EQH Equitable Holdings, Inc. Common Stock
NYSE · Financial Services · SEC EDGAR에서 보기 ↗ 종가 10월 2, 2026 10-K/10-Q 8월 6, 2026EQH 주식 스냅샷 가격, 시가총액, P/E, EPS, ROE, 부채/자본, 52주 범위
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Equitable Holdings, Inc. Common Stock 정보 위키백과 회사 개요
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.
출처: 위키백과 (영어), CC BY-SA 4.0 · 위키백과에서 보기 ↗
10년 성과 매출, 순이익, 마진 및 EPS 추세
가치 평가 P/E, P/S, P/B, EV/EBITDA 비율 — 주식이 비싼가요, 싼가요?
| 지표 | 5년 추세 | EQH | 5년 평균 | 동종업계 중앙값 | 결론 |
|---|---|---|---|---|---|
| P/E (TTM) | -15.9 | · | · | · | |
| P/S (TTM) | 1.4 | · | 1.1 | 적정 가치 | |
| P/B (MRQ) | -18.3 | · | · | · | |
| Price / Tangible Book (주가 / 유형 장부 가치) | 9.3 | · | · | · |
동종 기업 중앙값은 지표별로 표준화된 기준으로 계산되며, 이 주식에 표시된 TTM/MRQ 기준과 항상 일치하지 않을 수 있습니다.
수익성 총, 영업 및 순이익률; ROE, ROA, ROIC
| 지표 | 5년 추세 | EQH | 5년 평균 | 동종업계 중앙값 | 결론 |
|---|---|---|---|---|---|
| 세전 마진 (TTM) | -5.7% | · | 11.3% | 약함 | |
| 순이익률 (TTM) | -8.7% | · | 7.9% | 약함 | |
| ROA (TTM) | -0.29% | · | 0.17% | 약함 | |
| ROE (TTM) | -508.8% | · | 1.8% | 약함 |
재무 건전성 부채, 유동성, 지급능력 — 대차대조표 건전성
| 지표 | 5년 추세 | EQH | 5년 평균 | 동종업계 중앙값 | 결론 |
|---|---|---|---|---|---|
| 부채 / 자기자본 비율 (MRQ) | -4.9 | · | 0.1 | 낮은 부채 | |
| 장기 부채 / 자기 자본 (MRQ) | -4.9 | · | · | · |
성장 매출, EPS 및 순이익 성장률: YoY, 3년 CAGR, 5년 CAGR
| 지표 | 5년 추세 | EQH | 5년 평균 | 동종업계 중앙값 | 결론 |
|---|---|---|---|---|---|
| Revenue YoY (매출 YoY) | -6.1% | · | · | · | |
| Revenue CAGR 3Y (매출 CAGR 3년) | -2.6% | · | · | · | |
| Revenue CAGR 5Y (매출 CAGR 5년) | -1.2% | · | · | · | |
| EPS YoY | 7.9% | · | · | · | |
| Net Income YoY (순이익 YoY) | -0.23% | · | · | · | |
| EPS CAGR 3Y (EPS CAGR 3년) | -2.5% | · | · | · | |
| Net Income CAGR 3Y (순이익 CAGR 3년) | -10.0% | · | · | · |
자본 효율성 자산 회전율, 재고 회전율, 매출채권 회전율
| 지표 | 5년 추세 | EQH | 5년 평균 | 동종업계 중앙값 | 결론 |
|---|---|---|---|---|---|
| Revenue / Employee (연간 매출액 ÷ 직원 수(yfinance 보고 인원수). 파생 — 저장된 SEC-XBRL 개념이 아님.) | ≈$1.5M | · | · | · |
가치 · ≈ 5년 평균 · 산업 중앙값 · 중앙값 대비 평가
배당금 배당 수익률, 지급 비율, 배당 이력, 5년 CAGR
| 배당락일 | 금액 | 통화 | 수익률 |
|---|---|---|---|
| 8월 3, 2026 | $0.30 | USD | ≈2.4% |
| 6월 1, 2026 | $0.30 | USD | ≈2.7% |
| 3월 4, 2026 | $0.27 | USD | ≈2.7% |
| 11월 24, 2025 | $0.27 | USD | ≈2.3% |
| 8월 5, 2025 | $0.27 | USD | ≈2.0% |
| 6월 2, 2025 | $0.27 | USD | ≈1.9% |
| 3월 5, 2025 | $0.24 | USD | ≈1.8% |
| 11월 26, 2024 | $0.24 | USD | ≈1.9% |
| 8월 6, 2024 | $0.24 | USD | ≈2.4% |
| 6월 3, 2024 | $0.24 | USD | ≈2.2% |
| 2월 23, 2024 | $0.22 | USD | ≈2.5% |
| 11월 24, 2023 | $0.22 | USD | ≈2.9% |
| 8월 4, 2023 | $0.22 | USD | ≈2.9% |
