EQH Equitable Holdings, Inc. Common Stock
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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.
Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗
Desempenho de 10 Anos Tendências de receita, lucro líquido, margens e EPS
Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?
| Métrica | Tendência de 5 anos | EQH | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| P/E (TTM) | -15.9 | · | · | · | |
| P/S (TTM) | 1.4 | · | 1.1 | Valor justo | |
| P/B (MRQ) | -18.3 | · | · | · | |
| Price / Tangible Book (Preço / Valor Patrimonial Tangível) | 9.3 | · | · | · |
A mediana dos pares é calculada em uma base padronizada por métrica e pode não corresponder sempre à base TTM/MRQ mostrada para esta ação.
Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC
| Métrica | Tendência de 5 anos | EQH | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Margem de Impostos Pré-Tributação (TTM) | -5.7% | · | 11.3% | Fraco | |
| Margem de Lucro Líquido (TTM) | -8.7% | · | 7.9% | Fraco | |
| ROA (TTM) | -0.29% | · | 0.17% | Fraco | |
| ROE (TTM) | -508.8% | · | 1.8% | Fraco |
Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial
| Métrica | Tendência de 5 anos | EQH | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Dívida / Patrimônio Líquido (MRQ) | -4.9 | · | 0.1 | Baixa dívida | |
| Dívida de Longo Prazo / Patrimônio Líquido (MRQ) | -4.9 | · | · | · |
Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos
| Métrica | Tendência de 5 anos | EQH | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Revenue YoY (Receita Ano a Ano) | -6.1% | · | · | · | |
| Revenue CAGR 3Y (CAGR Receita 3A) | -2.6% | · | · | · | |
| Revenue CAGR 5Y (CAGR Receita 5A) | -1.2% | · | · | · | |
| EPS YoY | 7.9% | · | · | · | |
| Net Income YoY (Lucro Líquido Ano a Ano) | -0.23% | · | · | · | |
| EPS CAGR 3Y (CAGR de LPA 3A) | -2.5% | · | · | · | |
| Net Income CAGR 3Y (CAGR de Lucro Líquido 3A) | -10.0% | · | · | · |
Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber
| Métrica | Tendência de 5 anos | EQH | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Revenue / Employee (Receita anual ÷ funcionários (número de funcionários reportado, yfinance). Derivado — não é um conceito SEC-XBRL armazenado.) | ≈$1.5M | · | · | · |
valor · ≈ média 5A · mediana do setor · veredicto relativo à mediana
Dividendos Rendimento, índice de pagamento, histórico de dividendos, CAGR de 5 anos
| Data ex | Valor | Moeda | Rendimento |
|---|---|---|---|
| Ago 3, 2026 | $0,30 | USD | ≈2.4% |
| Jun 1, 2026 | $0,30 | USD | ≈2.7% |
| Mar 4, 2026 | $0,27 | USD | ≈2.7% |
| Nov 24, 2025 | $0,27 | USD | ≈2.3% |
| Ago 5, 2025 | $0,27 | USD | ≈2.0% |
| Jun 2, 2025 | $0,27 | USD | ≈1.9% |
| Mar 5, 2025 | $0,24 | USD | ≈1.8% |
| Nov 26, 2024 | $0,24 | USD | ≈1.9% |
| Ago 6, 2024 | $0,24 | USD | ≈2.4% |
| Jun 3, 2024 | $0,24 | USD | ≈2.2% |
| Fev 23, 2024 | $0,22 | USD | ≈2.5% |
| Nov 24, 2023 | $0,22 | USD | ≈2.9% |
| Ago 4, 2023 | $0,22 | USD | ≈2.9% |
| Jun 2, 2023 | $0,22 | USD | ≈3.2% |
| Fev 24, 2023 | $0,20 | USD | ≈2.6% |
| Nov 25, 2022 | $0,20 | USD | ≈2.5% |
| Ago 5, 2022 | $0,20 | USD | ≈2.7% |
