EQH Equitable Holdings, Inc. Common Stock
NYSE · Financial Services · Voir sur SEC EDGAR ↗ clôture Oct 6, 2026 10-K/10-Q Aoû 6, 2026EQH Aperçu de l'action Prix, capitalisation boursière, P/E, EPS, ROE, dette/capitaux propres, fourchette sur 52 semaines
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À propos de Equitable Holdings, Inc. Common Stock Présentation de l'entreprise depuis 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.
Source : Wikipedia (Anglais), CC BY-SA 4.0 · Voir sur Wikipedia ↗
Performance sur 10 ans Tendances du chiffre d'affaires, du bénéfice net, des marges et du BPA
Valorisation Ratios P/E, P/S, P/B, EV/EBITDA — l'action est-elle chère ou bon marché ?
| Métrique | Tendance sur 5 ans | EQH | moyenne 5 ans | Médiane des pairs | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | -16.6 | · | · | · | |
| P/S (TTM) | 1.4 | · | 1.1 | Juste valeur | |
| P/B (MRQ) | -19.1 | · | · | · | |
| Price / Tangible Book (Cours / Actif net tangible) | 9.3 | · | · | · |
La médiane des pairs est calculée sur une base standardisée par métrique et peut ne pas toujours correspondre à la base TTM/MRQ indiquée pour cette action.
Rentabilité Marges brutes, d'exploitation et nettes ; ROE, ROA, ROIC
| Métrique | Tendance sur 5 ans | EQH | moyenne 5 ans | Médiane des pairs | Verdict |
|---|---|---|---|---|---|
| Marge avant impôts (TTM) | -5.7% | · | 11.3% | Faible | |
| Marge nette (TTM) | -8.7% | · | 7.9% | Faible | |
| ROA (TTM) | -0.29% | · | 0.17% | Faible | |
| ROE (TTM) | -508.8% | · | 1.8% | Faible |
Santé financière Dette, liquidité, solvabilité — solidité du bilan
| Métrique | Tendance sur 5 ans | EQH | moyenne 5 ans | Médiane des pairs | Verdict |
|---|---|---|---|---|---|
| Dette / Capitaux propres (MRQ) | -4.9 | · | 0.1 | Faible endettement | |
| Dette à long terme / Capitaux propres (MRQ) | -4.9 | · | · | · |
Croissance Croissance du chiffre d'affaires, du BPA et du bénéfice net : Année/Année, TCAC 3 ans, TCAC 5 ans
| Métrique | Tendance sur 5 ans | EQH | moyenne 5 ans | Médiane des pairs | Verdict |
|---|---|---|---|---|---|
| Revenue YoY (Chiffre d'affaires YoY) | -6.1% | · | · | · | |
| Revenue CAGR 3Y (CAGR du chiffre d'affaires 3 ans) | -2.6% | · | · | · | |
| Revenue CAGR 5Y (CAGR du chiffre d'affaires 5 ans) | -1.2% | · | · | · | |
| EPS YoY (BPA Année/Année) | 7.9% | · | · | · | |
| Net Income YoY (Bénéfice net YoY) | -0.23% | · | · | · | |
| EPS CAGR 3Y (TCAC BPA 3 ans) | -2.5% | · | · | · | |
| Net Income CAGR 3Y (TCAC Bénéfice net 3 ans) | -10.0% | · | · | · |
Efficacité du capital Rotation des actifs, rotation des stocks, rotation des créances
| Métrique | Tendance sur 5 ans | EQH | moyenne 5 ans | Médiane des pairs | Verdict |
|---|---|---|---|---|---|
| Revenue / Employee (Chiffre d'affaires annuel ÷ employés (effectif déclaré, yfinance). Dérivé — pas un concept SEC-XBRL stocké.) | ≈$1.5M | · | · | · |
valeur · ≈ moyenne 5 ans · médiane du secteur · verdict par rapport à la médiane
Dividendes Rendement, ratio de distribution, historique des dividendes, CAGR à 5 ans
| Date ex-dividende | Montant | Devise | Rendement |
|---|---|---|---|
| Aoû 3, 2026 | $0,30 | USD | ≈2.4% |
| Jui 1, 2026 | $0,30 | USD | ≈2.7% |
| Mar 4, 2026 | $0,27 | USD | ≈2.7% |
| Nov 24, 2025 | $0,27 | USD | ≈2.3% |
| Aoû 5, 2025 | $0,27 | USD | ≈2.0% |
| Jui 2, 2025 | $0,27 | USD | ≈1.9% |
| Mar 5, 2025 | $0,24 | USD | ≈1.8% |
| Nov 26, 2024 | $0,24 | USD | ≈1.9% |
