Axa Equitable Ownership
| EQH Stock | USD 46.80 0.07 0.15% |
Shares in Circulation | First Issued 2016-03-31 | Previous Quarter 327.3 M | Current Value 318.2 M | Avarage Shares Outstanding 459.3 M | Quarterly Volatility 87.4 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Axa |
Axa Stock Ownership Analysis
About 98.0% of the company shares are held by institutions such as insurance companies. The company has Price/Earnings To Growth (PEG) ratio of 1.71. Axa Equitable Holdings recorded a loss per share of 0.91. The entity last dividend was issued on the 26th of November 2024. Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. Equitable Holdings, Inc. was founded in 1859 and is based in New York, New York. Equitable Holdings operates under InsuranceDiversified classification in the United States and is traded on New York Stock Exchange. It employs 12000 people. To learn more about Axa Equitable Holdings call Mark Pearson at 212 554 1234 or check out https://www.equitableholdings.com.Besides selling stocks to institutional investors, Axa Equitable also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Axa Equitable's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Axa Equitable's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Axa Equitable Quarterly Liabilities And Stockholders Equity |
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Axa Equitable Insider Trades History
Less than 1% of Axa Equitable Holdings are currently held by insiders. Unlike Axa Equitable's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Axa Equitable's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Axa Equitable's insider trades
Axa Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Axa Equitable is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Axa Equitable Holdings backward and forwards among themselves. Axa Equitable's institutional investor refers to the entity that pools money to purchase Axa Equitable's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Conifer Management, Llc | 2024-09-30 | 6 M | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 6 M | Viking Global Investors Lp | 2024-06-30 | 5.9 M | Wellington Management Company Llp | 2024-06-30 | 5.4 M | Thornburg Investment Management Inc | 2024-09-30 | 5.3 M | Massachusetts Financial Services Company | 2024-09-30 | 4.5 M | Dimensional Fund Advisors, Inc. | 2024-09-30 | 4.1 M | Sessa Capital Im Lp | 2024-09-30 | 4 M | Bank Of New York Mellon Corp | 2024-06-30 | 3.7 M | Vanguard Group Inc | 2024-09-30 | 36.2 M | Blackrock Inc | 2024-06-30 | 26.3 M |
Axa Equitable Holdings Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Axa Equitable insiders, such as employees or executives, is commonly permitted as long as it does not rely on Axa Equitable's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Axa Equitable insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Axa Equitable's latest congressional trading
Congressional trading in companies like Axa Equitable Holdings, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Axa Equitable by those in governmental positions are based on the same information available to the general public.
| 2024-06-20 | Representative Michael McCaul | Acquired $15K to $50K | Verify |
Axa Equitable Outstanding Bonds
Axa Equitable issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Axa Equitable Holdings uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Axa bonds can be classified according to their maturity, which is the date when Axa Equitable Holdings has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| Volcan Compania Minera Corp BondUSP98047AC08 | View | |
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| EQH 5594 11 JAN 33 Corp BondUS29452EAC57 | View | |
| EQH 495 Corp BondUS29452EAA91 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| International Game Technology Corp BondUS460599AD57 | View | |
| BNP Paribas FRN Corp BondUSF1R15XK367 | View |
Axa Equitable Corporate Filings
F4 | 19th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
| 14th of November 2024 Other Reports | ViewVerify | |
F3 | 6th of November 2024 The schedule filed by any person or group who acquires beneficial ownership of more than 5% of a voting class of a company's equity securities registered under Section 12 of the Act | ViewVerify |
10Q | 5th of November 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
Currently Active Assets on Macroaxis
When determining whether Axa Equitable Holdings offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Axa Equitable's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Axa Equitable Holdings Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Axa Equitable Holdings Stock:Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Axa Equitable Holdings. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in producer price index. You can also try the Portfolio Anywhere module to track or share privately all of your investments from the convenience of any device.
Is Diversified Financial Services space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Axa Equitable. If investors know Axa will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Axa Equitable listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.40) | Dividend Share 0.22 | Earnings Share (0.91) | Revenue Per Share 32.942 | Quarterly Revenue Growth (0.25) |
The market value of Axa Equitable Holdings is measured differently than its book value, which is the value of Axa that is recorded on the company's balance sheet. Investors also form their own opinion of Axa Equitable's value that differs from its market value or its book value, called intrinsic value, which is Axa Equitable's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Axa Equitable's market value can be influenced by many factors that don't directly affect Axa Equitable's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Axa Equitable's value and its price as these two are different measures arrived at by different means. Investors typically determine if Axa Equitable is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Axa Equitable's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.