| Mai 26, 2022 | $0,20 | USD | ≈2.4% |
| Fev 25, 2022 | $0,18 | USD | ≈2.2% |
| Nov 26, 2021 | $0,18 | USD | ≈2.2% |
Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados
| Período | Relatório | EPS Actual | EPS est. | Surpresa |
|---|---|---|---|---|
| 30 de Junho de 2026 | Ago 3, 2026 | $1.70 | $1.68 | 1.4% |
| 31 de Março de 2026 | $1.62 | $1.63 | -0.36% | |
| 31 de Dezembro de 2025 | $1.73 | $1.77 | -2.4% | |
| 30 de Setembro de 2025 | $1.48 | $1.63 | -9.2% | |
| 30 de Junho de 2025 | $1.10 | $1.30 | -15.3% | |
| 31 de Março de 2025 | $1.30 | $1.49 | -12.6% |
Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa
Demonstração de Resultados
| Métrica | Tendência | 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 |
Balanço Patrimonial
| Métrica | Tendência | 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 | · |
Fluxo de Caixa
| Métrica | Tendência | 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 |
Lucratividade
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | · | 10.5% | 12.4% | 12.7% | -4.0% | -5.2% | -18.1% | 15.1% | · | · | |
| Pretax Margin | · | 17.0% | 7.0% | 18.0% | -1.5% | -8.8% | -21.2% | 20.4% | · | · | |
| ROA | · | 0.44% | 0.49% | 0.65% | -0.15% | -0.24% | -0.74% | 0.81% | · | · | |
| ROE | · | 54.6% | 64.3% | 27.1% | -3.2% | -3.9% | -12.7% | 13.4% | · | · |
Liquidez e Solvência
| Métrica | Tendência | 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 | · | · | · | · | · | · |
Eficiência
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.1 | · | · |
Por Ação
| Métrica | Tendência | 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 | · | · |
Taxas de Crescimento
| Métrica | Tendência | 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% | · | · | · | · | · | · | · | · | · |
Avaliação (TTM)
| Métrica | Tendência | 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 | · | · |
Demonstração de Resultados
| Métrica | Tendência | 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 |
Balanço Patrimonial
| Métrica | Tendência | 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 |
Fluxo de Caixa
| Métrica | Tendência | 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 |
Lucratividade
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | -27.3% | 14.7% | · | -90.3% | -14.8% | 1.4% | · | -4.4% | 12.2% | 5.1% | · | 29.4% | 31.9% | 7.5% | 9.1% | 33.4% | |
| Pretax Margin | -29.7% | 21.0% | · | -93.0% | -15.4% | 3.8% | · | -0.46% | 19.4% | 11.1% | · | 40.7% | 22.7% | -19.5% | 13.9% | 43.3% | |
| ROA | -0.14% | 0.21% | · | -0.43% | -0.12% | 0.02% | · | -0.05% | 0.15% | 0.04% | · | 0.42% | 0.29% | 0.07% | 0.10% | 0.64% | |
| ROE | -248.9% | 46.5% | · | -77.7% | -25.0% | 2.8% | · | -5.5% | 16.5% | 3.9% | · | 42.6% | 16.6% | 3.0% | 3.6% | 20.0% |
Liquidez e Solvência
| Métrica | Tendência | 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 | · | · |
Eficiência
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Por Ação
| Métrica | Tendência | 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 |
Avaliação (TTM)
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $10.62B | $11.32B | · | $12.00B | $13.63B | $14.77B | · | $10.92B | $11.48B | $10.33B | · | $10.17B | $9.53B | $11.86B | $10.72B | $11.35B | |