| Aoû 6, 2024 | $0,24 | USD | ≈2.4% |
| Jui 3, 2024 | $0,24 | USD | ≈2.2% |
| Fév 23, 2024 | $0,22 | USD | ≈2.5% |
| Nov 24, 2023 | $0,22 | USD | ≈2.9% |
| Aoû 4, 2023 | $0,22 | USD | ≈2.9% |
| Jui 2, 2023 | $0,22 | USD | ≈3.2% |
| Fév 24, 2023 | $0,20 | USD | ≈2.6% |
| Nov 25, 2022 | $0,20 | USD | ≈2.5% |
| Aoû 5, 2022 | $0,20 | USD | ≈2.7% |
| Mai 26, 2022 | $0,20 | USD | ≈2.4% |
| Fév 25, 2022 | $0,18 | USD | ≈2.2% |
| Nov 26, 2021 | $0,18 | USD | ≈2.2% |
Historique des bénéfices BPA réel vs estimation, surprise %, taux de succès, prochaine date de publication des résultats
| Période | Rapport | EPS Actual | BPA est. | Surprise |
|---|---|---|---|---|
| 30 juin 2026 | Aoû 3, 2026 | $1.70 | $1.68 | 1.4% |
| 31 mars 2026 | $1.62 | $1.63 | -0.36% | |
| 31 décembre 2025 | $1.73 | $1.77 | -2.4% | |
| 30 septembre 2025 | $1.48 | $1.63 | -9.2% | |
| 30 juin 2025 | $1.10 | $1.30 | -15.3% | |
| 31 mars 2025 | $1.30 | $1.49 | -12.6% |
Fondamentaux complets Tous les indicateurs par an — compte de résultat, bilan, flux de trésorerie
Compte de résultat
| Métrique | Tendance | 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 |
Bilan
| Métrique | Tendance | 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 | · |
Flux de trésorerie
| Métrique | Tendance | 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 |
Rentabilité
| Métrique | Tendance | 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% | · | · |
Liquidité et Solvabilité
| Métrique | Tendance | 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 | · | · | · | · | · | · |
Efficacité
| Métrique | Tendance | 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 | · | · |
Par action
| Métrique | Tendance | 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 | · | · |
Taux de croissance
| Métrique | Tendance | 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% | · | · | · | · | · | · | · | · | · |
Valorisation (TTM)
| Métrique | Tendance | 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 | · | · |
Compte de résultat
| Métrique | Tendance | 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 |
Bilan
| Métrique | Tendance | 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 |
Flux de trésorerie
| Métrique | Tendance | 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 |
Rentabilité
| Métrique | Tendance | 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% |
Liquidité et Solvabilité
| Métrique | Tendance | 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 | · | · |
Efficacité
| Métrique | Tendance | 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 |
Par action
| Métrique | Tendance | 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 |
Valorisation (TTM)
| Métrique | Tendance | 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 |
Période la plus récente à gauche · valeurs nulles affichées comme ·
États financiers Compte de résultat, bilan, flux de trésorerie — annuel, sur les 5 dernières années
| Métrique | 2025-12-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | 2024-03-31 |
|---|---|---|---|---|---|
| Revenu | $11.66B | $12.43B | · | · | · |
| Résultat net | $-1.38B | $1.28B | · | · | · |
| BPA dilué | $-4.83 | $3.69 | · | · | · |
| Métrique | 2025-12-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | 2024-03-31 |
|---|---|---|---|---|---|
| Dette / Capitaux propres | · | 2.4 | · | · | · |
Pas assez de données fondamentales pour construire ce relevé pour le moment.
