., AXA Equitable Financial Services, LLC, MONY Life Insurance Company of America ×4 presentaciones | 25 de marzo de 2019 | · | Presentación inicial | Estructura de capital | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Informantes de la empresa 25 insiders · 13 directivos · 12 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Mark Pearson | President and CEO | 10 de agosto de 2026 A | 754 761 | 0 | 15 | $-17 825 417 |
| Robin M Raju | Chief Financial Officer | 10 de agosto de 2026 A | 186 501 | 0 | 0 | $0 |
| Anders Malmstrom | Senior EVP & CFO | 22 de marzo de 2021 F | 118 789 | 0 | 0 | $0 |
| Nick Lane | Reporting person's title is President of Equitable Financial. | 4 de septiembre de 2026 S | 110 007 | 0 | 14 | $-6 002 232 |
| Jeffrey J Hurd | Chief Operating Officer | 17 de agosto de 2026 M | 65 019 | 0 | 25 | $-5 141 043 |
| Kurt Meyers | Chief Legal Officer, Secretary | 10 de agosto de 2026 A | 35 286 | 0 | 0 | $0 |
| Seth P Bernstein | Reporting person's title is Head of Asset Management | 10 de agosto de 2026 A | 55 970 | 0 | 0 | $0 |
| William James Eckert IV | Chief Accounting Officer | 10 de agosto de 2026 A | 8 467 | 0 | 4 | $-822 788 |
| Jose Ramon Gonzalez | Chief Legal Officer | 12 de agosto de 2025 A | 88 556 | 0 | 0 | $0 |
| Dave S. Hattem | SEVP & Chief Legal Officer | 15 de marzo de 2021 S | 63 255 | 0 | 0 | $0 |
| Kermitt Brooks | Senior EVP | 16 de marzo de 2020 A | 15 392 | 0 | 0 | $0 |
| Andrea Nitzan | SVP, CAO and Controller | 11 de junio de 2018 A | 8 260 | 0 | 0 | $0 |
| Brian Winikoff | Senior Executive Vice President and Head of U.S. Life, Retirement and Wealth Management | 11 de junio de 2018 A | 29 302 | 0 | 0 | $0 |
| Bertram L Scott | Consejero | 21 de septiembre de 2026 S | 23 685 | 0 | 3 | $-327 547 |
| Craig C Mackay | Consejero | 17 de septiembre de 2026 S | 16 999 | 0 | 2 | $-221 552 |
| Arlene Isaacs-Lowe | Consejero | 4 de septiembre de 2026 S | 19 763 | 0 | 1 | $-52 820 |
| Charles G.T. Stonehill | Consejero | 6 de agosto de 2026 S | 34 357 | 0 | 1 | $-386 550 |
| Francis Hondal | Consejero | 20 de mayo de 2026 A | 30 331 | 12 | 0 | $45 898 |
| George Stansfield | Consejero | 20 de mayo de 2026 A | 43 227 | 0 | 0 | $0 |
| Douglas A. Dachille | Consejero | 20 de mayo de 2026 A | 7 793 | 0 | 0 | $0 |
| Daniel G Kaye | Consejero | 20 de mayo de 2026 A | 60 086 | 0 | 0 | $0 |
| Joan M Lammtennant | Consejero | 20 de mayo de 2026 A | 54 788 | 0 | 0 | $0 |
| Kristi Ann Matus | Consejero | 24 de marzo de 2023 S | 0 | 0 | 0 | $0 |
| Ramon De Oliveira | Consejero | 20 de mayo de 2021 A | 56 695 | 0 | 0 | $0 |
| AXA | Propietario del 10% | 10 de diciembre de 2019 S | 44 162 500 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 82 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| MNA · New York Life Investments ETF Trust | 2,77% | 146 010 NS | 31 de julio de 2026 | N-PORT |
| JMID · Janus Detroit Street Trust | 1,88% | 9 311 NS | 31 de julio de 2026 | N-PORT |
| PGF · Invesco Exchange-Traded Fund Trust | 1,56% | 557 534 | 5 de octubre de 2026 | Diario |
| IIGD · Invesco Exchange-Traded Self-Indexe… | 1,23% | 330 000 | 5 de octubre de 2026 | Diario |
| PGX · Invesco Exchange-Traded Fund Trust … | 0,77% | 1 647 409 | 5 de octubre de 2026 | Diario |
| GSY · Invesco Actively Managed Exchange-T… | 0,75% | 29 557 000 | 5 de octubre de 2026 | Diario |
| IQSM · New York Life Investments ETF Trust | 0,53% | 36 960 NS | 31 de julio de 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,48% | 118 286 SH | 5 de octubre de 2026 | Diario |
