EQH Equitable Holdings, Inc. Common Stock
NYSE · Financial Services · SEC EDGAR で表示 ↗ 終値 10月 2, 2026 10-K/10-Q 8月 6, 2026EQH 株価スナップショット 価格、時価総額、P/E、EPS、ROE、負債/資本、52週レンジ
EQH 株価チャート 技術指標付きの日次 OHLCV — パン、ズーム、ビューのカスタマイズ
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Equitable Holdings, Inc. Common Stock について Wikipediaからの企業概要
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.
出典: Wikipedia (英語), CC BY-SA 4.0 · Wikipediaで表示 ↗
10年間のパフォーマンス 収益、純利益、利益率、EPSのトレンド
バリュエーション P/E、P/S、P/B、EV/EBITDA比率 — 株は割高か割安か?
| 指標 | 5年トレンド | EQH | 5年平均 | 競合中央値 | 結論 |
|---|---|---|---|---|---|
| P/E (TTM) | -15.9 | · | · | · | |
| P/S (TTM) | 1.4 | · | 1.1 | 適正価格 | |
| 株価純資産倍率 (MRQ) | -18.3 | · | · | · | |
| Price / Tangible Book (株価純資産倍率(P/TB)) | 9.3 | · | · | · |
同業他社の中央値は、指標ごとに標準化された基準で計算されており、この銘柄に表示されているTTM/MRQ基準と常に一致するとは限りません。
収益性 粗利益率、営業利益率、純利益率、ROE、ROA、ROIC
| 指標 | 5年トレンド | EQH | 5年平均 | 競合中央値 | 結論 |
|---|---|---|---|---|---|
| 税引前利益率 (TTM) | -5.7% | · | 11.3% | 弱い | |
| 純利益率 (TTM) | -8.7% | · | 7.9% | 弱い | |
| ROA (TTM) | -0.29% | · | 0.17% | 弱い | |
| ROE (TTM) | -508.8% | · | 1.8% | 弱い |
財務健全性 負債、流動性、支払能力 — バランスシートの健全性
| 指標 | 5年トレンド | EQH | 5年平均 | 競合中央値 | 結論 |
|---|---|---|---|---|---|
| 負債資本倍率 (MRQ) | -4.9 | · | 0.1 | 低負債 | |
| 長期負債/株主資本 (MRQ) | -4.9 | · | · | · |
成長 収益、EPS、純利益の成長率:前年比、3年CAGR、5年CAGR
| 指標 | 5年トレンド | EQH | 5年平均 | 競合中央値 | 結論 |
|---|---|---|---|---|---|
| Revenue YoY (収益(前年比)) | -6.1% | · | · | · | |
| Revenue CAGR 3Y (収益(3年CAGR)) | -2.6% | · | · | · | |
| Revenue CAGR 5Y (収益(5年CAGR)) | -1.2% | · | · | · | |
| EPS YoY | 7.9% | · | · | · | |
| Net Income YoY (純利益(前年比)) | -0.23% | · | · | · | |
| EPS CAGR 3Y (EPS年平均成長率 3年) | -2.5% | · | · | · | |
| Net Income CAGR 3Y (純利益年平均成長率 3年) | -10.0% | · | · | · |
資本効率 総資産回転率、棚卸資産回転率、売掛金回転率
| 指標 | 5年トレンド | EQH | 5年平均 | 競合中央値 | 結論 |
|---|---|---|---|---|---|
| Revenue / Employee (年間売上高 ÷ 従業員数(yfinanceの報告ヘッドカウント)。派生値 — SEC-XBRLの保存概念ではありません。) | ≈$1.5M | · | · | · |
バリュエーション · ≈ 5年平均 · 業界中央値 · 中央値に対する評価
配当金 利回り、配当性向、配当履歴、5年CAGR
| 権利落ち日 | 金額 | 通貨 | 利回り |
|---|---|---|---|
| 8月 3, 2026 | $0.30 | USD | ≈2.4% |
| 6月 1, 2026 | $0.30 | USD | ≈2.7% |
| 3月 4, 2026 | $0.27 | USD | ≈2.7% |
| 11月 24, 2025 | $0.27 | USD | ≈2.3% |
| 8月 5, 2025 | $0.27 | USD | ≈2.0% |
| 6月 2, 2025 | $0.27 | USD | ≈1.9% |
| 3月 5, 2025 | $0.24 | USD | ≈1.8% |
| 11月 26, 2024 | $0.24 | USD | ≈1.9% |
| 8月 6, 2024 | $0.24 | USD | ≈2.4% |
| 6月 3, 2024 | $0.24 | USD | ≈2.2% |