| 6월 2, 2023 | $0.22 | USD | ≈3.2% |
| 2월 24, 2023 | $0.20 | USD | ≈2.6% |
| 11월 25, 2022 | $0.20 | USD | ≈2.5% |
| 8월 5, 2022 | $0.20 | USD | ≈2.7% |
| 5월 26, 2022 | $0.20 | USD | ≈2.4% |
| 2월 25, 2022 | $0.18 | USD | ≈2.2% |
| 11월 26, 2021 | $0.18 | USD | ≈2.2% |
실적 기록 EPS 실제 vs 예상, 서프라이즈 %, 달성률, 다음 실적 발표일
| 기간 | 보고서 | EPS Actual | EPS 예상 | 서프라이즈 |
|---|---|---|---|---|
| 2026년 6월 30일 | 8월 3, 2026 | $1.70 | $1.68 | 1.4% |
| 2026년 3월 31일 | $1.62 | $1.63 | -0.36% | |
| 2025년 12월 31일 | $1.73 | $1.77 | -2.4% | |
| 2025년 9월 30일 | $1.48 | $1.63 | -9.2% | |
| 2025년 6월 30일 | $1.10 | $1.30 | -15.3% | |
| 2025년 3월 31일 | $1.30 | $1.49 | -12.6% |
전체 기본 지표 연도별 모든 지표 — 손익계산서, 대차대조표, 현금흐름
손익계산서
| 지표 | 추세 | 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 |
대차대조표
| 지표 | 추세 | 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 | · |
현금 흐름
| 지표 | 추세 | 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 |
수익성
| 지표 | 추세 | 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% | · | · |
유동성 및 지급능력
| 지표 | 추세 | 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 | · | · | · | · | · | · |
효율성
| 지표 | 추세 | 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 | · | · |
주당
| 지표 | 추세 | 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 | · | · |
성장률
| 지표 | 추세 | 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% | · | · | · | · | · | · | · | · | · |
가치 평가 (TTM)
| 지표 | 추세 | 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 | · | · |
손익계산서
| 지표 | 추세 | 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 |
대차대조표
| 지표 | 추세 | 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 |
현금 흐름
| 지표 | 추세 | 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 |
수익성
| 지표 | 추세 | 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% |
유동성 및 지급능력
| 지표 | 추세 | 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 | · | · |
효율성
| 지표 | 추세 | 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 |
주당
| 지표 | 추세 | 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 |
가치 평가 (TTM)
| 지표 | 추세 | 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 |
최신 기간은 왼쪽에 · null 값은 ·로 표시
재무제표 손익계산서, 대차대조표, 현금흐름 — 연간, 지난 5년
| 지표 | 2025-12-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | 2024-03-31 |
|---|---|---|---|---|---|
| 매출 | $11.66B | $12.43B | · | · | · |
| 순이익 | $-1.38B | $1.28B | · | · | · |
| 희석 EPS | $-4.83 | $3.69 | · | · | · |
| 지표 | 2025-12-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | 2024-03-31 |
|---|---|---|---|---|---|
| 부채 / 자기자본 비율 | · | 2.4 | · | · | · |
이 재무제표를 작성하기에 기본 정보 데이터가 충분하지 않습니다.