| PTMC · Pacer Funds Trust | 0,38% | 30 928 NS | 31 de julio de 2026 | N-PORT |
| PFF · iShares Trust | 0,37% | 2 691 178 SH | 11 de septiembre de 2026 | Diario |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,37% | 125 734 SH | 19 de agosto de 2026 | Diario |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,34% | 454 860 SH | 19 de agosto de 2026 | Diario |
| ESML · iShares Trust | 0,34% | 178 533 SH | 11 de septiembre de 2026 | Diario |
| BKMC · BNY Mellon ETF Trust | 0,33% | 44 237 NS | 31 de julio de 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,31% | 133 334 SH | 19 de agosto de 2026 | Diario |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,29% | 122 762 NS | 31 de julio de 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,29% | 4 135 NS | 31 de julio de 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,26% | 4 099 670 SH | 19 de agosto de 2026 | Diario |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0,24% | 305 000 | 5 de octubre de 2026 | Diario |
| IWP · iShares Trust | 0,23% | 846 070 SH | 11 de septiembre de 2026 | Diario |
| IYF · iShares Trust | 0,21% | 178 521 SH | 11 de septiembre de 2026 | Diario |
| IYG · iShares Trust | 0,19% | 80 205 SH | 11 de septiembre de 2026 | Diario |
| SMMD · iShares Trust | 0,18% | 128 797 SH | 11 de septiembre de 2026 | Diario |
| VRP · Invesco Exchange-Traded Fund Trust … | 0,17% | 5 153 000 | 5 de octubre de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,15% | 6 458 916 SH | 19 de agosto de 2026 | Diario |
| FNCL · FIDELITY COVINGTON TRUST | 0,15% | 74 045 NS | 31 de julio de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,14% | 3 230 157 SH | 19 de agosto de 2026 | Diario |
| VFH · VANGUARD WORLD FUND | 0,14% | 458 669 SH | 19 de agosto de 2026 | Diario |
| WSML · iShares Trust | 0,14% | 17 101 SH | 11 de septiembre de 2026 | Diario |
| TILT · FlexShares Trust | 0,13% | 58 144 NS | 31 de julio de 2026 | N-PORT |
| IWR · iShares Trust | 0,10% | 1 056 019 SH | 11 de septiembre de 2026 | Diario |
| DGRO · iShares Trust | 0,07% | 598 720 SH | 11 de septiembre de 2026 | Diario |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,07% | 10 020 SH | 5 de octubre de 2026 | Diario |
| IWS · iShares Trust | 0,06% | 179 360 SH | 11 de septiembre de 2026 | Diario |
| DFSU · Dimensional ETF Trust | 0,06% | 29 190 NS | 31 de julio de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,05% | 518 302 NS | 31 de julio de 2026 | N-PORT |
| VYM · VANGUARD WHITEHALL FUNDS | 0,05% | 1 117 014 SH | 19 de agosto de 2026 | Diario |
| DSI · iShares Trust | 0,04% | 41 719 SH | 11 de septiembre de 2026 | Diario |
| DUHP · Dimensional ETF Trust | 0,04% | 100 553 NS | 31 de julio de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,04% | 27 250 NS | 31 de julio de 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0,04% | 66 387 SH | 5 de octubre de 2026 | Diario |
| IWF · iShares Trust | 0,02% | 580 473 SH | 11 de septiembre de 2026 | Diario |
| IWB · iShares Trust | 0,02% | 196 711 SH | 11 de septiembre de 2026 | Diario |
| DFAU · Dimensional ETF Trust | 0,02% | 55 271 NS | 31 de julio de 2026 | N-PORT |
| IYY · iShares Trust | 0,02% | 12 090 SH | 11 de septiembre de 2026 | Diario |
| IWV · iShares Trust | 0,02% | 77 707 SH | 11 de septiembre de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,02% | 8 938 320 SH | 19 de agosto de 2026 | Diario |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,02% | 45 921 SH | 19 de agosto de 2026 | Diario |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,02% | 78 310 SH | 19 de agosto de 2026 | Diario |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0,02% | 238 708 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,02% | 23 595 SH | 19 de agosto de 2026 | Diario |