| Net Income TTM | $-926M | $-822M | · | $-703M | $474M | $1.25B | · | $-314M | $866M | $1.20B | · | $2.05B | $1.59B | $1.80B | $4.54B | $4.62B | |
| Market Cap | $11.98B | $10.45B | · | $14.69B | $16.93B | $15.96B | · | $13.26B | $13.14B | $12.45B | · | $9.71B | $9.51B | $9.12B | $9.75B | $9.83B | |
| Enterprise Value | $-1.36B | $4.38B | · | $4.92B | $6.30B | $12.12B | · | $7.51B | $7.29B | $5.92B | · | $7.44B | $5.64B | $8.67B | · | · | |
| P/E | -13.2 | -13.0 | · | -17.9 | 47.5 | 14.4 | · | -39.7 | 17.2 | 11.9 | · | 5.1 | 6.5 | 5.5 | 2.4 | 2.4 | |
| P/S | 1.1 | 0.9 | · | 1.2 | 1.2 | 1.1 | · | 1.2 | 1.1 | 1.2 | · | 1.0 | 1.0 | 0.8 | 0.9 | 0.9 | |
| P/B | -15.3 | 38.3 | · | 99.2 | 14.7 | 6.6 | · | 4.1 | 8.0 | 6.1 | · | 5.9 | 2.7 | 2.4 | 2.9 | 1.8 | |
| P / Tangible Book | · | 38.3 | · | 99.2 | 14.7 | 6.6 | · | 4.1 | 8.0 | 6.1 | · | 5.9 | 2.7 | 2.4 | 2.9 | 1.8 | |
| P / Cash Flow | · | 20.9 | · | · | · | 101.0 | · | · | · | 401.7 | · | · | · | -15.5 | · | · | |
| EV / Revenue | -0.1 | 0.4 | · | 0.4 | 0.5 | 0.8 | · | 0.7 | 0.6 | 0.6 | · | 0.7 | 0.6 | 0.7 | · | · | |
| Dividend Yield | 2.6% | 3.0% | · | 2.1% | 1.8% | 1.9% | · | 2.3% | 2.3% | 2.4% | · | 3.1% | 3.1% | 3.2% | 3.0% | 3.0% | |
| Earnings Yield | -7.6% | -7.7% | · | -5.6% | 2.1% | 7.0% | · | -2.5% | 5.8% | 8.4% | · | 19.8% | 15.4% | 18.1% | 41.6% | 42.2% | |
| Payout Ratio | · | 12.2% | · | · | · | 117.5% | · | · | · | 64.0% | · | · | · | 40.7% | · | · | |
| Annual Payout | $317M | $316M | · | $312M | $307M | $303M | · | $301M | $302M | $302M | · | $301M | $299M | $296M | $292M | $291M |
Período mais recente à esquerda · valores nulos mostrados como ·
Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos
| Métrica | 2025-12-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | 2024-03-31 |
|---|---|---|---|---|---|
| Receita | $11.66B | $12.43B | · | · | · |
| Lucro líquido | $-1.38B | $1.28B | · | · | · |
| EPS Diluído | $-4.83 | $3.69 | · | · | · |
| Métrica | 2025-12-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | 2024-03-31 |
|---|---|---|---|---|---|
| Dívida / Patrimônio Líquido | · | 2.4 | · | · | · |
Ainda não há dados fundamentais suficientes para construir esta demonstração.
Investidores institucionais (13F) 518 declarantes · $12.3B total · Em 30 de Setembro de 2026
Instituições que relatam a posse desta ação em seu Formulário 13F trimestral da SEC. Apenas posições compradas; um único declarante pode aparecer duas vezes para opções separadas. Grandes posições de compra/venda compensatórias geralmente refletem market-making ou inventário protegido, não convicção direcional.
| Novas posições | Posições encerradas | Aumentou | Diminuído | Variação líquida de ações |
|---|---|---|---|---|
| 64 (-41 vs trimestre anterior) | 120 (+37 vs trimestre anterior) | 143 (-40 vs trimestre anterior) | 209 (+8 vs trimestre anterior) | +6.9M |
Comparado a Q1 2026. Os registros do Formulário 13F da SEC devem ser feitos em até 45 dias após o final do trimestre, mais um pequeno período de tolerância para registrantes atrasados — trimestres ainda dentro desse período são ignorados em favor do par mais recente totalmente reportado.
