Stock analysis, trade plans, and proprietary indicators by Trend Edge.
About Axa Equitable Holdings Inc
Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through six segments: Individual Retirement, Group Retirement, Asset Management, Protection Solutions, Wealth Management, and Legacy. The Individual Retirement variable annuity products, including structured capital strategies, retirement cornerstone, and investment edge primarily to affluent … Read full Trend Edge analysis →
Sector: Financial Services
Industry: Asset Management
Exchange: NYSE
IPO Date: May 10, 2018
Headquarters: 1345 Avenue Of The Americas, New York, NY, United States, 10105
Hidden Gem: Yes — undiscovered relative to its market cap tier
Founder-Led: No
Key Metrics
Current Price
$41.38
Market Cap
$11.94B
Float
261.0M
Shares Outstanding
281.5M
P/E (Forward)
4.59
Price/Sales (TTM)
1.05
vs. Analyst Target
+40.0% to analyst PT
Profit Margin
-7.26%
Operating Margin (TTM)
22.43%
Revenue (TTM)
$11.32B
Earnings Growth (YoY)
1244.30%
Dividend Rate
1.1%
Analyst Target Price
$57.92 (10 analysts)
Financial History
Annual Revenue & Earnings History
Year
Revenue
Net Income
Gross Profit
EBITDA
2020
$12.41B
-$648M
$2.90B
$864M
2021
$7.61B
$1.75B
$7.32B
$3.37B
2022
$12.64B
$2.15B
$7.58B
$3.83B
2023
$10.53B
$1.30B
$6.30B
$2.21B
2024
$12.44B
$1.31B
$6.60B
$3.20B
2025
$11.66B
-$1.38B
$9.23B
-$969M
Recent Quarterly Revenue & Net Income
Quarter
Revenue
Net Income
Jun 2025
$2.36B
-$349M
Sep 2025
$1.45B
-$1.31B
Dec 2025
$3.28B
$215M
Mar 2026
$4.23B
$621M
Ownership & Float
Insider Ownership
0.6%
Institutional Ownership
102.2%
Short Float
0.0%
% of All Funds Holding
6.12%
Number of Funds Holding
503
Current Moving Averages
Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.
Timeframe
SMA
Value
Trend Context
Weekly
10-Week SMA
$40.47
Near-term / short-term trend
Weekly
40-Week SMA
$45.33
Medium-term trend
Weekly
80-Week SMA
$48.28
Cyclical trend (business cycle)
Weekly
200-Week SMA
$38.91
Secular trend (multi-year)
Monthly
10-Month SMA
$45.51
Near-term monthly trend
Monthly
20-Month SMA
$48.36
Medium-term monthly trend
Monthly
40-Month SMA
$40.76
Secular monthly trend
Volume Shelves — Support & Resistance
Trend Edge identifies volume shelves: price zones where historically elevated trading volume
creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative
volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.
Price Level
Type
Volume Ratio
Age
$37.70
support
1.25x
0 months ago
$46.00
resistance
1.16x
2 months ago
$37.00
support
1.05x
23 months ago
Historical Earnings Reactions (34 events)
Timeframe
Avg Return
Median
Win Rate
Best
Worst
Gap
-0.39%
-0.71%
44.12%
9.99%
-7.72%
1 Day
0.23%
0.41%
61.76%
9.81%
-7.46%
1 Week
0.19%
0.38%
52.94%
8.68%
-13.96%
2 Weeks
-0.25%
0.21%
50.00%
12.08%
-39.00%
1 Month
-0.39%
1.45%
57.58%
21.38%
-33.30%
Next earnings: July 23, 2026 (55 days away)
Seasonality & Day-of-Week Patterns
Monthly Seasonality
Month
Avg Return
Win Rate
Samples
Jan
3.8%
50.0%
8
Feb
-0.1%
50.0%
8
Mar
-5.4%
37.5%
8
Apr
5.7%
62.5%
8
May
1.0%
57.1%
7
Jun
-0.5%
50.0%
8
Jul
4.3%
87.5%
8
Aug
0.9%
75.0%
8
Sep
-4.6%
12.5%
8
Oct
4.7%
50.0%
8
Nov
5.4%
62.5%
8
Dec
-1.4%
62.5%
8
Day-of-Week Tendencies
Day
Avg Return
Win Rate
Samples
Monday
-0.01%
53.3%
379
Tuesday
0.11%
51.8%
417
Wednesday
0.19%
51.5%
412
Thursday
-0.10%
51.4%
405
Friday
0.13%
51.6%
407
Top Institutional Holders
Institutional holder breakdown coming soon.
Total institutional ownership: 102.2%
Insider Transactions — Smart Summary
Total insider ownership: 0.6%
12-Month Insider Activity Summary
Total Filings
36
Net Value
-$23.6M
Net Shares Change
-211,196
% of Float
-0.1%
C-Suite Filings
32
Clusters Detected
7
Key Insiders
Name
Title
Net Value
Filings
Activity
Equitable Holdings, Inc.
+$2.9M
1
1 buy
Raju Robin M
Chief Financial Officer
-$1.4M
1
1 sell
Lane Nick
Reporting Person's title is: President of Equitable Financial.
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The analysis covers five layers:
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qualitative analysis (business model, competitive moat, sector dynamics),
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