| DXUV · Dimensional ETF Trust | 0,02% | 2 308 NS | 31 de julio de 2026 | N-PORT |
| ESGV · VANGUARD WORLD FUND | 0,02% | 63 227 SH | 19 de agosto de 2026 | Diario |
| DFUS · Dimensional ETF Trust | 0,02% | 87 074 NS | 31 de julio de 2026 | N-PORT |
| ITOT · iShares Trust | 0,02% | 325 592 SH | 11 de septiembre de 2026 | Diario |
| IWD · iShares Trust | 0,02% | 278 651 SH | 11 de septiembre de 2026 | Diario |
| IUSV · iShares Trust | 0,02% | 81 516 SH | 11 de septiembre de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 247 565 SH | 19 de agosto de 2026 | Diario |
| IUSG · iShares Trust | 0,01% | 62 070 SH | 11 de septiembre de 2026 | Diario |
| FHEQ · Fidelity Greenwood Street Trust | 0,01% | 1 904 NS | 31 de julio de 2026 | N-PORT |
| FYEE · Fidelity Greenwood Street Trust | 0,01% | 436 NS | 31 de julio de 2026 | N-PORT |
| FBUF · Fidelity Greenwood Street Trust | 0,01% | 47 NS | 31 de julio de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,01% | 25 171 NS | 31 de julio de 2026 | N-PORT |
| GTOS · Invesco Actively Managed Exchange-T… | 0,00% | 3 000 | 30 de septiembre de 2026 | Diario |
| BIV · VANGUARD BOND INDEX FUNDS | · | · | 15 de julio de 2026 | Diario |
| BLV · VANGUARD BOND INDEX FUNDS | · | · | 15 de julio de 2026 | Diario |
| BSV · VANGUARD BOND INDEX FUNDS | · | · | 15 de julio de 2026 | Diario |
| BND · VANGUARD BOND INDEX FUNDS | · | · | 15 de julio de 2026 | Diario |
| VUSB · VANGUARD BOND INDEX FUNDS | · | · | 15 de julio de 2026 | Diario |
| VSDB · VANGUARD MALVERN FUNDS | · | · | 15 de julio de 2026 | Diario |
| VCSH · VANGUARD SCOTTSDALE FUNDS | · | · | 15 de julio de 2026 | Diario |
| VCIT · VANGUARD SCOTTSDALE FUNDS | · | · | 15 de julio de 2026 | Diario |
| VCLT · VANGUARD SCOTTSDALE FUNDS | · | · | 15 de julio de 2026 | Diario |
| VTC · VANGUARD SCOTTSDALE FUNDS | · | · | 30 de julio de 2026 | Diario |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | 30 de julio de 2026 | Diario |
| IJH · iShares Trust | · | 9 431 702 SH | 11 de septiembre de 2026 | Diario |
| IJK · iShares Trust | · | 780 475 SH | 10 de septiembre de 2026 | Diario |
| IJJ · iShares Trust | · | 724 048 SH | 25 de agosto de 2026 | Diario |
| XJH · iShares Trust | · | 35 007 SH | 8 de septiembre de 2026 | Diario |
| VCEB · VANGUARD WORLD FUND | · | · | 30 de julio de 2026 | Diario |
| ISCB · iShares Trust | · | 12 003 SH | 11 de septiembre de 2026 | Diario |
| ISCV · iShares Trust | · | 60 277 SH | 11 de septiembre de 2026 | Diario |
EQH Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
Precio objetivo a 12 meses
11 analistas · 2026-10-01Objetivo medio $62.09 +13,9%
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| EQH | · | -9.9 | -6.1% | · | · | · |
| APO | $83.81B | 26.1 | 22.7% | 10.9% | 17.2% | · |
| CRBG | · | -44.4 | -1.2% | · | · | · |
| JXN | $7.13B | -444.4 | 104.3% | 0.40% | 0.27% | · |
| VOYA | $6.99B | 11.8 | 1.7% | 8.0% | 14.6% | · |
| ALRS | $572M | 33.1 | 1.1% | 7.8% | 3.3% | · |
| SOR | · | · | · | · | · | · |
| NEWT | · | · | · | · | · | · |
Últimas noticias Noticias recientes que mencionan a esta empresa
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
Seleccione las métricas que le importan: haga clic en el + junto a cualquier fila en Fundamentales completos arriba.
Tu selección se guarda y te sigue en todos los tickers.