| Instituição | Valor | Ações | % de 13F rastreado | Tipo |
|---|---|---|---|---|
| VANGUARD GROUP INC | $1.459.668.407 | 30.633.125 | 11,86% | Ações |
| BlackRock, Inc. | $1.136.305.038 | 25.895.739 | 9,23% | Ações |
| NORGES BANK | $804.175.026 | 18.326.687 | 6,53% | Ações |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $589.922.325 | 13.443.991 | 4,79% | Ações |
| VANGUARD CAPITAL MANAGEMENT LLC | $557.420.497 | 12.703.293 | 4,53% | Ações |
| HARRIS ASSOCIATES L P | $416.378.933 | 9.489.037 | 3,38% | Ações |
| STATE STREET CORP | $411.958.428 | 9.388.296 | 3,35% | Ações |
| CANADA PENSION PLAN INVESTMENT BOARD | $399.575.800 | 9.106.103 | 3,25% | Ações |
| WELLINGTON MANAGEMENT GROUP LLP | $385.485.185 | 8.784.986 | 3,13% | Ações |
| Capital International Investors | $369.251.911 | 8.415.039 | 3,00% | Ações |
| PZENA INVESTMENT MANAGEMENT LLC | $244.051.960 | 5.561.804 | 1,98% | Ações |
| GEODE CAPITAL MANAGEMENT, LLC | $238.783.098 | 5.440.336 | 1,94% | Ações |
| VIKING GLOBAL INVESTORS LP | $236.903.556 | 5.398.896 | 1,92% | Ações |
| THORNBURG INVESTMENT MANAGEMENT INC | $225.645.748 | 5.142.337 | 1,83% | Ações |
| BANK OF MONTREAL /CAN/ | $212.456.501 | 4.841.762 | 1,73% | Ações |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $208.145.614 | 4.743.519 | 1,69% | Ações |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $186.954.283 | 4.234.561 | 1,52% | Ações |
| Conifer Management, L.L.C. | $184.296.000 | 4.200.000 | 1,50% | Ações |
| DIMENSIONAL FUND ADVISORS LP | $169.624.894 | 3.865.401 | 1,38% | Ações |
| Castle Hook Partners LP | $157.947.771 | 3.599.539 | 1,28% | Ações |
| MORGAN STANLEY | $146.879.086 | 3.347.289 | 1,19% | Ações |
| NORTHERN TRUST CORP | $143.120.457 | 3.261.633 | 1,16% | Ações |
| Invesco Ltd. | $134.216.152 | 3.058.709 | 1,09% | Ações |
| FMR LLC | $133.462.486 | 3.041.533 | 1,08% | Ações |
| MARSHALL WACE, LLP | $121.953.007 | 2.779.239 | 0,99% | Ações |
| GOLDMAN SACHS GROUP INC | $116.566.632 | 2.656.487 | 0,95% | Ações |
| Nuveen, LLC | $102.701.535 | 2.340.509 | 0,83% | Ações |
| TCW GROUP INC | $100.312.197 | 2.286.057 | 0,81% | Ações |
| JANE STREET GROUP, LLC | $99.318.430 | 2.263.410 | 0,81% | Ações |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $94.026.240 | 2.142.804 | 0,76% | Ações |
| Bank of New York Mellon Corp | $93.471.972 | 2.130.173 | 0,76% | Ações |
| D. E. Shaw & Co., Inc. | $89.255.343 | 2.034.078 | 0,72% | Ações |
| PRINCIPAL FINANCIAL GROUP INC | $87.917.960 | 2.003.499 | 0,71% | Ações |
| ALGEBRIS (UK) LTD | $85.645.508 | 1.957.978 | 0,70% | Ações |
| VANGUARD FIDUCIARY TRUST CO | $79.273.125 | 1.806.589 | 0,64% | Ações |
| UBS Group AG | $78.608.123 | 1.791.434 | 0,64% | Ações |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $76.516.443 | 2.061.882 | 0,62% | Ações |
| NORDEA INVESTMENT MANAGEMENT AB | $64.810.983 | 1.480.717 | 0,53% | Ações |
| CITADEL ADVISORS LLC | $60.523.421 | 1.379.294 | 0,49% | Ações |
| Alyeska Investment Group, L.P. | $59.923.669 | 1.365.626 | 0,49% | Ações |