| 2月 23, 2024 | $0.22 | USD | ≈2.5% |
| 11月 24, 2023 | $0.22 | USD | ≈2.9% |
| 8月 4, 2023 | $0.22 | USD | ≈2.9% |
| 6月 2, 2023 | $0.22 | USD | ≈3.2% |
| 2月 24, 2023 | $0.20 | USD | ≈2.6% |
| 11月 25, 2022 | $0.20 | USD | ≈2.5% |
| 8月 5, 2022 | $0.20 | USD | ≈2.7% |
| 5月 26, 2022 | $0.20 | USD | ≈2.4% |
| 2月 25, 2022 | $0.18 | USD | ≈2.2% |
| 11月 26, 2021 | $0.18 | USD | ≈2.2% |
決算履歴 EPS実績 vs 予想、サプライズ%、達成率、次回決算日
| 期間 | レポート | EPS Actual | EPS 予想 | サプライズ |
|---|---|---|---|---|
| 2026年6月30日 | 8月 3, 2026 | $1.70 | $1.68 | 1.4% |
| 2026年3月31日 | $1.62 | $1.63 | -0.36% | |
| 2025年12月31日 | $1.73 | $1.77 | -2.4% | |
| 2025年9月30日 | $1.48 | $1.63 | -9.2% | |
| 2025年6月30日 | $1.10 | $1.30 | -15.3% | |
| 2025年3月31日 | $1.30 | $1.49 | -12.6% |
完全なファンダメンタルズ 年次別全指標 — 損益計算書、貸借対照表、キャッシュフロー
損益計算書
| 指標 | トレンド | 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 |
貸借対照表
| 指標 | トレンド | 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 | · |
キャッシュフロー
| 指標 | トレンド | 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 |
収益性
| 指標 | トレンド | 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% | · | · |
流動性と支払能力
| 指標 | トレンド | 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 | · | · | · | · | · | · |
効率性
| 指標 | トレンド | 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 | · | · |
1株あたり
| 指標 | トレンド | 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 | · | · |
成長率
| 指標 | トレンド | 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% | · | · | · | · | · | · | · | · | · |
バリュエーション(TTM)
| 指標 | トレンド | 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 | · | · |
損益計算書
| 指標 | トレンド | 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 |
貸借対照表
| 指標 | トレンド | 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 |
キャッシュフロー
| 指標 | トレンド | 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 |
収益性
| 指標 | トレンド | 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% |
流動性と支払能力
| 指標 | トレンド | 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 | · | · |
効率性
| 指標 | トレンド | 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 |
1株あたり
| 指標 | トレンド | 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 |
バリュエーション(TTM)
| 指標 | トレンド | 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 |
最新期間は左側 · null値は・として表示
財務諸表 損益計算書、貸借対照表、キャッシュフロー — 年次、過去5年間
| 指標 | 2025-12-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | 2024-03-31 |
|---|---|---|---|---|---|
| 収益 | $11.66B | $12.43B | · | · | · |