기관 투자자 (13F) 518개의 제출자 · $12.3B 전체 · 기준일 2026년 9월 30일
분기별 SEC 양식 13F에서 이 주식을 보유하고 있다고 보고하는 기관. 롱 포지션만 해당하며, 단일 제출자는 별도의 옵션 레그에 대해 두 번 나타날 수 있습니다. 대규모 상쇄 풋/콜 포지션은 일반적으로 방향성에 대한 확신보다는 시장 조성 또는 헤지된 재고를 반영합니다.
| 신규 포지션 | 청산 포지션 | 증가함 | 감소 | 순주식 변동 |
|---|---|---|---|---|
| 64 (-41 이전 분기 대비) | 120 (+37 이전 분기 대비) | 143 (-40 이전 분기 대비) | 209 (+8 이전 분기 대비) | +6.9M |
Q1 2026 대비 비교. SEC 양식 13F 제출은 분기 말로부터 45일 이내에 마감되며, 지연 제출자를 위한 짧은 유예 기간이 추가됩니다. 해당 기간 내에 있는 분기는 가장 최근에 완전히 보고된 쌍을 선호하여 건너뜁니다.
| 기관 | 가치 | 주식 | % 추적된 13F 중 | 유형 |
|---|---|---|---|---|
| VANGUARD GROUP INC | $1,459,668,407 | 30,633,125 | 11.86% | 주식 |
| BlackRock, Inc. | $1,136,305,038 | 25,895,739 | 9.23% | 주식 |
| NORGES BANK | $804,175,026 | 18,326,687 | 6.53% | 주식 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $589,922,325 | 13,443,991 | 4.79% | 주식 |
| VANGUARD CAPITAL MANAGEMENT LLC | $557,420,497 | 12,703,293 | 4.53% | 주식 |
| HARRIS ASSOCIATES L P | $416,378,933 | 9,489,037 | 3.38% | 주식 |
| STATE STREET CORP | $411,958,428 | 9,388,296 | 3.35% | 주식 |
| CANADA PENSION PLAN INVESTMENT BOARD | $399,575,800 | 9,106,103 | 3.25% | 주식 |
| WELLINGTON MANAGEMENT GROUP LLP | $385,485,185 | 8,784,986 | 3.13% | 주식 |
| Capital International Investors | $369,251,911 | 8,415,039 | 3.00% | 주식 |
| PZENA INVESTMENT MANAGEMENT LLC | $244,051,960 | 5,561,804 | 1.98% | 주식 |
| GEODE CAPITAL MANAGEMENT, LLC | $238,783,098 | 5,440,336 | 1.94% | 주식 |
| VIKING GLOBAL INVESTORS LP | $236,903,556 | 5,398,896 | 1.92% | 주식 |
| THORNBURG INVESTMENT MANAGEMENT INC | $225,645,748 | 5,142,337 | 1.83% | 주식 |
| BANK OF MONTREAL /CAN/ | $212,456,501 | 4,841,762 | 1.73% | 주식 |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $208,145,614 | 4,743,519 | 1.69% | 주식 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $186,954,283 | 4,234,561 | 1.52% | 주식 |
| Conifer Management, L.L.C. | $184,296,000 | 4,200,000 | 1.50% | 주식 |
| DIMENSIONAL FUND ADVISORS LP | $169,624,894 | 3,865,401 | 1.38% | 주식 |
| Castle Hook Partners LP | $157,947,771 | 3,599,539 | 1.28% | 주식 |
| MORGAN STANLEY | $146,879,086 | 3,347,289 | 1.19% | 주식 |
| NORTHERN TRUST CORP | $143,120,457 | 3,261,633 | 1.16% | 주식 |
| Invesco Ltd. | $134,216,152 | 3,058,709 | 1.09% | 주식 |
| FMR LLC | $133,462,486 | 3,041,533 | 1.08% | 주식 |