| Qube Research & Technologies Ltd | $57.899.397 | 1.319.494 | 0,47% | Ações |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $51.473.390 | 1.173.049 | 0,42% | Ações |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $50.462.000 | 1.150.000 | 0,41% | Ações |
| Woodline Partners LP | $47.424.626 | 1.080.780 | 0,39% | Ações |
| CI INVESTMENTS INC. | $41.675.469 | 949.760 | 0,34% | Ações |
| BANK OF AMERICA CORP /DE/ | $41.369.285 | 942.782 | 0,34% | Ações |
| LAZARD ASSET MANAGEMENT LLC | $38.797.687 | 884.177 | 0,32% | Ações |
| RENAISSANCE TECHNOLOGIES LLC | $35.977.212 | 819.900 | 0,29% | Ações |
| BRUNI J V & CO /CO | $33.652.845 | 766.929 | 0,27% | Ações |
| RHUMBLINE ADVISERS | $33.448.952 | 762.284 | 0,27% | Ações |
Ativistas e proprietários de 5%+ 2 participações
Investidores que apresentaram o Schedule 13D da SEC — propriedade benéfica acima de 5% com a intenção de influenciar o emissor (participações ativistas, campanhas no conselho, M&A). Cada linha mostra o estado mais recente conhecido da posição desse declarante.
| Declarante | Declarado | Participação | Status | Propósito | Declaração |
|---|---|---|---|---|---|
| Equitable Holdings, Inc., Alpha Units Holdings, Inc., Alpha Units Holdings II, Inc. ×7 declarações | 14 de Julho de 2025 | 68,17% | Emenda | · | 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 declarações | 25 de Março de 2019 | · | Declaração inicial | Estrutura de capital | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Executivos da empresa 25 insiders · 13 diretores · 12 conselheiros
| Investidor com informação privilegiada | Função | Última atividade | Ações detidas | Compras 12m | Vendas 12m | Líquido 12m |
|---|---|---|---|---|---|---|
| Mark Pearson | President and CEO | 10 de Agosto de 2026 A | 754.761 | 0 | 15 | $-17.825.417 |
| Robin M Raju | Chief Financial Officer | 10 de Agosto de 2026 A | 186.501 | 0 | 0 | $0 |
| Anders Malmstrom | Senior EVP & CFO | 22 de Março de 2021 F | 118.789 | 0 | 0 | $0 |
| Nick Lane | Reporting person's title is President of Equitable Financial. | 4 de Setembro de 2026 S | 110.007 | 0 | 14 | $-6.002.232 |
| Jeffrey J Hurd | Chief Operating Officer | 17 de Agosto de 2026 M | 65.019 | 0 | 25 | $-5.141.043 |
| Kurt Meyers | Chief Legal Officer, Secretary | 10 de Agosto de 2026 A | 35.286 | 0 | 0 | $0 |
| Seth P Bernstein | Reporting person's title is Head of Asset Management | 10 de Agosto de 2026 A | 55.970 | 0 | 0 | $0 |
| William James Eckert IV | Chief Accounting Officer | 10 de Agosto de 2026 A | 8.467 | 0 | 4 | $-822.788 |
| Jose Ramon Gonzalez | Chief Legal Officer | 12 de Agosto de 2025 A | 88.556 | 0 | 0 | $0 |
| Dave S. Hattem | SEVP & Chief Legal Officer | 15 de Março de 2021 S | 63.255 | 0 | 0 | $0 |
| Kermitt Brooks | Senior EVP | 16 de Março de 2020 A | 15.392 | 0 | 0 | $0 |
| Andrea Nitzan | SVP, CAO and Controller | 11 de Junho de 2018 A | 8.260 | 0 | 0 | $0 |
