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Equitable Holdings Inc (EQH:NYSE) - Strategic SWOT and Financial Insights - A 360 Review of Opportunities, Challenges and Risk, Corporate and ESG Strategies, Competitive Intelligence, Financial and Operational KPI's, and Recent Trends

Company Report I 2025-12-24 I 69 Pages I Quaintel Research

Report Summary

Equitable Holdings Inc Strategic SWOT Analysis and Financial Insights - A 360 Review of Opportunities, Challenges and Risk, Corporate and ESG Strategies, Competitive Intelligence, and Recent Trends Report is a comprehensive and easily accessible overview of Equitable Holdings Inc's business operations. It provides a detailed analysis of the company's financial and strategic standing, as well as its position in the industry compared to competitors. The report includes several key features to facilitate decision-making and provide insights into the company's performance.

The report begins with in-depth information about Equitable Holdings Inc including key insights, business segments, key executives, locations, products and services, historical events, corporate strategy, and management discussions. This section provides a solid foundation for understanding the company's key attributes.

Next, the report assesses Equitable Holdings Inc's strategic standing through various analyses. The ESG spotlight evaluates the company's environmental, social, and governance performance, providing insights into its sustainability efforts and ethical practices. The SWOT analysis examines the company's internal strengths and weaknesses, as well as external opportunities and threats. Additionally, By integrating these strategic analyses, the report offers a comprehensive understanding of Equitable Holdings Inc's overall strategic standing and supports informed decision-making and strategic planning.

The report also covers Equitable Holdings Inc's financial analysis basis of latest income statement, balance sheet, and cash flow statement. Key financial ratios related to profitability, asset turnover, credit, market, and long-term solvency are outlined, providing guidance for investment decisions. Furthermore, the report compares Equitable Holdings Inc's financial parameters with those of its competitors, offering a unique analysis of the competitive landscape. This information helps manage the business environment and improve sales activities by gaining insight into competitors' operations.

Finally, the report includes recent news and deal activities undertaken by Equitable Holdings Inc enhancing awareness of the company's business trends, growth perspectives, and more.

Key Highlights

Equitable Holdings, Inc. is Founded in 1859, the company is headquartered in New York, United States. operates as a diversified financial services company worldwide. Equitable Holdings operates in four main segments: Individual Retirement, Group Retirement, Investment Management and Research, and Protection Solutions. Equitable Holdings, Inc. offers a range of products and services including variable annuities, retirement plans, investment management, life insurance, employee benefits, and more. The company's main segments are Individual Retirement, Group Retirement, Investment Management and Research, and Protection Solutions. The Individual Retirement segment provides variable annuities to affluent and high net worth individuals. The Group Retirement segment offers retirement services and products to educational entities, municipalities, not-for-profits, and small and medium-sized businesses. The Investment Management and Research segment provides investment management and research solutions to various clients. The Protection Solutions segment offers life insurance products and employee benefits to small and medium-sized businesses.

Equitable Holdings Inc in the News:-

2025-08-26 - Equitable Holdings to Participate in the 2025 KBW Insurance Conference
2025-08-25 - Equitable Holdings Announces Cash Tender Offer to Purchase Up to $500 Million Aggregate Principal Amount of its Debt Securities
2025-07-25 - Equitable Holdings Declares Common and Preferred Stock Dividends
2025-07-04 - Equitable Holdings to Participate in the 2025 Morgan Stanley US Financials Conference
2025-05-21 - Equitable Holdings Increases Common Stock Dividend and Declares Preferred Stock Dividends


Scope

- Tactical Analysis:- Various strategic frameworks to gain insights into a Equitable Holdings Inc's competitive position and operational environment. These analytical tools assist in identifying competitive advantages, potential risks, and areas for improvement and efficiency, enabling companies to make informed tactical decisions.
- Business Strategy:- Contributes to shaping the Equitable Holdings Inc's overall direction, goals, and decision-making processes, ensuring long-term success and alignment with stakeholder expectations.
- Financial Position:- Provide valuable information on the financial performance and investor sentiment surrounding the company. Indicating the level of confidence and expectations in the company's future prospects. These components collectively contribute to understanding the financial health and market perception of the company.
- Company Fundamentals:- These fundamentals offer valuable insights into the company's history, operations, leadership, and geographical presence, aiding in a comprehensive understanding of the organization.
- Competitive Landscape:- An identification of the Equitable Holdings Inc's main competitors, providing insights into the competitive landscape it operates in.

Reasons to Buy

- Comprehensive Understanding of the Equitable Holdings Inc's internal and external factors through SWOT analysis, Financial Analysis, and Competitors Benchmarking.
- Strive Strategic Decision Making with various analyses and identifying potential customers and suppliers.
- Mitigate Risk with help of thorough analysis of internal and external factors. Furthermore, develop strategies and contingency plans to address these challenges and minimize their impact on business operations.
- Competitive Benchmarking will help to gain a competitive advantage by understanding industry trends, customer preferences, and best practices.
- Financial Performance Evaluation provides crucial insights into key financial ratios and trends, supporting better financial decision-making and resource allocation.
- Valuable insights from the report enable investors and partners to make informed decisions regarding potential Collaborations, Investments, or Partnerships with the company.