Détenteurs institutionnels (13F) 518 déclarants · $12.3B total · Au 30 septembre 2026
Institutions qui déclarent détenir cette action dans leur Formulaire SEC 13F trimestriel. Uniquement les positions longues ; un même déclarant peut apparaître deux fois pour des jambes d'options distinctes. Les jambes put/call compensatoires importantes reflètent généralement la tenue de marché ou un inventaire couvert, pas une conviction directionnelle.
| Nouvelles positions | Positions clôturées | Augmenté | Diminué | Variation nette des actions |
|---|---|---|---|---|
| 64 (-41 vs T. préc.) | 120 (+37 vs T. préc.) | 143 (-40 vs T. préc.) | 209 (+8 vs T. préc.) | +6.9M |
Comparé à Q1 2026. Les dépôts de formulaire 13F de la SEC sont dus dans les 45 jours suivant la fin du trimestre, plus une courte période tampon pour les déposants tardifs — les trimestres encore dans cette fenêtre sont ignorés au profit de la paire la plus récente entièrement déclarée.
| Institution | Valeur | Actions | % de 13F suivies | Type |
|---|---|---|---|---|
| VANGUARD GROUP INC | $1 459 668 407 | 30 633 125 | 11,86% | Actions |
| BlackRock, Inc. | $1 136 305 038 | 25 895 739 | 9,23% | Actions |
| NORGES BANK | $804 175 026 | 18 326 687 | 6,53% | Actions |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $589 922 325 | 13 443 991 | 4,79% | Actions |
| VANGUARD CAPITAL MANAGEMENT LLC | $557 420 497 | 12 703 293 | 4,53% | Actions |
| HARRIS ASSOCIATES L P | $416 378 933 | 9 489 037 | 3,38% | Actions |
| STATE STREET CORP | $411 958 428 | 9 388 296 | 3,35% | Actions |
| CANADA PENSION PLAN INVESTMENT BOARD | $399 575 800 | 9 106 103 | 3,25% | Actions |
| WELLINGTON MANAGEMENT GROUP LLP | $385 485 185 | 8 784 986 | 3,13% | Actions |
| Capital International Investors | $369 251 911 | 8 415 039 | 3,00% | Actions |
| PZENA INVESTMENT MANAGEMENT LLC | $244 051 960 | 5 561 804 | 1,98% | Actions |
| GEODE CAPITAL MANAGEMENT, LLC | $238 783 098 | 5 440 336 | 1,94% | Actions |
| VIKING GLOBAL INVESTORS LP | $236 903 556 | 5 398 896 | 1,92% | Actions |
| THORNBURG INVESTMENT MANAGEMENT INC | $225 645 748 | 5 142 337 | 1,83% | Actions |
| BANK OF MONTREAL /CAN/ | $212 456 501 | 4 841 762 | 1,73% | Actions |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $208 145 614 | 4 743 519 | 1,69% | Actions |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $186 954 283 | 4 234 561 | 1,52% | Actions |
| Conifer Management, L.L.C. | $184 296 000 | 4 200 000 | 1,50% | Actions |
| DIMENSIONAL FUND ADVISORS LP | $169 624 894 | 3 865 401 | 1,38% | Actions |
| Castle Hook Partners LP | $157 947 771 | 3 599 539 | 1,28% | Actions |
| MORGAN STANLEY | $146 879 086 | 3 347 289 | 1,19% | Actions |
| NORTHERN TRUST CORP | $143 120 457 | 3 261 633 | 1,16% | Actions |
| Invesco Ltd. | $134 216 152 | 3 058 709 | 1,09% | Actions |