| Brian Winikoff | Senior Executive Vice President and Head of U.S. Life, Retirement and Wealth Management | 11 de Junho de 2018 A | 29.302 | 0 | 0 | $0 |
| Bertram L Scott | Conselheiro | 21 de Setembro de 2026 S | 23.685 | 0 | 3 | $-327.547 |
| Craig C Mackay | Conselheiro | 17 de Setembro de 2026 S | 16.999 | 0 | 2 | $-221.552 |
| Arlene Isaacs-Lowe | Conselheiro | 4 de Setembro de 2026 S | 19.763 | 0 | 1 | $-52.820 |
| Charles G.T. Stonehill | Conselheiro | 6 de Agosto de 2026 S | 34.357 | 0 | 1 | $-386.550 |
| Francis Hondal | Conselheiro | 20 de Maio de 2026 A | 30.331 | 12 | 0 | $45.898 |
| George Stansfield | Conselheiro | 20 de Maio de 2026 A | 43.227 | 0 | 0 | $0 |
| Douglas A. Dachille | Conselheiro | 20 de Maio de 2026 A | 7.793 | 0 | 0 | $0 |
| Daniel G Kaye | Conselheiro | 20 de Maio de 2026 A | 60.086 | 0 | 0 | $0 |
| Joan M Lammtennant | Conselheiro | 20 de Maio de 2026 A | 54.788 | 0 | 0 | $0 |
| Kristi Ann Matus | Conselheiro | 24 de Março de 2023 S | 0 | 0 | 0 | $0 |
| Ramon De Oliveira | Conselheiro | 20 de Maio de 2021 A | 56.695 | 0 | 0 | $0 |
| AXA | Detentor de 10% | 10 de Dezembro de 2019 S | 44.162.500 | 0 | 0 | $0 |
Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto
Participação em ETFs Detido por 82 ETFs
O peso reflete apenas participações diretas em ações (N-PORT); fundos alavancados ou baseados em derivativos podem deter exposição adicional a swaps não mostrada.
| Fundo | Peso | Unidades | Em | Fonte |
|---|---|---|---|---|
| MNA · New York Life Investments ETF Trust | 2,77% | 146.010 NS | 31 de Julho de 2026 | N-PORT |
| JMID · Janus Detroit Street Trust | 1,88% | 9.311 NS | 31 de Julho de 2026 | N-PORT |
| PGF · Invesco Exchange-Traded Fund Trust | 1,57% | 559.882 | 2 de Outubro de 2026 | Diário |
| IIGD · Invesco Exchange-Traded Self-Indexe… | 1,23% | 330.000 | 2 de Outubro de 2026 | Diário |
| PGX · Invesco Exchange-Traded Fund Trust … | 0,78% | 1.646.029 | 2 de Outubro de 2026 | Diário |
| GSY · Invesco Actively Managed Exchange-T… | 0,75% | 29.557.000 | 2 de Outubro de 2026 | Diário |
| IQSM · New York Life Investments ETF Trust | 0,53% | 36.960 NS | 31 de Julho de 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,48% | 118.286 SH | 2 de Outubro de 2026 | Diário |
| PTMC · Pacer Funds Trust | 0,38% | 30.928 NS | 31 de Julho de 2026 | N-PORT |
| PFF · iShares Trust | 0,37% | 2.691.178 SH | 11 de Setembro de 2026 | Diário |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,37% | 125.734 SH | 19 de Agosto de 2026 | Diário |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,34% | 454.860 SH | 19 de Agosto de 2026 | Diário |
| ESML · iShares Trust | 0,34% | 178.533 SH | 11 de Setembro de 2026 | Diário |
| BKMC · BNY Mellon ETF Trust | 0,33% | 44.237 NS | 31 de Julho de 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,31% | 133.334 SH | 19 de Agosto de 2026 | Diário |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,29% | 122.762 NS | 31 de Julho de 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,29% | 4.135 NS | 31 de Julho de 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,26% | 4.099.670 SH | 19 de Agosto de 2026 | Diário |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0,24% | 305.000 | 2 de Outubro de 2026 | Diário |