| MARSHALL WACE, LLP | $121,953,007 | 2,779,239 | 0.99% | 주식 |
| GOLDMAN SACHS GROUP INC | $116,566,632 | 2,656,487 | 0.95% | 주식 |
| Nuveen, LLC | $102,701,535 | 2,340,509 | 0.83% | 주식 |
| TCW GROUP INC | $100,312,197 | 2,286,057 | 0.81% | 주식 |
| JANE STREET GROUP, LLC | $99,318,430 | 2,263,410 | 0.81% | 주식 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $94,026,240 | 2,142,804 | 0.76% | 주식 |
| Bank of New York Mellon Corp | $93,471,972 | 2,130,173 | 0.76% | 주식 |
| D. E. Shaw & Co., Inc. | $89,255,343 | 2,034,078 | 0.72% | 주식 |
| PRINCIPAL FINANCIAL GROUP INC | $87,917,960 | 2,003,499 | 0.71% | 주식 |
| ALGEBRIS (UK) LTD | $85,645,508 | 1,957,978 | 0.70% | 주식 |
| VANGUARD FIDUCIARY TRUST CO | $79,273,125 | 1,806,589 | 0.64% | 주식 |
| UBS Group AG | $78,608,123 | 1,791,434 | 0.64% | 주식 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $76,516,443 | 2,061,882 | 0.62% | 주식 |
| NORDEA INVESTMENT MANAGEMENT AB | $64,810,983 | 1,480,717 | 0.53% | 주식 |
| CITADEL ADVISORS LLC | $60,523,421 | 1,379,294 | 0.49% | 주식 |
| Alyeska Investment Group, L.P. | $59,923,669 | 1,365,626 | 0.49% | 주식 |
| Qube Research & Technologies Ltd | $57,899,397 | 1,319,494 | 0.47% | 주식 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $51,473,390 | 1,173,049 | 0.42% | 주식 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $50,462,000 | 1,150,000 | 0.41% | 주식 |
| Woodline Partners LP | $47,424,626 | 1,080,780 | 0.39% | 주식 |
| CI INVESTMENTS INC. | $41,675,469 | 949,760 | 0.34% | 주식 |
| BANK OF AMERICA CORP /DE/ | $41,369,285 | 942,782 | 0.34% | 주식 |
| LAZARD ASSET MANAGEMENT LLC | $38,797,687 | 884,177 | 0.32% | 주식 |
| RENAISSANCE TECHNOLOGIES LLC | $35,977,212 | 819,900 | 0.29% | 주식 |
| BRUNI J V & CO /CO | $33,652,845 | 766,929 | 0.27% | 주식 |
| RHUMBLINE ADVISERS | $33,448,952 | 762,284 | 0.27% | 주식 |
행동주의자 및 5% 이상 소유자 2 보유
SEC 서류 13D를 제출한 투자자 — 발행인에 영향을 미치려는 의도로 5% 이상의 실질 소유권(행동주의 지분, 이사회 캠페인, M&A). 각 행은 해당 제출자의 포지션에 대한 가장 최근에 알려진 상태를 보여줍니다.
| 제출자 | 제출됨 | 지분 | 상태 | 목적 | 제출 |
|---|---|---|---|---|---|
| Equitable Holdings, Inc., Alpha Units Holdings, Inc., Alpha Units Holdings II, Inc. ×7 제출 서류 | 2025년 7월 14일 | 68.17% | 수정본 | · | 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 제출 서류 | 2019년 3월 25일 | · | 최초 제출 | 자본 구조 | 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.