| FMR LLC | $133 462 486 | 3 041 533 | 1,08% | Actions |
| MARSHALL WACE, LLP | $121 953 007 | 2 779 239 | 0,99% | Actions |
| GOLDMAN SACHS GROUP INC | $116 566 632 | 2 656 487 | 0,95% | Actions |
| Nuveen, LLC | $102 701 535 | 2 340 509 | 0,83% | Actions |
| TCW GROUP INC | $100 312 197 | 2 286 057 | 0,81% | Actions |
| JANE STREET GROUP, LLC | $99 318 430 | 2 263 410 | 0,81% | Actions |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $94 026 240 | 2 142 804 | 0,76% | Actions |
| Bank of New York Mellon Corp | $93 471 972 | 2 130 173 | 0,76% | Actions |
| D. E. Shaw & Co., Inc. | $89 255 343 | 2 034 078 | 0,72% | Actions |
| PRINCIPAL FINANCIAL GROUP INC | $87 917 960 | 2 003 499 | 0,71% | Actions |
| ALGEBRIS (UK) LTD | $85 645 508 | 1 957 978 | 0,70% | Actions |
| VANGUARD FIDUCIARY TRUST CO | $79 273 125 | 1 806 589 | 0,64% | Actions |
| UBS Group AG | $78 608 123 | 1 791 434 | 0,64% | Actions |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $76 516 443 | 2 061 882 | 0,62% | Actions |
| NORDEA INVESTMENT MANAGEMENT AB | $64 810 983 | 1 480 717 | 0,53% | Actions |
| CITADEL ADVISORS LLC | $60 523 421 | 1 379 294 | 0,49% | Actions |
| Alyeska Investment Group, L.P. | $59 923 669 | 1 365 626 | 0,49% | Actions |
| Qube Research & Technologies Ltd | $57 899 397 | 1 319 494 | 0,47% | Actions |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $51 473 390 | 1 173 049 | 0,42% | Actions |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $50 462 000 | 1 150 000 | 0,41% | Actions |
| Woodline Partners LP | $47 424 626 | 1 080 780 | 0,39% | Actions |
| CI INVESTMENTS INC. | $41 675 469 | 949 760 | 0,34% | Actions |
| BANK OF AMERICA CORP /DE/ | $41 369 285 | 942 782 | 0,34% | Actions |
| LAZARD ASSET MANAGEMENT LLC | $38 797 687 | 884 177 | 0,32% | Actions |
| RENAISSANCE TECHNOLOGIES LLC | $35 977 212 | 819 900 | 0,29% | Actions |
| BRUNI J V & CO /CO | $33 652 845 | 766 929 | 0,27% | Actions |
| RHUMBLINE ADVISERS | $33 448 952 | 762 284 | 0,27% | Actions |
Activistes et détenteurs de 5%+ 2 participations
Investisseurs ayant déposé un Schedule 13D auprès de la SEC — détention effective supérieure à 5% avec l'intention d'influencer l'émetteur (participations activistes, campagnes pour le conseil d'administration, fusions-acquisitions). Chaque ligne montre le dernier état connu de la position du déposant.
| Déclarant | Déposé | Participation | Statut | Objectif | Dépôt |
|---|---|---|---|---|---|
| Equitable Holdings, Inc., Alpha Units Holdings, Inc., Alpha Units Holdings II, Inc. ×7 dépôts | 14 juillet 2025 | 68,17% | Amendement | · | 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 dépôts | 25 mars 2019 | · | Dépôt initial | Structure du 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.