| 純利益 | $-1.38B | $1.28B | · | · | · |
| 希薄化後EPS | $-4.83 | $3.69 | · | · | · |
| 指標 | 2025-12-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | 2024-03-31 |
|---|---|---|---|---|---|
| 負債資本倍率 | · | 2.4 | · | · | · |
この財務諸表を作成するには、まだ十分な財務データがありません。
機関投資家(13F) 518 提出者 · $12.3B合計 · 時点 2026年9月30日
四半期SECフォーム13Fでこの株式の保有を報告している機関。ロングポジションのみ。単一の提出者は、別々のオプションレッグで2回表示される場合があります。 大きな反対売買のプット/コール・レッグは、通常、マーケットメイクまたはヘッジされた在庫を反映しており、方向性への確信を示すものではありません。
| 新規ポジション | 解消済みポジション | 増加 | 減少 | 純株式数増減 |
|---|---|---|---|---|
| 64 (-41 前期比) | 120 (+37 前期比) | 143 (-40 前期比) | 209 (+8 前期比) | +6.9M |
Q1 2026と比較しました。 SECフォーム13Fの提出期限は四半期末から45日後ですが、遅延提出者向けの短いバッファーが含まれます。この期間内の四半期は、直近で完全に報告されたペアを優先するためスキップされます。
| 機関投資家 | 評価額 | 株式数 | % 追跡された13Fのうち | タイプ |
|---|---|---|---|---|
| VANGUARD GROUP INC | $1,459,668,407 | 30,633,125 | 11.86% | 株式数 |
| BlackRock, Inc. | $1,136,305,038 | 25,895,739 | 9.23% | 株式数 |
| NORGES BANK | $804,175,026 | 18,326,687 | 6.53% | 株式数 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $589,922,325 | 13,443,991 | 4.79% | 株式数 |
| VANGUARD CAPITAL MANAGEMENT LLC | $557,420,497 | 12,703,293 | 4.53% | 株式数 |
| HARRIS ASSOCIATES L P | $416,378,933 | 9,489,037 | 3.38% | 株式数 |
| STATE STREET CORP | $411,958,428 | 9,388,296 | 3.35% | 株式数 |
| CANADA PENSION PLAN INVESTMENT BOARD | $399,575,800 | 9,106,103 | 3.25% | 株式数 |
| WELLINGTON MANAGEMENT GROUP LLP | $385,485,185 | 8,784,986 | 3.13% | 株式数 |
| Capital International Investors | $369,251,911 | 8,415,039 | 3.00% | 株式数 |
| PZENA INVESTMENT MANAGEMENT LLC | $244,051,960 | 5,561,804 | 1.98% | 株式数 |
| GEODE CAPITAL MANAGEMENT, LLC | $238,783,098 | 5,440,336 | 1.94% | 株式数 |
| VIKING GLOBAL INVESTORS LP | $236,903,556 | 5,398,896 | 1.92% | 株式数 |
| THORNBURG INVESTMENT MANAGEMENT INC | $225,645,748 | 5,142,337 | 1.83% | 株式数 |
| BANK OF MONTREAL /CAN/ | $212,456,501 | 4,841,762 | 1.73% | 株式数 |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $208,145,614 | 4,743,519 | 1.69% | 株式数 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $186,954,283 | 4,234,561 | 1.52% | 株式数 |
| Conifer Management, L.L.C. | $184,296,000 | 4,200,000 | 1.50% | 株式数 |
| DIMENSIONAL FUND ADVISORS LP | $169,624,894 | 3,865,401 | 1.38% | 株式数 |
| Castle Hook Partners LP | $157,947,771 | 3,599,539 | 1.28% | 株式数 |
| MORGAN STANLEY | $146,879,086 | 3,347,289 | 1.19% | 株式数 |
| NORTHERN TRUST CORP | $143,120,457 | 3,261,633 | 1.16% | 株式数 |