회사 내부자 25 명의 내부자 · 13 임원 · 12 이사
| 내부자 | 역할 | 마지막 활동 | 보유 주식 수 | 매수 12개월 | 매도 12개월 | 순매수/매도 12개월 |
|---|---|---|---|---|---|---|
| Mark Pearson | President and CEO | 2026년 8월 10일 A | 754,761 | 0 | 15 | $-17,825,417 |
| Robin M Raju | Chief Financial Officer | 2026년 8월 10일 A | 186,501 | 0 | 0 | $0 |
| Anders Malmstrom | Senior EVP & CFO | 2021년 3월 22일 F | 118,789 | 0 | 0 | $0 |
| Nick Lane | Reporting person's title is President of Equitable Financial. | 2026년 9월 4일 S | 110,007 | 0 | 14 | $-6,002,232 |
| Jeffrey J Hurd | Chief Operating Officer | 2026년 8월 17일 M | 65,019 | 0 | 25 | $-5,141,043 |
| Kurt Meyers | Chief Legal Officer, Secretary | 2026년 8월 10일 A | 35,286 | 0 | 0 | $0 |
| Seth P Bernstein | Reporting person's title is Head of Asset Management | 2026년 8월 10일 A | 55,970 | 0 | 0 | $0 |
| William James Eckert IV | Chief Accounting Officer | 2026년 8월 10일 A | 8,467 | 0 | 4 | $-822,788 |
| Jose Ramon Gonzalez | Chief Legal Officer | 2025년 8월 12일 A | 88,556 | 0 | 0 | $0 |
| Dave S. Hattem | SEVP & Chief Legal Officer | 2021년 3월 15일 S | 63,255 | 0 | 0 | $0 |
| Kermitt Brooks | Senior EVP | 2020년 3월 16일 A | 15,392 | 0 | 0 | $0 |
| Andrea Nitzan | SVP, CAO and Controller | 2018년 6월 11일 A | 8,260 | 0 | 0 | $0 |
| Brian Winikoff | Senior Executive Vice President and Head of U.S. Life, Retirement and Wealth Management | 2018년 6월 11일 A | 29,302 | 0 | 0 | $0 |
| Bertram L Scott | 이사 | 2026년 9월 21일 S | 23,685 | 0 | 3 | $-327,547 |
| Craig C Mackay | 이사 | 2026년 9월 17일 S | 16,999 | 0 | 2 | $-221,552 |
| Arlene Isaacs-Lowe | 이사 | 2026년 9월 4일 S | 19,763 | 0 | 1 | $-52,820 |
| Charles G.T. Stonehill | 이사 | 2026년 8월 6일 S | 34,357 | 0 | 1 | $-386,550 |
| Francis Hondal | 이사 | 2026년 5월 20일 A | 30,331 | 12 | 0 | $45,898 |
| George Stansfield | 이사 | 2026년 5월 20일 A | 43,227 | 0 | 0 | $0 |
| Douglas A. Dachille | 이사 | 2026년 5월 20일 A | 7,793 | 0 | 0 | $0 |
| Daniel G Kaye | 이사 | 2026년 5월 20일 A | 60,086 | 0 | 0 | $0 |
| Joan M Lammtennant | 이사 | 2026년 5월 20일 A | 54,788 | 0 | 0 | $0 |
| Kristi Ann Matus | 이사 | 2023년 3월 24일 S | 0 | 0 | 0 | $0 |
| Ramon De Oliveira | 이사 | 2021년 5월 20일 A | 56,695 | 0 | 0 | $0 |
| AXA | 10% 소유주 | 2019년 12월 10일 S | 44,162,500 | 0 | 0 | $0 |
SEC 양식 3/4/5 제출 서류 기준 내부자; 순매수/매도는 공개 시장 거래만 해당
ETF 보유 현황 82 ETF 보유
가중치는 직접적인 주식 보유(N-PORT)만 반영합니다. 레버리지 또는 파생 상품 기반 펀드는 표시되지 않은 추가 스왑 노출을 보유할 수 있습니다.