Initiés de la société 25 initiés · 13 dirigeants · 12 administrateurs
| Dirigeant | Rôle | Dernière activité | Actions détenues | Achats 12m | Ventes 12m | Net 12m |
|---|---|---|---|---|---|---|
| Mark Pearson | President and CEO | 10 août 2026 A | 754 761 | 0 | 15 | $-17 825 417 |
| Robin M Raju | Chief Financial Officer | 10 août 2026 A | 186 501 | 0 | 0 | $0 |
| Anders Malmstrom | Senior EVP & CFO | 22 mars 2021 F | 118 789 | 0 | 0 | $0 |
| Nick Lane | Reporting person's title is President of Equitable Financial. | 4 septembre 2026 S | 110 007 | 0 | 14 | $-6 002 232 |
| Jeffrey J Hurd | Chief Operating Officer | 17 août 2026 M | 65 019 | 0 | 25 | $-5 141 043 |
| Kurt Meyers | Chief Legal Officer, Secretary | 10 août 2026 A | 35 286 | 0 | 0 | $0 |
| Seth P Bernstein | Reporting person's title is Head of Asset Management | 10 août 2026 A | 55 970 | 0 | 0 | $0 |
| William James Eckert IV | Chief Accounting Officer | 10 août 2026 A | 8 467 | 0 | 4 | $-822 788 |
| Jose Ramon Gonzalez | Chief Legal Officer | 12 août 2025 A | 88 556 | 0 | 0 | $0 |
| Dave S. Hattem | SEVP & Chief Legal Officer | 15 mars 2021 S | 63 255 | 0 | 0 | $0 |
| Kermitt Brooks | Senior EVP | 16 mars 2020 A | 15 392 | 0 | 0 | $0 |
| Andrea Nitzan | SVP, CAO and Controller | 11 juin 2018 A | 8 260 | 0 | 0 | $0 |
| Brian Winikoff | Senior Executive Vice President and Head of U.S. Life, Retirement and Wealth Management | 11 juin 2018 A | 29 302 | 0 | 0 | $0 |
| Bertram L Scott | Administrateur | 21 septembre 2026 S | 23 685 | 0 | 3 | $-327 547 |
| Craig C Mackay | Administrateur | 17 septembre 2026 S | 16 999 | 0 | 2 | $-221 552 |
| Arlene Isaacs-Lowe | Administrateur | 4 septembre 2026 S | 19 763 | 0 | 1 | $-52 820 |
| Charles G.T. Stonehill | Administrateur | 6 août 2026 S | 34 357 | 0 | 1 | $-386 550 |
| Francis Hondal | Administrateur | 20 mai 2026 A | 30 331 | 12 | 0 | $45 898 |
| George Stansfield | Administrateur | 20 mai 2026 A | 43 227 | 0 | 0 | $0 |
| Douglas A. Dachille | Administrateur | 20 mai 2026 A | 7 793 | 0 | 0 | $0 |
| Daniel G Kaye | Administrateur | 20 mai 2026 A | 60 086 | 0 | 0 | $0 |
| Joan M Lammtennant | Administrateur | 20 mai 2026 A | 54 788 | 0 | 0 | $0 |
| Kristi Ann Matus | Administrateur | 24 mars 2023 S | 0 | 0 | 0 | $0 |
| Ramon De Oliveira | Administrateur | 20 mai 2021 A | 56 695 | 0 | 0 | $0 |
| AXA | Détenteur de 10% | 10 décembre 2019 S | 44 162 500 | 0 | 0 | $0 |
Initiés issus des déclarations SEC Form 3/4/5 ; net = uniquement P/S de marché
Détention d'ETF Détenu par 82 ETFs
Le poids reflète uniquement les participations directes en actions (N-PORT) ; les fonds à effet de levier ou basés sur des dérivés peuvent détenir une exposition supplémentaire aux swaps non indiquée.
