HIG's acquisition of Equitable's Employee Benefits business adds $500M in premiums, expands its product portfolio and boosts digital capabilities.
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Equitable Holdings (EQH) have what it takes?
EQH is expanding fee-based businesses, with Wealth Management and Asset Management boosting recurring revenues and diversifying earnings.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 8,059 | $275,380.01 | $426,159.92 | $150,779.91 | 54.75% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 181,975 | $6.8M | $9.68M | $2.88M | 42.31% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 668 | $27,567.2 | $35,323.84 | $7,756.64 | 28.14% |
| NA Nizar Araji National Bank Of Canada /FI/ | 501 | $18,592.11 | $26,798.49 | $8,206.38 | 44.14% |
Richard S. Pzena Pzena Investment Management | 5.56M | $174.25M | $301.17M | $126.92M | 72.83% |
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Thomas Gallagher Evercore ISI Group | 431.31 | $20,616.84 | $22,980.44 | $2,363.6 | 11.46% |
| Financial Services Industry | Financials Sector | Mark Pearson CEO | NYSE Exchange | 29452E101 CUSIP |
| US Country | 8,000 Employees | 3 Aug 2026 Last Dividend | - Last Split | 10 May 2018 IPO Date |
Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company on a global scale. It provides a broad array of financial products and services across six segments: Individual Retirement, Group Retirement, Investment Management and Research, Protection Solutions, Wealth Management, and Legacy. Initially known as AXA Equitable Holdings, Inc., the company underwent a name change to Equitable Holdings, Inc. in January 2020, marking a new chapter in its long history since its founding in 1859. Based in New York, New York, Equitable Holdings has established itself as a trusted provider in the financial sector, catering to the needs of affluent individuals, educational entities, small and medium-sized businesses, and not-for-profit organizations among others.