| IWP · iShares Trust | 0,23% | 846.070 SH | 11 de Setembro de 2026 | Diário |
| IYF · iShares Trust | 0,21% | 178.521 SH | 11 de Setembro de 2026 | Diário |
| IYG · iShares Trust | 0,19% | 80.205 SH | 11 de Setembro de 2026 | Diário |
| SMMD · iShares Trust | 0,18% | 128.797 SH | 11 de Setembro de 2026 | Diário |
| VRP · Invesco Exchange-Traded Fund Trust … | 0,17% | 5.153.000 | 2 de Outubro de 2026 | Diário |
| VB · VANGUARD INDEX FUNDS | 0,15% | 6.458.916 SH | 19 de Agosto de 2026 | Diário |
| FNCL · FIDELITY COVINGTON TRUST | 0,15% | 74.045 NS | 31 de Julho de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,14% | 3.230.157 SH | 19 de Agosto de 2026 | Diário |
| VFH · VANGUARD WORLD FUND | 0,14% | 458.669 SH | 19 de Agosto de 2026 | Diário |
| WSML · iShares Trust | 0,14% | 17.101 SH | 11 de Setembro de 2026 | Diário |
| TILT · FlexShares Trust | 0,13% | 58.144 NS | 31 de Julho de 2026 | N-PORT |
| IWR · iShares Trust | 0,10% | 1.056.019 SH | 11 de Setembro de 2026 | Diário |
| DGRO · iShares Trust | 0,07% | 598.720 SH | 11 de Setembro de 2026 | Diário |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,07% | 10.020 SH | 2 de Outubro de 2026 | Diário |
| IWS · iShares Trust | 0,06% | 179.360 SH | 11 de Setembro de 2026 | Diário |
| DFSU · Dimensional ETF Trust | 0,06% | 29.190 NS | 31 de Julho de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,05% | 518.302 NS | 31 de Julho de 2026 | N-PORT |
| VYM · VANGUARD WHITEHALL FUNDS | 0,05% | 1.117.014 SH | 19 de Agosto de 2026 | Diário |
| DSI · iShares Trust | 0,04% | 41.719 SH | 11 de Setembro de 2026 | Diário |
| DUHP · Dimensional ETF Trust | 0,04% | 100.553 NS | 31 de Julho de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,04% | 27.250 NS | 31 de Julho de 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0,04% | 66.379 SH | 2 de Outubro de 2026 | Diário |
| IWF · iShares Trust | 0,02% | 580.473 SH | 11 de Setembro de 2026 | Diário |
| IWB · iShares Trust | 0,02% | 196.711 SH | 11 de Setembro de 2026 | Diário |
| DFAU · Dimensional ETF Trust | 0,02% | 55.271 NS | 31 de Julho de 2026 | N-PORT |
| IYY · iShares Trust | 0,02% | 12.090 SH | 11 de Setembro de 2026 | Diário |
| IWV · iShares Trust | 0,02% | 77.707 SH | 11 de Setembro de 2026 | Diário |
| VTI · VANGUARD INDEX FUNDS | 0,02% | 8.938.320 SH | 19 de Agosto de 2026 | Diário |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,02% | 45.921 SH | 19 de Agosto de 2026 | Diário |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,02% | 78.310 SH | 19 de Agosto de 2026 | Diário |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0,02% | 238.708 SH | 19 de Agosto de 2026 | Diário |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,02% | 23.595 SH | 19 de Agosto de 2026 | Diário |