| Fonds | Poids | Unités | Au | Source |
|---|---|---|---|---|
| MNA · New York Life Investments ETF Trust | 2,77% | 146 010 NS | 31 juillet 2026 | N-PORT |
| JMID · Janus Detroit Street Trust | 1,88% | 9 311 NS | 31 juillet 2026 | N-PORT |
| PGF · Invesco Exchange-Traded Fund Trust | 1,57% | 559 882 | 2 octobre 2026 | Quotidien |
| IIGD · Invesco Exchange-Traded Self-Indexe… | 1,23% | 330 000 | 2 octobre 2026 | Quotidien |
| PGX · Invesco Exchange-Traded Fund Trust … | 0,78% | 1 646 029 | 2 octobre 2026 | Quotidien |
| GSY · Invesco Actively Managed Exchange-T… | 0,75% | 29 557 000 | 2 octobre 2026 | Quotidien |
| IQSM · New York Life Investments ETF Trust | 0,53% | 36 960 NS | 31 juillet 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,48% | 118 286 SH | 2 octobre 2026 | Quotidien |
| PTMC · Pacer Funds Trust | 0,38% | 30 928 NS | 31 juillet 2026 | N-PORT |
| PFF · iShares Trust | 0,37% | 2 691 178 SH | 11 septembre 2026 | Quotidien |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,37% | 125 734 SH | 19 août 2026 | Quotidien |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,34% | 454 860 SH | 19 août 2026 | Quotidien |
| ESML · iShares Trust | 0,34% | 178 533 SH | 11 septembre 2026 | Quotidien |
| BKMC · BNY Mellon ETF Trust | 0,33% | 44 237 NS | 31 juillet 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,31% | 133 334 SH | 19 août 2026 | Quotidien |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,29% | 122 762 NS | 31 juillet 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,29% | 4 135 NS | 31 juillet 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,26% | 4 099 670 SH | 19 août 2026 | Quotidien |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0,24% | 305 000 | 2 octobre 2026 | Quotidien |
| IWP · iShares Trust | 0,23% | 846 070 SH | 11 septembre 2026 | Quotidien |
| IYF · iShares Trust | 0,21% | 178 521 SH | 11 septembre 2026 | Quotidien |
| IYG · iShares Trust | 0,19% | 80 205 SH | 11 septembre 2026 | Quotidien |
| SMMD · iShares Trust | 0,18% | 128 797 SH | 11 septembre 2026 | Quotidien |
| VRP · Invesco Exchange-Traded Fund Trust … | 0,17% | 5 153 000 | 2 octobre 2026 | Quotidien |
| VB · VANGUARD INDEX FUNDS | 0,15% | 6 458 916 SH | 19 août 2026 | Quotidien |
| FNCL · FIDELITY COVINGTON TRUST | 0,15% | 74 045 NS | 31 juillet 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,14% | 3 230 157 SH | 19 août 2026 | Quotidien |
| VFH · VANGUARD WORLD FUND | 0,14% | 458 669 SH | 19 août 2026 | Quotidien |
| WSML · iShares Trust | 0,14% | 17 101 SH | 11 septembre 2026 | Quotidien |
| TILT · FlexShares Trust | 0,13% | 58 144 NS | 31 juillet 2026 | N-PORT |
| IWR · iShares Trust | 0,10% | 1 056 019 SH | 11 septembre 2026 | Quotidien |
| DGRO · iShares Trust | 0,07% | 598 720 SH | 11 septembre 2026 | Quotidien |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,07% | 10 020 SH | 2 octobre 2026 | Quotidien |
| IWS · iShares Trust | 0,06% | 179 360 SH | 11 septembre 2026 | Quotidien |
| DFSU · Dimensional ETF Trust | 0,06% | 29 190 NS | 31 juillet 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,05% | 518 302 NS | 31 juillet 2026 | N-PORT |
| VYM · VANGUARD WHITEHALL FUNDS | 0,05% | 1 117 014 SH | 19 août 2026 | Quotidien |
| DSI · iShares Trust | 0,04% | 41 719 SH | 11 septembre 2026 | Quotidien |
| DUHP · Dimensional ETF Trust | 0,04% | 100 553 NS | 31 juillet 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,04% | 27 250 NS | 31 juillet 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0,04% | 66 379 SH | 2 octobre 2026 | Quotidien |
| IWF · iShares Trust | 0,02% | 580 473 SH | 11 septembre 2026 | Quotidien |
| IWB · iShares Trust | 0,02% | 196 711 SH | 11 septembre 2026 | Quotidien |