| 펀드 | 비중 | 단위 | 기준일 | 출처 |
|---|---|---|---|---|
| MNA · New York Life Investments ETF Trust | 2.77% | 146,010 NS | 2026년 7월 31일 | N-PORT |
| JMID · Janus Detroit Street Trust | 1.88% | 9,311 NS | 2026년 7월 31일 | N-PORT |
| PGF · Invesco Exchange-Traded Fund Trust | 1.57% | 559,882 | 2026년 10월 2일 | 일간 |
| IIGD · Invesco Exchange-Traded Self-Indexe… | 1.23% | 330,000 | 2026년 10월 2일 | 일간 |
| PGX · Invesco Exchange-Traded Fund Trust … | 0.78% | 1,646,029 | 2026년 10월 2일 | 일간 |
| GSY · Invesco Actively Managed Exchange-T… | 0.75% | 29,557,000 | 2026년 10월 2일 | 일간 |
| IQSM · New York Life Investments ETF Trust | 0.53% | 36,960 NS | 2026년 7월 31일 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0.48% | 118,286 SH | 2026년 10월 2일 | 일간 |
| PTMC · Pacer Funds Trust | 0.38% | 30,928 NS | 2026년 7월 31일 | N-PORT |
| PFF · iShares Trust | 0.37% | 2,691,178 SH | 2026년 9월 11일 | 일간 |
| IVOV · VANGUARD ADMIRAL FUNDS | 0.37% | 125,734 SH | 2026년 8월 19일 | 일간 |
| IVOO · VANGUARD ADMIRAL FUNDS | 0.34% | 454,860 SH | 2026년 8월 19일 | 일간 |
| ESML · iShares Trust | 0.34% | 178,533 SH | 2026년 9월 11일 | 일간 |
| BKMC · BNY Mellon ETF Trust | 0.33% | 44,237 NS | 2026년 7월 31일 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0.31% | 133,334 SH | 2026년 8월 19일 | 일간 |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.29% | 122,762 NS | 2026년 7월 31일 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0.29% | 4,135 NS | 2026년 7월 31일 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.26% | 4,099,670 SH | 2026년 8월 19일 | 일간 |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0.24% | 305,000 | 2026년 10월 2일 | 일간 |
| IWP · iShares Trust | 0.23% | 846,070 SH | 2026년 9월 11일 | 일간 |
| IYF · iShares Trust | 0.21% | 178,521 SH | 2026년 9월 11일 | 일간 |
| IYG · iShares Trust | 0.19% | 80,205 SH | 2026년 9월 11일 | 일간 |
| SMMD · iShares Trust | 0.18% | 128,797 SH | 2026년 9월 11일 | 일간 |
| VRP · Invesco Exchange-Traded Fund Trust … | 0.17% | 5,153,000 | 2026년 10월 2일 | 일간 |
| VB · VANGUARD INDEX FUNDS | 0.15% | 6,458,916 SH | 2026년 8월 19일 | 일간 |
| FNCL · FIDELITY COVINGTON TRUST | 0.15% | 74,045 NS | 2026년 7월 31일 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.14% | 3,230,157 SH | 2026년 8월 19일 | 일간 |
| VFH · VANGUARD WORLD FUND | 0.14% | 458,669 SH | 2026년 8월 19일 | 일간 |
| WSML · iShares Trust | 0.14% | 17,101 SH | 2026년 9월 11일 | 일간 |
| TILT · FlexShares Trust | 0.13% | 58,144 NS | 2026년 7월 31일 | N-PORT |
| IWR · iShares Trust | 0.10% | 1,056,019 SH | 2026년 9월 11일 | 일간 |
| DGRO · iShares Trust | 0.07% | 598,720 SH | 2026년 9월 11일 | 일간 |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.07% | 10,020 SH | 2026년 10월 2일 | 일간 |
| IWS · iShares Trust | 0.06% | 179,360 SH | 2026년 9월 11일 | 일간 |
| DFSU · Dimensional ETF Trust | 0.06% | 29,190 NS | 2026년 7월 31일 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.05% | 518,302 NS | 2026년 7월 31일 | N-PORT |
| VYM · VANGUARD WHITEHALL FUNDS | 0.05% | 1,117,014 SH | 2026년 8월 19일 | 일간 |
| DSI · iShares Trust | 0.04% | 41,719 SH | 2026년 9월 11일 | 일간 |
| DUHP · Dimensional ETF Trust | 0.04% | 100,553 NS | 2026년 7월 31일 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.04% | 27,250 NS | 2026년 7월 31일 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0.04% | 66,379 SH | 2026년 10월 2일 | 일간 |