Additionally, available deep-dive analysis on the company Equitable Holdings Inc:

- Equitable Holdings Inc PESTLE Analysis
- Equitable Holdings Inc Value Chain Analysis
- Equitable Holdings Inc Porter's Five Forces Analysis
- Equitable Holdings Inc VRIO Analysis
- Equitable Holdings Inc BCG Analysis
- Equitable Holdings Inc Segmentation, Targeting and Positioning (STP) Analysis
- Equitable Holdings Inc Ansoff Matrix Analysis

Table of Contents 2
Tables 5
Charts 6
Equitable Holdings Inc - Key Company Facts 7
Equitable Holdings Inc - Company Description 8
Equitable Holdings Inc - Top Executives 9
Equitable Holdings Inc- Head Office & Locations 10
Head Office - Country 10
Equitable Holdings Inc - Products and Services 11
Services 11
Equitable Holdings Inc - Company's Mission and Vision 12
Mission 12
Equitable Holdings Inc - Corporate Strategy 13
Equitable Holdings Inc - Business Description 16
Individual Retirement 16
Group Retirement 17
Asset Management 17
Protection Solutions 17
Wealth Management 18
Legacy 18
Equitable Holdings Inc - ESG Spotlight 19
Environment 20
Social 20
Corporate Governance 21
Equitable Holdings Inc - SWOT Analysis 22
Overview 22
Strengths 24
Weaknesses 27
Opportunities 29
Threats 31
Equitable Holdings Inc - Financial Deep Dive 33
Share Price Trend - Jan-2024to Dec-2025 (Average Share Closing Price) 33
Profit and Loss Statement 35
Summary of Profit and Loss Statement 35
Balance Sheet 37
Summary of Balance Sheet 37
Cash Flow Statement 39
Summary of Cash Flow Statement 39
Key Financial Ratio Analysis 41
Equitable Holdings Inc - Ratio Charts 42
Activity Ratio Charts 42
Growth Ratios Charts 43
Leverage Ratio Charts 44
Liquidity Ratio Charts 45
Profitability Ratio Charts 46
Competing Players 47
Snapshot of Competing Players 48
Lincoln National Corporation 48
Key Company Facts 48
Company Description 48
Snapshot of Competing Players 49
MetLife Inc 49
Key Company Facts 49
Company Description 49
Snapshot of Competing Players 50
Prudential Financial Inc 50
Key Company Facts 50
Company Description 50
Snapshot of Competing Players 51
New York Life Insurance Company 51
Key Company Facts 51
Company Description 51
Snapshot of Competing Players 52
Western & Southern Financial Group, Inc 52
Key Company Facts 52
Company Description 52
Equitable Holdings Inc - In the News 53
26-Aug-2025 -Equitable Holdings to Participate in the 2025 KBW Insurance Conference 53
25-Aug-2025 -Equitable Holdings Announces Cash Tender Offer to Purchase Up to $500 Million Aggregate Principal Amount of its Debt Securities 54
25-Jul-2025 -Equitable Holdings Declares Common and Preferred Stock Dividends 55
04-Jul-2025 -Equitable Holdings to Participate in the 2025 Morgan Stanley US Financials Conference 56
21-May-2025 -Equitable Holdings Increases Common Stock Dividend and Declares Preferred Stock Dividends 56
10-Apr-2025 -Equitable Holdings, Inc. Announces Results of Tender Offer for Any and All of Its Series B Depositary Shares 57
03-Apr-2025 -Equitable Holdings Announces Final Results of Cash Tender Offer for Units of AllianceBernstein Holding 58
19-Aug-2024 -Equitable Holdings to Participate in the 2024 KBW Insurance Conference 58
17-Jun-2024 -Equitable Holdings Announces Pricing Terms of Cash Tender Offer for Certain of its Debt Securities 58
23-May-2024 -Equitable Holdings to Participate in the 2024 Morgan Stanley US Financials, Payments and CRE Conference 59
Equitable Holdings Inc- Key Deals 60
31-Jul-2025 - Equitable Holdings Closes Reinsurance Transaction with RGA 60
Appendix 61
Definitions 61
SWOT Analysis 61
PESTLE Analysis 61
Value Chain Analysis 61
ESG Spotlight 61
Financial Deep Dive 61
Financial Ratios - 62
Activity Ratios 62
Growth Ratios 63
Leverage Ratios 64
Liquidity Ratios 65
Market Ratios 66
Profitability Ratios 66
Research Methodology 67
Disclaimer 68
Contact Us 68

Table 1: Equitable Holdings Inc - Company Facts 7
Table 2: Equitable Holdings Inc - Digital Presence 7
Table 3: Equitable Holdings Inc - Top Executives 9
Table 4: Equitable Holdings Inc - Services 11
Table 5: Equitable Holdings Inc - Share Price Trend - Jan-2024 to Dec-2025 33
Table 6: Equitable Holdings Inc- Ratio Analysis - 2021-2024 41
Table 7: Equitable Holdings Inc -Competing Players 47
Table 8: Competing Players - Lincoln National Corporation - Key Company Facts 48
Table 9: Competing Players - MetLife Inc. - Key Company Facts 49
Table 10: Competing Players - Prudential Financial Inc. - Key Company Facts 50
Table 11: Competing Players - New York Life Insurance Company - Key Company Facts 51
Table 12: Competing Players - Western & Southern Financial Group, Inc. - Key Company Facts 52

Figure 1: Equitable Holdings Inc- SWOT Analysis 23
Figure 2: Equitable Holdings Inc - Average Share Price Trend - Jan-2024 to Dec-2025 34
Figure 3: Equitable Holdings Inc - Profit and Loss Statement - 2021-2024 36
Figure 4: Equitable Holdings Inc - Balance Sheet - 2021-2024 38
Figure 5: Equitable Holdings Inc - Cash Flow Statement 2021-2024 40
Figure 6: Equitable Holdings Inc - Activity Ratio Charts 42
Figure 7: Equitable Holdings Inc - Growth Ratio Charts (Value %) 43
Figure 8: Equitable Holdings Inc - Leverage Ratio Charts 44
Figure 9: Equitable Holdings Inc - Liquidity Ratio Charts 45
Figure 10: Equitable Holdings Inc - Profitability Ratio Charts (Value %) 46

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