| DFAU · Dimensional ETF Trust | 0,02% | 55 271 NS | 31 juillet 2026 | N-PORT |
| IYY · iShares Trust | 0,02% | 12 090 SH | 11 septembre 2026 | Quotidien |
| IWV · iShares Trust | 0,02% | 77 707 SH | 11 septembre 2026 | Quotidien |
| VTI · VANGUARD INDEX FUNDS | 0,02% | 8 938 320 SH | 19 août 2026 | Quotidien |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,02% | 45 921 SH | 19 août 2026 | Quotidien |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,02% | 78 310 SH | 19 août 2026 | Quotidien |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0,02% | 238 708 SH | 19 août 2026 | Quotidien |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,02% | 23 595 SH | 19 août 2026 | Quotidien |
| DXUV · Dimensional ETF Trust | 0,02% | 2 308 NS | 31 juillet 2026 | N-PORT |
| ESGV · VANGUARD WORLD FUND | 0,02% | 63 227 SH | 19 août 2026 | Quotidien |
| DFUS · Dimensional ETF Trust | 0,02% | 87 074 NS | 31 juillet 2026 | N-PORT |
| ITOT · iShares Trust | 0,02% | 325 592 SH | 11 septembre 2026 | Quotidien |
| IWD · iShares Trust | 0,02% | 278 651 SH | 11 septembre 2026 | Quotidien |
| IUSV · iShares Trust | 0,02% | 81 516 SH | 11 septembre 2026 | Quotidien |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 247 565 SH | 19 août 2026 | Quotidien |
| IUSG · iShares Trust | 0,01% | 62 070 SH | 11 septembre 2026 | Quotidien |
| FHEQ · Fidelity Greenwood Street Trust | 0,01% | 1 904 NS | 31 juillet 2026 | N-PORT |
| FYEE · Fidelity Greenwood Street Trust | 0,01% | 436 NS | 31 juillet 2026 | N-PORT |
| FBUF · Fidelity Greenwood Street Trust | 0,01% | 47 NS | 31 juillet 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,01% | 25 171 NS | 31 juillet 2026 | N-PORT |
| GTOS · Invesco Actively Managed Exchange-T… | 0,00% | 3 000 | 30 septembre 2026 | Quotidien |
| BIV · VANGUARD BOND INDEX FUNDS | · | · | 15 juillet 2026 | Quotidien |
| BLV · VANGUARD BOND INDEX FUNDS | · | · | 15 juillet 2026 | Quotidien |
| BSV · VANGUARD BOND INDEX FUNDS | · | · | 15 juillet 2026 | Quotidien |
| BND · VANGUARD BOND INDEX FUNDS | · | · | 15 juillet 2026 | Quotidien |
| VUSB · VANGUARD BOND INDEX FUNDS | · | · | 15 juillet 2026 | Quotidien |
| VSDB · VANGUARD MALVERN FUNDS | · | · | 15 juillet 2026 | Quotidien |
| VCSH · VANGUARD SCOTTSDALE FUNDS | · | · | 15 juillet 2026 | Quotidien |
| VCIT · VANGUARD SCOTTSDALE FUNDS | · | · | 15 juillet 2026 | Quotidien |
| VCLT · VANGUARD SCOTTSDALE FUNDS | · | · | 15 juillet 2026 | Quotidien |
| VTC · VANGUARD SCOTTSDALE FUNDS | · | · | 30 juillet 2026 | Quotidien |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | 30 juillet 2026 | Quotidien |
| IJH · iShares Trust | · | 9 431 702 SH | 11 septembre 2026 | Quotidien |
| IJK · iShares Trust | · | 780 475 SH | 10 septembre 2026 | Quotidien |
| IJJ · iShares Trust | · | 724 048 SH | 25 août 2026 | Quotidien |
| XJH · iShares Trust | · | 35 007 SH | 8 septembre 2026 | Quotidien |
| VCEB · VANGUARD WORLD FUND | · | · | 30 juillet 2026 | Quotidien |
| ISCB · iShares Trust | · | 12 003 SH | 11 septembre 2026 | Quotidien |
| ISCV · iShares Trust | · | 60 277 SH | 11 septembre 2026 | Quotidien |
EQH Consensus des analystes Opinions des analystes haussières et baissières, objectif de cours à 12 mois, potentiel de hausse
Objectif de cours à 12 mois
11 analystes · 2026-10-01Objectif moyen $62.09 +12,9%
Comparaison des pairs (sous-secteur GICS) Indicateurs clés par rapport aux pairs du secteur
Base F.A., prix à la clôture de la dernière fin d'exercice de chaque société.
| Ticker | Capitalisation Boursière | P/E | Revenus Année/Année | Marge Nette | ROE | Marge Brute |
|---|---|---|---|---|---|---|
| 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 | · | · | · | · | · | · |
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