| IWF · iShares Trust | 0.02% | 580,473 SH | 2026년 9월 11일 | 일간 |
| IWB · iShares Trust | 0.02% | 196,711 SH | 2026년 9월 11일 | 일간 |
| DFAU · Dimensional ETF Trust | 0.02% | 55,271 NS | 2026년 7월 31일 | N-PORT |
| IYY · iShares Trust | 0.02% | 12,090 SH | 2026년 9월 11일 | 일간 |
| IWV · iShares Trust | 0.02% | 77,707 SH | 2026년 9월 11일 | 일간 |
| VTI · VANGUARD INDEX FUNDS | 0.02% | 8,938,320 SH | 2026년 8월 19일 | 일간 |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.02% | 45,921 SH | 2026년 8월 19일 | 일간 |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.02% | 78,310 SH | 2026년 8월 19일 | 일간 |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0.02% | 238,708 SH | 2026년 8월 19일 | 일간 |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.02% | 23,595 SH | 2026년 8월 19일 | 일간 |
| DXUV · Dimensional ETF Trust | 0.02% | 2,308 NS | 2026년 7월 31일 | N-PORT |
| ESGV · VANGUARD WORLD FUND | 0.02% | 63,227 SH | 2026년 8월 19일 | 일간 |
| DFUS · Dimensional ETF Trust | 0.02% | 87,074 NS | 2026년 7월 31일 | N-PORT |
| ITOT · iShares Trust | 0.02% | 325,592 SH | 2026년 9월 11일 | 일간 |
| IWD · iShares Trust | 0.02% | 278,651 SH | 2026년 9월 11일 | 일간 |
| IUSV · iShares Trust | 0.02% | 81,516 SH | 2026년 9월 11일 | 일간 |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 247,565 SH | 2026년 8월 19일 | 일간 |
| IUSG · iShares Trust | 0.01% | 62,070 SH | 2026년 9월 11일 | 일간 |
| FHEQ · Fidelity Greenwood Street Trust | 0.01% | 1,904 NS | 2026년 7월 31일 | N-PORT |
| FYEE · Fidelity Greenwood Street Trust | 0.01% | 436 NS | 2026년 7월 31일 | N-PORT |
| FBUF · Fidelity Greenwood Street Trust | 0.01% | 47 NS | 2026년 7월 31일 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.01% | 25,171 NS | 2026년 7월 31일 | N-PORT |
| GTOS · Invesco Actively Managed Exchange-T… | 0.00% | 3,000 | 2026년 9월 30일 | 일간 |
| BIV · VANGUARD BOND INDEX FUNDS | · | · | 2026년 7월 15일 | 일간 |
| BLV · VANGUARD BOND INDEX FUNDS | · | · | 2026년 7월 15일 | 일간 |
| BSV · VANGUARD BOND INDEX FUNDS | · | · | 2026년 7월 15일 | 일간 |
| BND · VANGUARD BOND INDEX FUNDS | · | · | 2026년 7월 15일 | 일간 |
| VUSB · VANGUARD BOND INDEX FUNDS | · | · | 2026년 7월 15일 | 일간 |
| VSDB · VANGUARD MALVERN FUNDS | · | · | 2026년 7월 15일 | 일간 |
| VCSH · VANGUARD SCOTTSDALE FUNDS | · | · | 2026년 7월 15일 | 일간 |
| VCIT · VANGUARD SCOTTSDALE FUNDS | · | · | 2026년 7월 15일 | 일간 |
| VCLT · VANGUARD SCOTTSDALE FUNDS | · | · | 2026년 7월 15일 | 일간 |
| VTC · VANGUARD SCOTTSDALE FUNDS | · | · | 2026년 7월 30일 | 일간 |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | 2026년 7월 30일 | 일간 |
| IJH · iShares Trust | · | 9,431,702 SH | 2026년 9월 11일 | 일간 |
| IJK · iShares Trust | · | 780,475 SH | 2026년 9월 10일 | 일간 |
| IJJ · iShares Trust | · | 724,048 SH | 2026년 8월 25일 | 일간 |
| XJH · iShares Trust | · | 35,007 SH | 2026년 9월 8일 | 일간 |
| VCEB · VANGUARD WORLD FUND | · | · | 2026년 7월 30일 | 일간 |
| ISCB · iShares Trust | · | 12,003 SH | 2026년 9월 11일 | 일간 |
| ISCV · iShares Trust | · | 60,277 SH | 2026년 9월 11일 | 일간 |
EQH 분석가 합의 강세 및 약세 애널리스트 의견, 12개월 목표 주가, 상승 여력
12개월 목표 주가
11 명의 애널리스트 · 2026-10-01평균 목표 $62.09 +18.0%
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