| DXUV · Dimensional ETF Trust | 0,02% | 2.308 NS | 31 de Julho de 2026 | N-PORT |
| ESGV · VANGUARD WORLD FUND | 0,02% | 63.227 SH | 19 de Agosto de 2026 | Diário |
| DFUS · Dimensional ETF Trust | 0,02% | 87.074 NS | 31 de Julho de 2026 | N-PORT |
| ITOT · iShares Trust | 0,02% | 325.592 SH | 11 de Setembro de 2026 | Diário |
| IWD · iShares Trust | 0,02% | 278.651 SH | 11 de Setembro de 2026 | Diário |
| IUSV · iShares Trust | 0,02% | 81.516 SH | 11 de Setembro de 2026 | Diário |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 247.565 SH | 19 de Agosto de 2026 | Diário |
| IUSG · iShares Trust | 0,01% | 62.070 SH | 11 de Setembro de 2026 | Diário |
| FHEQ · Fidelity Greenwood Street Trust | 0,01% | 1.904 NS | 31 de Julho de 2026 | N-PORT |
| FYEE · Fidelity Greenwood Street Trust | 0,01% | 436 NS | 31 de Julho de 2026 | N-PORT |
| FBUF · Fidelity Greenwood Street Trust | 0,01% | 47 NS | 31 de Julho de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,01% | 25.171 NS | 31 de Julho de 2026 | N-PORT |
| GTOS · Invesco Actively Managed Exchange-T… | 0,00% | 3.000 | 30 de Setembro de 2026 | Diário |
| BIV · VANGUARD BOND INDEX FUNDS | · | · | 15 de Julho de 2026 | Diário |
| BLV · VANGUARD BOND INDEX FUNDS | · | · | 15 de Julho de 2026 | Diário |
| BSV · VANGUARD BOND INDEX FUNDS | · | · | 15 de Julho de 2026 | Diário |
| BND · VANGUARD BOND INDEX FUNDS | · | · | 15 de Julho de 2026 | Diário |
| VUSB · VANGUARD BOND INDEX FUNDS | · | · | 15 de Julho de 2026 | Diário |
| VSDB · VANGUARD MALVERN FUNDS | · | · | 15 de Julho de 2026 | Diário |
| VCSH · VANGUARD SCOTTSDALE FUNDS | · | · | 15 de Julho de 2026 | Diário |
| VCIT · VANGUARD SCOTTSDALE FUNDS | · | · | 15 de Julho de 2026 | Diário |
| VCLT · VANGUARD SCOTTSDALE FUNDS | · | · | 15 de Julho de 2026 | Diário |
| VTC · VANGUARD SCOTTSDALE FUNDS | · | · | 30 de Julho de 2026 | Diário |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | 30 de Julho de 2026 | Diário |
| IJH · iShares Trust | · | 9.431.702 SH | 11 de Setembro de 2026 | Diário |
| IJK · iShares Trust | · | 780.475 SH | 10 de Setembro de 2026 | Diário |
| IJJ · iShares Trust | · | 724.048 SH | 25 de Agosto de 2026 | Diário |
| XJH · iShares Trust | · | 35.007 SH | 8 de Setembro de 2026 | Diário |
| VCEB · VANGUARD WORLD FUND | · | · | 30 de Julho de 2026 | Diário |
| ISCB · iShares Trust | · | 12.003 SH | 11 de Setembro de 2026 | Diário |
| ISCV · iShares Trust | · | 60.277 SH | 11 de Setembro de 2026 | Diário |
EQH Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta
Preço-alvo de 12 meses
11 analistas · 2026-10-01Alvo médio $62.09 +18,0%
Comparação de pares (subindústria GICS) Métricas chave vs pares do setor
Base do ano fiscal, preços no fechamento do último ano fiscal de cada empresa.
| Ticker | Capitalização de Mercado | P/E | Receita YoY | Margem Líquida | ROE | Margem Bruta |
|---|---|---|---|---|---|---|
| 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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