| Invesco Ltd. | $134,216,152 | 3,058,709 | 1.09% | 株式数 |
| FMR LLC | $133,462,486 | 3,041,533 | 1.08% | 株式数 |
| MARSHALL WACE, LLP | $121,953,007 | 2,779,239 | 0.99% | 株式数 |
| GOLDMAN SACHS GROUP INC | $116,566,632 | 2,656,487 | 0.95% | 株式数 |
| Nuveen, LLC | $102,701,535 | 2,340,509 | 0.83% | 株式数 |
| TCW GROUP INC | $100,312,197 | 2,286,057 | 0.81% | 株式数 |
| JANE STREET GROUP, LLC | $99,318,430 | 2,263,410 | 0.81% | 株式数 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $94,026,240 | 2,142,804 | 0.76% | 株式数 |
| Bank of New York Mellon Corp | $93,471,972 | 2,130,173 | 0.76% | 株式数 |
| D. E. Shaw & Co., Inc. | $89,255,343 | 2,034,078 | 0.72% | 株式数 |
| PRINCIPAL FINANCIAL GROUP INC | $87,917,960 | 2,003,499 | 0.71% | 株式数 |
| ALGEBRIS (UK) LTD | $85,645,508 | 1,957,978 | 0.70% | 株式数 |
| VANGUARD FIDUCIARY TRUST CO | $79,273,125 | 1,806,589 | 0.64% | 株式数 |
| UBS Group AG | $78,608,123 | 1,791,434 | 0.64% | 株式数 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $76,516,443 | 2,061,882 | 0.62% | 株式数 |
| NORDEA INVESTMENT MANAGEMENT AB | $64,810,983 | 1,480,717 | 0.53% | 株式数 |
| CITADEL ADVISORS LLC | $60,523,421 | 1,379,294 | 0.49% | 株式数 |
| Alyeska Investment Group, L.P. | $59,923,669 | 1,365,626 | 0.49% | 株式数 |
| Qube Research & Technologies Ltd | $57,899,397 | 1,319,494 | 0.47% | 株式数 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $51,473,390 | 1,173,049 | 0.42% | 株式数 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $50,462,000 | 1,150,000 | 0.41% | 株式数 |
| Woodline Partners LP | $47,424,626 | 1,080,780 | 0.39% | 株式数 |
| CI INVESTMENTS INC. | $41,675,469 | 949,760 | 0.34% | 株式数 |
| BANK OF AMERICA CORP /DE/ | $41,369,285 | 942,782 | 0.34% | 株式数 |
| LAZARD ASSET MANAGEMENT LLC | $38,797,687 | 884,177 | 0.32% | 株式数 |
| RENAISSANCE TECHNOLOGIES LLC | $35,977,212 | 819,900 | 0.29% | 株式数 |
| BRUNI J V & CO /CO | $33,652,845 | 766,929 | 0.27% | 株式数 |
| RHUMBLINE ADVISERS | $33,448,952 | 762,284 | 0.27% | 株式数 |
アクティビストおよび5%超のオーナー 2保有
SECスケジュール13Dを提出した投資家 — 発行体の影響を与える意図(アクティビストの保有、取締役会キャンペーン、M&A)を持つ5%超の受益権所有。各行は、その提出者のポジションの最新の既知の状態を示します。
| 提出者 | 提出済み | 保有 | ステータス | 目的 | 提出書類 |
|---|---|---|---|---|---|
| Equitable Holdings, Inc., Alpha Units Holdings, Inc., Alpha Units Holdings II, Inc. ×7 提出書類 | 2025年7月14日 | 68.17% | 修正 | · | 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 提出書類 | 2019年3月25日 | · | 初回提出 | 資本構成 | 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.
企業インサイダー 25 人のインサイダー · 13人の役員 · 12人の取締役
| インサイダー | 役職 | 最終アクティビティ | 保有株式数 | 12ヶ月購入 | 12ヶ月売却 | 12ヶ月純額 |
|---|---|---|---|---|---|---|
| Mark Pearson | President and CEO | 2026年8月10日 A | 754,761 | 0 | 15 | $-17,825,417 |
| Robin M Raju | Chief Financial Officer | 2026年8月10日 A | 186,501 | 0 | 0 | $0 |
| Anders Malmstrom | Senior EVP & CFO | 2021年3月22日 F | 118,789 | 0 | 0 | $0 |
| Nick Lane | Reporting person's title is President of Equitable Financial. | 2026年9月4日 S | 110,007 | 0 | 14 | $-6,002,232 |
| Jeffrey J Hurd | Chief Operating Officer | 2026年8月17日 M | 65,019 | 0 | 25 | $-5,141,043 |
| Kurt Meyers | Chief Legal Officer, Secretary | 2026年8月10日 A | 35,286 | 0 | 0 | $0 |
| Seth P Bernstein | Reporting person's title is Head of Asset Management | 2026年8月10日 A | 55,970 | 0 | 0 | $0 |
| William James Eckert IV | Chief Accounting Officer | 2026年8月10日 A | 8,467 | 0 | 4 | $-822,788 |
| Jose Ramon Gonzalez | Chief Legal Officer | 2025年8月12日 A | 88,556 | 0 | 0 | $0 |
| Dave S. Hattem | SEVP & Chief Legal Officer | 2021年3月15日 S | 63,255 | 0 | 0 | $0 |
| Kermitt Brooks | Senior EVP | 2020年3月16日 A | 15,392 | 0 | 0 | $0 |
| Andrea Nitzan | SVP, CAO and Controller | 2018年6月11日 A | 8,260 | 0 | 0 | $0 |
| Brian Winikoff | Senior Executive Vice President and Head of U.S. Life, Retirement and Wealth Management | 2018年6月11日 A | 29,302 | 0 | 0 | $0 |
| Bertram L Scott | 取締役 | 2026年9月21日 S | 23,685 | 0 | 3 | $-327,547 |
| Craig C Mackay | 取締役 | 2026年9月17日 S | 16,999 | 0 | 2 | $-221,552 |
| Arlene Isaacs-Lowe | 取締役 | 2026年9月4日 S | 19,763 | 0 | 1 | $-52,820 |
| Charles G.T. Stonehill | 取締役 | 2026年8月6日 S | 34,357 | 0 | 1 | $-386,550 |
| Francis Hondal | 取締役 | 2026年5月20日 A | 30,331 | 12 | 0 | $45,898 |
| George Stansfield | 取締役 | 2026年5月20日 A | 43,227 | 0 | 0 | $0 |
| Douglas A. Dachille | 取締役 | 2026年5月20日 A | 7,793 | 0 | 0 | $0 |
| Daniel G Kaye | 取締役 | 2026年5月20日 A | 60,086 | 0 | 0 | $0 |
| Joan M Lammtennant | 取締役 | 2026年5月20日 A | 54,788 | 0 | 0 | $0 |
| Kristi Ann Matus | 取締役 | 2023年3月24日 S | 0 | 0 | 0 | $0 |
| Ramon De Oliveira | 取締役 | 2021年5月20日 A | 56,695 | 0 | 0 | $0 |
| AXA | 10%オーナー | 2019年12月10日 S | 44,162,500 | 0 | 0 | $0 |
SECフォーム3/4/5提出書類からのインサイダー;純額=公開市場のP/Sのみ
ETF保有状況 82のETFが保有
ウェイトは直接株式保有(N-PORT)のみを反映しています。レバレッジ型またはデリバティブベースのファンドは、表示されていない追加のスワップエクスポージャーを保有している可能性があります。
| ファンド | ウェイト | 単位 | 時点 | ソース |
|---|---|---|---|---|
| MNA · New York Life Investments ETF Trust | 2.77% | 146,010 NS | 2026年7月31日 | N-PORT |
| JMID · Janus Detroit Street Trust | 1.88% | 9,311 NS | 2026年7月31日 | N-PORT |
| PGF · Invesco Exchange-Traded Fund Trust | 1.57% | 559,882 | 2026年10月2日 | 日次 |
| IIGD · Invesco Exchange-Traded Self-Indexe… | 1.23% | 330,000 | 2026年10月2日 | 日次 |
| PGX · Invesco Exchange-Traded Fund Trust … | 0.78% | 1,646,029 | 2026年10月2日 | 日次 |
| GSY · Invesco Actively Managed Exchange-T… | 0.75% | 29,557,000 | 2026年10月2日 | 日次 |
| IQSM · New York Life Investments ETF Trust | 0.53% | 36,960 NS | 2026年7月31日 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0.48% | 118,286 SH | 2026年10月2日 | 日次 |
| PTMC · Pacer Funds Trust | 0.38% | 30,928 NS | 2026年7月31日 | N-PORT |
| PFF · iShares Trust | 0.37% | 2,691,178 SH | 2026年9月11日 | 日次 |
| IVOV · VANGUARD ADMIRAL FUNDS | 0.37% | 125,734 SH | 2026年8月19日 | 日次 |
| IVOO · VANGUARD ADMIRAL FUNDS | 0.34% | 454,860 SH | 2026年8月19日 | 日次 |
| ESML · iShares Trust | 0.34% | 178,533 SH | 2026年9月11日 | 日次 |
| BKMC · BNY Mellon ETF Trust | 0.33% | 44,237 NS | 2026年7月31日 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0.31% | 133,334 SH | 2026年8月19日 | 日次 |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.29% | 122,762 NS | 2026年7月31日 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0.29% | 4,135 NS | 2026年7月31日 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.26% | 4,099,670 SH | 2026年8月19日 | 日次 |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0.24% | 305,000 | 2026年10月2日 | 日次 |
| IWP · iShares Trust | 0.23% | 846,070 SH | 2026年9月11日 | 日次 |
| IYF · iShares Trust | 0.21% | 178,521 SH | 2026年9月11日 | 日次 |
| IYG · iShares Trust | 0.19% | 80,205 SH | 2026年9月11日 | 日次 |
| SMMD · iShares Trust | 0.18% | 128,797 SH | 2026年9月11日 | 日次 |
| VRP · Invesco Exchange-Traded Fund Trust … | 0.17% | 5,153,000 | 2026年10月2日 | 日次 |
| VB · VANGUARD INDEX FUNDS | 0.15% | 6,458,916 SH | 2026年8月19日 | 日次 |
| FNCL · FIDELITY COVINGTON TRUST | 0.15% | 74,045 NS | 2026年7月31日 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.14% | 3,230,157 SH | 2026年8月19日 | 日次 |
| VFH · VANGUARD WORLD FUND | 0.14% | 458,669 SH | 2026年8月19日 | 日次 |
| WSML · iShares Trust | 0.14% | 17,101 SH | 2026年9月11日 | 日次 |
| TILT · FlexShares Trust | 0.13% | 58,144 NS | 2026年7月31日 | N-PORT |
| IWR · iShares Trust | 0.10% | 1,056,019 SH | 2026年9月11日 | 日次 |
| DGRO · iShares Trust | 0.07% | 598,720 SH | 2026年9月11日 | 日次 |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.07% | 10,020 SH | 2026年10月2日 | 日次 |
| IWS · iShares Trust | 0.06% | 179,360 SH | 2026年9月11日 | 日次 |
| DFSU · Dimensional ETF Trust | 0.06% | 29,190 NS | 2026年7月31日 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.05% | 518,302 NS | 2026年7月31日 | N-PORT |
| VYM · VANGUARD WHITEHALL FUNDS | 0.05% | 1,117,014 SH | 2026年8月19日 | 日次 |
| DSI · iShares Trust | 0.04% | 41,719 SH | 2026年9月11日 | 日次 |
| DUHP · Dimensional ETF Trust | 0.04% | 100,553 NS | 2026年7月31日 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.04% | 27,250 NS | 2026年7月31日 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0.04% | 66,379 SH | 2026年10月2日 | 日次 |
| IWF · iShares Trust | 0.02% | 580,473 SH | 2026年9月11日 | 日次 |
| IWB · iShares Trust | 0.02% | 196,711 SH | 2026年9月11日 | 日次 |
| DFAU · Dimensional ETF Trust | 0.02% | 55,271 NS | 2026年7月31日 | N-PORT |
| IYY · iShares Trust | 0.02% | 12,090 SH | 2026年9月11日 | 日次 |
| IWV · iShares Trust | 0.02% | 77,707 SH | 2026年9月11日 | 日次 |
| VTI · VANGUARD INDEX FUNDS | 0.02% | 8,938,320 SH | 2026年8月19日 | 日次 |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.02% | 45,921 SH | 2026年8月19日 | 日次 |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.02% | 78,310 SH | 2026年8月19日 | 日次 |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0.02% | 238,708 SH | 2026年8月19日 | 日次 |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.02% | 23,595 SH | 2026年8月19日 | 日次 |
| DXUV · Dimensional ETF Trust | 0.02% | 2,308 NS | 2026年7月31日 | N-PORT |
| ESGV · VANGUARD WORLD FUND | 0.02% | 63,227 SH | 2026年8月19日 | 日次 |
| DFUS · Dimensional ETF Trust | 0.02% | 87,074 NS | 2026年7月31日 | N-PORT |
| ITOT · iShares Trust | 0.02% | 325,592 SH | 2026年9月11日 | 日次 |
| IWD · iShares Trust | 0.02% | 278,651 SH | 2026年9月11日 | 日次 |
| IUSV · iShares Trust | 0.02% | 81,516 SH | 2026年9月11日 | 日次 |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 247,565 SH | 2026年8月19日 | 日次 |
| IUSG · iShares Trust | 0.01% | 62,070 SH | 2026年9月11日 | 日次 |
| FHEQ · Fidelity Greenwood Street Trust | 0.01% | 1,904 NS | 2026年7月31日 | N-PORT |
| FYEE · Fidelity Greenwood Street Trust | 0.01% | 436 NS | 2026年7月31日 | N-PORT |
| FBUF · Fidelity Greenwood Street Trust | 0.01% | 47 NS | 2026年7月31日 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.01% | 25,171 NS | 2026年7月31日 | N-PORT |
| GTOS · Invesco Actively Managed Exchange-T… | 0.00% | 3,000 | 2026年9月30日 | 日次 |
| BIV · VANGUARD BOND INDEX FUNDS | · | · | 2026年7月15日 | 日次 |
| BLV · VANGUARD BOND INDEX FUNDS | · | · | 2026年7月15日 | 日次 |
| BSV · VANGUARD BOND INDEX FUNDS | · | · | 2026年7月15日 | 日次 |
| BND · VANGUARD BOND INDEX FUNDS | · | · | 2026年7月15日 | 日次 |
| VUSB · VANGUARD BOND INDEX FUNDS | · | · | 2026年7月15日 | 日次 |
| VSDB · VANGUARD MALVERN FUNDS | · | · | 2026年7月15日 | 日次 |
| VCSH · VANGUARD SCOTTSDALE FUNDS | · | · | 2026年7月15日 | 日次 |
| VCIT · VANGUARD SCOTTSDALE FUNDS | · | · | 2026年7月15日 | 日次 |
| VCLT · VANGUARD SCOTTSDALE FUNDS | · | · | 2026年7月15日 | 日次 |
| VTC · VANGUARD SCOTTSDALE FUNDS | · | · | 2026年7月30日 | 日次 |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | 2026年7月30日 | 日次 |
| IJH · iShares Trust | · | 9,431,702 SH | 2026年9月11日 | 日次 |
| IJK · iShares Trust | · | 780,475 SH | 2026年9月10日 | 日次 |
| IJJ · iShares Trust | · | 724,048 SH | 2026年8月25日 | 日次 |
| XJH · iShares Trust | · | 35,007 SH | 2026年9月8日 | 日次 |
| VCEB · VANGUARD WORLD FUND | · | · | 2026年7月30日 | 日次 |
| ISCB · iShares Trust | · | 12,003 SH | 2026年9月11日 | 日次 |
| ISCV · iShares Trust | · | 60,277 SH | 2026年9月11日 | 日次 |
EQH アナリストコンセンサス 強気・弱気のアナリストの見解、12ヶ月の目標株価、アップサイド
12ヶ月目標株価
11 アナリスト · 2026-10-01平均値ターゲット $62.09 +18.0%
同業他社比較(GICSサブインダストリー) 主要メトリクスとセクターピアの比較
FY基準、価格は各社の直近年度末終値。
最新ニュース この会社に言及した最近の見出し
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